Financial Reporting Supervisor Resume Samples

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D Kling

Daren

Kling

38484 Gutkowski Causeway

New York

+1 (555) 744 5089

38484 Gutkowski Causeway

New York

Phone

p +1 (555) 744 5089

Experience Experience

Chicago, IL

Financial Reporting Supervisor

Chicago, IL

Will Inc

Chicago, IL

Financial Reporting Supervisor

Provides feedback to Finance Manager regarding general team performance to be considered for performance evaluations
Provides Finance Manager with detailed information regarding team attendance and performance and recommends disciplinary actions accordingly
Assist in the development and maintenance of templates for working papers supporting financial statement disclosures
Assists in developing, documenting and maintaining accounting policies and procedures. Assists in the implementation of new accounting standards
Manage the relationship with the offshore team, to ensure work is completed efficiently and by deadline
Report metrics/work status to the Manager and follow defined escalation guidelines
Assist with the migration of new market risk type processes to the COE in Budapest using and adopt the best practice identified and developed in the COE

Boston, MA

SEC Financial Reporting Supervisor

Boston, MA

Stanton, Jenkins and Romaguera

Boston, MA

SEC Financial Reporting Supervisor

Provides expertise in complying, analyzing and interpreting financial information for management decision making
Provides supervision and develops department employees to ensure optimum productivity, efficiency and effectiveness in meeting business objectives
Identifies and implements changes in the group's processes in order to improve efficiency and documentation
Provide support for the preparation of consolidated income statement, balance sheet and statement of cash flows
Plans and conducts work requiring independent evaluation
Ensures deadlines associated with SEC reporting, internal reporting and government reports are met
Coordinate the assignment and delivery of items requested by external auditors

present

Dallas, TX

Financial Reporting Supervisor Credit Risk

Dallas, TX

Gleichner Group

present

Dallas, TX

Financial Reporting Supervisor Credit Risk

present

Ongoing review and development of current processes to increase efficiency
Maintenance and further development of controls & reports including reconciliations, static data & variance analysis
Managing the preparation of the Daily Capital Summaries for senior management
Provide support to country Finance teams on an ad-hoc basis (e.g. audits, regulatory inquiries)
Participate in projects aimed at enhancing the regulatory reporting system infrastructure
Deepen knowledge about financial regulation covering Credit Risk
Exposure to a broad range of banking products carrying credit risk, including OTC and ETD derivatives, secured financing transactions, securities and loans

Education Education

Bachelor’s Degree in Finance

DePaul University

Bachelor’s Degree in Finance

Skills Skills

Excellent orientation to quality and attention to detail
Able to show excellent attention to detail in a demanding work environment
Excellent ability to pay attention to details and work under pressure
Ability to maintain current knowledge of procedures, products, regulations, and industry issues and communicate such knowledge as appropriate
Proficiency in using Microsoft packages particularly Excel. Knowledge of Visual Basic would be beneficial but not essential
Strong clerical and keyboard skills with particular focus on accuracy and attention to detail
Excellent interpersonal skills – able to deal with a range of senior/junior staff across a number of disciplines
Motivated team members with the ability to adapt and learn quickly
Excellent attention to detail
Exercise independent judgment when solving routine problems of limited scope and complexity and recommend solutions to complex problems or process improvements to management

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Financial Reporting Supervisor Resume Examples & Samples

Review and filing of regulatory reports with various regulators (e.g. NSAR)
Ensure timely delivery to the GFAR (Fund Owner) teams located at multiple global locations
Provide guidance and support to staff in resolving issues and problems to ensure timely and accurate release of reporting information to the PCSGFAR (Fund Owner teams)
Support Manager in planning for business continuity events and participate in BC drills
Participate and lead department projects as required, provide expertise and technical support regarding workflow improvements
Knowledge of the securities / mutual fund industry is preferred
Graduate level courses in accounting or an advanced degree or certification in finance or accounting preferred
Excellent orientation to quality and attention to detail
Must have strong interpersonal skills and the ability to interact effectively in a team environment
Ability to maintain current knowledge of procedures, products, regulations, and industry issues and communicate such knowledge as appropriate
Ensure that staff performance issues are resolved or escalated and appropriate feedback is provided
Supervise nonexempt and exempt staff, make hire, termination, and promotion recommendations to management

