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Financial Analyst - Resume Example & Template

Financial analysts are in charge of a company's or corporation’s financial planning, analysis, and projections. They anticipate future income and expenditures in order to develop cost structures and project capital budgets. They are in charge of evaluating a company's financial performance against a plan, analysing business performance and market conditions to produce projections, and producing monthly reports to senior management to help them make tactical and strategic choices. Senior financial analysts collaborate with CFOs and other members of the executive team to determine the company's overall investment strategy and policies.

Resume of Financial Analyst in Text Format


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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.



  • 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




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




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.



Education – 

MBA (Accounting and Finance) | VIPS | 2010 

BBA, Indraprastha University | 2008



Languages Known: English & Hindi



~References and other documents available upon request ~



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