Lead Analyst Resume Samples

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P Turner

Pierce

Turner

86262 Polly Orchard

Philadelphia

+1 (555) 993 3128

86262 Polly Orchard

Philadelphia

Phone

p +1 (555) 993 3128

Experience Experience

San Francisco, CA

Lead Analyst

San Francisco, CA

Stamm, Roob and Marquardt

San Francisco, CA

Lead Analyst

Consults with customers and IT managers to develop, define, and prioritize work assignments and work delivery
Consults with middle/senior level management on process management and makes recommendations to drive improvement initiatives
Partner with the Management Consultants Program Measurement and Relationship Management teams to analyze and interpret network production trends
Develop business forecast accuracy report card; work with businesses to improve forecast accuracy (project example)
Develop strategic insight to support Sky performance improvement and transformation objectives
Provide review and recommendation to senior management of all OSI-managed strategic project expenditures
Coordinate work, establish processes and develop project plans

Boston, MA

Solutions Lead Analyst

Boston, MA

Kunde LLC

Boston, MA

Solutions Lead Analyst

Performance Management - Assist in developing success criteria, best practices, metrics and benchmarks, monitor and manage adherence to SLAs, KPIs and targets
Create MIS reports to provide management views of financial reporting
Developing ongoing governance around reporting, report development and ownership of the Standard Financial Reporting Library
6) Assisting with month end close and regulatory and management reporting
Work with program management to review project plans and weekly project status meetings
Work with the GPO Working Group Members, Finance and Risk Operations (FRO) and Finance teams to design and implement optimal processes including
Develop work plans, schedules, project estimates, and status reports

present

New York, NY

BP&A Analytics Lead Analyst

New York, NY

Streich, Jenkins and Goyette

present

New York, NY

BP&A Analytics Lead Analyst

present

Evaluating existing processes holistically and working across GCT improvement work streams to coordinate cohesive solutions
Supporting performance measurement and management ranging from organization development scorecards to project/function-specific metrics
Conduct workflow analysis, business process modeling; develop use cases, test plans, and business rules; assist in user acceptance testing
Flexibility to work with diverse cultures, across multiple time zones; and to work well with varying personal styles
Direct the identification of risks which impact project delivery and ensure mitigation strategies are developed and executed when necessary
Develop strategies to reduce costs, manage risk, and enhance services
Reconciliation of expenses and HC to the book of work managed by the PMO

Education Education

Bachelor’s Degree in Finance

Colorado State University

Bachelor’s Degree in Finance

Skills Skills

Strong oral & written communication skills. Ability to interface and obtain strong working knowledge of portfolio of deals and accounts
Contribute statistical and data-mining ability, as well as aircraft reliability, maintenance and operational knowledge to various FCOE team pursuits
Good organizational, planning and project management skills – exhibiting attention to detail, follow-through, and accountability
Solid organizational skills; ability to organize and maintain accurate, orderly files and records
Ability to articulate complex data structures and issues into simple commercial terms that are actionable
Strong knowledge of enterprise incident response and forensic processes
Clear thinking/problem solving: successfully led projects/process improvements within operations/finance functions, able to quickly grasp new ideas
Knowledge of additional tools such as Verint, ConfirmIT, SPSS, R, Alteryx, Tableau, SAS will be an added advantage
Knowledgeable in legal issues within information security environments (i.e. data privacy)
Excellent interpersonal and teaming skills, able to work well with seniors and peers

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Cib-f&bm-banking P&a-gib P&A Lead-analyst Resume Examples & Samples

Provide monthly, quarterly and ad-hoc management reporting on business performance together with relevant analysis to aid business heads/managers in strategic decision making
Coordinate the annual budgeting and monthly forecasting processes
Contribute to executive-level presentations on business performance, budget, strategic reviews, etc
Ensure processes are in place to provide the proper level of transparency on expenses with a focus on key drivers; Review expenses and driving reductions in the business cost base
Assist in ad-hoc business strategic projects and providing analytics to the CFO
Drive consistent reporting practices across our businesses, drive best practices and implement controls to ensure accurate financial reporting
Support regulatory reporting requirements, including regional regulator reviews
Minimum of 5 years of Planning and Analysis experience
Execution focused self-starter with strong initiative and eye for detail; able to take ownership and work independently, as well as on a team
Comfortable operating in a demanding and fast-paced environment, (e.g., month and quarter-ends)
Demonstrated ability to partner well and influence others
Process-oriented, with focus on continuous streamlining/improvement
Excellent PC skills, including Excel, PowerPoint and Access, as well as the ability to master the JPM internal financial systems (SAPCO, FDW, Paragon, Essbase, CIB Reporting)
Experience with management reporting, management information systems
BA in Finance / Accounting

NA Client Experience Quality Lead Analyst Resume Examples & Samples

Extensive experience in and knowledge of operational practices and methodologies
Strategic third party and oversees resource management. Experience in strategic global program management and governance
Strong Analytical skills with an ability to create new frameworks and playbooks where precedence may not exist
Experience in IT / Application development and Maintenance in Financial Services. - Strong communication skills/ability to interface with senior business managers and the executive suite
Preferred experience in designing and managing centers of excellence based on company needs and technology requirements
Experience with developing and governing through SLAs, KPIs, Balanced Scorecards, etc
BA/BS degree or equivalent combination of education/experience
Senior level experience in related role
Experience with NICE suite of tools

Sec Processing Lead Analyst Resume Examples & Samples

Manage Corporate Actions Voluntary Events day to day processes
Develop and maintain the departmental budget including technology development
Lead re-engineering, efficiency management, quality improvement, and cost optimization efforts
Ability to write business requirements documents for the US market. Review functional Requirements
Conduct UAT testing
Manage various client relationships to include create and deliver clients presentations
Develop and manage productivity and quality standards to optimize efficiency
Ensure department adheres to all audit policies and procedures
Manage risk on a daily basis
Effectively interact with other operating units and managers
10 years’ experience in Corporate Actions US Direct Custody Voluntary events processes
2 years of management experience
Ability to discuss/Negotiate/Explain events/instructions with clients and market players
Ability to understand complex products, processes and business requirements
Strong interpersonal/relations/influencing skills
Demonstrated ability in leading process improvements/Reengineering initiatives and implementation
Strong Influencing and negotiating skills. Ability to work across all levels of the organization
Ability to work independently and to the highest level of accuracy and accountability
Self motivated with high energy
Ability to work under pressure in a high risk & tight deadline environment
Highest level of integrity, maturity and ethics
Professional, committed, flexible and diplomatic

Sec Processing Lead Analyst Resume Examples & Samples

10 years’ experience in Securities industry, securities lending or investment management experience a plus
Should be a self-starter and organized, and must have the ability to work independently and as part of a team, without supervision
Proven ability to produce high-quality reports i.e. Executive Summary, detailed analytical reports
Securities Lending and Custody Product Knowledge
Teamwork / Interpersonal

VP, Product Control Lead Analyst Resume Examples & Samples

Review and assess balance sheet and regulatory reporting, month end closing process and quarterly/annual disclosure reporting
Oversee and analyze daily profit & loss reporting for Prime Finance & Futures, covering a variety of collateral types and processes
Enhance price verification and valuation reviews
Ad hoc projects including system development and providing analytics/metrics for the management team
SOX 404 and related Risk and Control Self-Assessment responsibility for the respective areas under supervision
Manage performance reviews and career development of staff members
Bachelor’s degree required, Finance or Accounting degree preferred
Minimum 6 years related business experience required; experience supporting fixed income financing/trading desks and/or Big 4 accounting firm preferred; prior management experience also preferred
Must have strong knowledge in accounting fundamentals, firm financing, project management, financial modeling, portfolio management and understanding of cash flows and asset valuation preferred

P&A Lead Analyst Resume Examples & Samples

5-7+ years of relevant finance/business/accounting/statistical experience in financial services
Degree in Economics, Finance, Accounting, Engineering or related discipline
Strong working knowledge of Excel pivot tables, and preferably integration with Access database
Ability to translate complex financial schedules into meaningful presentations
Level-headed in a crisis

P&A Lead Analyst Resume Examples & Samples

4 to 7 years of experience
Must be able to reconcile large data sets and identify underlying issues in data sets and transformation logic
Attention to detail and ability to multi-task and prioritize assigned tasks
Self-starter with the ability to work in multi-disciplinary tasks involving global partners
Experience working analytically with large datasets
Skilled user of Microsoft Excel including macros, Access, PowerPoint, SharePoint, and Adobe Standard

Solutions Lead Analyst Resume Examples & Samples

1) Point of contact for system support relating to general ledger tables and financial data fields
2) Testing system enhancements and conversions
3) Monitoring system feeds into ledger systems (Citigl and TGL)
4)Research and clearing suspense items
5) Downloading system reports for month end reporting and research
5) Running queries using Management studio tool
6) Assisting with month end close and regulatory and management reporting
7) Creating and posting journal entries
8) Assist IT and Operation with problem solving for various systems issues that have financial implications
9) Creating and running ad-hoc reports
10) Research questions from Controllers, FRO, Planning, Risk or Business personnel regarding system information
11) facilitating system changes and updates
8 + years job related experience in accounting and systems
Excellent communication,organizational, analytical, and problem solving skills
Ability to effectively work with various teams (business, operation, end users, IT, and etc.)

BP&A Analytics Lead Analyst Resume Examples & Samples

5-10 years experience performing data analytics and management reporting; experience in AML Transaction Monitoring Operations/Technology, Finance or Risk management a plus
5-10 years experience in program management during which s/he applied a structured approach (methodology) to project management, planning, estimating, monitoring and reporting
Knowledge of Citi reporting processes is preferred
5 years experience supporting issue management and resolution processes
Demonstrable experience in influencing and leading across a global, matrixed organization
Strong analytical, organizational, project management and creative thinking skills. Ability to manage requirements gathering activities and understand complex cross functional issues
Accountable Team Player
Experience leading, developing, and performing a variety of quantitative analyses
Demonstrated leadership and managerial skills (analyses, projects, and people), with particular aptitude for leading in a fast-paced, highly intellectually and politically complex environment
Excellent critical reasoning, quantitative, and qualitative analysis skills, with a demonstrated track record of developing and performing a variety of quantitative analyses
Demonstrated ability to exercise sound judgment in making business decisions, especially when leading teams where tradeoffs must be made and buy-in from key stakeholders must be achieved
Outstanding communication and presentation skills, with a demonstrated ability to effectively interface, influence and build alignment with individuals and multi-disciplinary teams across all levels of management
Must learn quickly and produce under pressure and tight deadlines
Extremely strong interpersonal skills – collaboration across multiple business and technology functions, relationship building and consensus building are a must
Extremely strong listening, requirements elicitation, analysis and problem solving skills
Must be able to prepare and present executive level presentations
Must have strong Excel, Visio, PowerPoint, MS Project and MS Word knowledge
Experience in data and statistical analysis is required to properly analyze, design, develop and deploy the appropriate data quality metrics
Detailed understanding of MS Excel and associated functions such as, but not limited to Pivot Tables, Formulas, Macros, VBA
Prior experience in the financial industry is desirable Ability to work across multiple technology and business groups within the scope of the programs assigned. Must be a self-starter and work productively with minimal direction

O&t-client Experience Lead Analyst Resume Examples & Samples

Bachelor’s degree or equivalent experience (MBA a plus) as this is a senior role
5+ years experience in relevant field
In-depth experience with creating and understanding data modeling
Past experience interacting with senior management and clients
Expert level proficiency in Excel, Access, and PowerPoint
Understanding of Business Intelligence/Qlikview

BP&A Analytics Lead Analyst Resume Examples & Samples

Pro-actively identifying financial risk and clearly articulating this risk to key stakeholders through the use of data and analytics
Leading teams to revamp existing reporting databases and infrastructure to more effectively capture project management, resource, application, and financial information
Drive the BP&A roadmap to ensure consistent global usage across metrics, groups and systems
Institutionalizing global analytics across functions, to include forecasted expenses, anticipated saves, and unit cost analysis
Developing global processes to support Total Cost of Ownership application reporting
Bachelor's degree in Mathematics, Finance, or related discipline; advanced degree preferred
5 plus (5+) years of experience in a technology financials
Ability to present and explain financial information to diverse types of audiences
Ability to write clear proposals, project plans and technical documents
Strong interpersonal skills at all levels of management and ability to motivate employees/teams to apply skills and techniques to solve dynamic problems
Ability to make decisions while remaining open and flexible
Good manager of time and ability to balance effort versus reward
Experience facilitating effective meetings with all levels of staff and management
Ability to remain composed in a high stress, detailed oriented environment

Lead Analyst Resume Examples & Samples

Collect information (using SAS, SQL, SPSS, R skills) to analyze and evaluate business impacts of target marketing programs, collaborate with business partners to leverage those insights in the development of customer centric strategies
Bring meaning and understanding to the results by presenting clear, concise and actionable recommendations via deep dive analysis and the ability to balance the “art with the science.”
Analyze and identify patterns within customer behavior to find customer segments and/or business rules for targeting criteria that drives maximum results
Developing and presenting clear and concise recommendations (ability to tell the story in a PowerPoint format) that include actionable insights to maximize KPIs and profitability
Provide analytic support to Test & Learn roadmap for direct marketing (direct mail, email) including test design, sample sizes, and analysis considerations
Own and enhance key reporting metrics/measurement methodology to reflect evolving business needs in a multi-channel retail environment
Ensure accuracy and confidentiality of information being analyzed, while handling multiple projects and meeting specific deadlines
Own and develop the direct mail program forecast for all direct marketing KPIs
Mentor other analysts in the team to assess marketing effectiveness and develop inputs to strategy on an ongoing basis, plus work closely with cross-functional partners (Marketing, Ecommerce, Strategy and Analytics)
Reconcile divergent demands of multiple stakeholders to drive success in developing solutions based on data and results
Minimum Bachelor’s degree in math, statistics, operations research, economics or related quantitative discipline with experience is required. (Masters or PhD in a quantitative field preferred)
5+ years experience in SQL, SAS, SPSS, or R skills required
5+ years experience with analytical and problem-solving skills, with deep analysis of direct marketing campaigns
Ability to communicate and present information to non-technical cross functional teams
Clear understanding of fundamental statistical analysis for marketing measurement

Controls Lead Analyst Resume Examples & Samples

To ensure that control issues are effectively identified and escalated
To perform control file reviews across all areas to ensure consistency of control environment
To perform control deep dives across all business areas and countries, to identify control deficiencies, control best practises and consistency of approach
To ensure that control meetings are properly and effectively run, across Product Control, UK Financial Reporting & Control and EMEA country teams
To prepare control guidelines and train controllers on how to apply
Higher degree in economics
7-8 years of experience in finance / accounting / controls
Good communication skills, ability to analyse issues and ensure appropriately escalated and resolved
Attention to detail and the ability to meet reporting and project deadlines

Credit Risk Lead Analyst Resume Examples & Samples

Requirements for the Position
Designing risk strategies
Advanced risk analysis including data mining, cost-benefit analysis, P&L analysis, simulation, and optimization
Statistical modeling utilizing SAS and SQL programming, Unix, Teradata, and advanced Excel, Access and PowerPoint; &
Financial forecasting and interpreting of financial drivers and results

Solutions Lead Analyst Resume Examples & Samples

Bachelor's degree required, MBA is a plus
At least 7-10+ years of experience in Business Analysis related functions
Strong in Business Analyst functions (user engagements, requirements documentation, testing, data analysis and reconciliation, test plans, UAT plans, delivery and implementation plans)
Project tracking and reporting
Strong attention to detail and willingness to "roll up sleeves"
Proficiency in Microsoft PowerPoint and Excel, including graphing, pivot tables, reference functions, data analysis
Previous experience in Financial Services
Previous experience in Liquidity Reporting within Corporate Treasury

Citifinancial Quality Lead Analyst Resume Examples & Samples

Uses broad discretion to develop complex procedural documentation and reports for multiple audiences
Works with highly complex and highly variable quality issues with substantial and broad potential impact
Provides sophisticated analysis with interpretive thinking to define problems and develop innovative solutions
Develop and execute testing and sampling protocols to ensure a high confidence level that data meets the requirements to qualify transactions as specified in the definitions of consumer relief for specific DOJ settlement menu items
Work closely with Citi’s Internal Review Group to ensure that the data sets are accurate and supporting evidence meets their requirements
Work closely with Business Planning and Analytics Team and CitiFinancial data teams and systems experts to extract relevant data for testing and submission
Review data sets for missing or invalid data
Work with other functions to remediate data errors and/or gaps where required
Institute and document a strong process control environment
Deliver findings and recommendations in a report format to management. Persudes and influences others through developed comminications and diplomacy skills with colleagues in other areas as well as external agencies
Present to Consumer Relief, Citi Holdings and Citigroup management on the progress of testing and reasons for any gaps
5+ years audit, quality control or regulatory control testing skills experience that demonstrates the ability to execute complex testing activities
Strong statistics background with demonstrated experience in statistical sampling/modeling
Must have experience with Excel
Experience supervising employees engaged in detailed work
Must be able to manage projects and meet deadlines

Rohq-fro-solutions Lead Analyst Resume Examples & Samples

Support migrations management from opportunity assessment and scoping to MoU process, to migrations tracking and reporting
Service Delivery Management: Set standards on how customers experience the manner by which CSS provides services
Benchmark experience standards of CSS with the best practices of servicing being provided by other Citi groups and other companies
Enhance the capabilities of CSS talent in providing extraordinary services to customers and key partners
Resource and location strategy, headcount analysis by Center and Process, capacity planning, process taxonomy/heat maps, performance management including productivity metrics and balanced scorecard and project management support
Business reviews with CSS, Finance, business partners, regional controllers and risk
Provide analytical insights into issues and concerns impacting the Center, escalate issues and propose management actions to mitigate risks; this will require analytical skills to effectively monitor headcount and movements (plan against actuals and actuals vs. planned space capacity and against forecast), risks to the Finance processes, provide insights to emerging trends and engage relevant stakeholders on observable risks in order that appropriate solution can be implemented to mitigate the risks
A high curiosity on process improvement is also required for the role to further improve the operations management process
Skills commensurate with a bachelor’s degree or higher (accounting background is preferred)
At least 5 years of relevant experience is preferred
Provides analytical insights, issues and/or concerns and recommends sound solutions to mitigate risks
Articulate
Determines what information to communicate when and to whom
Shares information, seeks feedback, and provides appropriate follow-up to ensure understanding of both message and intent
Strategic in outlook
Clarifies strategy and long-term objectives
Translates business strategy into practical operational plans with clear objectives
Adapts plans to reflect changing environment
Identifies issues and underlying components, considers alternative solutions by weighing potential risks and impact against desired outcome
Business awareness and commercially focused
Leadership and strong management skills
Works effectively with others ad builds relationships to achieve common goals
Results oriented and project management skills
Works towards agreed upon goals in a timely manner and sets priorities to constructively address needs of stakeholders and ensure timely delivery
Planning/organizing skills
Sets priorities to map out the needed course of action to achieve goals
Seeks inputs from others and adapts work schedule to respond to changing timelines and expectations
Has a lot of initiative
Demonstrates proactive approach in carrying out responsibilities without reminders
Works independently with minimal direction or structure as required for the role
Takes additional self-motivated steps towards assuming additional challenges which benefits the broader organization
Innovative
Generates new ideas
Thinks out of the box
Identifies unique approach to achieve results

Solutions Lead Analyst Resume Examples & Samples

Coordinate with stakeholders and finance managers and work with users to identify requirements and be responsible for Business Requirement Documents (BRD’s), using use cases, workflow, screen mock-ups, and spreadsheet models
Perform data analysis on securities and transactions to identify the root cause and the resolution of the issues
Coordinate with business and technology partners to get feedback and sign offs
Oversee and steer functional requirements process with technology partners
Coordinate and provide analysis and interpretation of UAT results
Reconcile trades and positions from different sources
5+ years experience in business analysis, financial reporting, system integration, business transformation, project management
Be able to manage project milestones and risks
Understand the trade offs and the limitations of technology
Be able to identify opportunities to solve business problems
Bachelor’s Degree; advanced professional qualifications are considered a plus

VP, Capital Markets Treasury Lead Analyst Resume Examples & Samples

Pricing, negotiation and execution of issuance and buyback transactions
Support the reporting processes to senior management and regulators
Oversee day to day execution of Citigroup’s common stock repurchase program
Experience analyzing bond and hedge instruments such as interest rate swaps, cross currency swaps and options
Strong Excel and PowerPoint skills including data lookups and pivot tables
Bachelor's degree required, relevant Master’s degree or professional designations a plus
Understanding of hedge accounting standards a plus

BP&A Lead Analyst Resume Examples & Samples

Serve as lead analyst for NA/INTL automation projects, including forecasting and analysis of costs and benefits
Responsible for producing monthly Corporate scorecards
Partner with PMO to capture projects update for NA & International initiatives
Maintain monthly change log & waterfall of benefits
Responsible for variance explanations: Actual, Forecast & Plan
Deploy and administer GCO PROJEX database
Maintain existing monthly report sets, expand existing reporting & ad-hoc reporting as needed
Coordinate monthly reporting submissions from designated contacts points across LOB & Functions
Partner with Finance to reconcile monthly finance submissions to PMO derived data
Partner with Finance to resolve 2015, and beyond, project level data gaps
Design, develop and deploy an International Automation Finance submission process
Ad-Hoc analysis requests as required
Intermediate to expert knowledge of MS Office products: Excel & Power Point
Ability to convert complex excel models into a database environment for enhanced reporting and analytics
Working knowledge of multi-dimensional database (Essbase, TM1, etc)
Ability to work in fast paced – changing environment -- tight deadlines
Excellent listener / communicator
Problem solving, ability to connect the “dots”

VP, Solutions Lead Analyst Resume Examples & Samples

7+ years of project management and delivery
Experience in Financial Services
Working knowledge of Investment Bank Trading Instruments
CCAR Financial or Regulatory Reporting experience a plus
Experience with large complex data sets critical
Understanding of data structures, systems and relational databases
Strong Excel and PowerPoint/Presentation skills required
Ability to independently manage own work across initiatives, exhibiting a high degree of flexibility; productivity and ability to multi-task is a must
Strong communication skills required (written, verbal, active listening)

Fin Rep Manager / Lead Analyst Resume Examples & Samples

7+ years Finance, Credit Risk, or Operational experience
Must possess superior reconciliation and data quality analytics background and skill sets to oversee/perform reconciliation and data quality analytics
Prior managerial experience required
Strong interpersonal/communication skills (oral and written) and confidence to work with multiple business partners and all levels of management

P&A Lead Analyst Resume Examples & Samples

5+ years of relevant experience preferably within the Financial Services
Excellent interpersonal, communication, and leadership skills
Proven track record of interacting and influencing senior finance and business leaders
Ability to manage cross functionally in a fast paced matrixed environment
Must be technically proficient with Hyperion, Essbase, Access. Programming experience a plus

Chargeback Team Lead Analyst Resume Examples & Samples

Maintain extensive knowledge of current Payment Brand Rules and Regulations as it relates to the dispute cycle and exception processing
Manually matching disputes that did not auto-match
Analyze and determine proper disposition for representment rejects
Provide support to all Analysts with chargeback and exception processing and resolution
Run various reports which may be daily or monthly
Handle email inquiries from other departments and issuers
Assist and support Relationship Manager/Specialist for the Major Account chargeback/retrieval inquiries
Manage difficult situations effectively
Ability to work within an extremely fast changing and at times stressful environment
Demonstrate exemplary team working skills by maintaining a professional, positive and supportive attitude
Minimum of 3 years of chargeback experience including exception processing
Ability to learn processes and technical concepts quickly
Ability to plan, organize and manage multiple tasks and prioritize
Knowledge of computer software systems including Word and Excel

O&t-transaction Services Lead Analyst Resume Examples & Samples

Develop a strong understanding of customer interaction, documentation issuance, review and system setups
The role demands a high level of diligence, motivation and organizational skills. You will focus on timely and accurate delivery of all account opening functions, as well as delivering superior customer services and resolving customer issues to maintain customer satisfaction
To do seamless coordination with all internal stakeholders for all project related activities, like BRD, FRD reviews, and signoffs, to ensure that the BRDs and FRDs are in conformation to the Citi product and process requirements
To ensure that the approach of the team is focused and all deliverables are met in conformation to the committed timelines
To ensure excellent rapport with internal stakeholders including peers and seniors and duly provide inputs to the team and ensure timely resolution of all issues, wherever there are business risks and the issues need to get addressed such cases should be raised to the senior’s forum for appropriate action and advice
To ensure that every member of project team is accountable for the project deliverables not only within their specific purview but also together as a team on the overall delivery

Trans Srvcs Lead Analyst Resume Examples & Samples

Bachelor’s degree in business or related field required
Strong Treasury & Trade Solution (TTS) product knowledge: cash management, trade services, trade finance, commercial cards, account services
Bilingual (English-Spanish) required. In addition Portuguese is a plus
Operational and risk and control mindset. Ability to identify control weaknesses in an operational environment
Leadership, Motivation and Influence Skills

Latam Fp&a Icg O&t Lead Analyst Resume Examples & Samples

Bilingual: English and (Spanish preferred)
Committed with the desire to achieving goals and targets
Technological skills to manage databases: Essbase

Lead Analyst Enterprise Risk Resume Examples & Samples

Execute on work activates using a good understanding of Enterprise Risk concepts and basic business knowledge
Drive proactive risk identification and mitigation
Conduct Enterprise Risk Assessments
Prepare various reports and presentations for management
Basic knowledge / experience in Risk and or Finance
Cross-functional business experience

Lead Analyst Liquidity Management Resume Examples & Samples

Develop a deep understanding of the Basel III / U.S. regulatory requirements evolving around liquidity risk monitoring, management and reporting
Assist with establishment of routines and procedures that ensure timely collection of liquidity regulatory reporting data, in addition to operating mechanisms and variance analysis to review and verify the data collected
Assist with establishment of routines for the consolidation of liquidity regulatory reporting data, in addition to supporting the build and ongoing maintenance of tools and processes necessary for this purpose
Assist with analyzing, monitoring and reporting GECC’s sources of liquidity and liquidity risk, providing legal entity, currency and structural liquidity views of the balance sheet
Assist with the ongoing production of liquidity risk management metrics, analysis and reporting at the consolidated GECC as well as specific-legal entity level
Participate in in ad-hoc initiatives involving analysis, reporting, evolving internal and external requirements, etc., as called upon from time-to-time
The role provides a great opportunity to build liquidity risk expertise and grow with the team over time
Motivated team player with good communication skills
Working knowledge of Visual Basic programming
Strong communication skills demonstrated across boundaries and multiple layers of an organization
Demonstrated success in delivering projects and driving process simplification
Ability to manage multiple, competing demands and audiences

Lead Analyst Ccr Deployment & Analytics Resume Examples & Samples

Leading analytics to quantify the potential business benefit of CCR information to GE through carefully crafted analytics and a structured, data-driven approach
Educate the business and broader Risk community on the opportunities and potential impacts of CCR information on Risk strategies and appetite; lending and other operational processes
Provide guidance / direction / subject-matter-expertise on how CCR information may impact / shape future credit risk strategies
Use a data driven approach to recommend CCR risk strategies for early consumption, transitional phase and potentially stable state
Maintain / modify CCR benefits models to ensure accurate and realistic forecasts are input into planning sessions / project forecasts models
A successful track record in Consumer Risk and / or Credit Management (
5 years +)
People management experience advantageous
Previous experience in dealing with external parties (communication focus)
Solid portfolio management skills (e.g., setting Risk strategies; forecasting etc.)
Risk experience that spans across credit life cycle and GE consumer products; ideally across secured and unsecured lending as well as all aspects of credit lifecycle
Data mining expertise. Experience with extracting, manipulating large sets of data to derive business insights
Working knowledge of decisioning capability and data repositories (ideally within the GE Capital Consumer businesses ANZ)
Advanced knowledge of analytical tools e.g. SAS, CHAID etc
Strong numeric reasoning. - Influencing and negotiation skills. - Excellent written and verbal communication skills - Strong facilitation and presentation skills

Lead Analyst Av Encryption Technologies Resume Examples & Samples

Drive communications throughout the business to include upcoming releases, config updates, and issues
Establish and Drive GE Capital Global working group including technical and security experts across the businesses
Ensure appropriate testing and validation with existing security tool sets in Capital
Lead global solution,improvement, and simplification projects
L4 Escalation point and global SME for AV and Endpoint Encryption
Act as a single point of contact within GE Capital for Corporate and the GE Businesses
Ensure compliance to GE software and IT security policies
Partner with IT security, business teams, and Corporate solution provider
Bachelor's Degree (or minimum 4 years of equivalent work experience) with minimum 2 years of IT experience Eligibility Requirements
Must be willing to work out of an office in Van Buren Township, MI or New Orleans, LA
Demonstrated success at project management
5 years of experience in IT roles
Knowledge of McAfee AV, Endpoint Encryption
Knowledgeable about security and compliance
Willing and motivated to learn and develop new technologies within the data loss prevention and security arena
Established organizational, planning, and project management abilities
Ability to embrace change and drive it through the organization
Previous experience delivering information security solutions
Strong communication skills and experience working in a global, multicultural environment with flexible working hours #DTR

Lead Analyst Resume Examples & Samples

Proactively manages changes in project scope, identify potential crises, and devise contingency plans
Leads the analysis, requirement development, design, documentation, implementation, and maintenance of IT solutions to support business processes
Manages activities of project team resources to support and deliver solutions relating to the projects
Supports, advises, assists, guides, and resolves problems for client leaders and users
Works as a partner with business stakeholders and users to evaluate / improve business processes and arrive at mutual, cost effective solutions
Ensures conformance to system architecture, standards, and practices
Performs tasks related to scheduled SOX, internal and external IT Audits
Prepares and present project plans, status reports, cost / benefit studies, and recommend funding and resources
Acts as a change agent for business processes
Utilizes in-place Project Management process to manage new application development projects for Originations, Operations, Risk, Finance and Marketing through complete project lifecycles
Interacts with business users to gather and validate requirements and develop detailed specifications and designs for new architecture
Leads architecture design and code reviews
Leads systems, integration and user acceptance testing, and roll-out of new applications
Experience developing and executing project plans
Possesses project management skills and presentation skills
Demonstrated skills of project initiation, scoping, resourcing, scheduling, risk management and communication
Knowledge of financial services industry and basic finance principles
Knowledge of SOX Compliance requirements
Possesses creative and problem solving skills
Ability to balance multiple projects and teams concurrently
Keeps up to date with enabling technologies and works as a partner to promote their use

Lead Analyst Foreign Exchange Resume Examples & Samples

Responsible for daily designation of FX trades, cross currency swaps and interest rate swaps for accounting purposes
Analyze cash pool activity for GEFM, GECC, GECETS and other cash pool headers on a daily basis
Perform analysis of rollover trades on a daily basis
Analyze spot and forward notional differences daily and escalate large variances to management
Designate Net Investment Hedge trades on a daily basis and perform analysis of changes in notional activity daily
Reconcile reports to sub-ledger on a daily basis
Preparation of daily End of Day Deal Review report and presentation to management explaining the trade activity and business reasons behind the trades
Prepare weekly exposure report to ensure all trades are packaged and designated for accounting purposes
Prepare weekly Equity Capacity report to ensure we have sufficient capacity to designate trades as Net Investment hedges
Escalate any risks or under capacity issues to management. De-designate and designate trades in accordance with policy
Prepare notional walk for Net Investment hedges on a daily, weekly, monthly and quarterly basis
Provide support to manager regarding cash repositioning and other transactions
Maintain Sarbanes-Oxley 404 compliance through documentation and updating procedures as required
Automate daily processes and continue to look for process improvements and efficiencies
Frequent interaction with Front Office, Controllership, FCS, TAG and Exposure Management
Minimum of 2 years of finance or accounting experience
Demonstrated oral and written communication skills
Proficient use of financial systems and Microsoft Office (eg. Excel, Word, PowerPoint)
Minimum of 4 years of finance or accounting experience
Demonstrated ability to manage multiple priorities.CPA or Equivalent
Preference will be given to candidate with operational knowledge of foreign currency derivative products and working experience of ASC 830, 815 (FAS 52, 133)
Public Accounting Background with prior work experience in Finance, Capital Markets or Treasury
Prior experience with treasury management systems/applications is a plus