Financial Reporting Supervisor Resume Examples & Samples

6+ years of straight Public or Private-related experience in reporting
Bachelor's Degree's
CA / CPA
Financial awareness and ability to embrace and accelerate change in a fast paced environment
Ability to adapt with various leadership/working styles when dealing with diverse levels of financial and operating personnel

Financial Reporting Supervisor Resume Examples & Samples

Financial awareness and the ability to embrace and accelerate change in a fast-paced environment
Recommend enhancements to improve efficiency of procedures
4-6 years of straight public accounting or private industry-related experience in reporting
CPA/CA

Financial Reporting Supervisor Resume Examples & Samples

Bachelor’s degree in finance
Five years of prior experience
Have prior knowledge of governmental reports is a plus
Outstanding communication and management skill
Strong Computer skills

Financial Reporting Supervisor Resume Examples & Samples

Seven years of prior experience
Advanced Computer skills
Great leadership abilities

Financial Reporting Supervisor Resume Examples & Samples

Market Risk team
Credit Risk / Banking Book / Large Exposures team
Statistical Reporting team
Controls team
Produce and deliver daily, weekly, monthly & quarterly prudential regulatory reporting returns including daily monitoring of capital adequacy and large exposures based on Basel III rules as well as COREP reports
Maintain and develop processes and controls
Prepare and review reconciliations and variance analysis to ensure correctness of reports
Liaise with multiple departments on a global, regional and country level (including Projects, Financial Control, Treasury, Risk, Operations) to resolve issues
Provide support to Country Finance teams on an ad-hoc basis (e.g. audits, regulatory inquiries)
Participate in projects to implement any new or changing regulatory requirements or in projects aimed at enhancing the regulatory reporting system infrastructure
Ensure best practices are identified and applied to all processes regardless of country
Assist with the migration of new market risk type processes to the COE in Budapest using and adopt the best practice identified and developed in the COE
University / College degree in finance / accounting
Basel 2 / Basel 3 / COREP experience preferred
6-8 years of work experience in financial reporting / auditing / accounting roles
Excellent analytical skills and attention to details
Professional communication & interpersonal skills
Enthusiastic team player

Financial Reporting Supervisor Resume Examples & Samples

Supervise the preparation of accounts
Review financial statement and underlying files
Ensure completeness of disclosure in financial statements
Liaise with auditors, clients and other interested parties in completing audits
Train and develop members of the accounts team
Keep up to date with technical/regulatory developments
Prepare accounts for certain funds
Organisational skills and commitment to the delivery of a high quality end product to the client
At least 2 years auditing/accounts preparation experience in a financial services environment
Knowledge of the relevant accounting standards and regulatory requirements pertaining to the funds industry
Proven record in preparation of financial statements

Internal Audit & Financial Reporting Supervisor Resume Examples & Samples

Five to six years of asset management accounting experience in either an Audit Firm, Hedge Fund, Hedge Fund Administrator, Mutual Fund or other financial institution where the accountant has gained financial products knowledge
Detailed knowledge of US GAAP and IFRS
Bachelor's degree in Accounting, Finance or Economics 2.2 min
Qualified Accountant (ACA / ACCA / ACMA or equivalent) experience in Asset Management / Financial Services sector
Excellent experience developed across audit and financial statement review, either through audit engagements in Practice or within another financial institution
Detailed knowledge of the financial services industry
Ability to research issues and present findings in professional manner

Financial Reporting Supervisor Resume Examples & Samples

Provide support to country Finance teams on an ad-hoc basis (e.g. audits, regulatory inquiries)
Check and ensure that procedures and policies are applied to adequately cover rules and regulations
Participate in projects aimed at enhancing the regulatory reporting system infrastructure
Participate in future process migrations from new countries
Ensure a consistent control environment is identified and applied to all processes
Support the work of the Financial Reporting Manager by executing further relevant tasks he/she allocates
Fluent English language skills in written and spoken
Knowledge of capital and financial market products and Basel II/III - strong advantage
Prior experience in a regulatory or risk reporting role - strong advantage
Team management skills/experience

