The Transaction Analyst undertakes responsibility for small transactions, portfolio analysis, and all account internal and external reporting requirements. The main duty will be to run portfolio level strategic reviews at regional and global levels and to identify opportunities. A well-drafted Transaction Analyst Resume includes the following duties – forest cash flows, IRoR, and calculating return on investment capital, analysing financial models, preparing a presentation on findings, tracking and managing pipeline projects and other databases, analysing and solving escalated issues by coordinating with managers, and presenting proposals for merger and acquisition.
Skilled and talented candidates with the following skills and abilities – experience in financial analysis and modelling, strong communication skills, excellent knowledge of using the latest software application for financial analysis; skilful in performing qualitative and quantitative analysis; strong knowledge of general accounting principles and business finance, and work experience of handling merger and acquisition projects. Eligible resumes mention a degree in finance or economics.
Objective : Dynamic Transaction Analyst with over 2 years of experience in financial data management and compliance. Adept at analyzing transactions, ensuring accuracy, and enhancing operational efficiency. Proven ability to collaborate with stakeholders and streamline processes, driving improved results. Passionate about leveraging analytical skills to support organizational goals and contribute to team success.
Skills : Sql Server Reporting Services, Sql Server Integration Services, Database Querying And Management, Advanced Excel Data Analysis
Description :
Managed financial records for over 100,000 retail shareholders, ensuring accuracy and compliance.
Resolved inquiries from financial institutions and corporate shareholders through effective communication.
Supported shareholder services by investigating and replacing lost dividend checks.
Executed stock transfer transactions in accordance with SEC regulations.
Performed account maintenance, including address updates and tax certifications.
Developed and maintained the Shareholder Services website for improved user experience.
Assisted in organizing annual shareholder meetings, ensuring smooth operations.
Experience
0-2 Years
Level
Entry Level
Education
B.S. Finance
Junior Transaction Analyst Resume
Objective : Motivated Junior Transaction Analyst with 2 years of experience in financial data analysis and transaction management. Skilled in ensuring data accuracy, streamlining processes, and collaborating with teams to enhance operational efficiency. Eager to apply analytical expertise to drive impactful results and support organizational objectives.
Skills : Data Analysis And Reporting, Documentation And Reporting, Transaction Processing Systems, Presentation Skills, Email And Communication Management
Description :
Analyzed, encoded, and verified transaction records to ensure compliance with established standards.
Maintained accurate records in proprietary deal management systems, enhancing data integrity.
Allocated trades based on characteristics, optimizing inventory management processes.
Delivered clean data tapes to investors by scrutinizing and correcting errors in transaction data.
Resolved data discrepancies through thorough investigation of imaged files and documentation.
Coordinated collateral shipments to custodians, ensuring timely delivery of promissory notes each month.
Utilized Bloomberg interface to price whole loan deals, managing multi-billion dollar purchase wires effectively.
Experience
0-2 Years
Level
Junior
Education
B.S. Finance
Transaction Analyst Resume
Headline : Results-oriented Transaction Analyst with 7 years of experience in financial analysis and data management. Expertise in transaction monitoring, compliance assurance, and process optimization. Proven track record of enhancing operational efficiency and fostering collaboration among stakeholders. Committed to leveraging analytical skills to drive strategic initiatives and support organizational objectives.
Skills : Advanced Microsoft Excel, Sql Database Management, Data Analytics Tools, Forecasting Techniques, Data Integrity, Transaction Reconciliation
Description :
Conducted thorough market analysis and asset valuation to ensure compliance with contracts, thereby enhancing financial reporting accuracy.
Reviewed and analyzed contracts with pipeline service providers to ensure precise billing, adjusting rates in the Solarc Natural Gas system as necessary.
Updated daily pricing in the Solarc Natural Gas system to maintain accurate averages, contributing to improved financial forecasting.
Uploaded monthly pricing from industry publications to ensure timely and accurate rate adjustments.
Created economic forecasts based on historical data to guide strategic decision-making regarding sales points.
Provided quarterly reserves estimates to reserve engineers, supporting compliance with Federal Energy Regulatory Commission reporting requirements.
Analyzed transaction data to identify trends, improving processing efficiency by 25% over six months.
Experience
5-7 Years
Level
Senior
Education
B.S. Finance
Transaction Analyst Consultant Resume
Objective : Results-driven Transaction Analyst Consultant with 5 years of experience in financial transaction analysis and data integrity. Skilled in optimizing processes, conducting audits, and ensuring compliance to enhance operational performance. Committed to delivering actionable insights and fostering collaborative relationships to support business goals and drive success.
Entered, processed, and negotiated leases and loans with a focus on compliance and accuracy.
Performed thorough documentation audits to ensure data integrity.
Filed UCC forms and conducted accuracy audits to maintain compliance.
Prepared files for audit and syndication, enhancing documentation processes.
Executed anti-money laundering audits to mitigate financial risks.
Analyzed transaction data to identify trends and anomalies for improved decision-making.
Provided timely, courteous, and knowledgeable responses to information requests, improving client satisfaction.
Experience
2-5 Years
Level
Consultant
Education
B.S. Finance
Transaction Analyst Resume
Summary : Accomplished Transaction Analyst with a decade of expertise in financial data analysis and transaction management. Proven track record in optimizing processes, ensuring compliance, and enhancing accuracy within transactional workflows. Committed to delivering actionable insights and fostering stakeholder collaboration to drive organizational success.
