Financial Analyst Resume: Sample and Free Template [2020]
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Managed the daily activities of a portfolio consisting primarily in the areas of credit, collections and cash flow
Managed daily, monthly and annual reporting for the Financial Analyst
Managed data entry and analysis of all accounts receivings
Managed several large-scale, complex projects and led the development of a new, highly-customer focused financial analysis and forecasting software
Managed the day -to end analysis of financials for the business unit
Managed risk and performed analysis of varities, cash management and financial statements
Managed data entry of new and current clients for the purpose of analyzing and reporting on the financial performance of clients
Managed several large accounts and assisted in the creation of a new account for the bank
Managed the day to month financial analysis of the company
Managed a portfolio of approximately 100 clients with a focus on the mortgage industry
Managed all aspects of the accounting department, which includes APAR preparation; AR aging, journal entry and reconciliation; monthly close, month- end closing; and general accounting
Managed multiple projects and led the team to meet project deadlines and deliverables
Managed $1M in assets, including cash and credit
Managed an $80MM portfolio of commercial and institutional loans, providing financial services to small and mid size business clients
Managed an average of 20+ projects and provided monthly variance reports to senior executives
Managed team of 10-12 analysts and provided financial analysis to clients
Developed new processes and procedures for the accounting team to use
Developed an automated system to manage the financial information of a large-sized company
Developed an analytical framework for the analysis of financial statements and other related documents
Developed, maintained and updated the company financial statements, budget and other related reports
Developed the business from ground up and managed the entire project life cycle from concept to completion
Developed an Access Database for the Financial Reporting Team to use for the purpose of analyzing and reporting on the financial performance of various departments
Developed & maintained a portfolio of financial and credit products for clients
Developed procedures for the analysis of monthly and annual reports, including the analysis of monthly and annual budgets
Developed reporting and forecasting models for the purpose of identifying and analyzing varities in the financial statements
Developed comprehensive reports for the Board of Governors and other senior management
Developed a comprehensive, multi -disciplinary approach to the IRR
Developed an Excel-like program to analyze and forecast the financial performance of a company's business
Developed business plans for clients to meet financial needs, analyze and forecast business trends to determine future financial goals
Developed business plans for the organization
Developed, maintained and managed a database of financial institutions and their clients to ensure that they were in a competitive and profitable environment
Developed strategic business planning and financial models for the organization to support business goals
Developed comprehensive business analysis and reporting for the financial planning department
Developed highly effective internal control systems and processes to improve financial reporting, including the preparation of monthly and year to month reports
Developed reporting and forecasting model for the financial services sector of a $3 billion organization
Developed strategic business relationships with financial advisors and other professionals to provide financial solutions for customers
Developed a comprehensive analysis of the financial status and forecasted operating expenses
Developed, implemented and maintained a comprehensive business process for the organization, including financial planning and forecasting
Developed forecast models for the business and analyzed varities
Developed business plans and strategies to meet the financial goals of clients and their organizations
Developed business plans and budgets for the purpose of generating revenue and profit
Developed detailed and comprehensive analysis of financial data for the purpose
Developed spreadsheets to improve the accuracy of data, and to provide a comprehensive report of the financial performance
Developed comprehensive, detailed and thorough financial analysis of the business and analyzed financial performance of the company
Developed analytical models to evaluate the financial status of various clients and to determine the appropriate course of action
Provided customer support for the Bank of New Jersey
Provided a high-level of support to the Financial Analysts and Senior Management
Provided technical assistance to the Finance department with various projects and tasks
Provided timely and thorough analysis of all loan applications and financial statements
Provided information to customers regarding the financial services of their business
Provided support to the IRB and other financial advisors to ensure compliance with the Sarbanes-Belt and other regulatory guidelines
Provided analysis and guidance to clients on the development of new financial products and services
Provided support to the Chief Executive Officers and Senior Leadership in the development of strategic planning and execution strategies
Provided technical assistance to the client in identifying and solving complex problems
Provided timely and appropriate financial reports to the CEO and senior management
Provided information to the client andor their agents on all aspects of the business
Provided timely and efficient support to the Finance Manager and other departments
Provided direction and supervision to the financial analysts in their work
Provided leadership and mentored new hires to achieve the best possible results in their roles
Provided analysis and forecast for the financial statement, cash flow and capital expenditures
Provided recommendations to the Director of Finance and Senior Manager on the development of a financial plan for the organization
Provided weekly, quarterly and yearly financial analysis to management
Provided forecasts for the financial center
Provided the highest quality of service to customers by ensuring that they received the correct products and that they are happy with their purchases
Provided information to customers about the status of loans and their obligations to the loan
Created reports for the department and provided analysis to senior leadership
Created an automated report for the company to use in its daily reporting and analysis
Created detailed reports for senior leadership and management, including analysis of financial data and business trends
Created the monthly forecast and financial analysis for the department, including budget projections and variance analysis
Created and updated spread sheet for the financial analysis of all accounts
Created a comprehensive business analysis and budget for the entire business
Created reports for the Financial Advisor to analyze vari-.
