Senior Financial Analyst Resumes: Sample and Free Template [2020]
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Planning the implementation of a comprehensive financial analysis and forecasting system for the company
Assisted in the development of a financial analysis and budget for the company's largest business unit
Assisted with the development of a financial model for the firm's new client
Assisted the Chief Executive Officer with all financial and operational matters
Assisted customers with account information and billing questions, as needed
Assisted Finance Department with the development of a financial model for the company
Assisted management with the preparation of financial reports and variance analyses
Assisted Executive Vice Presidents with the planning and implementation of financial plans for the company
Assisted management with the preparation of financial reports and presentations, including monthlyquarterlyannual budgets
Assisted Business Analytic with the preparation of financial reports and analysis
Assisted Accountants with various tasks including preparation of financial reports, analysis and reporting
Assisted in the analysis of business processes and systems to support the business strategy
Assisted with the creation of a financial analysis report for the Board of Governors
Assisted the Finance Director with various financial and business related activities
Assisted customers with the processing of loans and loan modifications; assisted with the processing of loan applications and closing
Assisted Finance Department with the creation of a monthly report for the department, which is used by all the Finance Depots
Assisted management with preparation of journal entry and analysis
Assisted and advised the Director of Financial Analysis with various tasks
Assisted Finance with the development of a financial analysis for the company's first annual financial statement
Assisted Executive Vice- President with the planning and preparation of annual budget for the department
Assisted on the preparation of financial reports and presentations for Board of Directors, including the preparation and submission of quarterly reports to the Federal Deposit Corporation
Assisted students with the completion of financial applications and other required documents
Assisted in the preparation of financial statements and reports for the purpose of preparing financial reports for the Board of Governors
Assisted clients with their mortgage loans, and assisted them with the process of applying for a loan
Assisted and advised senior financial analysts in the development of business strategies and financial analysis
Assisted and supported the Chief Executive Officer with all administrative duties, as well the preparation of monthly financial reports and other related documentation
Assisted management with the preparation of monthly and annual budget reports, including the review of financial data and analysis
Assisted HR Manager with all aspects of the Human Capital Management System
Assisted Finance Manager with the development of a financial reporting package for the Board of Trustees
Assisted management with the creation of a financial analysis and reporting package for the firm
Assisted Executive Vice Presidents with various projects and tasks as needed, assisted with the creation of new policies and processes for the company
Managed a team of 10+ Financial Analyst and Business Analysts
Managed day to date projects for the Financial Reporting and Accounting departments
Managed monthly, weekly and annual budget process for the entire organization
Managed day to date financial operations of the firm, which included managing all financial reporting, forecasting and budget preparation
Managed an accounting staff of four and a budget for the company
Managed day to date financial reporting for the firm
Managed client portfolios of $100 million in fixed assets
Managed the daily, quarterly & year end reporting for the company
Managed $2B budget for the Financial Analyst
Managed an accounting department of 20+ people and a budget for the entire company
Managed risk and performed analysis of business requirements
Managed various aspects of the financial reporting and accounting systems for a large multi-national corporation
Managed several large accounts and provided support to the accounting staff
Managed the daily activities of a team consisting primarily in the financial and operational functions of a large-volume bank
Managed and maintained a high-volume of client financial transactions, ensuring accuracy and efficiency
Managed all aspects of the business including financials reporting, forecasting and analysis of business results
Managed multiple projects and provided support to the senior leadership team in a variety of financial reporting activities
Managed accounting operations for a multi-billion company with $2 billion in revenue
Managed client relationships and ensured timely, efficient processing of client transactions and financial reports
Managed monthly and annual budgets for the firm, which included forecasting and budget analysis
Managed various projects for the firm's financial reporting and analysis, as well the development of financial models and reporting
Provided guidance and support to the Senior Analyst in all areas of financial reporting, analysis and management
Provided oversight of the accounting and finance departments for a multi-million dollars annual budget
Provided the ability to analyze and report on the status of all financial activities
Provided analysis and recommendations to management on the effectiveness of financial reporting and analysis
Provided guidance and direction to the team in order for them to meet and exceed goals
Provided support to the Financial Analytical Team in developing and implementing a comprehensive financial model for the organization
Provided technical assistance to the Finance department with various accounting tasks
Provided advice and support to the Financial Services department on various aspects of the financial industry
Provided input to the Senior Vice Presidents of Finance and the Senior Vice-President, Financial Planning
Provided the highest quality of financial analysis and support to the Senior Financial Advisor
Provided support to the Chief Executive Officer and Senior Management team in the preparation of monthly financial reports
Provided assistance to the Director of Finance and other departments
Provided oversight of the daily accounting operations for a multi-billion company
Provided project management and oversight for the implementation of a new accounting software
Provided advice and guidance to senior management on the development and execution of financial strategies, policies & procedures
Provided technical support to the Accounting Department and assisted with preparation of monthly financials
Provided timely and thorough support to the Accounting Manager and Senior Accountants
Provided the highest levels of support to clients and partners
Provided leadership and guidance to the Accounting team in support of a large-format financial reporting project
Performed analysis of the financial data and provided analysis to the senior management team
Performed various duties including, data analysis and reporting
Performed complex analysis of financial statements and other documents to identify trends, risks and variances
Performed variance analyses and analysis of the business to identify areas for improvement and opportunities
Performed analysis of various business transactions and financial data to support the business
Performed data entry of financial information into the system and entered data in a timely matter
Performed research and prepared monthly reports for the Senior Management
Performed research and analyzed the current financial situation of a client's portfolio
Performed quarterly and year to-date analysis of all financial statements
Assist members with questions regarding the benefits of their health plan
Assist members with questions regarding financial information
Assist in the creation of a new budget for the organization
Assist customers with the preparation of their annual budget and the preparation of financial statements
Assist client with the creation of a new account
Assist with the development of financial models and reports for the purpose of analyzing and evaluating financial information
Assist Finance Manager in the development of a financial model for the organization
Assist client with all facets of financial planning and investment management, as well a wide range of financial analysis
Assist members with questions, problems and complaints regarding accounts
