Capture Analyst Resume Samples
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Capture Analyst Resume Samples
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AS
A Smith
Adrienne
Smith
8036 Ebert Creek
Los Angeles
CA
+1 (555) 737 9719
8036 Ebert Creek
Los Angeles
CA
Phone
p
+1 (555) 737 9719
Experience
Experience
Dallas, TX
Capture Analyst
Dallas, TX
Mueller, Terry and White
Dallas, TX
Capture Analyst
- Analyze RFP/PWS and assist the Capture Manager in the development of the capture plan
- Interview candidates and make recommendations for both key personnel and personnel to support work force positions
- Opportunity information gathering and tracking for the management team
- Bid Pricing Analytics and Pricing Volume Management for Bid responses
- Develop staffing plan to support RFP/PWS
- Support Capture Manager in the writing of the technical response to the RFP/PWS
- Bids & proposal resource planning
Philadelphia, PA
Caip Event Capture Analyst
Philadelphia, PA
Beier-Berge
Philadelphia, PA
Caip Event Capture Analyst
- Work in a team environment
- Interaction with operations and processing staffs globally
- Sharing best practices with team members globally
- Validating various events for accuracy and completeness
- Validating daily output from offshore processes
- Overall continuous clean-up of internal systems, including Epic, NnR, and KAE
- Updating and maintaining various spreadsheets for daily use
present
Detroit, MI
Transaction Capture Senior Analyst
Detroit, MI
Crist, Tromp and Hackett
present
Detroit, MI
Transaction Capture Senior Analyst
present
- Developing the governance framework for Commodities initiatives alongside Middle Office management and Technology
- Individual will be working closely with global trading, sales desk and clients to provide accurate and timely confirmations for credit
- Participate in the enhancement and maintain internal systems and workflow management
- Perform root cause analysis and process improve current trade front to back flow in order to achieve economies of scale
- Mentor/develop junior employees on the fundamentals of project management
- Provide timely and accurate resolutions for all investigations from trading/Sales, compliance and management
- Responsible for working closely with the Front Office to improve processes and STP
Education
Education
Bachelor’s Degree in Tact
Bachelor’s Degree in Tact
Johnson & Wales University
Bachelor’s Degree in Tact
Skills
Skills
- Good PC skills essential to quickly learn the variety of in-house trading and related systems
- Ability to quickly gain a full understanding of products and proprietary systems, internal policies and limitations of support groups
- Strong communication skills (articulate and literate), able to liase with internal & external customers at all levels
- Strong Microsoft Excel knowledge is essential
- Excellent planning and organizational skills
- Ability to demonstrate initiative to apply understanding and anticipate & proactively address areas of concern
- Enthusiastic self motivated individual who is able to work with CVA front office and Middle Office SME
- Attention to detail
- Strong control and risk awareness background critical
- Ability to work under pressure essential
6 Capture Analyst resume templates
Read our complete resume writing guides
1
Caip Event Capture Analyst Resume Examples & Samples
- The ability to handle problem solving
- Work in a team environment
- Good oral and communication skills
- Organization skills a must
- Knowledge of Microsoft Office suite (Word, Excel) mandatory
- Ability to understand the Corporate Action booking flows
- Candidate must be accurate and a fast worker, with good attention to detail
- Good front to back knowledge of equity flows and systems
- Good market knowledge of North American region
2
Transaction Capture Senior Analyst Resume Examples & Samples
- Experience in a related operations or front office facing role is an advantage but not necessary
- Basic derivative product knowledge and basic awareness of rtrading risk, quantitative analysis and data preperation.Qualifications
- Ability to quickly gain a full understanding of products and proprietary systems, internal policies and limitations of support groups
- Strong quantitative and metric skills with advanced Microsoft Office knowledge needed
- Database experience required. Excellent planning and organisational skills
3
Transaction Capture Senior Analyst Resume Examples & Samples
- Responsible for working closely with the Front Office to improve processes and STP
- Responsible for managing relationship between Front Office and Operations and acting as a point of escalation to resolve any issues
- Monitoring of MIS to understand trending of issues and how to appropriately remediate
- Working with support teams across MO in EMEA and other regions to understand how processes should best be supported
- Oversight and point on escalation for outsourced Middle Office processes
- Ad hoc projects for management
4
O&t-transaction Capture Senior Analyst Resume Examples & Samples
- Good grasp of Fixed Income/OTC/FX products with exposure to clearing and settlement
- Experience in Markitwire
- Able to liaise with internal and external customers at all levels
5
Transaction Capture Senior Analyst Resume Examples & Samples
- Managing key internal stakeholder relationships and communications
- Projects related to the closure of any control gaps identified by the business
- Enhancements to the current infrastructure for trade capture and confirm generation
- Ensuring compliance with various regulatory initiatives related to the business
- Mentor/develop junior employees on the fundamentals of project management
- Solid financial acumen and financial analysis and diagnosis skills
- Very strong analytical and problem-solving skill