Created Excel reports to measure the impact of new and updated policies on the business
Created an Access to Data Management system for the Financial Analysis Department
Created budgets and analyzed the impact of financials on business operations
Created spreadsheets to improve the accuracy of financial reports
Created the dashboard for all financial reporting and analyzed the results to identify areas of opportunity
Created detailed reports for the Financial Analyst to analyze and report on the financial position of various clients
Assisted the Accounting Department with various tasks such a preparing and filing tax returns for clients, answering the phone and filing paperwork
Assisted senior level executives with various financial and accounting tasks, including preparation of financial reports and analysis, preparing monthlyquarterlies for management review
Assisted senior executives with various projects and tasks, as needed
Assisted Senior Management with the development of a comprehensive Financial Management System
Assisted students with their financial needs and assisted in the development of their personal financial plans
Assisted Senior Vice Presidents with monthly and annual budgeting, forecasting
Assisted Accounting with the preparation of monthly and annual reports, including the analysis of variances and explanations
Assisted in the planning and preparation of financial analysis for the Board
Assisted with the creation of a financial statement for the purpose of analyzing and reporting on the financial performance of a client
Assisted Finance Department with the development of a comprehensive, cost-effective and accurate reporting system for the financial department
Assisted Senior Vice-President with the development of a new financial analysis tool
Assisted Finance and Business Development with the preparation of monthly, quarterly and yearly financials
Assisted and advised clients in the development of a new accounting system
Assisted business owners with their tax preparation and reporting, as well
Assisted Chief Operating officer with monthly and annual capital expenditure reporting
Assisted client with all phases of the financial analysis, budgeting and preparation of monthly financial statements
Assisted with the creation of a new dashboard for the company's Financial Reporting
Assisted the Finance Department with various projects and tasks, including the creation of a financial report for the Finance Director
Assisted clients with their tax preparation and financial planning, including preparing income tax reports and financial analysis
Assisted clients with financial and business analysis
Assisted senior management with various projects and tasks, such as preparing financial reports for the Board of Directors and managing financial records
Assisted senior management with the development of a budgeting process for the company
Assisted Senior Management with the development of a comprehensive portfolio management program for the Bank
Assisted students with the completion of their financial applications, including the application of their credit card, checking and personal loans
Assisted management with the creation of a financial statement for the firm's clients
Assisted professors with the development of a research study on the impact of a novel method on the economic growth of a new country
Maintained a portfolio of over 100 loans with a portfolio of over $100 million in assets
Maintained the daily, weekly and month end financial reporting for the company's largest clients
Maintained Excel spreadsheet for all new and current accounts, processed payments for all new and existing accounts
Maintained detailed administrative and procedural systems to accelerate the flow of information and documents
Maintained high levels of accuracy and productivity while working with a diverse group of clients
Maintained current and updated all required documentation for the company
Maintained data base of all new and current accounts, processed payments
Maintained database of over $100M in cash and securities
Maintained a portfolio of approximately 100, 000+ clients and their financial needs
Maintained a high standard of accuracy and timeness in processing all transactions accurately and timely
Maintained client relationships by assisting with the preparation of proposals
Maintained high levels of client relations and retention, resulting in increased client satisfaction and referrals
Maintained client files for over $100,00 in cash and credit transactions
Maintained database of financials for the department and prepared reports
Maintained relationships with customers and suppliers to provide timely, cost effective and quality service
Maintained an Excel database of the current and projected inventory for each department, including the purchase of new stock
Maintained relationships with customers and other business entities to obtain new accounts
Maintained full accountability for the forecasting of all capital and payroll expenses
Maintained focus on the financial performance of a business and the overall financial status of a business
Maintained daily and month to monthly close of the bank, including all cash and deposits
Maintained client relationships by assisting with the development of new and existing client portfolios
Maintained and reconciles financial reports for the entire division
Maintained a high degree of accuracy and professionalism in the processing of financial transactions
Maintained an accurate and up to date portfolio of financial products and managed the day to date portfolio of over 200 clients
Maintained client relationships and developed business plans to increase client base and sales
Maintained database of over 500 clients and their accounts for the company's largest customer
Maintained relationships with vendors and customers to provide timely, accurate financial reporting
Maintained monthly and annual reports for the Financial Advisor, including monthly and annual tax filings
Performed analysis of the data and provided reports to senior level management
Performed analysis of the credit and cash flows for a large-scale financial institution
Performed credit and loan reviews of clients to identify and assess credit worthiest
Performed risk assessment and provided financial reporting to management for the purpose of analyzing and recommending financial strategies
Performed the analysis of financial information and prepared the monthly reports
Performed variance analyses for financial statement preparation
Performed a variety of quantitative and qualitative analysis to identify trends in the financial industry
Performed data analysis and provided reports to management on a monthly and annual basis
Performed research and analyzed the data to identify trends and opportunities for improving the overall performance of financial reporting
