Assoc Analyst Resume Samples

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C Halvorson

Cecelia

Halvorson

414 Domingo Village

Los Angeles

+1 (555) 759 0845

414 Domingo Village

Los Angeles

Phone

p +1 (555) 759 0845

Experience Experience

San Francisco, CA

Assoc Analyst

San Francisco, CA

Raynor-Beahan

San Francisco, CA

Assoc Analyst

Executes and enhances process work supported by the HR Shared Services organization
Looks for trends in issues and makes recommendations for process improvements
Provide commentary for portfolio performance and attribution
Continually evaluates existing work processes and prospective processes work to ensure the most effective use of resources
Create and run standard reports and queries
Review portfolio performance, attribution and risk statistics by analyzing the accuracy and quality of the underlying data
Identify and resolve data issues of low to moderate complexity impacting performance, characteristics, attribution and risk reporting

Boston, MA

Proj Supp Assoc Analyst

Boston, MA

Hahn and Sons

Boston, MA

Proj Supp Assoc Analyst

Participating in work groups to develop new approaches to work, products and services
Utilizing feedback to maintain and/or improve performance level
Performing project work
Working with Xerox employees and third parties to resolve issues
Using databases to document issues and provide status updates
Performing data entry
Working under deadlines

present

Los Angeles, CA

Ben Admin Assoc Analyst

Los Angeles, CA

Heller Group

present

Los Angeles, CA

Ben Admin Assoc Analyst

present

Manages and develops relationships with clients/prospects and insurers to ensure delivery of effective and efficient service
Develops, implements, and improves benefits administration programs on behalf of clients
Provides administration advice and guidance to clients, and may manage small to medium sized clients
Works on problems of limited scope
Normally receives detailed instructions on all work
Provides advice on the effect of actual or anticipated changes in law, or employee benefit practice
Reviews benefit calculations performed by others within the team (which may involve the more complex plans or the most important clients of the firm)

Education Education

Bachelor’s Degree in Finance

Boston University

Bachelor’s Degree in Finance

Skills Skills

Knowledge of SQL or similar query language desirable
Strong knowledge of risk measures and risk statistics
Knowledge of SharePoint and the ability to create internal websites
Knowledge of source systems for data and ability to verify for accuracy
Knowledge of regulatory environment or experience in compliance or regulatory matters desirable
Ability to maintain updated knowledge of procedures, products and activities of assigned area
Strong attention to details
Ability to assess reasonableness and accuracy of data without heavy oversight will be important
Ability to exercise independent judgment consistent with department guidelines
Professional development growth opportunities through in-house classes and over 150 Web-based training courses

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Assoc Analyst Resume Examples & Samples

Bachelor's/Master’s degree in finance, math or other quantitative discipline
Prior investment performance, investment operations or fund accounting experience is viewed favorably
Knowledge of statistical calculations
Knowledge of proper English usage, grammar, spelling and vocabulary

Assoc Analyst Resume Examples & Samples

0 – 2 years relevant work experience in the Mutual Fund/Financial Services Industry
Access: Basic
Excel: Basic/Intermediate

Assoc Analyst, Brokerage Ops Resume Examples & Samples

Various account maintenance processing/updates
Responsible for clearly communicating requirements to open, fund and maintain a TIAA-CREF brokerage/managed account
Ability to follow-up on items requiring additional information in a timely manner
Complete responsibilities within established time standards and at established productivity levels
Must understand the various brokerage products and features offered by TIAA-CREF and communicate them to various internal and external clients
Ability to recognize that operational changes may have an impact on a managed portfolio and take appropriate steps to ensure client's portfolio is not negatively impacted
Solid understanding of regulatory/compliance policies associated with brokerage business (FINRA and SEC)
Ability to understand financial impacts associated with operational and trading responsibilities
Initiate Incoming Account Transfers

