A junior financial analyst is responsible to support the seniors in
analyzing the financial activities of the organization.
Not exact matches
Designed to streamline your banking
activities, the
Analyzed Checking account from Santander Bank can make your
financial life easier with features like online access to Santander's online treasury banking portal for your reporting and account needs.
He represents
financial institutions in preparing and reviewing compliance manuals,
analyzing underlying suspicious
activities,
analyzing documentary evidence related to grand jury and administrative subpoenas, Commissioner's Subpoenas issued under letters rogatory and multi-lateral assistance treaties.
However, they will also
analyze its implication on the global
financial stability, tax evasion and illicit business
activities.
At the same time, however, it is important to
analyze its implications for
financial stability, tax evasion and illegal
financial activities.
While the exact job of a person in an Executive Management position can vary from business to business, some of the most common
activities tend to include creating a
financial budget, communicating with heads of company departments,
analyzing overall performance and implementing strategies to better meet goals.
Gather,
analyze, prepare and summarize recommendations for
financial plans, acquisition
activity, trended future requirements, and operating forecasts.
The firm's focus is to
analyze client's
financial statements, risk assessment and control testing
activities.
Common work
activities for an Investment Banking Analyst include researching market data, updating their knowledge of market trends, monitoring their clients» finances,
analyzing cash flow, reading
financial news, preparing reports for client use, and making recommendations to fund managers.
This includes monitoring costs and keeping a check on statistics, coordinating with staff for the preparation of certain reports, checking the
financial forecasts of hospitals and pharmacies, reporting the CFO,
analyzing trends and variances and other related
activities.
He / She involves in the
activities of
analyzing financial health and assessing creditworthiness of the applicant.
• Recorded assets, liabilities, revenues and expenses by compiling and
analyzing account information • Handled accounts payable and receivable
activities by following set standards and principles of accounting • Documented
financial transactions by entering correct information into the system and recommended
financial actions by
analyzing accounting options • Reconciled
financial discrepancies by ensuring that appropriate data is collected and
analyzed • Prepared payrolls and payments by verifying documentation and requesting disbursements
We are looking for a reliable
Financial Manager that will analyze every day financial activities and subsequently provide advice and guidance to upper management on future financi
Financial Manager that will
analyze every day
financial activities and subsequently provide advice and guidance to upper management on future financi
financial activities and subsequently provide advice and guidance to upper management on future
financialfinancial plans.
Reviewed and
analyzed the
financial results and trends, documented the cost allocation and assignment methodologies, maintained and updated the
activity - based costs in SAS profitability system.
Analyzed, researched, and reviewed all
financial and accounting
activity for major variances or accounting discrepancies and assisted the department manager in resolving issues prior to the accounting closing period.
Vision Corner, Houston TX 2008 — 2010 Optometric Technician Handled daily accounting
activities,
analyzed monthly
financial reports using Microsoft Office 2010, QuickBooks, and OfficeMate.
Financial Reporting Accountants support a company's financial activities by collecting and analyzing financ
Financial Reporting Accountants support a company's
financial activities by collecting and analyzing financ
financial activities by collecting and
analyzing financialfinancial data.
Usual duties seen on a Finance Business Analyst resume include
analyzing financial reports, presenting data to executives, making recommendations, predicting business
activity, setting up
financial data analysis procedures, and maintaining
financial data security.
• Perform month - end consolidation
activities such as accounting for foreign branches and cash flow entries • Oversee the development of monthly management reporting packages including identifying critical forecast gaps • Perform in - depth analysis to ensure completeness and accuracy of statistical data • Evaluate correlation among statistical data and summarize findings across clients and products •
Analyze both current and past
financial data and performance to help make informed decisions for the future • Explore investment opportunities and provide feedback to management to help them decides which ones to explore further • Create and maintain effective communication with key members to provide information regarding
financial closings and deliverables • Research and prepare variance analysis and explanations and report deliverables
Management Accountant Lightstream Resources, Las Vegas, NV 2/2005 — 7/2010 •
Analyzed business performances and provided recommendations on methods to prevent problems • Prepared
financial data and statements such as profit and loss accounts, budgets and cash flows • Ascertained that company spending was in line with approved budgets • Recommended cost saving
activities and effective strategies to improve business value • Ascertained compliance of the company's systems with established procedures and
financial regulations
Analytical and logical thinker, adept in
analyzing the business»
financial activities and draft strategies for
financial planning.