Provide analysis and guidance to clients on the status of various financial products and services
Provide excellent client support and assist with the processing of financial transactions
Provide insight and recommendations to clients on the use of various financial products and services
Developed and maintained a comprehensive budgeting system for the organization
Developed a new process for the accounting team to review and analyze the financial statements of a large, publicly traded corporation
Developed, maintained and updated the Financial Reporting Process for all of the Company's subsidiaries
Developed an integrated, comprehensive reporting package for the Financial Analyst
Developed business requirements and specifications for the application development lifecycles of a large-scale financial institution
Developed business plan and financial models for the firm
Developed strategies to increase the profitability of a portfolio
Developed procedures for the accounting of all financial data and reports
Developed & Imaged a Business Analysis and Reporting system for the company's largest customer
Developed comprehensive business plans and strategies to achieve revenue goals, manage risk and maximize profits
Developed relationships with key decision-making stakeholders to provide strategic direction and guidance on the financial reporting processes
Developed, maintained and managed a portfolio of over 200 clients
Developed the business plans for a $2B global company
Developed new and modified financial policies, including the annual operating budget and financial forecasts
Developed new and modified business plans to improve financial results, including forecasting
Developed the monthly, annual and year end closing schedules for the company, including preparation of financial reports
Developed the first Financial Statement for a large, international bank
Developed & maintained a database of over 100 clients and a database of approximately 200 accounts
Developed strategies to support the financial and operational goals of a $1 billion business
Developed relationships with customers to identify and address needs
Developed monthly and weekly reporting for the department's Financial Analyst
Developed strategic plans for the financial services sector of a Fortune 500 company with $100M in assets
Developed and maintained a financial analysis tool for the Department of Energy's (DoD) Financial Reporting Division
Developed a new process for the company to stream-line and automate all accounting processes
Developed a comprehensive, detailed and accurate accounting report for the purpose of identifying and correcting various accounting issues
Developed new accounting system for the company, including a new system for the bank
Developed business plan and managed the financials for a $2 billion business
Developed reports for the management of financials and analysis
Developed comprehensive business plans and strategies to achieve revenue growth, customer retention and financial performance
Developed analytical models to evaluate the financial status of various clients and to determine the most appropriate investment strategies
Developed reporting and accounting policies, procedures for the financial reporting and management of all accounts payable, receivings and payroll
Maintained and updated the financial information of all accounts, prepared and processed journal entries for the accounts receivables and payable departments
Maintained high levels of accuracy and professionalism in handling sensitive financial information
Maintained all aspects of the financial analysis and forecasting for a $1B, multi-millionyear business
Maintained detailed and thorough financial reports for the entire organization, including monthly and quarterly reports
Maintained an active and productive team of analysts, account managers and financial advisors
Maintained relationships with customers and clients to provide them with the best possible solutions to meet their financial goals
Maintained a balance between the client and company financial data;
Maintained the budget for all financial reporting and prepared the budget for all projects
Maintained client accounts by performing daily, monthly reconcilliations and account analysis
Maintained detailed records of financial information and performed data collection activities
Maintained daily and quarterly close of $100,001 to over [] in cash and credit card transactions
Maintained accounts payablereconvener database and performed general ledger entries for the firm
Maintained close contact with senior executives and clients to develop strategic business plans and execute
Maintained full accountability for financial operations of a multi -family, high volume real property development company
Maintained full responsibility for the daily financial activities of a large-scale multi -year, $100 billion global business
Maintained and updated client's accounts, processed credit memos and other financial documents for the client
Maintained the daily, quarterly and annual reports for the company's largest client
Maintained high level of accuracy and efficiency in the financial reporting of all accounts
Maintained monthly, weekly & quarterly financial reporting for the company's subsidiaries
Maintained an accurate and up to date account of financial data and trends
Maintained daily, monthly & annual financial reporting for the company's clients
Maintained current knowledge of the Federal Reserve's financial products and processes, including the Bank's financial policies and practices
Maintained compliance with GAAS and SEC requirements; developed, reviewed & approved monthly and quarterly reports; reviewed & analyzed financial data for the purpose of preparing financial statement and budget
Project Manage and execute the implementation of a comprehensive, integrated financial reporting system for the company
Led team of 10 Financial Analyst and Business Analytic analysts in the analysis of business and financial information for the purpose of developing and maintaining a comprehensive financial model for the company
Led an international group of analysts and financial advisors in the development of a new business model for the firm's global operations
Led teams of analysts and financial advisors in the preparation of monthly financial reports
Led global team of analysts and financial advisors to deliver a comprehensive portfolio of financial services products and solutions
Led multiple cross functional teams to deliver a high level of customer service and support to the client
Led the team in developing and executing a financial plan for the company, including a budget and forecast
Led team of five to implement and maintain a financial management system for the company
Led multiple crossfunctional team of Financial Analyst and Accountants
Led cross functional project to improve the accounting process and streamline processes to improve the accuracy of all accounts
Led an organization of 15 analysts and 2 project coordinator
Led daily, quarterly and year end financial close processes, including preparation of journal and balance sheet accounts for the purpose of preparing and maintaining monthly financial statements
Led an international group of Financial Advisers in the implementation and management of a comprehensive financial planning and forecasting software
Led global team of 10 financial professionals in the analysis and reporting of business performance
Led global team of Financial Advisers and Analytic Specialists in the development of financial products and processes
Led teams of 5 analysts in the analysis and reporting of financial statements
Led the development of a comprehensive financial reporting system for the firm
Led a team of four analysts in the analysis and reporting of financial statements for the company
Led cross-deposition of business unit to ensure timely and efficient processing of financial transactions
Led an organization of 15 employees in the areas including Accounts ReceivablePayroll, Payables and General Accounting
Led $1M annual revenue growth and managed all financial aspects of the firm
Led teams of analysts and financial professionals in the analysis, design and implementation of a new, more robust and cost-efficient accounting program
Led strategic planning and analysis of financial products, processes & systems
Led efforts to improve the accuracy of financial information and to stream line the financial process
Led project to implement a financial model for the firm's new product
Handled the daily processing of client financial transactions
Handled large volume of transactions and balanced daily
Handled various tasks such as, creating and updating reports for the Financial Services Department
