Lead Reporting Analyst Resume Samples

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W Fahey

Wilford

Fahey

6713 Arne Mountains

Los Angeles

+1 (555) 914 2958

6713 Arne Mountains

Los Angeles

Phone

p +1 (555) 914 2958

Experience Experience

Chicago, IL

Foodservice Lead Reporting Analyst

Chicago, IL

Turner Group

Chicago, IL

Foodservice Lead Reporting Analyst

Assist Foodservice Sales Support Management team and other personnel with interpreting reports and identifying business trends
Provide analytical support for Foodservice Sales Support operations projects
Develop, maintain and enhance Foodservice Sales Support Operations information database to capture key performance metrics and provide a web-based a solution for report retrieval and viewing
Develop operations reporting training materials
Build, Develop, maintain and enhance Foodservice Sales Support reporting tools
Performance Analysis and Reporting
Continuous Process Improvements

Boston, MA

Reporting Analyst / Regional Governance Lead

Boston, MA

Will, O'Conner and Botsford

Boston, MA

Reporting Analyst / Regional Governance Lead

Happy to work in a challenging, reactive environment
Management of the Annual certification procedure to assess individuals in scope for their fitness and propriety
Risk & Control Reporting & Oversight
Creative and analytical thinker
IT Poland MI
Maintenance of the Group Technology Departmental Governance Handbook
Clear and concise records of key decisions, discussions and challenges under the SMR

present

Los Angeles, CA

Senior VP-financial Corporate Regulatory Reporting Senior Lead Analyst

Los Angeles, CA

Schowalter and Sons

present

Los Angeles, CA

Senior VP-financial Corporate Regulatory Reporting Senior Lead Analyst

present

Other responsibilities include conducting thorough research and analysis of regulatory reporting, and other regulatory matters, as warranted, and presenting results in a well-conceived and clear fashion
Lead Regulatory exams, internal audits and address external analysts questions. Maintain effective and professional relationships with regulators, internal and external auditors
Drive reengineering, process efficiencies and continuous process improvement efforts to strengthen controls
Lead preparation and review of regulatory reports including Citigroup FR Y-9C and Citibank NA Call report, FFIEC 101, 10-Q/10-K, earnings release, and external/internal presentations
Manage, direct, train, mentor, and evaluate assigned staff
Work and partner with multiple areas across Citi, including Controllers, SEC Reporting, Treasury, Risk, Accounting Policy, Financial Planning and Analysis, and Mergers& Acquisition on Basel and regulatory reporting areas. Establish strong working relationships with key contacts
Communicate effectively, clearly, concisely and accurately using written and verbal communications with Senior Management, Regulatory Agencies and Internal/External Auditors as well as the investor community

Education Education

Bachelor’s Degree in Accounting

Georgia Southern University

Bachelor’s Degree in Accounting

Skills Skills

Proficiency in using analytical tools (DB2, SQL/QMF, Visual Basic, SAS (EG) and Microsoft Office Suite (Excel and Access)
Proficiency in using analytical tools (DB2, SQL/QMF, Visual Basic, SAS (EG).Mi and in the Microsoft Office Suite (Excel, Access and PowerPoint)
Proficient in Microsoft Office Suite (Excel, Access and PowerPoint)
Aptitiude to database querying and data transformation tools(i.e. Excel, Access, DB2, QMF, Visual Basic), or propensity to learn
Proficient in financial system reporting environments (i.e., IBM TM1, Hyperion, Cognos, etc.)
Hands on experience with database compilation and analysis
Banking accounting or reporting experience
Experience in financial system reporting environments (i.e., IBM TM1, Hyperion, Cognos, Essbase, Oracle, etc.)
Financial statement preparation experience
Experience working with financial system reporting environments (i.e., IBM TM1 or Cognos, Essbase, Oracle, QRM, etc.)

