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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx

Senior Financial Analyst







Summary Profile


*       Financial Analysis: Experience in analyzing financial statements, budgets, cost control and resource utilization.

*       Project Coordination: Proven track record of steering financial and accounting projects to an on time completion.

*       Accounting: Possesses an in depth understanding of accounting and valuation concepts; knowledgeable in P&L budget management and forecasting.

*       Quality Assurance: Demonstrated ability to identify variances, perform internal/external audits and complete ad-hoc analysis.

*       Data Analysis: Experienced in analyzing statistical data to determine areas of business in which deficiencies may exist.

*       Reporting: Skilled in managing internal/external reporting, quarterly earnings releases and preparing monthly journal entries.


Schlumberger Select Highlights:


Key Accomplishments:

  • Streamlined process improvement initiatives by designing an MS Excel tool to reduce inefficiency time by 70%.
  • Monitored financial information for 13 nationwide branches containing up to 15 employees each; thorough reviewed all reports, documents and entries.
  • Heavily involved in migration from Oracle and QuickBooks ERP system to SAP ERP System.
  • Championed quality control initiatives, resulting in a savings of $1M over a 12-month period.

Hines Select Highlights:


Key Accomplishments:

  • Significantly reduced reporting time for month end close; thoroughly reviewed monthly information and promoted utmost level of quality assurance.
  • Recognized with Service Quality Improvement Award due to strong process improvement skills.



Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx

Senior Financial Analyst





Professional Summary Statement: Senior Financial Analyst possessing broad business acumen in terms of operational oversight and analysis, leadership and fiscal awareness. Possesses strong problem solving abilities with a proven track record of exceeding expectations. Key attributes are as follows:


Professional Character Competencies

Interpersonal Skills

Interacts and collaborates cross functionally within all relevant departments as well as consults with team members to maximize efficiency throughout all operations.

Oral Communication

Makes clear and convincing oral presentations and understands how to tactfully and diplomatically influence others.


Operates always within ethical and moral guidelines for the betterment of company and shareholders.

Continual Learning

Assesses and recognizes own strengths and weaknesses; pursues self-development.

Leadership Qualities


Analyzes and makes recommendations on current processes in order to increase efficiency. Utilizes vast experience to edify and make alternative suggestions to increase long term viability of business processes.


Is open to change and new information; rapidly adapts to new information, changing conditions, or unexpected obstacles.


Deals effectively with pressure; remains optimistic and persistent, even under adversity. Recovers quickly from setbacks.


Formulates objectives and priorities, and implements plans consistent with the long-term interests of the organization in a global environment. Capitalizes on opportunities and manages risks.



Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx

Senior Financial Analyst




Dear Madam/Sir,
This letter and attached resume are in response to your posting for a Financial Analyst.  I am interested and well qualified to perform the responsibilities associated with this position at an extremely high degree of success and competency.  I have outlined my abilities per your job requirements for your convenience as follows: 
Your Requirements:
My Qualifications:


Bachelor Degree with a major in Finance or Accounting, or related business field.



  Possesses a Master of Science in Accounting, a Master of Business Administration (MBA) with a focus in Finance and a Bachelor of Arts in Economics.


A minimum of one (1) year financial or accounting experience.



  Over 7 years of financial analysis experience. Skilled in maintaining regulatory compliance and quality control throughout all day to day operations across various industries.


Ability to use Windows applications including Excel and PowerPoint.



  Proficient in various financial software, including MS Office Suite, Hyperion, SAP, Smartview, Internal Service Ticket (IST) Lawson and QuickBooks ERP




I look forward to exploring this position with you further.  Thank you for your kind consideration.


Kind Regards,


Yyyyyy x. yyyyyy



Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx

Senior Financial Analyst






Jeffy drives business to success by:


(1) Creating a strategic financial planning process; (2) Identifying and resolving all financial discrepancies and variances; (3) Developing superior and more innovative services; (4) Implementing efficient and effective business processes; and (5) Establishing strong and tangible core values for the organization.



Brings Value to an Organization:



Jeffy has proven strategic financial analysis experience with increasingly responsible positions and has demonstrated his ability to manage, mentor and motivate both clients and fellow associates. He possesses a unique blend of business experience and technical savvy, whereby he provides comprehensive financial solutions that meet the needs of companies seeking to improve both operational performance. Some of his main transferable abilities include:


A Financial Analyst:




Jeffy continually leverages financial analysis skills and strong accounting knowledge to maintain quality control throughout all financial operations. He is skilled in generating thorough financial reports and utilizing strong communication skills to relay pertinent information to appropriate parties. He is knowledgeable in reconciliations, journal entry preparation and identifying variances.


A Multi-Tasking, Hands-On Leader:




Jeffy has proven abilities to conceive, envision and execute more efficient financial approaches, while gaining results through the skillful utilization of resources. He is skilled in overcoming potential financial obstacles. Jeffy possesses strong leadership abilities. His interpersonal communication skills, coupled with strong team building abilities, drive performance throughout department.


Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx






Hiring Agent Name


Company Name


City/State/Zip Code




I am currently seeking a challenging career opportunity in a (INSERT TITLE OF TARGET POSITION) capacity and am submitting my resume for your review. In advance, thank you for your time and consideration.


As demonstrated in the accompanying resume, my professional qualifications include over 7 years of financial analysis, reporting and forecasting experience. I have effectively applied my skills and knowledge toward maintaining regulatory compliance throughout all operations; I possess extensive knowledge of SOX and GAAP standards. To complement this background, I possess top notch leadership, organizational and quality control skills.


As an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance. I am confident that I could be a valuable asset to your organization, and look forward to interviewing with you in the near future.




Yyyyyy x. yyyyyy


Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx

Senior Financial Analyst

Profile of Qualifications


  • Detail oriented Financial Professional with over 7 years of analysis and leadership experience.
  • Extensive experience conducting variance analysis, preparing monthly financial close activities, forecasting financials and preparing balance sheets.
  • Skilled in maintaining regulatory compliance; possesses an in-depth knowledge of GAAP accounting standards and SOX regulations.
  • Strong analytic problem-solving skills with a proven track record of meeting time lines and exceeding expectations.


Key Achievements


  • Streamlined process improvement initiatives at Schlumberger; designed MS Excel tool to reduce inefficiency time by 70%.
  • Proven track record of overseeing quality control for 13 nationwide branches at Schlumberger containing up to 15 employees each.
  • Contributed extensively to migration from Oracle and QuickBooks ERP system to SAP ERP System at Schlumberger.
  • Championed quality control initiatives at Schlumberger, resulting in a savings of $1M over a 12-month period.
  • Significantly reduced reporting time for month end close at Hines; thoroughly reviewed monthly information and promoted utmost level of quality assurance.
  • Recognized with Service Quality Improvement Award (Hines) based on strong process improvement skills.
  • Hand selected at Jones Lang LaSalle to serve as member of semi-annual instructional team; provided high level accounting training to improve overall team performance.


Professional Synopsis


Schlumberger Houston, TX 2014-Present

Consolidation and Reporting Analyst

  • Fulfill key financial analysis role, focusing heavily on generating accurate financial reports for 100+ companies, maintaining compliance to internal controls and performing balance sheet reviews.
  • Utilize various IT tools, including Hyperion, SAP, MS Excel, Smartview, Internal Service Ticket (IST) Lawson and QuickBooks ERP to complete daily tasks.
  • Successfully prepare and post monthly closing journal entries, including accruals, allocations, recharges, inventory obsolescence provision and GRIR accruals.
  • Streamline existing processes, resulting in increased efficiency throughout daily operations.

Management Accountant (2014-2016)

  • Demonstrated a strong attention to detail while overseeing performance in accounting departments across 13 nationwide districts; continually implemented effective strategies to increase efficiency and maintain quality control.
  • Strategically generated forecasts and anticipated future budgets/operating expenses.
  • Utilized SAP and Internal Service Ticket (IST) Lawson to prepare and post monthly closing journal entries in a timely manner.
  • Strategically analyzed variances and made necessary adjustments to ensure quality.
  • Responsibilities included balance sheet reconciliation preparation, conducting ad hoc analysis and generation of monthly segment income statements.
  • Provided key support to two segment controllers, focusing on job/rig counts, DSO analysis and cost analysis.


Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx


Hines Houston, TX 2011-2014

Staff Accountant III

  • Demonstrated ability to complete deadline-based projects on time in a fast-paced environment.
  • Focused heavily on financial analysis, journal entry creation and planning.
  • Generated thorough statistical, federal, state and local reports; relayed pertinent information to appropriate parties.
  • Maintained regulatory compliance; responsible for performing internal and external audits.


Jones Lang LaSalle Houston, TX 2010-2011


  • Utilized strong accounting knowledge to complete daily tasks, with associated responsibilities including financial reporting, quality assurance and maintaining general ledger accounts.
  • Responsibilities included performing month end reconciliations of balance sheets, P&L and intercompany balances.
  • Thoroughly reviewed all financial information; identified and resolved discrepancies as necessary.
  • Collaborated extensively with team members; reviewed variances, accounts receivable and balance sheets a monthly and quarterly basis.


Kelly S. Mathews, LLC Houston, TX 2009-2010

Motor Fuels Tax Consultant Intern

  • Gained valuable exposure to best tax research and auditing processes; prepared tax returns, researched discrepancies and thoroughly reviewed all information.
  • Responsibilities included reconciliation, generating earnings reports and properly allocating monthly cash collections.

Education & Professional Development


Master of Science in Accounting, University of St. Thomas, Houston, TX

Relevant Coursework Completed in Accounting Information Systems, Auditing and Comparative Accounting

Master of Business Administration (MBA), Major in Finance, University of St. Thomas, Houston, TX

Bachelor of Arts in Economics, University of Texas at Austin

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