Analyst, Financial Reporting Resume Samples
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Analyst, Financial Reporting Resume Samples
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CL
C Langosh
Chandler
Langosh
137 Jaren Port
New York
NY
+1 (555) 792 0590
137 Jaren Port
New York
NY
Phone
p
+1 (555) 792 0590
Experience
Experience
Phoenix, AZ
Analyst, Financial Reporting
Phoenix, AZ
Jenkins, Fritsch and Hoeger
Phoenix, AZ
Analyst, Financial Reporting
- Provide ongoing training on capitalized software policies and processes to Project and Development Managers
- Review and approve all capitalized software memos by working closely with Project and Development Managers
- Assist in documentation and communication of accounting policies for mutual funds and assist in maintaining and updating the accounting policy repository
- Provide analysis on financial results (trends, performance metrics, benchmarks) regarding capitalized software
- Performs quality assurance checks/ peer reviews on the work of other team members/departments
- Provides timely responses to partner areas regarding client service level changes and statuses
- Working towards becoming proficient in all areas of the job
Boston, MA
Senior Analyst, Financial Reporting
Boston, MA
Swaniawski Group
Boston, MA
Senior Analyst, Financial Reporting
- May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role)
- Performs detail review of work submitted by other accounting or finance departments and provides functional advice and guidance
- Assists in the preparation, analysis and discussion of information for Ad Hoc projects and assignments delegated by senior accounting management
- Assists in developing new system-related tools, policies, procedures, and to ensure accurate and efficient month-end close processes
- Reviews and analyzes assigned P&L accounts. Performs variance analysis and addresses senior management queries
- Assists in the preparation of the monthly management reporting package for business and finance leaders
- Partner with the Finance teams to improve access to better, governed data and to help create efficiencies within their processes
present
Phoenix, AZ
Senior Financial Analyst, Financial Reporting
Phoenix, AZ
Howell-Hammes
present
Phoenix, AZ
Senior Financial Analyst, Financial Reporting
present
- Assist in the supervision and review of work performed by the Financial Analyst
- Assist in the co-ordination of the billing and collection process
- Preparation of SEC filings including the creation and update of the Company’s quarterly and annual reporting documents
- Prepare schedules supporting notes to the Financial Statements for the 10Q and 10K filings
- Review accuracy of reporting packages received from JRSA clients in accordance with various agreements in place
- Restructuring program(s) accounting and reporting (in conjunction with Otis FP&A); includes headcount reporting
- Participate in various controlling activities for corporate division
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
West Virginia University
Bachelor’s Degree in Accounting
Skills
Skills
- Ensure that team/division’s goals for accuracy and timeliness are maintained throughout the year. Individual accuracy and timeliness are measured against overall team stats. Review and maintain all roles and deadline for assigned relationships
- Traditional oral and written communication skills plus literacy with the MS Office to effectively interact with clients and partners
- Good analytical and problem solving skill
- Ability to
- Highly flexible and adaptable to change
- Ability to organize large volumes of data to create a synthesized, meaningful analysis
- Adaptable to fast paced work environment with new and changing responsibilities
- Ability to manage multiple projects simultaneously and work independently; strong time management skills
- Self-starter with strong tendency toward pro-active process improvement
- Ability to work effectively independently and in a team environment
15 Analyst, Financial Reporting resume templates
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1
Analyst, Financial Reporting Resume Examples & Samples
- Coordinate review of shareholder reports, including financial statements and notes to financial statements, with in-house and outside counsel
- Assist in preparation of meeting materials for monthly Sarbanes-Oxley certification meeting with Chief Executive Officer and Chief Financial Officer
- Assist in administration of the sub-certification process for Sarbanes-Oxley
- Assist in board reporting process related to financial reporting, which includes monthly memorandums summarizing the financial statements, quarterly memorandums, special board presentations and review of audit committee reports
- Assist in oversight and coordination of annual mutual fund audits, including organizing planning, status and closing meetings with accounting agents, fund administrators, and independent accountants
- Analyze accounting treatment and presentation of complex transactions
- Assist in documentation and communication of accounting policies for mutual funds and assist in maintaining and updating the accounting policy repository
- Assist with analyzing new and existing accounting standards, technical literature and mutual fund industry best practices to determine accounting treatment and accounting policy
- Assist with monthly shareholder report Notes Library by drafting new disclosures and updating existing disclosures and communicating to service providers, including fund administrators, independent accountants, board of directors and in-house and outside counsel
- Interaction with multiple internal and external service providers including fund administrators and fund accounting agents, independent accountants, marketing, investment operations, portfolio managers and in-house and outside counsel
- Proven leadership skills and the ability to work in a team oriented environment
- Computer proficiency in Excel, Word and PowerPoint
- A college degree is required, preferably in accounting
2
Senior Analyst, Financial Reporting Resume Examples & Samples
- Participates in various elements of the following consolidation and reporting activities (actual and forecasted results)
- Reviews and analyzes assigned P&L accounts. Performs variance analysis and addresses senior management queries
- Reviews and reconciles various management and Time Warner reports
- Evaluation of the quality and accuracy of submitted financial data, including issue resolution, if necessary
- Review and post various elimination entries
- Resolution of business unit queries regarding process and treatment
- Assist in preparation of quarterly deliverables to Time Warner (i.e. Footnotes, MD&A, etc.)