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13 Lead Reporting Analyst resume templates

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Lead Mgt Reporting Analyst Resume Examples & Samples

Prepare quarterly financial reports (e.g., Call Reports, FRY-9C, FR Y-9LP, FR Y-11, FR Y-12, etc.) prescribed by the banking regulators (e.g., Board of Governors of the Federal Reserve (“FRB”), Department of Commerce, Office of the Comptroller of the Currency (“OCC”), Federal Deposit Insurance Corporation (“FDIC”), etc.) in an accurate and timely manner to ensure that KeyCorp is not exposed to substantive penalties
Conduct analytical reviews of regulatory reports to ensure that the balances, variances between periods and trends are reasonable and sufficiently explained. Recognize, investigate, document and explain fluctuations and trends to management. Earn the trusted advisor status by proactively providing analysis and generating ideas and solutions
Accumulate, analyze and distribute financial information required by various Federal and State regulators to facilitate the execution of their examinations and other oversight responsibilities
Cross-train in the preparation and analysis of other government reports prepared on a more frequent basis and in the compilation and review of financial data required in offering circulars related to the issuance of debt
Implement new/revised reporting requirements established by the FRB, OCC, FDIC, etc. Analyze implications to KeyCorp and provide management with insightful analysis
Support the financial information needs of other departments (e.g., Investor Relations, Law Group, Public Affairs, etc.); develop internal partnerships
Develop and maintain comprehensive control policies and procedures to ensure the integrity of the regulatory reporting process
Maximize the use of automated technology to achieve the highest level of quality and efficiency in the preparation of regulatory reports
Assist with training of new employees in the department
Bachelor’s Degree in Finance, Accounting or Related Field
Minimum of 3-5 years of public accounting experience or corporate accounting experience
Solid understanding of accounting principles
Strong analytical, problem solving, and decision making skills. Inquisitive, creative and enthusiastic; draws well-integrated conclusions and insights from analyses
Action oriented; takes initiative to challenge current processes and implement change
Excellent written and verbal communication skills. Fosters open communication. Writes clearly and concisely
Excellent interpersonal skills with the ability to establish solid working relationships with multiple teams and individuals with varying levels of expertise
Proven team player, willing to assist others as needed to ensure that group deadlines are met and quality standards achieved
Proficient in Microsoft Office Suite (Excel, Access and PowerPoint)
Proficient in financial system reporting environments (i.e., IBM TM1, Hyperion, Cognos, etc.)
Aptitiude to database querying and data transformation tools(i.e. Excel, Access, DB2, QMF, Visual Basic), or propensity to learn
Banking accounting or reporting experience
Financial statement preparation experience

VP Lead Analyst, ESC Operational Reporting Resume Examples & Samples

Minimum 6 years of finance and/or accounting experience
Strong Excel capabilities to integrate various data and create multiple output formats
Strong data analysis experience, including root cause and trend analysis
Quickly adapt to and learn new processes and business tools
Good interpersonal skills and ability to work in partnership with a wide range of partners, including cross-regional and cross-functional teams
Results oriented, positive attitude, self starter, high energy and well organized
Ability to work in a fast-paced, high pressure, and highly visible work environment
Bachelor's degree in Finance, Account or Business Administration. Advanced degree or certifications a plus

Finance Reporting Requirements Lead Analyst Resume Examples & Samples

6+ yrs of finance or technology experience
Exposure to IT systems development lifecycle is required
Finance or Credit Risk relevant experience required
Must be highly influential with multiple stakeholders with no direct oversight
Must be a team player, sharing insights and knowledge with colleagues, and driven towards meeting team goals
Must possess planning and work skills driven by process improvement
Experience working with a variety of risk or financial platforms

Lead Mgt Reporting Analyst Resume Examples & Samples

Bachelor’s Degree in Finance, Information Technology, Mathmatics, Accounting or Related Field
Minimum of 3-5 years of related work experience in a financial reporting or financial data analysis position
Database querying and data transformation experience (i.e., Excel, Access, DB2, QMF)
Experience in financial system reporting environments (i.e., IBM TM1, Hyperion, Cognos, Essbase, Oracle, etc.)
Proficiency in using analytical tools (DB2, SQL/QMF, Visual Basic, SAS (EG) and Microsoft Office Suite (Excel and Access)