Financial Reporting Supervisor Resume Examples & Samples

Oversees day-to-day financial reporting responsibilities for multiple business units to include the review and distribution of financial data and aging, scorecard preparation and explanations and other various financial and trending reports; ensures integrity of data
Collaborates with the Business to design, create, and implement databases, macros, reporting tools, and reports to assist with efficiency needs and standardization requirements of the organization
Connect with Senior Management to design specific matrixes, KPIs, and reporting tools to gauge departmental and individual productivity
Evaluate Senior Management’s reporting needs and design / create reporting tools specifically for those needs
Provides Finance Manager with detailed information regarding team attendance and performance and recommends disciplinary actions accordingly
Provides feedback to Finance Manager regarding general team performance to be considered for performance evaluations
Assists in hiring, training, and developing new and existing team members
Cross-trains team members to cover the scope of the Business’ work in any individual’s absence
Serves as the back up in the Sr. Financial Reporting Supervisor’s absence
Perform other duties as required or assigned
Minimum requirements of High School Diploma or GED. Preference will be given to those with an Associate Degree or Bachelor Degree
3-5 years financial reporting experience or equivalent combination of education and experience
Financial Acumen
Must have strong leadership and team development skills
Effectively communicate with internal and external customers
Able to lead and to interact within a team environment
RAS and Oracle Operating System (Desired)

Financial Reporting Supervisor Resume Examples & Samples

Extensive knowledge of local regulatory reporting rules, IFRS and US GAAP and their application
Working knowledge from preparation of annual accounts and tax returns
Good working knowledge of local corporate tax would be an advantage
Good understanding of financial markets, financial products is prerequisite
Experience from liaising with external regulators and auditors
Knowledge of the Citi network is a plus
Professional approach and excellent management, financial control and regulatory reporting skills
Knowledge of banking products and financial instruments
Reengineering, project management and process change skills
Ability to engage subject matter experts (internal and external) to address and resolve issues
Excellent communication skills with professional and diplomatic approach
Ability to adapt to new technologies quickly
Strong skills with Microsoft Office applications
Fluent in Dutch and English (written and spoken). French is deemed as a plus
Qualified accountant/business manager with 5-10 years post qualification experience preferably from accountancy, audit firm or bank
Bachelors’ degree from finance or equivalent with qualified accountant certification

Financial Reporting Supervisor Resume Examples & Samples

Prepare various sections of SEC filings, quarterly earnings releases and other reports
Review sections of SEC filings, earnings releases, EPS calculations and Statements of Cash Flows prepared by Senior Accountants
Liaise with other finance departments, including consolidations, corporate accounting, corporate treasury and accounting policy, to obtain information for reporting purposes
Maintain documentation for SEC filings
Take a lead role in the preparation and review of XBRL filings, including coordination with the external service provider
Assist in the development and maintenance of templates for working papers supporting financial statement disclosures
Benchmark disclosures of industry peers’ filings
Collaborate with other groups and/or departments to assess the reporting implications of changes in US GAAP and SEC reporting requirements, coordinate changes with other groups and/or departments, and extract the necessary information for financial reporting
Lead and participate in departmental projects as required
Coordinate preparation of the quarterly global impairment analysis for goodwill, intangibles and other assets
Provide guidance to departmental staff, including direct supervision as required by the organization structure
Participate in the development of the Company’s reporting policies and procedures, and their continuous improvement process
BS/BA degree in finance or accounting
A minimum of 5 years of related work experience
Experience with automated financial systems, including the general ledger, is preferred
CPA or equivalent required
Experience in the investment management and/or banking industries preferred
Exposure to consolidations, currency translation and international accounting and reporting issues desired
2-3 years of public accounting experience will be beneficial
Strong oral/written communications skills
Organizational skills combined with good interpersonal skills and ability to communicate technical concepts to non technical personnel
Ability to work with strict deadlines and timelines
Ability to solve routine department problems or issues with little direction
Ability to assess problems quickly and determine to what level it should be elevated and communicated to the appropriate staff members
Ability to influence solutions in solving difficult problems
Ability to independently solve complex problems that consider both long- and short-term impacts
Frequent use of independent discretion and judgment in the decision making processes which have a high impact on the business
Ability to influence and negotiate within own department and across the organization