- Experience with developing communication plans and familiarity with change management plans
- Ability to operate independently
- Proficient with MS Office, PowerPoint, Visio, and associated PM tools; knowledge of Project Management
- Strong background in the Capital Market product space (prior knowledge of working with downstream systems a certain benefit)
6
Transaction Capture Senior Analyst Resume Examples & Samples
- Responsibilities include – Trade capture, position reconciliation, exception management and ad-hoc queries and investigations from trading, compliance and management
- Canadidate should have a BA/BS degree in a related field
- Strong Communicator (articulate and literate)
7
Transaction Capture Senior Analyst Resume Examples & Samples
- Experience in re-engineering
- Candidate should possess excellent communication skills, managing Senior internal and external relationships
- Should be a motivated self-starter
- Able to juggle several tasks at once and understand how to prioritize requests
- Have the desire to improve processes
8
Transaction Capture Senior Analyst Resume Examples & Samples
- Serve as deputy for the Transaction Capture Manager
- Maintaining, developing and improving current processes & procedures and
- Review daily reports targeting patterns of exceptions
- Support testing and implementation of IT projects, including system upgrades
- Adhere to all departmental policies, client requirements, and compliance guidelines
- Supporting the desk through system enhancements and regulatory Reporting
- Allocating FX cash trades
- Processing NDF Fixings
- Processing NPV’s
- Liaising with Operation and FX Support to resolve discrepancies
- Training and mentoring Team members on both Sales assistant and Trading Associates teams
- Provide timely and accurate resolutions for all investigations from trading/Sales, compliance and management
- Produce behavioral metrics and details for Monthly Reg Governance call
- Previous experience in Middle Office/Operations facing role is desirable
- Strong control and Risk Awareness background critical
- Reliability, accuracy and attention to detail
- Able to facilitate multifaceted solutions for the benefit of all interested parties
- Exposure to E-Commerce products/solutions as well as other product areas of the Bank
- Customer Service Skills
- Proficiency in Microsoft Office (excel, word, PowerPoint)
9
Transaction Capture Senior Analyst Resume Examples & Samples
- Face off to key stakeholders such Delta 1 Trading desk, financial control and settlements by supporting all BAU functions and ad hoc requests
- Experience in movement of functions between teams in different locations
- Strong communicator (articulate and literate)
10
Capture Excellence Analyst Resume Examples & Samples
- 3 years Engineering/BD experience or 1 year of relevant experience associated with capture planning and coordination involving critical reviews to ensure compliance and value for achieving a business win, or proposal development that ensured incorporation of value themes and proper structure of proposals to align with Customer RFP/Solicitations, or strategy definition & implementation such as development of a Value Proposition / Value Delivery System
- Understanding and experience with the capture process
- Demonstrated ability to build consensus and work successfully in groups
- Must be willing to travel and work away from home for extended periods of time and with short notice
- Must be able to work varying schedule as driven by capture/proposal demands (e.g. overtime hours on nights and weekends as necessary)
- Strong communication (especially written), presentation, and team building skills
- Active Secret security clearance and ability to obtain/maintain a TS/SCI w/poly CI
- U.S. Citizenship
- 3 years of capture and/or proposal development experience
- Understanding of how the Capture Process contributes to achieving business wins and the company’s strategic goals
- Ability to perform analyses and articulate constructive recommendations for improvement of proposal development and strategic messaging
- Demonstrated business and organization understanding that enables successful cross-function, cross-organizational coordination to achieve capture objectives
- Capture management CM101 course completed
11
Transaction Capture Senior Analyst Resume Examples & Samples
- Be a central point of contact for all Regulatory related questions raised by business
- Play a key role in regulatory testing, action plans, processes and procedures
- Liaise with industry Working Groups, internal project teams and Technology teams
- Ensure all Regulatory requirements are met and complied with daily
- Liaise with Global Compliance and Legal teams, ensuring that Credit is compliant
- Monitor daily Regulatory activity
- Maintain strong working relationships and liaise with internal and external counterparts including clients, sales, trading and operations
- Participate in the enhancement and maintain internal systems and workflow management
- Track and monitor new regulatory requirement
- Perform Credit Flow middle office daily tasks
- Strong communicator, able to liaise confidently with internal & external customers and confidently discuss/explain process flows and market practice with desk
- Can work effectively in a pressurised trading floor environment
- Experience working with Fixed Income products, preferably in a Middle Office, Operations, or Product Control capacity
12
Remote Deposit Capture Analyst Resume Examples & Samples
- Provides support to all assigned areas of the department where service or assistance is needed
- Conducts analysis of RDC via computer terminal programs and/or various reports to verify transactions, track trends, usage and reporting
- Performs daily review of new RDC customers, large deposited items, and payee matching and completing follow-through of documentation with internal staff for identified exceptions