- Review and clear P&L intercompany activity
- Assists in the preparation of Warner Bros. Entertainment Inc. annual report with full footnote disclosures
- Prepare internal and external audit reporting
- Creation of various management/financial statement analysis utilized both within FRB and by executive management
- Reporting and analysis for special requests from the offices of the CFO, Controller and Assistant Controller
- Implementation and communication of reporting changes resulting from changes in master data
- Maintenance of commonly used reports/files for all cycles
3
Analyst, Financial Reporting Resume Examples & Samples
- Responsible for the preparation of financial statements, MRFP and a variety of reporting packages for a group of mutual funds to satisfy the client’s regulatory filing requirements
- Provide support on other functions
- Demonstrate Shared Responsibilities
- Prepare daily, monthly reporting packages for clients and other agencies in an accurate and timely manner
- Liaise with clients and auditors as necessary
- Monitor and report NI 81-102 compliance requirements (eg. aggregate holdings, overdraft, investment concentration, illiquid securities, cash cover) for mutual funds
- Prepare expense analysis for various mutual funds
- Participate in any System Enhancement due to regulation requirements and Fund merger/conversion
- Assist in Fund conversions and related work as needed
- To produce adhoc reports as requested by clients and third parties and response to client's inquiries as needed basis to ensure all deadlines are met
- Experience in preparing financial statements under GAAP & IFRS is an asset
- Advanced knowledge of MS Office, particularly Excel
4
Analyst, Financial Reporting Resume Examples & Samples
- Prepares Monthly, Quarterly & Annual Reporting as it relates to WWTVM/Intl Ad Pub Cost Centers, Cost Recovery, Special Projects and any other ad hoc reporting that WWTV Marketing is involved in
- Assists in monthly WWTVM Creative Service Billing/Refunds
- Prepare invoices and handle checks for accounts receivable
- Very involved in monthly reconciliations
- Oversee GL Maintenance
- Assist in audit requests
- Responsible for other job-related duties and project assistance as needed
- College degree or equivalent work experience is required
- Previous finance experience required
- Previous project management experience necessary
- International experience highly desirable
- PO Maintaining & AP process experience preferred
- Solid working knowledge of personal computers required; proficiency in Microsoft Windows, Excel and Word, and ability to use other systems such as SAP, EIS, etc
- Strong organizational and project management skills required
- Ability to handle multiple priorities, meet commitments in spite of shifting demands, and keep management informed of progress
- Must have knowledge of basic math, spelling, grammar, punctuation, accepted English usage, filing systems, and corporate formats for reports, letters, etc
- Must have ability to communicate effectively & tactfully with persons on all levels, in person, & on telephone
- Must detail oriented and understand written & oral instructions
- Must be able to handle multiple tasks and have ability to organize & schedule work effectively
- Must have ability to work well under time constraints
- Must be able to work in extremely fast-paced environment
- Must be able to handle multiple tasks simultaneously
- Must have excellent follow-through skills
- Must be able to manage heavy workload and successfully see projects/tasks through to completion
- Must be detail-oriented and maintain confidentiality
- Must be able to resolve conflicts within the scope of responsibility
- Must be able to work overtime, as required
5
Analyst, Financial Reporting Resume Examples & Samples
- Maintain and enhance industry knowledge that is appropriate for your role as measured by number of classes taken or equivalent study. Efficient utilization of time in the office during working hours is required. Use time effectively by organizing account load by deadline dates and known priorities with your Technical Coordinator/Team Leader (TC/TL). Utilize non-peak reporting hours to learn and understand your role. Plan and manage your workflow to accomplish critical tasks on time. Contribute to the productivity goals of the area and department by adopting new procedures and systems capabilities. Support Mgr/TC/TL in facilitating changes in account assignments and/or auditing processes to improve the workflow on the team. Utilize correct partner areas when assistance is necessary
- Take ownership of queries from clients/partner areas and respond with updates in a timely fashion. Utilize knowledge of client needs and business operations to assist with special requests from clients or other partner areas. Demonstrate effective and oral, written and timely communication skills with all partners. Escalate relevant and critical issues to management and all required partner areas in a timely manner. Become a resource to clients, partners, and team members for clarity, understanding, and information regarding your accounts. Utilize available resources within partner areas in order to meet client needs without risk exposure. Provide timely responses to partner areas regarding client service level changes and statuses. Keep partners informed through active communication on a daily basis until issue is resolved. Value the contributions of team members. Analysts should exhibit flexibility and willingness to move teams when there is a business justification or departmental need
- Follow all policies and procedures designed to help identify, assess, monitor, and control risk, including: Compliance (including Anti-Money Laundering), Credit, Fiduciary, Market & Liquidity, Operational (including all aspects of Business Continuity), and Strategic risks. Effectively incorporate risk management considerations in daily responsibilities and prudently evaluate the risk impacts of actions and decisions. Immediately inform your manager about significant risk issues and escalate to Business Unit Risk Management where appropriate. Complete required risk management training as assigned
6
Senior Financial Analyst, Financial Reporting Resume Examples & Samples
- Bachelor’s degree in Accounting; Certified Public Accountant is a plus
- SAP General Ledger experience +
- HFM reporting experience +
- Prior experience with XBRL +
7
Senior Financial Analyst, Financial Reporting Resume Examples & Samples
- Accounting and Reporting for Joint Revenue Sharing Arrangements (“JRSA”)
- Record/Review revenue and costs
- Review accuracy of reporting packages received from JRSA clients in accordance with various agreements in place
- Prepare monthly revenue and cost analysis
- Assist in the co-ordination of the billing and collection process
- Preparation of SEC filings including the creation and update of the Company’s quarterly and annual reporting documents
- Prepare schedules supporting notes to the Financial Statements for the 10Q and 10K filings
- Prepare memos on the applicability and treatment of new accounting guidance released by FASB
- Prepare annual pension plan statements
- Prepare annual Canadian subsidiary financial statements for tax purposes
- Participate in various special projects and tasks that may arise
- Internal reporting and analysis duties
- Complete/Review quarterly and annual surveys from Statistics Canada and U.S. Department of Commerce
- Assist in the supervision and review of work performed by the Financial Analyst
8
Senior Analyst, Financial Reporting Resume Examples & Samples
- Highly analytical and problem solving skills are required
- Review and maintain all roles and deadlines for assigned relationships
- Follow core procedures, checklists and client specific procedures on a daily and monthly basis