Financial Reporting Supervisor Resume Examples & Samples

Oversee and review the production & deliver daily, weekly, monthly & quarterly statistical/regulatory reporting returns, which detail important aspects of the bank’s financials and therefore provide an invaluable source of information to Central Banks and other policymakers
Team management responsibility for a team of analysts, including recruitment, goal setting, performance evaluation
Maintenance and further development of key controls including reconciliations, variance analysis and mapping reviews
Liaise with multiple departments of the appropriate countries (including Financial Control, Treasury and Operations) to resolve issues
Deep involvement in new system / process implementations related to Regulatory reporting requirements
Prepare and update procedures for all returns as required
Provide support to in-country Finance teams on an ad-hoc basis (e.g. audits, regulatory inquiries)
Participate in future process migration activities
ACCA / Chartered accountant qualification is an advantage
Prior experience in a statistical and/or regulatory reporting role
8+ years of experience in a banking accounting role
Team management experience
Basel II/III knowledge is an advantage
Excellent system and analytical skills
Should be creative, proactive and flexible
Has to have excellent ability to pay attention to details and work under pressure
Highly motivated with advanced analytical & problem solving abilities
Ability to interpret & implement regulatory guidelines & professional standards
Demonstrated ability to complete tasks within tight deadlines

Financial Reporting Supervisor Resume Examples & Samples

Part-Qualified accountant (ACCA, ACA, CPA or equivalent)
Accounting/Business Degree or equivalent educational experience
FIS InvestOne (formerly SunGard)
UCITS Experience

Financial Reporting Supervisor Resume Examples & Samples

The Market Risk reporting team covers Basel2/3 Market Risk processes (including Value at Risk and Standard Model approaches)
The Regulatory Reporting Standardisation team ensures consistency of controls across the above areas and the implementsation of standardised processes
Knowledge of an additional EMEA language is an advantage
Interpersonal skills, ability to manage stakeholder relationships across senior-junior levels
Excellent ability to pay attention to details and work under pressure
Achieve objectives via working with and influencing others

Financial Reporting Supervisor Resume Examples & Samples

Coordination, preparation and review of the Bank's annual financial statements
Supports the reporting process around the monthly Flash financial statement package that is circulated to senior management. Reviews Flash financial reports and prepares the analytical write-up that accompanies the financial statement package
Participates in the month-end and quarter-end close process
Compiles regular and ad-hoc reports summarizing and analyzing financial results. Assists in variance analysis and analyzing trends, costs, revenues, financial commitments and obligations incurred
Provides PeopleSoft support to members of the Controller's Group and other bank departments as it relates to areas in PeopleSoft that financial reporting is responsible for overseeing or well-versed in. Responsibilities include, but are not limited to: maintaining PeopleSoft reporting trees and existing nVision reports, building new nVision reports, building and running queries, trouble-shooting issues, etc
Participates in the design and implementation of enhancements to financial accounting systems and processes
Supports the technical accounting research projects. This role also supports the technical accounting needs of other departments in the Company
Assists in developing, documenting and maintaining accounting policies and procedures. Assists in the implementation of new accounting standards
Participates in other special projects
May supervise other staff members. Participates in staff development

Financial Reporting Supervisor Resume Examples & Samples

6-7 years of experience in a banking accounting / financial reporting / controlling
Advanced / Fluent English knowledge
Additional EMEA language knowledge is an advantage