Skills : Data Integrity Checks, Client Relationship Management, Audit Support, Process Improvement Strategies, Excel Proficiency, Sql Skills
Description :
Managed customer reporting to ensure exceptional service delivery and exceeded expectations.
Utilized SQL and Excel for data extraction, manipulation, and reporting.
Maintained strict adherence to SOX compliance regulations.
Ensured data integrity through rigorous validation of all process inputs.
Analyzed daily procedures to implement more effective operational strategies.
Reconciled all charges, verifying accuracy against original amounts.
Contributed to lean events aimed at process improvement.
Experience
7-10 Years
Level
Management
Education
B.S. Finance
Senior Transaction Analyst Resume
Headline : Strategic Senior Transaction Analyst with 7 years of proven expertise in financial data analysis and transaction oversight. Skilled in optimizing processes, ensuring compliance, and fostering stakeholder collaboration. Committed to utilizing analytical insights to drive business decisions and enhance operational efficiency, ultimately supporting organizational growth and success.
Promoted to coordinate with supervisors to ensure accurate entry of production cycles into the system.
Maintained system integrity by entering and verifying cycle counts submitted to the financial controller.
Conducted quality checks on parts and performed tests for compliance with industry standards.
Assembled and documented production metrics for thermostats on an hourly basis.
Collaborated with clients to devise M&A market strategies, managing negotiations and due diligence.
Provided clients with insights into the real estate market, addressing inquiries and concerns.
Recognized for exemplary performance with multiple awards, including Employee of the Month.
Experience
5-7 Years
Level
Senior
Education
B.S. Finance
Transaction Analyst Resume
Summary : Analytical Transaction Analyst with 10 years of extensive experience in financial data management and transaction oversight. Expertise in monitoring transaction integrity, optimizing processes, and ensuring compliance with regulatory standards. Dedicated to providing actionable insights and fostering stakeholder relationships to enhance operational performance and drive business success.
Skills : Advanced Microsoft Office Suite, Document Management And Reporting, Financial Data Analysis And Modeling, Email And Schedule Management, Strategic Planning, Workflow Optimization
Description :
Managed full resolution of accounts for various insurance carriers, improving claim processing times.
Prepared and submitted claims to insurance companies, enhancing accuracy and compliance.
Analyzed claims and executed comprehensive Revenue Cycle functions, including rebilling and appeals.
Reviewed accounts for potential assignment, ensuring optimal resource allocation.
Conducted follow-ups to ensure timely results and compliance with industry standards.
Maintained confidentiality and adhered to all HIPAA regulations, ensuring data protection.
Collaborated with cross-functional teams to streamline processes and improve operational workflows.
Experience
10+ Years
Level
Executive
Education
B.S. Finance
Fresher Transaction Analyst Resume
Objective : Enthusiastic and detail-oriented Fresher Transaction Analyst with 2 years of experience in financial data processing and transaction analysis. Equipped with a strong foundation in data accuracy, compliance, and operational efficiency. Committed to utilizing analytical skills to enhance processes and contribute meaningfully to team objectives.
Skills : Data Analysis In Excel, Document Management, Data Visualization, Transaction Monitoring Tools, Compliance Research, Information Retrieval
Description :
Managed the entire loan file process from pre-approval to closing, ensuring compliance with company standards.
Organized and maintained a systematic filing system for pre-approved, rejected, and withdrawn loan applications.
Conducted financial analyses related to acquisition and disposition transactions, contributing to informed decision-making.
Prepared transaction approval documents for presentation to senior management, facilitating strategic discussions.
Developed and implemented filing protocols in alignment with industry best practices.
Utilized analytical tools to assess transaction patterns and improve operational processes.
Collaborated with team members to enhance the efficiency of transaction management workflows.
Experience
0-2 Years
Level
Fresher
Education
BSc Finance
Transaction Analyst Resume
Objective : Accomplished Transaction Analyst with over 5 years of experience in financial data analysis and transaction management. Proficient in optimizing workflows and ensuring compliance to drive operational efficiency. Skilled in leveraging analytical insights to support strategic decision-making and enhance stakeholder collaboration for improved business outcomes.
Skills : Financial Data Analysis, Transaction Monitoring, Report Generation, Accounting Principles, Business Intelligence, Software Proficiency
Description :
Managed acquisition and disposition projects for national clients, ensuring compliance and accuracy in all transactions.
Conducted thorough analysis of corporate client portfolios, providing actionable insights to enhance management strategies.
Generated detailed reports using CoStar and Loopnet to present market options aligning with client needs.
Facilitated national site tours, collaborating with key stakeholders to gather essential data for property transactions.
Maintained and updated MS Access databases with project information, enhancing data accessibility.
Supported financial modeling and transaction negotiations, contributing to over $5 million in gross fees.
Assisted in the preparation of Federal Energy Regulatory Commission filings, ensuring compliance with federal regulations.
Experience
2-5 Years
Level
Consultant
Education
B.S. Finance
Transaction Analyst Resume
Headline : Detail-oriented Transaction Analyst with over 5 years of experience in financial data analysis and transaction processing. Proficient in identifying discrepancies, optimizing transaction workflows, and ensuring compliance with regulatory standards. Strong analytical skills combined with expertise in Excel and SQL to drive data-driven decision-making and enhance operational efficiency.
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