Lead Analyst Production Control & Deployment Resume Examples & Samples

Maintains operation by monitoring the integrity of systems and vendor teams to meet established standards and agreed SLAs
Determines project approach, effort, scope and schedule, team member roles and expectations, and ensures resources are used efficiently and work load is balanced
Identifies processes required to effectively assign and measure resources dedicated to system production support
Participates in the Issue Management process
Accountable for root cause analysis, resolution, and reporting of system outages, degradations and application errors
Coordinates efforts with users, vendors, and other team leads (i.e. infrastructure, other application, network teams, etc.) to determine the origin of application and communication errors and lead the escalation process for issues
Contributes individually to projects, work groups, and/or teams
Serves as a business adviser/resources for others
Leads projects or work groups that are task-oriented and temporary in nature
Leads ongoing functions and has responsibilities for driving results by leveraging company resources (human, financial, knowledge) of other internal organizations (departments, divisions, or plants) which do not report to the position
Bachelor's Degree (or a minimum 4 years of equivalent work experience) with a minimum 2 years of IT experience Eligibility Requirements
Must be willing to work out of Van Buren Twp, MI or Danbury, CT
Proven track record and expert knowledge in production control and deployment or application development of multiple financial services applications, including but not limited to client/server or web-based architecture, Windows Advanced Server, UNIX, Linux, Citrix technology and mainframe based applications
Experience utilizing deploy automation tools such as Urbancode Deploy. Knowledge in on-boarding, optimizing utilization, streamlining set up and execution
Experience in supporting various Oracle and SQL databases
Experience with applications using Java, VB or using .NET Technologies
Proficiency in ITIL processes, including Incident Management, Problem Management, Change Management, Release Management and Configuration Management
ITLP Graduate
Ability to work effectively in a culturally diverse work group
Ability to multi-task across multiple projects and teams
Minimum 6 years of work experience in IT
Experience with Project Management methodology
Experience leading technical and business teams on IT projects
Experience in developing work effort estimates using top-down and bottom-up approaches
Demonstrated success in using facilitiation and influencing skills to develop long-term relationships
Working knowledge of IT systems, current technology advances, and IT capabilities

Lead Analyst Modeling Resume Examples & Samples

Develop, implement and manage holistic strategies for modeling (design, development, validation, calibration, documentation, approval, implementation, monitoring and reporting), in collaboration with Risk Modeling Leader
Conduct analytics to validate the performance of existing quantitative risk models, recommend changes, and support gap closing projects Lead modeling data capture, gathering, mastering and maintenance in support of modeling databases, in collaboration with platform resources
Graduate degree in Risk related field (Accounting, Finance, Economics, Math/Stat or Operations Research with Quantitative underpinning); FRM and CFA a plus
Familiarity with Basel Initiative, Treasury operations and regulatory matters
Strong knowledge of commercial finance
Self-starter, ability to work independently in a fast paced environment and deliver solid action oriented results quickly
Operational understanding of and experience with Model Risk, and balancing sophistication with simplicity (Ockham's Razor) Excellent oral and written communication skills Strong interpersonal and team management skills

Capital Analysis & Review Lead Analyst Resume Examples & Samples

Support overall Wholesale CCAR Template production Process, including interacting with Data Providers, Platforms, IT & other HQ Risk Groups to ensure issues are appropriately identified & ultimately remediated
Develop reporting packages/metrics on various topics, including data quality, data governance, system enhancements, etc.; interact with the Platforms as well as HQ Risk
Enhance subject matter expertise in CCAR reporting requirements, Data Governance & Data Quality metrics, engaging with the Fed, consultants and/or other banking institutions for relevancy & best practices, as needed
Support ad hoc projects to further enhance and improve overall Data processes, given either internal changes to the CCAR process or to externally imposed requirements from the Fed
Engage on key enterprise-wide data initiatives & projects as the CCAR Subject Matter Expert and act as decision maker on design, requirements & deliverables with the goal to further CCAR compliance
Engage with CCAR Run team as liaison for Fed Feedback – develop process to close out questions & remediate issues in a timely manner
Must be willing to work out of an office in Norwalk, CT
Background and / or familiarity with data management initiatives

Lead Analyst Capital Management Resume Examples & Samples

0, Enterprise Risk Management dashboards and ad hoc requests involving quantitative risk models and analytics. Drive communication and training needs pertaining to quantitative risk assessments, collaborating with GECC, Functional Leaders and Platform Leaders within GE Capital-Americas as needed Establish and maintain strong relationships with key functional stakeholders (Risk, Finance, IT, Ops) Develop and maintain strong individual and team performance
Bachelor’s Degree or High School diploma/GED and 5+ years of work experience in an accounting, finance, or audit role(s)
Must be able to work to tight deadlines with multiple priorities
Undergraduate degree in Risk-related field (Accounting, Finance, Economics, Math/Stat with Quantitative underpinning)
FRM and CFA a plus
Familiarity with Basel Initiative, business operations and regulatory matters Underwriting, portfolio management, financial planning & analysis experience
Strong knowledge of commercial finance and Economic Capital
Demonstrated ability to lead, support and own initiatives from beginning to end
Self-starter, ability to work independently in a fast-paced environment and deliver solid action-oriented results quickly
Exposure to confidently presenting to Senior Management

Lead Analyst, Fp&a Resume Examples & Samples

University degree in finance/economics or business administration
Prior experience in GE Capital Finance
Independent thinking and analytics
Clarity of thought and influencing skills
External focus
FMP and CAS background

Lead Analyst Resume Examples & Samples

A minimum of five to seven years experience in a computing or information science environment
Bachelor’s degree, or equivalent experience, in Computer Science, Mathematics, Statistics, etc. or related field
Strong organizational, analytical and interpersonal skills required. Proficiency with personal computers and programming in SAS, Easytrieve, COBOL, SQL, PEARL, or JAVA, strong query writing skills necessary
Excellent interpersonal, presentation, and written and verbal communication skills

BP&A Analytics Lead Analyst Resume Examples & Samples

Must have highly developed analytical abilities, able to analyze situations, challenge assumptions, develop analytical methodologies, present/defend conclusions and recommend action plans
5+ years of Database Administration Experience involving large databases using MS SQL Server 2008 R2 , including OLTP and OLAP data warehouse environments
8 + plus years experience with TSQL preferably in the financial industry
3-5 years experience with SQL Server Integration Services (SSIS), and SQL Server Analysis Services (SSAS)
2+ years experience with .net technologies preferred
2+ years experience with SQL Server Reporting Services (SSRS) preferred
Advanced use of Microsoft Excel and Access is required

P&A Lead Analyst Resume Examples & Samples

Management of local analyst(s) dedicated to support of NIR
Responsible for forecasting and yield analysis of 1st mortgage products
Responsible for forecasting and analysis around REL balance sheet
Participate in monthly Treasury Risk NIM simulations
Participate in bi-annual 3-Yr Comprehensive Capital Analysis and Review (CCAR) forecast submission
Participate in monthly & quarterly “close” and forecast process
Participate in numerous adhoc requests
Minimum of 7 years of Financial Analysis experience
Attention to detail and accuracy extremely important
Ability to build relationships both within a workgroup and across operational departments
Must work closely with REL Controller group, Risk Management, Portfolio Management, Mortgage Treasury, and Investor Reporting

Cass Adherence Lead Analyst Resume Examples & Samples

Providing support to decentralised teams with regards to their interpretation and application of the CASS rules. Further to this, influencing the decentralised CASS adherence functions when necessary to ensure they are meeting their day-to-day responsibilities
Using a variety of data sources including quality assurance testing, control attestation and breach analysis to identify trends and further to this to act to close any control/knowledge weaknesses
Own the delivery of strategic CASS projects as defined and agreed by the CASS Steering Committee
Working with Compliance and the UK Regional Management Team to interpret new/changes to CASS rules; overseeing implementation of changes to processes, controls & documentation
Preparing the material for the various CASS Governance forums from regular Steering Committees through to Board meetings

Lead Analyst Resume Examples & Samples

Define and deliver on design decisions, requirements, use cases and process maps for the future state
Coordinate with internal and external solution providers to define functionality needs and assist in configuration and build effort Design and execute solution testing and training
Bachelors Degree in finance, accounting or related field and at least 4 years of experience within a corporate treasury organization or financial services business
Minimum 2 years of experience with analytical exercises
Strong Proficiency in MS Access and Excel
Must submit your application for employment through gecareers.com to be considered (Internals
Graduate of GE Leadership Program, FMP Green Belt certification
Prior experience with treasury management and hedge accounting systems/applications is a plus, particularly Wall street Systems Suite product
2+ years of experience related to FX derivative instruments, including understanding of use in risk management, related hedge accounting strategies and methods, leading practices and associated system based solutions
Working experience with FAS 52 and FAS 133

P&A Lead Analyst / Team Lead Resume Examples & Samples

Bachelor's degree in Finance or Accounting, MBA preferred
8+ years of relevant experience preferably within the Financial Services; Experience with FP&A preferred, knowledge of Card products a strong add but not required
Excellent written and verbal communication skills with strong attention to details - this individual will be engaging across a number of cross functional teams so solid communication skills (including good English) are a must. Additionally, as a good deal of this person responsibility revolves around reporting and presentation, a proven ability to both prepare well thought out presentation materials is strongly preferred
Strong analytical, strategic and cognitive skills essential – the ability to identify and implement process improvement recommendations for financial & business reporting will be critical to success in this role
PowerPoint and Excel proficiency required

Gwfo Lead Analyst Resume Examples & Samples

Bachelor’s degree with business emphasis preferred or equivalent experience
6-9 years+ business experience, WFM, and / or Marketing
In-depth knowledge of Microsoft Office products, with advance experience in PowerPoint, Excel and Access
Strong technical aptitude and analytical skills
Marketing and / or communications experience
Excellent leadership, negotiation, decision-making, and problem-solving skills

Transaction Svs Lead Analyst Resume Examples & Samples

Analyse changes proposed to include impact on operations/partner systems, Ensure quality management system is implemented, maintained and regularly reviewed for process improvements and accuracy
Communicating progress of the project(s) to relevant parties and/or Section Manager, Department Manager and Senior Management
Ensure documented reviews of project documentation takes place
Ensure Project deliverables are unit and system tested
Knowledge of CTS applications a bonus

Lead Analyst Resume Examples & Samples

Influences and leverages relationships with EY executive leadership to impact the oil and gas community and firmwide objectives
Provides deep analytical insight and understanding of the oil and gas stakeholder community based on a detailed knowledge of the sector's dynamics and drivers
Partners with executive leadership, providing a big-picture perspective; responsible for advising stakeholders regarding changes amongst key accounts and assessing the impact of those changes on internal strategies and plans
Recognized as a respected professional in the industry; undertakes client-facing activities, facilitating insight and thought leadership, and contributing to the creation of industry-specific solutions
Directs the development of subject-matter material that assists in selling and service delivery to clients; supports existing engagements and builds EY's presence in the marketplace through white papers, thought leadership, conference presentations, client meetings and other market-facing activities
Teams with individual coordinating partners to bring deeper insight and marketplace perspective to priority engagements and builds strong relationships within priority account teams
Responsible for the execution of strategic and complex knowledge-driven initiatives; provides deep analytic insight and understanding of the business, priority accounts and interconnections across business functions
Acts as a role model within the community and positive influences change by leading by example; champions knowledge-sharing behaviors; connecting people, encouraging enterprisewide sharing, and appropriately leveraging and reusing existing collateral
Coaches/mentors and counsels senior analysts on the sector knowledge team
Develops and articulates a strong point of view across both the sector community and geographies
Confident in understanding multiple business drivers (and their impacts at strategic and tactical levels)
Experienced in business development, identifying opportunities for either the firm or for a specific client
Experience in the accounting, tax or advising industries, with a demonstrated ability to recognize and link industry/sector events to implications for the accounting industry would be a distinct advantage
More than ten years experience in business analysis, industry research, management or business performance consulting, either directly in the oil and gas industry, or directly related to the oil and gas industry
In-depth understanding of the oil and natural gas supply chain, including
Succinct and structured oral and written communication skills
Outstanding presentation skills
Confident to build a network of internal and external contacts to help shape point of view
Takes ownership for delivering customized projects with a high degree of autonomy
Manages multiple, highly complex projects simultaneously

Tts-trans Srvcs Lead Analyst Resume Examples & Samples

Analyze, document and make recommendations for changes to existing or new business processes
Serve as a client advocate
Leverage available reporting and tools to develop and drive action plans to improve our overall delivery to clients
Monitor communications generated by the Business Command Center and engage appropriately whenever to assess NA client impact. Ensure constant communication throughout event to NA Management Team and Service floor, including client impact and temperature
Facilitate and assist in the development of needed information technology tools, reports and efficiency measures to be used by management and staff
Foster a success-oriented environment with defined accountability and focusing on the highest level of quality service provided to our clients
Ensure departmental flexibility to meet each client’s unique requirements, while maintaining the consistent practices that maintain efficiency & mitigate risk
Maintain reporting on 'Must Win' initiatives to ensure that there is a consistent focus on improving client experience
Assist in the execution of a new Client Differentiated Model and CSO/client migration
Work closely with departmental managers and their staff to ensure we are leveraging existing technology in the most cost effective and efficient way
Work with internal partners and external vendors to ensure a positive post sale experience
5+ years of banking experience
Proven success as a leader and indirect influencer
Highly effective at training, coaching and mentoring others
Superior ability to Multitask
Effectively utilizes tact and diplomacy in working with people across hierarchical, functional and or cultural borders

Product Control Lead Analyst Resume Examples & Samples

Delivers on time high quality audit reports, Internal Audit and Regulatory issue validation and (where appropriate, branch examinations, as well as business monitoring and governance committee reporting
Manages a complex and critical unit within Internal Audit, including a medium sized team of Internal Audit professionals. Recruits staff, develops talent, builds effective teams, and manages a budget. Possesses a broad and comprehensive understanding of different Internal Audit standards, policies and local regulations; applies a broad and comprehensive knowledge of high risk areas including: Consumer or Investment Banking, technology management; project/program management; regulatory compliance or supplier management
Leads the professional development of Internal Audit staff
Applies an in-depth understanding of the inter-relationships of business and support units throughout the corporation and how they impact the overall control environment and the audit approach
Demonstrates strong judgment, political astuteness, and sensitivity to cultural diversity
Possesses strong project management and interpersonal skills, makes sound decisions, exhibiting initiative and intuitive thinking. Consulted often by others for advice and opinions and recognized as a leadership role model
Participates in major business initiatives and pro-actively advises and assists the business on change initiatives
Frequently involved in matters that require complex judgments and solutions based on sophisticated analytical thought such as identifying solutions for a variety of complex and novel audit control issues. Analyzes reporting findings; Recommends appropriate interventions where needed. Proposes creative and pragmatic solutions for risk and control problems. Partners with Directors and Managing Directors to develop approaches for addressing broader corporate emerging issues
Serves as lead reviewer for all types of reviews, including the most complex
Reviews and approves Business Monitoring Quarterly Summaries
Applies a broad and comprehensive knowledge of high risk areas including: Consumer or Investment Banking, technology management; project/program management; regulatory compliance or supplier management
Team player, interacts well, and creates synergy in team environment. Able to work with cross-functional teams

Quality Lead Analyst Resume Examples & Samples

Experience in managing multiple projects in a fast-paced environment
Hands-on experience in survey design and report writing
Excellent time management, job prioritization skills, detail oriented and can multi-task
Experience with social media monitoring and web analytics is a plus

Lead Analyst Consolidated Alm Resume Examples & Samples

Designs, implements and maintains the application-specific blueprints, life-cycle plans, and road maps
Defines detailed functional and technical specifications required to satisfy business requirements for programs, projects, and releases
Communicates design, functional, and technical specifications to development team
Completes tasks, reporting status and work assignments in a timely fashion
Work closely with Risk and IT teams to produce business requirements, functional design documents and test plans/cases for various data integration projects
Actively engage in developing/updating the data dictionary, source to target data mappings, and design of end user reports/dashboards
Collaborate with data architects and technical resources in the building of data models (logical and physical) and future state architecture
Engage in the design and build phases of the project and collaborate with functional and technical resources to develop and implement system integration and functional test plans
Provide direction to vendor resources on how to integrate Treasury data with the vendor solution
Translate complex financial concepts into IT terms to facilitate testing by QA and other IT groups
Troubleshoot and explain QA and UAT findings that may arise and act as a liaison between the functional and technology teams to track and resolve issues
Develop a deep understanding of Treasury data and its use within the existing Data and Reporting solutions
Bachelors degree (or 4 years equivalent work experience) with 2+ years IT experience
Working knowledge of SQL – must know how to write queries for data analysis
Working knowledge of MS Excel and MS Access
Analytical thinking and attention to detail
Financial services background that includes some experience with short term and long term funding products, derivatives, short term investments & cash equivalents
Understanding of some Interest Rate, Credit/Market, Liquidity, and Operational Risk concepts
Experience working with large scale data and reporting projects using commonly known database technologies and Business Intelligence (BI) tools
Business experience that includes working in a Financial Services organization (preferably Treasury or vertical business)
Good interpersonal skills, ability to establish and maintain close working relationships with IT team members and business associates
Excellent communication, analytical and technical writing skills
Good presentation skills using MS PowerPoint, Visio and other tools
Execution and result oriented; ability to initiate and maintain progress
Understanding project management methodology and processes
IMLP, FMP, RLP or related leadership programs

Lead Analyst Controllership Resume Examples & Samples

Lead the implementation of legal entity level operational controls, including enhanced metrics, analytics and reviews during the fiscal closing process
Support the implementation of legal entity accounting procedures to ensure accurate presentation of USGAAP financials at a legal entity level for Regulatory reporting
Partner with the Risk and Regulatory teams to complete the annual Recovery and Resolution Plans for Material Legal Entities within Capital International
Perform financial statement analysis of legal entity financials as part of the fiscal close
Work closely with Regulatory Reporting teams to drive control enhancements and synergies at the process level, leading to greater efficiency in Y11/2314 reporting
Partner with the GE Capital Legal Entity Simplification COE to drive legal entity and management entity simplification across Capital International
Work closely with Legal, Tax and Treasury to ensure controllership rigor around management entity and legal entity elimination
Work closely with LE controller and NEG team for resolving Negative equity positions
Work closely with Capital International platforms on common control accounting
Minimum 5 - 7 years of finance or accounting experience
Financial Management Program (FMP) grad and/or Corporate Audit Staff (CAS) grad
Knowledge of and experience working with GE Capital International business units

Balance Sheet Management Lead Analyst VP Resume Examples & Samples

Prepare interest rate transfer pricing and cost of funds actual results, forecasts and budgets for Citi Businesses and Citi Treasury
Actively participate in the development of analytics to measure the impact of funding methodology changes and new transfer pricing constructs, including transfer pricing yields and Net Interest Margin (NIM) impact
Manage tasks related to potential business disposition/M&A initiatives by performing breakage cost, rate sensitivity and duration analysis for the Business' assets and liabilities
Actively manage relationships with Business’ finance and treasury teams on various transfer pricing related matters
Implement, use and enhance CALM (Citi Asset Liability Management) and other transfer pricing systems to support analytics related to Business' actual and projected cost of funds
Coordinate/participate in transfer pricing reengineering initiatives
Manage ad hoc requests from management, businesses and corporate as needed
Minimum 5 years of relevant finance experience, preferably in an analytical role within the Financial Services industry
Solid understanding of finance and accounting principles
Strong analytical skills with critical thinking capabilitie
Bachelor’s Degree in Finance /Accounting / Economics
High energy with the ability to work independently and multi-task in a fast pace environment
Ability to interact with all levels of management, strong interpersonal and communication skills
Well-developed aptitude with databases and other desktop applications, strong spreadsheet knowledge (functions, macros, etc.)
Proactive work ethic and strong team player

Product Control Lead Analyst Resume Examples & Samples

Record daily accruals with accuracy and properly reflect revenue allocations in regional estimates
Daily / monthly reconciliation of syndicate cash accounts
Perform price verification analysis on syndicate positions
Daily reporting of Citi’s underwriting commitments in compliance with FINRA guidelines
Perform timely ad-hoc analysis in support of business needs or on behave of Finance initiatives
Foster client relationships through daily interaction with professionals throughout respective businesses
Prepare and facilitate materials for internal and external audit reviews
5+ years of experience in Finance and/or Accounting
Proven leadership skills with the ability to lead projects and small teams

Funding Structures Lead Analyst Resume Examples & Samples

Drive the general accounting operations
Interpret and implement GE General Accounting procedures (GAP) and Generally Accepted accounting principles(GAAP)
Controllership for intergroup loans and liaise with international affiliates
Drive the quarterly closing and reporting processes coordinating external and internal information requests
Prepare financial statements, quarterly reviews and summarize the results for the Controller
Active participation in strategic initiatives driving simplification, standardization and automation of inter-company funding activities is imperative
Enhance and strengthen Controllership and reporting over several legal entities actively participating in inter-company funding and multi-currency loan management
Timely collection of Regulatory Reporting within area of focus Perform detail validation work on the data collected and address or escalate further any unexpected results or inconsistencies in data
Drive operation excellence in above areas and offer solutions to further enhance processes
Apply solid knowledge of Finance concepts and principles to Regulatory Reporting
Perform analytical review including variance analyses for purposes of team and management assessment of accuracy of regulatory filings
Help optimize the legal entity funding of the business, while ensuring regulatory compliance, by working closely with ICF Front Office, Middle Office, Businesses, Tax and Corporate Treasury
Liaise with the governance teams to ensure compliance for the US Legal Entities
Ensure Sarbanes-Oxley compliance by documenting and updating operation procedures including testing in line with GE approved criteria
Provide support on various strategic projects
4+ years of finance or accounting experience
Demonstrated ability to manage multiple priorities. Experience with Regulatory Reporting
Strong analytic skills to clearly link financial results to operational performance drivers, generate alternatives and drive positive change
Ability to prioritize/multitasks and work effectively under time constraints and fast paced environment
Experience working in complex corporate environments (i.e., multiple systems, multiple products/businesses, multiple reporting environments, multiple GAAPs, multiple regulations, legal or country jurisdictions
Experience with the closing and reporting process

Lead Analyst Counterparty Risk Oversight Resume Examples & Samples

This role is responsible for leading and managing the Financial Institution Probability of Default (PD) and rating methodology models used for reviewing and analyzing counterparties to determine appropriate risk appetite. Model functions include develop inputs and drive development of these models to ensure compliance with current and future regulatory requirements. This role is responsible for modeling and assessing risk inherent in existing treasury investments
Lead and manage the Financial Institution Probability of Default (PD) and rating methodology models; Support validation process
Drive development/ remediation of counterparty credit risk models across Risk Oversight
Coordinate changes on policies & procedures, impacted by model design
Drive governance around model changes or updates, and ensure approval at relevant Risk and Model committees; Support the Risk team on the audit and regulatory reviews of PD and Rating methodology models
Perform credit risk analysis of financial institutions and other counterparties
Perform gap assessment against industry standards/regulatory requirements on credit risk rating methodologies and credit risk measurement– work cross-functionally to close gaps
Liaising with Treasury, Risk, Legal and Compliance to measure and manage counterparty credit risk
Develop and present credit risk analytic reports for management, business partners, various risk committees and regulators
Interact and partner with Treasury finance in order to obtain, understand, analyze and draw
1) Bachelor's Degree and minimum of 3 years of finance experience in a wide range of markets, OR 2) Master's Degree and 1 year of finance experience in a wide range of markets;, OR 3) In lieu of Bachelor's Degree, a minimum of 9 years of finance experience in a wide range of markets
Market Experience can include: experience in debt capital markets, consumer banking/financing business, and/or corporate planning
At least 1 year of experience in a regulatory environment
At least 1 year of experience in building credit, market and/or valuation models

Lead Analyst Fp&a Match Funding Resume Examples & Samples

Support the management of internal and external debt, as well as equity requirements, to accurately reflect cost of funds
Coordinate with the FP&A Finance teams in support of interest expense allocation estimation and all planning sessions
Support preparation for monthly and quarterly financial forecasts
Identify and articulate risks and opportunities relevant to the forecast period
Prepare critical analyses of business results (Trend Analysis, Productivity Metrics, etc.)
Help drive expense analytics
Help implement financial modeling improvements in planning and forecasting to enhance process efficiency, support new initiatives, and to accurately capture the changing business economics and structure
Minimum 2 years of finance experience
Proficient use of financial systems and analysis tools including Microsoft Office (eg. Excel, Word, PowerPoint)
Master's degree, Certified Public Accountant (CPA) or equivalent certification
Ability to analyze complex issues, develop appropriate action plans and delivers the results timely

Lead Analyst Incident Response Resume Examples & Samples

Create and execute a cyber-war gaming exercise incorporating multiple business line scenarios (e.g. online, global, stores, home office etc.) and threat vectors (external and insider); Coordinate Incident Response Testing/Exercises with relevant business units and update the plan to address shortcomings
Enhance, maintain, and test the Incident Response Plan and processes to help improve the Information Security posture
Respond to computer security incidents according to the computer security incident response policy (CSIRP)
Lead/Manage security incidents to ensure completion of incident handling life cycle from preparation to recovery and lessons learned
Develop close working relationships with cross-functional teams from Information Technology, Legal, Compliance, corporate communications, vendors, and Business Segments to effectively respond to security incidents
Provide timely and relevant updates to appropriate stakeholders and decision makers
Provide investigation findings to relevant business units to help improve information security posture
Propose and implement metrics that demonstrate current risk state, indicators of progress, and the business alignment for those activities
Monitor information security related websites and mailing lists to stay up to date on current attacks and trends
Participates in industry task forces and working groups to understand current and future threats
Analyzes potential impact of new threats and communicates risks to relevant business units
Bachelor’s degree in Business Administration, Management Information Systems, or a related discipline, or equivalent work experience required
Security certification such as CISSP, CISM, and/or GCIH, etc
Advanced degree (MBA, Master’s) preferred
Five years of information technology experience including project management and security concepts for technology systems (OSI model, applications, platforms, etc)
Prior managerial/supervisory experience
Strong analytical, prioritizing, interpersonal, problem-solving, presentation, budgeting, project management (from conception to completion), & planning skills

Transaction Services Lead Analyst Resume Examples & Samples

Work closely with the NAM TTS Ops Regional Controls Head and TTS Client Operations Fraud Management Officer on regulatory policies, Citi policies and Fraud Management to ensure compliance
Provide training to operations teams to increase the risk control mindset
Review balance sheet accounts for exposure. Identify outliers and follow up with operations through resolution
Ensure that appropriate KRIs/ORIs are in place and tools are available to monitor risk indicators
Support the business with compliance to Citi policies and corrective action plans
Liaison with the Operations team to support the MCA framework
Leverage people skills to influence outcomes arising from operational breaks and challenge operations to a new level of controls
Perform independent control reviews with the Operations units regarding new products and services as well as existing services from a risk and control perspective
Analyze process flows for potential risk
Support audit, regulatory, compliance, and business monitoring reviews. Track deliverables and prepare status of the audit. Track corrective action plans (CAP) and follow through resolution
Create metrics for TTS risk reporting by supporting the America’s TTS Ops Regional Controls head and TTS Client Operations Fraud Management Officer
Execute Global and Regional TTS Ops initiatives and promote global standard practice and operating model
Review Contingency of Business and all areas of compliance and risk focus for the business
Prepare presentations as required
Participate on any projects representing the Control team as required, i.e., process migrations, Flexcube migrations, Fraud Management Program build out, etc
Assist the America’s TTS Ops Regional Controls Head and create a culture of risk and controls in NAM TTS Ops
Strong Treasury & Trade Solution (TTS) product knowledge: cash management, commercial cards, account services
Operational risk and control mindset. Ability to identify control weaknesses in an operational environment
Candidate must have 5+ years of successful operations experience, with demonstrated knowledge of risk and controls
Knowledge of compliance, regulatory, and Citi policies
Strong attention to detail and relationship management skills
The ability to work under pressure in stressful situations with short term requirements and deadlines is required
Analytical, Conceptual, Innovative, Strategic and Tactical Thinking
Technological Proficiency. Strong Excel and PowerPoint skills are required
Continuous Quality Improvement Mindset

Test Lead & Analyst Resume Examples & Samples

8 plus years hands-on experience in analyzing requirements and designing/executing test strategies, test plans, and test cases using test management tools
At least 5 years’ experience in client interaction and communication skills (written and verbal)
At least 2 years’ demonstrated experience in ability to take ownership of tasks, deliver on schedule, understand and manage priorities and raise risks/issues on a timely basis
At least 2 years’ experience in leading small testing teams
Fundamental knowledge of testing methodology (Waterfall, Agile) and testing trends
Proficient in utilizing a wide variety of testing automation tools and techniques in the development of automated tests and test suites, such as JUnit, Selenium, and JavaScript testing frameworks and/or performance testing tools like HP LoadRunner or IBM Rational Performance tester
Experience implementing automation frameworks
Experience and understanding of fundamental concepts of Scrum/agile project lifecycle approach to software development, including experience with Continuous Integration
Bachelor’s degree in Computer Science, Information Systems or equivalent

Time Entry Lead / Analyst Resume Examples & Samples

Research and resolve errors in electronic timesheet system related to job order interface, timesheet template, user security, work hours classification, and federal, state, and/or local overtime rules
Manage timesheet template creation process and associated reporting
Respond to escalated inquiries including calls/emails from field personnel and other departments
Identify and resolve or escalate production issues, including system or process issues
Review timesheet batches and ensure all exceptions have been resolved
Manage and direct daily workflow. Monitor volumes and coordinate staff activities
Manage end of day processing such as a final review of daily production, running audit reports, and ensuring timely and accurate processing
Provide staff with training and guidance
Participate in systems testing including: system changes, enhancements and upgrades
Identify process improvement opportunities that result in cost reduction, and/or service level or other process enhancements
Update process documents as required
Participate in other projects as needed
Resolve escalated third party timesheet (VMS) issues. Research and review escalated issues and discrepancies with appropriate internal departments and works towards resolution
Support performance management and talent acquisition processes
Provide input for performance reviews and hiring and selection process
Bachelor's degree in Business Administration, Management or Finance or related field preferred
3+ years’ related experience in a high volume operational environment with degree. 5+ years’ related experience without
Previous demonstrated experience with major ERP systems (preferably PeopleSoft), or equivalent technical aptitude, required
Demonstrated leadership qualities preferred
Intermediate proficiency in Microsoft applications in (Word, Outlook, Excel - manipulate lines, moving data, construct simple formulas, build macros, vlookups, pivot tables)
Proficiency in 10-key, with a focus on speed & accuracy
Ability to adapt to shifting work priorities and manage multi-tasking
Ability to lead/mentor individuals to collaborate with team to produce deliverables
Ability to meet or exceed productivity and quality standards
Ability to demonstrate strong critical thinking and problem-solving skills
Ability to analyze complex problems, identify potential solutions and apply sound decision-making
Ability to learn quickly, grasp and apply new concepts including technology
Ability to effectively convey ideas orally and in writing
Ability to coordinate daily production activities, prioritize work, and be detailed and service oriented
Ability to demonstrate detail-orientation and customer service skills
Ability to effectively communicate ideas orally and in writing and diplomatically when handling sensitive and escalated situations
Ability to understand and operate in an environment with regulatory/compliance requirements

FP&A Lead Analyst, VP-consumer Bank Resume Examples & Samples

Bachelor degree in Finance or Accounting required; MBA preferred
3-5 years of experience preferably in a financial analysis role supporting business financial planning functions
Excellent quantitative and analytical skills, and ability to focus closely on details
Ability to create/manage complex financial worksheets and analyze and present results in executive ready decks
Strong Excel/Essbase/PowerPoint knowledge required; SQL and Access knowledge a plus
Must be highly efficient, organized and motivated
Ability to work independently with minimal supervision, and as a part of a team

Lead Analyst, Rewards IT Resume Examples & Samples

This position can be based in a remote office
Design loyalty strategies, programs and statement messaging to support client requirements
Set-up Loyalty program operational rules in conjunction with the Synchrony Client Systems Services (CSS) team and/or vendor personnel
In conjunction with the Synchrony Financial IT Testing Team, test ongoing Loyalty programs and Loyalty promotional offers prior to live implementation
Monitor loyalty promotions in production and provide the CSS Parameter Review Board with validation results
Learn existing and newly developed capabilities of Synchrony Financial’s various Loyalty platforms
Utilize Data Warehouse and First Data resources to provide Reward program reporting for internal and external customers
Monitor and audit key Reward process control points to insure high quality “run” operations. Initiate corrective action as directed
Bachelor’s degree and minimum of 2 years of IT experience or 2) In lieu of degree, HS diploma and minimum of 4 years of IT experience
Minimum 3 years of experience working in the credit card or payments industry
Minimum two years of proven experience effectively interfacing with cross-functional teams
First Data systems experience including DMM, IDP and AFP
Hands on experience with First Data Rewards systems or other credit card loyalty programs
Strong Quality orientation/skill set
Strong client orientation
High level of initiative
Credit card Loyalty programs experience

