Finance Associate Resume Examples and Templates

Leveraged Finance Associate

• Managed deal execution, including operational and financial due diligence, financial modeling, credit assessment, negotiation of credit agreements and commitment papers, creation of offering/information memoranda, development of rating agency and lender presentations, preparation of roadshow and sales materials, and addressing investor inquiries.
• Developed multi-scenario financial models (LBO, M&A, DCF, and Transaction Comparables/Trading Multiples) and conducted comprehensive valuation and cash flow analyses to assess the company's ability to manage financing activities and provide adequate returns to equity investors (IRR and accretion/dilution analysis).
• Advised Financial Sponsors and High-Yield (HY) Corporate issuers in collaboration with deal teams regarding potential acquisitions, financing options, and derivatives-based solutions.

Finance Associate

• Analyzed and presented extensive quantitative and KPI data using SQL and Excel, contributing to a 23% operations growth.
• Led a project enabling a SaaS client to enter the Eastern European market, resulting in a 5x revenue increase.
• Managed account records, invoice issuance, and payment handling, leading to a 75% efficiency improvement.
• Prepared operating budgets and financial statements for budgets of up to $5 million, providing valuable insights and recommendations.
• Created financial models to assess operational efficiencies, performance, and trends.
• Consulted with a venture capital firm and conducted portfolio analysis for a $5.5 billion fund.
• Collaborated across departments, addressing daily inquiries, performing ad hoc analysis, and gathering data for budget planning.
• Developed reports, graphs, and presentations to support strategic decision-making.

Finance Associate

• Managing TDS work, Income Tax, and Bank Reconciliation.
• Proficient in various versions of MS Office, including Word, Excel, Outlook, and PowerPoint (Office 97, 2000, XP, 2003, 2007, and 2010).
• Familiar with MIS and ERP environments.
• Skilled in Accounting Packages such as Tally 4.5, Tally 5.4, Tally 7.2, Tally 9.0, and Tally ERP9.
• Experience with Statutory and Tax Audit processes.

Strategic Finance Associate

• Constructed a comprehensive operating model to update the senior leadership team on the company's financial status, performance against targets, KPIs, and cash runway, aiding in determining venture fundraising requirements and timing.
• Conducted primary market research in the payroll and HCM industries to assess market size, identify industry-specific opportunities for Zeal, and recognize industry trends such as retention, customer satisfaction, and expansion.
• Designed tailored Go-To-Market (GTM) materials and ROI calculators for different verticals to assist our sales team in quantifying payroll-related partnership opportunities.
• Developed a scenario-based Series B model to support Zeal's senior management team in presenting the company to potential venture capital investors during the capital raising process.
• Held weekly meetings with senior leadership to plan and execute strategic initiatives for the organization.

Senior Accounting & Finance Associate

• Oversaw Receivable functions to ensure accurate reporting.
• Prepared weekly and monthly bank reconciliations.
• Conducted reconciliation of general and subsidiary bank accounts by gathering and balancing information.
• Prepared special reports on financial status and completed special projects.
• Compiled Sales and other items from client portals into the books.
• Managed bookkeeping for major clients.
• Prepared monthly financial reports.
• Managed all accounts receivables and payables.

Senior Finance Associate

• Prepare withholding tax reports and handle monthly, quarterly, and annual filings.
• Monitor documentary stamp tax for lease contracts at branch locations.
• Assist in tax computation and scheduling.
• Review reports from various departments used for tax reporting.
• Ensure compliance with local and national government regulations.
• Analyze issues impacting the company's tax compliance.
• Perform computations and document verifications.
• Prepare well-organized draft work products with minimal need for revisions.
• Interact with relevant government agencies and offices as required.

Finance Associate

• Successfully delivered projects involving report consolidation, tool updates, and action areas for submissions, closely collaborating with MIFID databases.
• Led idea generation, trained, and mentored analysts, effectively overseeing the team's work.
• Collaborated on business initiatives, development projects, and cross-functional training.
• Worked with business partners to define data requirements and expectations, ensuring timely data delivery and analysis.
• Prepared multiple MIS reports and submitted statistical data to regulators such as Bundesbank and Bank of England.
• Developed and supported technical teams in enhancing Tableau dashboards, testing data, programs, and software for functional user-interface tools.
• Provided direction and guidance to working groups to achieve various goals.
• Offered statistical and performance feedback, conducted coaching, and administered performance reviews to enhance skills.

Finance Associate

• Prepare the monthly finance packet and necessary financial reports.
• Review Payment Request Forms and Expense Reports for validity, accuracy, and completeness, releasing cash payments promptly.
• Ensure source tax deduction for vendor payments.
• Enforce office adherence to administration policies, procedures, and deadlines.
• Post daily transactions to QuickBooks and provide daily balances for reconciliation.
• Perform weekly bank reconciliation.
• Coordinate with other Office Accountants for control account transactions.
• Communicate and enforce finance policies and procedures to all FO staff through regular reminders and clarifications.
• Assist in fraud investigations.
• Train staff on Email approval format, PRF Module, Watchdog (Vendor Vetting), and Budget Vs Actuals Automated mails.
• Manage finance files and records effectively.
• Prepare PRFs and checks for PT, PF, TDS, and monthly reports for auditors, communicating by the end of the month.

Finance Associate

• Managed main branch opening and closing times.
• Ensured confidentiality of bank records and client information.
• Followed up with customers who failed to make promised payments to secure payments.
• Stayed updated on banking guidelines and statutory requirements by researching new laws and applications.
• Achieved a zero-error rate in balancing daily cash deposits and vault inventory.
• Processed sales referrals and promoted bank services and products.
• Handled incoming phone calls from customers, directing them to the appropriate department or individual for assistance.

Finance Associate

• Operated within a general ledger team dedicated to Banking for the Customer.
• Prepared journal entries and transactions related to Banking, maintaining accurate financial data for customers.
• Generated monthly Bank reconciliation statements for customer financial data and produced separate monthly audit reports for internal review, ensuring precise target achievement.
• Handled travel and expenses transactions for customer needs using the SAP Protocol.
• Utilized the SAP - Assets/Liabilities module for this project.

Finance Associate

• Collecting daily sales reports from each branch.
• Monitoring daily sales reports from each branch.
• Reconciling data with the Area Finance Officer.
• Monitoring cancellation requests and parcel weights.