Reporting Lead Job Description
Reporting Lead Duties & Responsibilities
To write an effective reporting lead job description, begin by listing detailed duties, responsibilities and expectations. We have included reporting lead job description templates that you can modify and use.
Sample responsibilities for this position include:
Reporting Lead Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Reporting Lead
List any licenses or certifications required by the position: CPA, MBA, BIRT, ACCA, HCM, SAML, PMP, ITIL, TQM, CSM
Education for Reporting Lead
Typically a job would require a certain level of education.
Employers hiring for the reporting lead job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Accounting, Finance, Education, Business, Management, Associates, Guidance, Computer Science, Engineering, Business/Administration
Skills for Reporting Lead
Desired skills for reporting lead include:
Desired experience for reporting lead includes:
Reporting Lead Examples
Reporting Lead Job Description
- Provide reports and analysis to management on the valuation and projection of DAC and SOP reserves for the fixed annuity products
- Work with others on the valuation and other teams to analyze effects of interest movements and policyholder behavior on our balance sheet and earnings
- Work with various areas to ensure economic and policyholder behavior assumptions and modeling methods are thoroughly defined, tested and implemented
- Monitor and analyze developments in actuarial techniques, laws and regulations applicable to fixed annuities
- Manage small team of employees
- Management of the day to day operations of the team consisting of 3-5 staff and allocation and organization of staff assignments
- Review of staff preparations of fund financial statements and schedules of investments coordination and drafting of the notes to the financial statements for annual and semiannual shareholder reports for registered and non-registered funds
- Manage fund and audit/client cycle deadlines and staff work load to ensure deliverables are met and completing reviews to ensure accurate and timely filings
- Coordination of audits related to staff assignment of auditor open items and client questions and comments
- Conduct performance management for staff
- Proven experience of leading, building and developing a team
- Thorough commercial knowledge and understanding of economic drivers
- Excellent attention to detail and commitment to timely delivery
- Financial Services business awareness specific to areas of responsibility or large FTSE or blue chip where you will have worked in a large reporting function with multiple stakeholders, ideally globally
- Proven delivery track record in reporting role(s)
- Comfortable dealing with ambiguity and changing environment, leading others through this
Reporting Lead Job Description
- Support cash forecasting, understandingCurrent debt and working cash management position and variances each month
- Support the development of reporting standards and sharing these with stakeholders
- Responsible for the Cash flow reporting and invoice collection
- Contributing to internal audit activities as directed by Group and Cluster CFO
- Adhering to and maintaining compliance to local Group accounting policies
- Is overall responsible for the delivery of reporting services from the Centre of Excellence
- Supports global Service Management Center goals by ensuring the quality of delivery and governance of the reporting services from the Centre of Excellence
- Works closely with, and leading, the CoE reporting team
- Structuring of the reporting team within the CoE
- Working with HR to ensure recruitment and retention of the appropriately skilled resources
- Self-starter / self-manager
- Knowledge of the processes / procedures / systems which support the role
- Key internal & external stakeholder and customer relationship management
- Advanced skills with MS Office including Excel, Word and Powerpoint
- Experience in proof reading or editing senior management or published reports
- Knowledge of Operational Risk in a banking institution or large Corporate and a large organisation’s approach to Risk Management
Reporting Lead Job Description
- Create functional report designs to be implemented by the reporting team including calculation rules, data sources and test scenarios
- Support SMC Global Process Owners, SMC/GBU heads and management in performing data analysis on reports
- Building relationships with key business partners and peers in Service Operations functions
- Monitoring and measurement of the reporting team performance in the CoE
- Works with the Global Process Owner to reduce the Work Unit cost
- We are looking for an experienced software developer and technical lead
- The reporting application will use the Jaspersoft Studio Report development tool to create reports that take input data from a Spark cluster and render in client specific file formats
- We are looking for someone with in depth Jaspersoft Studio development experience with the ability to lead a team of Jaspersoft developers in a technical capacity, be a good communicator and have a strong technical aptitude
- Manage monthly financial reporting according to IFRS and participate forecast/budget process
- Ensure that all financial processes and internal controls, including DoA, are implemented, robust and compliant related to field of activity
- Advanced working knowledge of Excel, including pivot tables, slicers, formulae
- Operational and/ or technology experience is an asset
- Ability to understand and articulate technology and business impact
- Broad knowledge of SEC, FASB and SOX requirements, accounting principles, practices and tax reporting requirements
- Proficient in financial system reporting environments (i.e., IBM TM1, Hyperion, Cognos)
- Minimum 5 years of experience working with Data Warehouses, Data Marts, Data integration and Data Governance processes, excellent SQL skills REQUIRED
Reporting Lead Job Description
- Overview statutory accounting/finance compliance
- Participate into hedging and treasury processes
- Regular review of financial KPIs to the level of consistency with the budget figures
- Monthly check of the actual accounting entries and applying corrections as necessary
- Lead intra-site back charging process
- Implement the controlling processes and tools used within the Business (ADEL, SAFIR, TERANGA etc)
- Create monthly sales and P&L reporting analyses and presentations for use by International executive management Group finance
- Help prepare and review SEC-like documents, , 10-Q/K (including MD&A) and financial schedules, and other regulatory reporting requirements
- Lead a team of partner reporting technical experts on day to day basis and the quality of services rendered by them
- Collaborate with partner team to ensure end to end smooth delivery
- Awareness of Operational, Information and Privacy risk
- Thorough knowledge understanding of Compliance
- Minimum 7years of Analytics, Metrics and Executive Reporting experience
- Experience with developing executive dashboards for Senior Management
- Advanced knowledge of Production/Operate functions, success measures highly desired
- Ability to de-mystify, analyze various data sources to form cohesive analysis for executive reviews
Reporting Lead Job Description
- Responsible for resolving and fulfilling reporting system related Incidents and service requests raised by users according to service levels working with partners including performance indicators like full service index
- Committed to address the customers and partners concerns at the right time to ensure their happiness is met all the time
- To keep technical landscape up to date & technology refresh is done according to plan
- Ensure systems are tested and confirm functionality during migrations and upgrades
- Lead transitions from projects to operations
- Evaluate and drive continuous improvements in reporting/analytics
- Track usage of reports/dashboards per business group and service units
- Enable Service units, Business Groups to use information to drive decisions and growth
- Run internal projects for reporting and analysis needed by leadership team
- Creating of ROI reporting on all marketing initiatives, developing scorecards for marketing campaigns and initiatives, formulate all campaign and initiative development to ensure correct data capture for reporting
- Superior knowledge and experience in Excel, Access, Powerpoint and other data analytics frameworks/tools
- Establishing a change control process and adequate control standards supporting Reporting Solutions
- Ensuring production user support for credit risk reporting teams globally
- University degree in finance/accounting or equiv
- Prior Financial Services & Equipment Leasing industry preferred
- Ability to partner with and support other functions