RESUME SUMMARY
Financial Analyst with 2+ years of experience in market analysis, modeling strategies, and accounting principles. Proven track record of utilizing financial reporting to support small- and medium-sized businesses while identifying new investment opportunities and reducing risk. Excited to energize Xact Co’s financial strategy as a Financial Analyst.
PROFESSIONAL EXPERIENCE
Cormier-Tromp, Philadelphia, PA
Entry-Level Financial Analyst, February 2020–Present
- Perform comprehensive analysis of business financials and help the upper management team make informed investment decisions through regular forecasting reports
- Conduct routine audits and update internal databases with new financial information
- Assist senior management with preparing monthly reports for executive meetings, including consolidating financial data, performing budget to actual variance analysis, and outlining detailed charts
- Reduced business expenses by 18% by performing routine audits on operating costs and identifying opportunities to outsource new vendors and acquire new clients
- Analyzed financial operations for three client accounts valued at $150K–$370K, including operating expenses, revenue cycle management, cash flow, and competitive analysis
Town Financial, Des Moines, IA
Finance Intern, July 2019–January 2020
- Managed a variety of financial administration tasks, including filling in spreadsheets, posting journal entries to the SAP ledger system, gathering data, and developing charts
- Cooperated with the payroll department to track labor hours for over 455 employees
- Assisted senior analysts in preparing presentations, assessing budgets, and drafting reports
- Contributed toward savings of $3M by consolidating financial data ahead of leadership meetings, maintaining the accuracy of financial reports, and maintaining accurate databases to help forecast future financial performances
EDUCATION
Iowa State University, Ames, IA
Bachelor of Science in Finance, May 2019
Honors: summa cum laude (GPA: 3.9/4.0)
ADDITIONAL SKILLS
- Computer: MS Office Suite (Word, Excel, PowerPoint, Outlook), SAP Financials
- Professional: Data analytics, problem solving, accounting principles, cost management, financial reporting, forecasting, public speaking, attention to detail