Lead Programmer Analyst Jee\core Java ETL & Reporting Resume Examples & Samples

Develop cost effective and efficient applications to meet business objectives by analysing user requirements, providing technical specifications and designs, developing detailed work-plans, scheduling technical resources, monitoring progress against plan and developing/maintaining programs according to standards. The incumbent must ensure software, programs and applications developed and/or configured to meet high availability, integrity and reliability requirements
Provide production and user acceptance testing application support to complex technical problems on all assigned applications and technology that serve each business unit by analysing problems, implementing solutions and developing new procedures surrounding support
Maintain a good understanding of the Division's business strategies, business policies, financial instruments, risk management and backoffice processing. Providing effective technical consulting and support services to the Division

VP, Reporting & Chargeback Lead Analyst Resume Examples & Samples

This individual will be responsible for control and data integrity oversight for global Operations & Technology (O&T) and Global Functions (GF) system infrastructure. Partner with FRO on Global O&T Consolidations, alignment between Pearl, FRS, APS and various reporting systems
Chargebacks, oversight of monthly billing, budgeting, forecasting, monthly outlooks, monthly variance commentary for Corporate and for business units, preparation of finance and business MOR's, communications with all business units on charges, including detailed variance reporting and trending analysis, utilizing all Corporate systems, including APS, Jade & Pearl
They will participate in monthly Charge-Out and Settlement processes for O&T and GF globally, including partnering with Business, FP&A, Controllers and FRO on recoveries, customer reporting and monthly financial closing
Present monthly results to senior management and provides regular financial updates on all of EI / Risk & Control, with deeper dives and communications for AML, OTRM and OCIS with the Operations team and the business units
Construct bottoms up annual budget and monthly forecasts across the functional areas for all chargebacks; product charge outs, global standardization of drivers and charge-out methodology, in alignment with all the regions; and unit driver analysis
Contribute to the Charge-out Transformation Agenda by building a balanced support model with FRO Mumbai and Costa Rica maximizing time zone coverage and strengthening continuity planning
This position will be involved in the onboarding of all Charge-out processes to the APS system. Partner with businesses and FRO to simplify, standardize and centralize all nonstandard or manual charge-out processes
Partner with Tax, Governance and Content Management Teams on Charge-out Tax, Legal Entity, Regulatory and Account / GOC requirements
Be involved in the continuous improvement of Charge-out, Activity Based Costing, Survey Tool and APS processes, methodologies and tools including quality, controls, cycle time, documentation and coordination with FP&A, FRO and Technology. Ensure coordination and alignment with MCA
Lead ongoing settlement improvement initiatives for O&T and GF including P2P Cross Border automated settlement implementation
Continue to develop and expand the Charge-out Help Desk with on-going improvements of customer access to reporting, understanding and awareness of their charges addressing Audit concerns and improving demand management
Successful candidate will have 5-7+ years’ experience in Accounting / Controllership, Finance or Process Risk and Control
Bachelor’s degree required, MBA a plus
Process transformation experience - quality, risk and control with knowledge of six sigma or lean also a huge plus
Experience leading and influencing in a matrixed environment and leading globally dispersed teams. Experience building, developing and partnering with shared service centers
Strong relationship skill and experience supporting customers
Excellent communication and business writing skills, proven ability to face off and deliver messages at all levels
System knowledge - experience with Charge-out systems, APS, ABC, Essbase, Access, Excel, PowerPoint etc
Knowledge of Citi's financial systems, processes and structure would also be a significant advantage
Presentation preparation and delivery experience

