Sample Resume Format for Financial Analyst – Word / PDF Template
Sample 1
Resume Headline: Strong orientation in finance and operations
Key Skills: Team Management, Financial Analyst, Good knowledge of Financial Market, Knowledge of MS Office, Basic Knowledge of Finance and Accounting, Market Research, Communication Skill, Good Team Player, Quick Learning Skill, Analytical Skill, Determination
Total Experience: 1 year
Salary: Rs. 2.20 Lakhs
Current Employer: State Street HCL Services
Current Designation: Senior Financial Analyst
Current Location: Pune
Education: BBA, PG Diploma
CURRICULUM VITAE
Candidate Name:
Mobile No:
E-mail:
An Overview
- A customer-centric professional in Operations, Process Management, Customer Service and Team Management.
- I have been associated with State Street HCL (India) Pvt. Ltd., Pune as Senior Financial Analyst.
- Resourceful at maintaining relationships with clients to achieve quality product and service norms by resolving their service related critical issues.
- Demonstrated expertise in maintaining control on settlement process.
- Capabilities in coordinating with internal/external customers for running successful process operations; implementing procedures and service standards for business excellence.
- An effective communicator with good relationship building & interpersonal skills.
Core Compentencies
- Operations Management: Preparing & presenting various weekly/monthly reports pertaining to process.
- Process Management:Undertaking responsibilities of removing unnecessary procedures in processes; identifying the change request and processing it, through understanding the requirement of customers.
- Customer Relationship Management:Mapping client’s requirements, identifying improvement areas & implementing measures to maximize customer satisfaction levels. Ensuring continuous interaction with the customer to make sure that area of concern can be worked upon for improved service levels (SLAs).
Employment Chronicle
State Street HCL (India) Pvt. Ltd., Pune
Job Profile;
- Maintaining institutional client accounts for the Alliance Bernstein Investment Management Company.
- Setting up and amending the trade messages going out for Settlement of trades.
- Setting up trade messages to go for different security types.
- Key role in settlement of Equity trades.
- Perform Pre-matching, Fails investigation and settlement of trades.
- Interacting with clients, which involves calling (external/internal) parties by resolving queries related to trade settlements.
- OLRS (Online reporting system) – This is used to check the latest status of the trade, trade details, fail reason, SWIFT message, broker confirmation details etc.
- Advising correct Settlement Instructions to Settlement Assistants.
- Sending out Buying notice to the custodian and also preparing daily Buying reports
- Achieve my process objectives by following and implementing the action plan.
- Maintain and update the standard operating procedures, update logs and error
Projects & Training
Project & Training: Summer Internship
Organization: Indian Bank
Location: New Delhi
Duration: 60 Days
Description: It’s a study about credit appraisal, Data Analysis, Investigation & Pre & Post Loan Sanctioning Process.
Academia
2013 – PGDM from Mitcon Institute of Management, Pune.
2011 – BBA from Madurai Kamraj University
2008 – HSC from Jugal Devi Saraswati Mandir
2006 – SSC from Jai Narayan Vidya Mandir
Awards & Recognition
- Awarded as Best New Joinee in HCL 2013.
- Active member of “Rotaract Club” of MITCON Institute of Management, Pune.
- Awarded as best Yuva editor by Dainik Jagran.
- Awarded as best discipline student at school level.
Personal Minutae
Date of Birth:
Languages Known:
Download Sample 1 Resume for Financial Analyst – Word Format / PDF Template
Sample 2
Resume Headline : Post Graduate Program in Management (Finance & Marketing) with over 2 years experience as Finance Analyst.
Key Skills : EFP Processing, F&O clearing in APAC and EMEA region markets, Finance & Credit Analysis, Mortgage Operation, Risk Management, Derivatives, Stock Trading and research, Trade entries and trade position in GMI, Team Management, Middle Office Operation
Total Experience : 2 Years, 8 Months
Current Employer : eClerx Services Private Limited
Current Designation : Financial Analyst
Last Employer : XL Dynamics India Pvt. Ltd
Last Designation : Post Closing Analyst
Current Location : Mumbai
Education : BBA, Post Graduate Program in Management
CURRICULUM VITAE
Candidate Name:
Mobile No:
E-mail:
Career Objectives
Seeking a challenging and rewarding opportunity with an organization which recognizes and utilizes my potential while nurturing analytical and technical skills
SUMMARY OF SKILLS
- Qualified individual with PGPM (Finance & Marketing) from International School of Management Excellence, Navi Mumbai; currently spearheading with Eclerx Services Limited as a Financial Analyst in middle office activities.