Rohq Fro Solutions Lead Analyst Resume Examples & Samples

Support migrations management from opportunity assessment & scoping to MoU process, to migrations tracking & reporting
Service Delivery Management: Set standards on how customers experience the manner by which CSS provides services. Benchmark experience standards of CSS with the best practices of servicing being provided by other Citi groups and other companies. Enhance the capabilities of CSS talent in providing extra-ordinary services to customers and key partners
Resource & location strategy, headcount analysis by Center and Process, capacity planning, process taxonomy / heat maps, performance management including productivity metrics and balanced scorecard and project management support
Business reviews with CSS, Finance, business partners, regional controllers and Risk
Provide analytical insights into issues and concerns impacting the Center, escalate issues and propose management actions to mitigate risks. This will require analytical skills to effectively monitor headcount and movements (plan against actuals & actuals vs planned space capacity and against forecast), risks to the Finance processes, provide insights to emerging trends and engage relevant stakeholders on observable risks in order that appropriate solution can be implemented to mitigate the risks
Training SME who acts as an advisor on learning and development decisions
Skills commensurate with a bachelor’s degree or higher; at least 5 years of relevant experience preferred
Training and development experience preferably from role, competency and proficiency level definition to development of targeted training curriculum based on prioritized courses or programs - at least 5 years
Project management experience; works towards agreed upon goals in a timely manner and sets priorities to constructively address needs of stakeholders and ensure timely delivery
Planning/organizing skills; sets priorities to map out the needed course of action to achieve goals. Seeks inputs from others and adapts work schedule to respond to changing timelines and expectations
Excellent communication skills; articulate - determines what information to communicate when and to whom. Shares information, seeks feedback, and provides appropriate follow-up to ensure understanding of both message and intent
Has a lot of initiative. Demonstrates proactive approach in carrying out responsibilities without reminders. Works independently with minimal direction or structure as required for the role. Takes additional self-motivated steps towards assuming additional challenges which benefits the broader organization
Innovative. Generates new ideas. Thinks out of the box. Identifies unique approach to achieve results
Strategic in outlook. Clarifies strategy and long-term objectives. Translates business strategy into practical operational plans with clear objectives. Adapts plans to reflect changing environment
Business awareness and commercially focused; Banking experience preferable
Collaborative; works effectively with others ad builds relationships to achieve common goals

Cost Reduction Lead Analyst Resume Examples & Samples

Management and effective communication of all ongoing projects & related data
Creating and management of financial performance "dashboard" to enable the business groups to identify when new projects or initiatives are required
Executive reviews both within SIS and at the UTAS level
Development of various cost control mechanisms and successful deployment across SIS
Supporting the development of business case financial models for new projects

VP, Private Bank Investments P&A Lead Analyst Resume Examples & Samples

Lead preparation, review, and presentation of bi-weekly investment flashes, monthly financial summaries, and monthly business reviews for senior investment management that clearly communicate the financial performance of the business
Design, implement, and monitor key performance indicators and metrics that facilitate transparency and measure the effectiveness of sales and product teams
Coordinate production of the annual operating plan and multi-year strategic plan in alignment with the strategy of the business
Build out strategic partnerships with ICG, CPB, Global Investments, and other business partners and to ensure that Planning and Analysis provides accurate, timely, and value-add information to the business
Leverage technical expertise to execute quantitative analyses that translates into actionable insights for senior management
B.S. in Finance, Accounting, Economics, or related discipline. MBA strongly preferred
5+ years of relevant finance/business/accounting experience working with investment products
Highly motivated, participative team player with strong interpersonal skills. Must have a balance of assertiveness and discretion to be a credible and sought after resource. Must have the confidence to stand up to pressure and the credibility to influence others. Flexibility to be effective and persuasive with all levels of management. Level-headed in a crisis. Ability to build key relationships with finance and other professionals. Ability to influence people and empower team members to be proactive and focused on partnerships and results
Demonstrated ability to manage multiple projects and deadlines. Strong project management skills including the ability to eliminate rework and inefficiencies to focus on value-enhancing activities

VP, Solutions Lead Analyst Resume Examples & Samples

Support Corporate Regulatory Reporting (CRR) Department with data acquisition, analysis, and other requirements as assigned by management
Lead analysis and interpretation of new and/or changed requirements with respect to the Federal Reserve, FFIEC and OCC regulatory filings and agree requirement changes with CRR
Act as owner to enable the most efficient and effective rules maintenance and certification process
Act as data and rule SME to assist Regulatory Reporting Specialist and Data Owners in jointly identifying and correcting errors in rule logic / meta-data content, and request warehouse changes as necessary
Categorize errors into work streams e.g. rule logic, new rules, redefined rules, cosmetic changes
Review changes to contract and reference meta-data specifications with GENESIS and RRI Technology and provide Regulatory SME input to data standards, data quality, and data modeling teams to ensure solution R2R solution continues to align with strategic vision
Understand basic accounting and GAAP. CPA a plus
Initiative, creativity and attention to detail are essential
Strong control awareness and proven analytical skills. MBA a plus
Interact and build relationships at all levels of the organization
Strong MS Office skills (specifically Access, Excel, and PowerPoint)
Program management experience with creation and maintenance of schedules, metrics, and presentations. PM certification a plus
Experience and demonstrated ability to manage competing priorities in a complex and dynamic environment

Solutions Lead Analyst, VP Resume Examples & Samples

Project/Program Management in Citi Treasury Solutions Group
Work closely with Treasury Solutions management team, key business users and technology to ensure execution
Prepare clear and concise updates and presentations for senior management and Regulators
Develop subject matter expertise related to work stream / projects
Liaison between business users and systems development group
Troubleshoot in an organized fashion by breaking down issues into components in order to solve the problem
Prepare project plans/implementation plans and lead weekly project status meetings, including preparing agendas and minutes
In this extremely fast paced environment, the candidate must be a hands-on manager able to work both in a team and independently in order to execute on the deliverables for the project
7+ years prior experience in financial services
Experience working on medium to large-scale projects or financial systems implementations
Industry experience within Treasury at a global bank preferred
Excellent understanding of the Treasury function within a bank
Must be able to come up to speed quickly
Knowledge of Regulatory Reporting Practices, Risk Measurement and Analysis a plus

Lead Analyst Resume Examples & Samples

Maintain the process for lost and stolen firm information assets
Maintain and manage the process for security patch alerting
Maintain, manage, and update the process for handling security incidents, and respond to security incidents
Test the security incident response plan by developing and executing fictional security incidents
Manage and improve information security documentation as required, within the threat management department
Provide support during and lead security Investigations when required
Analytical/Decision Making Responsibilities
Help resolve security incidents by identifying root cause and solutions
Demonstrated integrity in a professional environment
Knowledgeable in legal issues within information security environments (i.e. data privacy)
Excellent teaming skills
5+ years’ experience in one or more of the following
Understanding of electronic investigation, forensic tools, and methodologies. Including: log correlation and analysis, forensically handling electronic data, knowledge of the computer security investigative processes
Be familiar with a basic understanding of legalities surrounding electronic discovery and analysis
Experience with programming languages such as Java, Java script, C, C++, C#, ASP, .NET, Unix/Linux and scripting is a plus

Front to Back Platform Lead Analyst Resume Examples & Samples

Perform analysis & impact on cross-dependent platforms in APAC PB & WM IT application landscape, pertaining to key change initiatives
Act as lead analyst and platform expert , liaision for BE's from different domains
Interact with key business change leads in PB COO diviion for project execution
Monitor & govern the platform inter-dependencies duriing ongoing change
Utilise steering forums to creating transparency on project risks/dependencies across platforms
Accountable for change assurance on incoming/outgoing components around Core Banking platform - T24
Lead BE for key strategic initiatives for Integrating Core Banking platform with other components
Influence & drive BE's across the platform domains to derive and adopt the apt solution for cross dependent change initiatives
Be part of a highly specialised pool of Business Engineers, with expertise on functional and technical areas across the front-to-back processing areas in PB & WM

S&D Settlements Lead Analyst Resume Examples & Samples

Manage client relationships and demonstrate competence in improving and turning around relationships at risk; seek and create the best possible solutions for clients requiring customized services, greater efficiencies, timeliness and overall quality of services performed. Actively participate with Senior Relationship Management on client conferences and visits
Act as advocate for clients in product development and continuous process improvement by engaging and collaborating with business partners and harness the span and scope of information to focus on issues and opportunities to deliver differentiated services and solutions
Report to the Group Manager with line responsibility for a group(s) of staff employees
Manage daily activities of the team including appropriate resource allocation, setting and reviewing performance objectives, goals, and target productivity and service quality expectations
Well-developed management skills and relevant experience within the discipline or subject matter of the area being managed
Responsible for the development of goals and objectives for the team as a whole, as well as the specific goals and objectives of individual team members
Identify procedural objectives and develop Operations tools that move the team toward accomplishment of the team’s goals
Plan and execute annual compensation review process and makes recommendations to Department Manager
Administer expenses within the P&L including variance explanation
Identify opportunities to improve overall operating efficiency and overall client satisfaction through an improved client experience
People Management: Set individual performance plans for members of the team and provides coaching and feedback through a formalized review process; create development and training plans as needed
Create and monitor appropriate metrics for the area as agreed upon with Department Manager
Network/navigate within the organization in order to troubleshoot escalated issues and bring appropriate closure
Train staff on new procedure or technology enhancements
Create, develop and maintain business relationships
Education: Bachelor’s degree or equivalent experience (MBA a plus)
5+ years’ experience in Securities Operations and/or Client Management
3+ years of management experience
Leading People/ Embracing Diversity
Ability to lead a team to a set of challenging common goals and objectives
Ability to manage multiple internal and external relationships
Ability to relay difficult decisions or communicate “bad news” effectively
Global Client Respect/ Service: Establishes long term credibility and relationships with clients, anticipates client needs and proactively manages client expectations

GTS Lead Analyst Resume Examples & Samples

Becoming the subject matter expert in the Sikorsky SAP GTS solution
Managing the business customer/user relationship with ITC and Operations
Following the Sikorsky IT SDLC and project methodology for project management and delivery
Ensuring deliverables are met in accordance with the overall schedule and budget
Working in and managing technical resources primarily in SAP, and also with BI type reporting/solutions (onsite & nearshore)
Participating as a key member of the overall IT team, escalating technical issues as necessary, partnering to create the overall system and business strategy/direction based on business process knowledge and system expertise

Aml-global Screening Ops Business Lead Analyst Resume Examples & Samples

6+ yrs of financial services experience
5+ years of AML, OFAC/Sanctions experience within a large financial institution, preferably a chartered bank or bank holding company
Bi-lingual in Spanish (strongly desired)
Knowledge and expertise of AML and Sanctions regulations (OFAC, UN), risks and typologies; other regional regulations applicable for the region
Ability to travel (requires 30% travel)
Experience in working in a global/regional work environment important
Experience in the design and implementation of Sanctions screening processes and controls
Experience in building and managing relationships across geographies and functional areas
Ability to handle ambiguity and take right decisions in day to day work

Solutions Lead Analyst Resume Examples & Samples

Demonstrated experience in the implementation of financial processes and platforms
Understanding of relevant Financial Reporting Processes, data and platforms
Proven experience in acting as Project Manager for large scale / multi-country implementations
Medium to advanced level in MS Excel and MS Access
English proficiency, C1 level
Critical thinking and problem-solving
Collaboration skills and techniques which appropriately define alternate solutions
Regional experience

Balance Sheet Proofing Lead Analyst Resume Examples & Samples

Supervise and prepare Balance Sheet reconciliations for numerous legal vehicles across EMEA to a high standard in line with Corporate guidelines
Checker of reconciliation packs, responsible for accurate reporting, and issue identification
Responsible for the follow up and resolution of reconciling items
Managing complex issues and escalating any account related issues to Regional Balance Sheet Control
Standardise processes, ensure reconciliation process is well documented, updated and reflects the current process
Create monthly reports, maintain dashboards to be reported to GPO
Active participation in account migration
7+ years of experience in an accounting role
Strong Ms Office computer skills (especially Excel)
Good understanding of capital markets is a plus

Sec Processing Lead Analyst Resume Examples & Samples

TaxMinder (TXM) – storage of clients’ tax documents and data
International Tax Profile System (ITPS)– storage of generic tax profiles; and
Account Opening Packages (AOP) – documents to be completed by clients when entering new markets including tax and non-tax documents
Work with the senior management team to develop a global vision for CTS
Communicate and agree strategy with stakeholders
Work with key stakeholders to manage budgets and commercial contracts
Own project documentation and reports and ensure it meets Citi’s project standards
Liaise with Citi IT and external developers
Co-ordinate project meetings and planning
Co-ordinate with the translation of technical understanding and implications of system builds into operational implementation
Co-ordinating testing with the business users
Co-ordinate the training business users
Review production issues with Citi IT, support teams and business users
Manage day-to-day operational aspects of the project
Excellent interpersonal, written and verbal communication skills and the ability to communicate and influence at an appropriate level
Good organisational skills, ability to work under pressure and prioritise within tight deadlines
Possess the ability to develop good working relationships with various levels of management and external departments
Any back office / custody experience is advantageous
Experience in managing systems implementations
Knowledge of full software development lifecycle
Knowledge of custody tax processes
Experience of project methodology and documentation
UAT testing and training experience
No specific qualifications required although a Project Management qualification would be looked upon favourably (e.g. Prince2 or PMP)

BP&A Analytics Lead Analyst Resume Examples & Samples

7+ years of analytical experience as a Business Analyst/Financial Analyst
Bachelor’s Degree (or higher)
Experience in financial reporting and budgeting
Ability to work independently when necessary
Well-developed communication skills, both oral and written (includes presentation development)

Lead Analyst Resume Examples & Samples

7 years+ relevant work experience
Understanding of Franklin Templeton business model, how FT makes money, the sales process, how technology fits in with the business, etc. Knowledge of the IAS structure
Experience working through multiple business fiscal cycles; exposure and/or direct experience with project management and/or sales-related-capacity required
Prior work experience related to projects, sales, marketing and/or international a must
Knowledge of mutual fund operations
Sales Reporting System Knowledge
High quality level of Client/Customer Service orientation
Transfer Agency System Knowledge
Advanced Excel skills, Analytical skills preferred
Pro-active in reaching out to global audience and communicate assertively
Solid organizational skills; ability to organize and maintain accurate, orderly files and records
No direct supervision but provide guidance and support to more junior level team members

Solutions Lead Analyst Resume Examples & Samples

Partner with regional business treasurers and operations teams to roll out Liquidity stress testing engine across Asia-Pacific region
Institute scorecards to measure quality of data being used for liquidity reporting
Ensure process capability, control and improvement by developing and implementing relevant quality assurance procedures
Manage User Acceptance of technology-delivered solutions

BSM Lead Analyst Resume Examples & Samples

Effectively communicating the liquidity position of the firm to Senior Management and Regulators
Assist in preparing and analyzing Citi’s current liquidity position
Consolidate and analyze Citi-wide Liquidity Coverage Ratio. Take ownership of related process enhancement initiatives
Work with team to determine the appropriate assumptions to apply, as well entities to be included
Work with reporters and technology teams on reviewing current processes and make recommendations for enhancement to these processes

BP&A Analytics Lead Analyst Resume Examples & Samples

7+ years of finance analytical experience
Bachelor’s Degree or higher in Finance / related field
Ability to interact with multiple levels of management
Ability to synthesize and present data for senior management consumption
Ability to effectively prioritize and execute tasks in a time-sensitive environment
MS Office (especially Excel and Power Point)

Citi Treasury Investments Lead Analyst Resume Examples & Samples

Assist the Asset Allocation team in the ongoing development and optimization of portfolio risk and management systems
Reporting to the Head of Asset Allocation and directly supporting two senior asset allocation managers, the role will give the right candidate an exceptional opportunity to learn and have extensive exposure to senior management
5+ years of experience working in the finance industry
Broad-based knowledge of financial instruments and products including an understanding of valuation techniques and risk measurement. Portfolio management experience would be a strong positive
Excellent communication skills, oral and written, with ability to converse with a wide variety of people across functions / seniority

Balance Sheet Management Lead Analyst Resume Examples & Samples

Serve as liaison between local treasuries and business teams (e.g. TTS, SSI, RCB)
Assist the Latam Treasurer: Provide Ad-Hoc analysis and information in planning process including hedge implications to revenue plan in CCAR and Ruby
Optimize businesses contribution to the balance sheet´s structural liquidity by ensuring that the right incentives are in place
Ensure that Transfer Pricing (TP) & Liquidity Premium (LP) are implemented following corporate guidelines and identify improvement opportunities. Lead and drive negotiations between the businesses and local treasuries on TP agreements to stabilize NIM and enable proactive balance sheet management. Provide tools and training to Local business teams on Corporate Standards such as: Caterpillar Vectors, GOT, Ruby, Dv01, and IRE
Develop cooperation and understanding with local and regional business teams in proactive pricing and portfolio optimization techniques
Prepare and present in the LATAM ALCO. Lead a TTS & SSI ALCO for Latam
Bachelor's Degree in Accounting, Finance or related field, MBA preferred
5-7 years of work experience in Corporate Treasury or Markets/Treasury products
Broad understanding of regulatory and Citigroup policies
Exceptional analytical skills to be able to capture and model balance sheet issues
Relationship skills to work and communicate with country groups
Spanish, Portuguese is a plus

Lead Analyst Resume Examples & Samples

Any person may comment or provide documentary evidence bearing on this application to the following office: U.S. Department of Labor, Employment and Training Administration, Atlanta National Processing Center, Harris Tower, 233 Peachtree Street, Suite 410, Atlanta, Georgia
30303
The Lead Analyst, Model Validation will support the Model Governance & Validation Group that is responsible for the management of the Synchrony Financial Model Risk Management framework
They serve as a key contributor supporting the independent validation of the accuracy and performance of models used by Synchrony Financial
The independent validation process will focus on the review of model documentation, an assessment of the appropriateness of a model for the stated business use, and a through statistical analysis of the model methodology – including data quality, model approach, outcomes analysis, and the implementation and use of each model
The Lead Analyst will be responsible for the statistical review of models and creating alternative benchmarks models where appropriate
They are expected to summarize their independent assessment of models in written documents in line with internal Synchrony Financial procedures and regulatory expectations
The Lead Analyst will also be responsible for making conclusions on the model’s overall efficacy, as well as preparing written recommendations to resolve issues with the models that are encountered during validation
They are required to have excellent communication skills to liaise with business teams to uncover and highlight model risk associated with models, and meaningfully convey model risks to senior management
They keep pace with the latest developments in academia, regulatory environment, risk technology (vendor and in-house) and financial services industry in order to provide expert guidance to the Retail Finance functions
The primary requirements are a Bachelor’s degree in Statistics, Mathematics, Business, Economics, Finance or related field, and three (3) years experience in the job offered or in a related Risk Analytics role
Alternatively, the employer will accept a Master's degree in Statistics, Mathematics, Business, Economics, Finance or related field, and one (1) year experience in the job offered or in a related Risk Analytics role
The position requires some experience with statistical analysis, some experience with statistical tools including SAS, Advanced Excel Macros, and SQL, some experience managing projects, and some experience with regulatory requirements for Model Risk Management (SR 11-7/ OCC 2011-12)

Lead Analyst Resume Examples & Samples

Assume leadership role in the application of data-mining techniques and capabilities within the FCOE
Communicate analytical findings to NAVAIR support community on a regular basis
Conduct high-level briefings of FCOE capability and findings to leadership
Coordinate team pursuits in alignment with FCOE objectives

VP, Solutions Lead Analyst Resume Examples & Samples

Develop and execute strategic solutions to support the implementations of regulatory requirements around Market Risk and Credit Risk
Manage and execute project plan in support of Basel III implementation
Work on initiatives around automating and reducing operational inefficiencies in current Market risk processes
Analytics support for various Basel and pro forma calculations supported by the group
Prioritize issues while facilitating the appropriate escalation process ensuring that ownership for corrective action is established and tracked on a daily basis
Support sr. project managers in the day-to-day activity around large cross functional efforts
Follow up with the various cross functional organizations that contribute to the successful implementation efforts around corrective actions until all issues are resolved
Generate necessary status reporting on the projects and initiatives
Coordinate with Risk, Product Control, Operations and Front Office the implementation of corrective actions for the raised issues
Generate and implement the appropriate tracking tools and metrics for completion of project plans
Support and manage parts of the monthly BAU RWA closing process
Develop a strong working relationship with Risk, Finance, Operations and Front Office counterparts across the organization to ensure the success of the initiative
Work with complex data sets to perform analytical reviews, draw conclusions and advise management of strategic plans that result in implementation projects
Experience in Financial Services preferred (Market Risk, Credit Risk, Securities, Derivatives)
Financial or Regulatory Reporting experience strongly preferred
Education Level: Bachelor’s Degree
Strong communication skills required(written, verbal, active listening)

Expense Transparency Lead Analyst Resume Examples & Samples

Provide client reporting support to ICG lines of business and senior management
Lead the Market data monthly outlook process, business reviews, variance explanations and the monthly expense allocations
Key contributor in performing complex analysis for senior management in a variety of ad hoc projects
Present the results of analysis in a logical, actionable, and easy to understand format
Partner with key members of market data and procurement teams in order to understand, analyze and provide transparency to senior management
Manage and convert large amounts of business performance data into decision making tools used to drive cost reductions
Interact with all levels of management, including senior management from various lines of business
Provide comprehensive cost transparency through the research and analysis of market data monthly actuals against budget, and comparison to previous periods
Manage and build financial outlooks, forecasts and budget for all market data products
Supervise and track critical processes such as monthly regional allocations and the build of balance sheet accruals and prepaids
Actively mentor junior analysts
Minimum of 6 years of relevant finance experience
In-depth knowledge of finance, accounting, budgeting, and cost control financial principles
Collaborative team player with strong influencing skills - must be able to work in a complex, organization on integrated teams horizontally and vertically
Ability to work in a dynamic and fast-paced environment with very tight timeframes and simultaneously manage several projects
Able to drive projects and process improvements while achieving tangible results
Ability to establish strong internal relationships across businesses and functions and to work in partnership with multiple parties to achieve shared goals
Prior experience in a junior-midlevel supervisory role a plus
Strong knowledge of MS Excel and Access
Strong accounting and finance skills
Strong analytical skills, detail oriented and excellent communication skills
Customer service orientation and leadership/influencing skills

Balance Sheet Proofing Lead Analyst Resume Examples & Samples

5-7 years of experience in an accounting role
Excellent spoken and written English and Russian
Team management skills

Fin Rep Lead Analyst Resume Examples & Samples

Manage finance transformation projects, including providing and communicating detailed end-to-end project plans and ensuring project deliverables and timing are achieved
Provide oversight of O&T financial activity in the CCA region
Develop and manage process improvements and re-engineering of inter-company activity to improve accuracy of booking transactions, transparency, and efficiency
Support reconciliations of inter-company transactions with country and global teams
Ensure allocations for all O&T functions are correct and being sent to the right business and country
Active participation in different TSA processes and divestitures in CCA; Create and consolidate relationship with CitiHoldings financial partners, generate, execute and track the financial model in order to charge the buyer the right amount and redistribute this income within the different O&T functions. Manage the financial information related to O&T during the transaction and presentation of financial statements to buyers
Ensure proper reporting and visibility of CCA O&T with Regional and Global Partners
Bachelor’s degree, Masters preferred
Minimum 5+ years of experience in a financial control/ finance reporting / accounting role
US GAAP knowledge. CPA strongly preferred
Citi Inter-company policy knowledge
Bi-lingual: English, Spanish (Portuguese a plus)
Office, APS, Business Objects, Smart, GDW, DSMT, FRS, AWS, Full Suite, Xborder, P2P
Leadership ability
Proven track record in building and maintaining relationships internally and externally
Process and project management
Partner management
Shared Services management
Ability to meet deadlines/urgency awareness

Product Control Lead Analyst Resume Examples & Samples

Assist in month end closing process including General Ledger entries, balance sheet substantiation, P&L reporting, and inventory price verification
Understand the end to end trade processing flow which is needed to jointly work with Middle Office, Operations, and Technology in resolving trade and operational problems that impact the PL and balance sheet
Identify and assist with testing of re-engineering opportunities to enhance processes and controls and achieve Best in Class practices
5+ years experience in Finance and/or Accounting required

Lead Analyst Resume Examples & Samples

Design and Execute Performance tests for multiple applications
Configure and execute Performance tests in HP Performance Center 11.0
Develop Performance test scripts using Load runner Vugen tool
Hands on experience in the following tools : HP-Performance Center, HP-Diagnostics, Intrascope and ITKO-Lisa

Balance Sheet Management Lead Analyst Resume Examples & Samples

Provide SME support for the daily and monthly review, validation and remediation action for EU Bank liquidity reporting, covering liquidity metrics such as S2, LCR Prime, Local LCR Reg, 4G and 5G. Report production is performed in Mumbai and first level review in Budapest
Liaison and interaction between the Mumbai Treasury FRO, Corporate Treasury in Budapest, the local business teams and Markets Treasury, understanding the balance sheet and influencing business decision-making to ensure adequate liquidity in CIL, CBNA London, CEP and EU Bank
Provide SME support for all project developments for liquidity reporting related to EU Bank and its MLEs
Oversee the cash forecasting process, liaising with New York and London Treasury desks and taking action to ensure an appropriate split of cash between local liquid assets and intercompany placements to New York to meet FED requirements
Contribution to the annual EU Bank Funding and Liquidity Plan
Liquidity Policy
Become an expert in Citi’s Liquidity Risk Management Policy
Liaise with Global Liquidity Oversight and Analytics (GLOA) and Liquidity Risk to ensure that the cluster and the MLEs adhere to the policy and adopt any changes in a timely manner
Use local expertise to help shape the policy where appropriate and assist with the classification of securities and other key balance sheet items
CRD IV Liquidity Regulations
Become an SME in the European liquidity regulations (CRD IV) to navigate through the significant ongoing reform in liquidity regulation
Work with the projects and reporting teams to ensure that the system development work reflects our interpretation of the rules
Ensure that the approach to CRD IV liquidity regulations is appropriately documented
Ensure that the necessary governance structures are put in place to ensure ongoing compliance
Play a strategic role in optimising securities and collateral across intraday clearing requirements, margin requirements, local LCR, and internal stress assumptions
Contribution to and participation in ALCOs and other governance forums
Ad-hoc regulatory requests
Create a network of productive working relationships with the key stakeholders across the businesses, geographies and functions, encompassing local country, regional and corporate teams
Provide support for the extended EMEA Regional Corporate Treasury Team in Budapest and FRO Liquidity Reporting Team in Mumbai
English language at proficient level both written and oral. Other languages are a plus
Ability and desire to see the “bigger picture”, prioritise and put things into perspective and have the ability to draw conclusions and make decisions based on complex issues
Prior Treasury and/or Finance function experience required
Knowledge of capital markets, transaction services and securities is desirable
Strong and proven analytical skills
Strong spreadsheet / PowerPoint skills
Understanding the Markets Treasury/funding desk, Operations and other finance activities of the bank that have a direct impact on balance sheet and liquidity risk management
Ability to handle tight deadlines and multi-task; ability to work under pressure
University degree. Post graduate quality a plus
Prior Treasury and/or Finance function experience required; well exposed to the analytical and reporting aspects of key balance sheet management tools and processes, especially in relation to interest rate, liquidity and FX risk management processes

Lead Analyst Resume Examples & Samples

Bachelor’s degree (or 4 years equivalent degree) in computer Science with 5+ years of IT experience in project implementations
Master’s degree (or 2 years equivalent degree) in Finance
Must be willing to work out of Gurgaon during European hours
Ability to communicate at all levels of the organization, senior leadership to associate levels
Demonstrated leadership qualifications and ability

Fin Rep Lead Analyst Resume Examples & Samples

Supervisory the Regulatory working in parternship with Finance across the different countries and regions
Support the Reporting head on Strategic and Tactical Change; Policy and Process updates; Regulatory requirements impacts the control environment
Support and interface to Internal and External Control organizations (Internal/external audit, regulators, control self-assessment, Compliance and Finance etc)
Provide guidance in evaluating the risks & controls and work with its group to ensure appropriate remedial actions are in place
This position must support the Department head in the different priorities of the group. Acts as a champion for business process changes; act behind the scenes to craft solutions for business problems related or tangential
Responsible to ensure the accuracy of the reports, escalate issues timelly and drive that to conclusion
Drive organizational change taking full account of obstacles, opposition, and differing stakeholder priorities. Acts as a champion for business process changes; act behind the scenes to craft solutions for business problems related or tangential
Proactive audit support; Health checks, CAP evaluation etc
People management - group of 10 analysts (aprox)
Minimum 7/8+ years relevant experience in financial analysis and reporting and /or financial services is beneficial
Demonstrates experience in managing teams and/or assurance delivery within a matrix reporting environment
Strong organizational skills with ability to manage, organize and prioritize multiple tasks and responsibilities
Ability to work under pressure managing to tight deadlines and / or unexpected changes
Project Manager experience
Motivated team-player, supervisory skills and ability to work in a challenging and fast-paced environment
Highly motivated, self-starter, proactive, resourceful and independent

BP&A Lead Analyst Resume Examples & Samples

Deliver globally strategic business intelligence solutions for ICG Operations including MIFT and MPP reporting space
The Lead Analyst role will manages projects to extend the MIFT, MPP reporting to other business in ICG organization with limited supervision, adhering to best practice project standards including
Innovates and delivers new products, both tactical and strategic
Review and deliver monthly time allocations and capacity plans for PMA team
Review Continuity of business plans and conduct appropriate testing
Strong Business Analyst with minimum 10-14 years of experience in Investment Banking Operations/Technology
Project Management experience minimum of 4-6 years ideally within the Business Intelligence realm with exposure to operational risk and control
Experience in more than one Asset class Treasury and trade solutions, Equity, FX, Futures, Fund transfer, MIFT, and OTC Derivatives experience
Experience in BPO team expansion and management
Strong MS Access and MS Excel skills required (e.g., VBA, Vlookup and Advanced Macros)
Good understanding of Project management methodologies and tools
Knowledge of B.I. tools – Business Objects and SQL desirable

Latam O&T FP&A Consolidation Lead Analyst Resume Examples & Samples

Bachelor's degree in Engineering, Accounting, Finance or Business Administration and/or MBA
At least 5 years of relevant experience in financial services, preferably in a large complex organization with responsibilities across multiple businesses and geographies, and in Operations and Technology or Finance roles
Strong financial modeling skills with the ability to drive top down strategic and operational plans
5+ years of proven team management skills
Fluency in English (Portuguese or Spanish as significant benefits)

Mobile Lead Analyst Resume Examples & Samples

Mobile SME – Subject matter expert for Mobile technology, Application deployment and Mobile Aplication Architecture globally
Consultancy – Ensure that appropriate responses are provided to requests for assistance from the Mobile operations team, incl! uding advising on project implementations and Non-crisis probl! em esca lation. This should also extend to ad-hoc knowledge transfer and advice on appropriate training for the Operations teams
Project Stream Engagement – Work with the business, Operation, project teams to ensure that appropriate resources are allocated to all relevant projects
Actively participate and influence Technology Strategy setting for Citigroup globally through functional alignment with Engineering Technology counterparts
Liaise with Engineering groups, Global and Regional Integration groups and production support groups to ensure successful product engineering and delivery
Technical Vendor Engagement – Build strong working partnership with key technology vendors in the Mobile space
Degree level qualification
Expert communication skills
Experience in process development and management
Experience of managing diverse client base
Experience in presenting to and influencing senior O and T and business leaders

Lead Analyst Resume Examples & Samples

Design and develop a variety of models in consumer credit; Reserves and loss forecasting using SAS and VBA
Work closely within the Risk organization to validate accuracy and performance of Models
Keep pace with the latest developments in academia, regulatory environment, risk technology (vendor and internal) and financial services industry
Develop detailed documentation of processes, procedures and performance tracking related to model development as required by the Supervisory Guidance on Model Risk Management SR11-7/OCC 2011-
Bachelor's degree and 3+ years' experience of modelling either ALLL or loss forecasting using SAS. In lieu of Bachelor's Degree, 6+ years experience of modeling either ALLL or loss forecasting using SAS
Advanced degree (MS/PhD) in mathematics, statistics or related field with extensive modeling experience
Experience using VBA
Experience in consumer credit; ALLL, loss forecasting
Advanced knowledge of statistical/econometric modeling
Strong communication and presentation skills. Familiarity with consumer and commercial lending products and practices
Advanced SAS / VBA experience