Handled all of the daily cash handling and accounting for the company
Handled the daily accounting of all financial activities for the organization
Handled a high influx of in-house and outsourcerated client requests
Handled client's daily cash and deposits
Handled large amounts of data and prepared financial summation reports
Handled in-bound customer inquiries and complaints regarding account information, billing issues and service
Handled the day to night accounting functions for the largest financial services company in North Carolina
Handled the daily balancing of all accounts and reconciles the daily bank deposits
Handled large amounts of data and prepared financial statements, including cash flows and variance reports
Handled multiple projects and managed a team of analysts, including the development and maintenance of a comprehensive financial analysis and report
Perform data entry and review of financial reports
Perform complex analysis of business and financial information to support strategic business decisions
Coordinated and executed the implementation of a comprehensive ERPM solution for the entire organization
Coordinated all accounting activities for the firm
Coordinated a $2M annual capital project for the firm's largest customer
Coordinated client and internal financial transactions
Coordinated with the Finance Manager to review and resolve all outstanding accounts
Coordinated monthly and year to month reporting for the entire portfolio
Coordinated multiple internal and third parties to resolve discrepancies
Coordinated multiple business unit and department projects, analyzed data to identify trends and opportunities
Coordinated meetings with senior financial analyst to review and resolve any issues
Coordinated and managed the day to date financial activities of the firm's largest customer
Coordinated daily operations of the company's largest customer
Coordinated a team of financial professionals to develop and deliver a financial analysis of the business
Coordinated weekly meetings with clients to discuss financial and tax issues, including preparation of financial statements and tax return
Prepared all monthly and quarterly reports for the Director of Financial Services
Prepared the annual budget and presented to senior leadership for review
Prepared all monthly and quarterly reports for the company's largest client
Prepared annual budget and forecast, analyzed financial statements
Prepared annual and monthly financial reports for the company's Board of Directors, including financial statements and cash flows
Prepared monthly, weekly and annual reports for the Senior Vice President of Financial Services
Prepared detailed reports for the CEO and Board of Trusters
Prepared complex and confidential tax return for clients in the financial services industry; prepared and presented tax return to senior financial advisors
Prepared and analyzed monthlyquarterlies for the company, including all accounting and reporting
Prepared, analyzed and reported financial data for the Department of Treasury, and other departments
Prepared analysis of the business and financial data for senior management, analyzed the results and recommended action to senior managers
Prepared reports for the Director of Finance and Senior Management
Prepared detailed analysis of various business processes and financial models
Prepared weekly, quarterly and yearly financial statements for a large-volume of small businesses
Prepared complex and detailed analysis of financial statements for the purpose
Prepared analysis and recommendations for the annual financial plan and budget
Created, maintained and updated all accounting records for the firm
Created various spread sheets, graphs and reports for senior executives
Created and implemented a comprehensive, cost effective financial model for the company, which was used to forecast and analyze the financial status of each company
Created new processes and controls to stream line the process of accounting for all accounts receivable and pay-outs
Created spread sheets and performed data analysis for the financial statements
Created an automated system to monitor and report on the performance of all Financial Advisement and Loan Officers
Created an accounting department for the firm that provided a more efficient and effective accounting practice
Created accounting reports for the purpose of identifying and correcting discrepancies
Created various spread sheet for the purpose of identifying and reporting on the current status of all financials
Created the first and second financial reports for the department
Created spreadsheets and graphs to show the current status of accounts and to analyze the current financial status of each individual account
Created spreadsheets to assist in the creation of financial reports for clients
Created Excel spread sheets for the purpose of tracking and analyzing financial information
Created various reports and dashboard charts for the Senior Financial Analytical Analyst
Participated on the Board of Director and Executive Team for the company
Participated in the development of a financial model for the company's new business
Participated actively in the development of a comprehensive, integrated business plan for the company
Participated at the Senior Financial Analysis Team (SFAS).
Participated to provide financial analysis for the Board of Trustee
Participated to provide support for the Senior Management Team in all aspects of the financial operations
Participated during the transition of a $2 billion business from the US to Canada
Participated during the annual audit of all company assets and prepared financial statements for the company
Participated daily in the development of a financial model for the company's business unit
Participated as a key participant in the planning and development of a new budget process
Participated with the preparation of financial reports for senior leadership, including the review of monthly financial statements and the review of monthly budget
Participated and assisted in the implementation of a comprehensive Financial Analysis and Reporting (FAS) system for the Department of Energy
Participated actively in the planning of financial and business activities, including the analysis of current and future business conditions
Participated for the annual review of all Financials and provided feedback to the Senior Management team
Participated extensively in the implementation of a comprehensive Financial Analysis and Reporting System for the entire organization
Participated directly in the creation of a financial model for the company's business unit
Participated daily in the review of all loan documentation and the preparation of all required reports
Participated as a team player in the planning and development of a comprehensive financial planning and analysis project
Participated on the project teams to develop a financial analysis tool for the company
Participated with the implementation of a new reporting process, which included the creation of a new financial reporting package for the company
Participated and assisted in the preparation of financial reports for senior executives and clients
Participated in the implementation of a financial system for the firm's clients
Participated actively in the planning and execution of financial activities
Participated to provide analysis and recommendations for the implementation of a financial reporting system
Participated for the implementation of a new system for the accounting and reporting of all accounts payable invoicing
Participated to provide analysis and recommendations for the financial statement preparation and reporting
Participated during the transition of a new system to the accounting team, which involved a new process for the reconciliation of all financial transactions
Participated & led the team in developing a comprehensive business plan for the company
Maintain a high degree of confidentiality and professionalism in handling sensitive financial matters
Maintain data integrity by using the latest financial data and trends to forecast future business
Supervised the daily activities of a staff consisting primarily Financial Analyst and Loan Processor
Supervised five analysts and provided guidance to the business units on all aspects of the financial reporting process
Supervised staff of five and assisted with the implementation of financial policies and programs
Supervised daily cash flows for the company, and assisted in month end closings
Supervised and trained a group of 10 Financial Advisor's in the areas of cash flow analysis, risk assessment and financial planning
Directed business process analysis, project planning and execution
