senior financial analyst Resume Examples

Have you been using your time as an entry-level financial analyst to build your skills, intending to reach for richer opportunities? After years of studying the data you have gathered and applied to investment or corporate financial models, do you feel ready to formulate your own strategies and projections? You may be ready to shake up Wall Street, but first, you will need to carve out a place for yourself as a candidate on the shortlist with an attention-grabbing senior financial analyst resume. Headhunters spend much of their time looking for the diamond in the rough, and they are adept at sizing up an applicant with a mere glance at the resume. With our pro tips, you can target your job research to learn what specific qualities prospective employers want to see. Then, peruse our resume sample collection for suggestions on how to tailor your talents into an effective summary, format, job history, and list of certifications with the best chance of impressing recruiters. You need a face-to-face interview to win your new supervisory role, and our resume-writing tools can help you demonstrate that you deserve one.
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Andrew Smith

Phone: (000) 000-0000
Email: [email protected]
Address: 287 Custer Street, Hopewell, PA 00000

Professional Summary

 Having worked in a corporate environment for more than 2.5 years in operational and banking and finance sector i came across various technical approach while handling team projects and assignments ,but i realized the real difference lies when someone has technical knowledge of what they are doing backed by management skills.Right from the beginning i have keen interests in learning be it analyticals skills or soft skills and if i get the opportunity to be trained by the sharpest mind of the country it will help me shaping not only by management skills but also groom my overall personality. MBA will help me to inculcate leadership qualities like decision making during crisis which is a vital part in any corporates. It will not only help me in increasing my knowledge and learning about management skills  but also to be a better person tomorrow both technically and individually.

Employment history

Aug. 2018 – Jul. 2019 Marytown, Maine
SENIOR FINANCIAL ANALYST, Gusikowski Group
  1. Reconciliation and settlement of Fixed income products(Corporate bonds, Municipal bonds,Commercial bonds,Zero coupon bonds)
  2. Verifying traded discrepancies and working with traders to resolve any kind of discrepancy in a trade by broker to broker reconciliation
  3. Trade confirmation to client through real time trade matching platform.
  4. Dealing with purchase and settlement of trades via contract and DTC settlements
  5. Mailbox management including settlement if fail trades, confirmation of trades to counter parties,dealing with trade escalation from higher management.
  6. Unidentified aged breaks resolution including cash breaks by reconciling all possibilities and finding out the root cause of the break and providing ETA's to the traders for resolution to clear the break and finally posting journals and closing any invalid mission that is related to the trade.
  7. Resolution of aged breaks by clearing perfect uptown between broker accounts and finally preparing monthly KRi reports to be handed over to higher management to avoid extra focus charges due to failing trades.
  8. Updating SOP on a regular basis depending upon minor or major changes made by management in order to carry out a stream line process.
  9. Updating daily activity trackers, volume trackers in order to track the volume of trades, on a daily basis.

ACHIEVEMENTS
1. Awarded spot award certificate for excellence in performance in the month of october 2018.
2. Awarded spot award certificate for excellence in performance in the month of December 2018 .


Sep. 2017 – Nov. 2017 North Emerson, Michigan
FINANCIAL ANAYLYST, Mohr and Sons
  1. Reconciliation of closing mortgage document 
  2. Validation and verifying closing disclosures of borrower 
  3. Validation of loan amounts by Reviewing the credit score of borrower. 
  4. Underwriting FHA, VA Loans by Reviewing documents like Note, deed of trust.
  5. Adjusting loan amount depending on client specific instruction and loan programmes.
  6. Interacting with US clients and providing them day to day solution regarding their mortgage issues and also arranging the signing and notary documents between the third party and the borrower,by providing a specific signing date where all the closing of the loans take place.

ACHIEVEMENTS
1. Team movement from DOC release team to Closing disclosure team due to excellent and consistent performance.

Education

Oct. 2016
BACHELOR OF TECHNOLOGY (B.TECH): ENGINEERING (7.65 CGPA)
  • The Goldner - East Elton, Iowa
Jul. 2010
CENTRAL BOARD OF SECONDARY EDUCATION: CBSE (XII) - 87.4%
  • DuBuque University - Corkeryborough, Rhode Island
Mar. 2010
INDIAN CERTIFICATE OF SECONDARY EDUCATION: ICSE (X) - 87%
  • Watsica Institute - Benjaminhaven, Nebraska

Skills

COOKING AS A FAVORITE PAST TIME
PLAYING GUITAR
BASIC AND ADVANCE KNOWLEDGE OF MICROSOFT WORD, EXCEL, POWERPOINT
HAND ON EXPERIENCE IN DOING TEAM WORK
BASICS OF C PROGRAMMING

Awards

Additional information

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Andrew Smith

Phone: (000) 000-0000
Email: [email protected]
Address: 287 Custer Street, Hopewell, PA 00000

Professional Summary

 Having worked in a corporate environment for more than 2.5 years in operational and banking and finance sector i came across various technical approach while handling team projects and assignments ,but i realized the real difference lies when someone has technical knowledge of what they are doing backed by management skills.Right from the beginning i have keen interests in learning be it analyticals skills or soft skills and if i get the opportunity to be trained by the sharpest mind of the country it will help me shaping not only by management skills but also groom my overall personality. MBA will help me to inculcate leadership qualities like decision making during crisis which is a vital part in any corporates. It will not only help me in increasing my knowledge and learning about management skills  but also to be a better person tomorrow both technically and individually.

