Financial analyst
Resume examples

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.

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.

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.

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.

Oversaw the budgeting, variance reporting, and analysis for the company’s line of business and effectively disseminated results to enable decision-making as a key strategic partner to the company. Demonstrated ability to prepare, understand, and communicate detailed financial projections.

• Utilized multiple sources to prepare monthly, quarterly, and annual management reports to inform key stakeholders of market trends.
• Built and managed numerous channels of a P&L focusing primarily on product family profitability and cost sales components.
• Crafted an innovative business plan to drive growth along all 4 pillars of the company’s central strategy.
• Performed price, volume, and mix variance analyses to understand and communicate impacts on the company’s bottom line.
• Identified and communicated operational trends that represented a significant positive or negative impact on the company.

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.

Assisted the Financial and Accounting Departments in preparing property investment reports, rent calculations, and lease forecasts. Collaborated with management on client strategies and creation of presentation content for weekly, monthly, and ad-hoc meetings.

• Provided a broad range of financial, operational, and transactional needs to investment leadership and business partners.
• Reviewed property financial statements and leases for accuracy to prepare analytical reports every quarter.
• Analyzed real estate financing opportunities and reported potentially complex transactions to key stakeholders, management team, and clients.
• Liaised and negotiated lease and purchase terms with borrowers and lenders to ensure the company’s portfolio remained profitable.
• Assisted financial and accounting departments with operational projects including appraisals and modeling for several funding and exit scenarios.