- Handles exception monitoring queues for over limit deposits for bank review and obtain necessary approvals from relationship managers with appropriate deposit limits
- Maintains accurate database of RDC customers for report tracking
- Assists in special projects and tasks for the department of a diverse nature under the direction of the RDC Operational Supervisor
- Performs lead support duties including reviewing work for accuracy and completeness, assisting others in resolving problems, and training others in department support operations
- Associate’s degree (AA) or equivalent from a two (2) year college or technical school preferred; or High School Diploma or equivalent education from a technical or trade school; and three (3) or more years related experience and/or training; or the equivalent combination of education and experience
13
Transaction Capture Senior Analyst Resume Examples & Samples
- Monitoring and resolving daily exceptions to ensure Citi's position and risk are correctly captured at the time of execution
- Investigating confirmation and settlement issues, trade maintenance and reconciliation of daily trading activities
- Maintaining, developing and improving current processes & procedures
- Reviewing daily control reports targeting patterns of exceptions
- Supporting the desk through system enhancements and regulatory or compliance queries
- Individual will be working closely with global trading, sales desk and clients to provide accurate and timely confirmations for credit
- Liaise between Operations and Technology in order to enhance system processes and accuracy of data
- Focus on Regulatory Initiatives (both current and future) in regards to confirmation matching
- Develop an understanding of key legislation impacting over-the-counter derivatives
- Participate in projects relating to front to back office system issues
- Strong communicator, able to liaise confidently with internal and external customers and confidently discuss/explain process flows and market practice with desk
- Excellent organisational and prioritisation skills
- Ability to develop and maintain relationship with stakeholders of all levels from business units and operational groups
14
Transaction Capture Senior Analyst Resume Examples & Samples
- Manage high volume DCM and ECM final settlement close-outs
- Process fed funds, wire reclaims and SPS payments
- Ensure that the CGMI is fully compliant with all policies/ regulatory procedures, and various other operational tasks within FINRA guidlines
15
Integrated Call Capture Analyst Resume Examples & Samples
- Dial into the telephone conferences and acquire the audio signal for the live webcasts
- Monitor the events and make sure to react appropriately to the upcoming problems
- Submit Impairment Notification Report as needed to appropriate stakeholder
- Cut the events top and tail after the live webcast is over
- Finalize the post production of the event in MMC for basic and enhanced webcast and also take care of the indexing and quality checks where necessary
- Conduct preconference quality checks for AV events
- Report incidents to the supervisor and check wrong numbers pass codes or meeting times with the webcasting 1 support from the different regional operations teams
- Ensure that all the live events are produced on time and following standard operating procedures
- Build and maintain strong internal relationships necessary to successfully coordinate teams to meet client requirements
- Good communication skills, both verbal and written in English
- Able to handle and prioritize multiple tasks in a fast paced environment
- Ability to shift focus and adapt to change within a short period of time
- Strong sense of teamwork
16
Transaction Capture Senior Analyst Resume Examples & Samples
- A creative thinker and a problem solver with the ability to perform well in a dynamic, fast paced and entrepreneurial environment
- Ability to work under pressure is essential, with a strong sense of accountability and responsibility for owning issues through to resolution
- Primary escalation point of the business and other key stakeholders
- Desire to improve processes and implement STP essential, who can lobby necessary stakeholders for buy in and the subsequent delivery of Key middle office tech deliverables
- Represent Citi and face off to industry peers / external vendors for industry wide directives / product landscape changes
- Excellent planning and organisational skills with proven record of delivering results and working to strict deadlines
- Strong control and risk awareness background critical with the ability to recognize high risk situations
- The ideal candidate should have considerable experience in Credit Derivatives and Bonds
17
Charge Capture Analyst Resume Examples & Samples
- Utilizes clinical and coding knowledge to ensure accurate and compliant charge items and to recognize and resolve billing inconsistencies
- Collaborates with managed care department to code billable items for reimbursement. Collaborates with appropriate staff to secure information for billable items
- Analyzes content of reports and software edits to facilitate revisions with appropriate departments
- Coordinates projects and audits to improve processes related to revenue cycle, efficiency of charging and billing, and collection efforts
- Conducts departmental audits. Ensures RN charge documentation is complete at discharge from assigned departments. Reviews patient charts to determine appropriate charges. Follows up with nursing staff on missing documentation/charges. Reconciles daily reports compared to actual charges, codes and documentation
- Reviews and updates departmental charge documents and audits sheets appropriately
- May be required to be "on-call."