Lead Analyst Resume Examples & Samples

Oversee of operations in the Incident, Problem and Change Management processes
Accountable to drive to resolution of high priority incidents; communication to business leadership and GE teams; incident analysis to drive continuous improvements
Analyse key metrics associated with organizational goals and objectives; implement plans/projects to deliver achievement of goals and objectives
Participate in internal operations reviews of key metrics and initiatives – identifying key levers to continue to drive improvements in systems availability, security and scalability
Drives service improvement plans
Bachelor’s degree in Information Systems, Computer Science or a related technical discipline or extensive equivalent experience
Demonstrated experience with networking technologies (LAN/WAN, VoIP), VMware and NetApp storage infrastructure, building, supporting and managing server operating systems and storage environments
Strong analytical skills – ability to analyse data to identify issues and develop goals to resolve
Technology certifications – VMware and/or NetApp preferred
Independent worker with proven ability to simultaneously execute multiple projects in a demanding environment
Technical knowledge of virtualization technologies including VMWare
Strong ITIL management process knowledge and experience
Strong project management and execution skills
Passionate about continuously learning and able to quickly adapt and pivot to win in a dynamic environment
Demonstrated customer focus – evaluates decisions through the eyes of the customer; builds strong customer relationships; creates processes with customer viewpoint; partners with customers to help shape future initiatives
Ability to effectively interact with a diverse group of IT professionals located in multiple sites, including proven effectiveness working with global teams

100

S&D Settlements Lead Analyst Resume Examples & Samples

Demonstrate proven leadership ability in custody products, problem analysis, resolution, and people by interfacing with internal counterparts and business partners to ensure transfer of best service practices
Drive metrics and participate in communication sessions with all constituents, monitoring changes and development improvements and present findings to client via data utilization and in-depth understanding of client’s business and what the relationships mean to the organization
Maintain focus on client centricity while managing multiple demands and competing priorities in order to deliver value to client
Encompass review of daily MIS and ensure timely resolution of outstanding items
Create automated reports for metrics for Management and Internal Partners
Provide input into business plans for business growth and profitability
People Management: Assist with individual performance plans for members of the team and provides coaching and feedback through a formalized review process; create development and training plans as needed
Aid in the annual compensation cycle for the team including making recommendations to Senior Manager
Create and monitor appropriate metrics for the area as agreed upon with Senior Manager
Ensure overall operating efficiency Objectives may include standards of conduct, quality standards, performance objectives, and any productivity guidelines
Serve as the primary point of escalation for internal and external clients
Identify any opportunity for, and implement process improvements, service enhancements, or technology enhancements
Serve as the “technical expert” from a Business perspective, provide technical guidance to resolve problems
Identify opportunities to reduce expense through improved technology
Expert level proficiency in MS Office Suite products
Past experience interacting with senior management
Ability to work across multiple functional lines within the organization

101

Lead Analyst Resume Examples & Samples

Develop business critical forecasting models related to Troubled Debt Reserve (TDR)
Back test and validate current models, troubleshooting issues and communicating action plans to senior management
Perform competitive analysis and develop metrics relating to a variety of forecast models, delinquency, recovery and reserves across client portfolios
Engage cross functionally with Strategy, Risk, Finance, Collections, Client Managers, and Operations to present findings on TDR performance, reserve, and loss impacts for all portfolios
Work with Business leaders to develop dashboards, risk and opportunity guidelines that govern and direct the TDR process while driving consistency with legal and compliance, and established policy
Review and provide deep dive analytics by Client
Identifying drivers impacting performance by due stage and reviewing opportunities and risk YoY and by seasonal performance
Optimize treatment performance utilizing Customer attributes and behavioral modeling techniques
Bachelor’s Degree with a minimum 4 years analytical experience in a Risk, Forecasting, Collections or Marketing or; in lieu of Bachelor's Degree, a minimum of 5 years of analytical experience in Risk, Forecasting, Collections or Marketing
1+ years of experience with SAS
1+ years of experience using Excel for modeling and advanced calculations such as pivot tables, lookup tables, data link setup and monthly validation & alignment
3 + years of experience developing and implementing complex statistical models such as reserves, loss forecasting, risk, financial risk, or collections
Prefer experience in collections or reserves and loss forecasting in a Consumer Credit Card environment
3 + year SAS experience with SQL, R, or Business Objects
Strong experience presenting and interacting with Senior Leadership Team
Green Belt or Black Belt Certified

102

BP&A Analytics Lead Analyst Resume Examples & Samples

Identify and evaluate tools for enhanced workflow of IMR remediation to manage and improve throughput across all life cycles including controls impacting front-end/ IMR Reporting
Reengineer IMR management processes as needed to improve remediation rates
Conduct workflow analysis, business process modeling; develop use cases, test plans, and business rules; assist in user acceptance testing
Collaborate on design and implementation of workflow solutions that provide long term scalability, reliability, and performance, and integration with reporting
Develop in-depth knowledge and proficiency of supported business areas and engage business partners in evaluating opportunities for process integration and refinement
Gather requirements and provide solutions across Business Sectors, Global Functions and horizontally among CDO partners
Partner with cross functional teams to analyze, deconstruct, and map current state process and determine improvement opportunities including creation of target operation models
Assist in negotiating for resources owned by other areas in order ensure required work is completed on schedule
Develop and maintain documentation on an ongoing basis, and train new and existing users
Direct the communication of status, issue, and risk disposition to all stakeholders, including Senior Management, on a timely basis
Direct the identification of risks which impact project delivery and ensure mitigation strategies are developed and executed when necessary
Ensure that work flow business case / cost benefit analyses are in line with business objectives
Serve as an authoritative point of contact for the IMR program, HPQC, MicroStrategy, and C-Suite reporting
Deliver coherent and concise communications detailing the scope, progress and results of initiatives underway
Understand and support regulatory requirements driving IMR program processes, data quality issue remediation, and IMR reporting
Partner with the IMR Reporting team to identify necessary reporting, analytics and metrics enhancements to support internal CDO and cross-business partners in remediating data quality issues
Partner with the IMR Reporting and Data Quality Monitoring teams to develop requirements, oversee development and manage transition to integration of IMR reporting with Data Quality Measurement metrics / reporting / analytics
Deploy influencing and matrix management skills in order to ensure technology solutions meet business requirements
Identify stakeholders and key organizations, building and manage relationships to progress IMR program results
Collaborate with knowledgeable and demanding stakeholders to establish project plans for major initiatives and drive efforts to a successful conclusion
Direct the creation of multiple projects of work and manage their alignment to business goals
Coordinate with Technology and other functional teams to deliver consistent and efficient process / platform enhancements, providing hands-on support and issue escalation as needed
Assist with
Lead the identification and drive resolution of issues, including those outside established projects of work
Work with stakeholders to ensure project scope definition meets business objectives
Drive adherence to IMR processes, procedures, methods, and standards
10+ years’ experience driving process / process redesign, procedures, relationships in a wide array of functional areas, in a financial services institution
Strong familiarity with Citi’s DQSOM and IMR program a plus
Project manager certification is a plus
Experience having reengineered and delivered complex work flows with participants spanning multiple organizations
Strong skills in analyzing business issues and process, and identifying acceptable technical solutions
Excellent ability to work effectively at the senior most levels with multiple internal and external partners while facilitating consensus; superior ability to develop partnerships across multiple businesses and functional areas
Strong analytical, problem solving and project management skills; results-oriented
Strong track record of innovation and optimization of workflow products
Well-developed requirements gathering, analysis, problem solving and documentation skills
Excellent critical reasoning, quantitative, and qualitative analysis skills, with a demonstrated track record of developing and performing a variety of process flow analyses
Experienced working on globally distributed projects

103

Lead Analyst Anti-money Laundering Due Diligence Resume Examples & Samples

Perform CIP verification; document and escalate exceptions; monitor for timely resolution
Perform AML due diligence checks on prospective customers, related parties, investors and suppliers
Perform enhanced due diligence checks on high risk accounts
Conduct research using 3rd party solutions to identify potential money laundering and reputational risk issues
Perform on-going monitoring of PEP, Adverse Media and OFAC alerts; review, resolve and escalate where appropriate
Support internal testing and audit requirements
Work with Compliance and Business on assigned projects to drive policy and process changes needed for continuous improvement
Bachelor's Degree with 2+ years' experience in financial services (Audit, Compliance, Legal, Operations, Risk, Finance)
Strong knowledge of AML due diligence tools (Lexis-Nexis, Bridger World-Check)
Highly Proficient in PowerPoint, Excel and Word
Must be willing to work out of an office in Shannon, Ireland
Must be willing to travel 5% of the time
Strong oral and written communication skills and able to communicate effectively at all levels within the organization
Previous experience and demonstrated expertise in Anti-Money Laundering, Know Your Customer and other compliance programs

104

BSM Lead Analyst Resume Examples & Samples

Conceptual/working knowledge of balance sheet and funding products (repo, unsecured, derivatives) is critical
Prior experience with regulatory requirements such as CCAR, CLAR, and Resolution Planning are a strong plus
High energy style with the ability to work independently and multi-task in a fast paced environment
Ability to interact with all levels of management, strong interpersonal and communication skills (written and verbal)
Well-developed aptitude with databases and other desktop applications
Strong spreadsheet knowledge (functions, macros, etc). Access knowledge a plus

105

Institutional Clients Group Product Control Lead Analyst Resume Examples & Samples

Daily interaction with the trading desks, middle office, risk management, business unit management teams and operations will be necessary to resolve issues including but not limited to front to back reconciliations
Write commentary explaining large P&L and balance sheet movements
Regulatory analysis, month end closing process and quarterly / annual disclosure reporting
Partner with Valuation Control & Analytics (VC&A) Team in the review of inventory valuation testing and results
Work directly with internal and external audit reviews
Advanced degree, CPA and/or CFA a plus
Strong Communication stills (written and oral) are needed as frequent interaction with the traders, Risk, Accounting Policy, Tax & Audit is required

106

Lead Analyst Resume Examples & Samples

Work on Linux/VMware Builds and related activities
Build Linux/Unix Servers, engage in Post build QA checks, General Service request, OS patching, Physical and Virtual Server migrations, ESM remediation, Scheduled changes etc
Work extensively on Migrating the identified applications from legacy platforms to SDI
Hands on experience in Windows SA with expertise on Microsoft Windows Server 2008, 2012
Hands on experience in Linux System Administration with in depth expertise on RHEL
Ability and willingness to work late nights and weekends as needed
Min 7 yrs experience in Windows SA

107

Change Control Management Lead Analyst Resume Examples & Samples

Exceptional organizational, written and oral communication skills combined with broader strategic thinking acumen
Proficiency in MS Excel, PowerPoint and other MS-Office Tools, SharePoint
Proven skills in developing and maintaining key stakeholder engagement and support
Able to consistently stimulate innovative thinking, seek out best practices, manage conflict, and drive change
Highly motivated team player with a collaborative working style, capable of managing a diverse team in a matrix environment
Proactive and goal-oriented strategic thinker, with ability to identify creative solutions
Must be a team player, sharing insights and knowledge with colleagues, and driven towards meeting team goals
Experienced in managing global projects across various locations and cultures
Strong understanding and appreciation of internal control environment

108

BP&A Analytics Lead Analyst Resume Examples & Samples

Experience in GCB financial reporting and budgeting
Demonstrated success driving process improvement with a track record of innovation
Must have intellectual curiosity and a willingness to delve into a problem and understand the root cause. Be able to draw conclusions from financial analysis and understand the impact
MS Office (Excel and Power Point)
Cognos TM1, Essbase
Management Reporting and forward-looking toolkit - Citi Insight/Citi Foresight

109

Lead Analyst Resume Examples & Samples

SAP Retail Master Data Business Process Management
Serves as the subject matter expert for SAP master data processes
Partners with business users to identify and prioritize business requirements
Coordinate/collaborate with architecture and infrastructure teams on best practices, design and environment setup
Design SAP solutions to meet business requirements
Conducts design reviews and assists with the design and specification development
Partners with development resources to provide detail functional specifications and field mapping documents for custom development and help to translate functional specifications into technical requirements
Responsible for quality testing and working with users to gain user acceptance testing
Works with business to ensure mutual accountability as design results are achieved. Holds the business accountable to the design
Coordinates and/or executes master data conversion for large projects
Leads project deployment and supports project hypercare
Non-Project Responsibilities
Responsible to keep abreast of industry trends and innovations and future SAP development for respective process areas or functional areas
Provide third level production support and identify root causes to issues
Travel Requirements
International travel may be required
7+ years of related SAP experience
At least 5 years of experience in direct hands on design and implementation of the SAP Master Data
SAP Business Process Knowledge
Strong knowledge of ASAP Methodology
Functional experience in retail industry is a required. SAP IS-Retail experience is required
2-3 full lifecycle SAP implementations with an in-depth understanding of ASAP methodology
Hands on experience with Retail SAP Master Data, including Sites, Customers, Articles, Assortments, Listings, Pricing and Promotions
Strong experience with SAP IDOCS and interfacing with third party systems
Experience in creating functional specifications for Forms, Reports, Interfaces, Conversion, and Enhancement objects and coordinating with technical team for the development
Experience in testing efforts during various integration, regression, and user acceptance test cycles
Proven ability to lead groups, manage project deliverables, and maintain relationships
Ability to work in complex technical environment
Ability to manage multiple, changing priorities while working effectively in a team environment
Ability to effectively interact at an executive level
Cross functional experiences with SAP modules such as MM, WM, SD and FI
Experience with defining and/or executing projects using a global template
Experience in managing budgets, project plans, resource allocations, and priorities are a plus
Some technical experience writing LSMW’s, debugging programs, data conversion tools, etc
Hands on experience with SAP configuration and implementation experience of retail processes including replenishment, purchasing, inventory management, reverse logistics, allocation, MRP and Warehouse Management

110

VP, P&A Lead Analyst Resume Examples & Samples

Ability to form relationships across Citi business units. The majority of the information contained within the final products will be sourced from other units. The candidate must be able to reach out for data in a productive and collegial manner
Energetic, responsive team player. The candidate will be part of an integrated, and must be able to enjoy working hand in hand with that team
Excellent Microsoft Office skills, particularly Excel. The candidate will perform advanced functions in Excel including work with pivot tables; they should be comfortable in this medium, and enjoy the process of manipulating data from various internal and external sources
The candidate must also have the ability to master proprietary systems quickly, and contribute to the development thereof, as required to meet the needs of the function
The candidate will also be asked to draft documents or portions of documents
Ability to work well under pressure. Workload is highly concentrated in the first and third quarters, and the ability to exercise diplomacy with various constituencies is paramount
Demonstrated high level of integrity and professionalism
5-7 years of relevant experience (i.e. financial analysist, and/or a similar function within a financial services institution)
Strong educational background. MBA or MBA candidacy a plus
Prior Citi experience a plus

111

Product Control Lead Analyst Resume Examples & Samples

Oversee a small team whose responsibilities include the monitoring and analysis of internal Treasury funding transactions
Analyze and report daily P&L for interest rate basis swaps. Treasury enters into interest rate swaps in order to manage their interest rate exposure
Oversee all third party debt issuances on behalf of Treasury. The products supported include bond instruments, swaps and options. Each debt issued is hedged economically out of the currency risk and P/L volatility by using derivative products
Since these are structured debt issuances, each deal is unique. A broad knowledge of financial products is needed in order to ensure proper P&L and Balance Sheet recognition
Analyze FX pl on non-USD debt issuances and work with Treasury on hedging the related exposure
Communication is extremely important. Daily communication (both written and oral) is required with Treasury, Traders, Middle Office and other Product Controllers
The ideal candidate will have a BA/BS in Accounting as well as 6+ years related experience
Advanced Excel skills are a must. The use of pivots and spreadsheet tools is a major factor in the success of the candidate

112

P&A Lead Analyst Resume Examples & Samples

1) Ability to interact with senior business leaders as well as partner with all areas of finance and other functions
2) Enthusiasm to learn new businesses and products and adapt to evolving markets
3) Ensure the tools are in place to provide accurate and timely analytical support
4) Desire to work closely with the Deposits and Lending business seniors and front line. Where appropriate, the person will be expected to identify and recommend solutions that will lead to greater efficiency in supporting the businesses
Monthly and ad-hoc/strategic analysis of Lending and Deposits financials and significant contribution to the monthly business review materials for these products
Coordinate all financial deliverables including monthly business commentary for product drivers of revenues, and business drivers of changes in significant balance sheet items
Ad-hoc presentations for Senior business meetings and for Quarterly Business Reviews
Coordinate the annual/semi-annual CCAR process and the annual business plan at the pre-requisite levels
Project management of the modelling and aggregation process as part of the Ruby mechanism, coordination and implementation among multiple internal and external stakeholders
Ensure CPB bespoke reporting systems are in line with Global Finance systems
Becoming the business trusted advisor at the business sub-product level for Balance Sheet products
Building close business partnerships across the CPB business community and being the point of contact on Global CPB Balance Sheet product revenues and balances for multiple partners across Citi, including Treasury, Corporate P&A, ICG P&A, Risk and others
Good working knowledge of wealth management businesses
Prior FP&A experience or similar
Knowledge of Citi Finance systems such as Pearl/FRS
Working with multiple stakeholders
An analytical & questioning mindset, ability to innovate & relate data to business insights
Organizational and project management skills, ability to prioritise across multiple deliverables
Ability to interact confidently with senior business leaders
Strong financial background with post qualification experience
MBA desirable but not essential
Willing to learn, ambitious and hard working
Quantitatively competent, with advanced experience in Excel, PowerPoint and dataset management
A mature & dependable team player with a positive & pro-active attitude
Ability to leverage a remote team effectively

113

Product Control Lead Analyst Resume Examples & Samples

Assist in month end closing process including General Ledger entries, balance sheet substantiation, and P&L reporting
Identification and analysis of key Balance Sheet / P&L variance drivers vs. prior periods
Key contributor to the production of the GSM monthly price verification reporting packages
Key contributor to the daily production of both the Wholeloan Business PAA and consolidated GSM PAA results including analysis of residual and unexplained PL
Develop an understanding of the end to end trade processing flow which is needed to jointly work with Middle Office, Operations, and Technology in resolving trade and operational problems that impact the PL and balance sheet
3+ years of Product Control background. Mortgage product knowledge a plus but not required

114

Lead Analyst Resume Examples & Samples

Support model validation initiatives related to quantitative analytic modeling with the Synchrony Model Governance and Validation team
Serve as a lead analyst supporting independent model validation of capital planning and stress testing models
Work closely within the Risk organization to validate accuracy and performance of statistical models and to identify issues requiring further investigation
Validate external vendors’ models to ensure accuracy and relevancy
Provide independent model review and validation services and support across functions at Synchrony Financial
Lead the review and maintenance of relevant model and model validation documentation, perform in depth analysis on large data sets, and prepare analysis and reports to support discussions on key analytics and model risks
Liaise with the Synchrony Financial business teams to uncover and highlight model risk associated with models
Keep pace with the latest developments in academia, regulatory environment, risk technology (vendor and in-house) and financial services industries in order to provide expert guidance to the Synchrony Financial functions
The primary requirements are a Bachelor’s degree, or foreign degree equivalent, in Statistics, Mathematics, Business, Economics, Finance or related quantitative field, and three (3) years of related experience in risk analytics position
Alternatively, the employer will accept a Master’s degree, or foreign degree equivalent, in Statistics, Mathematics, Business, Economics, Finance or related quantitative field, and one (1) year of related experience in risk analytics position
The position also requires experience with statistical analysis and handling large amount of data and analyzing for trends; one (1) year of experience with statistical tools like SAS; experience with Regulatory requirements for Model Risk (e.g. SR 11-7/OCC 2011-12); and experience with modeling techniques supporting one (or more) of the following: Capital Planning, Stress Testing (DFAST,CCAR), ALLL, or LossForecasting

115

Lead Analyst Resume Examples & Samples

Play a key role in forecasting IT & BT&D costs (OPEX/CAPEX) base forecasting (bottom up details)
Lead IT & BT&D month end & quarter close analysis, provide variance to plan
Assess IT & BT&D cost (OPEX/CAPEX) base impact from Separation & Integration activities
Work closely cross functions such as track migration costs with PMO team, costs-benefit analysis with sourcing team
Support IT&BT&D leaders to identifiy costs out opportunities & execute on initiatives
Minimum Bachelor's Degree in Finance or Acconting
At least 5+ years post graduate experience in accounting and/or financial planning and/or IT
Experience in leading the team
Experience in IT project management
Experience in OPEX/CAPEX budgeting/forecasting
Strong financial planning & analysis background with outstanding analytical skills -Excellent problem solving skills -Proven influencing skills -Ability to work independently and to manage multiple priorities -Excellent & succinct communication skills – both written & oral. -Demonstrated ability to work with peers & senior leaders -Strong sense of self awareness

116

S&D Settlements Lead Analyst Resume Examples & Samples

Drive metrics and participate in communication sessions with all constituents about the metrics
Act as client advocate, consistently highlighting client’s perspective inside Citigroup
Establish, provide input and track operational metrics and service level requirements to achieve business goals
For global relationships, this may require coordinating efforts with Service Delivery partners around the globe
Interface with internal counterparts and business partners to ensure transfer of best service practices

117

Lead Analyst Resume Examples & Samples

Work directly with business owners and IT staff to identify, rationalize, and document reporting requirements; translate reporting requirements into functional specifications which detail the approach taken to address and resolve business needs
Execute projects utilizing IT project management methodology, owning project lifecycle and coordinating business owner inputs (requirements, testing, and signoff)
Obtain and maintain technical understanding of the application suites in addition to how the business uses this information and the data flows from system to system
Develop and test Business Objects reports as well as other reporting tools to create digital dashboard reporting solutions
Identify critical data accuracy projects to drive analytics improvements to ensure consistent and accurate reporting across the business, and align projects to overall Business Intelligence vision
Manage, coordinate and deliver testing plans including all necessary components to complete User Acceptance testing (UAT), SIT, etc
Understand dimensional data models and star schemas, ETL, processes and BI reporting components
Create appropriate documentation of relevant BI environment and keep all documentation up to date
Bachelor’s Degree and 4+ years of experience in the consumer finance industry with emphasis in either Fraud, Credit or IT; or in lieu of a degree, 8+ years of experience in the consumer finance industry with emphasis in either Fraud, Credit or IT
1-2 years of prior work experience in project management
Bachelor's degree in Computer Science, Business, or Finance
SQL, SAS, experience managing large volumes of data and identify fraud trends, develop highly effective alerts and case management
Previous IT experience within a bank or a regulated financial organization
Previous experience working with consumer deposits and/or online retail banking
Previous experience with project management methodology (PMM)
Previous experience in normalized and dimensional logical modeling
Previous SQL experience
Expert knowledge of 2 or more BI Tools (e.g. OBIEE, QlickTech, QlikView, SAP Business Objects, SAS Analytics, Tibco Spotfire.)
Strong interpersonal, communication (both written and verbal), and presentation skills
Ability to interact and influence at all levels and across functions within an organization
Ability to effectively prioritize assignments, work under pressure, and anticipate obstacles to develop plans to resolve issues

118

Fin Acct Lead Analyst Resume Examples & Samples

College Degree in Information Systems, Accounting or Business Management
Demonstrated ability to multi–task and be detail oriented is essential
Good communication, problem solving and analytical skills

119

VP, P&A Lead Analyst Resume Examples & Samples

MBA degree in Finance or Accounting preferred
4-6 years of experience preferably in a financial analysis role supporting business financial planning functions
Strong communication skills both written and oral
Strong Excel/Essbase/PowerPoint knowledge required and Access knowledge a plus

120

Eagle Pace Lead Analyst Resume Examples & Samples

Project support – understanding requirements, data flows, system needs and testing
Production support - Day-to-Day Involvement of data flows and systems from/to Pace
Extensive work with the Security Master File
Thorough research of issues and execution of solutions
Process Improvements and documentation of SOPs
Support for Corporate Actions, Fixed Income, Equities, Performance, Reconciliations, and Trade Support
Coordinate priorities with Business Groups, Accounting, and IT
BA Degree required
Minimum of 6 years business experience in the Financial Services/Asset Management industry
Experience in Security Master, Eagle Pace, Data Management, and data flows a must
Knowledge of Bloomberg Preferred
Advanced SQL and Microsoft Office skills preferred

121

BP&A Analytics Lead Analyst Resume Examples & Samples

Leads the Budget, Forecast, and Strategic Plan/CCAR processes by liaising with Finance and the Operations Leads
Develops the analysis and monthly flash and results packages while also participating in management reviews
Tracks performance against investments, productivity, divestitures and transfers/new work
Partners with and provides decision and analytical support to the CSS Leadership team
Partners with CSS Strategy and Re-engineering organizations to insure meaningful communications of CSS performance
Supports Finance and Operations in achieving expense, headcount, and cost transformation budget targets. Provides meaningful and actionable recommendations to the leadership team
Ensures Legal, Regulatory, Tax, Citigroup Accounting Policy, & Audit compliance
Provides accounting and operational guidance to CSS Regional and Product teams, and CSS Senior Management on analysis, reporting, special requests, and presentations
Provides analysis for the cost allocations process, including reviews with recipients
Bachelor's degree in Finance, Accounting or a related field of study, MBA preferred
A proven track record with 7 plus years of relevant work experience and demonstrated career progression/increase in responsibilities
Excellent presentation skills and command of an audience in delivering key results and messages
Strong MS Excel, PowerPoint ESSBASE, P2P knowledge and proficiency in reporting toolset's (ie, Microstrategy)
Experience with business intelligence reporting tools a plus

122

P&A Lead Analyst Resume Examples & Samples

Support on-going reporting for FP&A processes and activities including the monthly flash and variance analysis, investment and productivity tracking and manage F&PA related functional processes
Own investment tracking, working with AML Ops business planning team to develop accurate reporting and realistic forecast
Own productivity tracking, including validation and review of reported actuals from AML Ops reengineering team along with regional finance and partnering with Ops reengineering team to report forecast and develop productivity budget
Provide various month end reports and analysis – Flash, MOR, Enterprise AML program office monthly tracking
Global support for budget/CCAR related deliverables
Global liaison for planning related system processes (live outlook, budget, CCAR update) to ensure timely and accurate update across regions
Ad hoc financial analyses for Global AML Ops Management Team and EO&T Finance
Bachelor’s degree required in Accounting, Finance or Business Administration
Minimum 5 years of relevant experience, preferably in a large complex organization with responsibilities across multiple businesses and geographies
Strong financial modeling skills and data management skills (pivots)
Detailed oriented with proven track record of high quality results
Strong influencing skills & self-starter
Ability to multi-task and work through various deadlines
Experience in process improvement and cost reduction.

123

VP, P&A Lead Analyst Resume Examples & Samples

Lead and assist in the production and analysis of financials for all actuals and planning dimensions namely: Earnings, Outlooks, Forecasts, Annual Plan, CCAR, 3-Yr Financial Projections and manage the preparation of key senior financial executive presentations for CEO/CFO, USCC Leadership team and a variety of other internal or external stakeholders
Prepare insightful analytics and provide Head of Core FP&AS along with USCM’s CFO with information in preparation of monthly reviews in partnership with the organization’s Finance and Business leadership team
Liaise with various global functional and business planning groups to deepen USCM FP&A’s analysis as well as manage various processes around actual and forward-looking financials
7 plus years of relevant finance/business/accounting experience in financial services
Strong interpersonal skills. Must have a balance of assertiveness and discretion to be a credible and sought after resource
Demonstrated skills and ability in managing multiple projects and deadlines

124

Lead Analyst Resume Examples & Samples

Prepare company and industry research and analysis. Analyze financial statements and prepare reports for management. Present and defend analysis to management, as necessary
Perform valuation analysis for projects and companies, assess key assumptions and prepare full financial projections and financial models for project valuation
Conduct financial modeling to determine operating performance and assess risk. Develop strategies to mitigate ongoing risk
Review, assimilate, and critically summarize transaction related documents
Interface with customers and third-party consultants or EFS support team to verify underwriting and portfolio assumptions
Responsible for performing various procedural, collateral, and reporting issues associated with assigned investments
Monitor and report on assigned accounts, providing recommendations to team leaders and management. Identify portfolio weaknesses and report client activity/issues
Minimum 3 years’ experience with large commercial transaction underwriting or portfolio management
Experience in financial statement analysis and interpretation, modeling and valuation
Experience in preparing and delivering presentations to management and peers
Highly proficient use of Microsoft Excel/PowerPoint/Word
Energy industry experience
Strong organizational skills and ability to multi-task under pressure
Excellent oral, written and verbal communication skills
Local language skills

125

BP&A Analytics Lead Analyst Resume Examples & Samples

The person will be responsible for leading the resolution of Data Quality Issues (IMRs) for Finance interfacing with the TTS business
Ensure that timely and accurate updates are made to each IMR under management
5-10 years’ experience in reporting and data analytics
Knowledge of the following banking products: Deposits, Loans, and knowledge of Citi systems in TTS will be a plus

126

VP, Solutions Lead Analyst Resume Examples & Samples

Lead the design and prototype of bespoke VBA driven solutions to address specific business challenges
Lead the support and documentation of bespoke end user computing systems for the CTI business
4+ years of experience working in the finance industry
Detailed understanding of technology and using technology-led solutions to implement automation of analytics and reporting
Expert object-oriented VBA programmer
Good communication skills, oral and written, with ability to converse with a wide variety of people across functions
Demonstrated ability to lead projects across business units / functions to deliver results

127

Solutions Lead Analyst Resume Examples & Samples

Manage the monthly reporting process for Treasury Liquidity Monitoring and Reporting Program, including Steering Committee reporting, Monthly Management Reporting and Citi-Wide Key Initiative reporting
Facilitate regular program meetings, including weekly meetings, Operating Committee meetings, etc
Manage and provide credible challenge to plans, risks, issues and changes
Manage audit readiness and perform as change audit coordinator as required
Perform analysis of Critical Success Criteria, KPI/KRIs and non-financial benefits realization
Facilitate Executive Steering Meetings and provide executive level transparency to activity and strategic alignment
Ensure Key stakeholder management and communication is in place
Coordinate Citi-Wide Key Initiative Onboarding activities if applicable
Manage closure phase, gather best practices and lessons learned
Drive resource planning and funding process
Adhere to CPMC approved PM procedures and tools as applicable. Identify and escalate gaps in aligned Projects and Programs
Participate in CPMC/Finance communication and training activities and cascade key messages to the initiative level to ensure awareness and understanding of PM procedures and tools
A desire to expand knowledge of Citi Finance processes, data and platforms as well that of enterprise wide Product and Geography organizations
Exceptional verbal and written communication skills and ability to interact at senior levels of the Finance organization
Project Management and analytical skills
Ability to work effectively with project teams/leaders across all functional areas and levels
Ability to quickly understand, dissect and solve complex problems

128

BP&A Analytics Lead Analyst Resume Examples & Samples

5+ years of leadership in a reporting and/or analytical capacity; advanced SASand SQLexperience; experience working in a UNIX environment; strong analytical and product management skills; ability to successfully engage in multiple initiatives simultaneously and work independently with users to define concepts or under direction of project managers; excellent verbal and written communication skills and the ability to interact professionally with a diverse group of executives, managers, and subject matter experts
Remain flexible as business needs change
Understand the business intent of the control information produced and drive change with the control information users
Adhere to and bring improvements in the formalized development and communication processes throughout the report life cycle
Effectively change his/her communication style to suit different audiences
Self-manage his/her workload including multiple reports and report updates

129

Solutions Lead Analyst Resume Examples & Samples

Work closely with senior project sponsors, business users and technology to define and document scope, business requirements and functional specifications
Review and understanding of liquidity regulations, business requirements and legacy processes
Define data requirement to comply with regulatory and business reporting needs
Develop and implement data solutions required to leverage data in GENESIS data warehouse
Prepare detailed project plans/implementation plans and lead project status meetings
Work with program management to review project plans and weekly project status meetings
Liaison between business users and Data solutions teams
Manage testing efforts for both System Integration Testing and User Acceptance Testing globally including the development of test plans, test cases and test scripts
Ensure projects follow Citi processes and meeting Information Security policy requirements
Must be self-starter that is able to acquire and comprehend the knowledge needed for the project very quickly
7+ years prior experience in financial services or equivalent experience in a consultancy role within finance industry
Business analysis and project management of finance/treasury projects in a global context for a large multinational bank
Strong knowledge of financial products (specially on Deposits)
Understanding of regulatory issues impacting financial services, especially Treasury
BS/BA required (MS/MBA a plus)
Strong multi-tasking skills required
Must be able to come up to speed quickly - quick learner
Advanced excel/Access skills

