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senior financial analyst: Resume Samples & Writing Guide
Employment history
Senior Senior Financial Analyst, McKinsey & Company Chicago, Illinois
July 2023 – Present
- Monitor and analyze monthly operating results against budget
- Develop and maintain financial databases
- Assist in the preparation of budgets and financial plans
Associate Senior Financial Analyst, Bain & Company Boston, Massachusetts
February 2022 – June 2023
- Assist in the development of financial plans and forecasts
- Provide financial advice and knowledge to management and other departments
- Analyze potential mergers, acquisitions and investments
Jr. Senior Financial Analyst, Deloitte New York, New York
August 2020 – January 2022
- Perform financial forecasting, reporting, and operational metrics tracking
- Monitor and analyze monthly operating results against budget
- Analyze and report on financial performance and other key metrics
Education
Ross School of Business, Ann Arbor, Michigan
Financial Analysis, July, 2020
Skills
Social Media
Documentation
Accounting
Technical
Business Analysis
Cost Control
Auditing
Variance Analysis
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Employment history
Junior Senior Financial Analyst, PwC Dallas, Texas
April 2022 – January 2023
- Monitor and analyze monthly operating results against budget
- Perform financial forecasting, reporting, and operational metrics tracking
- Analyze and report on financial performance and other key metrics
Education
McCombs School of Business, Austin, Texas
Master of Science in Finance, February, 2022
McCombs School of Business, Austin, Texas
Bachelor of Science in Human Resources, February, 2018
Skills
Leadership
Risk Management
Computer Literacy
Database Management
Financial Analysis
Financial Statement Analysis
Business Process Improvement
Variance Analysis
Professional Summary
A Senior Financial Analyst with extensive expertise in Business Strategy & Analysis. Proven ability to drive strategic business decisions through financial analysis and data-driven insights.
Employment history
Senior Senior Financial Analyst, Bain & Company Boston, Massachusetts
December 2012 – Present
- Perform financial forecasting, reporting, and operational metrics tracking
- Analyze financial data and create financial models for decision support
- Analyze potential mergers, acquisitions and investments
Associate Senior Financial Analyst, Deloitte New York, New York
December 2011 – November 2012
- Provide financial advice and knowledge to management and other departments
- Identify trends in financial performance and provide recommendations for improvement
- Analyze complex financial information and reports to provide accurate and timely financial recommendations to management
Entry Level Senior Financial Analyst, Alvarez & Marsal Houston, Texas
July 2010 – November 2011
- Develop financial models and analyses to support strategic initiatives
- Assist in the development of financial plans and forecasts
- Analyze potential mergers, acquisitions and investments
Education
Harvard Business School, Boston, Massachusetts
Risk Analysis, May, 2010
Skills
Reporting
Documentation
Risk Management
Negotiation
Financial Forecasting
Risk Analysis.
Cost Analysis
Business Analysis
Employment history
Chief Senior Financial Analyst, Accenture San Francisco, California
October 2020 – Present
- Develop and maintain financial databases
- Assist in the development of financial plans and forecasts
- Identify trends in financial performance and provide recommendations for improvement
Senior Financial Analyst, Ernst & Young Miami, Florida
October 2019 – September 2020
- Assist in the development of financial plans and forecasts
- Analyze and report on financial performance and other key metrics
- Develop and maintain financial databases
Junior Senior Financial Analyst, Accenture San Francisco, California
October 2018 – September 2019
- Provide financial advice and knowledge to management and other departments
- Develop and maintain financial databases
- Develop presentations and reports to summarize current and projected financial performance
Education
Stanford Graduate School of Business, Stanford, California
Bachelor of Science in Business, August, 2018
Skills
Relationship Management.
Leadership
Stress Management
Decision Making
Risk Analysis.
Auditing
Financial Analysis
Financial Reporting
Professional Summary
A highly motivated Senior Financial Analyst with an extensive background in Business Strategy & Analysis. Proven success in leveraging financial data to develop actionable insights to drive strategic business decisions.
Employment history
Lead Senior Financial Analyst, Alvarez & Marsal Houston, Texas
October 2013 – Present
- Support the annual business planning process
- Assist in the preparation of budgets and financial plans
- Provide financial advice and knowledge to management and other departments
Associate Senior Financial Analyst, McKinsey & Company Chicago, Illinois
April 2012 – September 2013
- Develop presentations and reports to summarize current and projected financial performance
- Analyze potential mergers, acquisitions and investments
- Analyze and report on financial performance and other key metrics
Junior Senior Financial Analyst, Deloitte New York, New York
October 2011 – March 2012
- Analyze and report on financial performance and other key metrics
- Support the annual business planning process
- Prepare ad-hoc financial analysis and reports as requested
Education
Stanford Graduate School of Business, Stanford, California
Master of Science in Finance, August, 2011
Stanford Graduate School of Business, Stanford, California
Bachelor of Science in Business Management, August, 2007
Skills
Troubleshooting
Stress Management
Mentoring
Risk Management
Auditing
Cost Analysis
Business Intelligence
Financial Reporting
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senior financial analyst Job Descriptions; Explained
If you're applying for an senior financial analyst position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers.
