Reporting Senior Analyst Job Description
Reporting Senior Analyst Duties & Responsibilities
To write an effective reporting senior analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included reporting senior analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Reporting Senior Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Reporting Senior Analyst
List any licenses or certifications required by the position: CPA, MBA, CFA, CMA, PMP, ITIL, CFE, CIPM, CAMS, SOX
Education for Reporting Senior Analyst
Typically a job would require a certain level of education.
Employers hiring for the reporting senior analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Accounting, Finance, Business, Economics, Education, Computer Science, Statistics, Business/Administration, MBA, Mathematics
Skills for Reporting Senior Analyst
Desired skills for reporting senior analyst include:
Desired experience for reporting senior analyst includes:
Reporting Senior Analyst Examples
Reporting Senior Analyst Job Description
- Derivatives accounting / disclosures
- Assist in special projects including technical accounting research
- Update and develop accounting policies and procedures
- Develops, prepares and reviews recurring reports and analytics for the accounting and finance organizations for both external and management reporting purposes
- Assists in determining STAT accounting consequences for proposed and/or completed actions of the segments and legal entities
- Remains current on accounting rules and financial reporting developments
- Develop, maintain, and monitor worldwide compliance with accounting-related policies and procedures
- SOX processes & audit requests
- Represents the Financial Systems department in UHS cross-department projects and meetings
- Provides audit level reports, guidance and assistance as requested from internal and external audit and finance groups
- HFM preferred
- Monthly reconciliation of cash balance sheet accounts
- Minimum 3-5 years of work experience required, preferably in private equity
- Management reporting experience a plus
- Provide first line of review of all Opco Capital expenditure submissions, reviewing the business case, compliance with WB capex reporting guidelines
- As a senior reporting analyst, you will create, produce, and analyze business reports for various end users in the bank
Reporting Senior Analyst Job Description
- Perform the accounting for natural gas derivatives, including running monthly reports, preparing journal entries, and documentation of hedges as appropriate in accordance with accounting rules for derivatives and hedging
- Support the accounting and disclosure of the Company’s lease obligations and function as a key member of the new lease accounting standard implementation team (ASC 842)
- Serve as a technical accounting resource in the review and evaluation of extraordinary and atypical business transactions to determine the appropriate accounting treatment
- Participate in the preparation of financial statements and reports for external issuance in compliance with the accounting and reporting requirements of the SEC and FASB
- Works with Operations Accounting team to develop reporting tools required to facilitate existing processes
- Assists in the calculation of key performance indicators and with the preparation of STAT to GAAP reconciliations
- Contributes to the maintenance of a strong internal control environment meeting SOX objectives
- Assists with the maintenance of the closing calendar for the enterprise financial reporting process
- Prepare footnotes & other supporting schedules for the Company’s 10-Q and 10-K filings, and ensure adequate disclosures are made in accordance with US GAAP
- Prepare monthly schedules and analysis for internal reporting, including analysis of the impact of changes in foreign currency exchange rates
- Business Objects reporting experience strongly preferred
- Other programming language skills (eg
- Strong aptitude for systems and financial reporting - ideally candidate possess heavy SAP, BW
- Possess confidence to work with all levels of finance and operational staff within the division, across other divisions, with customers and international WB offices
- Ability to organize & schedule work effectively possessing strong time management & project management
- Thrives in an environment of change
Reporting Senior Analyst Job Description
- Research, evaluate, and document the Company’s technical accounting positions using memos
- Recommend and document changes in accounting policies and procedures as needed
- Assist with merger and acquisition projects as needed, including purchase accounting, due diligence, and integration
- Facilitates the fund certification process, including scheduling and preparing necessary certification documents
- Identifies opportunities to improve process and relationship efficiency, develops and implements changes in current processes, with appropriate guidance and approvals
- Assist the Manager in investigating variances over periods
- Develop and analyze KPI’s related to the financial performance of the company
- Work within a team to develop and implement a forecasting process within Oil & Gas Canadian operations
- Provide insightful analysis on KPI’s with focus on leading indicators
- Analyzes over and under account balances to ensure project costs are complete
- Support user acceptance testing to ensure that the client agrees to the final deliverable
- Experience working very large amounts of data
- SQL Server Services (SSRS)
- Experience with/ability to learn wide range of reporting tools (SAP BI, MicroStrategy, Tableau)
- Advanced data analysis skills required
- Ability to review large amounts of data is necessary
Reporting Senior Analyst Job Description
- Monthly Accounting & Financial Reporting (35%)
- Provide accounting and financial reporting system maintenance for chart of account and hierarchy changes
- Assists in research and implementation of new accounting guidance
- Provide and coordinate financial analysis projects and perform other miscellaneous responsibilities and special projects, as needed
- Maintenance and development of new and existing reports
- Liaising and/or providing outputs to non-technical audience
- Development/maintenance of reporting solutions such as (1)
- Ensure accurate and timely completion of all daily, weekly, monthly & quarterly Risk & Transparency reports including Open Protocol regulatory risk reporting requirements such as Form PF and AIFMD
- Utilize models, in-house applications, and vendor software to generate, analyze and understand Value at Risk (VaR) and portfolio stress-testing scenario output
- Work with the market data and Middle Office teams to resolve missing, incomplete or inaccurate market data and security set-up details
- Ability to frequently communicate orally, write, read, comprehend, reason, and perform basic and advanced mathematic calculations and analyze
- 3-5+ years of experience with SQL reporting tools (SSRS) and integration tools (SSIS), and analytics tools, such as Tableau and Cognos
- Experience using .NET, Visual Studio, SSIS, and Stored procedures
- Microsoft Office (Word, Excel, PowerPoint and Access)
- Detailed knowledge of Healthcare operations such as patient financial services, revenue cycle and general accounting principles
- Advanced knowledge of Crystal Report Writer and the ability to create and modify SQL Stored Procedures
Reporting Senior Analyst Job Description
- Provide guidance and support on technical accounting issues
- Assist in the implementation of changes resulting from standardization or process improvement initiatives, including providing technical accounting expertise
- Prepares and/or reviews monthly and quarterly debt covenant and regulatory reporting
- Prepares and/or reviews quarterly and ad hoc financial schedules and analysis for senior management and external auditors
- Lead the collection of data and analysis to create information for executive leaders and the Board of Directors
- Provide actionable analysis to help drive and inform strategic discussions and decisions with senior system leadership
- Analyze financial and operational data to identify improvement opportunities within the System
- Collaborate with cross functional teams to identify opportunities to improve efficiency at the system and/or market levels
- Provide analytical and reporting support to the Regional Leadership Council (RLC) and similar groups
- Lead and facilitate the aggregation of information for key reporting activities for executive leaders
- Skill set should include demonstrated written and verbal communication proficiencies with Microsoft applications including Excel, Access, Word, relational databases and programming languages such as SQL and Visual Basic
- Proficient with MS Office Suite, specifically Excel, and PowerPoint
- Proficiency with SQL Server, SSRS and SharePoint is an asset
- Knowledge of MS SQL, Reporting Services, SAS, Power BI, and Tableau
- Master’s degree in relevant field or Certified Public Accountant designation
- Experience in creating complex spreadsheets and demonstrating proficiency in the use of Microsoft Office, accounting, reporting and other related software