- Carry out complex activities that carry significant financial, client, and/or internal business impact which include client portfolio restructures, allocation and unitization restructures
- May have direct interaction with clients and Client Executives
- Able to serve as a key subject matter expert and mentor to other team members and partners
- Proficient in Northern Trust systems and VR audit processes and best practices
- Quality check accounting audit packages for other VR Analysts
- Play an active role within the on-boarding process of new clients
- A College or University degree and/or relevant Client Accounting work experience is required
9
Senior Analyst, Financial Reporting Resume Examples & Samples
- Assist Supervisors on various tasks including training team members, setting up new templates, testing new reports and dealing with client/audit queries
- Able to take on and handle more complex funds independently. Assist the team to improve efficiency by standardize templates & enhanced process, and be able to provide feedback on the improvements and any hurdles or inefficiencies faced by the team
- Work with clients to complete semi-annual and annual financial statements in an accurate and timely manner
- Provide other reporting and/or compliance requests as necessary
- Estimate expense accruals and monitor management expense ratio (MER) for all mutual fund expenses
- Assist in Fund conversions and related work as needed including Setting up F/S and MRFP template with proper linkages
- Minimum of 2-3 years previous fund accounting experience
- Experience preparing financial statements under GAAP & IFRS is an asset
- Knowledge of Confluence, MPower & Investone would be an asset
10
IT Senior Analyst Financial Reporting Systems Resume Examples & Samples
- Lead Oracle Hyperion related projects under the guidance of the Senior Manager, Financial Reporting Systems, in line with global IT strategy
- Manage and support interfaces to / from Hyperion applications
- Work with RL Finance Business Partners in prioritizing projects, documenting design, implementation, and support
- Business process analysis, requirement gathering, functional design, testing, deployment, and go live support
- Support quarterly Sarbanes Oxley testing of applications and document changes for internal / external audits
- Assist in managing a group of consultants both onshore and offshore
- Other projects and tasks as directed by Senior Manager, Financial Reporting – Information Technology
- Knowledge of Financial Reporting, Metrics and key Finance performance indicators, is a plus
- At least 4 years’ experience in technical knowledge of Oracle Hyperion infrastructure and integration layers
- At least 4 years’ experience in ability to translate business requirements to technical solutions
- At least 3 years’ experience in SAP implementations, processes, integration
- Strong organizational skills and ability to work with an on-shore/off-shore team matrix
- Able to collaborate with clients, and have a strong desire to excel
- Good interpersonal skills
- Must be able to work independently as well as a team player and can manage own workload
- Able to Multi-task and work under tight deadlines
- Willing to travel (domestically and internationally)
11
Senior Analyst Financial Reporting & Planning Resume Examples & Samples
- Provides support to Senior Manager in the preparation of monthly RPS reports and, effective analysis of financial and non-financial results
- Obtaining/extracting data from a variety of sources including OBI / EGL and other data feeds facilitating the RPS month end reporting
- Reviewing data for reasonability and completeness; ensuring integrity of data by performing various cross-checks and balances to source data and other related reports
- Supporting the Senior Manager in the preparation of operating budgets and monthly analysis of operating expenses comparing actual versus forecast/plan for RPS business units
- Supporting the Senior Manager in the preparation of RPS dashboards and presentations for Senior Management with commentary and supporting documentation
- Supporting the Senior Manager in the development of financial models to report RPS financial performance i.e. balances, volumes, net interest margins, operating expenses and market share etc. using source data from the Bank's financial reporting systems and databases
- Review and validation of financial results prepared by CBF for RPS business units, and reconciliation of RPS reports with Canadian Banking Finance results (OBI/Bluebook) and Business Units’ dashboards
- Coordinate with the Group Compliance division for periodic compliance reporting involving RPS business units
- Provides support in the preparation of presentations for RPS Town hall and other engagements as needed
- Builds and maintains a financial community within RPS that helps support financial reporting within the Canadian Banking division
- Ensure that the department provides a high level of service to RPS business partners and helps to foster a strong relationship with RPS business partners through professional and timely communication
- Continually acquires and enhances knowledge of both the Bank’s and the Division’s business strategies and policies, risk management practices and methodologies, product offerings, financial markets, financial instruments, regulatory requirements to be able to prepare effective analysis for the Executive and Senior Management
- Provides support in the annual planning process involving balances, volumes, net interest margins, operating expenses, BCP (Business Case Pools) for Mini and Small projects and CEF (Capital Expenditure Forecast)
- Provides support to Senior Manager in the monthly BCP reporting and alignment with CBF records
- Extensive knowledge of the Bank’s financial reporting systems
- Good understanding of Retail products, organizational structures and delivery channels
- In-depth knowledge of the Bank’s planning & reporting processes
- Excellent interpersonal and communication skills, both written and verbal to deal with Executive and Senior Management effectively
- Extensive knowledge of Microsoft Excel, Powerpoint and Word
- Excellent analytical skills, for analyzing and interpreting financial information
12
Senior Analyst, Financial Reporting Resume Examples & Samples
- Assist in the preparation of Tribune Media Company’s periodic consolidated financial statements including the Company’s quarterly Form 10-Q and annual Form 10-K reports, by accumulating, preparing and analyzing supporting documentation
- Ensure that financial information is prepared timely, accurately and in accordance with generally accepted accounting principles and SEC reporting rules and regulations
- Perform research related to financial statement disclosures and accounting for other non-routine corporate transactions
- Assist in the maintenance of internal controls documentation related to corporate financial reporting and accounting to ensure compliance with the Sarbanes-Oxley Act
- Assist with various special projects which may include participation in analyzing, documenting and implementing new accounting standards, assistance in accounting for acquisitions and divestitures and continuous improvement efforts related to the monthly and quarterly close process
- Bachelor’s degree in accounting and a minimum of 4 years of relevant experience either in public accounting working with publicly-traded clients; or in a corporate financial reporting role for a publicly-traded company
- CPA or CPA candidate is strongly preferred
- Strong analytical skills with an attention to detail including the ability to accurately summarize large quantities of complex financial data into meaningful analyses and the ability to interpret and explain the data to non-financial individuals
- Motivated self-starter and team player with an ability to work independently with a sense of urgency