Assoc Analyst Resume Examples & Samples

First point of contact to handle inquiries from employees, managers and HR professionals
Promptly escalate issues appropriately to Payroll, IT and other areas of HR
Accurately maintain employee records including on-boarding, off-boarding, employee personal and employment data, mass data changes and employment adjustments and exit data
Process Purchase Orders
Schedule and coordinate HR events for staffing, training, etc
Tasked with problem analysis and resolution
Provide suggestions and/or recommendations for changes to applicable processes or tools as recognized from functioning in the role on a daily basis
Executes and enhances process work supported by the HR Shared Services organization
Partners with other HR departments to promote team alignment
Works with HR process owners and HR Business Partners to support new services
Audits and updates HR data, systems and vendors
Updates and improves the knowledge repository to enable team to take ownership of a higher percentage of inbound inquiries. Actively identifies opportunities for educating team
Continually evaluates existing work processes and prospective processes work to ensure the most effective use of resources
Looks for trends in issues and makes recommendations for process improvements
Update and maintain HR websites and SharePoint for one or more departments
Maybe asked to do simple reporting and should be able to pull data from the system and collate /format data in a report as and when required
Scan, store and retrieve employee work documents
Maintains confidentiality as it pertains to all Human Resource and Payroll information
Adheres to the Code of Conduct and Mission and Value statement of the company
Provides prompt, courteous and accurate customer support in resolution of human resource transactions
Have a fairly good understanding of Service Level agreements (SLA), assignments & escalations
Have the ability to analyze trends of commonly asked questions and issues and work with the team lead/analyst to provide suggestions to improving process
Strong communication, organizational and customer service skills
High confidentiality and integrity
Proven ability to work successfully in a fast-paced environment while maintaining good relationships with co-workers and supervisors
Ability to work on multiple systems at any given time

Assoc Analyst Quality Measurement Resume Examples & Samples

Ease and simplicity of client interactions
Ensuring accurate and consistent information delivered to clients
How the experience feels to the client
How the organization can improve (from the client’s point of view)
Bachelor’s degree in Business, Economics, Finance, or similar
Should have 1+ years of experience in performance measurement or similar background
Basic knowledge of analytics and client service
Must have strong analytical abilities
Ability to perform quantitative and qualitative analysis
Some quality management or call center experience is a plus
Should have proven Excel modeling and data mining skills
Be creative, organized, and a strong team player

Senior Assoc Analyst, Multi Resume Examples & Samples

CFA or CIM® designation is required, with CAIA and/or FRM designation preferred
University Degree required, preferably BComm/BS/BA in Finance, Economics or related fields
Advanced knowledge of MS Office applications (Excel, Powerpoint, Word), experience with macros/VBA a plus. Knowledge of returns based, positions based, risk analysis, and optimization software preferred
Helps ensure client satisfaction by working with service teams, coordinating resources to ensure timely delivery of reports, issue resolution, and research inquiries into other investment products offered by Northern Trust and externally
Assists in new product development and marketing. Helps to identify new investment ideas or opportunities. Participates in sales and marketing presentations
Provides senior management with statistical and market data, such as market outlooks and investment graphs, for use in creating marketing booklets and other materials for Northern Trust clients. Oversees distribution of reports
Display high level of teamwork toward achieving Northern Trust’s goals. Maintains a positive influence in the group. Proactively advises Northern Trust partners of issues that may affect client/prospects. Trains junior staff members as needed
Work with Legal and Compliance to help ensure compliance with all aspects of the client relationship, investment process, and reporting
Minimum four years industry related experience, preferable in the Manager of Managers business
Experience in both strategic & tactical asset allocation and risk management
Strong analytical skills and ability to provide investment recommendations based on qualitative and quantitative information
Experience in relationship management and investment objective discussions with a heavy emphasis on investment counseling
Excellent presentation skills, ability to make economic and investment presentations both one on one and in seminar situations

Proj Supp Assoc Analyst Resume Examples & Samples

Experience in a customer-service focused environment is a plus
Organizational skills and time management skills with the ability to handle multiple tasks simultaneously
Ability to remain poised, patient, empathetic, tactful and composed while handling plan participants
Strong math aptitude, judgment and decision making skills
Typing letters and correspondence in Microsoft Word with no direction
Creating and manipulating Microsoft Excel spreadsheets
Completing mail merges between Microsoft Word, Excel, and Access without any instruction
Copying, filing, and faxing correspondence
Performing data entry
Contacting third parties to resolve participant issues (e.g. eligibility, stop payment/reissue)
Reviewing and understanding Summary Plan Descriptions and Plan Documents
Determining benefit eligibility
Reviewing incoming forms for completion and accuracy; taking appropriate corrective action
Processing pension calculations
Processing defined benefit payments for retirees and beneficiaries
Accurately processing participant events and transactions
Creating, updating and closing cases in the clarify system
Utilizing feedback to maintain and/or improve performance level
Performing project work
Reviewing edit reports; taking corrective action when necessary
Identifying, researching and resolving data discrepancies
Using databases to document issues and provide status updates
Reconciling pension payments
Reviewing functional and technical specifications
Developing and maintaining checklists, procedures and plan documentation
Verifying accuracy of participant events and transactions
Quality reviewing work prior to peer review
Adhering to standard time reporting practices (e.g. timesheets, billing code use)
Participating in work groups to develop new approaches to work, products and services
Working under deadlines
Working with Xerox employees and third parties to resolve issues
Internet
MS Word – Required
MS Excel– Required
Access database