Lead Analyst Metrics & Reporting, VP Resume Examples & Samples

Assisting with the development and implementation of regional and client aligned reporting, focusing on reviewing, defining and implementing all necessary tools and reports to measure KPIs and make recommendations to key stakeholders and process managers. This position is key to ensuring that CIS Projects team efficiently engages a range of reporting tools to improve daily operation
Develop KPI scorecards for monthly review and diligent action item follow up. This will include explanations and corrective actions required for KPIs in RED status
Develop and design management level dashboards, may present dashboards to senior management or business leaders. Potential solutions as well as trends will need to be included depending on data results
Present insights and findings to management and providing recommendations and decision support based on data. Analysis and interpretation to provide guidance to management on next steps on potential action items
Identify, specify and coordinate development efforts to ensure consistent metrics are collected in differing toolsets within the CIS portfolio and assisting with the consolidation of differing data sources/toolsets into a common SharePoint site/Shared drive
Identify and coordinate development efforts to ensure process improvement opportunities are designed, tested, and implemented reducing none value added delays
6+ years of applicable data analysis experience
Track record for ownership and delivery
Strong analytical and reporting skills, including an understanding of cause and effect and statistical methods available to enhance findings
Expert knowledge in MS Word, PowerPoint, Excel and other appropriate tooling
Proactive use of own initiative and ability to take the lead to devise solutions

Foodservice Lead Reporting Analyst Resume Examples & Samples

Build, Develop, maintain and enhance Foodservice Sales Support reporting tools
Lead participant in data validation and testing as required
Performance Analysis and Reporting
Coordinate activity to ensure timely preparation and distribution of all reports based on the Reporting Distribution Matrix
Assist Foodservice Sales Support Management team and other personnel with interpreting reports and identifying business trends
Provide analytical support for Foodservice Sales Support operations projects
Develop operations reporting training materials
Continuous Process Improvements
Survey team for input on reporting needs
Work with management to ensure measures/reporting are consistent with current business needs
Develop and maintain process integrity for Foodservice Sales performance, utilizing benchmark measures where applicable
Develop, maintain and enhance Foodservice Sales Support Operations information database to capture key performance metrics and provide a web-based a solution for report retrieval and viewing
Strong relational database programming skills (SQL Server, TSQL, Oracle, Foxpro, etc.)
Ability to act as a Database Administrator
Strong Visual Basic, Visual Basic for Applications, Java, VBA
Strong Web Development skills (HTML, XML, ASP)
Prior Experience Developing Sales/Support Productivity Metrics required
Excellent graphic design skills (Photoshop, etc.)
Excellent project planning skills
High energy, self-starter
Capacity to adapt to a rapidly changing environment
Excellent supervisory/coordination skills
Strong Communication and presentation skills (written and oral)
Strong analytical, processing and problem solving skills
High attention to detail and excellent organization
Advanced proficiency in Microsoft Word, Power Point and Excel
Able to analyze and summarize information in an easy-to-understand and action format
Ability to manage multiple projects and tasks, prioritize well
3-5 yrs. Accounting/Financial Analysis experience preferred
BS/BA in Computer Science/Math/Accounting/Finance preferred
Working knowledge of CRM & Sales Business Applications

Lead Mgt Reporting Analyst Resume Examples & Samples

Develops understanding of foundational financial systems and works to configure them to support management reporting and accounting processes and methodologies
Able to coordinate interests of multiple stakeholders with diverse backgrounds, perspectives and priorities
Develop, document and obtain sign-off on business requirements and work products
Understand and process changes to production applications and models (hierarchies, translation tables, parameters, data loads, security, reports, etc.)
Research and help to resolve sometimes less than straight-forward issues
Review and process data throughout the month to help ensure that client requirements are satisfied
Works to continuously improve production validation and other processes
Provides client support throughout testing and production phases of projects and ongoing work efforts
Participate simultaneously on multiple work efforts and activities
Bachelor’s Degree (Finance, Information Technology, Accounting or Related Field)
2+ years of analytical experience in Finance, Business or Related Field preferred
Database querying and data transformation expertise (i.e., Excel, Access, DB2, QMF)
Knowledge of KeyBank systems, both legacy product accounting and other supporting or reporting systems (origination, credit decisioning and monitoring, data warehousing)
Experience dealing with complex and large data sets from multiple sources to support analytical processes
Ability to understand and interpret client requests/needs, and respond to questions with clear and effective answers, and give cohesive presentations
Experience working with financial system reporting environments (i.e., IBM TM1 or Cognos, Essbase, Oracle, QRM, etc.)
Experience working with various ETL tools (MS Access, Abinitio, etc.)
Experience as a systems administrator or business analyst