When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.
6
senior financial analyst
- Generated financial statements and facilitated account closing procedures each month.
- Preparing forecast reports for assigned business units
- Created periodic reports comparing budgeted costs to actual costs and forecast.
- Preparation of cash flow statement and profit & loss statement on monthly basis for use by business
- Computation of various performance metrics including RevPAR & house profit
7
senior financial analyst
- Supports the financial reporting process by providing periodic financial data to functional management on an accurate and timely basis. This includes providing data and reports for analysis and completing research on variances to plan, prior year, and forecasts. Also, prepares periodic flash report for further review.
- Supports the fiscal year planning process by providing historical data and trend information for review. Inputs plan into firm’s planning system and distributes final plan to functional management. Supports the preparation of periodic forecasts for national and regional management review.
- Advisory support by providing scenario and sensitivity analysis to enhance business decision making
- Periodic analysis on engagement Profitability based on Revenue, Headcount, Costs and Margin
- Headcount planning and analyzing Utilization, Direct and Indirect costs
- Variance analysis with Current vs. Plan and Prior year trends
- Expense control dash board reporting with previous year trends and charts
8
senior financial analyst
- Supported client in processing and reconciling fixed income securities of various indexed for daily and monthly reporting
- Uploading index files in client system and reviewing the load process
- Ensuring accuracy of the benchmark Data using vendor sources and client system and providing reports to client to make necessary correction and adjustment in the case of breaks and differences that are outside the agreed tolerance level
- Evaluated competitor data and statistics to develop business investment strategy and drive growth
- Delivered financial oversight and advice to corporate stakeholders to improve strategic planning
- Improved operational efficiency and cultivated cost reduction and increased productivity
- Reviewed statistical information to determine financial trends for use in investment planning
9
senior financial analyst
- Managing relationship between the oversight team, client and Hub location on daily and weekly calls. Trained on multi-clients and transferred the knowledge to new FTEs in Oversight and Hub locations.
- Played a vital role in migration of the process from Oversight to HCL Coimbatore.
- Effectively communicated in handling the conflicts with counterparts smoothly.
- Worked as SME for Start of the day business activities by converting the raw data into the system generated files for the day-to-day collateral activities.
- Regular monitoring of client’s cash and stock position for timely settlement.
- Assigned as spoke to balance the SLA and deliver reports across clients.
- Assigned ownership of managing activities of almost 10 clients during the client-off.
10
senior financial analyst
- A direct point of contact for the client – Operates as a vital link between the client and operations
- Plays an important role with the Client Manager to develop an environment that provides motivation and opportunities for the team
- Assess, understand, analyze the client requirement and ensure the deadlines are adhered to
- Help company achieve objectives and revenue goals
- Establish milestone and objectives
- Lead teams in developing and defining business requirements for retention products
- Work with teams to deliver quality product
senior financial analyst Job Skills
For an senior financial analyst position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.
How to include technical skills in your resume:
Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few.
Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."
- Data Mining
- Financial Modeling
- Financial Forecasting
- Business Analysis
- Budgeting
- Strategic Planning
- Business Process Improvement
- Data Analysis
- Business Intelligence
- Variance Analysis
- Cost Analysis
- Financial Reporting
- Financial Analysis
- Financial Statement Analysis
- Excel Modeling
- Business Planning
- Variance Reporting
- Auditing
- Cost Control
- Risk Analysis.
How to include soft skills in your resume:
Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently.
Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.
- Communication
- Interpersonal
- Leadership
- Time Management
- Problem Solving
- Decision Making
- Critical Thinking
- Creativity
- Adaptability
- Teamwork
- Organization
- Planning
- Public Speaking
- Negotiation
- Conflict Resolution
- Research
- Analytical
- Attention to Detail
- Self-Motivation
- Stress Management
- Collaboration
- Coaching
- Mentoring
- Listening
- Networking
- Strategic Thinking
- Negotiation
- Emotional Intelligence
- Adaptability
- Flexibility
- Reliability
- Professionalism
- Computer Literacy
- Technical
- Data Analysis
- Project Management
- Customer Service
- Presentation
- Written Communication
- Social Media
- Troubleshooting
- Quality Assurance
- Collaboration
- Supervisory
- Risk Management
- Database Management
- Training
- Innovation
- Documentation
- Accounting
- Financial Management
- Visualization
- Reporting
- Business Acumen
- Process Improvement
- Documentation
- Relationship Management.