130

Lead Analyst Resume Examples & Samples

7+ years of Property Tax experience
Bachelor's Degree in Accounting, Economics, or Business related discipline
Significant expertise in State and Local property tax issues/laws/rules/regulations, public utility accounting/rate making and in real estate/public utility appraisal techniques and valuation methodologies
Completion of professional level courses in Property Tax Theory, Practice, Administration, Valuation Methodologies, or related educational concentrations
Experience supporting and developing less experienced analysts, managing project teams and complex/multiple projects independently
Demonstrated negotiation and conflict resolution excellence
Proficient in relevant software, including Microsoft Office products

131

Solutions Lead Analyst Resume Examples & Samples

Data Analysis, focusing on the area of Liquidity Risk Management/Reporting
Work closely with senior project sponsors, Liquidity Reporting business users and technology to define and document scope, business requirements and functional specifications
Work with Derivatives Data Owner to prepare project plans/implementation plans and weekly project status meetings
Liaison between Liquidity Reporting business users and Liquidity reporting and Data Warehouse system development teams
Gain an in-depth understanding of Legacy Liquidity Reporting and develop transformation rules required to leverage data from GENESIS data warehouse
Understand internal and regulatory Liquidity Reporting requirements
Ability to perform complex data analysis using Excel and other analytical tools
Solid understanding of financial products on a bank's balance sheet

132

Test Lead Analyst Resume Examples & Samples

Maintaining the integrity of the teams core offering of data warehouse, ETL and BI testing and ensuring delivery of software of the highest standards in a timely manner
Working with the development team, business analyst and SME's, analyzing test requirements, creating and documenting test plan, test strategy and test cases in a structured and reusable format and designing effective test processes
Defect tracking - recording and follow-up to resolution
Working with project teams spread out in multiple location and regions
8 years of experience in Application Testing and majority of which is around Data Warehouse and ETL testing
Possess good communication and numeracy skills
Highly self-motivated, flexible, adaptable and results oriented
Positive and proactive attitude

133

VP, FP&A Lead Analyst Resume Examples & Samples

Analyze Actuals and Forecast the short term and long term drivers of Net Interest Margin for Branded Cards across key products
Present analysis and forward looking views for Branded Cards to Finance and Business Leads (close Business Support)
Prepare various deep dive analysis initiatives focused business growth (e.g. decomposing investment mix and offer strategies and their impacts on balance migration/growth by APR bucket and the impact on yield, rate sensitivity analytics given anticipated increases in market rates, etc.)
Analyze various macro-economic drivers and estimate the impact of the changes in external factors
Re-design of key driver and P&L forecasting models aimed at driving advanced methods of predicting revenue performance, including back book/front book and yearly vintage views
Work effectively across a matrixed organization
Minimum of 2-5 years’ experience of financial analysis in a large corporate environment (credit card experience preferred)
Ability to translate complex consumer behavior and business trends into meaningful and actionable presentation observations
Enthusiasm and willingness to learn a complex business

134

Lead Analyst Resume Examples & Samples

2+ years of Product Control experience
3-6 years of related professional experience
Ability to multitask

135

BP&A Analytics Lead Analyst Resume Examples & Samples

Gather requirements and provide solutions across Business Sectors, Global Functions and horizontally among CDO partners and partner with cross functional teams to analyze, deconstruct, and map current state process and determine improvement opportunities including creation of target operation models
Ensure that work flow business case / cost benefit analyses are in line with business objectives, develop strategies to reduce costs, manage risk, and enhance services
Strong familiarity with Citi’s DQSOM (Data Quality Standard Operating Model) and IMR program a plus
Experience having reengineered and delivered complex work flows with participants spanning multiple organizations, leading teams where tradeoffs must be made and buy-in from key stakeholders must be achieved
Highly self-motivated, Excellent critical reasoning, quantitative, and qualitative analysis skills, with a demonstrated track record of developing and performing a variety of process flow analyses

136

Lead Analyst Resume Examples & Samples

Person should be willing to learn new tools/languages as required by project needs and should exhibit flexibility and adaptability in embracing change
Excellent analytical skills, the ability to integrate information from multiple sources to execute effectively and efficiently in a dynamic environment
Ability to work in a fast paced environment, Good team player and can work independently
8 to 11 years of professional experience in analysis, design and development of large-scale enterprise systems
Expertise in architecting enterprise solutions using C#, Microsoft.NET, 4.5, 4.0
Experience in fully SCRUM and Agile development methodology
0/3.5 year with strong Oracle and OLAP related technology skills
Previous experience in designing and developing P&L reporting applications is a plus

137

Lead Analyst Resume Examples & Samples

Strong technical developer with 4-8 years of experience
Strong knowledge of OOPs (JAVA)
Strong knowledge in Javascript
Strong knowledge of SQL (Sqlserver\ Oracle) is mandatory
Knowledge in UNIX operating system
Experience on Testing
Working knowledge in EXT JS
Design, Development and Unit Testing
4 – 8 years of industry experience

138

Lead Analyst Resume Examples & Samples

Java Mail, XML parsers, JUnit
Working knowledge of version control tools like SVN
Proficiency on ORACLE
Good understanding of build tools like Maven
Futures & Options background
Team Member and Team Lead
MCA / BE
4+ Years experience in Oracle and Sybase or SQL Server or DB2 or DB2/400

139

Solutions Lead Analyst Resume Examples & Samples

Global Process Design and Implementation – Work with Finance teams and FRO to implement the standard GPO processes including working with GPOs to develop and document more detailed designs and controls where needed, developing project plans to implement new processes and sunset existing processes, monitoring implementation of the new standards, ensuring training and communications in coordination with Global Functions Learning & Development, Finance Initiatives, and ensuring compliance with policies, legal and regulatory requirements, where applicable. Approach will involve participating in and helping to facilitate workshops in target businesses and countries which will require travel
Shared Services Strategy - Partner with shared services in designing strategy for the global process, monitor all aspects of shared services integration and performance
Work with GPOs on Transformation objectives by providing thought leadership, reengineering expertise, project management discipline and effective workshop facilitation to ensure strategic objectives are met. BICF consults with GPOs on how to achieve a future state vision using a structured methodology which includes focus on process design, information, enabling technology, service placement, governance and organization, skills and talent needed and implementation planning. BICF also focuses on identifying integration points and working across GPOs to resolve issues
Work with BIC leadership team to support the overall program which may include working on program communication plan, assisting with the development and monitoring of KPIs and project milestones and working across GPOs to collect technology enabler requirements
Strong and demonstrated project management and execution skills with a proven track record of process transformations, including technology integration. Application of reengineering methodologies such as Six Sigma and Lean
Outstanding communication, facilitation, interpersonal and influencing skills. Ability to build a broad base of support among key decision makers. Proven track record of collaborating and building relationships and influencing across the organization
Personally demonstrates the desire for continuous learning and creates environments where employees are provided development opportunities. Ability to understand the strategic direction and deliver successful results in a complex and cross functional organization
Flexibility to change direction and do what is needed to achieve end state objectives

140

Lead Analyst Resume Examples & Samples

Drive preparation and implementation of the Regulatory Capital results and process in conjunction with HQ, including data and metrics reconciliation
Support annual stress testing process execution and development of enterprise Capital Plan document for various
Analytical and data management
Experience leading data gathering
Proven ability to multi-task and engage cross-functional stakeholders and influence others
Strong project management skills with experience handling multiple projects/issues simultaneously
Risk management experience with strong analytical focus. Preferably RMP experience
Some exposure to concepts of and tools for stress testing, economic capital and portfolio management
Knowledge of aviation finance business and core practices

141

P&A Lead Analyst Resume Examples & Samples

Bachelor degree holder in Business/Finance or above
Holder of CPA/MBA is preferred
Minimum 8 years of experience in a financial services environment
Knowledge of financial products, accounting principles and practices
High degree of numeracy, an analytical approach to tasks and problem solving skills are essential
Self-starter, able to manage several tasks simultaneously and deliver to deadlines with minimal supervision as well as being adaptable to short deadlines and moving deliverables
Strong attention to detail/accuracy
Good interpersonal skills and ability to develop strong partnership with stakeholders
Good command of written and spoken English

142

Balance Sheet Management Lead Analyst Resume Examples & Samples

Common stock share repurchases across 10b-18 and 10b5-1 purchase periods
Analysis and execution of potential call exercises
Represent Treasury’s interests in various projects related to debt issuance, hedging, etc
Foremost, we are looking for motivated and focused individual who can take ownership of assignments and push projects through to completion
Drive and ability to accomplish tasks effectively and meet established deadlines
Financial industry or related experience
Systems management / project management skills
Experience analyzing bond and hedge instruments including interest rate swaps, cross currency swaps and options a plus
Bachelor's degree required, Master’s degree or professional designations a plus

143

Client Onboarding Lead Analyst Resume Examples & Samples

Owning his/her own pipeline of onboarding requests that include complex and highly sensitive cases
Ensuring continued forward progression throughout all the required processes as quickly and effectively as possible
Developing and implementing any bespoke onboarding processes for specific clients as required
Managing the overall team pipeline while always being positioned to providing relevant updates internally/externally as well as to management (i.e. regional head, credit officers, legal heads, desk heads and business managers)
Keeping track of loose ends and closing them out on a timely basis including following up with internal and external parties when activities go beyond their expected duration
Owning and managing one-to-one direct relationships with selected high revenue earning clients
Readily exercising resourcefulness in resolving issues in the quickest way possible while not compromising best practices
Promoting the same to junior analysts
Constantly analyzing processes; innovating and driving solutions
Developing and maintaining MIS on end to end processes for tracking controls and turnaround times of deliverables from the team and other processing areas
Continually identifying opportunities to realize economies of scale within the team
Act as escalation point as well as take an active part in assisting and coaching junior team members
Motivate and nurture growth potential amongst junior team members
Ensure a balanced team workload
5+ years of client onboarding related experience within financial services
Capital market product knowledge
Knowledge of industry related directives such as Dodd-Frank, EMIR and FATCA
Proven self-starter with the ability to work independently
Strong time and priority management skills
Strong people management skills with focus on process improvement, operational redesign as well as team motivation
Strong interpersonal and written communication skills with no aversion to face-to-face client and management interaction
Ability to work and adapt in an ever-changing regulatory and control environment as well as assess impacts to clients and existing processes
Project and change management skills are essential
Good working knowledge of MS Office Suite

144

Risk & Control Lead Analyst Resume Examples & Samples

Bachelors Degree, or equivalent experience
At least 7 years of relevant experience
Working knowledge of Citi preferred
Familiar with and follow best practice Project Management methodologies, and have an interest in pursuing either the PMI CAPM or PMP certification
Relevant finance/business/accounting experience in financial services; experience in leading financial planning and analysis efforts
Advanced capabilities in quantitative and data analysis; Proven ability to conduct research/analysis, organize and interpret findings, and build presentations that facilitate senior management decision making
Outstanding written and verbal communication skills. Ability to write effective, high-quality emails and documents
Proven leader of multiple, concurrent work efforts globally / across organizations
Results orientated; ability to commit to and follow initiatives through to completion
Able to work flexible hours and multi-task in a fast paced, dynamic, high-pressured environment - managing changing priorities and tight deadlines
Able to be detailed focused and also to summarize status / issues / recommendations - producing quality deliverables
Demonstrates highest level of personal and professional integrity
Strong interpersonal, collaborative, and team building skills; Able to partner with and lead people with different personalities and responsibilities across multiple geographies, demonstrating conflict management, influencing, and negotiation skills to drive the decision making process; Adaptive; Confident; Persuasive; Proactive; Accountable; Enthusiastic
Ability to work with all levels of stakeholders across the organization
Able to work with minimum guidance and quickly grasp / master new concepts
Advanced skills with: Word, PowerPoint, Excel, Outlook, SharePoint

145

Client Onboarding Lead Analyst Resume Examples & Samples

Moving the onboarding request through the process as quickly and effectively as possible (KYC/Legal/Credit)
Following the onboarding processes for different desks
Working closely with Sales desk regarding ongoing prioritization of Pipeline
Effectively following up with clients in a timely, professional manner
Keeping track of loose ends and closing them out on a timeline basis incl. Following up with internal and external parties when activities go beyond their expected duration
Reviewing MIS and providing feedback/commentary to ISG Management for further business distribution
Continually look for ways to realize economies of scale with global counterparts and clients
The candidate must have a strong onboarding background
The ideal candidate will have strong knowledge of the full product spectrum that we offer; Equities, Fixed Income and FX, Prime Finance, Futures, Clearing and commodities
Experience of working within a strong regulatory/control environment

146

Fin Rep Lead Analyst Resume Examples & Samples

Manage the Corporate Governance global attestation process which is used to validate various attributes related to 1000+ legal entities
Liaise with Legal Entity senior management team in New York to respond to Federal Reserve related legal entity information requests
Manage Data Conformity across multiple Legal Entity systems
Manage the production of Legal Entity Management metrics and presentations
Support Legal Entity data quality initiatives
Incumbent will become CLEMS and GEMS Subject Matter Expert (SME) to handle various queries from the owners of other Citi-wide initiatives
Oversee enhancement of CLEMS training and faciliate training to the user community
Interface with Legal Bank Regulatory Office, Head of Legal Entity Management, Corporate Tax, Citigroup Treasury, and other senior Finance, Legal, and Compliance staff on a global basis for information collection and issue resolution
Lead special projects as assigned by management
B.S. or B.A. in Finance or Accounting required; CPA or MBA preferred
6+ years Public or relevant private experience
Strong interpersonal and communication skills to interact with all levels of management
Strong organizational and time management skills to meet strict reporting deadlines
A results-oriented individual
Strong time management skills and ability to handle shifting priorities
Ability to convey complex issues in a clear and concise manner
Ability to promote a culture of teamwork and create and foster strong partnerships
Experienced Microsoft Office Products (Excel, Word, PowerPoint, Access) Power User
Ability to initiate and manage change
Ability to effectively manage projects through to timely completion
Advanced database management skills preferred

147

Rohq-pcg-product Control Lead Analyst Resume Examples & Samples

As a leading contact for Asia Equity and Credit Business and coordinate with Global VC&A teams to ensure consistent practice across different Regions
As a leading coordinator to provide Equity and Credit business valuation information to the Global VC&A team for the monthly Fair Value report
Work with PCG teams for Equity and Credit across different Asia Countries to develop consistent control framework for Price Verification and Fair Value Adjustments
Work with PCG teams for Asia Equity and Credit Business to develop consistent Price Verification and Fair Value Adjustment reporting framework
Carry out periodic review of detailed Price Testing working files for Asia Equity and Credit Business to ensure compliance with Global VC&A Best Practice
Review documentation for Valuation Control, including monthly PV meeting minutes and MVA methodologies prepared by PCG for respective countries
Coordinate with the countries PCG teams in preparing quarterly L3 inventories additional analysis and lead the discussion with the Business and Market Risk
Conduct VC&A training sessions for PCG teams for Asia Equity and Credit Business across different countries
Act as a leading contact for countries PCG teams to resolve any questions/issues on Valuation Controls
Bachelor’s degree in Business Management, Economics, Finance, Accounting, or related field-preference for accounting qualifications with CIMA/CPA/CA/CFA
Experience with financial products (preferably capital market products i.e. FX, Derivatives, Options, Fixed Income) and/or public accounting experience of these products

148

VP, Solutions Lead Analyst Resume Examples & Samples

Ability to act as a liaison between business users and systems development group
Knowledge of Liquidity Risk Management/Reporting including Basel III and stress testing
Solid understanding of financial products (Securities, Deposits, Loans, Derivatives, Debt and Secured Financing) on a bank's balance sheet
Expert Excel Skills
Business Analysis and Project Management within Citi's Best In Class Finance team , focusing on the area of Liquidity Risk Management/Reporting – including FRB, 4G, Basel III, FSA, CRD IV, Liquidity Stress Testing , LCR, and NSFR
Partner with functional groups - Global Treasury, Product/Regional Treasury Organizations, Risk, Finance, Technology
Prepare detailed project plans/implementation plans and lead project status meetings, including preparing agendas and minutes
Work with subject matter experts to produce relevant artifacts (process flow charts, user requirements, user guides, release notes)
6+ years’ experience in financial services, preferably with experience on medium to large-scale global projects
PMI/PMP certification a plus
Understanding and exposure to a variety of financial products used by institutional, corporate and investment banks
Understanding of the Treasury function within a bank

149

Lead Analyst Resume Examples & Samples

To work alongside front office traders to monitor, analyse and report breaches of limits and their respective exposures within the counterparty credit risk of trades
To monitor risk limits and implementation of the escalation process
The production of reports which communicate the results of breaches; what breach has taken place? Why was this breach made?
Continuous analysis of the traded products portfolio
Liaising with front office and risk management regarding limit and exposure figures and reports
Ensuring that tasks are performed in line with global policies and internal rules
Deep understanding and knowledge across asset classes: FX, interest rates, securities, derivatives etc
Good knowledge in traded products
VBA and/or SQL programming skills
Practical experience in analysing of risk arising from derivative products
Experience in handling trading systems
Good knowledge of different risk systems
Good understanding of economic correlations and counterparty credit risk exposure monitoring

150

BP&A Analytics Lead Analyst Resume Examples & Samples

Engage HR, HCRA, Chief Data Office, Technology and HRSS Region/Product stakeholders to ensure comprehensive and realistic design of HR data initiatives
Provide project leadership to ensure successful delivery of projects through adherence to processes and tools, identification/management of risks and issues, facilitation of/participation in key meetings, engagement of stakeholders, and on-time completion of milestones and deliverables to meet and exceed customer expectations
Develop and maintain robust, integrated project plans. Analyze project plans to identify risks and subsequently work with project team members to formulate recommendations
Define current state business processes, systems and organization structure for projects
Provide input to the future state product offering, business processes, systems and organization structure for all projects
Actively identify, manage, mitigate, and escalate risks and issues. Consistently check back to assure any changes in the project plan or content does not negatively affect the project outcome
Participate in weekly program level reporting processes and reviews, including analysis and preparation of project dashboards, metrics, and materials
Represent HRSS Data Management Team on operational and tactical system meetings providing feedback, answers and follow up, ensuring that accurate and detailed information is available when required
Lead team meetings to review status and resolve issues in order to meet target deadlines
Develop and maintain strategic relationships with the senior Human Resources and business managers across Citi
Coordinate communications with internal customers and stakeholders across multiple projects and teams
10+ year’s work experience with Human Resources or related area with a track record of innovating and leading strategic HR initiatives across a global platform
Experience including systems function design & development, business requirements gathering, project management, data analytics and reporting
Formal Project Management experience or consulting background
Ability to execute on multiple strategic initiatives simultaneously
Familiarity and experience with HR objectives and key drivers for success within related HR functions is ideal
Ability to influence at senior levels and effect change in a large, diverse, multicultural organization, and proactively build relationships with key HR stakeholder
Gains executive sponsorship and creates or leverages existing tools to ensure successful implementation of major changes
Excellent analytical skills essential
Ability to see the big picture without losing attention to detail
Undergraduate Degree in Management, Operations, Human resources or related area
MBA/Graduate degree preferred

151

BP&A Analytics Lead Analyst Resume Examples & Samples

Design technical solutions to business problems via defining, analyzing, and documenting requirements
Operate under general or minimum supervision to assist management in articulating business needs
Works directly with senior management to identify, define and document business needs and objectives, current operational procedures, problems, input and output requirements, and levels of systems access
Oversee the quality assurance testing process to ensure end result development meets the business expectations fully
Serves as a technical resource to senior management in the evaluation of new tools, and improvements to existing processes
Provides as needed data extraction and analytics for management
Provides communication to both GWFO leadership and operations leadership related to project status
Other duties as required and assigned by leadership
BA/BS degree with 4+ years of relevant experience in technical writing, process flow, application
Excellent written and verbal communication, particularly within the realm of technical writing and
Advanced to expert level proficiency with all Microsoft Office tools
Proven experience with project and process management
Experience in data and flow modeling techniques and methods
Proven track record of successfully working with and creating requirements for a team of

152

VP, P&A Lead Analyst Resume Examples & Samples

Develop analytics and analytical tools to help drive understanding of key results by the businesses and senior management
Support business analytics with Business Engagement presentations
Lead interactions with Risk regarding critical interdependent forecasts for CCAR between risk and finance, such as non-accruals, unused commitments, Risk Weighted Assets (RWA)
Minimum of 4+ years of relevant finance/business/accounting/statistical experience in financial services
Ability to build key cross-functional and cross-business relationships

153

Solutions Lead Analyst Resume Examples & Samples

Lead strategic projects and support a wide range of analytical presentations that help decide and support Citi's regulatory strategies
Coordinating projects involving a wide range of functional partners, and will have experience managing against project timelines and deliverable schedules
Contributing to the governance associated with Citi’s recovery and resolution planning activities
5-7 years relevant work experience
Significant intellectual curiosity and desire to learn how Citi’s conducts its activities, often at the most granular level
Robust analytical skills, with diligence and superior attention to detail sufficient to withstand scrutiny of sr. executive
Comfort with ambiguity
Ability to work independently in a fast-paced and matrixed environment while multitasking and meeting strict deadlines
Ability to learn quickly and take initiative in self-development

154

Lead Analyst Resume Examples & Samples

Become a subject matter expert on the day to day responsibilities of multiple European cash desks. Manage operational liquidity and cash positons within pre-defined tolerances - these responsibilities include: set daily cash positions for cash pools (multiple currencies; various sources) and provide forecasts to Trade Execution, Investments and Funding teams for further action
Monitor and take action on pooled and non-pooled cash pockets
Coordinate with businesses and treasury stakeholders on planning and execution of complex transitions
Extensive cross functional, cross region and bank counterparty coordination required to support these cash actions globally
Monitor and manage intraday activity liquidity and actuals vs. against forecasts; investigate variances
Review bank balances for all currencies; take corrective action as necessary
Drive and support projects to simplify processes and cash pool structures, improve efficiency, controllership, reduce cost and improve customer experience. Implement and track key metrics to measure improvement
New hire core training and cash desk specific training
Provide backup coverage for other cash desks in Europe, Americas and Asia-Pac for planned/unplanned absences, holiday coverage or outages
Perform daily cash reconciliation for all Cash Operations accounts
Coordinate SOX and internal audits with Manager. Ensure adequate and systematic reporting of process risk incidents
Participate in system testing related to enhancements and implementation
Coordinate business forecast accuracy report cards (example)
Support data requirements and execution related to quarterly cash sweeps
Develop business forecast accuracy report card; work with businesses to improve forecast accuracy (project example)
Bachelor’s Degree in Finance, Accounting, Business, Finance or related and proven years business experience preferably in Banking or Treasury
Demonstrated strong analytical skills Strong computer skills and proficiency in PowerPoint and Excel
Must be willing to work out of an office in Dublin
Legal authorization to work in Ireland is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening
Prior experience in banking or treasury operations
Strong organizational skills with detail orientation

155

VP, Product Control Lead Analyst Resume Examples & Samples

Responsible for managing a team of valuation specialists and oversee the independent price testing methodologies
Responsible for overseeing pricing of credit derivative products (Index & Bespoke Tranches, Index Options, Extinguishers, CLNs,) and securities (ABS CDOs, CLOs)
Co-ordinate globally and ensure consistent methodologies are applied for similar products across regions

156

Client Onboarding Lead Analyst Resume Examples & Samples

Manage Global Custody project implementations ranging in complexity from moderate to complex
Facilitation of contract negotiation, transmission establishment, profile setup, fund and/or account opening, customer training, custom development and product negotiation
Confer with clients on solution, offer beneficial alternatives, and act as trusted advisor
Develop and review project plan
Determine key objectives, milestones, time frame, funding limitations, procedures for accomplishing project, and allotment of available resources to various phases of project
Confer with project staff to outline project plan and to assign duties, responsibilities, and scope of authority
Direct and coordinate activities of project personnel to ensure project progresses on schedule and within prescribed standards
Manage multiple implementations simultaneously ranging from 1 to 10 separate deals (depending on size, scope and complexity)
Relating to Custody, support account opening, maintenance and closure requests based on instructions from the Relationship Manager or other authorized internal party
Track, follow up and support all requests through to completion, advising all involved parties when a request is complete
Comply with all audit, regulatory and compliance directives
Drive partnership with other functional areas
Facilitate the completion of customer surveys and post implementation reviews with business partners
Continuously seek to identify opportunities for efficiency and control improvements in the process, and implement such improvements whenever possible

157

BP&A Analytics Lead Analyst Resume Examples & Samples

Planning, Budgeting, Forecasting and Actuals management
Monthly actuals reconciliation and reforecasts
Variance tracking and reporting
Research, resolution and reporting of one time entries
Monthly Sr. Management reporting of actuals, revised forecast
Expense control and reengineering /prioritization projects
Reconciliation of expenses and HC to the book of work managed by the PMO
Maintain and resolve action items. Problem management tracking and reporting
Management of department processes including: Staffing approval, Sourcing, facilitate Contract and Work Order completion, Project funding review/status reporting
Monthly Financial process acumen – Financial Flash, Actuals reporting/reconciliation
Excellent oral and written communications skills
Team player with excellent interpersonal skills, and ability to communicate effectively with multiple layers of management
Attention to detail – accuracy, completeness
Microsoft Office proficient – PPT, Excel/Pivot tables, Access, SharePoint, Project Tracking System (PTS) Excel and PowerPoint proficiency an absolute must, Database skills a plus
Ability to manage deliverables within specified timeframes
Familiarity with Financial Services, Technology Organizations and Citi
Familiarity with Citi systems: e.g. PEARL, Renault, NEMS, CHARTS, P2P, GDW, PTS, inControl, and SharePoint

158

BP&A Analytics Lead Analyst Resume Examples & Samples

Define and evolve infrastructure platforms (e.g., server farm, storage) and services in detail (i.e., service levels and unit cost) and rules of engagement
Define and manage end-to-end unit cost and SLAs of infrastructure platforms and services
Manage lifecycle of Infrastructure platforms and services
Interact with Sector IT to collect app needs (e.g., projected business demand) and feedback on the infrastructure platform and service catalog , SLAs and cost
Interact with Solutioning to collect inputs on evolution of infrastructure platform and service catalog based on app needs
Understanding of, or ability to learn about Infrastructure platforms and products
Ability to engage with a broad range of staff from front-line architects and operations staff to high-level business users
Demonstrate project management experience and understanding of, or ability to learn about products, risks, processes, and client base
Advanced Excel Skills, and Access or other DB language skills is required
3 to 5 years in general accounting or financial planning
Excellent powerpoint skills, verbal and written communication (including executive level presentations)
1 to 3 years’ experience in preparing product launch business cases / investment plans
Understanding of IT economics
Familiarity with product management methodologies is a plus
Working knowledge of financial services industry

159

VP, Product Control Lead Analyst Resume Examples & Samples

Support Price Verification function for the Global CVA/DVA
Support all aspects of valuation control of the business, including validation of market data inputs, reporting and analysis
Other Adhoc projects related to supporting valuation control function on key industry initiatives

160

VP, Global Investments P&A Lead Analyst Resume Examples & Samples

Drive process improvement opportunities that enhance the efficiency of the financial reporting cycle while also increasing the informative value of the content provided to senior management
8+ years of relevant finance/business/accounting experience working with investment products
Must be able to present technical matters in a way that is meaningful to the audience; dynamic organization requires pro-activity in ensuring targets are met and projects accomplished
Excellent PC skills with ability to design and maintain complex financial models and to drive high quality financial presentations

161

Product Control Lead Analyst Resume Examples & Samples

Oversee and assist with daily reporting and analysis of trading P&L for the trading business
Perform month end reconciliation of reported P&L to our books and records
Perform balance sheet reporting and analysis
Involve in new deal/product/business initiative
Ensure proper front to back position break reconciliation to ensure data integrity
Involve in product control projects on system migration and infrastructure enhancement
Four year bachelor’s degree or international equivalent in Finance, Accounting or related field; MBA/CFA/CPA not required but a plus
Strong leadership, negotiating, and decision-making skills
Demonstrated track record of coordinating and implementing tactical and strategic solutions leveraging technology where appropriate
Self-starter with drive and ambition to succeed in a dynamic Business environment with minimal training
Excellent interpersonal communication skills, both written and verbal, with ability to deal with a range of senior/junior staff across a number of disciplines
Must be flexible and team oriented with strong motivation and work ethic

162

Test Lead Analyst Resume Examples & Samples

Maintaining the integrity of the teams core offering of functional and integration testing and ensuring delivery of software of the highest standards in a timely manner
Executing any or all of component testing, system testing, integration testing, regression testing, performance testing, end-to-end testing and on occasion, user acceptance testing in accordance with agreed test cases and test plans
Assisting in standardization of testing processes and methodologies including making suggestions on improvements to test practices and efforts with Test Manager and other Test Leads
Maintaining Test documents such as but not limited to Test Strategy, Test Scenarios, Test Cases, Test Data and Evidence in repository under ALM, SharePoint and Confluence
Managing performance of test analysts to the aligned platform
Advanced Functional Testing experience
Computer Science degree or equivalent
Advanced SQL skills and experience
Understanding of any one of the Testing Methodology followed within the IT and Financial industry both Agile and Waterfall
Experience in preparing and execution of test documents, testing estimates and test reports to track progress

163

VP Mortgage Price Verification Lead Analyst Resume Examples & Samples

Comprehensive understanding of financial markets and valuation methodologies applicable to the pricing of liquid and illiquid investments
Significant experience with residential whole loans and consumer related financial products
Familiarity of functional areas across the accounting and operations spectrum
Knowledgeable with application of FAS157/ASC 820 guidelines
Bachelor's degree in economics, finance, math or engineering
Proficiency in Microsoft PowerPoint, Excel, Word
Experience with Bloomberg, Intex, or Yield Book preferred

164

Solutions Lead Analyst Resume Examples & Samples

Developing a standard global process model in conjunction with Controllers, Risk and business leads
Working with above leads, Finance Architecture and technology to design and implement the standard solution / process
Supporting efforts to align the framework on Credit Impairment models and calculations across CCAR and Loan Loss Reserves
Working with global, regional and country teams to assess impact on key business financial results, in conjunction with Finance, Risk and business teams
Working with the Data team to identify and source required data
Aligning activities with the central project plan
5+ years experience in Financial Services
A strong understanding of accounting policy, accounting and close processes, the Product Control function, and Risk/modeling processes
Ability to design and implement new accounting processes, in accordance with US and Local GAAP
Familiarity with data standards and hierarchies
Strong presentation skills are an imperative
Ability to communicate effectively, both written and verbal, across levels and functions
Ability to capture, document and understand clearly multi-dimensional end to end process flows, and lay out a go-to solution that aligns with existing process frameworks
Applies/demonstrates advanced understanding of area supported. Possesses a comprehensive understanding of how own area and others collectively integrate to contribute towards achieving business objectives

165

Senior Business Lead Analyst Resume Examples & Samples

Designing, building and delivering the User Acceptance Testing to support data migration on to Le Mans
Re-designing, building and testing the delivery of key Mortgage Credit Risk reports following delivery of data onto Le Mans
Manage and communicate well to senior stakeholders and work collaboratively with the project team

166

BP&A Analytics Lead Analyst Resume Examples & Samples

Candidate must have strong leadership and communication skills to ensure close and effective collaboration with a diverse group of business, operations and technical personnel and provide guidance to other team members
Candidate must have strong Oracle SQL skills with the ability to create complex queries
Advanced Microsoft Access & Excel skills
Candidate must have excellent verbal and written skills
Candidate must be able to operate independently and deliver quality work
The candidate must have strong functional experience and be able to complete as well as provide input into project documentation such as Business/Functional Requirements, Test Scripts, Testing and Production Checkout
Proven ability to develop quality analysis with minimal direction
Minimum Bachelor's Degree
Strong analytical, problem solving and conflict resolution skills
Experience in documenting detailed business requirements and system test scripts
Good understanding of systems development lifecycle methodology
Good understanding of systems testing and quality assurance methods and processes
Oracle Accounts Payable functional and/or operational expertise is a plus

