Financial Analyst - Resume Example & Template

Resume of Financial Analyst in Text Format

RITIK AGARWAL

Phone Number:  9953776253 | Email : info@getsetresumes.com | LinkedIn: linkedin.com/company/getsetresumes 

FINANCIAL ANALYST-leveraging 10+ years of experience

Senior Financial Analyst with a background that includes quantitative/statistical analysis, budgeting, accounting, and forecasting, as well as CPA credentials. Provide robust modeling and reporting to aid executive-level decision-making. Strong analytical skills; analyze important performance indicators and trends to support operations. Consensus-driven communicator; liaise across diverse business areas and support organizational success. Extensive experience assessing and reviewing financial data, creating new financial predictions, and optimizing budgeting processes.

PROFILE SUMMARY

• Competent in consolidating and analyzing financial data, taking into account the company’s goals and financial standing
• Experienced in providing creative alternatives and recommendations to reduce costs and improve financial performance
• Proficient in assembling and summarizing data to structure sophisticated reports on financial status and risks
• Adept at conducting business studies on past, future, and comparative performance and developing forecast models
• Highly skilled in identifying trends, advising the company, and recommending actions to a senior financial analyst based on sound analysis
• Accomplished in tracking and determining financial status by analyzing actual results in comparison with forecasts

CORE COMPETENCIES

• Strategy Development
• Performance Optimization
• Concept Implementation
• Risk Management
• Effective Communication
• Financial Accounting
• Corporate Finance
• Relationship Management
• Documentation & Reporting
• Process Development
• Report Generation
• Client Relations

PROFESSIONAL EXPERIENCE

Greenlam Industries ltd, Noida | Jan. 2019 – Present

Senior Financial Analyst

• Provide financial and business management leadership to Business Area Director And Managers with accurate and timely forecasting, risk analysis and mitigation, new business strategy, cost/price strategy, and indirect rate management and monitoring.
• Generate monthly reports to include month-end revenue and profit, variance analysis of actual data to budget and forecasting, and project status.
• Responsible for the analysis of projects with labor and cost tracking in accordance with a bid proposal through Estimate at Completion (EAC) report.
• Develop the department's annual direct and indirect budget and a four-year strategic plan.
• Assist in training and as needed supervision of Project Managers and Administrators.
• Compile presentation materials consisting of the project and financial data for annual program management reviews attended by army division Vice President, Director of Finance and Finance Manager.
• Involve in all aspects of financial reporting, planning, and analysis on a multi-year firm-fixed-price contract estimated at $14.7 million, with financial management for navy and air force group.
• Perform and monitor cost projections which included labor hours, unburdened costs, and other direct costs to verify that project was within budget and spend plans.
• Review unplanned/unanticipated costs and identified if they were one-time costs or new recurring costs and their impact on cost projections, staffing, and extra-hours allotments.

Sahni Natarajan & Bahl, Greater Noida  | Apr. 2015 – Dec 2018

Senior Financial Analyst  

• Provided high-level reporting and analysis to the executive management team and investors.
• Frequently worked on high-priority initiatives including company restructure.
• Attended board meetings and sales events to give presentations on the annual budget, financial results, and other key operational issues.
• Responsible for preparation of the monthly reporting package for distribution to the board of directors.
• Provided detailed analytics and commentary on primary business drivers including leasing, sales, delivery, and capital requirements.
• Aligned organizational objectives with budget expectations and assessed reasonableness.
• Analyzed and modeled financial data in excel to produce short and long-term forecasts based on multiple scenarios and contingencies related to financing and market conditions.
• Designed new processes and analytics to improve efficiency and leverage resources.

Genius Consultants Limited, Greater Noida | Sept. 2013 - Aug. 2015 

Financial Analyst 

• Provided value-added reporting and analysis to help drive business results, support better business decisions, and aid in effective planning.
• Supported the senior management team and corporate in developing and maintaining financial analysis and reports.
• Analyzed balance sheets, P&L, budget variances, and strategic scenarios.
• Provided solutions to information need increasing visibility to support better business decisions.
• Trained and coached accounting/finance concepts to non-accounting/finance managers.
• Updated management report with value-added comparative information and drove p&l analysis.
• Prepared accruals, account analysis, reconciliations, and audited contract compliance.
• Streamlined the forecasting, budgeting, reporting, and analysis processes.
• Coordinated the automation of the pricing tool to provide improved visibility to support business opportunities and drive growth.

YMCA Teen Centre, Brooklyn | Mar. 2011 - Aug. 2013 

Financial Analyst 

• Performing analysis, financial planning, and providing recommendations to the Financial Director to achieve strategic goals.
• Supporting enterprise costing initiatives including national brands (new product launches), tech services and R&D projects (formulation changes and product innovations), and marketing projects.
• Conducting in-depth analysis on projects and investments to determine ROI and optimiz investment allocation.
• Utilizing automated financial modeling tools to prepare financial and statistical data in support of new business initiatives and proposals.
• Performing product cost what-if-analysis and benchmark product costs across manufacturing facilities to identify potential cost-saving opportunities.
• Coordinating input from various departments to develop annual product standards (planning) and quarterly standards refresh for all bakery locations.
• Creating product blended standards as required to support sales system transactions.
• Performing the processing of monthly accruals and recording of adjusting and reclassification journal entries, if necessary.

Hewlett Packard Careers, Gurgaon | Mar. 2010 - Apr. 2011 

Associate Financial Analyst 

• Provided input and assistance with financial advice and supporting documentation.
• Created and maintained purchase request summaries and debits for DHA procurements.
• Used knowledge and understanding of the DOD Financial Management Regulations (FMR), and other relevant governing policies, processes, and procedures in order to support mission objectives.
• Involved in budget and program financial reviews on a mid-year and/or annual basis.
• Developed, implemented, and updated a referral tracking database and related reporting.
• Assisted with compiling and developing budgets, monthly and quarterly operating reports.
• Created and implemented databases, developed queries, and set up complex financial reports.

ACADEMIC CREDENTIALS 

Education – 

MBA (Accounting and Finance) | VIPS | 2010 

BBA, Indraprastha University | 2008

PERSONAL DOSSIER

Languages Known: English & Hindi

~References and other documents available upon request ~