How to Improve Your senior financial analyst Resume
Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.
Employment history
Senior Senior Financial Analyst, KPMG Atlanta, Georgia
May 2012 – May 2022
- Develop financial models and analyses to support strategic initiatives
- Assist in the preparation of budgets and financial plans
- Monitor and analyze monthly operating results against budget
Senior Financial Analyst, Ernst & Young Miami, Florida
October 2011 – April 2012
- Develop and maintain financial databases
- Develop financial models and analyses to support strategic initiatives
- Analyze financial data and create financial models for decision support
Entry Level Senior Financial Analyst, Capgemini San Jose, California
October 2010 – September 2011
Education
Ross School of Business, Ann Arbor, Michigan
Doctor of Philosophy in Business Analytics, August, 2010
Ross School of Business, Ann Arbor, Michigan
Bachelor of Science in Business, August, 2006
Skills
Customer Service
Teamwork
Attention to Detail
Professionalism
Strategic Planning
Cost Control
Auditing
Budgeting
Unexplained Year Gaps and Missing Job Experiences are a No-no
Gaps in your resume can prevent recruiters from hiring you if you don't explain them.
Key Insights- It's okay to have gaps in your work experience but always offer a valid explanation instead of just hiding it.
- Use the gap to talk about positive attributes or additional skills you've learned.
- Be honest and straightforward about the gap and explain it using a professional summary.
How to Optimize Your senior financial analyst Resume
Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.
Paul Ingram
490 Creekwood Drive, Topanga, CA 90290Employment history
Lead Senior Financial Analyst, PwC Dallas, Texas
August 2016 – Present
- Mointor and anaylze monthly operating results agianst budget.
- Assist in the preperation of budgets and finacial plans.
- Perform financail forecating, reportin, and operational metrices trackin.
Senior Financial Analyst, Alvarez & Marsal Houston, Texas
February 2015 – July 2016
- Analise finacial data an crete finacial models fer decision support.
- Analize comples financial informations and reportes to provide accurte and timley financial recomendations to managment.
- Provide financal advive and knoledge too management and other departments.
Jr. Senior Financial Analyst, KPMG Atlanta, Georgia
February 2014 – January 2015
- Assist in the preperation of buggets and financail plans.
- Develp and maintin financila databses.
- Develp financail modles an analyses to suport strategc initiatives.
Education
McCombs School of Business, Austin, Texas
Bachelor of Science in Business, December, 2013
Skills
Relationship Management.
Risk Management
Flexibility
Creativity
Data Mining
Auditing
Financial Statement Analysis
Variance Reporting
Avoid Spelling Mistakes and Include your Contact Information
Missing contact information prevents recruiters from understanding you're the best fit for the position.
Key Insights- Make sure you're not missing contact information on your resume. That should include your full name, telephone number and email address.
- Make sure to use a professional email address as part of your contact information.
- Highlight your contact information and double check that everything is accurate to help recruiters get in touch with you.
senior financial analyst Cover Letter Example
A cover letter can be a valuable addition to your job application when applying for an senior financial analyst position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.
Senior Senior Financial Analyst
Ernst & Young
Miami, Florida
Ernst & Young
Miami, Florida
Greetings Ernst & Young Recruitment Team
I am a results-driven Senior Financial Analyst with 3 years of experience in Business Strategy & Analysis. I am excited to submit my application for the Senior Senior Financial Analyst role at Ernst & Young, where I believe I can make a valuable contribution to your team.
Throughout my life, I have pursued my passion for Market Research and have gained experience in this field as a result. This experience has given me valuable skills such as Social Media and Documentation, which I am excited to bring to this position. I am eager to work with a team that shares my enthusiasm as a Senior Financial Analyst and help your organization achieve its well determined goals.
I appreciate the opportunity to apply for the Senior Senior Financial Analyst position. I am confident that I can make a valuable contribution to your organization and that together there is no challenge that we cannot overcome. I will be waiting, hopeful for what the future will bring.
Bests,
Jeff Anderson
915-406-9620
[email protected]
Jeff Anderson
Showcase your most significant accomplishments and qualifications with this cover letter.
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Build your Resume in 15 minutes
Give yourself the best chance of standing out from the competition!
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.