- Knowledge of various financial activities; can effectively define the financial objectives and can design & implement systems, policies & procedures to facilitate internal financial controls.
- Possess comprehensive knowledge of various finance management skills such as Accounting Standards and Principles, Cost Estimation, Balance Sheet Analysis, Ratio Analysis, Profitability Estimates and Economic Indicators
- Aware of the latest concepts and practices related to Fixed income derivatives (Futures, option, swaps) with substantive knowledge of world market movements.
- Self motivated, hard working and goal-oriented with a high degree of flexibility, creativity, resourcefulness, commitment and optimism.
- Result oriented & responsible professional with a matured approach and able to make an effective contribution to the performance of a team with good leadership and motivating capabilities.
Professional Experience
EClerx Services Limited – Since Dec 2012
Financial Analyst
- Managing the clearing process of Fixed income derivative for clients at the EMEA markets like LIFFE, ICE, EUREX and European Exchanges
- Managing the clearing process of Fixed income derivatives for clients at the APAC markets like SFE, Korea, Malaysia and Thailand
- Proficient to work in GMI regarding manual trade entries, running cross report, memo and other trade position entries
- Processing EFP(Exchange For Physical) at ASX and Liberty property trust at DCA
- Accountable for preparing management reports weekly and monthly along with key risk indicator matrices
- Accountable for the operational risk related to clearing activity and other middle office and back office activities
- Develop, monitor and communicate performance against key success metrics while identifying and mitigating risks associated with achieving the business plans.
- Conceptualizing/ implementing revenue generating business strategies, establish business relations with clients and also helping in stabilising oversight process by creating key process related documents and supporting higher management by providing operational assurance.
XL Dynamics India Private Limited – September 2011 – May 2012
Post Closing Analyst
- Undertake complete loan and security documentation in line with statutory requirements and managing entire gamut of operational activities right from the login stage to credit appraisals
- Accountable for preparing loan packages and shipping them to various investors like Wells Fargo, FNMA and GNMA.
- Efficiently organizing Good faith estimate which consist of all the cost ascertained for closing a loan.
- Reviewing deed of trust and title policy document and following up with the title companies for updated version.
- Significantly contributed towards the common goal of the organization and adept in driving business initiatives for the organization.
Project Undertaken
| Title | Formulating new process in the XL Dynamics India Private Limited |
| Synopsis | The project helped to formulate the new process of sending Good Bye Letters to borrower by giving them information about their new service provider |
Professional Accolade:
- Processing highest trade volume in LIFFE exchange
- Responsible for doing highest number of trade matching in EMEA Market
Educational Credentials
PGPM (Finance & Marketing) 2012 – Marks Obtained
International School of Management Excellence, Navi Mumbai – 89%
Bachelor of Business Administration, 2010 – 79%
Future Institute of Engineering and Management, Kolkata
Technical Skill Set
Microsoft Windows, MS Office and Internet Application
Projects Undertaken
| Title | Company Analysis of Micro Chemicals India |
| Synopsis | The project involved in understanding of marketing strategy, manufacturing process and the financial analysis of the company located in West Bengal |
| Title | Inter-firm Financial Analysis on Bharat Forge, Mahindra Forge and Jayaswal Neco |
| Synopsis | The main aim of the project is to analyze and compare the companies based on ratio analysis, SWOT analysis and shareholders pattern of the companies |
| Title | Company Analysis of Yes Bank from an Investor’s Perspective |
| Synopsis | The project involved in study of the technical analysis, financial analysis and parameters for an investor to invest |
Training Attended
Six Sigma Green Belt Certification Course
- Learnt Minitab for simulation exercises
- Understood project analysis using DMAIC approach
- Studied various tools like FMEA, Regression, etc
Workshops Attended
- Capital Market Workshop at SEBI
- Derivatives and Stock Trading Workshop at NSE
Academic Accolade
- Recipient of ‘Merit Certificate’ for exceptional academic achievement in PGPM
- Bagged 3rd Position in a Debate Competition at ISME
- Credential of receiving ‘Distinguished Participant’ award for participating in Business Strategy Game in ISME
- Highest rank holder in BBA (H) in class
Permanent Address:
Languages Known: English, Hindi and Bengali
Download Sample 2 Resume for Financial Analyst – Word Format / PDF Template