Business Analyst Resume

OBJECTIVE:

I offer an array of financial experience and am able to provide creative and versatile budget and financial forecasting for both business and individuals.

TECHNICAL SKILLS

Microsoft Office Products
Asset Classes
Accounting Principles(GAAP/LIFO/FIFO)
Building and Maintaining Relationships with Clients current laws(ERISA, AML of 2001)

QuickBooks
Oracle Siebel
Oracle Stellent
SQL
SAP ERP Central Component

PROFESSIONAL EXPERIENCE

Business Analyst

Confidential

Responsibilities:

Reviewed and analyzed data from business and personal clients’ financial statements.
Use of SAP ERP Central Component and Microsoft Office Products in analyze, design and presentation of reports of clients and prospective clients financial positions in order to achieve their goals; Utilizing strategies for tax reduction, wealth accumulation, and estate preservation as needed for the clients objectives.
Scheduled, coordinate and prepared teleconferences with clients as well as distributed follow up information to both clients and colleagues.
Assisted clients in gathering of financial documents for year - end activities.
Worked with outside administrators and business clients to compare and analyze payroll and retirement plan data against projections that were made.
Understanding and application of accounting principles and methods (GAAP and LIFO/FIFO) during review business clients tax documents and annual budgeting.
Implemented solutions to rectify any financial mismanagement with the use of financial products the company offered.
Consolidation of client’s financial position offered from other companies using Microsoft Excel and QuickBooks.
Monitoring of client in-house financial position using Oracle suite of programs.
Serviced clients’ financial needs on an on-going base after implementation of all recommended financial solutions building a strong rapport and solid relationship.
Used SQL queries in Microsoft Access in order to manage client information and data.
Collaborated Clients and other advisory teams to insure business activities and transactions were in compliance with Anti-Money Laundering and Fraud laws.

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