Financial Associate Resume

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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  • March 1, 2020Create Date
  • March 1, 2020Last Updated

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