18
Transaction Capture Senior Analyst Resume Examples & Samples
- Good degree from a recognized university
- 5-8 years' of relevant experience in the banking industry
- Good understanding of banking and investment products and operations flow
- Team player who is able to work under pressure
- With business project manager exposure to system and process implementation
- With experience on managing a team size of 5-10 staff
19
Transaction Capture Senior Analyst Resume Examples & Samples
- Develop best practices with Derivative trade support and guide/lead other team members
- Provide day to day operational support for Global Securitized Markets Business acting as an intermediary between Internal/External clients and other support functions
- Monitor, investigation and drive remediation of trade exceptions partnering with colleagues in the business and other support functions (Compliance, Product Control, Technology, etc)
- Create MIS and other ad hoc reports for the business on daily and monthly basis
- Communication : Strong organization, interpersonal and communication skills
- Analytical Skills: Strong analytical and problem solving skills
- Experience: Working with Capital Markets or Derivatives preferred. Project management a plus
20
Senior Charge Capture Analyst Resume Examples & Samples
- Education: Bachelor’s degree from an accredited four year university in related field or equivalent relevant experience and certification
- Licenses/Certifications: Registered Health Information Administrator (RHIA), Registered Health Information Technician (RHIT), Certified Coding Specialist (CCS), Certified Professional Coder (CPC) or Current Active Texas State nursing license is highly preferred
- Experience/ Knowledge/ Skills: Five (5) years of experience in healthcare, specifically on revenue cycle operations, charging, coding, finance, auditing or related experience
- Comprehensive knowledge of hospital revenue cycle operations, hospital charge masters, as well as hospital department charge capture and charge reconciliation
- Strong knowledge of correct coding principles of CPT/HCPCS, ICD-9/10 and modifier selection, as well as UB04 revenue codes
- Comprehensive understanding of Federal, State and Local coding guidelines and payment methodologies
- Comprehensive understanding of auditing concepts preferred
- Possess excellent analytical, organizational, verbal and written communication skills and be professional in both appearance and approach
- Must be proficient in MS Office, particularly Excel and Word, and be very detail-oriented
- Conducts coding and documentation reviews of medical/patient records to ensure provider billing practices are complaint with applicable rules and regulations. Ensures accurate and compliant charge capture
- Evaluates procedure codes and diagnosis on an ongoing basis and recommends corrections and changes for continuous improvement
- Serves as a knowledge resource for coding and billing auditing functions
- Provide routine oversight to ancillary and clinical departments related to charge capture and charge reconciliation to ensure all services rendered are captured and posted to the patient’s account accurately and on a timely basis
- Ensure the sustainability and integrity of charge capture initiatives through consistent audits, communication of results and development of training materials, as necessary
- Identifies potential HIM coding issues pertaining to high revenue opportunities, missing or incorrect diagnosis and procedure codes
- Manually distribute account exceptions to the appropriate clinical departments when required for resolution within a reasonable time frame
- Maintain the integrity of all policies and procedures relative to the charge capture and charge reconciliation processes; review policies and procedures with clinical department users and managers impacted
- Participate in testing of upgrades and system enhancements as they relate to charge capture
- Monitor effectiveness of departmental corrective action plans regarding charge capture and charge reconciliation
- Review new edits/rules on a monthly basis to ensure changes will apply to hospital charging practices; alert assigned account manager regarding rules that apply so they can be added to our queue
- Create and manage special projects to improve revenue cycle outcomes
- Run resolution reports weekly; provide to Director, Revenue Operations for review. Review and summarize results for improvements needed and successes identified on a quarterly basis
- Assist clinical departments with root cause analysis and process improvement if needed
- Provides training to ensure accurate charge capture and consistency clinical documentation; in the use of charge tools and charge entry systems
