Senior Financial Analyst Resume Sample

All companies run on their profits and their corresponding budgets, and they need to have solid, fact based, long term plans to keep their profits as high as possible. A senior financial advisor is a highly trained and experienced individual who works to make all of this happen and guide the different aspects of their business.

How to Become a Successful Senior Financial Analyst?

A bachelor’s degree in a financial field is a required minimum for almost every company, though that will typically only secure an entry level position. Higher up positions will require you to have a more extensive training as well as education, namely either a master’s or a PHD.

You will likely begin in the financial department of whatever company you are hired for as an entry level worker on a team that reports to a supervisor. Here you will learn about the standard operating procedures for the company and also how to work on a financial team to achieve goals set for the corporation.

Once you have gained enough experience you will be placed in charge of other employees and be a senior advisor, and new hires will take guidance and plans from you. Solid leadership skills will be just as important as financial knowledge, as you will need a whole team working together for your tasks.

The company and its many branches will look to you for advice on momentary decisions, as large amounts of money will be on the line if the wrong choice is made. You will always want to review a wide array of resources and tools before giving hour advice, so being thorough is of critical importance.

The Best Senior Financial Analyst Resume Samples

These are some examples of job descriptions we have handpicked from real Senior Financial Analyst resumes for your reference.

Senior Financial Analyst

  • Prepare and provide financial support to Business and Senior Management and analysis of the products’ profitability by providing monthly presentations of the current state.
  • Analyzed budget planning and future forecasting and prepared and analyzed KPI’s and SWOT analysis reports.
  • Managed the Equities’ department’s operational workflow by providing management with reports on the status of ongoing projects, future forecasting, and a detailed budget planning analysis.
  • Enhanced the Transcript Request software with IT creating a 40% reduction in workflow saving 40% of the team time in sending work items to Bloomberg’s vendor.

Senior Financial Analyst

  • Created 3 years forecast for Balance sheet, Profit & Loss A/c & Cash Flow statement to determine the clients’ likelihood of ‘Non-performing Asset’ status.
  • Prepared quarterly budget & forecast reports & evaluated them with Actual values to observe inconsistency.
  • Spearheaded due diligence of the client’s background through market research, SWOT & Industry Analysis.

Senior Financial Analyst

  • Preparing, documenting, and reconciling monthly/quarterly home office and zone office Invoices to subsidiaries and international branches.
  • Review, validate, and update the cost allocations for the international zones.
  • Participating in expense planning assignments and supporting controllable expense planning applications.

Senior Financial Analyst

  • Prepare multiple monthly schedules for different bank reconciliations for various bank accounts.
  • Balancing monthly general ledgers using the infor smart office software.
  • Preparing monthly memoirs stating issues in various accounts which need to be corrected and sending them to each respective department.

Senior Financial Analyst

  • Led frequent meetings with each business unit to review financial results and address any business issues that would affect the next month’s projections.
  • Interacted daily with team members in Germany to obtain commentary on financial results for Europe and any other business-related issues.
  • Prepared summary of financial performance plans for key business units for senior management on a monthly and quarterly basis.

Senior Financial Analyst

  • Developed new financial models to evaluate strategic initiatives (e.g. outsourcing, capital investments and cost containments.)
  • Participated in and lead various initiatives, including IT and accounting projects.
  • Assisted Senior Manager to help identify and implement cost reductions that realized $3 million by streamlining bundle packages to eliminate credit memos.
  • Spearheaded Annual Operating Plan development for the organization by working with internal departments.

Senior Financial Analyst

  • Understood market, dynamics, price/volume trends and outlooks, and recommended actions that led to profitable growth.
  • Worked with management to develop and implement strategic plans, initiatives, and direction.
  • Directed and resolved technical issues to ensure quality support environment and obtain maximum customer based satisfaction.
  • Test delivered applications to ensure they properly meet the requirements of the business needs.

Senior Financial Analyst

  • Partnered with Senior Management in the implementation of Enterprise level SQL Server database management system to track CPE inventory units across Time Warner markets and service areas.
  • Built and maintained complex SQL queries for data analysis and data extraction.
  • Designed UI elements for presenting reports, and assisted in defining and implementing code standards.
  • Create custom reports using SSRS (SQL Server Reporting Services) and communicated results via Microsoft SharePoint.

Senior Financial Analyst

  • Partnered with colleagues across the region to understand variances to prior year and forecast.
  • Researched down to the Strategic Business Unit level to identify strong and weak performers.
  • Interpreted US economic data as released throughout the month.
  • Studied trend of commodity prices to help explain results for various product lines.

Senior Financial Analyst

  • Primary responsibilities include the management of DDB’s working capital programs, evaluation of potential and current client’s credit worthiness as well as the approval of credit terms.
  • Create and maintain the budgets for numerous departments within corporate North America.
  • Perform valuation of our investments in affiliates through discounted cash flow analysis.

Senior Financial Analyst

  • Developed detailed spreadsheets to identify trends and develop rolling forecasts.
  • Identified process deficiencies and implemented automation using Microsoft Excel and Microsoft Access.
  • Monitored/reported Key Performance Indicators and provided analysis.
  • Contributed to growth trend by developing strategic recommendations for management regarding long-range planning.
  • Consolidated overall picture of businesses using a dashboard created in Microsoft Access.

Senior Financial Analyst

  • Responsible for the construction and maintenance of financial models to track variances between the current forecast, yearly budget, and previous year actuals for all of our business units.
  • Lead in month end close process through various reporting and analysis submission of expense, revenue, and commission accruals and reclasses.
  • Review and analyze variances between actuals vs projections, investigate discrepancies, and recommend solutions.

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