Financial Analyst Resume Sample

Sample Template of Beautiful Financial Analyst Resume Sample with 5 - 7 years of  Experience , Professional Curriculum Vitae with Free Download in Word Doc. (3 Page Resume) (Click Read More for Viewing and downloading the Sample)

To pursue my career in a progressive and professionally managed organization, this will provide adequate opportunities and environment to draw upon my knowledge, experience and clear strengths for mutual benefits


 I) ABC company: -             (Feb’09 to till date)
  Designation: Sr Financial Analyst

Job responsibilities:

              From (Dec’11 till date)
  • Advisory for Insurance Unit in review meetings for controlling Cost & revenue analysis.
  • Analyzing, investigating and explaining key movements and trends in major P&L lines.
  • Preparation of monthly financial metrics and key business drivers specific to LOB.
  • Reviewing processes and suggesting/implementing improvements & changes to current procedures
  • Preparation of various P&L & Headcount reports and ensuring timely adherence to deadline
  • Monthly management reporting, updating reporting decks & management reviews.
  • Reviewing financials on a daily basis during the month-end period and reporting issues to finance, comparing Actual to / forecast/ prior period to ensure correct month-end close & investigation.

              From (Jan’10 to Nov’11)
·         Advisory for enterprise unit in review meetings and present the progress status against timeline.
  • Cost analysis techniques such as Utilization data, Head-Count to seat ratio & buffer data.
  • At macro level guiding Enterprise DU for Cost optimization, revenue generation, highlighting leakages & ensuring proper control.
  • At micro level keeping a close eye on resource utilization, pyramid structure & operating margin.
  • Analysis of account buffer & gross margin to help delivery for initiating sound decision.

               From (Feb’09 to Dec’09)
  • One point of contact from western region & responsible for collections & follow-up of all global accounts.
·         Directly responsible for delivery revenues and effective financial management of the delivery (personal and team utilization, billing/collections, receivables management)
  •  Responsible for preparation of Pipeline report & presenting the pro’s & con’s of report on fortnightly basis to Sales team
  • Proactively drive better visibility, metrics and reporting throughout the entire revenue cycle management value chain – including collections analysis, AR analysis, specific under-payment/over-payment analysis, billing reports, etc.
  • Highly responsible for Monthly Collection figures for Apps Tower (Benchmark set in Aug’’09-105% of Target)
  • Preparation of Utilization report & Bench analysis report on daily basis to resource management group.
  •  Monthly & Quarterly reconciliation of demand supply gap of resource requirement.

II) ABC Sourcing Pvt Ltd: -             (Nov 06 – May’08)
Designation: Team Leader

  • Responsible for entire migration process from leading investment bank in Europe to India
  • Responsible for stabilization of newly off-shored process.
  • Responsible for Preparation of Process manual & entire Documentation part.
  • Facilitating internal audit for entire process & IFDS department involving control measures.
  • Monitoring 12 Team Members & responsible for their rating & Team MIS
  • Constant coordination & interaction with departments in Europe & departments within Mumbai office for escalation of various queries
  • Reviewing flow of securities reconciliation & authorizing Trade deals & Preparation of Cash projection reports for end clients.
  • Identification of process specific strengths & weakness for smooth functioning.
  • Responsible for conducting of Process, reporting & data protection audit on quarterly basis for IFDS.

III) ABC   (Nov’03 to Oct’06)

       Department - Financial Control

Job responsibilities: My responsibilities included preparation of accounting plan, codes for various ledger accounts. Extensive exposure to Financial & Management accounting Studying processes, identifying gaps in them and suggesting methods to close the gaps and ensure smooth process flow. Identifying matured & amortized deals of Cross currency swaps, GOI bonds & reporting to TBO team.

       Job Responsibilities:
  • Responsible for all aspects of vendor invoice and employee expense processing into Accounts payable sub-ledger and consolidating information to the General Ledger
  • Performed data processing & booked all invoices received & insured proper expense coding, allocation.
  • Prepared monthly accruals for any invoices not entered into Accounts payable system prior to month end closing
  • Daily Monitoring of Rectool and to run standard rectool reports on daily basis
  • Technical discrepancies if any were informed to Rectool development team.
  • Identifying matured deals, unreconciled deals of derivative products such as Cross currency swaps, GOI bonds and intimation sent to necessary team for rectification
  • Scrutinized manual entries passed by TBO for reconciliation of Capital market products such as CCS, Swaps & other derivative products.
  • Working of G-Securities at month end for monthly reconciliation reports.
 IV) ABC & Associates (C.A)   (Jan01 to June03)

      Designation: Article clerk

      Job responsibilities
  • Conducted concurrent & tax audit for “ABC Financial Services”           
  • Handled Co-op societies books to the finalization of the books of accounts’       
  • Maintained investment portfolio of clients.  
  • Consultant for tax solutions


  •   C.A (Inter)
  •  1999-00 T.Y.B.Com ABC Education Society (Mumbai)     60%                       
  •  1996-97   H.S.C         ABC College (Mumbai)                                     66%                               
  •  1994-95    S.S.C        ABC School (Mumbai)      74%                         
  •  NSE (NCFM) Dealers Module.


·         Successfully documentation of Accounting plans & process map for project called “ABC”.
·         Successfully executed the migration process from leading investment bank in Europe to India at Syntel (Settlement and Cash Management process).
·         Over achieved the monthly collection of 105% for the month of Aug’09 in ABC.
·         Awarded as Best Analytics working for Enterprise DU for 2010-11 in ABC.
·         Awarded as Best Team Leader for LUX-TA unit for 2006-07 in ABC.
·         1993-1994 Recipient of the “Best fighter Award” in the Bombay district Invitational Taekwondo Championships.  
·         1993-1994  Best Performance Award by the All India Taekwondo Federation (affiliated to the Korean Taekwondo Federation) 

Travelling, listening to music, Astrology and Numerology.

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