Directed analysis of monthly and year end close process for the company
Directed analysis of business operations to determine the best way of managing and controlling expenses
Directed business analysis of the company and provided guidance to senior management on business processes and procedures
Directed risk analysis of the company and provided financial advice to senior management and clients
Directed day-to -today operations of the firm's financial reporting, analysis and management systems
Directed analysis of the company financial statements and provided analysis of the financial statements to senior management
Directed credit risk assessment for the company
Served as a member of the Senior Management Team, providing guidance and support to the Senior Financial Analytical Analyst
Served in the capacity of Accounting Analyst for a major financial institution
Served customers with a high degree of accuracy and efficiency in the preparation of financial reports
Served a key leadership role in the creation of a comprehensive financial reporting system for the company
Served multiple clients with a focus on the development of financial reporting solutions for the client
Served with the firm as a liaison between clients and the firm's accounting department
Served customer service and administrative duties for a large clientele
Served as the Senior Account Manager for a multi -billion dollar company that provided the financial services to a diverse range of customers
Served on the Executive Board of a leading global bank, providing financial advice to the Board of directors and other executives
Served clients with a high-volume of in depth research and analysis
Served to assist in the analysis of financials for a $1B,000+ annual budget
Served to provide the best financial services for our client's clients
Served clientele in a variety of financial industries
Served customer service by assisting clients with financial information
Served a variety of administrative and clericial functions for the CEO, CPA and other executives
Served clients with a broad array of business and finance needs, from financial services to real-estate
Served clients with a broad array of business and technical needs, from financial services to business analysis
Served various roles in the development of a financial model for the firm's business units
Served for the Director of Financial Analysis and Senior Management
Served customer accounts and assisted with account inquiries, processed payments and provided customer with information on account status
Lead the development of a comprehensive accounting and reporting package for the company's largest clients
Lead the development of a comprehensive analysis and reporting system for the financial center
Lead the development of a comprehensive financial reporting system for the firm's largest customer
Lead project to implement a financial reporting solution for the company
Lead team of 10 analysts in the analysis and development of a portfolio management application for the US Treasury
Lead weekly meetings with clients to discuss the financial needs of their business
Oversaw monthly and annual financial close process for all accounts payable and receivables
Oversaw several large-scale, complex financial projects and led the development of a comprehensive financial analysis and forecasting system
Oversaw daily cash reconciliation of the company
Oversaw daily cash and expense reconciliation
Oversaw multiple projects and led the team to meet goals and deadlines in a deadline-driven, high volume work place
Oversee a staff of 10 employees and provide guidance to the Accounting Department on all financial matters
Implemented the first ever Financial Analysis and reporting process for the company
Implemented an internal reporting system to improve the efficiency of financial reporting
Implemented Oracle Costing and Accounting System for the entire organization
Implemented strategies to improve the performance of financial services and business processes
Implemented automated accounting software to automate the processing of monthly and quarterly financial reports
Implemented processes to improve the efficiency of financial analysis and report generation
Implemented new accounting software to track and report on all transactions
Implemented new procedures for the preparation of financials and analysis
Implemented an internal reporting tool to improve the efficiency of accounting operations
Implemented several strategies to reduce the cost of borrowing and to increase the value of assets
Implemented process improvement strategies to reduce the amount of errors and increase accuracy in the financial reporting process
Implemented several processes to track and report on the progress of projects
Implemented automated accounting systems for the purpose of reducing and maintaining expenses
Implemented automated reporting for the financial statement and led a group of analysts to develop and implement a reporting tool for the company
Implemented procedures to track and report on the daily activity of all accounts
Implemented a new system to manage the daily operations of a large-scale financial center
Implemented new accounting system for the company, which improved efficiency and increased profitability
Implemented the new system to streamline and improve the process of processing credit reports
Implemented an automated system to manage and report on the status of all financial and credit card accounts
Implemented an automated system to manage the daily cash and credit transactions for the bank
Implemented, maintained and tracked all financial data for the company
Implemented automated reporting and reconciliation system for the accounting team
Implemented & maintained a system to track and report on the financial performance of all assigned accounts
Implemented several new financial controls and procedures to ensure accuracy of the monthly financial reporting
Implemented cost-saving procedures to reduce the number of errors in monthly financial reporting
Conducted research and analyzed financial information for the company
Conducted market analysis and developed financial reporting for the firm
Conducted market analysis and financial modeling for the purpose of developing and implementing a new business model for the firm
Conducted a variety of financial analyses and analysis to determine the financial status of various business units
Conducted extensive analysis of financial statements and other documents to identify areas of risk and opportunities
Conducted all aspects of the financial analysis and preparation for all corporate, divisional & individual tax filings
Conducted risk assessments and provided financial advice to senior executives and clients
Conducted research and prepared statistical analyses of the company and client's financial performance
Conducted monthly and weekly analysis of the company
Conducted analysis of various loan originations and provided financial recommendations to senior executives
Conducted weekly and bi monthly audits of the accounting and general ledger accounts to ensure that all accounting and GAAs compliance requirements are adheres to
Conducted a variety of analysis and research on the impact of various financial policies on the business
Conducted daily and quarterly analysis of all accounts
Conducted a variety of analysis and financial modeling to assist in the development of financial and operational plans
Conducted business reviews for the purpose of determining compliance with regulatory requirements
Conducted quarterly and year to-quarter analysis of business processes and procedures to identify gaps in processes and recommended changes
Conducted quarterly and year to-end analysis of all accounts payable and account receival activities
Conducted business reviews of existing and new clients to ensure they were in the best possible financial position
Conducted research and analyzed the impact of various economic and financial policies on the economy
Conducted research and analyzed the data to identify potential opportunities for improvements in the business
Conducted due diligence on a wide variety of clients
Conducted and analyzed financial statement reviews, prepared journal and balance sheets
Conducted a thorough review of the financial statement and related documentation to determine the financial position of a company
Conducted thorough analysis of client's financials and made recommendations to the client
Established relationships with key decision-making stakeholders to provide strategic direction and guidance for the financial services industry
Established an internal audit program to identify and correct deficiencies in the accounting process