Financial Reporting Supervisor Resume Examples & Samples

Draft a timetable for each financial reporting project detailing key milestones from planning to final sign-off
Prepare or review financial statements including primary statements and all note disclosures ensuring they are drafted in accordance with
The regulations of the fund domicile
The relevant GAAP of the Fund, primarily US GAAP, IFRS or Luxembourg GAAP
The constituting documents of the fund (prospectus / offering memorandum)
Investment Manager and/or Auditor instructions
Co-ordinate and chair a weekly call between the Auditors, Investment Manager and the client, tracking the status of the financial reporting project to agreed milestones on the timetable and resolving or directing ad-hoc Investment Manager and Auditor queries in relation to GAAP or local regulations
Build a detailed personal knowledge of GAAP to assist Investment Managers in the range of disclosures permissible under GAAP which best fit the ethos of the Investment Manager and challenging the Auditors as required thereby adding value to the process from an Investment Manager perspective
Build a detailed personal knowledge of Regulations (e.g. AIFMD, UCITs, and CFTC) to assist Investment Managers in the range of disclosures permissible under the legislation which best fit the ethos of the Investment Manager
Ensure all Investment Manager and Auditor queries on the financial statements are resolved on a timely basis
Research queries on GAAP and Regulations and prepare a summary memo to disseminate the knowledge to the clients employees and Clients
Develop template financial statements for the clients NAV department utilising both the clients Financial Reporting tool and also using a third party bespoke financial reporting application
A Qualified Accountant (ACA/ACCA) who has completed a 3 or 4 year training contract with an audit firm specialising in the audit of Hedge Funds
A Qualified Accountant (ACA/ACCA/CIMA) who has completed a 3 or 4 year training contract with a Fund Administration firm specialising in financial reporting for Hedge Funds
Bachelor's degree in Accounting, Finance or Economics (2.2 min)
Detailed knowledge of US GAAP and/or IFRS
Detailed experience developed across audit and financial statement review, either through audit engagements in Practice or within another financial institution
Strong technical skills and attention to detail along with good knowledge of relevant accounting standards and regulatory requirements pertaining to the funds industry

Financial Reporting Supervisor Resume Examples & Samples

Work directly with internal and external auditors to provide analysis and any required audit documentation necessary for the successful completion of any audit
Support international and domestic locations on accounting and reporting issues
Provide expertise on various complex U.S. GAAP matters, including but not limited to employee benefits, stock-based compensation, impairment testing, statement of cash flows, derivatives
Review and preparation of quarterly 10-Q’s and annual 10-K
Prepare quarterly financial statement analysis and cash flow forecast
Ensure financial statements are prepared and maintained in accordance with US GAAP and company accounting policies
Author accounting policies and implementation plans to address new accounting pronouncements
Provide ad hoc analysis and reporting
Supervise and mentor senior and staff accountants

Financial Reporting Supervisor Resume Examples & Samples

Direct the activities of a group of 2-3 administrators to ensure optimum efficiency, effectiveness and quality by implementing and reviewing operations
Assist with the identification of new regulatory and industry changes and coordinate changes to processes
Preparation of annual and quarterly financial statements and regulatory filings
Preparation of quarterly SEC and IRS compliance testing
Review the accounting information provided for audits and tax reviews
Review expense accrual budget to actual comparisons
Review all reconciliations
Prepare monthly team calendar
Provide training to new employees
Actively manage the client relationship by having weekly contact with the client and maintaining any changes to the client calendars
CPA certification or candidate a plus
Minimum of 4 years experience in fund accounting, fund administration, financial reporting or other investment industry positions
One or more years of supervisory/managerial experience
Thorough knowledge and understanding of fund accounting, GAAP and the investment management industry
Flexibility with work hours as required in supporting the clients’ needs
Thorough knowledge of operational issues involving the investment management industry
Advanced knowledge and understanding of legal, regulatory and accounting principles which directly affect the investment management industry and their clients
Experience with SEC filings, i.e., Form 10-Q, Form 10-K, etc
Experience with closed-end and open-end registered funds preferred, Business Development Company (“BDC”) experience a plus
Ability to successfully coordinate and follow through on large, long term projects
Proven leadership and supervisory skills