- Ability to think and act proactively to identify issues and drive them to resolution
- Excellent communication skills, both verbal and written, with the ability to effectively communicate across business units and with all levels of management
- Experience with Workday Financials is a plus
- Experience with XBRL and Web filings is a plus
- Advanced-level proficiency with Microsoft Excel and Word
13
Technical Analyst Financial Reporting Resume Examples & Samples
- Manage technical environments and run team to ensuring daily and monthly data loads are accurate
- Ensure critical regulatory reporting updates are applied, tested and fully available for reporting team’s usage
- Manages run team activities to ensure performance, reliability, security and recoverability of services meet expectations
- Engages and collaborates with business functional experts, project managers, infrastructure teams and other stakeholders to ensure delivery of new capabilities
- Leads team in establishing controls and ensuring documentation of change and incident management meet Synchrony standards
- Identify opportunities to automate and deliver data to finance driving business productivity
- Bachelor's degree with a minimum of 2 years of IT experience or in lieu of degree, High School Diploma/GED and 4 years of IT experience
- Minimum of 1 year of experience with Microsoft Business Intelligence Suite reporting applications
- Minimum of 1 year of experience with Windows server and IIS administration
- Minimum of 1 year of experience with Microsoft SQL server and SQL Server Integration Services
- Wolters Kluwer OneSumX application experience
- Hyperion Essbase developer experience
- Successful candidates should be motivated to learn and develop deep expertise across all of our financial reporting toolsets through on the job training (OneSumX, Essbase, HFM, OBIEE)
- Ability to understand and write basic .NET code
- Strong technical acumen and proven ability to learn quickly and apply creative problem solving to technical challenges
14
Analyst, Financial Reporting Resume Examples & Samples
- Reviews and maintains all roles and deadline for assigned relationships
- Provides timely responses to partner areas regarding client service level changes and statuses
- Running and creating formal reports
15
Business Analyst, Financial Reporting Resume Examples & Samples
- Perform less complex reporting and analysis resulting in recommendations for the business unit based on needs for major and minor process improvements
- Develop solutions for routine and more complex problems for the business unit. Identify and recommend changes to policies, procedures and business model with guidance from leader
- Perform a combination of complex and less complex reporting and analysis, which could involve creating reports from initiation to completion
- Support procedural changes and/or system solutions to assimilate new or enhanced products and services
- Research and resolve reporting issues related to new investment types and/or derivative instruments to ensure that financial reporting is accurate and compliant
- Develop and recommend solutions to ensure that financial reporting needs are met for new products or initiatives by researching and analyzing relevant reports
- Assist in researching and implementing financial reporting processes and procedures related to new regulatory guidance
- Bachelor’s degree—Accounting, finance or related
- At least 5-7 years of industry experience (public/private)
- Strong analytical, quantitative and problem solving skills
- Ability to communicate effectively on recommendations and analysis results, and establish and maintain strong relationships across the organization
- Understanding of relevant technical rules and disclosure requirements for affected products (GAAP, 1940 Act, Regulation S-X, N-1A, N-SAR, N-MFP, etc.)
- Experience with accounting systems and/or reporting systems (FundSuite, Invest One)
- Experience preparing financial statements
- Experience creating and implementing procedures and internal controls
- Highly organized. Ability to work independently and meet tight deadlines, highly motivated and self-directed
16
Analyst, Financial Reporting Resume Examples & Samples
- Traditional oral and written communication skills plus literacy with the MS Office to effectively interact with clients and partners
- Leadership, organizational skills and sound judgment are needed to multi-task
- Good analytical and problem solving skill
17
Analyst, Financial Reporting Resume Examples & Samples
- Reviews and maintains all roles and deadlines for assigned relationships
- Follows core procedures, checklists and client specific procedures on a daily and monthly basis
- Delivers a work product that requires less revision
18
Financial Analyst, Financial Reporting Resume Examples & Samples
- Communicate with other Line of Business partners on month-end closing schedule and data collection time line
- Prepare and post G/L journal entries during month-end closing process to ensure financial statements are prepared in accordance with Generally Accepted Accounting Principles
- Perform balance sheet account reconciliations
- Work with planning team to provide variance explanation of month/quarter/annual financial statement to executive leadership and corporate
- Assist any reports to meet external requirements, e.g. SASAC reporting, statutory reports and etc
- Provide day to day financial consultation and accounting support to other Line of Business partners
- Bachelor’s degree in Accounting/Finance
- Strong analytical and partnering skills
- Proficient with Microsoft Office and SAP or any similar accounting system
- Demonstrated strong communication and interpersonal skills
19
Senior Financial Analyst Financial Reporting Resume Examples & Samples
- Manage statutory audit requirements related to accounting audits and tax (KPMG &
- University Degree in Business or Finance. Completion of or enrolled in Accounting designation
- 2 – 3 years’ financial reporting experience with 4-5 years accounting experience
- Excellent Excel skills - including pivot tables and ability to work with large amounts of data efficiently
- Strong Microsoft Office Skills (Outlook, Word, PowerPoint), SAP an asset
- Knowledge of Financial Reporting packages
- Analytical and logical thinking skills, self-starter, and team player
- A proven ability to multi-task and work quickly in a demanding environment
- Accurate and strong attention to detail
20
Analyst, Financial Reporting Resume Examples & Samples
- Responsible for the accurate and timely processing of investment and non-investment related invoices including related commodity taxes
- Process and coordinate the recording of operating expenses for several foreign subsidiaries
- Ensure proper invoice processing from suppliers
- Monitor and reconcile intercompany accounts and transactions
- Ensure ongoing compliance with reporting requirements; resolve discrepancies
21
Senior Financial Analyst, Financial Reporting Resume Examples & Samples
- Participate in the preparation of consolidated financial statements
- Participate in the preparation of various financial analyses
- Participate in the preparation and review of various statutory financial statements
- Participate in various controlling activities for corporate division
- Participate in the preparation of various disclosures for external publication
- Answer requests for information from our business segments
- Respond to ad hoc requests from different stakeholders
- Participate in different optimization projects for financial processes
- Participate in various special projects
- Possess a minimum of five to eight (5-8) years of relevant professional experience, preferably within a multinational company or large-scale manufacturing company
- Possess a professional accounting designation (CPA)
