Finance Analyst Resume
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Charles Bloomberg
New York City, USA
charlesbloomberg@gmail.com
(621) 799-5548
in/cbloomberg
PROFESSIONAL SUMMARY
Experienced Finance Analyst with a strong background in financial modeling, data analysis, and risk management. Proven ability to improve financial operations and deliver data-driven business insights.
PROFESSIONAL Experience
Finance Analyst | Company A
March 2021 — Present, New York City, USA
• Developed and maintained complex financial models that drove a 15% increase in quarterly revenue forecasts using Excel, SQL, and Python.
• Analyzed financial statements and performed variance analysis for over 50 departments, directly aiding in budget allocation decisions.
• Implemented a new forecasting tool that reduced financial planning cycle by 20% and increased accuracy by 10%, leveraging SAP and Tableau.
• Collaborated with cross-functional teams to identify cost-saving opportunities, resulting in $2M annual savings through process improvements and renegotiation of vendor contracts.
• Provided detailed financial insights and reports for executive leadership, enhancing decision-making processes and strategic planning.
• Analyzed financial statements and performed variance analysis for over 50 departments, directly aiding in budget allocation decisions.
• Implemented a new forecasting tool that reduced financial planning cycle by 20% and increased accuracy by 10%, leveraging SAP and Tableau.
• Collaborated with cross-functional teams to identify cost-saving opportunities, resulting in $2M annual savings through process improvements and renegotiation of vendor contracts.
• Provided detailed financial insights and reports for executive leadership, enhancing decision-making processes and strategic planning.
Senior Financial Analyst | Company B
June 2018 — March 2021, Chicago, USA
• Spearheaded financial analysis projects that identified $1.5M in operational inefficiencies and recommended actionable cost reduction strategies.
• Led the implementation of an advanced budgeting and forecasting system, improving accuracy by 12% and reducing manual effort by 30%.
• Managed monthly and quarterly closing processes for the financial department, ensuring compliance with GAAP and internal policies.
• Conducted comprehensive risk assessments on investment portfolios worth over $200M, developing risk mitigation strategies that minimized potential losses.
• Led the implementation of an advanced budgeting and forecasting system, improving accuracy by 12% and reducing manual effort by 30%.
• Managed monthly and quarterly closing processes for the financial department, ensuring compliance with GAAP and internal policies.
• Conducted comprehensive risk assessments on investment portfolios worth over $200M, developing risk mitigation strategies that minimized potential losses.
Financial Analyst | Company C
January 2015 — June 2018, Austin, USA
• Created in-depth financial reports and dashboards using Tableau and SQL, enhancing visibility into key business metrics for stakeholders.
• Directed cost-benefit analysis projects for major capital spending initiatives, resulting in a 7% increase in ROI and improved resource allocation.
• Processed and validated over 10,000 financial transactions monthly, ensuring accuracy and compliance with regulatory requirements.
• Directed cost-benefit analysis projects for major capital spending initiatives, resulting in a 7% increase in ROI and improved resource allocation.
• Processed and validated over 10,000 financial transactions monthly, ensuring accuracy and compliance with regulatory requirements.
Junior Financial Analyst | Company D
May 2013 — January 2015, Boston, USA
• Assisted in the preparation of annual budgets and quarterly financial projections, providing valuable insights for the finance team.
• Monitored financial performance against budgets, identifying variances and suggesting corrective actions to senior management.
• Conducted research on market trends and economic indicators, supporting investment decision-making processes with comprehensive data analysis.
• Monitored financial performance against budgets, identifying variances and suggesting corrective actions to senior management.
• Conducted research on market trends and economic indicators, supporting investment decision-making processes with comprehensive data analysis.
Education
Bachelor of Science in Finance | University of Pennsylvania
May 2013
Expert-Level Skills
Financial Modeling, Data Analysis, Risk Management, Budgeting, Forecasting, SAP, Tableau, SQL, Excel, Python, Variance Analysis, GAAP Compliance, Cost-benefit Analysis, Leadership, Strategic Planning, Analytical Thinking