Assist with the preparation of financial reports for senior executives and management
Assist customers with account inquiries and provide information on services
Assist Senior Management with the development of new business and financial analysis
Assist with the development of financial statements and analysis
Assist customers with the preparation of their annual tax
Assist Professor in the analysis of financial information for a large-scale research project
Assist business owners with financial planning and investment management for the purpose of managing their financial portfolios
Assist finance analysts with the processing of monthly, annual and quarterly financials
Assist with the development of financial models and reports to support the business
Assist senior management with the development of financial forecasts for various business segments
Assist client with the creation of a financial statement, including the analysis of income and expenses
Assist client with the creation of a new financial statement
Assist to the development of a financial analysis for the company's business unit
Prepared and analyzed monthly financial reports for the company's senior management
Prepared a comprehensive report on the economic impact of a new tax law in the state of Texas
Prepared the P&L for each project and analyzed the results
Prepared various reports for the Director of Financial Services and other departments
Prepared journal entry, balance sheets and other related documents for the purpose of preparing monthly financial statements
Prepared budgets and forecasted future revenues, expenditures
Prepared the annual report for all financial advisors and the monthly report for all financial consultants
Prepared, reviewed and analyzed data for the purpose of preparing financial statements and other reports
Prepared and analyzed reports to identify trends, analyze and evaluate financial performance
Prepared monthly and year to month reports for the department and assisted in month end closings
Prepared all monthly, annual and semi -year financials for the firm
Prepared bank statements for monthly close
Prepared analysis of the business and financial data for a variety of projects
Prepared, analyzed and reported financial data for the Department of Defense (DoDE).
Prepared detailed analysis of the financial performance and identified key areas of improvement
Led a group of analysts in the analysis and development of a new statistical analysis program for the company
Led team of 10 analysts in the analysis and development of financial reports for the Board and Executive Management
Led all phases of the business from initial start up to full implementation, including financial analysis and planning
Led multiple cross functional teams to ensure timely and effective completion of all financial transactions
Led cross functional team of Financial Analyst and Business Analytical analysts to analyze, design and implement new processes to support the financial services business
Led an effort to develop a comprehensive, cost effective and efficient accounting program for the company
Led cross functional team of financial analyst and business analysts to develop financial reporting solutions for clients
Led several cross functional teams to implement and maintain the financial reporting system for a large-scale company
Led project to create a comprehensive, cost effective and efficient accounting system for the entire company
Led team of analysts to create and execute strategic business solutions for clients in the healthcare, financial and manufacturing industry
Led research and writing of a comprehensive report on the impact of a proposed tax increase on the economy
Led an effort to improve the financial performance of a small business
Led monthly and year to month budget analysis for the department
Led efforts to streamlining the process of financial statements and reporting
Led analysis of the company and financial data to develop a comprehensive report for the company's financial statement
Led the development of a comprehensive financial reporting system for the organization, including financial statements and cash flow projections
Led all aspects of the Hyperion business including sales, customer relations and account development
Led global research and analytics for the financial industry's largest insurance provider
Led global team of 10 analysts responsible for the financial reporting and management of all global financial activities
Led development of new accounting procedures and policies, developed financial models for new products and services
Led teams of analysts and financial advisors in the creation of a comprehensive financial model for the firm's largest customer
Led business development and marketing initiatives for a $3 billion business unit
Maintain a thorough and detailed financial record of client activity and trends
Implemented new accounting system for the firm, including new reporting procedures and policies
Implemented strategies to improve retention and increase sales by providing excellent customer service and resolving issues
Implemented SQL queries to extract and load information from the database
Implemented innovative and efficient accounting systems to increase accuracy and productivity
Implemented & managed the implementation of a financial analysis and valuation system for the company
Implemented a system to monitor the daily financial status of all clients
Implemented new accounting software to track and report on financial performance of the bank
Implemented processes to track and reconcile the financial information of all clients
Implemented analytical techniques to evaluate the financial status of a portfolio
Implemented system to monitor and control the flow of financial data
Implemented a new financial analysis tool to improve the overall financial reporting
Implemented the new accounting procedures for all financial reporting, including the preparation of journal entry, financial statements and other related documents
Implemented Oracle 11i to improve the reporting of monthly financials and to reduce the amount of data that needed to be updated
Implemented cost saving strategies to improve the efficiency of financial reporting and forecasting
Coordinated multiple business development projects for the firm
Coordinated meetings with senior management and staff to review financial performance
Coordinated meetings with the CEO and other executives to review financial statements, analyze varities and make necessary corrections
Coordinated projects with clients, including the creation of proposals and presentations
Coordinated all phases of the credit and financial analysis for a $1B business
Coordinated a variety of internal and client projects for the firm