- Have good knowledge of MS Office applications (Excel, PowerPoint and Word); knowledge of Hyperion consolidation software would be considered an asset
- Demonstrate a strong capacity to work with tight deadlines and under pressure in a complex environment
- Possess strong analytical skills and an excellent ability to simplify and communicate accounting information
- Possess strong team spirit
- Demonstrate leadership and flexibility; and
22
Senior Analyst, Financial Reporting Resume Examples & Samples
- Bachelor's degree in Accounting and CPA preferred
- 2 to 5 years big four public accounting experience preferred
- Preferred hands-on operational experience related to external reporting within a public company including preparation and /or review of required SEC filings such as the Form 10-K and Form 10-Q
- Preferred hands-on management reporting and financial planning and analysis-related experience at the corporate and/or operational level
- Experience working with internal controls over financial reporting/Sarbanes-Oxley related experience
- Proficiency with MS Office, knowledge of PeopleSoft preferred
- Ability to work with individuals at all levels within and outside the company
23
Financial Analyst / Financial Reporting Resume Examples & Samples
- Manages and analyzes monetary resources and affairs within an organization
- May also be responsible for conducting technical accounting research as needed
- Prepares and maintains supporting documentation for monthly, quarterly, and annual reports
- Updates and collects business unit reporting packages, helps prepare ad hoc financial reporting as necessary
24
Senior Analyst, Financial Reporting Resume Examples & Samples
- Works independently with issue research and resolution prior to escalation
- Knowledgeable of the core aspects of the job
- In-depth Client Accounting/Industry knowledge is required
25
Senior Analyst, Financial Reporting Resume Examples & Samples
- Oversee the production of monthly and quarterly operating results for Average Consolidated Balance Sheet this includes review of Post Closing Adjustments (PCA), analysis of intercompany and fluxes
- Review Monthly Average Return of Assets and Liabilities (L4) to Bank of Canada (BoC) and ensure the report is complete, accurate, timely and free of errors
- Provide BoC timely responses to queries
- Provide advice and guidance to business partners on a range of financial accounting issues relating to Averages
- Review the Stats Canada Return due on a calendar quarter
- Assist in the preparation of the quarter over quarter flux for Other Comprehensive Income (OCI)
- Review the TD Bank legal entity unconsolidated financial statement
- Preparation and review of selected financial disclosures including Remaining Contractual Maturity (RCM), Interest Foregone and Provisions
- Conduct regular, on-going evaluation of current processes and provide guidance and recommendations to enhance the team’s overall performance
- Identify accounting and operational issues and provide recommendations for resolution
- Compiling and tracking changes to the quarterly earnings release to shareholders, including MD&A and Financial Statements as part of the Multi-Way Reconciliation process
- Compiling and editing commentary in the MD&A and Financial Statements and Notes
- Review and editing of the quarterly Supplemental Financial Information package
- Maintaining all changes to the Annual and Quarterly Report MD&A, Financial Statements and Notes through to report publication and release. Assist with Bank’s external Annual and Quarterly Report design firm(s) as required
- Coordinating with various internal groups (such as taxation, legal, investor relations, corporate and public affairs, internal auditors, etc) and external groups (such as auditors, French translators, etc.) with regard to the Annual and Quarterly Reports, including resolution of technical accounting and regulatory reporting issues
- Obtaining all sign-offs for numbers, tables, notes and statements in the MD&A, Financial Statements and Supplemental Financial Information package
26
Analyst Financial Reporting Resume Examples & Samples
- Assist in preparing, referencing, and ensuring the accuracy of our quarterly and annual SEC filings
- Assist in coordination with external auditors on quarterly and year-end audits
- Assist in coordination of Statutory Audits for our UK, HK and French entities in their local GAAPs
- Assist in preparing internal financial reporting package
- Prepare monthly, quarterly, and annual census reports
- Ensure Sarbanes-Oxley internal control standards are adhered to
- Prepare ad-hoc analysis and reporting in response to management inquiries
- Degree in Accounting, CPA or CPA candidate strongly preferred
- 1 to 2 years of Big 4 Public Accounting experience
- Exposure to GAAP and SOX compliance requirements
- Demonstrated attention to detail and accuracy with ability to meet deadlines
- Excellent analytical abilities; ability to summarize data and analyze results
- Team player with proven organizational skills; ability to handle several projects concurrently
- Fluent in French a plus
27
Analyst, Financial Reporting Resume Examples & Samples
- Design and develop key financial analysis and performance metrics to ensure a solid understanding of monthly, quarterly and year-end variances necessary for internal and external reporting
- Generally requires 2-5 years related experience
- Strong analytical, written, communication and organizational skills
28
Analyst, Financial Reporting Resume Examples & Samples
- Minimum of three years financial management experience; hotel finance and accounting experience preferred
- Strong computer skills required. Proficiency in Hyperion, Sun System, SAP, or Peoplesoft preferred
- Advanced Excel skills preferred, including financial \ Data modeling, Visual Basic Programming (Macros), Statistical Analysis and Database Management
- Ability to organize large volumes of data to create a synthesized, meaningful analysis
- Adaptable to fast paced work environment with new and changing responsibilities
- Ability to manage multiple projects simultaneously and work independently; strong time management skills
- Self-starter with strong tendency toward pro-active process improvement
- Ability to work effectively independently and in a team environment
- Strong written and verbal communication with team members
- Strong financial acumen with proven analytical and problem solving skills. Ability to interpret operating and financial results, and effectively communicate financial information to non-financial people
- Strong communication skills. Ability to present analytical results in manner appropriate for senior management decision-making (both orally and in writing, in memos or presentation format)
29
Analyst Financial Reporting Resume Examples & Samples
- Accurately produces, maintains, and prepares for distribution fundamental reporting by agreed upon deadlines
- Provides color and additional detail behind fundamental reporting when necessary and communicates this in simple terms
- Coordinates changes and updates to fundamental reporting as needed
- Provides ad hoc reporting for management upon request
- Analyzes the ongoing profitability of all new businesses and/or programs entered into by the Company
30
Analyst Financial Reporting Resume Examples & Samples
- At least 3 years experience
- Strong knowledge of project systems, lifecycle and methodologies
- Knowledge of Financial Systems
- Ability to work effectively in an independent setting as well as part of a Virtual/Global team
- Responsive to a dynamic and constantly changing environment
- Strong technical skills in Excel. Access experience also preferred
31
Senior Analyst, Financial Reporting Resume Examples & Samples
- Assist in the preparation and filing of external financial reporting documents which include 10Qs, 10Ks, 8Ks and other required filings