Employment history

Aug. 2018 – Jul. 2019 Tempiemouth, Oklahoma
SENIOR FINANCIAL ANALYST, Langosh LLC
  1. Reconciliation and settlement of Fixed income products(Corporate bonds, Municipal bonds,Commercial bonds,Zero coupon bonds)
  2. Verifying traded discrepancies and working with traders to resolve any kind of discrepancy in a trade by broker to broker reconciliation
  3. Trade confirmation to client through real time trade matching platform.
  4. Dealing with purchase and settlement of trades via contract and DTC settlements
  5. Mailbox management including settlement if fail trades, confirmation of trades to counter parties,dealing with trade escalation from higher management.
  6. Unidentified aged breaks resolution including cash breaks by reconciling all possibilities and finding out the root cause of the break and providing ETA's to the traders for resolution to clear the break and finally posting journals and closing any invalid mission that is related to the trade.
  7. Resolution of aged breaks by clearing perfect uptown between broker accounts and finally preparing monthly KRi reports to be handed over to higher management to avoid extra focus charges due to failing trades.
  8. Updating SOP on a regular basis depending upon minor or major changes made by management in order to carry out a stream line process.
  9. Updating daily activity trackers, volume trackers in order to track the volume of trades, on a daily basis.

ACHIEVEMENTS
1. Awarded spot award certificate for excellence in performance in the month of october 2018.
2. Awarded spot award certificate for excellence in performance in the month of December 2018 .


May. 2017 – Jun. 2017 Port Fredericabury, South Dakota
FINANCIAL ANAYLYST, Grady and Sons
  1. Reconciliation of closing mortgage document 
  2. Validation and verifying closing disclosures of borrower 
  3. Validation of loan amounts by Reviewing the credit score of borrower. 
  4. Underwriting FHA, VA Loans by Reviewing documents like Note, deed of trust.
  5. Adjusting loan amount depending on client specific instruction and loan programmes.
  6. Interacting with US clients and providing them day to day solution regarding their mortgage issues and also arranging the signing and notary documents between the third party and the borrower,by providing a specific signing date where all the closing of the loans take place.

ACHIEVEMENTS
1. Team movement from DOC release team to Closing disclosure team due to excellent and consistent performance.

Education

Jul. 2016
BACHELOR OF TECHNOLOGY (B.TECH): ENGINEERING (7.65 CGPA)
  • Gusikowski University - Lake Teodoromouth, Oklahoma
Nov. 2010
INDIAN CERTIFICATE OF SECONDARY EDUCATION: ICSE (X) - 87%
  • West Goldner Institute - Billiemouth, Delaware
Oct. 2010
CENTRAL BOARD OF SECONDARY EDUCATION: CBSE (XII) - 87.4%
  • Abshire Institute - Alannabury, Illinois

Skills

COOKING AS A FAVORITE PAST TIME
PLAYING GUITAR
BASIC AND ADVANCE KNOWLEDGE OF MICROSOFT WORD, EXCEL, POWERPOINT
HAND ON EXPERIENCE IN DOING TEAM WORK
BASICS OF C PROGRAMMING

Awards

Additional information

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Related Resumes & Cover Letters

More Job Descriptions for senior financial analyst Resumes

1

senior financial analyst

  • Processing of Intercompany Cross charges raised from ASIA and Europe Region.
  • Booking of AP Journals based on information provided in supporting and Hotel Billings from 120199. 
  • Preparation of Serengeti Activity on a monthly basis. 
  • Preparation of Performa Invoices for Thailand, Korea, Taiwan and Philippines basis on the local requirement and settlement.
  • Posting of Month-end re-class journals for Foreign Exchange, Accrual, repayments and Deferrals.
  • Preparation of Intercompany Reconciliations on monthly basis and clearing open items standing in them on frequent basis. 
  • Update SOX control checklist on monthly basis and provide details for sample testing.
2

senior financial analyst

  • All major financial implications from Products & Marketing Divisions are collaboratively influenced through a stronger relationship formed with Executive and Department heads in reducing advertising spend and understanding the various marketing campaigns executed for financial implications on targets (Budget).
  • Finance modelling developed for Project Clearway (faster conversion of loan applications to sales) adopted by the project director.
  • System based Forecast process rollout to Business.
  • Assisted business become advocates of good financial stewardship with organisation culture of the credit union. 
  • Regular and on-time delivery of Divisional Performance Packs / Balanced Scorecard approach.
  • Monthly Board Reporting (CFO Performance Pack and CEO Economic Report) 
  • Recognized by Business as value add professional (Received Products & Marketing Division’s Values Award).  
3

senior financial analyst

  • Obtaining and extracting information from various parties related to Lease contract
  • Analysis of the lease contracts in accordance to IFRS 16
  • Analysis of impact and implementation of the new standard of IFRS16 Leases
  • Assisting the Assisting Manager / Manager in the maintenance of the IFRS16 contracts
  • Perform analysis on certain balance Sheet / Profit & Loss accounts
  • Ensure period close activities are completed on a consistent, accurate, timely basis and in accordance with work instructions and month end closing checklist
  • Assist in reclassification / ad hoc journals for reporting
4

senior financial analyst

  • Provides annual Profit and Loss Plan, quarterly PnL and variance analysis, quarterly Cash Forecast, and leads in presenting the reports to stakeholders.
  • Checks the integrity of journal entries.
  • Provides Inventory report to RD&E team managers
  • Supports in the annual Fixed Asset exercise in compliance to the annual Fixed Asset audit.
5

senior financial analyst

  • Work with various project managers to perform Monte-Carlo analysis and develop models to justify budgets for all IT-Service projects. 
  • Developed a VB executable file to deliver expense reports in excel to the divisional Manager’s e-mail at the end of every month.
  • Perform monthly headcount analysis, trend analysis and constantly monitor for new potential strategic projects based on pre-defined policies. All of these were automated using VB Macro and Excel
  • Perform relevant Adhoc modeling and analysis for various projects as required by the Client and Management using VBA Macros and Excel
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