Coordinated client and investor financial transactions
Coordinated monthly and yearly reporting for the department to ensure that all financial reports were current and accurate
Coordinated research and data entry for the department of financial management
Coordinated, tracked and reported on all aspects of the financial reporting and analysis
Coordinated data entry and prepared monthly financial statements for the company's subsidiaries
Coordinated internal and client financial analysis
Designed, implemented and managed a comprehensive risk assessment process for the company
Designed new business process and implemented a system to manage the business
Designed customized reports for clients to track financial performance and identify opportunities for growth
Designed reports for the HCM and provided recommendations to management
Designed credit and cash flow analysis for the firm
Designed charts and reports to track the financial status of various clients
Designed automated and semi-automatic accounting software for the purpose of analyzing and reporting on financial data
Designed, coded & analyzed data for the annual budget process
Designed the company to become a more profitable and effective financial institution
Designed the business model and created a financial analysis for the company
Designed reports for the financial management department to monitor and report on the performance of various financial programs
Designed new business processes and systems for the financial center to improve efficiency and effectiveness
Designed customized reports to analyze and forecast the business performance of various financial products
Designed detailed reports for the Finance department to assist in analyzing the financial data
Designed and implemented a financial reporting system for the Department of Energy (DOER).
Designed new processes and standards for all accounting departments to ensure compliance with GAO and SEC guidelines
Designed new business models and developed financial reporting tools for the firm's clients
Designed detailed reports for the Financial Analyst to review and analyze the results of their analysis
Designed automated and semi -structured reports for the Financial Services Division
Develop spread sheets for the financial analysis of various business entities
Develop new and improved existing financial models to meet the changing needs of clients
Developed and maintained a financial model for the business
Develop & maintain database for the purpose of identifying and analyzing data for the use of various financial reports
Develop analytical reports and analysis of financial information to determine the effectiveness of financial management activities
Lead the team in developing and executing a comprehensive analysis of the business and financial data
Lead the analysis of financial statements and other related documents for the purpose of preparing and analyzing financial reports
Lead all aspects of the financial reporting and budgeting processes for the organization
Lead monthly forecast for the company and provided analysis to management
Lead all phases of the financial reporting cycle from initiation to close
Established the company as a leader in financial services
Established relationships with clients to ensure timely and efficient reporting of financial information to clients
Established the company as a leader in financial analysis and reporting
Established strong working relationship with the business partners and clients to ensure that the business is in compliance with all applicable regulatory and business rules
Established sales and service relationships with key decision- makers in the financial services industry
Established long term business relationships with customers and partners to provide them with the best service possible
Established a strong foundation of customer relationships and built a solid rapport with the customer to ensure a smooth transaction
Established relationships with key clients and provided guidance to the client
Established new processes and standards for the department to follow, including new processes and standardization of the reporting
Established relationships with vendors and internal customers to provide financial reporting and analysis of the business
Established strong working knowledge of all aspects related to the business
Established business processes and systems for the company to support business growth
Established strategic plans for the financial center, and implemented a new business development plan
Established and maintained a portfolio of financial services and consulting firms, specializing in the development of business plans and strategic planning
Established a new business plan for the firm and implemented a business model for the company
Established an internal audit team to review and evaluate the financial status of a large, multiyear project
Established metrics to track and monitor the effectiveness of internal controls and processes
Established credit and collections processes for clients, which led to a 20% decrease in delinquencies
Established business relationships with local and national financial advisors to provide advice on investment opportunities
Established strong relationships with customers and vendors to provide exceptional service, resulting in repeat and referral sales
Established data collection and analytical methods for the purpose of analyzing financial information
Established positive relationships with all internal and outside contacts to ensure a positive experience for the customer
Served with the Federal Reserve Board, Treasury and other financial institutions
Served over 100 customers daily
Served as a primary resource for the company to ensure all financial and accounting processes, policies & practices
Served multiple roles in the development of a comprehensive, multi-year portfolio management and financial analysis system
Served multiple roles in the analysis of business and market data
Served to provide a broad base of information to the financial advisors and other business professionals
Served customer's needs and provided information on various loan options
Served as a consultant to the company on various aspects of financial management
Served to analyze and evaluate the financial status of various clients, and to develop strategies for the financial management of their portfolios
Served over $100M in monthly sales and service revenue for the company
Served customer accounts and assisted with the processing of customer transactions, such as cash advances and checks
Ensure a high quality of financial reporting and management by maintaining accurate financial data and analyzing variances
Ensure high levels of quality and accuracy in the collection of data and reporting
Conducted research and analyzed data to identify potential fraud andor abuse