Assoc Analyst Resume Examples & Samples

Undergraduate degree required, preferably with emphasis on finance, investments, accounting or economics
Master’s degree in areas cited above desirable
1-2 years’ work experience in industry desirable, particularly if in the areas of compliance or regulatory work
Candidate or charter holder for CAIA desirable
Strong knowledge of risk measures and risk statistics
Ability to push Excel for analytical purposes (pivot tables, embedded queries, conditional formatting, charting, working with data series, dealing with logical functions (IF statements and the like)
Knowledge of SQL or similar query language desirable
Knowledge of SharePoint and the ability to create internal websites
Knowledge of regulatory environment or experience in compliance or regulatory matters desirable
Individual should be a self-starter and be willing to speak up about enhancement ideas
Ability to assess reasonableness and accuracy of data without heavy oversight will be important
Life insurance for protection of employees’ families

Assoc Analyst Resume Examples & Samples

1 – 2 years relevant work experience in the Mutual Fund/Financial Services Industry
Advanced knowledge of Microsoft Excel and VBA
Strong programming knowledge in atleast 2 languages viz.. C, C++, C#, .Net, Java etc
Knowledge of database functionality including SQL, Access etc

Proj Supp Assoc Analyst Resume Examples & Samples

Excel- Required
MS access
Outlook: Preferred/intermediate
PASS/AIS: preferred, advanced

Assoc Analyst, FIU Resume Examples & Samples

Program Governance
Minimum of 1-2 years of experience in a financial institution compliance function, preferably a broker-dealer BSA/AML/OFAC role
Strong analytical skills, problem solving, critical thinking and decision making skills
Proven ability to build strong partnerships with colleagues, desire to learn quickly, and possess the flexibility to adapt to an evolving environment

SC Capabilities Assoc Analyst Resume Examples & Samples

Assist in the development of Business Acquisition Models (BAM) with the Food Service Teams
Manage Equipment Inventory at the HUB level, including providing specific targets for Minimum and Maximum Inventory levels
Sourcing Model Analysis, Supply Chain Modeling, Production Planning through the C.A.I.M. Tool
Management/development of Annual Capital Budget ($20MM)
Ensure National Standard Levels of Internal Control for the entire MEM network with regard to Fixed Asset Accounting, Sarbanes Oxley, Global Control Standards
Support in Development of AOP
Equipment Activation and Asset Redeployment
Inventory Control
Capital Deployment & Fixed Asset
APS Purchasing for Ice Equipment (SHARED) - SAP Purchasing for Funded/Receivable Equipment
Oversees Equipment Matrix - Updates and Changes
Build an Annual Operating Plan $20MM in Capital Spending on Equipment
Lead Customer Service for National Accounts Manage Capital to Plan Levels for all initiatives
Achieve targeted Capital savings - @$2.5MM
Ensure lead times are met
Improve Delivery Productivity Improve Delivery Service - EMOS >90%
Accountable for driving profitable placement decisions for PepsiCo
Reduce Waste (OOD) Least landed cost scenario planning to support Capital agenda
Presentation Development (PowerPoint/ Excel/Word)
Expert in Horizons/CETS/ BO/Oracle/EDGE/ERT/CAIM/APS/SAP
Supplier/SSM Industry Manager Relationship Development
Responsible for developing and communicating forecast to all BU's and SSM/suppliers
Align with Finance/FA/ Fin OPs on equipment financial targets
3-5 years of MU/BU leadership experience
Strong Financial literacy
Knowledge of our computer & reporting systems
Influence leadership to key stakeholders within PBC Sales & Operations

Insight & Analytics Assoc Analyst Resume Examples & Samples

Stays informed about clients’ industries including their technologies, products, target markets and competitors
Demonstrate interest in and possess basic knowledge of client’s business, including financials, industry, competitive landscape, marketing channels and strategic direction
Possess understanding of analytic planning and apply logical flow and hierarchy in collecting and tracking digital data
S. or B.A. in Business Administration, Analytics, Information Sciences, Economics, Psychology, Library Sciences or related field preferred
1-3 years of professional experience in market research, media research, communications measurement, analytics, library science, journalism or related fields preferred
Knowledgeable in Microsoft Office applications, such as Excel and PowerPoint and other information gathering databases such as Factiva, Radian6 etc
A strong listener with good communication skills, ability to interface with clients and meet audience needs

