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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000



Financial Analysis & Accounting Professional

Financial Data Analysis ~ Financial Modeling ~ Budgetary Management


Performance-focused Financial Analyst and Strategist eager to contribute practical experience and academic background toward actively supporting a dynamic organization in maximizing results.


Qualifications Profile


Ø  Strong technical background with the ability to work independently on multiple research projects, including budgetary oversight, financial analysis, financial modeling practices, tracking analytics development, and data mining systems.    

Ø  Comprehensive understanding of the financial trading systems arena due to advanced education and training regarding information management and business practices.

Ø  Effectively work and collaborate with top-performing teams.

Ø  Excel in defining and implementing policies, procedures and operational systems that boost productivity, efficiency and quality of operations.

Ø  Competent leader and mentor who is able to create a team environment, including building collaborative relationships, training peers to perform at maximum efficiency, and the capacity to form cross-functional coalitions in order to ensure knowledge is shared across departmental lines.

Ø  Consistently focus on ensuring development of high-standard financial protocols. 

Ø  Proven ability to adapt strong process knowledge and technical skills to diverse organization needs.

Ø  Technology savvy and proficient in multiple software applications and hardware systems including MS Office Suite and Outlook, Hyperion, Essbase, and PeopleSoft Financials.




Functional Competencies


Ø  Demonstrate dynamic leadership qualities and strong communication skills in successfully steering financial planning meetings and delivering comprehensive strategies.

Ø  Carefully analyze various documents and reports in order to identify and reconcile potentially costly errors.

Ø  Closely examine accounts to balance positions and funds between clients, firms and/or the bank.

Ø  Develop expert plans of action according to specific financial needs, both expeditiously and effectively.

Ø  Capable of in-depth research and data analysis with the purpose of improving efficiency best practices and productivity. 

Ø  Skilled at devising and implementing economic forecasting programs as well as utilizing extensive knowledge of economic climate to benefit the organization.

Ø  Embrace company initiatives and lead process integration efforts throughout various departments.

Ø  Develop and implement numerous protocols and policies with the purpose of identifying and resolving relevant issues in a proactive manner. 

Ø  Work to standardize cross-departmental communication protocols between various departments in order to break down divisions and increase knowledge sharing.

Ø  Stay abreast of most up-to-date financial trends and data in order to offer most viable recommendations to clientele base.   













Professional Career Track


Senior Financial Analyst / Budgets & Financial Reporting, Verizon Wireless                       2007-2010

Morristown, NJ


  Main responsibilities include financial analysis of monthly results and reporting for senior area management.

  Annual budget preparation, including financial performance, variance explanations and cost analysis.

  Conducted month-end close processes related to preparing and reviewing journal entries as appropriate.

  Oversight of monthly reporting related to Headcounts, Departmental BVA s, Purchase Cards, Overtime Expenses and Temp Services Expenses.

  Research, analyze and communicate trends and financial results to senior area management.

  Report and manage employee chartfield coding process.


Financial Analyst, Budgets & Financial Reporting, Verizon Wireless                                    2001-2007

Morristown, NJ


  Main responsibilities included preparation and distribution of monthly Northeast Area Sales reports as well as daily and semi-weekly Sales Forecast reports based on regional feedback.

  Conducted monthly reporting related to Price Plan Tier reports, Churn reports, Take Rate reports, Store Results reports and ad hoc reports as needed.

  Maintenance and monitoring of regional Advertising expense logs to facilitate accurate monthly accruals.

  Oversight of month-end close process including preparation and review of journal entries as appropriate.


Accountant / Controllers Department, American Cyanamid                                                 1996-2000

Parsippany, NJ


  Main responsibilities included reconciliation of Accounts Receivable, Payroll, and Credit accounts during month and book close. 

  Prepared Cash Flow and Inventory reports including COGS for Foreign, Domestic and Canadian divisions.

  Executed all domestic and foreign currency wire transfers and payments for Treasury Department.

  Performed bank reconciliations and addressed discrepancies.

  Prepared book close journal entries, adjustments and analysis.

  Prepared monthly Bad Debt, Accounts Receivable Aging and Investment in Receivables reports.


Earlier Experience


-  Office Manager, Cosenza Motors (Paterson, NJ) 


Education & Additional Information


n B.S. - Accounting, Montclair State University

n Member - New Jersey Society of Certified Public Accountants

n Treasurer (Past) - Montclair State University Accounting Society

n Volunteer - Internal Revenue Service / Income Tax Assistance Program


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