Conducted variance analyses and prepared monthly, year end financial reports
Conducted business reviews and analysis of financials to determine the best business model for each client
Conducted weekly and quarterly analysis of the business to determine trends and opportunities for improvement
Conducted market analysis and financial modeling for the company
Conducted due-in and credit analysis of all financial transactions
Conducted quantitative and statistical analysis of the business
Conducted extensive analysis of financial statements and other business data to determine the appropriate financial position for each business
Conducted an extensive analysis of the business and its impact on financial performance, including the analysis of business processes, procedures and policies
Conducted analysis of business and industry data to identify potential business opportunities and provide recommendations for improvement
Conducted weekly and quarterly audits of the financial reporting systems to ensure compliance with GAO, SEC and FINAA guidelines
Conducted research and developed a new process for the business unit to improve efficiency and productivity
Conducted extensive analysis of the data and made appropriate adjustments to the data in order for it to reflect the data
Conducted due-ins and cash flow analyses for the bank's financial products
Conducted credit and collections for a variety of financial services clients
Conducted risk assessments of the company and provided guidance to senior management
Conducted a variety of analysis and financial analyses to assist in the development of financial models and strategies
Conducted annual performance review of financial reporting to determine compliance with GAAP, SEC regulations and company policy
Conducted data entry of new and current accounts for the firm
Conducted quantitative and statistical research on the business processes and procedures of various financial institutions
Conducted analysis of business operations and financial performance
Conducted market research and prepared reports for management review, including financial analysis of current and future business
Conducted a thorough review of the financials and provided recommendations to senior management
Conducted regular analysis of monthly and quarterly sales reports to determine the impact of changes in sales and inventory
Directed the development of a statistical model to evaluate the impact of a proposed new product on the market
Directed budget analysis and forecasting for the company
Directed analysis of business processes and systems to determine the best solution for business needs
Directed analysis of the financial and business processes, policies & procedures
Directed strategic and operational analysis of the business, financial and operational performance of the organization
Directed multiple cross functional teams to develop and execute a new financial reporting process
Directed the development of a comprehensive financial model for the US Treasury
Directed analysis of the company and financial performance
Directed business analysis of the company and forecast for future year
Directed multiple crossfunctional team to ensure timely and effective execution of financial analysis, forecasting and reporting
Directed accounting operations for a large, international financial consulting organization
Directed an analytical and reporting effort to improve the quality of financial reporting by developing and implementing a comprehensive reporting system
Directed and managed the forecasting of financial statements and cash flow projections for the business
Directed analysis of business needs and requirements
Directed client contact and financial analysis of various business accounts
Directed strategic planning and financial reporting for the organization's largest and fastest growing account
Directed research and development of new financial models for the company's largest client
Directed implementation of a financial modeling system for the firm's business units
Directed client meetings and managed the day to date calendar
Directed risk management and analysis of financial data for the company
Ensured that the client's needs are being addressed and that the client is being treated with respect and professionalism
Ensured all documents are in order and accurate for the client
Ensured accurate and complete financial information for the clients and ensured that all required documentation is completed
Ensured proper accounting of all accounts receivings
Ensured high level of customer service and resolved all issues with a high level of professionalism
Ensured clients' needs were being fulfilled by the proper financial advisor
Ensured that the department met or surpassed all budgetary objectives, including budget forecasting and financial reporting
Ensured compliance with regulatory guidelines and policies, as it relates to the company's operations
Ensured that all required information is provided to the clients
Ensured proper documentation of financial information
Ensured proper allocation of all financial resources to ensure that the company is in balance with its financial objectives
Ensured consistency of financial information and reporting to the Board of Trustee
Ensured a smooth and timely process for the analysis of financial statements, including preparation and analysis of financial reports
Completed and processed a variety of complex, high volume transactions
Completed two years of research and development in the field of financial analysis and business process improvement
Completed an extensive analysis of the current state and projected growth of the business
Completed a comprehensive research on the current state of financial reporting and the current state of financial reporting
Completed training for all departments and provided support to other managers
Completed project to develop a system for the analysis of financial data
Completed daily and quarterly analysis of the budget
Completed an analysis of the business and financial status
Completed research and analyzed the data to identify areas of opportunity and develop strategies to meet those opportunities
Completed required training and passed the Financial Aid exam for all students in the program
Handled a large amount of data analysis and prepared reports for the Board of Directors
Handled in-house and client inquiries regarding the preparation of financial statements and other related documents
Handled all accounting, finance & payroll for the business unit
Handled a large number of daily tasks and transactions for the company
Handled over 100 accounts in the financial center and handled a large volume of accounts receivable
Handled all aspects of the business including financial reporting