Financial Reporting Supervisor Resume Examples & Samples

By-desk and Advisory team monitors the desks’ capital usage versus the assigned targets and support in Advisory related daily tasks
Managing the preparation of daily capital adequacy market risk calculations, monitoring and reporting to senior management
Managing the preparation of returns and working papers for submission to the individual regulators
Managing the preparation, on rotation, of the Daily Capital Summary Packages for senior management
Managing the preparation of the reconciliations between LRR (the firm’s regulatory reporting system) and the general ledger relating to all relevant products and investigate any differences arising. Continue to review and enhance existing processes and procedures
Maintaining and developing processes and controls
Preparing and reviewing reconciliations and variance analysis to ensure correctness of reports
Liaising with multiple departments on a global, regional and country level (including Projects, Financial Control, Treasury, Risk, Operations) to resolve issues
Providing support to Country Finance teams on an ad-hoc basis (e.g. audits, regulatory inquiries)
Proactively identifying, escalating and helping resolve issues related to prudential reporting
Participating in projects to implement any new or changing regulatory requirements
Participating in projects aimed at enhancing the regulatory reporting system infrastructure
Ensuring best practices are identified and applied to all processes regardless of country
Ensuring a consistent control environment is identified and applied to all processes
Assisting with the migration of new market risk type processes to the CsC in Budapest using and adopt the best practice identified and developed in the CsC
Basel 2 / Basel 3 / COREP experience highly advantageous
5-6 years experience in an audit/reporting/accounting role
Excellent interpersonal skills – able to deal with a range of senior/junior staff across a number of disciplines
Good working knowledge of Microsoft Office packages, particularly Excel
Confident in ability to achieve objectives by working with and influencing others
Able to show excellent attention to detail in a demanding work environment
Demonstrate ability to meet reporting and project deadlines
Degree level education or equivalent
CIMA / ACA or equivalent

Midstream Financial Reporting Supervisor Resume Examples & Samples

Bachelor’s Degree in Accounting or related degree
8+ years industry accounting experience
Supervisor/Lead experience
Understanding of financial statements and relationships between accounts
Understanding of derivative accounting and disclosures
Ability to successfully manage multiple tasks and meet short deadlines
Self-motivated and strong work ethic
Advanced excel skills
Overtime required for monthly closing activities
Midstream oil and gas experience/background a plus
Oracle experience a plus
CPA a plus

Financial Reporting Supervisor Credit Risk Resume Examples & Samples

The Credit Risk reporting team covers Basel2/3 Credit Risk monitoring and reporting (including Counterparty Credit Risk and Large Exposures)
The Statistical Reporting team covers Central Bank reporting for key monetary statistics, based on which important monetary policy decisions are made
By-desk and advisory team monitors the desks’ capital usage versus the assigned targets and support in Advisory related daily tasks
The Controls and Standardisation team ensures consistency of controls across the above areas
Managing the preparation of daily, monthly & quarterly prudential regulatory returns and monitoring reports
Maintenance and further development of controls & reports including reconciliations, static data & variance analysis
Managing the preparation of the Daily Capital Summaries for senior management
Supervise the preparation of the reconciliations between the firm’s regulatory reporting system and the general ledger
Ongoing review and development of current processes to increase efficiency
Liaise with multiple departments at global, regional and country level
Prior experience in a regulatory or risk reporting role is an advantage
Accounting and/or Financial reporting experience
Advanced MS Excel and Access knowledge
Fluent English knowledge
Strong planning & organisational skills
Creative, proactive and flexible
Ability to meet tight reporting deadlines
6-8 years of work experience in financial reporting / auditing roles
Knowledge of capital and financial market products and Basel II/III are an advantage

SEC Financial Reporting Supervisor Resume Examples & Samples

Provides supervision and develops department employees to ensure optimum productivity, efficiency and effectiveness in meeting business objectives
Responsible for coordinating the preparation of Form 10-K and Form 10-Q for filing with the SEC
Provide support for the preparation of consolidated income statement, balance sheet and statement of cash flows
Provides expertise in complying, analyzing and interpreting financial information for management decision making
Ensures deadlines associated with SEC reporting, internal reporting and government reports are met
Coordinate the assignment and delivery of items requested by external auditors
Handles a diverse range of complex assignments requiring the use of experience, innovations and judgment
Plans and conducts work requiring independent evaluation
Develops strategies and processes, sets priorities and manages resources to meet ongoing and future reporting needs
Identifies and implements changes in the group's processes in order to improve efficiency and documentation
Bachelor's degree in Accounting or related field of study
Six to eight years of related experience
Extensive knowledge of GAAP and SEC requirements
Prefer previous industry experience
Ability to manage a fast-paced, team, oriented environment
Strong and effective organizational & leadership skills
Effective interpersonal skills with the ability to interface with a variety of audiences including senior management and external auditors
Excellent analytical abilities