167

Risk & Control Lead Analyst, VP Resume Examples & Samples

Manage Audit related engagements, business monitoring and other deliverables (internal and/or external), including the coordination of SOX deliverables to assist KPMG with annual SOX audit and related activities
Oversee FRO NAM Risk and Control processes pertaining to Audit Reporting, Corrective Actions and Compliance activities. Communicate to staff & management about status, due dates, etc
Manage monthly metrics of audit universe and corrective action plans for Senior Management. I.e. heat maps, dashboards, Senior Management packages, etc
Develop strong understanding of strategies and emerging risks
Support business units to identify Risk and Control gaps/ weaknesses, analyze root cause, and develop robust and practical correction action plans to improve the quality and effectiveness of the control environment. Evaluate exposure of key control deficiencies and ensure management has effective and timely remediation plans
Independently assess the effectiveness of controls and determine the potential impact of control failures and corrective actions required
Co-ordinate periodic reporting; analyze business unit control self-assessment and audit results; and assist in formulating effective remedial solutions
Work with FRO business units to ensure they adhere to policies and procedures and regulatory requirements. To include; preparation, review and updating detailed controls, process and risk documentation of business processes
Provide counsel and advice on the interpretation of methodologies, policies and standards
Be proactive with FRO Tampa business units to discuss risk and control related activities to promote a strong risk management approach and awareness
Establish and maintain effective customer focused working relationships with managers, customers, audit partners and other colleagues during the course of work
Ensure departmental processes and procedures are current and assist management with reengineering efforts and participate process reviews and deep dives, as needed
Support the alignment of the FRO internal self-assessment program (MCA) with business monitoring and audit related focus activities
Maintain knowledge in effective business process internal controls, including COSO risk and internal control framework and develop educational and training materials to individuals in the FRO Organization. To include operational risk policies and procedures
Prepare clear, concise and accurate documentation, reports of work performed and other written materials; read, interpret, explain and apply critical thinking
Provide support to Risk and Control Management in the implementation of Citi wide initiatives and projects including key corporate policies and procedures
Manage audit interaction model
Monitor the control environment
Proactively advance integrated auditing concepts
Facilitate completion of departmental goals
Propose creative and pragmatic solutions for risks and control issues
Provide guidance and training
Act as advisor of control related guidelines and policies
7+ years of audit and/or risk management experience
5+ years of management experience
Experience with applying principles, methods and techniques in the design and operation of process controls and their system components; including business process and entity relationship analysis
Comprehensive knowledge of compliance policies and processes and proficiency in risk and control related practices
Capable of providing leadership in optimization and efficiencies in control practices for the business as well as the resolution of cross business issues
Well versed in developing new ideas and improving current processes and proactively engages business and functional managers to mitigate risks
Strong knowledge of US GAAP and Financial Control risks and controls for Financial Services companies
Exposure to regulatory and control models
Able to develop and manage monthly metrics
Requires a collegial and service oriented demeanor and an ability to challenge existing conventions and make recommendation for improvements
Strong Communication and Presentation skills - comfortable with public speaking across various forums and be able to effectively and logically communicate
Skilled at building partnerships across functions and regions; collaborates well with others with experience working in cross-cultural global teams
Project management experience a+
Risk certification a+
Audit certification a+
Thinks strategically and articulates concepts clearly
Ability to adapt in a changing environment
Ability to identify and articulate root cause
Interpersonal skills with a demonstrated ability to achieve results
Self-motivated and positive attitude
Develop and manage metrics

168

BP&A Analytics Lead Analyst Resume Examples & Samples

Produce all management reporting, including US Regulatory Reporting, BDQRs, EDGC, EOC, Regulator Briefings
Drive / deliver process improvements supporting US Reg, CDE, and IFA reporting processes
Act as an engagement partner with DQP, FIN, and HPQC teams to optimize and standardize processes, and provide training where needed
Develop and maintain process to track scorecard IMRs, monitor inputs, error check and validate to ensure HPQC entries are logical and properly relate to Business Rule, to CDE, etc
Serve as an SME for DQP, CDE, IFA, Archer, Metadata Hub, CSI, HPQC relationships / support of CDE Reporting
Develop and produce CDE reporting across all areas required (AML TM, etc.)
Maintain IFA table and work with Archer, DQP, and FIN Engagement Leads to ensure accurate up to date entries with clean relationships
Monitor toll-gating to ensure IMRs are being appropriately opened against issue in live scorecards
Create CDE summaries and reconciliations across periods
Automate FRO “prioritization” reporting
Work with the Genesis team to ensure outputs are in maintainable, sustainable formats for Finance
Meet continuously changing and aggressive deadlines, while maintaining impeccable product quality
Develop and maintain process for CDE mapping, report generation, in collaboration with Global Function and FRO SMEs and IMR Team. Ensure proper functionality, mapping, and complete seamless transition of CDE data from multiple ownership / data sources into a consolidated single point of access
Develop/Review/Optimize BAU materials, Ad hoc requests, and upcoming projects
Alignment between projects under management and overall project management including planned commitments, milestones and issues
Authoritative point of information for produced CDE and IMR metrics
On time delivery of production reports
Maintain the highest standard of quality in reporting; perform QA with excellence
Setup a process following clear communication protocols for ad hoc reporting requests to be able to manage and meet expectations of stakeholders and partners in a responsible manner
Streamline data from reporting team to partners and stakeholders using SharePoint as a central point of access
Create reporting models to be able to quickly react and deploy materials addressing new focus areas, hot topics, and ad hoc /accelerated delivery requests
Experience providing senior leadership dependable products that quickly and accurately convey the required message
Hands on experience with databases and Microsoft VBA
Maintain a high level of organization, attention to detail, and ownership of products
Understanding of ETL, APIs, SQL, VBA, MicroStrategy
Significant exposure to a wide range of data management techniques and principles, and a sophisticated understanding of which models and tools are most appropriate for a given scenario
Strong analytical background, data driven, results orientated

169

VP, P&A Lead Analyst Resume Examples & Samples

5+ years of a quantitative and analytical role, direct experience in collection, formulation and publication of management information
Direct business experience in ICG or GCB highly desirable, demonstrated knowledge / understanding of customer dimensions, products, business strategy highly advantageous
Strong attention to detail, skilled in the graphical representation of complex data
Must be able to understand and present technical matters in a way that is meaningful to the audience
Familiarity with database structures, business intelligence tools, tech saavy
Self-starter and must be able to operate under limited supervision
Highly motivated, participative team player

170

Risk & Control Lead Analyst, VP Resume Examples & Samples

Global Process Lead Support
Strong Presentation skills – Create presentation and comfortable with public speaking across various forums
6 + years of audit or related experience
Strong Project Management skills required
Previous managerial/supervisory exp a plus
Experience with process flows
Requires a collegial and service oriented demeanor
Ability to challenge existing conventions within Financial and Risk Operating units

171

VP-treasury Solutions Lead Analyst Resume Examples & Samples

Plan and manage projects on behalf of Citi Treasury Investments functions
Prepare, update and manage project plans and coordinate meeting minutes
Identify and document business and functional requirements and evaluate available software (vendor and internal)
Organize and manage testing efforts for both System Integration Testing and User Acceptance Testing
Troubleshoot issues and solve problems
5+ years prior experience as an Analyst in financial services
Understanding of Treasury products (Derivatives and non-Derivatives)
PMI/PMP certification preferred
Experience managing medium to large scale projects
Experience with Misys Summit product a plus
The candidate must be able to work with teams as well as independently in a dynamic, fast paced environment
Strong multi tasking skills

172

M&A Lead Analyst Resume Examples & Samples

Bachelor's degree required. Master’s in Business Administration, or similar Finance degree preferred
4-6 years of experience in Investment Banking, consulting, and/or Finance
Strong analytical and modeling skills with good command of accounting and corporate finance
Financial Services experience highly desirable
Excellent negotiation, analytical and problem solving skills
Highly developed leadership and people management skills

173

BP&A Analytics Lead Analyst Resume Examples & Samples

Evaluating existing processes holistically and working across GCT improvement work streams to coordinate cohesive solutions
Defining streamlined reporting solutions to more efficiently and reliably serve internal customers
Implementing a pro-active approach to initiative reporting, to include monthly reporting on projected total expense and benefits given the current state of the project
Ensuring adequate controls are in place to evaluate l health throughout the organization. Pro-actively identifying risk and clearly articulating this risk to key stakeholders
Support developing a global strategy to appropriately analyze, allocate, and monitor global application development and staggered country implementations
Dimensioning all existing information systems to determine golden sources of related data. Developing the roadmap to ensure consistent global usage across these systems
Institutionalizing global, end to end reporting across functions, to include forecasted , anticipated saves, projects, and unit cost analysis
Developing and utilizing forward-looking, predictive models and activity-based analyses to provide insight into the organization’s operations and business strategy
Supporting performance measurement and management ranging from organization development scorecards to project/function-specific metrics
Validating "saves" with organizations, including detailed reviews of save mechanics and documentation of standards
Ensuring linkage to financial projections, working with CFO teams and Expense Management
Presenting reengineering results and analysis to Senior/ Executive Management
Driving a transparent understanding of Total Cost of Ownership of Consumer Applications Internationally and the impact/benefits realization of strategic programs on the same
2 plus (2+) years of experience in a technology financials

174

Solutions Lead Analyst, VP Resume Examples & Samples

Build Finance and Risk Ops (FRO) module plans and ensure deadlines are met
Provide expertise to module leads and regional FRO teams
Drive organizational change taking full account of obstacles, opposition, and differing stakeholder priorities
Acts as a champion for business process changes; act behind the scenes to craft solutions for business problems related or tangential to the project
Partner with Technology and Architecture on core platform delivery functions for Maintenance and ETL such as requirements, specifications, and operational considerations
Provide FRO training to regional teams
Provide generic test scenarios and scripts for regional use
Provide test strategy, plan and scripts for core functionality
Execute/review test scripts for core functionality
Provide support to Regional teams for country UAT testing and defect resolution
Business Analyst/Systems Analyst experience
Finance and Info Tech experience preferred
Accounting experience a plus
Testing experience in a Lead level role required
Project Management Experience required
SDLC experience required, with an accounting systems background preferred
Complete understanding of Financial Reporting Processes, Data and Platforms
At least five years of finance project implementations in a Technical environment, preferably in an GL or Tax lead role
Fully proficient in PowerPoint and Excel
Pro-active in developing and implementing strategies that significantly mitigate risk
Strong and current awareness of external trends and best practices
Analyzes decisions and actions for their support of the larger area's strategic direction
Projects a credible lead image when strategically communicating and planning for change
Demonstrates inter-personal skills, conflict resolution, and negotiating skills

175

Threat Intelligence Lead Analyst Resume Examples & Samples

Be Informed and can provide subject matter expertise regarding recent hacks / exploits – especially against web applications, databases and common desktop tools
Have the ability to effectively identify, evaluate and communicate new and ongoing cyber security threats to senior management through regular, and ad hoc reporting as well as the ability to research complex cyber threat issues and produce finished reports
Be familiar with a multitude of security threat monitoring tools that identifies data breaches and network compromises using externally generated threat intelligence feeds together with internal data sources (SIEM, netflow, malware analysis, etc.) identify compromised systems within a network
Maintain, develop, and continually evaluate cyber intelligence sources (technical & non-technical) to increase effectiveness and timeliness of reporting threat information
Develop strong collaborative relationships with members of the Intelligence Community, Law Enforcement and payment card supply chain subject matter experts
Assist the various Information Security teams such as the Investigations and Forensics team with quality research and assistance in solving complex cases. Assist the Cyber teams by Identifying, recording and managing host- and network-based indicators of compromise (IOCs)
Prepare and present outreach and training sessions related to threat intelligence for internal and external consumers of Threat Intelligence team products
Moderate to strong scripting/programming skills and familiarity with ethical hacking beneficial
Experience in a team leader role preferred

176

Lead Analyst Resume Examples & Samples

Experience should include 4+ years in the structured finance industry and 2+ years in financial modeling. This person should have experience managing teams
Knowledge of Microsoft Access SQL,VB & VBA Skills, or similar database and query writing experience is required
Strong oral & written communication skills. Ability to interface and obtain strong working knowledge of portfolio of deals and accounts
Nature and Area of Impact – This role supports and assists the Client onshore to ensure delivery of good client service by accurate and timely completion of Shadow/Modeling Deals. The quality and timeliness directly affects how the organization is perceived by our clients
Adaptability (ability to modify approach as situations change, and to easily accept changes to own organization or job requirements)
Eye for details required as the job requires Modeling Deals on the different client system
Sound Judgment (ability to think through a situation to reach a timely and sound decision within the scope of one’s authority)
Service Orientation (exceptional service focus, builds relationships with internal and external customers, strengthening the image of the company)
Effective Communication (articulately expresses thoughts and ideas - both oral and written
Analytical Skills (posses Analytical data interpretation and Knowledge of Microsoft Access SQL,VB & VBA Skills, or similar database and query writing experience is required)
The individual’s skill and ability to prioritize and organize assignments and ensure timely completion of assignments as per requirements. Must know when to escalate issue if faced with an issue they are not able to resolve
Responsibility & tenacity – The individual must act responsibly and tenaciously to resolve complex situations with multiple dependencies. They should ensure those requests are processed in time and accurately, even when other departments may be responsible for certain aspects of the functions, by ensuring timely escalation of issues
This person must be able to effectively communicate and perform under high stress levels
This role supports and assists the onshore/Client to ensure delivery of good client service by accurate and timely completion of Deal Modeling. The quality and timeliness directly affects how the organization is perceived by our clients
Should also ensure compliance to BNYM & Corporate trust policies, procedures and preferred practices
The position requires the candidate to communicate intensively with the internal customer in form of interaction, trainings, meetings etc
This position requires strong communication skills, both internal and external, in order to correctly and efficiently process client requests. The Modeling Analyst will need to interact daily at various levels

177

BP&A Lead Analyst Resume Examples & Samples

Serve as an SME for all reported metrics, and possess the ability to communicate effectively at senior levels
Status preparation and communications for deliverables
Drive / deliver process improvements supporting current reporting and analytical processes
Develop strategies to address bottlenecks within the Reporting team and across partners to improve tracking and delivery timing, maintain up-to-date materials, and stay on top of current trends and future topics of interest
10+ years’ experience driving data analytics, processes, procedures, risks, relationships in a wide array of functional areas
Excellent written and verbal communication skills, problem solving skills, including the ability to prepare recommendations that will help drive decisions
Meticulous attention to detail, high level of focus
Experience as a key player in helping build and implement the data strategy function for large and complex projects
Strong collaborator with a demonstrated ability to influence broadly and change conventional thinking. An influencer who communicates clearly and frequently to both technical and non-technical leaders
Strong track record of innovation and optimization of data products
Strong written and oral communication skills, with experience working on globally distributed projects

178

P & A Lead Analyst Resume Examples & Samples

Lead the GRB CCAR Process
Responsible for the coordination and continued development of the Segment PandLs, working closely with the Global segment team on building out the reporting and usage of the information
Work with the Mumbai and NY FPandA team on ensuring we have standardised process across all regions
Prepare analysis to support decision making and formation of strategy
Develop financial models to evaluate performance and efficiency of the businesses
Experience in FPandA and/or management reporting
Experience in management reporting with Excel and other tools
Knowledge of Finance systems: PEARL, CIW, Ruby, CHAT
Business Objects and Essbase knowledge advantageous
Good analytical skills - able to quickly and accurately analyze information. Makes accurate use of logic and considers all relevant facts to make rational, realistic and sound decisions
Excellent communication skills - is able to express ideas effectively using oral and written communication. Adjusts tone and language accordingly to convey ideas. Ability to communicate between technical and non-technical stakeholders and end users
Good influencing skills - Uses appropriate interpersonal, communication and diplomacy skills to gain acceptance of an idea, plan or activity
Ability to coordinate various teams and streams of information efficiently
Strong business knowledge and acumen
Quick learner able to take initiative
Multi-tasking capabilities
Proven ability to work under pressure, to tight timeframes and tackle multiple priorities
Bachelor Degree or equivalent

179

Fin Acct Lead Analyst Resume Examples & Samples

Timely execution & oversight of day to day operations
Active participation in strategy session with Global Process Owner and Global Process Lead and execution at process level
Own and run the Work streams under the Geographic Revenue Attribution (GRA) process and ensure progress communications with senior stakeholders
Lead the service delivery management for the GRA process and ensure customers’ expectations are met
Manage the Change management with countries and ensuring the GRA objectives are met
Focus on Reengineering & process improvement
Work closely with Global Process Lead in managing the overall revenue portfolio
Ownership of end to end accounting entries and ensuring no cash breaks or controls
Manage the MCA,EUC and Risk & control requirements for the GRA process
Timely and effective escalation management for any issues related to the GRA process
Full management responsibility of a team, including management of people, budget and planning
Developed communication, negotiation and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers
Manage Month End Process and GRA influence through different General Ledgers inside Citi
Bachelor Degree, Management Information Systems, CA
PMP certification is a plus (basic knowledge of MS Access, data warehouse / database knowledge)
CA with minimum of 7 years of experience with Transfer pricing, Intercompany transactions, system operations, accounts payable, nostro reconciliation or management reporting
Ability to work independently with limited direction
Advanced Excel, Word and PowerPoint
Excellent analytical skills and a strong financial accounting background
Strong compliance risk assessment skills and ability to identify issues, escalate as appropriate, and work with the business and other control functions to ensure resolution

180

Mortgage Complaints Lead Analyst Resume Examples & Samples

Create in-depth analysis through hands-on exploration of various data sources and have the skills necessary to determine appropriate analytic approach (es)
Prepare data for all detailed analytic reporting, understand Control Charts, how to create them, scale the data, evaluate the data as well as the root cause and be able to “tell a story” based on findings
Summarize and communicate findings from data runs and outputs
Coordinate with Mortgage Business Opportunity Council (BOC) Co-coordinator, Businesses SME’s and Complaint Owners to identify research topics and opportunities, that meet business needs
Partner with BOC Co-coordinator to prioritize and develop materials (e.g., analysis, emerging trends, deep dive) for the Mortgage BOC sessions
Strong Analytical skills with an ability to create new frameworks and playbooks where precedence may not exist
5+ experience in quantitative analysis and research is a plus. This experience could be with an external management consulting or market research firm, or with an existing internal team such as Decision Management
Experience in and knowledge of mortgage business, systems, and processes
Strong communication skills/ability to interface with senior business managers and the executive suite. Ability to tailor message to audience
Experience in managing multiple projects in a fast-paced environment

181

BP&A Analytics Lead Analyst Resume Examples & Samples

Create and track project activities
Oversight testing activities
Project documentation
Coordinate and facilitate meetings
Create Reports and report project status
Interface with business product processor and information warehouse operations teams to coordinate the source files and to document business rules
Ensure all business rules are tested and all breaks remediated prior to implementation (going live)
Provide analytic support and subject matter expertise to business product processors and information warehouses
Manage hand-off to E2E Operations
5+ years minimum experience in program management during which s/he applied a structured approach (methodology) to project management, planning, estimating, monitoring and reporting
5+ years minimum experience in successfully managing complex strategic projects through the project lifecycle, from conception through rollout and ongoing support
5+ years with major consultancy firm in project management function
3 years minimum experience in managing people
3 year minimum experience in communication and change management
Undergraduate Degree in Management, Commerce or related area
Formal Project Management qualification or Consulting background
MBA or equivalent preferable
Strategic planning and project management skills
Advanced proficiency in Microsoft Office products

182

BP&A Analytics Lead Analyst Resume Examples & Samples

Understanding of call center operational practices and methodologies preferred
Experience in IT / Application development
Experience with developing and managing through systems including SLAs, KPIs, Balanced Scorecards, etc
Intermediate or better familiarity with Excel, SQL, SAS & VBA and knowledge of database design is preferred
Strong Power Point skills

183

Asset & Liability Management Policy Lead Analyst Resume Examples & Samples

Establish transfer pricing policy and develop monitoring procedures for Corporate Chain transfer pricing
Assess and improve interest rate transfer pricing policy and levels for business assets and liabilities based on their duration and other interest rate characteristics
Assess and improve liquidity premium policy
Provide analysis on various scenarios and actions for management discussions
Establish policy and assess procedures relating to Treasury Asset Attribution allocation
Assist in development/improvement of policy for Broker Dealer & Markets (Bank) transfer pricing
Monitor residual costs remaining in Treasury related to transfer pricing, liquidity premium, and unallocated credit spreads to ensure proper allocation to businesses
Assess all associated procedures across all transfer pricing and other allocations
The function partners extensively with Independent Risk, Citi Treasury Investments, the Balance Sheet Management Team, the RUBY team, and business and legal entity treasurers
Bachelor's degree. MBA preferred
5+ years of experience in financial services
Knowledge of key asset liability management principles
Transfer pricing theory (incl. Interest Rate risk, Liquidity modeling, and Broker-dealer funding)
Knowledge of Liquidity metrics and regulations including LCR, NSFR, Internal Stress Tests, NSFR, TLAC, Global Systemically Important Bank (“GSIB”) surcharge

184

VP, Product Control Lead Analyst Resume Examples & Samples

Calculate reserves and pricing adjustments
Redesigning and streamlining daily and monthly processes
Bachelor’s degree in a finance or related discipline required
5+ years of relevant work experience is required
Prior people management experience is required

185

P & A Lead Analyst Resume Examples & Samples

Responsible for billing for O&T services
Intermediary between Regional finance and O&T function`s BP&As so both can have a point of contact
Active participation in different TSA processes and divestitures for ABC + CCA countries; specifically in the generation, execution and monthly tracking of the financial model in order to charge the buyer the right amount and redistribute this income within the different O&T functions
Financial Proyect Manager for Christopher and Olympus divestiture and migration. Generation of strict controls over the expenses and plan of Christopher & Olympus divestiture and migration. Creation of processes and controls in order to have a clean execution of the financial plan
Ensure the correct booking of Economic Items and GLoS
ABC + CCA Holdings Planner. Monthly tracking of EBIT, QBR preparation, MYF Preparation and Plan generation

186

Lead Analyst Resume Examples & Samples

Support GE Healthcare Finance/Business planning cycles including Growth Playbook (3-year Plan), SII (1-year Plan) and Operating Plan
Participate in quarterly / yearly Accounting closing processes
Provide financial data to finance and operating teams in an effort to drive growth
Providing necessary analytics to highlight key business performance drivers; Identifying risks and opportunities throughout the quarter and developing processes to mitigate risks while capitalizing on opportunities
Consolidating actual operating performance and reporting results
Working with Finance Managers and operations leaders to drive opportunities for improvement in variable cost, base cost, and material variance and/or revenues where possible
Participate in simplification projects that will facilitate and increase capacity for value-added financial analysis
Bachelor’s Degree in Accounting, Finance, Economics, or Business Administration, or Numerate-based degree and 2 years financial work experience; OR high school diploma / GED and 5 years progressive financial work experience
Experience working in a global business environment with sound understanding of global process and transactional flows
Excellent verbal and written communication skills and the ability to communicate complex business issues in a clear/concise manner
Graduate of GE's Financial Management Program (FMP) or graduate of other financial leadership programs
Strong PC skills: experience with financial systems/applications such as Oracle, SAP, COGNOS, Business Objects, etc. Strong Excel skills in data compilation and aggregation (pivot tables, Vlookup, etc)
Integrity: accepting and adhering to high moral, ethical, and personal values in decisions, communications, actions and when dealing with others
Confidence/Assertiveness: strong influencing skills

187

Lead Analyst Resume Examples & Samples

Responsible for translating high-level business requirements into detailed functional specifications and managing requests for changes to the specifications
Assists the business in determining which business requirements can and should be automated and how they are then integrated with other business and technical processes
Single point of contact for business on a particular subject matter
Researches development in assigned technology, helps determine business requirements, proposes changes, develops migration and implementation plans, and may execute projects based on these activities
Manage the MR milestone for small to medium projects
Maintains functional peer relationships and detailed working knowledge of the assigned area’s systems, organization, and business processes
Lead and provide guidance to a team of Business Analysts
Systems analysis, programming or other IT related experience
Complete understanding of the software development lifecycle
Outstanding problem-solving skills
Ability to translate technical information into terms understandable by non-IT savvy personnel
Adept at interacting in both business and IT focused discussions
Ability to influence and negotiate with clients and suppliers
Proficient at operating within a globally distributed team
Minimum four years experience as Business Analyst

188

FP&A Lead Analyst Resume Examples & Samples

Perform financial planning, budgeting, forecasting and analysis, including comparison of financial estimates vs. budgets and related risks and opportunities
Prepare S1, S2, OP and monthly / quarter reviews Work on cost out initiatives (cash generation, regionalization, productivity, etc.) driving business direction and strategy Establish metrics to help drive operating teams meet their financial and business commitments
Partner with and provide pro-active financial support to Center / Business Leaders and Regional Leaders communicating financial analysis and helping achieve business’ headcount and productivity targets
Evaluate and implement FP&A process improvements
Build strong relationship with local Finance Teams and Genpact Resources (if applicable)
Strong analytical skills Familiarity with FP&A reporting tools/accounting systems a plus
Self-starter: can work independently and take initiative in challenging situations
Able to initiate and build new processes/structures
Strong time management skills; ability to handle multiple projects simultaneously and under tight deadlines
Strong interpersonal skills: can effectively interact with individuals at all levels of the organization
Proficiency in Microsoft Office Suite (Word, PowerPoint, Excel)

189

Lead Analyst Change Management Resume Examples & Samples

Works with functional leadership to develop the framework of established operating procedures to implement new or updated technologies and/or process as it relates to Change Management
Drives and is accountable to define and support operational models as aligned to Global Initiatives
Provides guidance for Change management to technical application and business teams to ensure operational availability and mitigating risk through Change management process
Provides guidance for Change management standard on both hardware and software aspects of overall environment, in collaboration, driving teams to mitigate risk and increase system performance and reliability
Maintains effective working relationships with peers and vendors to seamlessly integrate the program area into the overall strategic objectives and activities of the organization
Clearly communicate program status, issues, risks, plans, etc. to management
Responsible for data integrity of data points that align to Operational metrics
Simplification, with attention to primary requirements for Compliance
Responsible for monthly, quarterly, and annual operational metrics as applicable
Responsible for the validation of all GxP relevant applications and maintaining the validated state of those applications
Aware of and comply with the change management work instruction
Experience with ITSM System Technology (ITG Kintana)
Experience ITIL / ITSM Processes
Experience with incident, problem, change or configuration management
Serve as a project team member
Coordinate efforts in line with the "bigger picture" to maximize the overall value of IT service delivery and demonstrated history resolving conflicts in priority
Awareness of and ability to deliver compliance requirements
Excellent interpersonal, presentation and facilitation skills
Analytic, creative and technical problem solver
BS Degree in Information Systems, Computer Science or related technical discipline or equivalent
Green Belt certified
Leadership Training Program Experience (IMLP, OMLP, FMP)
Lean experience

190

Lead Analyst Resume Examples & Samples

Exceptional problem solving skills: including the ability to identify the cause of the problem, determine and develop possible options, and recommend the most cost effective options
Expertise with PRPC (Pega's Customer Oriented Architecture) programming skills, systems analysis techniques, testing, debugging, documentation standards, file design, storage, and interfacing
Demonstrates in depth knowledge and expertise of PRPC best practices
Collaborates with internal teams and vendors in implementation of PRPC solution
Experience with PRPC Administration; 1) Monitoring the PRPC logs to ensure the health of the PRPC application. 2) Monitor and leverage PRPC tools to diagnose and analyze the performance issues. 3) Manage and configure application security
Experience managing ruleset versioning, release management and the deployment processes & QA Defect Resolution
Responsible for migration playbooks for production and non-production environments
Experience managing PRPC connectors and Services and collaborate with non PRPC Technical resources and designing and developing solutions
Experience in agile system delivery life cycle, using Waterfall and agile methodologies like Scrum and Pegasystem’s SmartBPM
Able to translate complex business requirement into functional technical requirements using PegaSystems SmartBPM methodology and DCO tools
Responsible for design for the overall PRPC application architecture and integration with external systems
Able to qualifying and quantifying the technical work that needs to be accomplished through the systems development lifecycle
Monitor project progress by tracking activity; resolving problems; and publishing progress reports
Share technical expertise on on-going basis
8+ years’ experience in design and implementation of PRPC-based solutions
Expertise in design, development and implementation of Business Rules
Experience with process quality methodology
Demonstrated leadership in all areas of business analysis, including client interaction, process design, requirements management and functional design
Ability to explain issues and resolutions to technical and non-technical staff
Able to fluently speak and write in the English language
Bachelor’s degree or equivalent in Information Technology, Computer Science or related technical discipline
PEGA CSA certification
PEGA CSSA certification
Prior experience developing enterprise-level Pega applications

191

Lead Analyst Resume Examples & Samples

M.E / M. Tech / Phd. in Electronics & Communication/Computer Science/Controls/Electrical Engineering can apply
Experience/knowledge with respect to big data analytics/data communication/service oriented Architecture/Wireless communication & control systems / Software engineering / IoT is required
Should be comfortable moving between different technology areas as per the business needs
Clear thinking and closure of work is a key must as the candidate will handle large volumes of information
Ability to work with local & global teams while possessing excellent communication skills (oral & written) is required
Should display passion for technology and analytics
Expertise/knowledge related to areas Lighting industry is a value add
Knowledge & passion for Intellectual property w.r.t patents, patent tools and its analysis is a value add

192

Lead Analyst Resume Examples & Samples

Strong project management and client skills
Knowledge on Enterprise and Business Architecture knowledge
Experience with data visualization tools i.e. Power BI or Tableau
Experience with MS Word, Excel and PowerPoint
Ability to obtain and maintain a top secret security clearance
Ability to obtain and maintain certain job-related certifications

193

Costpoint General Ledger Lead Analyst Resume Examples & Samples

Performs advanced management requested analyses with oversight and review by leadership
Performs analysis and reconciliation of Federal transactions transferring from the home office accounting system (SAP) to the Federal practice accounting system (Costpoint). Gain an expert understanding of the business rules and processes that apply to movement of data between systems in order to facilitate reconciliation of data and trouble-shooting of errors
Prepare financial schedules to facilitate conversations with leadership regarding reconciliations of firm financial systems. Provide guidance to junior team member in preparation of the same
Create and store analytical documentation related to system data and reconciliation in anticipation of audit requirements
Clearly illustrate and document the linkages between various completed reconciliations to each other and to Deloitte Federal’s financial statements
Executes various tasks to support data reconciliations and other general ledger functions as directed by General Ledger Sr. Manager / Manager
Conducts analyses requested by management. These may be ad hoc in nature and will often involve large volumes of complex data. Work with junior level employees, providing guidance on how to work with data in order to gain insight into accounting, system and business issues. Effectively articulate analyses and findings to leadership
Performs testing, analysis and maintenance of the Deloitte Federal Systems. Reviews cost center attributes, account attributes, business rules and transaction posting errors. Lead coordination efforts with field analysts, controllers, Federal Finance management, Federal labor team, ITS and others as needed in order to gather information necessary to correct errors
Coordinate and process transactional data needed to create various reports utilized by other members of the General Ledger team as well as by Deloitte Federal leadership. Access, understand and research sensitive personnel information with the highest degree of discretion in support of employee-related cost reconciliations
Prepares accounting journal entries based on analysis of data recorded in the Federal accounting system, with the goal of correcting data within Costpoint in instances where correction of a transaction at the point of origin is not the optimal approach. Maintain the highest degree of accuracy in all work product in order to preserve the integrity of Deloitte’s accounting records. Produce supporting records in anticipation of audit requirements
Work with other team members to enhance the performance of the team as a working unit. Actively engage in learning from other team members and, conversely, contribute to others’ learning. Actively seek opportunities for growth and self-development while collaboratively aligning interests with the goals of the organization
Liaise with National Financial Control and ITS teams which monitor SAP/CP interfaces to resolve errors that are identified as data is transferred from SAP to CostPoint and vice versa
May work with Forward Pricing Rate (FPRP) and/or Incurred Cost Submission (ICS) teams to support the preparation of schedules of costs and bases in an acceptable format for government reporting
Test, analyze and maintain Deloitte Federal Systems. Reviews cost center attributes, account attributes, business rules and transactions. Lead coordination efforts with field analysts, controllers, Federal Finance management, Federal labor team, ITS and others as needed to ensure accuracy of accounting data
Assist in the documentation and monitoring of internal controls, process improvements, and training of various stakeholders
May participate in testing of software modifications (in concert with product development)
Provide support to Federal Deputy Controller on special projects as assigned
Minimum of 5 years relevant accounting experience
Minimum of 3 years of experience working in a Federal Government contracting environment with an understanding of FAR and CAS regulations
Prior experience with and knowledge of Costpoint and/or SAP required
Experience with accounting system querying tools
Advanced Excel skills required (v-lookups, pivot tables, macros), including the understanding of data-mining techniques and modeling for efficiency
Strong working knowledge of accounting principles and concepts