Handled the daily financial analysis of all business entities and their financial statements
Handled a variety of business and financial analysis
Handled a variety of complex and confidential transactions
Handled cash, check deposits and credit cards transactions with 100%. Moved to a more responsible role with the company to ensure customer satisfaction
Analyzed the current and future state of financials, including the impact on financial performance and risk
Analyzed business trends and developed actionable solutions to improve business performance
Analyzed client's credit and income to ensure compliance with federal and state laws
Analyzed various types of financial data to identify and analyze the financial status of various companies
Analyzed current and projected financial data to identify areas of potential risk and provide recommendations for improvement
Analyzed actuals and forecast varities to ensure accuracy
Analyzed sales and activity reports to identify opportunities for growth and profitability
Analyzed client and company financials to identify areas of potential risk and provide recommendations for improvement
Analyzed and reported on the variance of financial information to senior management
Analyzed data and trends to forecast variance
Analyzed credit risk of various financial products and provided recommendation to senior management for credit decision
Analyzed client's credit reports and income statement to ensure that they meet the company standards
Analyzed credit risk and financial performance of clients to ensure they were in the best possible position to achieve goals
Analyzed sales and usage patterns to identify trends in the industry
Analyzed various accounting and finance data to identify trends, develop and evaluate strategies to improve financial reporting
Analyzed daily and month to year sales, profitloss statements and other key performance data to identify opportunities for cost reductions and profitability
Analyzed trends and data to develop a strategic planning process for the company to achieve profitability
Analyzed $100K of monthly financial data and presented results to senior executives
Analyzed the current and past due accounts to identify areas of improvement and opportunities for cost savings
Analyzed monthly and annual bank reconciliative reports for accuracy and proper documentation
Analyzed market trends and provided analysis to management on trends
Analyzed credit reports and other data to identify trends, develop and evaluate credit worthies, analyze financial data to identify trends and recommend appropriate credit decisions
Analyzed business and credit reports to determine the best possible loan for clients
Analyzed current and projected market trends, financial statements
Analyzed budgets, forecast and financial statements for the organization
Analyzed customer's credit and income statements to identify opportunities for improvement and recommended solutions
Analyzed reports and provided feedback to senior leadership on the effectiveness of reporting
Create an excel spread sheet to analyze the trends of all financial products and services
Create budgets and analyze varities to ensure accuracy of monthly financial statements and reports
Create reports for the client to analyze and present data
Create budgets and analyze data to determine the financial viability of projects
Oversee, develop and implement a new financial analysis system for the company's largest customer
Supervised an annual $1 million dollar project to improve the accuracy of financial reporting
Supervised the preparation of all loan documentation for the underwriters
Supervised two employees and performed a wide range of accounting tasks
Supervised an average of 15-20 analysts and managers
Supported business unit with monthly and annual reporting, financial statements
Supported senior level decision makers in the planning and implementation of financial analysis, budget forecasting and reporting
Supported business unit with forecasting of monthly and annual sales
Supported project managers with financial reporting and budget preparation, analysis of financial data and preparation for budget submission
Supported portfolio manager in the analysis of financial data and provided recommendations to the portfolio management team
Supported sales and operations teams in the creation of a new business model for the sales and marketing of a new business
Supported three senior managers and four analysts in the analysis of financial data for a large-scale project
Supported multiple departments with various tasks including data analysis and preparation of financial statements, monthly reports and analysis of financial data
Supported the Senior Financial Advisor with monthly and year to-date financial analysis of the company's business
Supported and maintained the daily operation of a financial services organization
Supported senior level managers and analysts with various tasks, which included analyzing and summarizing data for reporting
Supported all accounting operations including accounts receivingspayments, payroll processing and financial reporting
Supported multiple clients with their accounts, such
Supported clients with the creation of their own customized investment strategies
Supported Business Development team in the creation of a business process improvement plan, including the development of a process to stream line the processes and increase efficiency
Supported various projects and assisted in the preparation of various documents
Supported three senior management and four financial advisors in the analysis of business and financial statements
Supported accounting and treasury operations for a small financial consulting organization
Supported the Senior Management and Finance team with the development of a comprehensive financial reporting system
Supported senior management in the planning, development and evaluation of strategic plans, business development and financial analysis
Supported a team of 5 Financial Analytical analysts in the analysis of financial information for a large-sized client
Supported a team of 6 Financial Analytical analysts with a variety of tasks
Supported multiple projects and provided guidance to the team on various aspects of financial management
Supported portfolio management and analysis of financial performance, identified opportunities and provided recommendations for financial planning
Supported Senior Management in the development of financial models and forecasts for the company
Supported management with monthly reports and financial statements, including Accounts Receipt, Payroll and General Accounting
Supported portfolio management and investment planning activities for the largest privately-owned financial institutions in North Carolina
Supported two Senior Mangers with the daily functions of their portfolio, including the analysis and reporting of all portfolio activity
