Sample Financial Associate Resume

Posted in Associate Resume Examples

Daniel Gold
5585 San Juan Way
Downey, CA 90241

Job Objective To obtain a Financial Associate position and utilize my experience and skills for the successful completion of each job task.

Summary Skills

Remarkable experience in Financial Planning & Analysis
Skilled in analyzing monthly financial performance accounting entries, accrual
In-depth knowledge of federal accounting standards, laws and regulations and accounting systems
Great ability to analyze investment and accounting processes
Ability to prepare and present information to support decision making
Proficiency with business intelligence and performance management software tools
Strong organizational and time management skills
Excellent oral and written communication skills
Exceptional analytical, financial analysis and critical thinking skills

Work Experience:

Financial Associate, August 2005 to till date
Bremer Financial Services, Downey, CA

  • Prepared accurate and timely Consolidated Monthly Reports & Budget and Forecast.
  • Analyzed variances of actual results to budget and forecast.
  • Prepared financial presentations for Senior Technology Management.
  • Demonstrated strong interpersonal skills for partnering with Technology and Finance managers.
  • Reported and gained efficiencies driving process improvement within expense management.

Financial Associate, May 2000 to July 2005
Moody’s Investors Service, Downey, CA

  • Developed detailed understanding of Corporate Technology allocations hitting the Card Services P&L.
  • Analyzed variances of actual results to budget and forecast.
  • Managed to effectively track headcounts.
  • Organized monthly financial performance meetings with department managers.
  • Prepared annual budgets and quarterly re-forecasts and month-end departmental entries and accruals.
  • Compiled and analyzed monthly R&Os.


Bachelor’s Degree in Finance, Southwestern University, Texas, TX

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