- Promotes individual professional growth and development by meeting requirements for mandatory/continuing education and skills competency; supports department-based goals which contribute to the success of the organization; serves as preceptor, mentor and resource to less experienced staff
21
Transaction Capture Senior Analyst Resume Examples & Samples
- Provide support on the Sales desk with particular focus on liaising between Sales and traders in Asia with respect to confirmation and exceptions of trades. Also monitoring trade capture, dealing with customers, handling trade queries, assisting with new account opening and desk compliance issues
- Monitoring trade input and timeliness of trade entry, resolving with Operations and Technology’ issues arising in Trade Capture
- Manage trade exceptions to ensure timely processing of confirmations and provide swift resolution to issues/ queries
- Drive forward STP in trade processing
- Trade Settlement
- Liaison with Operations and Financial regarding trade queries, fails and problems
- Be customer focused and responsive to ensure a high level of client satisfaction
- Cover unexpected events by demonstrating flexibility to core working hours
- Be aware of potential situations that give rise to basis risk and ensure that trades are processed correctly as to avoid such a situation
- Ensure the desk’s compliance with internal and external regulatory directives i.e. Dodd Frank
22
Capture Analyst Resume Examples & Samples
- Analyze RFP/PWS and assist the Capture Manager in the development of the capture plan
- Develop staffing plan to support RFP/PWS
- Support Capture Manager in the writing of the technical response to the RFP/PWS
- Interview candidates and make recommendations for both key personnel and personnel to support work force positions
- Must have 5 years of experience leading MARCENT Support Services
- Must have prior experience supporting a 3-4 star Marine Corps Headquarters
- Required to have a demonstrated working knowledge in the use of various automated programs to produce work products, e.g., database, spreadsheet, word processing, Microsoft Word, Excel, Power-point, and Outlook
- Require Bachelors degree or higher
- Applicant selected will be subject to government security investigation to gain a Top Secret/SCI clearance. Must meet eligibility requirements to access classified information
- Must be able to travel domestically in an auto, must have a drivers license or able to obtain a state driver’s license
- Must be a US citizen; must be able to obtain and maintain a US Passport
- Must be able to travel domestically 1 or 2 times a year in an aircraft
23
Transaction Capture Senior Analyst Resume Examples & Samples
- Provide trade support functions to cover Asia Equity Markets
- Manage the life cycle of the listed and otc derivatives trades
- Setup and monitor various control reports to capture any trade exceptions
- Mitigate risk to the firm through reconciliation and break resolution
- Document any process errors and work to close any operational gap
- Work with various internal teams to improve controls front to back
- Work with business analyst team to formalize all system and process requirement as part of change management or new product launch
- Coordinate with Technology and Business Analyst Team on system enhancements, requirements, and UAT
- 5 years of previous experience of Equity Derivative Middle Office experience in client facing as well as trade support role
- Fast learner in a high-demand
- Familiar with the structure and life cycle of various Derivatives products
- Able to foresee and identify operational gaps, desire to improve processes and implement STP essential
- Proactive to escalate issues and drive change on process
- Deliver results and able to meet tight deadline deadlines
- Good understanding on trade booking impacts on risk and P/L
- Enthusiastic, whilst being able to be initiative when faced with an issue and be willing to approach different people until they get the right answer
- Strong control and risk awareness background critical
- Ability to work under pressure essential
- Strong sense of accountability and responsibility for owning issues through to resolution needed
- A flexible and hard-working approach is required as is the need to be self-motivated and driven
- A good team member who proactively builds positive working relationships
- Ability to perform well in a dynamic, fast paced and entrepreneurial environment
24
Capture Analyst Resume Examples & Samples
- 1 - 2 years of general government sales and/or bid response experience
- Working knowledge of Marketing Intelligence search tools
- Strong analytical ability and database/spreadsheet skills