Responsibilities include handling month - end
activities,
analyzing & preparing
financial reports & statements, participating in audits, and tax reporting.
INTERNSHIP EXPERIENCE Allstate, Mesa, AZ, 6/2014 to 12/2014 Finance Intern • Assisted with new business process management by incorporating
financial modules • Handled cash reconciliations, payment date accounting and monthly reporting
activities • Assisted in
analyzing company's
financial data and performances • Evaluated capital expenditures and depreciation data • Identified
financial performance trends and assisted in developing recommendations for improvement • Reviewed
financial information and forecasts and provided support in creating prudent
financial models • Assisted in developing and implementing cash flow and debt management strategies • Prepared budgets and identified capital management and financing options
•
Analyze and monitor credit worthiness of assigned accounts • Review and prepare
financial and operational reports based on variance analysis • Ensure timely completion of general ledger balances with accuracy • Oversee general accounting
activities including transaction recording, account balancing and balance sheet reconciliation • Recommend and approve credit lines within prescribed guidelines • Supervise day to day operations related to cost accounting, deduction and payroll processing
• Assigned tasks, supervised and reported fiscal / personnel status to the management • Assumed a lead role in coordinating meetings and events with multiple managers / offices • Collaborated inter-departmental communication & resourcefully met deliverable deadlines and accomplished tasks • Collected cash transmittals from various county departments, issued receipts, made necessary deposits and prepared entries to be recorded into the
financial MIS • Competently did support work for the senior managers, performing highly complex administrative functions • Conducted admin related research & maintained expense reports • Coordinated
activities across numerous business groups, providing support for program and project management • Determining work priorities and schedules, examined correspondence and supervised employees engaged in obtaining and dispersing information • Efficiently handled multiple priorities and flexibly adapted to changing priorities and demands of management and clients alike • Gathered data relevant to projects for the senior management • Handled and distributed all incoming mail to appropriate departments • Made necessary arrangements for special guests; received guests in the absence of the administration department manager • Maintained high level of confidentiality in a professional manner • Managed extremely heavy scheduling of administrative work • Met and greeted clients and affiliates during on site meetings • Monitored office equipment such as computers, phone systems and electronics and coordinated maintenance issues • Ordered, received, stored and distributed office supplies while accurately maintaining supply - inventory • Arranged briefing materials for meetings, proposals, presentations and calls • Prepared complicated documents and presentations • Processed and reviewed routine paperwork and entered data into the database • Provided support and guidance to newly hired clerical employees and administrative staff • Statistically
analyzed information gathered by assistants, preparing charts, graphs & administrative reports • Utilizing arithmetic knowledge, calculated & prepared & coded billings, verifying receipts • With superior interpersonal and customer service skills, handled time - sensitive & stressful situations related to customers
• Prepared asset and liability account entries by effectively
analyzing account information • Documented
financial transactions and recommended actions for disputed entries • Summarized current
financial status by collecting information, preparing balance sheets and profit and loss statements • Reconciled
financial discrepancies and maintained
financial security by completing database backups • Entered accounting data into company database and ensured its accuracy by performing cross checking
activities • Prepared payments by verifying correlating documents and handled petty cash transactions EDUCATION NEW HAMPSHIRE STATE UNIVERSITY, Middleton, NH — 2007 Bachelor's Degree in Accounting
Compile /
analyze financial information for reports, review accounting documents, and perform various accounting
activities in this freelance role.
Coordinated with the Continuous Improvement and Design Department to reduce labor expense by 22 % Review
financial statements, sales and
activity reports Adjust projection data to measure productivity and manage expenses Manage staff, prepare work schedules, and assign specific duties per leadership skills Establish and implement departmental policies, goals, objectives, and procedures Determine staffing requirements such as interviews, hiring, and training new employees Plan, direct, and coordinate
activities such as sales promotions across multiple departments to exceed sales goals Coach and provide real time feedback to employees to assist with development and expectations Research and
analyze process breakdowns and coordinate with appropriate employees to identify and solve problems Writes and administers effective documentation.
