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Financial Associate Resume Sample Format – Doc / PDF Template

Sample Resume Format for Financial Associate – Word / PDF Template

Sample 1

Resume Headline : MBA in Finance, having total 3.0 years of experience working in the area of Company Research & Analysis, SEC financial reporting, US GAAP, Team Handling, Quality Control for varied sector and companies.
Key Skills : Financial Reporting, Regulatory Reporting and Analysis, Preparing Balance Sheet, Income Statement and Cash Flows Statements as per U.S GAAP and FASB guidelines and SEC Reporting.
Total Experience : 3 Years
Salary : Rs 2.70 Lakhs
Current Employer : RR Donnelley
Current Designation : Financial Associate
Current Location : Chennai
Preferred Location : Bangalore
Education : B.Com, MBA / PGDM


Candidate Name:
Career Objective:
Seeking a challenging career and to apply my knowledge, skills and be a member of the team, that dynamically words towards success and growth of the organization.

Professional Synopsis

  • A dynamic professional Financial Associate. Experience in Financial reporting and accounting, and Equity research.
  • Strong business and analytical skills
  • Ability to work under pressure, within tight timelines, and synthesize and interpret data of varying quality to provide meaningful analysis and recommendations.
  • Possess excellent communication, team building / management and motivational skills.

Professional Highlights

Company        : RR Donnelley
Duration          :
Designation    : Financial Associate
Department     : Financial Reporting

Key Responsibilities

  • Responsible for analyzing the Balance Sheet, Statement of Income, Cash Flow Statement and Equity Statement of public listed companies and mapping each ledger balance to financial statements.
  • Reconciling the items and checking the inconsistencies between the Cash Flow & Income Statement and making required corrections.
  • In depth analysis of variances and comparing reports actual vs planned budget (Income statement, balance sheet and cash flow) and compare to previous reporting periods for past performances.
  • Preparing annual and quarterly financial reports in SEC with an Interactive data through the US-GAAP and FASB guidelines.
  • Involved in analysis and reporting of Derivative instruments, Debt and equity finance, Fair value measurements, Inventories, Segments, Mergers and acquisitions etc.
  • Preparation of Prospectus Summary, Statement of Assets and Liabilities, Schedule of Investment for Mutual Fund Companies.
  • Providing entire information of cash flows and funds flows, individual investors, Financial Companies, Investment Bankers and other corporate Clients.
  • Segmental and Geographical analysis of the Revenue, Capital Expenses, Depreciation, Profit Before Tax and Net Income of the company
  • Focusing more on looking into client queries, quality review on analyst performance, sharing knowledge and best practices among the peers and preparation of quality reports.
  • Performing Quality Review of financial reports for accuracy, consistency and completeness of element posting, calculations and presentation Responsible for maintaining quality and accuracy of financial data.

Achievements and Rewards

  • Conducting team huddle and updating the process best practices.
  • Training and mentoring the New Analysts in the team.
  • Have given Power Point Presentations on tool & Process improvements.
  • Got the Management Recognition Award for best quality.
  • Recognized for “Team Player of the Year”.

Academic Profile

  • Post Graduation in Master of Business Administration from RCR Institute of Management and Technology
  • Bachelor of Commerce from Loyola Degree College
  • Board of Intermediate from Govt. Junior collage
  • SSC (X) from ZP High School

Technical Skills

  • Operating systems: Windows 98, 2000 and XP
  • Packages: Ms Office
  • Tools : Xcelerate 5.4 – EDGAR Online and Rivet Software
Personal Details

Name :
Date of Birth :
Phone No :
Address :

Download Sample 1 Resume for Financial Associate – Word Format / PDF Format

Updated: February 23, 2020 — 6:14 pm

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