Financial Analyst Resume
Wallingford, PA
Experienced financial analyst/expense analyst empowered to achieve multi-level finance analysis/report in a corporate environment.
WORK EXPERIENCE
Confidential, 11/2009-11/2011
Financial Analyst
- Verified Alico allocated asset report and Alico Pre-allocated Asset report between FARO QA and BI publisher.
- Conducted function/cost centers expense analysis monthly and quarterly, including Deferred Acquisition Cost, Home Office Functional Breakdown and Home Office Expense Allocations, etc. Communicate between home office and other business units for verifying data/analysis.
- Created financial views (templates) and prepared monthly and quarterly finance reporting and analysis for business leaders and finance management. Extracted and analyzed data using finance tools (Hyperion Essbase, Excel, Access, etc).
- Analyzed top 10 payments to consulting companies monthly; Prepared professional fees summary for Home Office quarterly.
- Contributed to Home Office annual budget/planning process by reviewing, uploading, validating and tracking loaded. Monitored actual results.Provided operating expense and headcount information.
- Maintained Home office expense Dashboard; Updated CBD (Cost Center, Branch, Department, etc) file for Maintaining company hierarchy and structure changes; Monitored and cleared up any expenses for closed cost centers.
- Maintained and updated Accrual Listing (liability report) files; Prepared final liability analysis report at quarter close.
- Exported and verified General Ledger (transaction details) report; Prepared ad hoc reporting and analysis.
- Prepared entries and reconciliation; Documented entries for record and audit; Conducted expense research and respond to internal inquiries. Assisted in internal auditing.
Confidential, Wilmington, Delaware
Financial Data Analyst 09/2008 - 11/2009
- Uploaded and extracted data files (SI (Internal Schedule) and ECO (standard) files) using Essbase; Assisted with the administration of the system (FDM, Essbase).
- Created various quarterly and annual financial reports/presentations on Hyperion Web Analysis.
- Prepared Restructure Cost and Liabilities Charges Report.
- Extracted and analyzed data for supporting Risk Management Team, updated AIG Worldwide Life & Retirement Services New Business and Surrenders Report for Risk Management team weekly.
- Conducted In-force summary including foreign exchange analysis, for external reporting.
Confidential, Philadelphia, Pennsylvania
Staff Accountant 02/2008 - 05/2008
- Prepared typical business and personal income tax returns.
- Preparedtax extension forms; conducted research for tax issues encountered.
- Prepared detailed expense analysis for various expense categories and prepared financial statement.
Confidential, Folsom, Pennsylvania
Tax Associate 11/2007 - 02/2008
- Prepared typical business and personal income tax returns.
- Communicated with customers for tax return consultation.
Confidential, Anqing, China
Finance manager/ Financial Analyst 12/1995 -11/2003
- Taken charge of township industrial enterprises statistics, financial audit, and accounting guidance.
- Reviewed and analyzed Profit & Loss Statements and Balance Sheets quarterly;Performed trend analysis and annual statistical reports.
- Reviewed financial statements for operating trends and results
- Prepared financial and statistical reports monthly and quarterly.
- Performed monthly financial data and expense analysis.
Confidential, Anqing, China
Financial Analyst/Accounting Clerk 01/1993 -11/1995
Confidential, Anqing, China
Scientist 07/1990 -12/1992
- Hands on experience on oncology research, including analytical method development and in-vivo mouse/rat model development.
EDUCATION
Master of Science in Accounting Information System
Anhui Institute of Business Administration
M.B.A., Concentration: General Management
Bachelor of Science in Pharmacy
SKILLS
- Proficient in computer skills and software applications, including Microsoft office(Word, Excel, Access, PowerPoint), Clarity System, Hyperion System, SQL, Executive Viewer, Excel Add-in, Smart view, Monarch Pro, PeopleSoft, Citrix, BI Publisher, SAP and HFM etc.
- Great analytical skills, attention to detail, and strong mathematic background
- Good communication skills, comfortable working at corporate environment with colleague from various level and location
