Banking Analyst Resume


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Andrew Wagele
795 Hammond Dr NE, Apt 209
San Diego, CA 92101
(123)-000-1234
a.wagele@emailaddress.com


Job Objective: Banking Analyst position in an established company.

Highlights of Qualifications:

Ability to modify and validate databases
Ability to prepare monthly financial reports
Skilled in SAP general ledger
Ability to calculate monthly financial ratios, capital ratios and profitability ratios
Excellent communication and writing skills
Proficient in Microsoft Office - Excel, Visio, PowerPoint, Project, Word, Microsoft Access, and data manipulation

Professional Experience:

Banking Analyst, August 2005 - Present
FBR Capital Markets, San Diego, CA

Analyzed the source data and implications of accounting choices that affect the data.
Effectively recognized data changes, emergence of new risks and industry trends.
Reviewed and evaluated model results to ensure accuracy and consistency.
Ensured the timely quarterly release of the banking rating guide.
Worked with database administrator to modify databases, ensured data validation and to set up new database views.
Prepared and maintain programming specifications for the development of internal analytical tools and externally-sold product.
Accountable for Leading projects, establishing schedule and plan of action.

Banking Analyst, May 2000 – July 2005
William Blair & Company LLC, San Diego, CA

Prepared and maintained monthly reconciliation of transactional accounting records.
Assisted in the monthly close of the general ledger, prepared monthly financial statements and the annual operating plan.
Provided monthly financial reports to management and processed monthly accounts payable.
Calculated monthly financial ratios, capital ratios and profitability ratios.
Accountable for preparation of the supporting documentation for the quarterly regulatory reporting.
Responsible for completion of the daily detail reconciliation.

Education:

Bachelor's Degree in Finance, University of California, Berkeley, CA

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