Cerner Solution Reporting Analyst, Lead Resume Examples & Samples

8 years of experience with military health systems and working with the implementation of electronic health care systems, including commercial EHRs
1+ years of experience with Cerner
Experience with project management, including management plans, statements of work, and business case reports
Experience with implementing process change and process improvement that are sustainable and repeatable
Experience with qualitative and quantitative statistical data analysis techniques for metrics and risk analysis
Experience with project management
Experience with PowerInsight
Experience with HL7
Experience in the deployment of health care systems, including commercial EHRs
Possession of excellent organizational and problem solving skills

Lead Reporting Analyst Hdqc Resume Examples & Samples

25% - Serve as a subject matter expert and perform research and or analysis within assigned projects or category of business
25% - Establish and report on metrics or assigned projects or categories to gauge business value
Retail background strongly preferred
Recent experience operating in a leadership capacity, i.e. managing project teams or direct management is strongly preferred
Experience indirectly managing people and processes around project groups is required
Proven history of working with stakeholders, users and subject matter experts to gain a functional understanding of business problems and technical solutions then documenting business knowledge, defining, and prioritizing requirements
Prior experience defining and implementing team standards/templates is required
Demonstrated data-driven approach to prioritization and managing product roadmaps in an Agile SDLC
Ability to communicate effectively with both technical and non-technical users
Background implementing/supporting data governance is reqo JIRA, Confluence, Slack, or other comparable tools: Agile, Scrum ,Tableau Desktop/Server, PowerBI, Google Cloud/Analytics, SSIS, SSAS, SSMS
Experience working with Elastic Search is a plus
Strong understanding of data modeling concepts

Reporting Analyst / Regional Governance Lead Resume Examples & Samples

IT Poland MI
Regulatory Oversight
Risk & Control Reporting & Oversight
IT Services & Service Catalogue, SLAs, CTAs
Vendor / Outsourcing Oversight
IT Poland Fiscal Transparency
BCM oversight
Business level English
Passion to learn new skills and work towards becoming a subject matter expert
Confidence to chair meetings that may include senior staff
Process orientated
Excellent written communication skills – clear, technical and non-technical for varied Business level English
Advanced MS Excel and Power Point skills
Passion to learn new skills and work towards becoming a subject matter expert in SMR reporting capabilities
Excellent written communication skills – clear, technical and non-technical for varied recipients
Basic understanding of many technologies and some business environments
Happy to work in a challenging, reactive environment
Attention to detail, a must