NUFIC (City, ST) 2000 — 2004 Operations Supervisor • Consistently promoted for excellence in
financial management and team leadership • Selected to serve as Operations Supervisor for the Surety profit unit • Manage all operational
activities ensuring efficient National Union business operations • Review business practices and procedures to effectively
analyze underwriting needs • Implement operational strategies to ensure that Account Managers meet team goals • Create monthly, quarterly and yearly reports and assist Divisional President with budgets and forecasts • Generate premium coding and accounts receivable reports • Oversee the underwriting staff to ensure timely collection of premiums from brokers • Monitor and
analyze bond system
activity to remedy unfavorable bond issuance delays • Manage and train underwriting technicians ensuring compliance with all corporate protocols
Professional Experience Success Training Systems, Inc. (City, CO) 11/2010 — Present Insert Title • Manage all customer service
activities ensuring client satisfaction, retention, and repeat business •
Analyze company
financials and present periodic reports to senior leadership • Responsible for accounts receivable / payable ensuring timely
financial transactions • Oversee special events, meetings, and all travel arrangements • Author and distribute corporate newsletter to internal and external audiences • Develop automated sequences in Infusionsoft
Financial Services Specialist — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Develop and manage varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and p
Financial Services Specialist — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Develop and manage varied
financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and p
financial portfolios for more than fifty clients Generate record sales of
financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and p
financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales,
activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout
Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for
financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and p
financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and positivity
Account Representative — Duties & Responsibilities Experienced manager with a background in purchasing, inventory, customer service, accounting, and sales Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Set and strictly adhere to departmental budgets and timelines Consistently meet or exceed sales goals through networking, in personal sales, and other tactics Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales,
activities reports, and other pertinent data Build and strengthen relationships with key clients, partners, and community leaders Oversee $ 8.9 million company inventory, supply, and purchasing operations Achieve fill rate performance of 95.7 % in 2010 Oversee varied material purchasing while constantly
analyzing market and pricing trends Review proposals, negotiate prices, select suppliers, and oversee purchasing / delivery logistics Responsible for forecasting, requirements analysis preparation and execution, RFP processes, bid analysis, negotiations, and contract awards in accordance with company guidelines Provide
financial oversight of accounts receivable, payable, and general ledger ensuring profitable operations Serve as departmental liaison for corporate Diversity and Inclusion initiative Represent company brand with poise, integrity, and positivity
Hill's Pet Nutrition — A Subsidiary of Colgate Palmolive (Topeka, KS) 1996 — 2005 Senior International
Financial Analyst • Oversee and analyze international business activities ensuring cost effective and profitable operations • Perform accounting functions for (65) sixty five countries including budgeting, fixed asset accounting, invoicing, consolidations and reporting, cash management, lines of credit, and cash forecasts • Conduct financial analysis and prepared financial reports and statements • Serve as assessor for Sarbanes Oxley Revenue Reporting system which manages ~ $ 1 billion in sales • Administer ocean freight contracts for (65) sixty five countries with ocean carriers • Design and implement Credit Department policies and procedures • Implement and troubleshoot POP inventory control and SA
Financial Analyst • Oversee and
analyze international business
activities ensuring cost effective and profitable operations • Perform accounting functions for (65) sixty five countries including budgeting, fixed asset accounting, invoicing, consolidations and reporting, cash management, lines of credit, and cash forecasts • Conduct
financial analysis and prepared financial reports and statements • Serve as assessor for Sarbanes Oxley Revenue Reporting system which manages ~ $ 1 billion in sales • Administer ocean freight contracts for (65) sixty five countries with ocean carriers • Design and implement Credit Department policies and procedures • Implement and troubleshoot POP inventory control and SA
financial analysis and prepared
financial reports and statements • Serve as assessor for Sarbanes Oxley Revenue Reporting system which manages ~ $ 1 billion in sales • Administer ocean freight contracts for (65) sixty five countries with ocean carriers • Design and implement Credit Department policies and procedures • Implement and troubleshoot POP inventory control and SA
financial reports and statements • Serve as assessor for Sarbanes Oxley Revenue Reporting system which manages ~ $ 1 billion in sales • Administer ocean freight contracts for (65) sixty five countries with ocean carriers • Design and implement Credit Department policies and procedures • Implement and troubleshoot POP inventory control and SAP systems