Financial Reporting Supervisor Resume Examples & Samples

Perform a detailed review of assigned shareholder reports (quarterly, semi-annual and annual) for various Funds, including related footnote disclosures to determine appropriate presentation and adherence to relevant SEC and GAAP requirements, to ensure published reports are free from material misstatements
Perform a detailed review of SEC filings (e.g. Form N-1A, N-Q, N-SAR, 24F-2, N-MFP) for accuracy, completeness and consistency
Set appropriate deadlines for reporting cycles, allocate the correct amounts of resources for each deadline and monitor deadlines to ensure they are being met by your team
Act as a liaison with other departments including Creative Services, Fund Accounting, Tax, Fund Controllers and clients
Assist Fund Controllers with client and audit comments, SEC comments, issue resolution, and any financial reporting matters as they arise
Manage a team of staff to meet client deadlines while providing on the job coaching, mentoring and support
Work with Management to promote a culture of innovation and quality within the department and help drive a high level of engagement
Assist the Financial Reporting Manager with ad hoc problem resolution and follow-up
Bachelor’s degree in Finance or Accounting (or equivalent)
4+ years of experience in mutual fund accounting or administration, or equivalent experience
1+ years of supervisory experience, including experience with leading a team of professionals, staff development, coaching and performance assessment
Thorough technical knowledge of the Investment Management industry, with a focus on Mutual Fund reporting and accounting requirements
Ability to manage multiple priorities and deadlines, to work independently and take ownership of responsibilities
Proficient in Microsoft Office Suite (Word and Excel)
Strong communication, interpersonal, and organizational skills

Financial Reporting Supervisor Resume Examples & Samples

Manages the preparation of the Bank of the West and BancWest Corporation regulatory reports; including but not limited to the Call Report, FR-Y9C
Responsible for planning for all aspects of production, including schedule assignments, review processes, and schedule filing
Supervises employees indirectly through management of reporting process. Potential for direct supervision, including selection, training and development and performance management
Sets performance standards as they relate to Regulatory Reporting implementation as well as high quality and efficient reporting processes
Ensures compliance with new standards (e.g., new Regulatory reporting requirements) in an efficient and scalable manner
Lead and/or partner with others on efforts to respond to Regulator inquiries
Participate in process improvement and automation efforts to enhance the Bank’s Regulatory Reporting process
Partner with Financial, business subject matter experts, other analysts and developers to ensure requirements are captured appropriately and solutions implemented adequately address the business needs
Maintains understanding of pending regulatory rule and legislation, with an eye toward understanding the likely impacts to reporting processes
Assess, develop and maintain proper controls, documentation, and change management approach for impacted areas
Active review of the control infrastructure associated with the regulatory reporting production process. Partners with stakeholders "upstream" of the process and the Financial Controls team to ensure appropriate controls are in place for inputs to the regulatory reports
Address ad-hoc reporting / analysis requests from, including but not limited to Business Units, Finance Heads, IHC, Reporting Agencies, etc.…
Prepare reports and executive summaries of significant items, as required
Prepares quarterly FDIC Assessment accrual and/or FDIC Assessment projection
Bachelor’s Degree in accounting, finance or related fields – Required
Master’s Degree & /or Advanced Certification – Highly preferred
7 or more years of accounting and financial reporting experience
2+ years of experience working in a managerial position
Strong knowledge of US GAAP and Regulatory Reporting concepts and practices
Strong understanding of Banking, Accounting, and Finance-related processes and concepts with a strong understanding of a Bank’s financial statements
Experience managing and building enterprise wide processes impacting the organization
Must possess strong written and verbal communication skills for training/education efforts, executive and line interaction, and methodology documentation
Ability to prioritize and manage multiple, changing priorities, and complete tasks under limited timeframe in order to meet deadlines
Ability to work independently and complete projects with minimal supervision
Proficient in Microsoft Office Products
Working experience with SQL and Hyperion Financial Management

