Financial analyst
Resume examples

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.

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.

Conducted quantifiable examinations of prospective clients for lines of credit. Evaluated collateral values in processing requests and then formulated written credit-approval packages or denial memos.

• Examined existing customers through various statistics matrix, developed scoring structures, and conducted assessments to certify that systems remained accurate.
• Practiced general accounting principles and financial acumen proficiency in evaluating aspirants' ongoing records and gauged the applicants' financial solidness based on existing data.
• Analyzed income growth, quality of management, market share, probable risks of the business and collateral appraisal.
• Conducted and supervised financial statement analysis using advanced accounting expertise.
• Supervised team leads with monthly financial reports to ensure all measures remained in line with monthly targets.

Maintained excel models to serve as the primary sources of the health company’s financial projections. Oversaw the monthly, quarterly, and annual facility evaluation processes by engaging in recurring operational and financial meetings and monitoring metrics to reflect current industry trends.

• Created and updated competitive analyses by using available resources and allocated expenses to each respective facility.
• Drove the highest internal audit scores in company history by establishing best practices for internal controls.
• Achieved a 30% first-year revenue increase by reviewing and redefining the service pricing structure of healthcare services.
• Transformed the health company’s financial model from transactional to consultative, driving investment and sales strategies.
• Reviewed and performed an in-depth analysis of all monthly, quarterly, and annual financial results.