Financial Analyst resume example

• Built an Excel reconciliation between ledger balances and operating schedules, isolating timing differences from posting errors; attached source references so accounting reviewers could reproduce each adjustment.
• Prepared an accounting variance bridge in Excel, separating volume, rate, and one-off costs; reconciled the bridge to the close package before using it in the budget discussion.
• Built a forecast from operational drivers rather than a flat growth assumption, reconciled the opening balance to the ledger, and explained price, volume and timing variances to the budget owner.
• Owned a monthly reconciliation using Excel control totals, resolving unmatched ledger entries before financial reporting and documenting the journal-entry approvals.
• Built an internal-controls checklist around account ownership and cutoff evidence, reducing month-end review queries from 22 to 9 across two comparable closes.

• Documented approval thresholds and evidence requirements for 5 spend categories. Prevented the same exception from recurring in the next review.
• Checked a reporting workbook for stale links, inconsistent units and unsupported manual adjustments; reconciled the corrected output to the approved source before submitting it for review.
• Investigated a variance flagged during review by tracing the affected entry back to its supporting record. Separated timing differences from incorrect classifications and attached the proposed correction for the reviewer’s approval.

• Automated monthly close checks across 14 account reconciliations
• Created a synthetic ledger and supporting schedules with timing differences, reversals and an unmatched item; reconciled opening and closing balances and retained the source for each proposed adjustment.
• Tested the workbook after changing a period and reversing an input, identified formulas that failed to update, and added a control total and reviewer notes explaining the remaining assumptions.
• Owned the synthetic-ledger reconciliation using control totals, resolved an out-of-period posting and completed an evidence index linking every adjustment to its source record.

Relevant coursework: Financial accounting, statistics, operations management, organizational behavior

Financial modeling · Forecasting · Variance analysis · Excel · SQL · Internal controls

• Published a personal accounting methods note using synthetic journal entries, explaining cutoff judgments, reconciliation differences and the approvals needed before changing a real ledger.