194

BP&A Analytics Lead Analyst Resume Examples & Samples

Provide guidance and work directly with business partners to develop annual budgets. Analyze actual results against budget and prior year to drive efficiencies and performance
Analyze financial and business performance against key business metrics and document pertinent financial highlights that will enable Management to determine progress against strategic plans
Perform planning activities and reconciliation of budgetary and resource requirements
Review monthly close for accuracy, including accruals, expense reclass, review and research of variances
Prepare financial packages and schedule and facilitate financial meetings with respective AML groups that you are supporting
Create, enhance and use Excel, Pearl, Jade and other applications to analyze financial data and to identify and report historical trends and forecast
Manage Functional process to ensure accuracy of transfers to and from your respective Business Units
Prepare monthly GOC requests
Work with internal groups including Corporate FP&A to deliver any reporting requirements such as the monthly flash and the monthly and quarterly Outlook Templates
Ensures effective monitoring and reporting controls are in place to improve performance
Evaluates current processes and tools and propose changes in order to drive efficiencies within the team

195

Lead Analyst Resume Examples & Samples

Identify processes and continuous improvement opportunities around reporting capabilities and tools
Define metrics required across regions for analytics and reporting and financial management of the J&J Global Network Operational Delivery Management
Monitor regional variances in forecasted expenses or usage, auditing, monitoring and reporting invoice submission compliance
Audit regional adherence to the invoice validation and verification process including the supporting processing workflow, invoice review practices and maintenance of approval and payment status
Provide guidance to regions regarding ordering and billing policies for vendor products and services
Train regional leads and suppliers regarding consistent report creation
Lead reviews of proposed reports and metrics, both service based and custom development
A Bachelor’s degree in Business Administration, Accounting, Finance, Statistics, or equivalent experience with an advance degree preferred
Broad IT experience in a large global health care organization
At least six years of broad Financial Management, data analytics, reporting and IT infrastructure experience in a large global health care organization required, ideally with a large services contract
Experience with data analytics and reporting, financial management, TEMS and Billing
Knowledge of analytic methods including statistical process controls(SPC) methodologies, control charts based reporting and tools (e.g. Minitab, Tableau)
Demonstrable technical expertise in the production of metrics, dashboards, aging reports, queue management reports, root cause analysis reports, and risk summaries
Strong technical knowledge and experience with, telecommunication expense management providers, carrier and managed service billing structures, data visualization tools, business intelligence software, databases, Service-Now, and carrier/integrator reporting tools
Industry certifications in modeling, analytics and reportingInfo Technology

196

Optimization Lead Analyst Resume Examples & Samples

Individual level contributor / project manager in applied statistics for marketing problems
Apply quantitative methods such as predictive modeling, segmentation and testing methodologies to analyze and interpret information to drive business results
Develop and present client insights, recommendations at senior audiences
Foster working relationships within/across share capability teams working in a highly collaborative environment
5+ years prior agency or comparable consulting experience
MUST have SQL Experience
Advanced knowledge in exploratory data analysis and multivariate statistics in a marketing context

197

Lead Analyst Resume Examples & Samples

Collaborate with business partners to draft technical requirements that clearly articulate the design, architecture, and business objective of needed solutions. Develop presentations as needed to provide transparency and alignment of key stakeholders
Prepare requirements analysis, design diagrams, test/debug programs, and perform coding/scripting leveraging an understanding of business process, industry trends, and systems architecture, as needed
Provide support and post implementation monitoring during initial rollout of solutions

198

Lead Analyst Resume Examples & Samples

Motivated and dedicated individual who is eager to learn and grow
Ability to work independently and as part of a team in a dynamic environment
Strong communication, interpersonal, technical and problem-solving skills
4 - 7 years of hands on experience as a Database Administrator in the following areas

199

Lead Analyst Resume Examples & Samples

Technical literacy
Analytical Acumen: The ability to frame up and simplify complex problems, finding root causes and hidden problems, being able to link causality and ultimately provide predictive guidance based on data. Must be able to synthesize disparate information and recognize patterns and connections. Ability to synthesize large sets of data from multiple sources, formulate/validate hypotheses and make business recommendations
Business Acumen: Demonstrates understanding of commercial, operational, financial and people aspects of the business. Ability to analyze business processes and to recommend and implement process improvements. Strong understanding of financial metrics and P&L fundamentals
Innovative, startup-like mindset
Demonstrated leadership and academic achievement
Passion for analytical problem solving
Quick learner through formal and self-guided education
Pro-active self-starter with a desire to make an impact
Strong collaboration and communication
Ability to work in teams or individually
Courage to challenge the status quo and take smart risks
2+ years experience in Statistics, Machine Learning, Information Retrieval, or Graph Analysis
2+ years experience with small and large scale data mining technologies
2+ years experience in predictive analytics or statistical modeling (R, Python, SAS), Bayesian modeling, Time Series modeling, Panel modeling, Marketing mix modeling
2+ years experience with analytical tools supporting data analysis, reporting and visualization (Tableau, Spotfire, D3)
2+ years experience with large data sets and big data / distributed computed platforms (MapReduce Hadoop, hBase, Hive, Pig

200

Lead Analyst Resume Examples & Samples

Reconciles all activities related to Banner Student Accounts Receivable for TTUHSC
Reconciles student loans to external systems managed by third party vendors
Development of Cognos reports for department
Responds to inquiries by Accounting Services
Prepares necessary year-end entries related to student activity that are needed for annual financial reporting
Responsible for the preparation of several federal loan reports
May assist students during busy times, this includes in person, on the telephone and by email
Banner system experience
Cognos experience

201

Lead Analyst Resume Examples & Samples

Oversee the Purchasing Card Program for the institution. Serve as the liaison for handling all issues and requests related to the procurement Card Program
Identify, evaluate, and approve the need for a purchasing card based upon an employee's job requirements. Re-evaluate the need for a purchasing card whenever a cardholder's job requirements or status changes
Approve all Purchasing Card Application forms. Reviewing department approved applications for completeness of required information. Submitting completed applications to Citi Bank and receiving Purchasing Cards from Citi Bank
Training department liaisons before releasing Purchasing Cards. Having cardholders sign the Purchasing Cardholder agreement, signifying agreement with the terms of the Purchasing Card Program
Completes the audit of monthly Purchasing Card reconciliation reports received by the department from cardholders. Verifies completeness of reports and supporting documentation including requisite descriptions, payment receipts, and approval of executed P-card transactions. Rejects paperwork requiring additional follow-up or corrective action by cardholder prior to approval
Ensures the accuracy of accounting treatment for recorded purchases pursuant to account code state and institutional policies and procedures
Initiates changes of Purchasing Card default FOAPs upon request of departmental liaisons or appropriateness. Provides customer support to faculty and staff with any issues related to the Purchasing Card Program
Processes the upload to bill individual departments for monthly expenses related to P-Card purchases. Reconciling accounting statements to payments to Citi Bank and charges to individual departments. Preparing the payment and wire transfer for approval to Accounting Services and payment transaction in Banner
Maintains, organizes, and scans documentation on
P-Card transactions; as well as individual cardholder files. Maintains log of monthly reconciliation reports. Supports supervisor with related clerical functions of the program, such as external audit requests
Provides ongoing training to cardholders on the use of the purchasing card. Provides up to date information to all departmental employees involved with the purchasing card. Assists cardholders in verifying and resolving returns, credits and discrepancies as needed
Collects and destroys cards from cardholders who terminate employment, transfer to another department, or when card use is no longer a need. Reports continuous failure by a cardholder to follow purchasing card policy to the supervisor. Report incidences of possible purchasing card abuse to administration, finance, or audit as appropriate
Maintain the Purchasing Card logs with reporting documentation in a secure location at all times (locked cabinet) in compliance with State guidelines for record retention
Oversee the Swift Card Program. Review, approve, and process any swift card payments and requests from institutional departments. Process and pay invoices related to the Swift Card in a timely manner. Charge departments appropriately for any unused expired Swift Cards. Maintain balance sheet reconciliation to the Swift Card with Swift Card bank and ledger

202

Lead Analyst / Student Business Services Resume Examples & Samples

Manage academic terms in Banner and Touchnet according to SBS policy and procedure and term ready checklist in advance of term registration
Provide invoices to students through Touchnet for each term according SBS policy and procedure and predetermined due dates
Manage the weekly student refunding process according to SBS policy and procedure
Analyze and understand student tuition and fee billing data to ensure compliance with applicable law, code, institutional policy and Board approved tuition and fees
Manage the formula funding review process according SBS policy and procedure and communicate potential cancellations to students and academic departments on a daily basis
Prepare quarterly, monthly and semi-annual balance sheet account reconciliations for assigned balance sheet accounts according SBS policy and procedure
Provide supporting documentation to any internal or external audit requests as may be necessary
Final approve cash receipts initiated by the Senior Analyst according to SBS policy and procedure
Respond to inquiries from students and external departments (e.g. Business Affairs, accounting Services, Student Affairs, Academic Departments) for the purpose of providing information and/or problem solving in a timely and professional manner
Assist in all functions of Student Business Services during times of staff absence, staff vacancies or during periods of increased volume or critical deadline
Participate in the testing of new systems/applications. Provide useful feedback on behalf of SBS El Paso
Responsible for the all student related content on the SBS website and HSC MyTech El Paso according to SBS policy and procedure
Provide guidance and training to subordinate staff and when necessary supervise the Student Business Services Department and maintain operations in the absence of the Director. Provide updates to SBS staff about upcoming deadlines, bills at weekly meetings to ensure all SBS staff are informed
Represent the Department of Student Business Services at student orientations when needed
Review and follow up on withdrawal memos received from Student Services to ensure any adjustment to tuition and fees is posted accurately and in a timely manner
Process tuition and fee exemption and waivers to student tuition and fee accounts
Review Student AR in advance of month end close
Process AP manual check and wire requests
Monitor and process stale dated checks
Other duties as assigned for the efficient operations of the department as determined by the Director of Student Business Services
Proficient with MS Office Products (Word, Excel, Power Point and Outlook)
Must be service oriented; cooperative and supportive towards students and faulty and staff
Bachelor's degree in Accounting or related field
Must be extremely detail oriented with a high degree for accuracy and timeliness
Must be extremely organized to effectively and efficiently manage a variety of functions with varying deadlines
Strong analytical and computer skills with multiple software application experience. Database maintenance and administration experience
Experienced in Ad hoc reporting/data retrieval. Banner Student, Banner Finance and Cognos experience

203

Fin Rep Lead Analyst Resume Examples & Samples

Active participation of site wide control meetings including but not limited to the monthly BRCC
Oversight of Corrective Action Plan remediation (CAP)
Promotion of a control culture within the operations division ensuring the escalation of significant risks through control governance channels occurs in a timely and efficient manner
Provide guidance in evaluating the risks & controls, and ensure appropriate remedial actions are in place
Responsibility over completing all the necessary information needed for the TCD exercise and coordination with the Global TCD Coordinator and site Risk and Control
Coordination of the necessary resources for the TCD Testing as defined in the plan
Bachelor’s degree in business, finance or accounting preferably or equivalent experience. CPA or MBA is a plus
Financial services or technology experience 5-10 years
High proficiency in Excel and Access, including working knowledge of formulas, links, and pivot tables
Exceptional interpersonal and communications skills (both written and verbal)
Good organizational and multi-tasking skills, able to prioritize in a fast-paced, dynamic environment
Flexible, adaptable, responsive, positive
Experience in people management
Excellent follow-up skills
Analytical, flexible, team-oriented, with attention to detail
Ability to deliver results

204

HVC Lead Analyst Resume Examples & Samples

Ensure timely and accurate hydrocarbon accounting processes
To ensure adherence to policies and procedures
To work with the Rhine and HVC teams to ensure mutual understanding of all accounting entries and follow up on queries
Resolve queries and issues as they arise with reference to relevant resources such as the Group Reporting Manual, working with the Rhine and HVC teams or other support from within the BSC
To comply with any other job-related requirements. This may be defined by an attached task list or defined by one’s relevant team lead or process lead
Provide effective support to system transformations in all phases of the project
Preparing/matching invoices for the different customer segments
Follow up and prepare balance sheet reconciliations
Support preparation of documents and adjustments for monthly, quarterly and year-end close
Monitoring of open items / overdues and allocation of incoming payments (incl. Direct Debit)
Managing contract changes and ad-hoc hydrocarbon queries
Run & verify the month end stock accounting processes, ensuring all movements correctly priced & accounted for and all adjustments made
Individual problem and issue solving
Understanding end to end business flow
Coordinating and taking part in UATs
Language and interpersonal skills with particular focus on interaction with business operations and client responsiveness
Excellent problem solving
Basic people and project managing
Basic negotiation
Good communication and cooperation skills
Fluent German and basic English knowledge is a must

205

PPR Lead Analyst Resume Examples & Samples

Support specific business focused Project Performance Reporting (“PR”) and provide timely and accurate Management Information (“MI”) to the relevant Business and Finance organisation
Support MI/performance reporting processes for a specific Business area in Germany
Deliver any Adhoc analysis to support the business & projects
Calculate, post and approve monthly accruals
Analysis and correction of the monthly actuals
Developing new reporting processes and methodologies
Coach, mentor and support other team members
5+ years experience in Financial Analysis or Performance Reporting
Fluent German and English knowledge
MS Office, strong Excel skills,
SAP user skills
Good communication skills,
Managing conflicting tasks and deadlines

206

Lead Analyst Resume Examples & Samples

Working closely with Business Analyst and cross functional team
Define Application Architecture
Define High and Low Level Design for application
Define Application Deployment Architecture
Prototyping and design sign off
Working with developers and helping them in understanding the functional and non-functional requirement
Technical Project Management
Hands on experience in .net based technologies
Hands on experience in RDBMS
Hands on experience in Service Based architecture and SOA
Knowledge of Interface and Messaging Technologies
Working knowledge with Hardware Devices on RS485/232 protocol
Knowledge of Architecture Pattern and UML
Knowledge of Microsoft Visio/Rational Rose/MS Power Point
Knowledge of MS Project
9 to 10 years’ of total experience, including 5+ years in Application Architecture and Design of Thin and Thick client based system
3+ years of experience in Technical Project Management
Exposure to various Architecture Pattern and Design
MS Visio/ RUP /UML
MS Project/MS Power Point
BE/B Tech
Togaf or any other architecture certification can be added qualification

207

Project Controls Lead Analyst Resume Examples & Samples

8 years or more of relevant Cost Control or Planning & Scheduling in a home office or out in the field in addition to a Bachelor’s Degree in Engineering, Construction Management, or a nontechnical Bachelor’s Degree with business and computer software courses
Leadership skills to include the ability to influence, manage, lead, guide/coach, develop, motivate, and mentor team professionals
Advanced communication and inter-personal skills
Self starter and ability to make decisions independently
Developing Direct Reports
Innovation Management
Managerial Courage
Humility

208

Lead Analyst Resume Examples & Samples

Bachelor’s Degree in technical or financial disciplines (Information Systems, Computer Science, Data Science, Statistics, Finance, Accounting or related field)
Minimum 3 years’ experience in data science/analytics projects and practices
Must be willing to work out of the new Corporate HQ office in Boston, MA
Must be willing to travel up to 25%
Languages and Tools: SQL, ACL, Oracle GRC, IDEA, VBA, Alteryx or Advanced MS Excel
Data Visualization Tools: Qlikview, Spotfire or Tableau
Bank regulatory experience (compliance, loan review, liquidity, AML, FCPA, etc.)
Financial, IT, or Supply Chain audit/process experience
Strong written and verbal communication skills with the ability to interface and influence across functions
Proven ability to effectively analyze large amounts of transactional audit data
Self-starter who actively seeks out new project opportunities and improvements to existing solutions
A proven ability to critically assess, drive action, and deliver meaningful results in a fast-paced environment
Agile software development experience preferred
CAS or Leadership Program Graduate (ITLP/FMP)

209

Lead Analyst Resume Examples & Samples

Finance Accounting (General Ledger) – Classic GL ECC6, Accounts Receivable, Accounts Payable, Fixed Assets, Finance Reporting) and its integration with MM, PP, SD and CS module
Product Cost Controlling (CO-PC) and its integration with SAP PP (BOMs, Production Orders) and SAP MM (Material pricing (PIR) and Order Settlements. Hands-on Product Cost rolls and analysis is a MUST
Profitability Analysis (COPA) and its integration with SD and CS module
Cost/Profit Centre Accounting
Statutory Reporting
Tax - India and global , Should have exposure of GST
Legal Entity Definition
Financial Consolidation & Intercompany Elimination
Hands-on data migration including Product Costing and Cost Variance Analysis is a MUST
Good understanding the various modules of SAP FICO and be able to support the various functionalities like
Will lead SAP FICO support FICO by leveraging knowledge and experience in SAP module
Will provide production support to address custom and standard development issues
Analyze business processes and systems processes & recommend improvements that use standard Eaton software and processes
Ability to understand and drive regional solutions and implement controls that are fully auditable and compliant with business and control standards
Will continually learn new advanced development technologies and programming techniques to provide value to our business by enhancing self-knowledge and capability
Will provide excellent quality solutions as well as excellent documentation including unit test scripts and results
Will mentor and guide the support team on technical training and ITIL processes
Manage the shift and on-call roaster to provide support team coverage across 2 shifts
Will communicate and mentor the support team on global support processes and procedures and ensure that they are adhered to
Will Manage the delegation of support resources to support requirements
Up to 25% travel may be required globally for this position
Define and gather operational and performance metrics to drive continuous improvement. Participate in benchmarking and comparison to industry standards to improve the activities of the IT department
Engages customer and IT resources to drive ongoing operational efficiencies and process improvements; Acts as escalation point for complex issue resolution
Establishes the necessary training and development to maintain a highly effective, competent staff. Counsels subordinates in career path development, process improvement, and skill development. Prepares and manages performance measurement and evaluation of subordinates
Provides an understanding of both technology and business concepts and is able to articulate business processes. Recommends improvements to technical and business processes
Consults with customers and IT managers to develop, define, and prioritize work assignments and work delivery
Ensuring quality delivery of team member tasks in accordance to the plan
Develop communication strategies and leading communications with senior executives and key stakeholders globally
Ensure sign-off on all major system deliverables by stakeholders
Perform risk management planning, risk identification and mitigation planning
Requires a CA/MBA/ICFWA Finance or equivalent Finance certification
Must have extensive SAP FICO knowledge of SAP ECC 5.0 or higher with a minimum of 10 yrs. experience across multiple SAP FICO modules in areas of Treasury, Cash management, Import /Export
Must have knowledge of at least 3-4 countries specific Tax knowledge/exposure including India with Service tax/GST
Must have extensive knowledge of SAP configuration and validation
Must have leadership capabilities to establish and manage FICO team
Must have extensive knowledge of integrations with other critical applications within the Eaton landscape

210

Lead Analyst Resume Examples & Samples

Daily monitoring of supplier replenishment through Supplier Vis inputs and outputs to ensure that suppliers are correctly replenishing our sites
Working with SIOP & Logistics to align replenishment and logistics with demand requirements
Providing input to the Fulfillment SME’s on the Fulfillment Model; the Inventory Playbook, PFEP, and Replenishment design. The materials Planner plays a critical role in the replenishment design by monitoring and supporting the maintenance of min-max settings
Analyzing and monitoring the MRP forecast for his/her items to ensure accuracy for proper planning by suppliers and for its use in calculating Min-Max. This is a critical continuous improvement input into the accuracy of the SIOP forecast
Providing input on supplier capacity and performance status to the SIOP Supply, Procurement, and Supplier Development teams
Participate in the replenishment design for suppliers. This include review/approval of the replenishment model selections, calculation and revaluation of min-max, management of discrete planning parameters, MRP PFEP settings, etc
Analyze and monitor the MRP forecast for his/her group of suppliers. Provide feedback to the SIIOP process to improve the SIOP and MRP forecast
Establish and maintain effective communication linkages with the sites that he/she serves to ensure that the site has a voice in the replenishment design and maintenance
Establish and maintain effective two-way communication linkages with his/her suppliers to ensure that both sides have all required information to maintain a healthy supply chain
Maintain a proactive and disciplined approach to serving the sites that he/she serves, maintaining constant coverage and being responsive to all requests and needs
Support all change management activities impacting his/her sites and suppliers. This includes new product launches, restructuring, cost out transitions, supplier site closures/moves, ECN, MPS, etc
Support the Procurement Team by monitoring and assisting in closing payment holds, managing the AP 12/13 interface
As a Lead Planner, must be able to train and mentor new Material Planners and take the lead in complex initiatives facing the team
As a Lead Planner, must be a subject matter expert with all replenishment tools (e.g. Supplier Vis and MFG Pro Schedules) and related materials analysis tools (e.g. Pulse, Wisper)
Minimum of 5 years Supply Chain, Manufacturing, or Operations experience
Minimum of 1 year of experience in Materials Management: Material Planning, Master Scheduling, or Materials Analysis
APICS CPIM certification
Minimum of 1 year of Manufacturing/plant experience
Minimum of 1 year of experience working with consumption based replenishment; Min-max, Kanban, etc
Minimum of 1 year of experience with MRP master data management
Understanding of the SIOP process steps: Forecast, Demand, Supply, Consensus, Executive
Ability to train and mentor new employees in Materials Planning tools and processes
Ability to independently manage Materials and Operations projects

211

Lead Analyst Resume Examples & Samples

Voice Service and Support analyst with proven experience and strengths in problem resolution, customer service/management, and support. Must be able to follow ITIL standards and processes. Candidate must possess strong verbal and written communication skills
Ability to provide voice Service and Support across the Eaton Corporation enterprise voice communications systems and networks (PBX’s, voice servers/gateways, voice applications include call center systems, and work with IP/TDM Networks). Experience in technical operations support and telecommunications service and support
Provide level 2 & 3 operational support for Cisco PBX and Contact Centers
Ensure effective operation and management of all communications systems
Responsible for problem resolutions leveraging proper channels including suppliers and internal resources
Build and maintain effective peer and partner relationships in order to drive results and efficiencies
Lead the effort to define and deliver the strategy, services and capabilities in the areas of voice, video and real-time collaboration
Deploy and institute solutions that support or enhance the common set of real-time services, products and capabilities used throughout the enterprise
Establish and track metrics and measures to define the success and business results
Participate in communities and forums for continued business inputs & responses and sharing best practices
Support planning for Enterprise Cisco voice systems. Provide input to design, project plans, implementation plans, and support global enterprise voice communications architecture, within Eaton network solutions
Provide support to delivery functions working in regional or business unit projects
Be able to support voice and call center functions, integration, and cost effectiveness solutions, while meeting all business needs and concerns irrespective of region or business units
Be able to provide clear and concise incident and problem escalation communications to the senior support, design and delivery teams for resolution of infrastructure issues, outages, incidents, and ongoing problems
Support QOS and trending of Remedy ticket information (e.g, monthly operational reviews)
Provide the ability to communicate and effectively manage thru Eaton Corporation’s horizontally organized Global Telecom operational support model as it evolves a “follow the sun” support model
Gather regional requirements for Unified Communications systems & services as input to Enterprise solutions
Ensure Unified Communications services are performing as expected
Provides guidance & leadership to less experienced engineers
Strong administration knowledge of Cisco Call Manager (CUCM) and Unity Connections
Strong knowledge in Cisco IVR/ ICM/ UCCE / Gateways / CVP /CUIC/ Finesse /Jabber including scripting, configuration and call routing, ICM DB mgmt
IP Telephony systems administration, configuration, and implementation preferably multi-vendor solutions including Avaya
Strong vendor management, contract management, and negotiation skills
7+ years consulting experience with Cisco products
Cisco Voice Certified
CCIE Certifications a plus

212

Receivable Collection Lead Analyst Resume Examples & Samples

Provide analysis on new and existing bankruptcy cases including preference or claw back defenses, pleading review and reconciliation of claims
Manage the progression of the bankruptcy case, including key court dates
Research customer’s legal entity, business structure and ownership
Consult with credit teams to perform analysis possible receivable loss and risk mitigation tools
Manage department SharePoint site, ensuring compliance with document retention requirements while leveraging workflow capabilities
Maintain the common database of bankruptcy filings, losses and recoveries across the Eaton platform. Involves collecting transaction documents, interpreting, documenting, validating and auditing collected information
Build scorecards/data dashboards to track key portfolio metrics and performance. Conduct periodic quality checks to ensure data stays current and accurate
Assist with the implementation of centralized collection initiatives and processes credit teams
Interact and communicate professionally with other Eaton leaders and departments as well as outside vendors or customers on all receivable matters
Interact with credit teams regarding invoices, legal liabilities, and requirements to resolve conflicts or disputes and escalate to a manager as necessary
3 years of financial analysis experience
Candidates must be legally authorized to work in the U.S. without company sponsorship now or in the future
No relocation is being offered for this position. Only candidates who reside within a 50 mile radius of the work location will be considered
Work experience in commercial bankruptcy recovery or credit/collections preferred
Finance/Accounting degree a plus
Experience working with Oracle, SAP or GetPaid software a plus
Previous experience within a multinational organization preferred
Strong Excel skills, especially with data mining/pivot tables, etc
Detail oriented, strong analytical skills and business acumen
Ability to work on multiple projects simultaneously and bring projects to a timely conclusion

213

Lead Analyst Resume Examples & Samples

List the essential functions, which must be performed in order to fulfill the purpose of your position as described above
Lead BI front end support team and service delivery by leveraging knowledge and experience in OBIEE application maintenance
Design, develop & support OBIEE and dashboards
Provide production support to address custom and standard development issues
Provides strong support leadership by adhering to standard departmental policies, processes and documentation guidelines for support delivery
Defines and communicate roles and responsibilities for support team members
Develops support resource plans including detailing work breakdown structures and critical path
Consults with customers and IT managers globally to develop, define, and prioritize support work assignments and delivery
Defines and gather operational and performance metrics to drive continuous improvement. Participate in benchmarking and comparison to industry standards to improve the activities of the IT department
Engages customer and IT resources globally to drive ongoing operational efficiencies and process improvements
Ensures quality delivery of team member support tasks in accordance to the plan
Regularly communicates and reinforces status, prioritization and timing back to regional leaders and the global organization including the communication of critical success measures, issues, and mitigation strategies
Works across a collaborative regional team with strong personal management skills in a highly matrixed and virtual environment
Partners with the operations and business to ensure continued alignment and facilitate ongoing communication
Four-year University degree in Computer Science, Business, or a related field
Domain experience, preferably in manufacturing organization(s) is a plus
Understanding & work experience on QlikView & other visualization tools is a plus

214

Lead Analyst Resume Examples & Samples

Programming. Mastery skills in SQL programming, understanding relational databases, data reporting and presentation tools
Project Management. Leads large to medium-sized projects through the entire project lifecycle – from requirements gathering, analysis, design, development, testing, deployment, audit and post-production support
Communications Ability: Communicates effectively with both technical and business personnel to gather requirements, communicate expectations, identify solutions, and create action plans
Evaluation: Evaluate, propose, and recommend alternative solutions to solve business problems and improve business processes in support of the operation's key strategies. Interactions with business organizations to evaluate and understand new IT requests. Understand the validity of IT requests and make initial determination of severity of impact on currently available systems
Process Design: Assist project business analysts with the translation of business, customer, and supplier needs into business requirements. Identifies and recommends business process improvements in a context appropriate to both the business and IT communities
Document Business Requirements: Write detailed Project Charters and Project Status Reports. Able to assist with Business Requirements Documents (BRD), User Test cases, and design documents
Estimate Development: Apply knowledge of technology and business functions to establish ballpark development efforts and costs for IT requests. Work with project and resource managers to develop feasibility estimates based on available resource hours and project demands
Minimum 8 years of experience in BI
Versed in project management methodology
Working understanding manufacturing systems
Working understanding of how to leverage BI tools to improve decision support
Ability to work collaboratively. Good written and oral communications skills
Understands software development methodology and quality assurance techniques
Understands IT application infrastructure technologies
Ability to lead groups for requirements gathering and process modeling
Strong focus on business communication and customer / IT alignment
Ability to balance process and technology based decisions
Passion to exceed customer expectations

215

KYC Lead Analyst Resume Examples & Samples

Review and evaluate recent negative news related to clients
Experience and knowledge KYC preferred, particularly in the Correspondent Banking space
Years of professional work experience, preferably in Financial Services
Compliance knowledge an advantage

216

VP, P&A Lead Analyst, Investor Services Resume Examples & Samples

Coordinate all financial deliverables including monthly business commentary, expense variances, revenue analysis, outlooks, etc. for all products in Investor Services and DCC
Support the Investor Services business in North America with specific financial deliverables, including analyzing the monthly financials, helping the business to understand key drivers of expenses and headcount variances, performing deep dives of specific items that allows the business to understand true profitability and business drivers
Take lead on special topics within the group, gain deep understanding of matter and filter relevant information to Finance team and business; Examples of topics may include understanding impact of Geographical Revenue Attribution, working with counterparts in the Transfer Pricing organization and explaining impact to regional business teams
Work with resources in Mumbai and Costa Rica to oversee deliverables across a team of 5; Indirectly manage individuals in these locations
Coordinate with other members of the team and group manager to craft story and create presentations on financial performance at month-end; Create ad hoc presentations that tell a clear story on the financial performance and areas of concern based on data findings
Facilitate the creation of periodic financial packages including a monthly actuals deck, flash presentation, and monthly business reviews
Constant review of processes to identify inefficiencies and improve team productivity
Strong financial management reporting system knowledge with drive and ability to continuously develop and improve processes
Minimum of 4-6 years’ experience of financial analysis in a large corporate environment
Experience with Excel and Power Point
Numerate /Analytical
Ability to manage and prioritize own workload effectively, resolve conflicting priorities, and multi-task
Results / Task orientated
Strong customer focus/relationship building skills
Proactive / Self-Starter

217

IS Lead Analyst Resume Examples & Samples

Prepare, plan, perform, report audits and track actions from the IS Compliance and Audit program
Open, track, approve and close NCs and CAPAs owned by IS as the NC Specialist / CAPA Specialist
Mentor IS NC and CAPA owners in the progression of their records
Facilitate the IS NC/CAPA Review Board, including agenda distribution, minutes and tracking
Lead or participate in preparation activities at the site level for audits (FDA, Notified Body, Corporate, etc.); Interface with RA QA groups and external audit teams as ISRC Lead by following the IS Audit Playbook
Foster an IS continuous improvement culture through the deployment of the ISRC Compliance Education program which may include presentations, position papers or guidance documents
Participate in the Major Incident Review process to ensure escalation to NCs where appropriate
Develop IS Compliance and Audit metrics and dashboards
Partner with ISRC and the broader IS Governance and Performance Management team members to ensure a consistency in quality assurance globally including but not limited to IS ISO QMS interpretation and process adherence
May participate in other ISRC processes and initiatives as required (e.g., CSV, Change Control reviews)
May develop global procedures or internal ISRC procedures where appropriate
Recommend and implement process improvements as they relate to the IS ISO QMS and other ISRC processes
5 years of work experience in Computer Systems Validation (CSV) would be preferred
5 years of work experience in an FDA-regulated environment
5 years of work experience in IS, Regulatory Compliance, or related QA role

218

Lead Analyst Resume Examples & Samples

Provide support of enabling and fostering self-service analytics across the enterprise, including onboarding new users, facilitating learning sessions, and assisting users with the suite of self-service analytics tools at our disposal
Support the effective and efficient governance of visualization tools through developing and fostering standards, processes and visualization / analytics best practices
Design, develop and deliver visualizations and dashboards
Support all initiatives from the Enterprise Data & Strategic Analytics team in areas that include visualizations, data insights extraction, and data solutions delivery
Collaborate with the self-service analytics developers and consumers to provide training and guidance
Work to constantly understand and frame ‘the art of the possible’ in areas of Advanced Analytics and Data Visualization
Provide oversight and support to ED&SA team regarding analytics solutions and data visualization
Support the monitoring and management of projects and initiatives, including maintaining ownership and accountability for scope, assumptions, risks and approach (including project resource needs, high level timelines, and project communications)
Champion the “Analytics” and “Visualization” culture and best practices. Leverage creative solutions, analytics and visualization/ reporting techniques to enhance knowledge and drive actionable insights. This could include use of variance analysis, dashboards/ reporting and regression analysis
Minimum of a Bachelor’s degree and minimum of 1-3 years of experience in some combination of Advanced Analytics, Visualization, Business Insights and Data Science skillset. Graduate degree or other certification surrounding data science, data visualization or advanced analytics preferred
Knowledge of the tools and techniques that regarding data preparation / manipulation, data analysis and data visualization
Ability to effectively communicate between ED&SA and business functions to understand business pain points and work to develop and delivery of visualization and analytics solutions. Good presentation, communication and documentation skills
Must be a ‘self-starter’ and possess a strong desire to ask ‘how’ and ‘why&#8217
Must possess knowledge of data visualization tools (e.g., Tableau, Qlik, Lumira, Power BI), concepts, and best practices
Experience with programing language such as R, Python, Scala, Java etc. preferred. Experience with Hadoop, Hive, PIG, MapReduce, Spark preferred
Must possess knowledge of advanced analytics concepts and practices. Experience with data visualization of large and complex data sets preferred
Experience working with a large global company preferred

