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A Finance professional with over 5 years of experience in the industry and a strong inclination towards Data and financial analytics, Financial modelling and a focused mindset and positive attitude to help businesses grow and run efficiently. I am a hard working, intelligent, personable and highly motivated individual, capable of achieving anything I set my mind to.
- Proficient in MS Excel, MS Word, MS PowerPoint and MS Access
- Good verbal and written communication skills
- Established team player who thrives on teamwork and collaboration
- Forecasting and Budgeting process
- Oracle Hyperion Essbase and CORE
- Oracle Data Visualization (equivalent to Power BI)
- Systems, Applications & Products in Data Processing (SAP) in Financial Accounting
- Oracle Fusion CRM and Oracle Sales Intelligence
- Financial Statement Reporting and Variance analysis
- Financial Modelling
Senior Analyst – Wealth Management
- Part of the Global Business Management team that supports the US Deposits and Custody business for the Private Bank
- Maintain interest rate sheets on a daily basis for all the products across the deposits spectrum that is sent used by Front Office and PB clients
- Prepare business review decks for Senior Management with key sales metrics and analysis with commentary and business updates
- Liaison between operations, tech, client service and front office sales teams to make sure the business runs smoothly and client experience is not disrupted
- Project management – lead, collaborate and execute on strategic initiatives of the business to help enhance client experience, launch new products and bring in more efficiency to business processes by reducing errors and time taken to execute tasks
- Taking on adhoc reporting and analytics projects to help the business with summarising data and enable effective decision making
- Bringing in Internal Controls and Compliance by creating and maintaining standing operating procedure documents for every activity, evaluating and actioning on control analytics metrics of the Deposits business and making sure we are audit-ready always
- Applying rate exception rates (higher than standard) to savings, index and sweep deposit accounts in order to maintain a competitive edge and retain client balances
- Approving waivers of overdraft charges on client OMNI accounts
Lead Financial Analyst – FP&A
- Part of the FP&A team that currently supports the France,Italy, Spain and Russia sales, ﬁnance and operations team
- Standard Management reporting for the regions. This included creating pipeline reports to the finest detail, quarter-end tracking and reporting of revenue, expenses and headcount with margins
- Owning and executing the complete forecast process of expenses and headcount providing a P&L view of each region with the respective KPIs
- Annual Budgeting of sales revenue, expenses and headcount using guidance given from top management and creating financial models to build it and report to the business
- Producing business review decks for senior sales/operations management on a regular basis
- Financial analysis of actual performance with forecast and budget providing variance analysis
- Actively participating in sales revenue forecast meetings providing the management with critical intelligence to enable them to make strategic decisions
- Cloud revenue forecasting by for PaaS and IaaS products sold in the region done on a quarterly basis
- Commission accrual for the entire sales force and VP compensation computation on a quarterly basis
Associate- Finance & Accounts
- Part of the accounts payable team, where I was responsible for analyzing and processing all payments related to Codli and Amona iron ore mines in Goa
- Estimating and organizing daily fund requirements for the payments with the treasury team
- Scrutiny of vendor ledgers for outstanding debit/credit balances
- Accounting of transactions on sale of scrap of the company
- Raising necessary Debit and Credit notes on vendors and customers
- Passing of month-end closing entries as per schedules of accounting
- Producing and providing analysis on year-end financial statements
Financial Advisor (Internship)
- Part of the research and analysis team where we analysed stocks and funds using fundamental analysis and technical analysis to pick attractive investment opportunities for the existing client base of the ﬁrm.
MBA – Finance
Final Thesis– A study of the Mutual Fund industry in India
Bachelor of Commerce
Migration of the sales management reporting to Oracle Data Vizualization
New sales metrics dashboard created in Oracle Data Visualization tool for the sales and finance teams. This helped eliminate the weekly arduous excel spreadsheets and significantly reduce time taken and bring in efficiency in the process. Data on the dashboard being live and dynamic, also brought out the most up-to date metrics, making the forecast call more efficient.
Global deposits rate exception workflow
New ticket created in Connect to replace excel spreadsheet requests, back and forth email communication and provide a much more streamlined process for bankers and investors as well as eliminate errors and create accountability.
Career Expert Tips:
Senior Analyst Resume Writing Guide
Have you found it difficult to figure out how to go about writing an ideal resume? Have you been wondering what sort of advice hiring managers are looking for when they read a Senior Analyst resume? If so, this article is for you.
Think about the specifics, such as your most recent position and the companies where you’ve worked. Strengthen your resume by including keywords and phrases hiring managers are looking for! Remember that for each position you list on your Senior Analyst resume, you need to include a few bullet points.
A lot of people make the mistake of listing their job title first in their Senior Analyst resume. This is ineffective. Your goal should be to showcase your relevant skills.
For example, if you’re experienced in data analysis, you should include these keywords in your resume: Analytical skills, Microsoft Excel, Microsoft Access, and SQL. This way, hiring managers can be aware of your abilities and can easily determine whether they are a good match for the job position. In addition to mentioning your experience on the job, be sure to include any certifications or licenses you’ve obtained. You should also use these bullet points to further explain how well-suited you are for the role.
Senior Analyst Resume Writing Tips
A resume is your first impression, you must make sure it stands out from the rest. Employers will screen your resume within seconds of receiving it. After 3-5 seconds, most will decide whether or not to read on. Your first lines should highlight what sets you aside from other candidates and should create interest in the reader to continue reading your resume for more information. You can start by stating you are a qualified applicant for the position. You will need to tie into the job description and make it clear why you are better than the other candidates.