Built a portfolio of clients from the bottom up
Built an annual financial model for the firm
Built trust and confidence with customers by handling their questions and concerns in a timely manner
Built the Business Continuator and created a new process to track the business continuity
Built on the previous years' data and developed a comprehensive analysis of the financial industry
Built solid business partnerships with a diverse group of financial institutions
Built rapport with key business leaders and stakeholders to develop strategies for business transformation
Built custom reports for the company to analyze and track financial performance
Built and maintained a database of over $100M in loans and credit lines
Built a new Excel model to track the monthly and quarterly sales of all the companies
Built strong relationships with key stakeholders and clients to develop strategic plans for the organization
Built trust and confidence with customers by providing them the best customer experience possible
Built an Excel model to predict the future of a company
Built customer relationships and advised customers on the proper way to complete transactions
Built custom reports for the Financial Analyst to use in their presentations and reports
Answering customer inquiries regarding accounts
Utilized the S&P500 to determine if a company's financial position was in line with the financial position of a client
Utilized a proprietary system to create and track all reports for the company's financial management team
Utilized data from the National Crime Intelligence Agency to identify and report on the effectiveness of various intelligence programs
Utilized proprietary accounting systems to process and analyze data, prepare reports for senior management and clients, prepare financial statements for senior managers and client
Utilized strong assessment and problem-resolution abilities to assess, plan for and implement a comprehensive, cost effective plan to achieve the objectives of a successful business
Utilized my knowledge of the business to assist in developing and implementing a business plan for the company
Utilized SAP to analyze and reconcile financial statements
Utilized statistical software to analyze and reconcile monthly, weekly & quarterly financial reports
Utilized knowledge of the financial and accounting processes to assist in the development of a strategic plan to achieve the financial goals of a business
Utilized MS Office to create and edit documents for the Finance Department
Utilized excel to analyze and reconcile accounts, including cash receipts
Utilized strong assessment and problem-resolution abilities to assess risk, identify and mitigate potential risks
Utilized Microsoft Office to create reports and spread sheets for the purpose of identifying trends
Utilized Quickbooks to prepare financial reports for various departments and clients
Utilized the Fannie-Hudspoon FHA and FreddieMac guidelines to ensure compliance with the Fair Credit Union and Freddie-Mortgage policies
Utilized various accounting and auditors to prepare monthly, year-end financial statements
Utilized Microsoft Office, Quick Books and other software to create reports, analyze data and prepare financial statements
Utilized proprietary accounting system to manage and reconcile financial information, including cash flows and balance sheet accounts
Utilized multiple databases to create and update forecasts
Utilized advanced analytical techniques to determine the most effective and accurate method of financial analysis
Utilized internal and vendor resources to develop, maintain & evaluate financial reporting processes
Utilized multiple systems to create, maintain and track all reports
Utilized proprietary reporting system to provide financial information for the entire company
Utilized proprietary tools to identify and analyze performance of the team
Utilized strong assessment abilities to evaluate and select qualified individuals for loan programs and to review financial information
Utilized an Access and SQL server to manage the database and reports
Utilized QuickBooks to manage and track financials for the entire organization
Utilized Excel to analyze and reconcile monthly, weekly & quarterly reports for the bank
Utilized proprietary software to process and analyze data for the purpose of analyzing and evaluating credit risk
Utilized data from the Federal Financial Reporting Standards and GAAP to determine the accuracy of financial statements
Utilized QuickBooks to track and analyze the monthly sales, inventory control and cash management
Utilized SAP to analyze and reconcile monthly, weekly & quarterly reports for the accounting team
Utilized knowledge of the Bank Secrecy act to maintain accurate and up-dated information
Utilized advanced Excel spreadsheet and database to prepare financial analysis reports for clients
Utilized analytical skills to determine the impact of various factors on financial results
Utilized analytical skills to identify and resolve discrepancies in the financial statement and prepared monthly reports
Utilized multiple databases to prepare and process monthly, semi-monthlies
Utilized SAS to create, update and analyze financial statements
Utilized data from the Federal Financial Reporting Standards and prepared monthly, weekly & annual reports
Improved the overall performance of financial reporting by analyzing and improving the financial statements
Improved accuracy and timeliest of financial statements by analyzing and correcting discrepancies
Improved and streamlined the accounting system to stream line reporting and improve the efficiency of accounting operations
Improved overall efficiency of the financial department by developing and improving processes, policies & practices
Improved profitability by developing and maintaining a strong knowledge of the financial industry
Improved process and reporting accuracy by analyzing financial information and trends
Improved overall performance of the business by implementing a cost saving strategy
Improved forecasting and reporting accuracy by analyzing data from various financial institutions
Improved the forecasting of monthly and annual sales, gross margins
Improved and streamlined the reporting processes for all accounts recevables
Improved profitability by identifying and developing opportunities for improvement of the financial reporting system
Improved profitability by implementing a more cost effective method of accounting for all financial transactions
Improved business process by creating a more streamlined filing and tracking system
Improved the accuracy of financial reports by analyzing and correcting varities, identifying areas for improvement and recommending solutions
Improved customer satisfaction by 20%.