Established strong working relationship with the clients and their staff, including senior financial analysts
Established, managed and maintained a comprehensive financial system for the company
Established policies and guidelines for the accounting, finance & operations departments
Established processes and controls to improve the accounting process and increase efficiency
Established credit and collection procedures for the firm's largest clients
Established rapport with customers and ensured customer retention through effective sales and service of products
Established department procedures and policies to improve accuracy, productivity
Established and managed a team of analysts to ensure accurate and timely financial reports
Established a comprehensive, multi -disciplinary business development and financial analysis team, including a senior executive and two analysts
Established the first internal reporting structure for all the companies' financial statements and led a team of 10 to 15 financial professionals
Established the first internal audit process for all of the firm's financial reporting
Established an understanding of the current and projected economic climate, financial performance of the business and its impact on financial results
Established an extensive database of all clients and prospects in a timely manner to ensure accurate and on time reporting
Established procedures for the processing of monthly and year to month financial statements for the entire company
Established an automated reporting process for the financial management of all accounts payable and receiving activities
Established business processes and policies to improve the efficiency of financial reporting
Established processes and systems for tracking, analyzing financial statements
Established processes and systems for the analysis of business and market trends
Established project management and reporting procedures for the Financial Analyst and Senior Management teams
Established relationships with key clients and partners to provide a high-quality financial solution
Established an internal control program to ensure compliance with the Saratoshan, GAAP and Saratofan guidelines
Established procedures for the collection of monthly and annual account receivable
Established business relationships with key financial institutions and clients to provide timely, accurate financial information
Established rapport with customers and ensured that all customer inquiries were resolved in a professional and timely fashion
Supported business unit with financial planning and forecasting, budget analysis
Supported multiple projects and assisted in the preparation of monthly and quarterly financial reports
Supported Finance and Operations teams in the analysis of business and financial data for the company's largest clients
Supported management in the development of a comprehensive, cost effective and timely reporting tool for the company
Supported Sales and Operations teams with the development of new sales and operations strategies
Supported customers with account inquiries and resolved problems in a fast-paced, high volume call center
Supported the Senior Management and Business Development team with the analysis of business needs and provided recommendations for the improvement of their processes and systems
Supported management with preparation of annual budget and variance analyses for the Board of Directors
Supported and maintained the accounting department by preparing and analyzing reports, maintaining databases
Supported accounting team in preparing and processing financials for the company
Supported clients with their mortgage needs
Supported various projects and provided guidance to the Financial Services department
Supported three Vice- Presidents and four Senior Directors in the day-to -today operations of a large multi million-year financial organization
Supported accounting and budget processes, prepared monthly journal vouchers for all accounts receivable
Supported a team of accounting analysts in the development and implementation of a new system for the company's accounting and reporting systems
Supported management with preparation of financial statements and monthlyquarterly reports, including variance analyses
Supported and assisted in the development of a comprehensive, integrated Financial Management System
Supported a team of 10 Financial Analytical analysts in the development of a financial analysis package for the US Government
Supported accounting staff with month end close and preparation of financial reports, including journal entry and balance sheet preparation
Supported clients with the creation of financial plans and managed the implementation of financial products and services
Supported internal and client business development efforts by developing and implementing a new financial model for the firm's business units
Supported business development and strategic initiatives for the firm, including Developed and maintained relationships with clients to facilitate the development of financial and operational strategies
Supported clients with their business and financial goals, while providing excellent service to the clients
Prepare detailed analysis of business and financial data to identify opportunities for growth and develop strategic plans
Coordinate accounting functions for the firm's financial reporting
Completed the required coursework in Financial Accounting and Business Administration
Completed and processed a variety of complex transactions including cash advances, loan modifications and wire transfers
Completed an extensive training program for the Department of Defense (DoD).
Completed various accounting and financial tasks
Completed research and development of a financial model for the purpose of analyzing and evaluating financial performance
Completed reports for the Board of Trustee and other financial institutions
Completed a series of training classes to improve performance and increase productivity
Completed an extensive background in the areas of Financial Reporting (FAR) and Business Analysis (BAR), Financial Reporting, Risk Assessment (RAA).
Completed a comprehensive review of the company financial data to ensure that it meets the financial objectives of its customers
Completed two year of financial and operational research project for the company
Completed research and drafted a proposal for the company
Completed and submitted all necessary documentation for the budget submission
Completed an internship with the Department of Finance, and was responsible for the processing of all new and current accounts
Completed all required documentation for the financial statement submission process
Completed over $100M in annual sales and service transactions, with a focus on customer retention and profitability
Completed multiple projects and led a team of 10 to 15 people in the preparation of financial reports
Participate as a team member in the development of a comprehensive financial analysis and reporting system
Participate on the team to review and analyze financial data for the purpose of developing and implementing financial strategies
Participate with the Senior Management Team in developing and maintaining the financial reporting system
Participate directly in the development of financial models and budgets, including the analysis of variances and trends
Participate directly in the development of financial models and forecasts for the purpose of analyzing and evaluating financial information
Participate in the review of financial data and reports to identify trends, opportunities for process improvement and cost reductions
Participate and assist in the implementation of new financial software and procedures
Participate and lead the team in developing a comprehensive, integrated financial reporting solution for the company
Participate weekly in the annual audit of all accounts and financial statements
Participate daily in the review of financial reports and other related documents
Participate in the implementation of new financial systems and policies
Participate daily in the development of financial models and analysis
Involved in the creation of a comprehensive, multi -faceted accounting and finance system for the organization
Involved creating and implementing a comprehensive Financial Analysis tool for the company
Involved on a team of Financial Analyst and Senior Finance Manager
Involved closely with the implementation of a comprehensive credit risk analysis program
Involved on a project to improve the accuracy of financial information
Involved in the analysis of monthly financial reports and prepared the annual operating budget