Acctg Ops Assoc Analyst Resume Examples & Samples

2+ Years of experience in Accounting or Finance function
Expertise in Microsoft
Ability to work and set priorities independently
Results oriented, able to complete assignments in a timely manner

Acctg Ops Assoc Analyst Resume Examples & Samples

Bachelor's Degree in Accounting, CPA a plus
Experience in using enterprise financial systems, SAP preferred
Strong working knowledge of the Microsoft office suite. Advanced MS Excel knowledge, i.e., use of VLOOKUP, logical statements, use of pivot tables
Able to work well in a team environment across functions

Assoc Analyst Ecomm Analytics Resume Examples & Samples

Demonstrate a solid understanding of direct marketing, relational/database marketing programming, circulation and related techniques, strategies and tools
Build and execute using in-house database extraction tools (e.g. SAS-MA, Toad, SAS, MS-Access, etc.) customer/prospect circulation lists for offline, telesales and email marketing campaigns
Possess a solid understanding of campaign management reporting (CRM) tools and techniques
Work in conjunction with the Manager of Production & Operations and other Marketing Managers on circulation strategies and reporting to drive new customer acquisitions and overall customer revenue and greater share of wallet
Assist in the management and optimization of our external vendors. ( e.g. computer service bureaus, list brokers, analytical modeling consultancies, ESPs, printers and mail houses, etc.)
Develop, champion and drive targeting and marketing strategies that will improve vehicle performance and customer performance metrics
Perform adhoc analytical reports and special projects as requested by management and the Business
Accurately, consistently, and in a timely manner document campaign circulation strategy and business rules so that there is complete program transparency available to all relevant stakeholders
Develop and maintain reporting schedules, calendars and results histories
Continually look for and produce efficiencies and process improvements that will support the goals of the Business
3+ years of experience in campaign management, programming, circulation, direct marketing, analytics or database marketing related positions
Experience with database campaign management tools like: SAS, SPSS, Unica, SAS-MA, Epiphany, Alterian
Effective and confident communication/presentation skills, along with the ability to drive the discussion at key meetings

Assoc Analyst Resume Examples & Samples

Prepare audit workpapers/files that are accurate, complete, and consistent with auditing standards and record retention requirements
Identify operational deficiencies or inconsistencies with the Company's goals and objectives
Assist formulating recommendations for corrective actions which are consistent with the audit findings, internal control considerations and are cost beneficial
7 Assist with the closing of audits and drafting reports to senior management which summarizes all audit findings
Perform special projects at the request of management

Acctg Ops Assoc Analyst Resume Examples & Samples

Bachelor's degree in Accounting and CPA preferred
3+ years of Accounting and Control experience
Strong leadership skills and ability to drive results cross functionally
Well Organize and ability to Multi-task
Experience with SAP, Oracle, Excel, Essbase, HFM

Acctg Ops Assoc Analyst Resume Examples & Samples

End to end ownership of Complex Trade Spend Account Portfolio
End to end ownership of Forecast vs. Actual review process with a focus on the financial results
Ensure accruals are established and advances are recorded using the accounting policy threshold to determine accounting treatment
Review/audit customer accounts/set up for timely communication of risk and opportunities to Senior Management
Identify and implement improvement in controls and process efficiency
Provide high level analytical support to Sales, Finance and other business partners
Independent ownership of all analytics
Bachelor's degree in Accounting with 3+ years of related experience
Ability to independently identify critical issues and provide solutions
Ability to function effectively in a team environment
Innovative & "Out of the Box" thinking
High level of enthusiasm

SC Cust Mgmt Assoc Analyst Resume Examples & Samples

A college degree (BS or BA) or 3-5 years experience in Logistics, Customer Service, Finance, Inventory Management or other related fields
RSi and/or VMI experience strongly preferred
Highly motivated, innovative, and able to respond to the challenges of changing customer needs
A team player who can work independently with minimal supervision as required
Strong leadership and interpersonal skills with ability to motivate, influence and delegate
Analytical, strategic thinker with a continuous improvement mindset
Strong to expert reporting and analysis skills- Proficient with current internal base reporting and analytical tools
Strong problem solving, issue resolution, influencing and prioritization skills
Strong verbal and written communication, collaboration and networking skills
Strong to Advanced MS Office skills (Excel, Word, Outlook, internal web-based tools)