Lead Reporting & Interface Analyst Resume Examples & Samples

Upholds the values and mission of the Tandem Hospital Partners family
Implement and build data warehouse, dashboards, custom, data entry forms, and ad-hoc reports
Builds, Tests, Maintains, Triage, and Documents THP, hospital partner, and third party hosted interfaces
Integral THP information technology team member participating in the implementation and deployment of joint venture and micro hospital electronic health record and technology solutions
Working collaboratively with hospital partner reporting team to ensure appropriate reports in their hosted solutions are validated and tailored to meet Tandem specific requirements, and aligned with Tandem enterprise analytics reports/dashboards
Providing supportive role to information technology and all departmental functional teams for custom reporting, ad hoc report training, application testing and joint venture technology end to end testing
Leverage expertise in interfaces and developer knowledge to create custom APIs, web based applications, workflows, and efficiencies for the organization
One year experience in healthcare (clinical, revenue cycle, financial, and operational reporting) and data analysis
One year experience with Epic, Cerner, Allscripts, GE Centricity, McKesson, or large hospital EHR implementations
One year experience with SQL (RDBMS, MS SQL, ORACLE, MY SQL), MS PowerBI, SAP Business Objects, Qlikview, Tableau, or Dimensional Insight
One year experience in HL7/CCR/CCD/CCA/HIE/ADT/ORU/DFT/DICOM demographics, orders, results, radiology, and health information exchange
One year experience in programming i.e. Javascript, C#, Perl/PHP, Ruby on Rails, MS Visual Studio, XML, ASP, .NET, Sharepoint, or Android, iPhone, mobile application development (Cordova, Phonegap, Bootstrap, HTML5
Bachelor’s degree in Computer Science, Management Information Systems, or Health Informatics preferred
Technical Certification documenting proficiency and expertise in HL7 and SQL Reporting
In lieu of degree or technical certification 3-5 years of direct technical HL7 and SQL experience
Responsible for business intelligence, analytics, dashboards, custom and ad-hoc reporting for all departments
Experience with ETL data extracting of clinical, revenue cycle, financial, operational, and departmental databases
Setup of data foundation layer and standardization of THP data elements to consolidate disparate systems into an enterprise data warehouse
Validate key performance indicators of dashboards and systems are accurately mapped and translated with operational and key stakeholders
Implementation experience of electronic health record systems and ancillary applications (Clinical, Revenue Cycle, Laboratory Information Systems, Radiology (RIS/PACs), Pharmacy Systems, etc
Experienced with databases, programming, API integration, data transformation
Excellent written, oral, documentation, version control, change management, workflow design, Visio, and training skills. Setup of Github, Visual Source Safe developer source code documentation repository and version control
Knowledge of agile development, SCRUM, system development life cycle, and technology project management
Adept at troubleshooting, optimizing, diagnosing, and error trapping of SQL queries, indexes, HL7 interfaces, and custom applications
Skilled at data transformation with HL7, XML, Perl/PHP, Informatica, etc
On call 24/7 support for micro hospitals, home office, and management
Supportive and encouragement of peers, mentoring team to train and knowledge share of current and latest reporting, development, and interface technologies
Creative and elegant designs and graphical user and deployment of web tools
Manage and maintain testing scripts for clinical, charges, radiology, laboratory, pharmacy, and ancillary application
Able to prioritize and execute tasks in a high-pressure environment, short timelines, among multiple priorities
Excellent understanding of the company goals and objectives
Ability to communicate effectively with all levels of staff
Strong customer service and support philosophy
Ability to work with all levels of staff to define business requirements and goals, and to identify and resolve issues
Ability to foster effective relationships and build consensus through the all levels of leadership in the organization
Knowledge and ability to work on large-scale complex projects that include multiple strategic goals and multiple tactical tasks
Knowledge and ability of needs, goals, deliverables and interdependencies of other functional departments
Able to keep a positive attitude and problem solving stance in difficult circumstances
Demonstrated proactive approaches to problem-solving with strong decision-making capability
Highly resourceful team-player, with the ability to be extremely effective independently

Cash Management Team Lead / Reporting Analyst Resume Examples & Samples

Day to day operational leadership of Cash Management activities including delegated authority to feedback performance issues to individual team members
To perform the role of a team member in Reporting activities which includes: monthly financial close, balance sheet reconciliations, statutory audits and tax reporting
Assist in change programs e.g. system implementations and migrations
Assist in the transition and stabilization of new scope activities
Ensure compliance of key processes to corporate and statutory policies
Maintain local operating procedures and work instructions
Report to the Business in a timely, efficient and effective way and ensure corrective measures are taken that drive process improvement
Manage the delivery of services to internal vendors in line with Service Level Agreements (SLAs)
Ensure the team has the tools, training and behaviors to be effective in their role
Degree in Accountancy or equivalent with 4 years of experience in Finance
Good people management skills demonstrated by previous experience
Demonstrated a high level of integrity and trust
Drives for results and takes initiative to manage issues proactively
Able to adapt to ambiguity and fast moving environment
Prior experience in SAP, BAAN or HFM will be an advantage
Prior experience in audit preferred