- Assist in the debt compliance reporting process, including understanding of debt agreements and creating the necessary reporting from those agreements
- Assist in ensuring compliance with SEC and GAAP reporting requirements including evaluating the impact of recent and proposed pronouncements on financial reporting
- Assist with the research and preparation of stock-based compensation expense and earnings per share calculations
- Assist with special projects including system implementations, acquisitions, and technical accounting research as necessary
- Cross-train with other members of the financial reporting, technical Accounting, and corporate accounting teams
- Minimum 3+ years of relevant experience including Big 4 public accounting firm experience
- CPA certification a plus (or in the process of passing the CPA exam)
- Must be detail-oriented, have a proactive approach and the ability to work with cross-functional teams
- Must be able to prioritize tasks and effectively manage and meet critical deadlines
- Self-motivated, strong work ethic, desire to understand the business and accounting environments of PNMAC and able to work independently with minimal supervision
32
Analyst, Financial Reporting Resume Examples & Samples
- Timely submission of periodic financial reports to the SEC and/or state health plan regulators
- Periodic analysis of consolidated and individual health plan financial data
- 1-3 years in an Accounting or Finance position
33
Senior Analyst, Financial Reporting Resume Examples & Samples
- Analyze monthly/quarterly/annual consolidated and state health plan financial data, including fluctuation analysis
- Prepare monthly/quarterly/annual consolidated and individual health plan financial reports
- Respond to requests from auditors and state regulators
- Participate in special projects, including automation and other efforts, to streamline and improve reporting processes
- 3-5 years in accounting or finance position with progressively challenging experience
34
Analyst, Financial Reporting Resume Examples & Samples
- Prepare supporting schedules for financial statements
- Maintain documentation of quality control for all 8-Ks, 10-Qs, and 10-Ks
- Support the Managing Director of Financial Reporting in maintaining the Company’s financial reporting systems and policies
- Interface with external auditors for quarterly reviews and annual audit
- 3 - 5 years of work experience
- Discretion with sensitive materials
- Able to work under tight timelines and reprioritize work as needed
- Desire to work in a team environment
- Wdesk XBRL reporting experience
35
Analyst, Financial Reporting & Accounting Resume Examples & Samples
- Provide management, sub regional and country specific support
- Reference point for Nordic contribution to group financial statements and group management information
- Point of contact / support for tax (various returns VAT/CIT)
- Support Nordic external reporting, insurers association etc
- Ensure general expenses reporting
- Ensure T&E sampling audit
- Support employees with T&E and general finance related requests
- Implement cost effective financial processes
- Manage local accounting and tax archives
- Prepare local statuary financial statements and deal with local auditors
- Accounting education with experience for both international and the Nordic region
- Knowledge about the Nordic tax and finance culture
- Preferable with experience in the Insurance environment
- Excellent communication skills in English, both in writing and verbally
- Proven ability to collaborate across international teams
- Self-starter with the ability to multi-task, prioritize, organize and work effectively under pressure
- Self-motivated with a strong work ethic
36
Financial Analyst, Financial Reporting Resume Examples & Samples
- Prepares accurate financial schedules for internal management accountants and foreign currency rate schedules for inclusion in the Management Book and others on a monthly basis in accordance with the group timelines
- Compiles Management Book schedules obtained from various finance groups for completeness and produces correct index ensuring accurate order as prescribed
- Performs consolidation transfer on a monthly basis in accordance with corporate timelines
- Consolidates schedules for the monthly Non-Financial Metrics Book and publishes the book in accordance with the group timelines
- Publishes preliminary daily financial reports during month-end close period at the end of the business day. Ensures that all Journal Entries are posted before General Ledger close and perform Mass Allocation entries
- Maintains internal Chart of Accounts file and validates accounts on an ongoing basis
37
Senior Analyst, Financial Reporting Resume Examples & Samples
- Assist in the preparation of SEC reports including Form 8-K, Form 10-Q, Form 10-K, etc. including the compilation and organization of supporting documentation
- Create ongoing documentation for the Company’s XBRL
- Research and prepare technical summaries on new SEC Regulations and FASB Accounting Standards Updates
- Owning and managing miscellaneous Finance projects when necessary
- Bachelor’s Degree in Accounting and professional certification (CPA)
- 4 - 6 years of work experience
- Extensive experience in detail management related to reporting, policies, and analytics
- Able to think clearly and reach well founded conclusions and articulate ideas crisply and concisely
- Ability to manage multiple competing priorities
- Time-management skills
38
Senior Analyst, Financial Reporting Resume Examples & Samples
- Prepares Financial, Management and Ad Hoc reports and identifies potential opportunities for improvement to reports, reporting processes or formats
- Learns key business drivers and their effects on financial results
- Utilizes accounting reports, and ensures that monthly accounting/reporting close activities and variance analyses are adequately and properly prepared, and maintained in a timely manner
- Performs detail review of work submitted by other accounting or finance departments and provides functional advice and guidance
- Uses accounting concepts, experience, analytical skills and knowledge of industry to identify issues and work with Manager to develop creative and effective solutions
- Assists in the preparation of monthly reporting packages for IFRS (DT Group reporting requirements), and US GAAP/ SEC Reporting (T-Mobile USA and subsidiaries)
- Assists in the preparation of the monthly management reporting package for business and finance leaders
- Assists in the coordination of information for the annual audit and quarterly financial reviews
- Assists in the preparation, analysis and discussion of financial results as the SME on assigned deliverables and projects as directed by the accounting management
- Assists accounting management and the internal Accounting Policy Group to implement new accounting pronouncements and review reporting changes in accordance with these policies
- Assists in the preparation, analysis and discussion of information for Ad Hoc projects and assignments delegated by senior accounting management
- Assists in ensuring controls are in place and operating effectively in accordance with SOX and industry best practices
- Assists in the preparation, analysis and discussion of information for cross-functional and company-wide initiatives as directed by senior accounting management
- Assists in developing new system-related tools, policies, procedures, and to ensure accurate and efficient month-end close processes
- Works closely with Accounting Policy to implement new accounting pronouncements and reporting changes in accordance with company and parent company accounting policies
- 5+ years of accounting experience preferably within a large company accounting department
- Bachelor’s degree in Accounting or related field required
