We provide IT Staff Augmentation Services!

​financial Analyst Resume


Financial Analyst


  • Monitor and process Service Tickets in timely manner.
  • Review, match and Process invoices after meeting the invoice requirements.
  • Research invoice discrepancies and monitor payment status of accounts.
  • Assign all Invoices to approvers and monitor workflows for delays. Follow up accordingly to prevent processing and payment delays.
  • Work on the vendor onboarding process and ensure all required documentation is obtained for accurate and timely vendor onboarding and follow up when needed.
  • Initiate all off cycle and non - automated payments (domestic and International wires and ACH).
  • Responsible for working on the service now ticketing system and Oracle financials to meet daily goals.
  • Consulting with upper management to influence long-term, strategic decision making
  • Interpret, implement and ensure compliance with University Administrative Guide policies and procedures.
  • Work with team members and manager to identify process and quality improvements.
  • Research/Investigation of any service issues
  • Run and post daily metrics

Credit Analyst (Loan Processor)


  • Verification of Personal and Mortgage loans where all the customer documents including their KYC, Salary verification and all the Credit risk are assessed.
  • Verification of Insurance documents and the Land valuation documents for the Mortgage Loans
  • Validation of the Personal and Mortgage Loans in the AAPS
  • Creation of Personal Loans, Mortgage Loans and Commercial Loans
  • Maintenance of taking payments, calculation arrears and interest accrued for delinquent customers.
  • Calculation of Interest Rates on Personal, Mortgage and Commercial customers.
  • Checking the Commercial Application for the proper authorization regarding any maintenance done for Commercial Loans.
  • Addition, Edition and Deletion of Securities in HUB Application.
  • Maintenance on the FX (Foreign Exchange) Limits in TREATS.
  • Renewing the expired Insurance on the Mortgage and Commercial Loans
  • Buying of the default Insurance for the bank on behalf of customers.
  • Preparation of Facility Offer Letters on Mortgage and Commercial loans.
  • Preparation of Amendment to Facility Letters on Mortgage and Commercial loans.
  • Meeting the Production and Quality standards as per the business.

Sr. Reporting Analyst


  • Developed and maintained relationships with clients. As Senior Report Analyst I was responsible for the end-to-end client support and verification process. The day-to-day roles and responsibilities included (but not limited to) the following:
  • Verification services to clients.
  • Initial screening of the customers.
  • Following up on the feedback of processed profiles for clients.
  • Following up on the Clients information and preparing of the reports accordingly.
  • Preparing and rolling Reports to the team like Daily, Weekly and Monthly stats.
  • Working on reports like Client Authorization Forms(CAF),Research Required Report,
  • Stop Check Repot, Branch Adds/Changes & MB financial Reports.
  • Reporting work like SL report, and Monthly report as dashboard on performance.

Team Member


  • Maintained strict confidentiality of bank records and client information.
  • Loan Origination Process
  • Excellent Time Management
  • Objective Decision Making
  • Credit Reports


  • Accounts Payable/Receivable
  • Bank Reconciliation
  • Mortgage/Personal Loan processing
  • MS Office - Word, Excel, PowerPoint and Outlook
  • Oracle, QuickBooks, Data entry and Management

Hire Now