Improved efficiency and productivity by streamlining the budget preparation process, and streamlined reporting
Improved and maintained the accounting department's efficiency by streamlining processes and procedures
Improved reporting accuracy by analyzing and correcting data entry problems
Improved performance of the company by implementing a process to track and report on the status of all projects
Improved processes and controls to improve accuracy, timelsiness of financial reporting and to reduce the risk of inaccurate andor out-dated information
Improved reporting accuracy by 30% and increased profitability
Improved profitability by developing and maintaining a comprehensive accounting program
Improved forecasting accuracy by 10%.
Improved portfolio performance by developing and implementing a portfolio of financial products and services
Improved credit quality and accuracy of financial reports by identifying and correcting discrepancies
Increased efficiency and productivity by streamlining the process of processing and tracking all loan applications
Observe data and make recommendations for improving the financial reporting processes
Trained and supervised a team of 10+ employees in the forecasting and reporting of financial statements
Trained new hires on the use of Microsoft Excel and Access
Trained to perform various financial analyses and analysis of the various financial products and services
Trained, coached and mentoring staff to ensure proper performance
Trained over 200 new employees in the areas of financial reporting, budget analysis and variance analyses
Trained all staff on the proper procedures for processing and posting of financial data
Trained employees on the use of SAP and other accounting systems
Trained by the company to provide support for all levels of management
Trained the staff of three to develop and maintain a comprehensive financial analysis of the company's business
Trained the new employees on how to properly complete the tasks given by management
Trained in the preparation of all new and current financial documents
Trained to perform quantitative and statistical analyses of business operations
Trained staff on various aspects of the financial statement and prepared monthly reports to the SEC
Trained staff on various financial analysis software and tools to help them understand the financials of their business
Trained as a Business Intelligence analyst and worked with the Financial Analysts to develop and implement a business process that improved the financial results of a large-cap company
Trained for the position of Senior Financial Advisor, with a focus on the financial aspects of a business
Trained the staff on new financial products and procedures; prepared monthly, weekly & annual financial reports
Trained for the position of Analyst in a fast pace and high volume call center
Trained new employees on the use of Quickbooks and Excel, as well the ability to work with a team of 10-20
Trained staff on proper usage of the system and procedures
Trained, mentoring new hires and assisting with the development of their financial and business plans
Trained by the company to analyze and report on the financial status of various projects
Trained to analyze and evaluate the financial performance of a portfolio
Trained by the Department of Finance to assist in the preparation of monthly financials for clients
Trained as a Senior Foreman and worked with the Finance Manager to ensure all aspects of the business ran efficiently
Trained employees on the new software and how to utilize it in the real-world
Trained the team on new software and procedures, as well
Trained a team of 6 Financial Analytical analysts in the analysis of financial information
Supporting the Finance Department with various financial analysis and reports
Support the development of a financial analysis and report for the Board of Governors
Directly supervised a group of 10-20 people in the analysis and reporting of financial data
Directed the planning of financial analysis and forecast for the entire company
Monitoring all aspects of the financial reporting cycle
Examine reports and data to identify areas of opportunity and develop strategies to improve financial results
Examine various reports to evaluate the effectiveness of various policies and procedures
Examine reports and determine the impact of financial activities on business operations
Examine, analyze and interpret financial data to identify opportunities for cost reduction and improve profitability
Examine, analyze and summarize financial data to identify opportunities for growth and profitability
Review of all business and operational reports to identify trends, opportunities and risks
Review, research and analyze data to identify opportunities for process improvements
Review all reports and analyze financial information to identify areas of opportunity and develop strategies to meet those opportunities
Reviews and reports on the effectiveness of various business models and financial analysis