Involved with the implementation of a new financial system for the organization, including a financial reporting process and the development of a financial reporting tool
Involved the analysis of financial data and trends to develop strategies for the financial reporting and analysis of business operations
Involved developing and implementing a financial reporting system for the company's clients
Involved primarily in the development of financial models and reporting
Involved primarily in the creation of financial models and analysis for the company's portfolio of fixed assets
Involved directly with the implementation of a financial system for the firm
Utilized Quickbooks to create and manage reports for the company's financial reporting
Utilized SAP to create and maintain a comprehensive database of financial information for the company
Utilized a proprietary system to manage and analyze the daily, weekly & month end close process
Utilized Excel to analyze and reconcile all accounts receivable, payable & general ledgers
Utilized Microsoft Office to create and edit financial statements
Utilized advanced analytical and problem-resolution abilities to resolve customer issues and ensure timely payment of outstanding balances
Utilized various tools to analyze and forecast the impact of various financial products and services on the business
Utilized knowledge of the financial and operational aspects to analyze, forecast financial results and recommend appropriate action
Utilized inbound and out bound data to analyze, identify and resolve customer issues
Utilized MS Office to create and manage financial statements for the company
Utilized expertise in the areas of credit analysis and risk assessment to identify potential risks and opportunities
Utilized my knowledge of financial reporting to provide timely and thorough financial analysis of the business
Utilized Quickbooks to manage and reconcile accounts payable, payroll taxes
Utilized a comprehensive analysis of the business and its potential for growth
Utilized a proprietary system to create and analyze variance statements, including the analysis of variances, and to provide monthly reports
Utilized a proprietary system to process and reconcile accounts receving $1 million in monthly revenue
Utilized various accounting and reporting tools to track financials for the company's clients
Utilized advanced analytical techniques to determine the most effective and accurate financial solutions for clients
Utilized SAP to develop and analyze monthly, annual financial reporting packages
Utilized Microsoft Office, Quick Books and other accounting tools to prepare financials for client
Utilized knowledge of accounting, tax and compliance to assist with the preparation of financial and tax returns
Utilized extensive research and data to identify, assess & develop financial models for the company's business unit
Utilized an automated financial software system to manage the daily, weekly and annual financials
Utilized MS Office, Word & PowerPoint to develop and edit reports, memos & other documents
Utilized knowledge of bank products and financial statements to provide analysis of the company's cash flow and balance
Utilized the following software applications to manage and maintain the financial data of a small, mid to large scale business
Utilized Excel to create and analyze financial statements for the purpose of preparing financial analysis for the purpose of analyzing and reporting on the impact of various business and financial activities on the organization
Utilized a variety of accounting and financial systems to analyze, forecast,.
Utilized various accounting systems to prepare and analyze monthly, quarterly financial reports
Utilized advanced Excel functions to calculate and report financial position of the bank
Utilized SAP to create and manage the Financial Plan for a large, multi million-dollar business
Utilized proprietary software to manage and track financial information for clients, as well to analyze and reconcile client's cash flows
Utilized knowledge of accounting software to prepare and process all financial reports for the firm
Utilized multiple systems to analyze and report on the performance of various business units
Utilized MS Excel to prepare and analyze monthly, annual financial reports for the Division of Finance
Utilized strong analytical and interpersonal communication skills to assist in the preparation of financial and accounting reports
Processed and analyzed all incoming financial information for the firm's clients and prepared monthly financial statements
Processed and analyzed all transactions for the purpose of preparing and analyzing financials for the Board of Trusters
Developed and maintained a comprehensive database of over 200 financial institutions
Develops and maintains a comprehensive portfolio of credit and investment products
Develop new and innovative financial strategies to support the business objectives
Develop reports for management, including financial analysis and budget
Develop reports and analyze results to identify areas of potential cost savings and increase profitability
Developed and maintained spread sheets, financial statements
Developing and implementing a comprehensive financial analysis tool for the business to analyze and evaluate financial information
Support in the development of financial models and analysis
Assisting clients with the preparation of their annual tax return, preparing and submitting financial reports to the Internal Audit Committee and other financial advisors
Assisting management with month end closing and journal entry, including preparation of monthly and year end financial reports
Assisting and training the Accounting team in their duties and tasks
Assisting students with questions regarding financial information
Assisting Finance Department with the processing of financial statements and supporting documentation
Assisting members with questions regarding the benefits of retirement
Assisting all clients with their accounts and financial transactions, as well
Assisting in the creation of a financial statement for the firm
Assisting with the analysis of financial data and providing the necessary information to support financial planning
Assisting clients with the application of financial planning and accounting procedures
Assisting and advising customers with the purchase of new equipment and services
Assisting client with daily transactions
Assisting management with the development of new financial reports and supporting the development of new accounting procedures
Assisting in the development of financial models and reports for the management of financial and business operations
Assisting and supporting the Director of Finance with financial and operational reports
Assisting client with the development of financial models and reporting
Ensured all accounting and financial reports are completed in a professional and timely fashion
Ensured all required documents were received and filed in a manner that was consistent with the company's financial reporting standards
Ensured accuracy of monthly financial reports and ensured timely processing of all financial reports
Ensured a high degree of customer service and retention
Ensured a smooth and efficient process for the collection of all delinquent accounts, including the collection of past dues, and payment arrangements
Ensured a high degree of customer satisfaction by accurately and efficiently processing customer payments, resolving issues and complaints
Ensured quality of the financial statement and prepared monthly reports for management
Ensured the accuracy of all information in a database, ensuring that all financial information in the database was up and accurate
Ensured timely and efficient execution of financial reporting
Ensured the timely and effective preparation of monthlyquarter-ends financial statements and related documentation
Ensured accurate and complete documentation of financial statements for each business unit
Ensured proper accounting of cash flow and financial statement analysis for the company, including all financial reporting
Ensured accuracy of monthly, annual and semi -month-end financial reporting
Ensured appropriate and efficient accounting of financial data
Ensured the accuracy of financial information and prepared reports for senior executives, including the monthly financial close process
Ensured accurate and complete reporting of all transactions, cash flow and balance sheet
Ensured accuracy of monthly, weekly and quarterly reports for the company's financial management
Ensured proper documentation of the loan application and closing documents
Ensured proper documentation of the client's account and ensured that it is in good working order
