Financial analyst

Financial analyst
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Financial analyst
Financial analyst
Resume examples

14Financial analyst resume examples found

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Financial analyst

Experienced

Recruited to undertake due diligence and restore company profitability, involving considerable improvements to finance, HR, payroll, and legal operations. Managed product initiatives including sourcing, contracting and designing business models and break-even analyses.

  • Directed final infomercial campaign and closer of U.S. business, and retrained staff to provide industry analysis and U.S. best practice research and analysis of U.S. retail best practices.
  • Reviewed contracts for international product distribution and OLM.
  • Completed and managed annual budgeting and monthly financial reporting.
  • Achieved recovery by liquidating inventory, producing a 38% recovery rate, and eliminating unprofitable campaigns.
  • Utilized forensic accounting expertise to identify $300,000+ of missing accounts receivables previously missed by auditors from third-party distributors and negotiated settlement.
  • Minimized losses by identifying and creating database queries to track unshipped products.
  • Reduced call center costs by identifying and resolving customer service issues.
  • Increased order conversion by launching a live representative call center.
  • Established new accounting closing procedures and policies, reducing monthly close from 25 to 10 days.
  • Collaborated with auditors to complete an annual audit that was four months behind schedule from previous management.

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Private equity analyst

Experienced

Performed technical due diligence for $1B+ acquisitions and effectively recommended post-merger action, modeled integration costs, an appropriate mix of investments, potential risks, and opportunities using technical accounting expertise and researcher and executive interviewer skills to determine growth trends, quality net assets, financial statement analysis, and cash flows for Fortune 100 clients. Collaborated with Technology, Risk, and advisory teams on Private Equity projects.

  • Launched Minneapolis Social Impact Community to promote the first national MBA case competition on social impact. Secured internal sponsorship, hosted the event, and created marketing materials.
  • Led complex IT projects and provide guidance and direction to multiple executive stakeholders and external partners. Ensured profitable performance, efficient operations, improved sales, and profit margins.

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Credit analyst

Experienced

Managed a $25 million credit portfolio. Collaborated with clients to acquire necessary collateral, cultivate strong relationships, and maximize additional credit opportunities. Administered credit policies have proven to minimize losses and grow sales. Established credit lines, controlled bad debt levels across the portfolio, and mitigated risk with proprietary finance alternatives. Proactively addressed necessary credit resolutions.

  • Created a credit risk management environment of acceptable quality, in terms of established credit guidelines; developed sound, acceptable credit policies.
  • Managed account receivables and all related functions; renegotiated account receivable balances, streamlined processes, and improved client retention rates.
  • Investigated and verified financial status and reputation of prospective customers applying for credit; reviewed credit references and Dunn and Bradstreet data to determine applicant suitability.
  • Evaluated and provided analysis, conclusion, and recommendations to determine credit line amounts; communicated information to customers and team members.
  • Reviewed and adjusted credit lines regularly; revoked lines of credit upon receipt of external information pertinent to the financial strength of account.
  • Identified problem accounts and negotiated payment programs with delinquent customers.
  • Improved the department's Daily Sales Outstanding (DSO) collections rate by (40%), in less than one year.
  • Reduced bad debt by (90%), within five years.
  • Consistently reduced net bad and account receivable aging quota to less than .25% of yearly sales.

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Financial analyst

Experienced

Directed general accounting, finance, and budgetary control, maintenance of fiscal records, and preparation of financial, sales, and operational reports. Presented accounting and financial statement and analysis data to the executive team and recommended improvements.

  • Collaborated with senior sales leadership, human resources, accounting, and finance departments to define optimal performance measurements and management programs – partner in the development of annual rebate, incentive, and general compensation programs.
  • Developed and executed analysis of business initiatives, product launches, new service offerings including discounts; work closely with sales and marketing to establish pricing strategies.
  • Implemented key processes and strategies to achieve the company’s financial goals and objectives.

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Private equity analyst

Entry level

Worked within a fast-paced environment to build client relationships and facilitate strategic financial plans.

  • Leveraged research skills to analyze various market trends to facilitate strategic acquisitions.
  • Participated in meetings along with superiors, top executives and boar members in the firm.
  • Worked within a team of skilled associates to perform due diligence and evaluate the potential returns of investments
  • Performed ad hoc duties as required to improve performance and optimize skills.

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Financial analyst

Entry level

Developed strong end-to-end knowledge of the investment and consultancy industry within the company’s structure and through exposure to various functions within Tier 1 and Tier 2 financial organizations. Established relationships with stakeholders from a wide business network and portfolio.

  • Applied analytical skills to process large amounts of data to find profitable opportunities and investments.
  • Supported the consolidated reporting, analysis, and business planning across the company’s investment division.
  • Demonstrated a strong understanding of economic trends, social and political situations, and regulations that could impact a client’s investments.
  • Reviewed potential investments to ensure there were no issues that could lead to complications to the overall health of stable profits.
  • Wrote clear and well-structured business documents to help investors understand growth opportunities and risks.

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Private equity analyst

Experienced

Multifaceted role requiring analytical and relations expertise to efficiently evaluate and explore investment opportunities.

  • Facilitated high-profile acquisitions and harnessed invaluable insights by cultivating an extensive network of key players within the industry.
  • Coordinated an executive team of financial analysts to thoroughly evaluate investment opportunities and successfully build client portfolios.
  • Streamlined fund databases to optimize efficiency and whilst organizing resources and business insights to facilitate operational workflows.
  • Facilitated cross-functional collaborations to expedite processes and grow returns.

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Financial analyst

Entry level

Conducted data analysis of the company’s operational business and processes under the supervision and direction of the senior risk analytics manager. Worked on several high-impact projects daily, tasked with controlling costs, forecasting income, and improving key processes.

  • Reviewed financials to ensure accounting integrity and performed research and reconciliation as required.
  • Tasked with developing and evolving insight financial analytics and reporting to ensure the lead analyst accessed up-to-date data.
  • Helped to maintain financial data and structural integrity across company systems to ensure reporting quality.
  • Prepared operational and financial dashboard reports to managers to relay variance analysis and revenue predictions.
  • Ensured applicable internal and external financial standards were compliant according to federal and company standards.

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Private equity analyst

Senior

Complex, data-intensive role, requiring financial research, analytical and relations expertise to build a valuable network of key industry players to promptly harness insights to build portfolios.

  • Led routine meetings with clients to provide them with a comprehensive analysis of their current investment portfolio encompassing risk assessment, returns, etc.
  • Leveraged relations expertise with build a valuable network of key industry players and manage relations with clients to gain and harness business insights.
  • Utilized financial analysis and modelling expertise to track and analyze asset values and identify cost saving opportunities.
  • Conducted extensive research and due diligence to promptly identify and explore opportunities, resulting in a 30% increase in return on investments.

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Financial analyst

Entry level

Worked directly with all departments to maintain and support decision-making by ensuring the integrity of the internal and external data infrastructure analysis. Conducted various operational ad-hoc and regular reports by synthesizing data from numerous sources into clear and concise decision-making tools.

  • Assisted with forecasting and reporting, working to standardize reporting across the company by automating processes.
  • Performed value-added ad-hoc data analysis to help senior analysts drive investment decisions by identifying promising opportunities.
  • Took on a variety of additional responsibilities based on the company's needs to improve processes and procedures.
  • Conducted daily and monthly reporting management reports among other duties under the supervision and guidance of the lead analyst.
  • Supported accounting by reviewing existing processes and made recommendations for performance improvement.

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