Financial Reporting Supervisor Resume Examples & Samples

Manage financial reporting staff including hiring, training, cross-training, goal setting and performance appraisals
Manage the preparation of timely, accurate and meaningful financial reports, for both management and external users. Include and not limited to: manage the preparation of accruals for the monthly close process and prepare journal entries and account reconciliations. Oversee and assist team in preparing journal entries. Ensure proper general ledger coding
Review, investigate, and correct errors and inconsistencies in financial entries, documents and reports
Support the preparation of the PACCAR Financial Corp quarterly external 10Q and 10K process, including acting as a liaison with external auditors
Support and maintain an ongoing process improvement function within the group to identify and implement efficiencies, enhancements and improvements. Assume the lead role in recommending improvements to existing reporting formats and methods of gathering financial data
Establish and maintain effective communication within the Accounting department as well as with Operations
Complete special projects and analysis as assigned. Support other accounting functions as needed
Accounting degree, CPA and/or MBA preferred
Three to five years of accounting experience
Two plus years supervisory experience
Team Player, with strong leadership abilities and excellent interpersonal skills
Superior technical accounting and analytical skills
Experience creating, reviewing and analyzing internal management reports
Proficient with current information technology, including spreadsheets, database creation and management in a PC networked environment
SEC reporting & public accounting experience
Experience in a challenging, ever-changing environment with aggressive deadlines

Financial Reporting Supervisor Resume Examples & Samples

Management of preparation of annual and semi-annual financial statements of the investment funds under different accounting standards (Irish GAAP, IFRS, Luxembourg GAAP, US GAAP)
Responsibility for communications to regulators, compliance and internal and external audit
Acting as a key client contact, ensuring timely and accurate responses to any client queries
Responsibility for coaching and developing team members
Providing appropriate feedback via periodic meetings and the firm’s performance appraisal process
Assisting in projects within Financial Reporting Department including standardization and workload optimization to improve the efficiency, quality and accuracy of deliverables
Keeping team-members informed of new industry developments relating to financial reporting disclosure requirements
Primary degree in accounting/finance related discipline
5 years experience in financial reporting, accountancy or audit
Knowledge of accounting standards. Professional accountancy qualification will be an asset (qualified or part qualified)
Prior experience in managing a team
Prior experience in investment funds industry will be an asset
Fostering Team Spirit. Strong focus on mentoring and coaching team members
Creativity in developing solutions to meet client and control requirements
Strong reviewing skills
Proven ability to manage and complete a variety of projects simultaneously
Highly computer literate with strong Excel, Word and PowerPoint skills
Fluency in English essential and knowledge of German and/or French would be an asset

Rohq-frss-financial Reporting Supervisor Resume Examples & Samples

Performing process reviews/enhancement/streamlining and UAT system testing; coordinate with Country Fincon on the implementation of reporting changes, which includes submission of comprehensive business specifications where technology enhancements are required, providing training and user testing resources to test enhancements
Preparation, review, and submission of the country's other head office reports such as Foreign Currency reports, Country Exposure Reports, Quarterly Memo cable, Cash flow reports, etc
Manage a team and conduct performance reviews
Provide guidance on US Regulatory reporting requirements

Financial Reporting Supervisor Resume Examples & Samples

Supervise the preparation of financial statements and supporting files, as allocated, in an accurate and efficient manner and in line with department standards and procedures
Ensure supporting files are completed, signed, filed and distributed to all parties within prescribed deadlines
Become competent in the use of BNYM systems most notably Confluence Unity and Invest One
Third level qualification is essential ideally in accounting or finance
Ideally Qualified ACCA/ACA
Excellent analytical, organisational and time management skills
High competency towards accuracy and attention to detail
High level of commitment to the delivery of a quality end product to the client
Ability to apply accounting/regulatory knowledge to client base
At least 3 - 4 years full-time auditing or fund financial reporting experience
Proven record in the review of financial statements
Proficient in the use of Microsoft Excel and Word
2 years review of fund financial statements