Ensured customer satisfaction by resolving issues and concerns; maintained accurate records of customer inquiries and comments
Ensured high levels of compliance with all regulatory and internal policies, standards of operation
Ensured regulatory compliance and adherence to all company policy
Ensure a high degree of customer satisfaction by ensuring all financial transactions are accurately recorded and processed
Ensure accurate and complete data collection, reporting & management
Ensure accurate and complete data for all accounts payable and receivable
Trained and supervised a team of Financial Analyst and Accountants
Trained new hires on the use of various software applications and systems
Trained in the following areas of financial reporting, analysis and management
Trained as a Senior Financial Advisor for the company's first year of operations
Trained the staff on how to properly process and reconcile the daily cash deposits
Trained team of 10+ employees on the new ERPS system
Trained personnel on the use of SAP and Excel spread sheets
Trained & supervised a team of accounting analysts and account managers
Trained & developed a team of 10+ Financial Analyst Analysts
Trained on the new accounting systems and processes for the bank
Trained as a Business Intelligence Specialist and worked with the Senior Financial Analyst
Trained employees on the proper procedures for their daily duties and responsibilities
Trained all staff on the proper accounting practices and processes for the company's financial reporting
Trained the staff on how to properly process and close accounts
Trained clients on the various types of loans and how to use the loan process
Trained with the use of Quickbooks and other software applications
Trained new employees on the use of Microsoft Excel
Trained on the following systems and applications
Trained over 100 employees on the use of a new system to manage the accounts receivable and payable
Trained employees on the proper procedures for handling and reporting of financial information
Trained employees on the new software and provided support to the team in a fast-paced, high volume call environment
Trained by the Department of State to assist in the preparation of financial statements and reports
Processed and prepared journal entries for the company
Processed all journal entry and account reconciliation for the entire division
Processed credit reports and financial data for the entire portfolio of clients
Processed the daily financial reports for all of the company
Processed customer requests for information and provided support to the client
Processed applications for the Federal Government, and provided technical assistance to the Department of Homeland Security
Processed and reconciling daily bank transactions
Processed all new and renewal of accounts for the firm
Processed payroll for all salons and assisted with employee benefit enrollment
Processed customer payments for the entire store, and handled cash transactions
Processed customer payments for loans
Processed the monthly, weekly & quarterly reports for the department
Processed all new and renewing loans for the branch
Processed various types of loan documents, such a commercial and personal loan, to ensure that the customer received a high level of quality customer service
Processed the daily transactions for all accounts
Processed over $100, 000 in transactions each quarter
Processed applications for loan approval and disbursals
Designed and developed a new system to manage the daily financial activities of a large, multi-national corporation
Designed a comprehensive, accurate and compliant reporting package for the company's largest client
Designed & Imaged a Financial Analysis and Reporting system for the company
Designed new processes and procedures for the Accounting department, which resulted in a reduction of the time it took to complete a new audit by 50%.
Designed an automated reporting system for the Financial Management Department to track and analyze the status of all accounts
Designed new reporting system for the business to improve efficiency and accuracy
Designed new reporting structure to reflect the financial position of each client
Designed models to analyze the impact of various business units on the financial and operational processes
Designed analytical models to analyze and report on the performance of various financial products and processes
Designed various reports and dashboard presentations for the Senior Management team
Designed Excel spreadsheet to track and report on the financial performance of various clients
Designed the business model and managed all financial reporting for the company
Designed monthly, annual financial reporting packages for all levels of management
Designed new Excel formulas to calculate the number of accounts in a given portfolio
Designed business cases and developed a comprehensive analysis of the current financial status and future needs of the organization
Designed complex and highly effective reports to track financial transactions
Designed business process and procedure to stream line the financial process
Designed data model and developed reports for the financial services department
Designed various reports and spread sheet to assist in the management of financial information
Designed automated and semi -structural reports for the purpose of analyzing and reporting on the financial performance of various clients
Designed and implemented a financial analysis program for the Department of Energy (DOER).
Designed a new system to manage the financials of a small company
Designed new processes and implemented them into the system to improve accuracy and efficiency
Designed an automated process to manage the financial reporting of all clients and their respective accounts
Designed business process and operational processes to improve the financial reporting and analysis of a large-sized company
Designed analytical tools to support the business needs of clients
Designed customized reports to track and analyze the performance of various business processes
Collaborated with the Finance Department to analyze and resolve complex issues
Collaborated on the implementation of a financial management software
Collaborated closely with the Senior Management Team to identify and mitigate risk
Collaborated extensively with the Senior Management Team to develop and execute the annual budget
Collaborated daily with the Senior Management Team to review and approve all financial documents for the company
Collaborated, developed and implemented a comprehensive analysis of the business and financial data to support the business objectives
Collaborated daily with the Senior Management Team to review and approve all financial reports, prepare monthly and annual budget reports for the Senior Financial Analytical Team, and assist in the preparation
Collaborated between the Finance Department and various internal teams to develop a comprehensive reporting package for the company
Collaborated with the Senior Management Team to ensure compliance with the Company and GAO
Collaborated cross functionally with senior financial analyst to provide monthly and quarterly financial reports to the Board of Trustee
Collaborated as a team member to develop and execute a comprehensive financial analysis for the firm's clients
Collaborated cross functionally with the Financial Services team to develop and implement a comprehensive financial analysis process for the entire organization
Collaborated on the design and execution of a comprehensive project management system for the company, including a comprehensive business analysis system and an extensive database of all financial and operational records
Collaborated closely with the Financial Services Director to provide advice and guidance on various financial issues
Collaborated across the company to analyze and improve processes
Collaborated between the Finance, Operations and Accounting teams to create a new business model for the company
Collaborated successfully with the Board of Trustee to create and implement a strategic plan to improve the company
Collaborated with senior leadership to ensure that the business plan was executed and delivered on time
Collaborated with other analysts to plan and analyze the impact of new technology on business processes and procedures
Collaborated directly with the Financial Director to ensure all aspects of the financial operations were in compliance with the Federal Financial Regulation
Collaborated with other financial advisors to provide guidance on the use of financial software
Collaborated regularly with clients to identify and implement strategic plans for their business and to identify opportunities for improvement