219

KYC Lead Analyst Resume Examples & Samples

Experience and knowledge of KYC preferred, particularly in the Correspondent Banking space
Client Service experience and/or Front Office experience helpful
Excellent verbal and written communication skills essential

220

ICG Product Control Lead Analyst Resume Examples & Samples

Oversee the Central Control function in the Product Control function within the Asia Pacific region, as well as ensuring consistency within a global framework
Ensure compliance with firm’s directives and regulatory requirements
Implement effective validations and controls across APAC Product Control team
Redesign/streamline existing controls and related processes from both a tactical short-term point of view and a strategic long-term perspective and see these initiatives to completion
Liaise with Financial Control, internal and external auditors
Responsible for senior management reporting of control metrics
Minimum 7 years’ experience in financial services industry highly preferred
Able to perform effectively within a time-sensitive environment and meet demanding reporting and project deadlines

221

ICG Treasury Balance Sheet Management Lead Analyst Resume Examples & Samples

Understanding and monitoring business interest rate risk including transfer pricing and hedge strategies
Analyzing and optimizing balance sheet as well as liquidity & capital utilization relative to evolving regulatory requirements and internal objectives/constraints
Acting as principal Treasury interlocutor for business leadership in respect of activities related to CCAR, CLAR, Recovery and Resolution planning
Coordinating the business ALCO process including governance and content
Managing Treasury engagement in the new product approval process across covered business lines
Establish, monitor and adapt key balance sheet and liquidity limits in conjunction with business and Finance partners
Minimum 3 to 5 years’ experience in a Treasury, Finance or relevant Business role
BA/BS in Finance, Economics, Accounting, Engineering or Math, MBA preferred
Established analytical and problem-solving skills
Demonstrated ability to concisely communicate analytical objectives, observations and relevance of findings across the organization in written, visual (graphical) and verbal form
Collaborative orientation along with desire to interact with colleagues at all levels
Familiarity with bond math (i.e. understanding of duration, convexity)
Proficiency with Excel, PowerPoint and preferably Bloomberg

222

Lead Analyst Resume Examples & Samples

Work closely with the Corporate Tax users to understand the current state of information available in the enterprise systems and understand requirements for information
Fully document the current business processes & technical applications
Identify and recommend appropriate solutions to be implemented through either internally developed or 3rd party externally provided technical solutions or process improvement using technology
Develop and build excel-based tools to automate tax process using advanced formulas, pivot tables and Visual Basic (Macros)
Partner with Tax, Controllers, and the Central IT teams to implement enhancements
Manage the overall process by developing and monitoring working program/project plans which address time frames, resources and costs communicate status to all Corporate Tax and IT stakeholders
Advocate for the financial user community and champion for projects (in the Tax portfolio)
Responsible for overall program management activities and coordination of required user approvals, user acceptance testing, training, and production implementation for delivered solutions
Responsible for the outcome of all IT projects in the Tax portfolio

223

IT Lead Analyst Resume Examples & Samples

Proven business and systems analysis experience, across the full project lifecycle on a variety of different sized projects with the ability to manage a varied workload
Experience of successfully motivating a team and of leading by example to deliver change in a challenging and fast paced environment
Line management experience of a small, multi-discipline team or experience of mentoring and supporting others in a project delivery environment
Experience of building and shaping a team with the objective of creating a team of subject matter experts
Excellent communication & stakeholder management skills with the ability to build and maintain strong business relationship at all levels
A strong track record of delivering results consistently: ability to plan and organise self and a team in order to achieve challenging objectives and targets
Excellent systems requirements specification skills, ideally with experience of both traditional waterfall and agile methodologies and the ability to use both styles to deliver projects depending on their needs

224

Lead Analyst Service Improvement Resume Examples & Samples

3-5 years experience for technical troubleshooting on windows based application along with integration between multiple vendor
Competent in Microsoft Office
Knowledge of SQL query language
Knowledge of building Windows servers
Knowledge of VMware Hyper-V
Knowledge of Airport operation procedure is an asset
Knowledge of IBMwebspher products is an asset

225

Lead Analyst Service Improvement Resume Examples & Samples

Airport Hub (all types) infrastructures
Express IP, IPVPN@ airport and all network services provided to customers in airports
WAN network products provided by OBS
Any new network products or solutions to be launched
Work with process owners to develop operational improvement plans against SITA business expectations and customer requirements in line with Lean and Six Sigma methodologies
Manage projects according to pre-defined and agreed project plans and achieve agreed targets
Conduct customer survey at the end of the project implementation
Ensure a process of continuous quality improvement through collection and analysis of stakeholder feedback, customer feedback and trend analysis
Lead a virtual team of stakeholders to develop, follow up and implement action plans to identify gaps and resolve identified major customer issues
Analyze performance reports in order to address recurrent issues that impact the availability of the products and services and initiate and track improvement actions with the involved entities
Responsibility for Problem Management to ensure that all open or identified problems are timely addressed by the relevant entities
Coordinate Release and Capacity management in relation with Engineering and/or Orange BS, and with Product Management
Provide technical expertise and support to SITA Service Managers, in particular regarding end to end network topologies, and assessment of connectivity weaknesses and recommendations of improvement actions
Experience in and knowledge of Incident Management processes for the services and products in scope
Previous experience in a quality assurance/control role or customer service role with emphasis on quality improvement
Experience in oversight on projects or program management
Experience in applying industry standard quality frameworks such as CMM, ISO, Six Sigma is an asset
Knowledge of ITIL and Service Management practices and procedures (Incident Management, Problem Management,)
Educated to degree level or equivalent work experience
Six Sigma Certification an asset
Project Management training an asset

226

Lead Analyst Resume Examples & Samples

Source services as required by the sales force or the product management organization
Support sales teams with service information and coordinate bid opportunities with supplier
Manage, track, measure and monitor the status of all sourcing and contract negotiations activity
Manage supplier contracts and other legal agreements for compliance
Ensure compliance with contract approval process and adherence to contract standards
Coordinate and tracks annual cost savings resulting from sourcing activities
Monitor and review of supplier performance, relationship and competitiveness
Assist in establishing supplier Service Level Agreements and metrics dashboard
Review and evaluate suppliers Service Level Agreements to identify areas of improvement
Maintain up to date products and services portfolio catalogue in LEO database and JIRA database
Maintain a process for dealing with contractual escalations or contractual disputes, and ensure all contractual escalations and contractual disputes are resolved in a timely and effective manner
Ensure that all supplier processes are consistent and interface to all corporate supplier strategies, processes, and standard terms and conditions
Seek and provide information from suppliers for improvements in products and services
Establish and maintain effective working relationships with other employees, key stakeholders, executives and vendors
Oversee / manage supplier escalation process, ensuring that all stakeholders are kept informed from inception to resolution
Assist CIS project teams on recommendation of desired vendor solutions for SITA customers, giving expertise in ISP qualifications
Provide recommendation to CIS systems and tool enhancements
Ensure all projects follow a structures project management methodology approach, demonstrating good governance and process
Support the regional BU for customized CIS driven deals
Support the renaissance programme by optimizing CAT 3 local access network and international connectivity from a cost and technology perspective
Manage operational performance review for CAT 2 partners
Staff / Budget managed
Initially no direct reports or budget to manage
Education and training
Knowledge and skills
5 years experience in telecoms industry, detailed knowledge of ATI market preferred
3 years experience in supplier management

227

Rohq-isg-kyc Lead Analyst Resume Examples & Samples

Represent the KYC function in senior management discussions and key stakeholder meeting across the business, compliance and operations
Working with Global KYC management team to develop target operating mode for Quality Control, covering people, process and technology
Key contributor to the Global KYC strategy
Have a proactive approach to business issues, identifying areas of improvement and enhancement including the automation of processes
Working with compliance, the business and KYC teams globally on interpretation and implementation of new AML policies and Alignment to Quality Control Function
Work towards developing globally consistent process and practices
Manage KYC Operations project book of work, including strategic program roll out, major and minor system enhancements
Assess operational impact of change
Create efficiencies through on-going utilisation of low cost centres for data management
Provide senior oversight of KYC Operations teams, senior point of escalation for the team and its stakeholders
Central point of coordination for vendor strategy and third party interactions
5 years management/leadership experience within the KYC/AML environment
Proven track record of leading successful teams and functions
Proven ability to interpret and implement change on a regional/global level
Familiarity with external products and services within the KYC/COB environment
Strong leadership skills as well as the ability to execute across different geographic locations
Strong understanding of AML/KYC concepts and challenges
Good academic qualifications would be desirable, but less relevant than a proven track record in AML/KYC and/or operational reference data
A Leader and strategic thinker
Good communication skills – this will be a role with a high level of client interaction as well as exposure to senior levels of the firm
Very proactive approach to process improvement, actively seeks opportunities for change that benefit the wider team

228

Lead Analyst MSP Cost Resume Examples & Samples

Maintain and operate critical cost of ownership Access databases
Responsible for developing engine and product cost of ownership/operation estimates based on historical cost information, reliability and engineering data, combined with predicted future operational profiles
Primary products are TFE731, HTF7000, CFE, ATF engines and small business aviation APU’s
Uses and develops computer models to construct engine cost estimates and event forecasts over time and through the life of MSP and other power by the hour programs
Predicts new or proposed engine model cost of operation, set asides, based on historical information from similar operation, identifies cost drivers, identifies cost reduction opportunities, and drives cost savings initiatives for MSP
Supports product line management/PDT teams and engineering with data and analysis. Leads or strongly participates in six sigma, departmental, or Enterprise projects and teams to achieve program and customer goals
Provide numerous reports/metrics on a weekly, monthly, annual basis to many different customers
Support annual MSP EAC modeling by providing forecast billings, average event costs, estimated future savings, etc
Assist team members in assessing correct coding for complex maintenance events claims
“Ad-hoc” requests for cost information from multiple functions (quality, engineering, MPM, CBT, C&PS, pricing, sales, etc.)

229

Lead Analyst Resume Examples & Samples

Influences and leverages relationships with EY executive leadership to impact the oil and gas community and firm-wide objectives
Provides deep, forward-looking analytical insight and understanding of the oil and gas stakeholder community based on a detailed knowledge of the sector's dynamics and drivers
Acts as a role model within the community and positive influences change by leading by example; champions knowledge-sharing behaviors; connecting people, encouraging enterprise wide sharing, and appropriately leveraging and reusing existing collateral
Develops and articulates a strong forward-looking point of view across both the sector community and geographies
Deep knowledge of the oil and gas sector
Credible as a recognized authority in the external community

230

Business Transformations Lead Analyst Resume Examples & Samples

Program Management - including multiple countries, cross regional, and multi-disciplinary business units, working with sub groups and process teams to track performance to targets and drive performance improvements; including budget tracking
Stakeholder Management: Build and maintain networks with a diverse group of stakeholders to influence and support the delivery of projects
Co-ordinate activities and portfolio management across the Business Transformations team programs in Budapest Service Centre, providing updates to Senior Management on risks and opportunities
Review existing business processes with a view to identifying and implementing necessary improvements
Lead on the migration of activity to and from Shared Service Centres across EMEA ensure business continuity and sustainability of activities
Lead on Business Transformation initatives in Eastern Europe including functions such as Finance, SCM and Operations
Create solid documentation of activities
Support the CRM model by managing issues effectively and offer timely solutions and resolutions to customer feedback
University Degree educated - Post Qualification/further education desirable
Ability to operate at a senior level in collaboration with diverse internal and external executives
Excellent communication, presentation, training, coaching & mentoring skills
Fluent English skills required, other European or Asia-Pac languages advantageous
Program Management experience of Business Critical Projects
Ability to plan and effectively deploy resources to maximise utilisation
Analytical, diagnostic and risk profiling skills
Strong understanding of Commercial Management and Business Acumen
Strong customer service and business partnering ethos
The position will require good networking capability and an ability to work effectively with other team members, senior personnel and internal/external customers
There will be a requirement for business travel

231

Lead Analyst Resume Examples & Samples

Serves as the primary recruiting contact for the applicant tracking system
Ensures background check policy compliance
Counsel hiring managers regarding issues and concerns related to institutional hiring and pre-employment practices and policies
Facilitates new hire onboarding activities
Processes documents and ensures institutional compliance with EEO certification procedures for faculty and appropriate administrative positions
Partners with the Compensation department to ensure templates reflect measurable basic qualifications and relevant position descriptions
Coordinates and/or approves requested advertising for staff and faculty positions
Conducts monthly system audits; leads and/or assists with monthly or periodic Recruitment/Employment department

232

Balance Sheet Management Lead Analyst Resume Examples & Samples

Prepare peer analysis, including regular Board materials and ad hoc requests from senior management. Additionally, on a quarterly basis, provide peer earnings review of balance sheet, capital adequacy and liquidity, providing senior management with industry insights
Assist in the coordination of Corporate Governance processes and preparation of Board and RMC materials, to help ensure the timely execution of all Treasury-related Board actions and notifications
Facilitate ongoing discussions and reviews with the rating agencies regarding major topics of interest to ensure Citi’s ratings and outlooks adequately reflect franchise strength. Additionally, assist entities in obtaining new or additional ratings
Proactively read, understand, and keep abreast of all regulatory developments and rating agency methodology changes that directly affect Citi and its subsidiaries
Provide support for ad hoc projects and coordination of treasury-wide deliverables, including Recovery & Resolution Planning pertaining to Rating Agencies
3-7 years of experience in financial services
Undergraduate or master’s degree in Finance, accounting, economics or other quantitative discipline; CPA certification a plus, but not required
Expert proficiency in Microsoft Office applications (Excel, PowerPoint, Word) is expected
Required skills include superior problem-solving abilities, attention to detail, teamwork, quantitative aptitude, and excellent oral and written communication skills
Familiarity with publicly disclosed financials, such as 10-Qs/10-Ks, Call Reports, FR Y-9Cs and firm’s financial presentations are preferred
Ability to work independently and multitask under tight deadlines, including coordinating with multiple groups both within Treasury and other departments across Citi
Highly motivated, intellectually curious, results oriented and strong commitment to excellence

233

Lead Analyst Resume Examples & Samples

Establish key risk indicators for service areas based on detailed research of the industry
Analyze a wide range of company data, including financial reports and internal documents, in order to determine where the most significant risks lie
Evaluate the effectiveness of the organization's existing framework in addressing these risks
Quantifying the organization's 'risk appetite'; i.e., the level of risk they are prepared to accept
Assure recommendations are thoroughly documented and presented to upper management for review
Adjust risk reporting in an appropriate way for different audiences; for example, to the Chairs and Administrators so they understand the most significant risks and their accountability for individual risks
Proposing policies, procedures and control measures aimed at minimizing the risks
Facilitating staff meetings on identified risk and ensuring proposed corrective actions comply with government regulatory requirements
Conducting audits of policy and compliance to standards, including liaison with internal and external auditors
Providing support, education and training to staff to build risk awareness within the organization
Ensuring the appropriate levels of information technology security are utilized throughout TTUHSC El Paso based upon HIPAA, HITECH and other regulations, specific information security management controls and best practice processes
Documents and maintains the System risk governance methodology, the System risk management policies and the Information Security Policy and Standards
Organizes, conducts and performs system risk and information security risk assessment and gap analysis process
Reviews and verifies the System risk and information security risk related policies, standards and procedures documentation
Documents and confirms compliance with the information security requirement for System Development Life Cycle
Monitors compliance with the Security Standards, Policy and Architecture
Cooperates with the performance of annual mandatory information security awareness seminars to alert employees to the information security and best practices
Prepares presentation for Privacy and Security Committee, and provides summary reports for the Institutional Working Committee
Responsible for completing HIPAA/HITECH and other risk assessments utilizing a process to identify potential business hazards and analyze what could happen if a hazard occurs. This position will determine the potential impacts resulting from the interruption of time sensitive or critical business processes and works with operations to develop mitigation plans. There are numerous regulatory risks to consider
One to five years of practical experience
Good managerial skills relating to project planning and execution

234

Lead Analyst Resume Examples & Samples

Provide level 2 & 3 operational and technical support for Cisco PBX and Contact Centers on a worldwide basis to customer sites inside of Eaton including the following technologies: Cisco Call Manager / Cisco Unity Connection / IP/TDM Gateways / Contact Center Express and Enterprise / Jabber / Cisco Telepresence / Audio/Web conferencing
Determine methods and procedures for solving complex technical issues encompassing hardware, software and networking
Generate clear and concise documentation
Acts as a focal point for organizing a technical team, driving resolution and communicating status during critical, high impact incidents
Engage with vendors to collaborate on support and monitoring tools, roadmap and impact on support
Drive high availability by maintaining current versions, firmware releases and vendor suggested improvements
Support planning for Enterprise Cisco voice systems. Provide input to design, project plans, implementation plans, and support global enterprise voice communications architecture,
Ability to work effectively with and provide guidance to other members of the team

235

Lead Analyst Resume Examples & Samples

Design data solution using data from source systems and interpreting business functionality and SAS code to produce the required outcomes
Ensure that assigned business analysis and design activities are conducted within agreed cost parameters, ensures that the outputs and benefits are clear and that identified solution provides efficiencies in business
As required, assist with activities in implementing the change and embedding to BAU transition
Provision of accurate estimates to support implementation of solutions within budget
Work efficiently with the customer to elicit project requirements that are fit for purpose, recommending appropriate stakeholders to be involved with elicitation activities
Maintain relationships with internal and external stakeholders and communicate requirements clearly and concisely
Validate requirements with the customer and the project team and provide input to ensure that proposed solutions meet customer expectations
Work with the project team to ensure customer satisfaction with project deliverables
Adhere to established ANZ policy and procedures and display an understanding of project and program practices and governance
Display knowledge of business analysis processes, demonstrate ability to document and communicate requirements effectively and provide input for the improvement of business analysis processes and performance
Support the analysis of project and program risks and issues, adhere to change control processes and requirements traceability throughout the life of the project or program in accordance with established effective document management
Engage the System Manager to optimise and adjust delivery in line with broader divisional priorities and constraints
Display a positive attitude, operates with a collaborative approach and actively support the risk systems manager in successful delivery of the project
Act as a reference for team members in the application of design and development techniques
Provide support to other team members and contribute to the professional development of the SAS community at ANZ
Work with peers to improve, develop and promote the Data Steward profession
Demonstrate accountability for the outcomes and deliverables assigned

236

Lead Analyst / Analyst Resume Examples & Samples

Ensure the delivery of seamless and continuously improving credit stewardship, delivery and fulfilment for existing and new business for a complex portfolio of CPB customers
Provide insight and trend data to help shape the new business agenda for Commercial
Contribute towards the creation of a diverse but cohesive culture within Portfolio Management teams, including using experience and knowledge to assist others
Responsible for a portfolio of customers, managing such activity as addressing issues, preparing annual reviews, reviewing account behaviour and monitoring EWIs
Undertake credit apps, including credit reviews, as required
Monitor regular Management Information and covenants, analyse trends and update RMPS as required
Assume ownership of the offshore Portfolio management process, acting as a contact point for stakeholders to ensure information is shared, timescales are adhered to and escalations are managed effectively
Manage key stakeholder relationships across CPB, Services and Functions to enable consistently good customer outcomes to be realised through timely and accurate decision making, in line with business goals
Operate within framework of KPIs and Determined to Lead principles to ensure that efficiency and effectiveness are maximised
Coaching and mentoring of Sr. analyst/ Analyst/ Jr. Analyst
Resourcing and adequate capacity and capability available at all times for effective delivery of the SLA
Adherence to Risk & Compliance guidelines
2-4 years of total work experience
Experience of the Banking industry, regulatory and commercial environment
Experience of operating within large and diverse professional teams
Understanding of how regulatory, political, reputational and environmental issues impact the division
Experience of conducting financial analysis of business performance and metrics
Understanding and some experience in the application of risk management disciplines
Strong communications and interpersonal skills

237

Solutions Lead Analyst Resume Examples & Samples

Developing a standard global process model for Financial Reporting and Analysis supporting Citi’s Integrated Close Processes
Working with Finance Architecture and Technology to design and implement the standard solution / processes and technologies
Leading global working group of global, regional and country and offshore teams to assess impact on key financial close processes
Working with the Data Services team to identify and source required Critical Data Elements
Defining standard guidelines, roles and responsibilities, and appropriate alignment of reporting activities including centralization in shared services
Developing ongoing governance around reporting, report development and ownership of the Standard Financial Reporting Library
Working with FP&A and Citi Insight team to align Financial and Management reporting
Developing business cases and technology budget for Integrated Reporting tools
Significant experience with Financial Reporting across both Financial and Management dimensions
Experience working across a matrix organization to influence and drive change
Experience of Citi’s strategic reporting systems (Pearl, FRS, Full Suite), preferred
Familiarity with Citi data standards and Performance Management Framework, preferred

238

Lead Analyst Resume Examples & Samples

Manages business analysis and quality assurance efforts through planning, tracking, and reporting, including the creation and maintenance of plans, schedules, and documentation
Communicates functional and technical details to a range of audiences, including business area experts and technical developers
Researches current methods and approaches to business analysis and quality assurance activities and recommends practices for use by Information Systems
Performs business analysis and requirements gathering and management for applications developed by Information Systems, including developing, documenting, maintaining, and communicating business rules and requirements
Provides operational and customer support for Information Systems support teams, including monitoring, customer service, issue investigation and documentation
Performs quality assurance tasks for products in the Information systems portfolio, including creation and maintenance of use case, test case, and test procedure documentation, decomposition of functionality for QA activities, and performance of testing
Written and verbal communication skills and ability to engage a variety of audiences in a work plan to ensure successful outcomes
Experience gathering customer requirements and translating them into functional and technical requirements for software development teams
Experience serving as a liaison between technical teams and business/functional stakeholders
Demonstrated experience developing and documenting business and technical requirements, rules, workflows, reports, and presentations for IT projects using spreadsheet, word processing, email, calendaring, workflow and project management software
Knowledge of application programming fundamentals and principles
Competency in understanding technical terminology and processes and translating between business processes and technical terms
Experience managing design efforts for complex systems
Experience with Agile/Scrum development methodology

239

EFM Global Lead Analyst Resume Examples & Samples

Bachelor’s Degree in related field with relevant work experience
Must have 3-5 years of experience in the field
Experience working cross-functionally
Excellent computer skills, including Microsoft Office (special emphasis: Excel)
Experience with PeopleSoft, Documentum and other HR systems
Advanced English Language skills (both written and verbal)
Ability to influence others, lead indirect teams
Demonstrated ability to drive change
Clear process focus, systematic, organized
Knowledge of HR systems and processes
Excellent communication skills (verbal and written) at all levels in organization
Effective at managing multiple priorities

240

Lead Analyst Resume Examples & Samples

Participate in workshops
Prepare Design documents
Software Configuration management. Create,tag and Merge branch
Build and deliver application to various environments
Prepare MPP. Assign tasks. Track Status. Use metrics to monitor the stream level Non compliances
Write Pseudo code
Customizing the Guidewire Product
Data Model Development
Business Logic (Rules) Development
PCF Screen ( User Interface) Development
LOB Mapping
Localization for different Locales
Development using Gosu for Classes and Enhancement
Prepare UTC and perform unit testing
Perform peer review
Mentor Junior developers
7 to 10 years IT Experience
2 Guidewire configuration implementations
JSTL JSP-Standard Tag Library
JMS
Guidewire Configuration
SQL/PL SQL

241

Lead Analyst Resume Examples & Samples

Strong analytical, decision making and problem solving skills, including root-cause analysis and solutions implementation
Ability to work in a diverse and multi-tasked environment
Should be organized and focused on seamless process delivery having a keen eye for detail and strong bent of mind towards controls , compliance , & customerservice
Graduate with minimum 1- 2 years of experience
3:30 pm – 11:30 pm

242

Product Control Lead Analyst Resume Examples & Samples

Should be a self-starter and possess the ability to identify and escalate issues as they arise
Ability to work in a fast paced, dynamic, deadline oriented environment and flexibility to work hours necessary to meet deadlines
Strong PC skills with advanced knowledge of MS Office, including proficiency in Excel and PowerPoint required
5-8 years’ experience in Accounting or Finance within the financial services / banking industry
Product Control / Audit / Project Management experience a plus
High level of personal integrity and a team player
Excellent interpersonal, communication and leadership skills
BA/BS in Accounting or Finance

243

IRM Lead Analyst Resume Examples & Samples

Infrastructure Security Assessments
Application Security Assessments
Mergers and Acquisition (TRM due diligence and subsequent integration risk assessment)
Vendor Technology Risk Assessments
Technology Governance, Risk and Control
Technology Project Risk Assurance Job Purpose
Second line of defence Technology Infrastructure/Application Assessments for new, changed and existing systems in accordance with the BNY Mellon Information Security Policies, Standards and Procedures
Works with the Business and Technology teams to track actions to mitigate or accept risks
If risks cannot be mitigated, works with the business to request a policy exception

244

Lead Analyst Resume Examples & Samples

Analyzes accounting data to ensure compliance with accounting principles and standards
Monitors different funds, budgets, budget revisions, compilations and report distributions
Review fund activity and analyze trend reports to determine proper accounting treatment
Assist with functions related to new clinical initiatives and its financial management components
Process transactions following established deadlines after a thorough review and interpretation of the substance of each transaction
Develop new and Ad hoc accounting analysis
Manipulates large amounts of data to create financial reporting models that help in assessing financial status, costing, margins, budgeting and forecasting
Able to interpret federal, state and local regulatory documentation. Assist internal departments with financial related questions

245

VP, Valuation Control Lead Analyst Resume Examples & Samples

Vice President level position
Responsibility for all aspects of equities valuation control of the business, including validation of market data inputs, reporting and analysis
7+ years of experience with derivative or structured security products
Extensive experience across Product Control/Valuations/Risk required
Quantitative analytics and programing knowledge preferred
Control focused mind-set with strong process improvement capabilities

246

Lead Analyst Resume Examples & Samples

Must have hands on Network Operation experience to IP: Juniper, Cisco ,Avaya,
Should have sound knowledge on switching i.e. and signaling server and SS7, Call gateways, Call bling server, EPABX servers, Digital exchange
Should have extensive knowledge and hands-on on end routers e.g. Nortel , Cisco-3500,6500, 7200, VSS, ASR9K; Juniper-MX960,MX480,M20 ,
Should have sound knowledge in Cisco IOS/ Nortel would be desirable
Should have knowledge on project administration/management
Should know specialized software: Remedy, Visio, MS Office, Wireshark. Experience in the network support & troubleshooting enterprise network Voip
Should have working knowledge of NMS. Should have exposure of working with NOC and integration teams for ensuring smooth Network integration and testing activities
Strong desire to excel with network operation/performance management, through detailed technical investigation and analysis
Should have good experience in, QoS, Bandwidth Shaper etc
Analytical thinking, flexible, fluent in English, pro-active, team player as well as leadership ability, solution oriented, good communication skills, project management skills
Self-driven and confident
Should be able to communicate well in English( both written and verbal communication)
LAN
Network Engineering
Virtualization &Infra Consolid
Design (Infrastructure)
WAN

247

Lead Analyst Resume Examples & Samples

Perform spend validation and analysis
Data optimization and data entry
Comfortable operating and contributing to a team oriented environment with strong personal accountability, commitment and integrity with respect to all aspects of the role
Bachelors in quantitative field (e.g., Bachelors in Engineering, Computer Science)
A demonstrated ability to work in high-pressure situations with minimal errors
Should be able to function with minimum supervision with high sense of ownership
Should be comfortable with flexible shift timings to support the international business

248

Lead Analyst Resume Examples & Samples

Must have hands on experience SAP SD covering all the major SD sub-modules like Master Data, Sales, Sales Support, Sales Information System, Billing, Special Business Transactions, Shipping, Transportation, Credit Control, QM in SD, Internet, Foreign Trade, Electronic Data Interchange with Intercompany transactions
Quotation Processes
Order Processes, including and not limited to
MTS/MTO Sales Order Processes
Consignment Sales Order Processes
Third-party Sales Order Processes
Intercompany Sales Order Processes (including STO and Transfer Pricing)
Return/Replacement/Warranty Sales Order Processes
Delivery and Shipment Processes
Billing Processes
Credit Management Processes
Product Hierarchy Management, esp. reporting-wise
Perform detailed configuration and trouble shooting of respective SAP modules
Provide input on technical implications of specific requirements of SAP solutions, including legacy data conversion, development of technical objects and interfaces for small requests
Work with SAP process teams to facilitate incidents/requests progress and to ensure an integrated system solution
Manage incidents, requests, changes with EATON specified SLAs
Develop business process procedures for end user training, develop technical documentation, and assist with unit and integration testing for requests and incidents
Expert trouble-shooter and proven expertise as a Production support specialist
Involved in month end and year end closing activities and worked on developing the Business process procedures to help end users in executing the transactions
Exposure ITIL framework, worked with problem management and re-enforcement training to reduce/optimize incidents and Training to change management
Flexible to work in shifts (Morning and Evening) and On-call; should be ready to work on weekend/holidays for support as per business requirement
Good understanding of the SAP modules – SD/GTS and be able to support the various functionalities like
ECC 6.0 version, SAP 4.6c, 4.7, 5.0
Manual Configuration and data load
Have a Good Knowledge of SAP reporting Tools like Report Painter, Report Writer, and Drill down reporting and ABAP Query
Will manage incidents/Requests by troubleshooting/configuration using respective SAP SD/GTS process
Deliver incident, request and change within EATON specified SLAs and updates to stakeholders in timely manner
Will provide production support as needed to address configuration, data and process issues
Will deliver in small requests around the globe by providing Functional Specification to technical team and coordinating with end-user or configuration or data setup
Will continually learn new SAP modules and techniques to provide value to our business by enhancing self-knowledge and capability
Will provide excellent quality code as well as excellent documentation including unit test scripts and results. Will Maintain zero impact through regression testing in the global environment
Will mentor, train and guide members on the support team member
Will communicate and mentor the support team on global functional processes and procedures and ensure that they are adhered to
Will maintain a global mindset during the support process to ensure that the development/fixes will have no impact on global functionality
Recommends and leads improvements to applications and processes in order to decrease incidents and maintain quality. (Demonstrates Problem Management Expertise)
Leads continuous improvements on in-scope support initiatives
Participate in application upgrades by testing and documenting functionality in conjunction with Functional analysts
Stays current with Technology trends in Information Technology advancements
Proven competency in presentation, training, documentation and support
Proficient in estimating and scheduling tasks for self and others
Strong in Respective SAP sub modules of SD
Exposure to SAP sub modules of credit management
Basic Understanding of ABAP Developments needed to complete functional specs and in developing new programs with the Technical team
Data migration - LSMW, BDC, CATT
Familiarity with SAP Integration technologies – ALE, IDoc, EDI, SAP Userexits
Good understanding of integration of SAP modules with other SAP modules like FI, SD (Sales and Distribution), MM (Materials Management), PP (Production Planning)

249

Trans Capture Lead Analyst Resume Examples & Samples

Monitoring of all FXPB clients related trading within the FXPB matching system (TRM)
Participate in the reduction of erroneous errors in the “TRM Inbound Queue”
Answer, action and reply to all email traffic received in both of our segregated email folders
Liaise with our FX Operations/clients on all trade discrepancies
Booking of all exotic option types in Simpliciti
Perform daily option expiry task
Processing of NDF fixes
Supporting and testing of system upgrades and provide solutions for tech related issues
Help Optimize trading flows by reducing and eliminating unnecessary errors
Daily reconciliation of all FXPB warehouses for FX and Options in regards to breaks and P&L
Organization and planning; candidate can plan, organize and schedule tasks in an efficient productive manner. Finishes work on time, addressing key priorities first
Flexibility; she/he has willingness to swap or share job responsibilities with other MO staff
Has a strong work ethic with willingness to work extra hours to get the job done
Superior Client Service Skills

250

Lead Analyst Resume Examples & Samples

Prepare break-even analysis for SHP programs
Prepare SHP scholarships and endowments cash summary report
Prepare contribution margin analysis report by department
Prepare SHP cash summary report
Prepare faculty productivity report each semester
Complete payroll verification process
Review and manage outstanding encumbrances throughout the SHP
Monitor and report overtime activity within the SHP
Assist with preparation of the annual operating budget for the SHP
Answer departmental finance and administration questions
Analyze departmental budgets for reasonableness and overspending
Complete the SHP student fee review process
Maintain finance and administration notes, policies, procedures and reports for the SHP
Serve as a liaison for the SHP Office of the Dean
Actively continue personal education and training
Assist Office of the Dean Staff with answering phones and serving guests
Other duties as assigned

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