Assoc Analyst, Provider Config Resume Examples & Samples

Receives information from outside party(ies) for update of information in computer system(s). Analyzes by applying knowledge and experience to ensure appropriate information has been provided
Maintains department standard for loading of provider demographic data with affiliation and contract assignment
Load and maintain provider information into computer system(s) with attention to detail and accuracy in a timely manner to meet department standards of turnaround time and quality
Audit loaded provider records for quality and financial accuracy and provide documented feedback
Ensure that provider information is loaded accurately to allow for proper claims processing, outbound reporting and directory processes
0-3 years

Assoc Analyst, Provider Config Resume Examples & Samples

Assists in configuration issues and loading of provider information ,as needed
Assists in training current staff and new hires as necessary
Generates and distributes Network Related Compliance/Regulatory/Accreditation reports

Ben Admin Assoc Analyst Resume Examples & Samples

Provides advice on the effect of actual or anticipated changes in law, or employee benefit practice
Works on problems of limited scope
Follows standard practices and procedures in analyzing situations or data from which answers can be readily obtained
1 year experience
MS Excel, MS Word, MS Project, SQL, Internet
Escalation management with superior problem-solving communication skills
Superior written communication and problem-solving skills
Mult-tasking is a must

Assoc Analyst, FA Resume Examples & Samples

Identify opportunities to deliver step-changes in supply chain performance through configuration, parameter adjustment, or based on innovative mathematical analysis
Research, evaluate and roll-out software, tools or process improvements
Track the realized savings and impacts, and communicate results with senior leaders
A few years of professional experience in quantitative analytics or business intelligence
Degree in engineering, operations research, mathematics, statistics, or other quantitative areas such as computer science or physics. Master’s level degree or higher preferred
Deep knowledge of SQL. Mathematical, analytical, and data-driven decision making skills
Experience with statistical analysis tools (such as R), root cause analysis, process design and control
Excellent written and verbal communication skills. Ability to simplify complex topics for broad audiences. The role requires effective communication with colleagues from computer science, operations research and business backgrounds
A track record of problem solving and creativity in finding/designing new solutions and innovative methods, using software systems and the desire to create and build new processes
Experience with scripting languages (Python, Perl, or Ruby) and UNIX
Experience working effectively with software engineering teams. Technical aptitude and familiarity with the design and use of software systems
Familiarity with supply chain management concepts - forecasting, planning, optimization, logistics - gained through work experience or graduate level education
Familiarity with statistical concepts and advanced statistical techniques - distributions, confidence intervals, time series analysis, regression models, clustering, machine learning
Familiarity with Big Data concepts and platforms (Hadoop, Mahout, etc.)

Assoc Analyst, Configuration Resume Examples & Samples

Prepares configuration and data management documentation based on program requirements
Assists in the development and implementation of computer based configuration/data management systems and related support
Security + required
Direct the implementation of various AFIN ITSM processes to include change management, release and deployment management, configuration management, asset management, problem management and change/incident resolution management. Create and manage baseline libraries to ensure rigid control of responsible systems, procedures, and checklists. Manage operational requirements working with the assigned program office to ensure requirement is fielded as intended. Develop after action reports and technical reports to document process and actions taken. Perform periodic and scheduled audits of the baselines to verify and document their accuracy. Must possess a current DoD 8570 certification, level will be based on work center assignment. OEM/Industry certifications will be required per contract requirement
0-2 years of related configuration management experience

Assoc Analyst Resume Examples & Samples

On-Boarding
Bachelor’s degree in business or finance; other degrees will be considered
2 - 5 years of experience in the financial services industry, preferably in operations
Past exposure to account opening, advisor transitions and/or data conversions is preferred
Strong customer focus, excellent verbal and written communication skills, a strong work ethic, and extremely organized
Interest in being involved in projects in a singular or team environment
Proficiency in Microsoft Office products, specifically Excel and Word
Ability to handle multiple projects, software and tasks at any given time with minimal supervision
Must positively adjust to rapidly changing environment
Project coordination experience is a plus

Client Srvc Assoc Analyst Resume Examples & Samples

Execute and own complex research initiatives and the analysis and resolution of technical issues, resulting from operational control breakdowns, legislative changes, or system outages
Develop working relationships with client, third party vendors and /or ancillary service providers and other internal parties to ensure seamless delivery on specific tasks, special projects and/or participant issues
Understand and mitigate risk; escalate high risk, complex or problematic issues to Management
Manage complex projects and work requests with consistent accuracy and completeness

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