- Strong understanding of accounting theory, current accounting and reporting issues, and accounting systems, including knowledge of US GAAP and IFRS accounting standards
- Experience with the preparation and analysis of financial statements
- May specialize in various reporting functions such as IFRS, SEC Reporting, GAAP, Management or Ad Hoc reporting
- Demonstrates a general understanding of financial reporting processes and systems
- Experience in technical reporting and G/L structures, preferably within SAP environment
- Proficient in MS Office, Word and PowerPoint
- Works under close to moderate supervision
- Learns to use professional concepts; Applies company policies and procedures to resolve routine issues
- Follows standard practices and procedures in analyzing situations or reporting issues from which answers can be readily obtained
- Builds stable working relationships internally
- Consults with senior peers to learn through experience
- Excellent verbal and written communication skills and ability to communicate effectively to different levels within the organization
- Demonstrated strong problem solving abilities
- Ability to lead and execute projects with minimal guidance
- Ability to recommend and execute changes to processes with minimal guidance
- CPA or CA with public accounting / audit experience preferred
- Experience in wireless telecommunications or similar industry preferred
39
Senior Analyst, Financial Reporting Resume Examples & Samples
- Participate in the preparation of financial statements in concordance with Canadian and US GAAP basis
- Plan, analyze and participate in the preparation of a variety of financial reports, including financial analysis on a monthly, quarterly and yearly basis
- Assist with analysis and research related to the emergence of increasingly complex accounting standards
- Assist the team in the budget preparation and review process
- Work and collaborate on special projects if needed
- University degree in Accounting
- A professional designation (CA)
- Bilingualism essential
- At least 4 to 6 years of experience in a similar position
- Excellent knowledge of micro-computing, in particular mastery of the Excel software
- Knowledge of People Soft, life insurance or life reinsurance, an asset
- Knowledge of the life insurance or life reinsurance field, an asset
- Establishing priorities
- Ability to communicate with different levels of management
- Person who likes challenges
- Discretion in the processing of personal information
40
Senior Analyst, Financial Reporting Resume Examples & Samples
- Develop financial reporting tools to facilitate efficient and streamlined reporting. Advance use of tools such as OBIEE and other data visualization programs within the finance organization. Must be able to coalesce data from multiple sources including an Enterprise Data Warehouse and ESSBASE
- Recommended and execute changes to the underlying data structure, hierarchies, and metrics to drive better analytics
- Partner with the Finance teams to improve access to better, governed data and to help create efficiencies within their processes
- Drive consolidated and consistent MMS reporting to give a holistic view of the business
- Serve as backup to Hyperion Developer
- Familiarity with OBIEE (Oracle Business Intelligence Enterprise Edition)
- Familiarity with OBIEE (Oracle Business Intelligence Enterprise Edition) report development
- Financial background
- Essbase skills are nice to have
41
Analyst, Financial Reporting & Compliance Resume Examples & Samples
- Bachelor’s or advanced degree in Accounting
- A minimum of four years of progressively more-responsible accounting experience, with demonstrated experience in the areas of financial reporting and analysis
- Current CPA certification
- Healthcare industry experience
42
Liquidity Reporting Analyst Financial Reporting Resume Examples & Samples
- Perform Bank of the West and BancWest’s official results of various liquidity metrics related to U.S. and Euro regulatory and BNP Paribas’ internal reporting requirements
- Stay abreast of the continuous developments of regulations and BNPP’s requirements on Liquidity Management
- Produce liquidity metric forecasts during the Budget/Forecast cycles
- Prepare presentations to BNPP Group Finance and participate in meetings
- Adapt constant requirement updates on the liquidity models/system setups
- Bachelor’s degree in accounting, quantitative finance or related fields required, advanced degree preferred
- 5+ years of related work experiences within Treasury/ALM/Finance/FP&A in a financial institution
- Thorough knowledge of finance and accounting, with a strong understanding of Bank balance sheet line items, products, and financial statements – a must have
- Knowledge of banking regulations regarding liquidity management
- Excellent quantitative, analytical skills and problem-solving skills
- Ability to construct, utilize, and/or validate complex financial models
- Advanced skills in Microsoft Office Excel and proficient in Word and PowerPoint
- Ability to organize and manage multiple, changing priorities, and complete tasks under limited timeframe
- Knowledge of SQL is a plus
43
Senior Analyst, Financial Reporting Resume Examples & Samples
- Lead the preparation of the Forms 10-Q and 10-K for the Company’s quarterly SEC filings
- Interface with the auditors as necessary
- Prepare and review workpapers to support compliance with government and other regulators
- Coordinate collection of information from across the company for use in disclosures
- Assist with compilation and review of investor relations presentations
- Assist with disclosure-related U.S. GAAP and SEC research
- Continuously improve production process and disclosures
- Provide support for financial audits and Sarbanes-Oxley compliance
- Assist in monthly and quarterly variances analyses for management reporting. Conduct investigations of errors and variance analysis independently
- Respond to internal/external inquiries regarding financial data reported or filed
- Other projects and responsibilities may be added at the manager’s discretion
- Minimum 4-5 years’ experience in Accounting/Finance
- XBRL experience a plus (for review or outsourced tagging)
- Excellent verbal, written communication, presentation and facilitation skills
- Ability to communicate with employees at all levels of the organization
- Good understanding of US GAAP accounting principles
- Strong analytical skills, exceptional organization and time management skills, and ability to work autonomously required
- Strong multi-tasking skills and ability to adapt to change
- Strong work ethic and high degree of accuracy and integrity in work product
- A demonstrated commitment to high professional ethical standards and a diverse workplace
- Ability to adapt to a fast paced continually changing business and work environment while managing multiple priorities
- Strong desire to continuously learn, continuously improve and pursue open questions to a conclusion
- Workiva and Peoplesoft experience a plus
- Minimal travel may be required
- Work in clean, pleasant, and comfortable office setting
- May work longer hours during critical reporting periods
- The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
44
Senior Financial Analyst, Financial Reporting Resume Examples & Samples
- Active participation in the monthly and quarterly closing process
- Restructuring program(s) accounting and reporting (in conjunction with Otis FP&A); includes headcount reporting
- Prepare various quarterly financial statement analyses of consolidated financial statements required by UTC Controller’s department in support of UTC’s quarterly 10-Q/K filing
- Prepare various account analysis in support of internal and UTC requirements
- Assist in the collection of annual data required for UTC’s annual 10-K filing (E-collect, facilities reporting, etc.)