Collaborated with the Finance and Operations teams to ensure compliance with the Bank's internal policies and regulations
Collaborated on the creation of a new reporting package for the Financial Services Division
Collaborated and developed a business process improvement project to reduce the time it takes for a client to process an invoice by 30 days
Collaborated closely with the Finance Manager to develop and maintain the departmental financial statements
Collaborated extensively with the Finance team to develop and maintain a financial reporting system for the company
Collaborated across multiple teams to create and execute a successful financial analysis project
Collaborated to develop and execute a new reporting process for the Financial Services Division
Collaborated to develop and maintain a comprehensive accounting program for the firm's clients
Collaborated with the CEO and COO to plan, execute financial planning and analysis for the organization
Collaborated cross-functional efforts to develop and execute a new financial management system for the company
Collaborated directly with the Executive Vice President of Operations and the Chief Operating Officer to ensure that the financial reporting processes are in accordance with the company policies and procedures
Collaborated cross-functional team to ensure the smooth and timely execution of financial transactions
Collaborated weekly with the senior financial analyst to provide analysis of the business and to identify areas of opportunity
Collaborated as a team with the Senior Accounting Manager to develop and execute the monthly, quarterly financial statements
Collaborated effectively with the senior leadership team to develop and implement a new financial model for the organization
Accomplished and results driven Financial Professional with a solid track of success in the financial industry
Accomplished in managing and analyzing complex, high volume financial reports
Accomplished with a strong background in the areas of business development, financial management and strategic planning
Accomplished measurable goals and objectives by meeting financial targets, managing risk and implementing controls
Accomplished Manager with a proven record of achieving financial results in a fast paced environment
Accomplished and results oriented individual with a proven record of achievement in the finance industry
Accomplished in the analysis of complex and highly confidential documents for the purpose of preparing and analyzing financial reports
Accomplished in the analysis of complex and highly confidential client accounts
Accomplished by providing excellent client relations and problem- solving, while maintaining a high standard of customer satisfaction
Accomplished the tasks of providing a financial and analytical analysis of the company
Accomplished professional with a solid background in the finance field and a strong ability to lead teams in the execution of business strategies
Accomplished business professional with a solid track of achieving results in a fast pace environment
Accomplished the ability to accurately and efficiently report on all transactions, including the preparation of financial statements and other supporting data
Accomplished with a strong focus on business analysis and reporting
Accomplished by working with the Financial Analyst to analyze and resolve issues with the accounts
Accomplished measurable results in managing multiple projects concurrently
Accomplished by developing and maintaining a strong working knowledge of the business and its operations
Accomplished Executive with a solid track record of achieving results in a variety financial industries
Analyzed monthly and year-to -year variance reports for the company
Analyzed all varables and reconciles monthly variance
Analyzed all aspects of the financial reporting and management systems for the company's largest clients
Analyzed client's business and credit needs to identify potential opportunities and develop solutions
Analyzed all aspects of the financials and provided guidance to senior management on financial and operational matters
Analyzed various data and made decisions to correct various errors
Analyzed complex and confidential financial data to determine the most efficient and effective method of processing transactions
Analyzed credit reports and financial data to identify trends, develop and implement strategies to meet the needs of customers, and to ensure that the customer receives outstanding services
Analyzed daily cash flows, financial reports and forecasts to identify opportunities for growth and improve profitability
Analyzed customer accounts and financial data to identify trends, develop strategies and recommend solutions
Analyzed various data and made adjustments to the accounting records
Analyzed business requirements for a large client, including financials and business process
Analyzed complex and highly sensitive client information to ensure accurate and timely processing of client financial transactions
Analyzed daily cash and balance reports for the entire branch and assisted in month end closings
Analyzed current and projected business conditions to identify areas of improvement and opportunities for cost reductions
Analyzed various business models and financial reports to develop a strategic plan for the company
Analyzed and interpreted the results of financial statements and prepared reports for management
Analyzed the business and identified areas of improvement for the company's business
Analyzed all aspects of the business including financial reporting, cash management and budget preparation
Analyzed complex data and prepared financial reports for management, clients and internal departments
Analyzed complex and confidential data to identify trends, develop and present reports to executive leadership, senior management and other business partners
Helped to create and implement a financial analysis program for the company
Helped the team to develop and maintain a financial model for the company's business
Helped create and maintain a new accounting department, including the creation of a new filing system, and the creation of a monthly budget
Helped the Finance department with their annual financial reporting and prepared the monthly reports for management
Helped manage the daily operations of a small, fast paced financial institution with a focus on customer satisfaction and the financial well being of its customers
Helped create and maintain a comprehensive, accurate accounting of the company's assets and expenses
Helped analyze and develop financial models for the purpose of analyzing and evaluating financial performance
Helped prepare and present monthlyquarterlies for the CEO
Helped set up and manage the new financial institution, including all aspects of the business
Helped establish and implement a financial analysis department for the firm
Helped increase the efficiency of financial analysis by developing a more efficient and accurate financial reporting system
Helped in the creation of a monthly variance statement for the company
Helped clients with various accounting and tax related tasks including preparation of financial and tax related reports, preparing journal vouchers for client's use
Helped analyze and forecast the monthly, year to-end financial statements and the annual budget
Helped manage the entire process of a new loan
Helped create and manage a team of analysts to analyze and report on the financials of a $3B global financial services organization
Helped implement a process to reduce the number of delinquent customers by 30 days
Helped prepare and submit annual reports for the State of California
Helped analyze and forecast the impact of various changes in financial performance
Helped facilitate the creation of a comprehensive, high level accounting and financial analysis package for the company
Helped assist with the creation of a financial model for the company
Helped to develop and execute a new business model for the firm's financial products
Helped to develop and execute a new financial analysis system for the firm
Helped develop and maintain a portfolio of $100MM in fixed assets
Helped in the preparation of financial statements and analysis for the company
Helped the company achieve a high level of customer retention
Helped clients with the creation of their own portfolios and financial statements, as they pertained to their investments
Helped the company achieve a 100% on time payment of its loans
Helped create and maintain a database of over 100 clients
Helped clients with financial analysis and reporting, as required
Helped establish a company to help the financial analyst with their daily operations