Lead Trio Reporting Analyst Resume Examples & Samples

Summarizes, makes recommendations and presents complex financial information to senior management
Coordinates interaction between data analysis teams including actuarial, sales, account management, underwriting and finance
Leadership role in the critical review and ongoing development of data management and systems for strategically important enterprise-wide reporting. Ad hoc assignments as requested
Coordinates the design of reports that may integrate data from multiple sources, including design of reporting systems and standardization of metrics and formats across departments and functional areas
Critically reviews and revises existing systems and applications for update and enhancement
Operates under general direction. Assignments are very broad in nature and of the highest level of complexity
Demonstrates specialized depth and/or breadth of financial and health data analysis and strong working knowledge of related disciplines
Contributes to the development of new concepts and techniques. Recognized as a technical expert across the company
Typically requires 7-10 years financial analysis experience with a Bachelor's degree or 5-8 years with a Master's degree
Working knowledge of Sales Force preferred
Ability to use computers and related software applications with comprehensive knowledge of automated accounting/financial systems. The following are preferred: Business Objects, Crystal Reports, Hyperion Essbase, Microsoft Office, Oracle, SQL, SAS
Ability to lead a number of results-oriented project teams to successful completion within designated timeframes
Ability to develop complex models to evaluate financial impact and levels of risk associated with strategic alternatives
Ability to work with internal business partners to provide information, respond to questions, and to resolve complex problems and issues
MBA preferred

Lead Statutory Transaction Reporting Analyst Resume Examples & Samples

Complete regulatory reports timely and accurately, ensuring statistical data edits have been validated and data has been balanced to General Ledger. Act as an subject matter expert for offshore analysts to support in the completion of regulatory reports
Research and resolve data quality issues identified within regulatory reports. Provide satisfactory responses to regulatory inquiries. Communicate effectively with regulatory agencies and maintain strong working relationships
Understand the usage and relevance of QBE data sources and policy and claims admin systems in relation to regulatory reporting and ensure availability of statistical data for all relevant data sources and lines of business
Share institutional, industry and technical knowledge with team members and provide support as needed to ensure compliance and promote an environment of continuous improvement and learning
Lead efforts in support of the team’s strategic objectives and proactively identifying additional areas of opportunity
Assess impact to regulatory reporting work processes due to new product offerings, systems migrations, or changes to regulatory reporting requirements, collaborate with business partners and ensure appropriate solutions are implemented, while working with minimal oversight
Support the development of business, technical and functional requirements to shape improvements to meet regulatory reporting
Ensure reporting is in alignment with all legal and regulatory requirements and adhere to corporate standards and best practices
Review and evaluate internal processes for effectiveness and efficiency and recommend alternative approaches and solutions to enhance the consistency, quality and timeliness of reporting
Perform gap and impact analysis between current and desired stat to identify exposures that need to be addresses
Collaborate with key stakeholders to ensure statistical reporting
Facilitate operational excellence by researching existing documentation and reports to locate and capitalize on reusable data and promote streamlined, efficient data delivery
Deliver reliable reports by analyzing and testing data and escalating complex issues as required to troubleshoot errors and ensure valid information
Contribute to a positive environment by demonstrating cultural expectations and guiding leaders to reward performance and value “can do” people, accountability, diversity and inclusion, flexibility, continuous improvement, collaboration, creativity and fun
Experience working with Property and Casualty insurance products (including one or more of the following: Personal Lines, Commercial Property and Liability, Worker’s Compensation, Specialty Lines and/or Accident and Health)
Working knowledge of technology to control and safeguard the collection, organization, structure, processing and delivery of data
Working knowledge of Microsoft Office, including Functions and Macros in Excel and MS Access query design
Continuous improvement methodology and principles
Products and concepts relating to the insurance industry
Knowledge of policy and claims administration systems, data marts and other reporting sources
Proficient in SQL programming and SSIS to manage data loads
Familiarity with relational database structures
Familiarity with varying data sources and data file formats, such as fixed record formats, csv and delimited files
Use statistical techniques and a methodological approach to solve data issues
Utilize effective research and investigative techniques
Willingness to help and/or assist
Choose a solution to a problem even in ambiguous or difficult situations; escalate issues when necessary
Clearly and confidently convey information to a wide audience
Follow established guidelines to focus on details and complete tasks attentively and thoroughly; manage one's own time
Build constructive and cooperative working relationships
Adapt and be flexible in a complex changing environment

