Financial analyst resume samples and formats

Financial analyst resume samples and formats



Name:
E-mail:
Phone:

Key Skills:

-Extensive knowledge in Order-to-Cash (OTC)
-Accounts Receivables (A/R)
-Exposure to SAP R/3 version 4.7 and Lotus Notes
-Forecasting and Reporting
-Identifying and initiating Quality projects
-Recruitment and Training of new team members and re-training of tenured team members


Work Experience:

Financial Analyst – ABC INTL, since January 20XX

Responsibilities:

-Analysis of referrals (AR)
-Action and Forecasting Aged Inventory
-Performing cycle count with reconciliation
-Transact hub activities with balance reconciliation
-Reporting on In-Transit, Inventory and Revenue

-Tracking and maintaining stock.

-Work on invoice rejections and coordinates with account payable and receivable departments to close the issue.

-Co-ordination with the customer, manufacturing site and hub.

-Interacting with PO (Purchase Order) team to modify the PO.

-Rejection Material Handling and Inventory Control.

-Handling and solving logistics problems and monitoring all logistical activities such as tracking goods in transit, tackling any problem arising out of any transit hazard, time- bound

distribution coordinating on a real time basis with sites on all logistical issues.

-Adapting and implementing systems and procedures with a view to ensure maximum efficiency in the overall process operations; spearheading business process efficiency in the overall

process operations; spearheading business process improvement initiatives.


Financial Analyst Activities:-

-Assist in Quality Audits and assist in projects for the improvement of the process
-Conduct refresher trainings for the Cluster members
-Manage the Cluster of accounts
-Complete knowledge on the Daily Transactions of all accounts in the Cluster
-Co-ordinate with on-shore team and customer for completion of daily work
-Co-ordinate with buyers to receive the purchase order
-Co-ordinate with the manufacturing sites for shipments and their ETA
-Co-ordinate with the hubs for all logistical issues.
-Conducting new hire preliminary interview along with HR


Cluster Lead, XYZ Pvt. Ltd. (Back office operations- Oct 2003 – Oct 2010)

Responsibilities:-

-Primary responsible for AR & AP process & do have the ability to back up accounts in the team.

-Working on SAP ERP for all process related activities

-Highlighted improvement opportunity in the PO Management, AP and AR Management process.

-Prepare account status reports

-Research and resolve A/R discrepancies.

-Managing credit applications, integration with credit reporting agencies, coordination of credit status, and generation of customer acceptance and credit-denial letters.

-Preparing and mailing of invoices, interfacing of billing status, and handling of customer billing inquiries

-Cash Application, including receipt, reconciliation, and application of cash and credit card payments as well as charge backs and other exception processing.

-Performing collection job which including account analysis and reporting, outbound calls, collection letters, and coordination with other internal and external collection efforts



-Staff Motivation, and counseling for performance and capability building in conformance with goals.

-Co-ordinate with on-shore buddies & customer to ensure daily work gets completed.

-Drafting actions plans for issues as and when required.

-Elimination of the long and heavy trackers approach.

-Maintaining records and generating weekly, monthly and quarterly reports for internal and external Audit purpose and Finance reporting.

-Moved to the direct team which was struggling due to attrition of the tenured employees.


IT Skills

-Good experience in MS Excel, MS Word and MS PowerPoint.
-Worked in tools like SAP and ERP.

Achievements:

-Process Independent
-Agent of the Month Award
-Best Cluster Lead of the quarter Award
-Agent of the Quarter Award
-Recognized for providing year end support for Direct team.
-Best Team Award

Educational Qualification:

---
---
---

Personal Details:

Date of Birth:
Languages Known:
Address:
Post your comment