- Experience in Internal Audit or Public accounting is preferred
- Hyperion Financial Management (HFM) experience preferred
- Financial Data Management (FDM) experience preferred
- Ability to foster change and promote and implement improvement
45
Analyst, Financial Reporting Resume Examples & Samples
- Bachelor’s Degree in Business, Finance, Accounting or Information Systems
- 1 year experience with SmartView report writing required
- 1-2 years’ experience Financial Reporting
- Proven experience with Financial Report development
- Experience with Oracle Financial Reporting
- Proficiency in all components of Microsoft Office
- Excellent communication and collaboration skills
- 2 plus years Financial Reporting
- 2 plus years SmartView report writing
- Experience in PS/nVision or other G/L reporting tools
- Experience in a SEC reporting capacity
46
Analyst, Financial Reporting Resume Examples & Samples
- Manage execution of monthly accounting close procedures and deliverables primarily relating to capitalized software (journal entries, reconciliations, reports)
- Provide analysis on financial results (trends, performance metrics, benchmarks) regarding capitalized software
- Review and approve all capitalized software memos by working closely with Project and Development Managers
- Collaborate with Project and Development Managers to ensure compliance with corporate accounting policies, procedures and controls and provide support on special requests
- Support the General Ledger team in maintaining the Company’s capitalized software policies
- Provide ongoing training on capitalized software policies and processes to Project and Development Managers
- Maintain documentation of quality control for capitalized software and other areas
- Primary interface with external auditors for quarterly reviews and annual audit related to capitalized software
- Other miscellaneous projects as necessary
- Assist in the research and preparation of technical summaries on new SEC Regulations and FASB Accounting Standards Updates related to capitalized software
- 2 - 5 years of work experience
- Practical experience in corporate accounting or public accounting
- Capitalized software experience, able to implement best practices
47
Senior Analyst, Financial Reporting Resume Examples & Samples
- Bachelor’s Degree in Business, Finance, Accounting or related degree
- 2-3 years’ experience Financial Reporting
- Experience with Hyperion Financial Report Writer and Hyperion SmartView report writing
- Ability to function independently in a fast paced environment
- 3-5 years’ experience Financial Reporting
- Timeshare industry experience
- Experience with PeopleSoft general ledger
48
Analyst, Financial Reporting Resume Examples & Samples
- Extremely analytical which has been previously demonstrated in work products
- Must have an understanding of healthplan quality metrics, HCC coding and other CMS metric reporting
- Certified Excel Master
- SQL Ninja
- Master at navigating and building outward facing reports in Power B1, Tableu and other BI Tools for Senior Leadership
- Demonstrated Prior Healthcare Experience including understanding of
- Bachelor's Degree in Computer Science, Engineering, or Finance
- 1-3 years in an Financial Analysis or Finance Quality Reporting Health Care position
49
Analyst, Financial Reporting Resume Examples & Samples
- Works independently with issue research and resolution prior to escalation Utilizes knowledge of client needs and business operations to assist with special requests from clients or other partner areas
- Responsible for identifying and resolving problems within established guidelines Expected to use some initiative but refer more complex problems to supervisors/experts
- A College or University degree and/or some relevant work experience is preferred. Related industry qualification / or studying towards, is preferred
- Attention to detail is required
- Reasonable level of comfort with computers & managing large amounts of data is required
- Analytical and problem solving skills are required
50
Senior Analyst Financial Reporting Resume Examples & Samples
- Minimum of a Bachelor’s degree in Business Administration, Finance, or Accounting required, or an equivalent combination of education and/or experience
- The position requires a minimum of four years of previous accounting and finance
- Extensive experience with Windows-based software such as Microsoft Office, Access or similar databases, word processing, desktop publishing, and statistical and graphing applications is required
- Proven ability to use business knowledge and key working relationships to meet outcomes
- Proven ability to produce high quality, timely, and accurate results
- Knowledge of trends and developments in healthcare organizations, functions and processes
- Strong, focused written communication responsive to the needs of the customers
- Highly organized, thorough and detail oriented
- A practical common sense approach to creating tools which fit the unique needs of the customers and the circumstances
- Self-starting and independent in managing multiple projects and accountabilities
- Strong team player with the ability to work effectively with all levels of the organization, external regulatory bodies, and consultants in a credible and professional manner
- Solid understanding of pace, complexity and challenges of providing corporate support services for a multi-state organization
- Enjoyment of variety, fast pace, and flexible assignments to meet ongoing business needs
- Prefer experience in healthcare operations for an understanding of the nature of the work provided by the customers of system support services
- Prefer experience with Lawson accounting and Oracle Hyperion applications
51
Analyst, Financial Reporting Resume Examples & Samples
- Analyzes and documents complex data and business problems and provides recommendations based on research of performance analysis and business products for optimal business solutions
- Develops/runs queries to extract data/information from various applications and systems, including SAS and Essbase
- Manipulates data in Excel, SAS, Access and other software, identifying and researching trends/anomalies
- Conducts analysis under moderate supervision by qualitatively and/or quantitatively analyzing data/information, including exploratory data analysis, graphing, forecasting and modeling
- Based on analysis, develops reports, presentations and proposals for action and/or implementation plans and presents to manager/senior management to assist in decision making. Communicates findings with other departments as necessary
- Uses the information gathered to develop standard, repeatable and documented processes and reporting, utilizing macros where appropriate
- Performs special projects as requested
- Performs quality assurance checks/ peer reviews on the work of other team members/departments
- Advanced analytical/problem solving and research skills
- Effective communication skills for writing reports and making presentations
- Ability to work independently and as part of a group
- Knowledge of financial accounting, business practices and processes
- Knowledge of the appropriate tools and techniques to perform specific analyses; as normally obtained through a bachelor's degree in mathematics/statistics/related field (BS required, MS preferred)
- Proficiency with spreadsheets and database software, in particular Excel, SAS, and Access
- At least one year of relevant experience