Senior VP-financial Corporate Regulatory Reporting Senior Lead Analyst Resume Examples & Samples

Lead preparation and review of regulatory reports including Citigroup FR Y-9C and Citibank NA Call report, FFIEC 101, 10-Q/10-K, earnings release, and external/internal presentations
Review Basel III reporting, Quantitative Impact Study (QIS) Basel III Monitoring Exercise and Basel III CCAR
Review Derivatives and related schedules for regulatory filings
Work and partner with multiple areas across Citi, including Controllers, SEC Reporting, Treasury, Risk, Accounting Policy, Financial Planning and Analysis, and Mergers& Acquisition on Basel and regulatory reporting areas. Establish strong working relationships with key contacts
Lead Regulatory exams, internal audits and address external analysts questions. Maintain effective and professional relationships with regulators, internal and external auditors
Other responsibilities include leading implementation of Step-in Risk and projects related to other Basel regulatory matters, as warranted
Minimum 10+ years of accounting and financial analysis/reporting experience with exposure to Regulatory or SEC/GAAP financial statement analysis
CPA/MBA Preferred
Highly motivated with ability to lead projects in a professional and challenging environment and deliver results against fast-paced deliverable deadlines
Must be able to work independently while remaining a team player. Willing to expend the necessary time, effort, and energy toward the fulfillment of tasks
Demonstrated ability to manage multiple priorities under demanding time frames and respond appropriately and competently to the demands of work challenges when confronted with changes, ambiguity, adversity, and other pressures
Ability to critically review and challenge numbers/strong analytical, technical, organization skills
Outstanding interpersonal, communication and coaching skills. Ability to work with different levels of management
Basel III and CCAR experience a plus
Derivative experiences a plus

Senior VP-financial Corporate Regulatory Reporting Senior Lead Analyst Resume Examples & Samples

Lead preparation and review of regulatory reports including Citigroup FR Y-9C and Citibank NA Call report, 10Q/ 10K
Lead key initiatives/projects as well as controls. Key initiatives/projects include implementation of centralized change controls, implementation of high level review by Corporate Regulatory Reporting, and centralized error identification and restatement process
Work and partner with multiple areas across Citi, including Controllers, SEC Reporting, Treasury, Risk, Accounting Policy, Financial Planning and Analysis on regulatory reporting areas. Establish strong working relationships with key contacts
Lead/participate in projects and ad-hoc requests
Other responsibilities include conducting thorough research and analysis of regulatory reporting, and other regulatory matters, as warranted, and presenting results in a well-conceived and clear fashion
SOX and Controls experience a plus
Projects experience a plus

Lead Reporting Analyst Resume Examples & Samples

This person will be part of our SAP Center of Excellence, supporting Corporate SAP accounting and finance users. This work includes
3 to 5 years of accounting/finance experience. This is not necessarily an accounting/finance position, but I’d like someone to have the underlying accounting / finance background as they will be working with financial data and be part of the finance team
3 years of experience working in SAP FI-CO. Knowledge of SAP configuration preferable
Proactive & resourceful
Ability to work independently but knows when to ask questions
Ability to multi-task and work for several people
Strong computer skills and technical aptitude

Lead Reporting Analyst Resume Examples & Samples

Advanced proficiency in report modeling
Minimum 4 years of experience in a reporting or analytical role
Intermediate to advanced proficiency in SQL
Advanced proficiency in MS Excel
Intermediate to advanced proficiency in MS Access, Word and Outlook
Previous experience with Business Intelligence software, Qlikview would be a plus OR desire and capacity to learn new technologies
Prior work history in a fast paced environment or market office

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