Start by describing your relevant experience, you can list jobs in reverse chronological order, or prioritize your duties within each job. Use bullet points for different roles, provide specifics about each project’s outcome but not limited to a detailed description of how that project was accomplished.
You might also provide relevant job skills but do not overdo it. Refer to a list such as the 5 W’s, 4 P’s, or HBR Guide, these are some industry-standard questions that you should answer for each job to prove you know their work. You can also include your career highlights and professional awards.
The rest of the resume will be focused on your accomplishments that directly relate to the job requirements. You can provide details about how tasks were completed (i.e. Date, and Project), clearly list your accomplishments as well. You can also include a summary of how you made your staff proud to work with you.
The end of the resume will be an action-oriented section where you demonstrate how you performed on a job requirement. You can reference a checklist that illustrates exactly what was expected on a task or even a little bit more detailed description, this way the employer can see that you did indeed complete these tasks.
Senior Analyst Resume Sections
- Objective Statement [One Sentence]: Put simply, this section includes your overall career goals. Whether it is to make a career change or move into a different company, this will provide a statement that focuses on the end goal of your professional life.
- Summary Statement: This section should summarize the experience and education you possess that will help you be successful in the job you want to be hired for. A summary carries much more weight than an objective, which can be difficult to write efficiently and present in an exciting way.
- Skills Summary: Include a skill summary for each of your job experience and education. Remember to provide the names of the skills you possess, with examples of how you used them, which can give the reader an idea about your abilities and knowledge in each category.
- Professional References: List your professional references, including the company’s name and contact information. This is not optional. Your potential employer will want to be made aware that you do have hardworking friends who will vouch for your skills, both verbally and in writing.
- Education: Include all of the schools you have attended. Provide the name of each school, your major and minor, GPA, and degree received.
- Certification(s): List any certification(s) you have earned, as well as a description of what they are and when you earned them.
- Professional Experience: List your current position first on your resume before going in reverse chronological order with your previous jobs, listing the name of each company and dates worked at them.
Senior Analyst Resume Headline
The headline is designed to entice a hiring manager to read more about your candidacy. It should be optimized for human reading and enable you to introduce yourself by highlighting your experience in the most compelling way possible.
- Use strong action verbs and no more than six words here.
- Keep it as concise as possible, but make sure it is also clear and effective.
- Ensure it reflects what you are trying to achieve in the resume (e.g. Finance, Consulting, Marketing).
- Select the most appropriate format for this section based on how you want to present yourself.
- Use numbers or percentages to indicate achievements and to back up your claims.
- Use bullet points to highlight your key skills and experiences.
- Don’t use phrases like “excellent communicator” or “hard-working.” Aim for something more specific instead – e.g. “Motivated, strong leadership skills in managing teams in the financial services industry” or “Increased sales by 20% as a result of CRM software implementation.”
- Use jargon like “strategic thinker” or “team player.” This could be confused with your potential manager.
Senior Analyst Resume Summary:
Writing a summary is the most important part of your resume because it’s what will set you apart. Come up with a short paragraph that summarizes what you’re looking for and why a company should hire you.
You don’t need to use fancy-schmancy language or advanced vocabulary; just talk to the reader like they’re your friend and tell them what they want to hear (for example, “I’m keen on getting a job that requires me to work with a team, while also using my analytical skills”).
Tip: You can reference your cover letter for this section as well.
“8+ years of experience in a growing company; looking for a new job at a firm that’s stable but still progressive.”
“Having worked as a Senior Analyst at Angel Business Development, I am now looking for new opportunities to advance my career and gain more responsibility.”
Senior Analyst – Overview:
Write an introductory paragraph that will grab the employer’s attention. Talk about why you’re perfect for the position – don’t wait until later in your resume. Introduce yourself, your experience, and why you’d be a great fit to work with them.”
Top 20 Skills to Include in a Senior Analyst Resume
- Analytical skills
- Communication and interpersonal tools
- Terminal OS experience
- Knowledge of digital marketing
- Systems and software engineering skills
- Project management experience
- Technical/IT skills such as: hardware, firewall, data storage, SAN, scripting etc.
- Web design knowledge and experience
- Certificate of completion of training courses such as Google AdWords, Microsoft Project, IBM Series 7, etc.
- Computer literacy: Microsoft Office tools (Word, Excel and PowerPoint), LN Testing Tools (Loadrunner, Travicom TestDirector, etc.), browser configuration management tools such as QA Manager Pro or ManageEngine ServMan and Linux command line knowledge.
- Experience in using network monitoring software such as PRTG Network Monitor or Nagios
- Experience in dealing with vendor management
- Experience in using CRM tools (Microsoft Dynamics CRM, Salesforce, SugarCRM, Oracle Siebel, etc.)
- Experience with web statistics analysis and reporting tools such as Google Analytics or Yahoo Web Analytics
- Working experience with social media networks: Twitter, YouTube, Facebook etc., and working knowledge of the culture of social media communities
Tips to Write a Senior Analyst Cover Letter
- Use the position name and number to address the letter directly to the hiring manager.
- Summarize your key accomplishments in one to two paragraphs.
- Highlight your achievements with numbers, where possible.
- Mention any examples you can use which show your potential value for that specific role you’re applying to.
- Always keep it short and relevant, i.e. – sell yourself by highlighting stats and achievements, not by repeating what’s in your resume.
- Show your expertise and experience by describing your achievements in detail.
- Mention how you can help the organization by doing X or Y.
- Remember to thank the person for their time and consideration, and make a point of conveying that you are excited about this position.
- Turn your degrees into job skills
- You can customize your resume to suit your specific job goals
- Use action verbs to showcase skills that make you stand out from the crowd
- Action verbs make a great heading for an executive summary
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