Management Reporting Analyst Resume Samples

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A Buckridge

Albertha

Buckridge

5961 Herman Flat

Houston

+1 (555) 150 0084

5961 Herman Flat

Houston

Phone

p +1 (555) 150 0084

Experience Experience

Dallas, TX

Management Reporting Analyst

Dallas, TX

Kling-Glover

Dallas, TX

Management Reporting Analyst

Ensure data quality and integrity in key information systems for actual and planning information (Budget/Latest Estimates) in particular cost walks, income statements, sales commentaries and FTE Forecast Analysis, as well as for 3rd party sales, price volume variances
Co-ordinate and develop the monthly Management reporting pack to be delivered to the Executive committee and Senior Management team
Provide analysis to assess business performance against various metrics/targets
Ensure that the BMW Group Purchasing process is adhered to and that training is provided to cost centre managers
OE Code Management - Ensure employees are mapped correctly within the Market & Liquidity Risk Management organization
Build and maintain effective working and influencing relationships throughout the business, and across the broader BMW Group
Challenge, assist and partner with the business to ensure overheads are controlled and within budget levels agreed with BMW Group

Dallas, TX

Workforce Management Reporting Analyst

Dallas, TX

Friesen-Spencer

Dallas, TX

Workforce Management Reporting Analyst

Applied knowledge of technology, techniques and methodologies for mining database information, pulling and developing reports and creating macros
Assist with tracking, analyzing and reporting contact center and agent performance statistics
Maintaining, updating and publishing daily/weekly/monthly/quarterly/yearly WFM-related reports, and other reports as requested
Providing analysis of data in other systems and work with other groups to solve issues or operational reporting challenges
Maintaining updates and publishing daily Inbound/Outbound Call Center Performance Reports by Rep/Team for the call center
Effectively and efficiently present logic, reasoning, and analysis to others
Develop and administrate reporting systems for WFM

present

Detroit, MI

Rohq-fro-management Reporting Analyst

Detroit, MI

Kiehn Inc

present

Detroit, MI

Rohq-fro-management Reporting Analyst

present

Provide technical support related to most aspects of Management Reporting/Financial Planning & Analysis processes to at least one country and/or business
Provide technical support related to most aspects of management reporting/financial planning & analysis processes to at least one country and/or business
Database Management
Prepare and distribute monthly reports of key financial metrics for country/regional FPA including, but not limited to, revenue, expense, assets, headcount and other key financial information
Financial validation and tracking actual performance against budgets and forecasts
Financial validation and tracking of actual performance against budgets and forecasts
Identify and implement process improvement initiatives or standardization ideas that will increase productivity and efficiency, reduce cycle or processing time and reduce error rates

Education Education

Bachelor’s Degree in Business Management

North Carolina State University

Bachelor’s Degree in Business Management

Skills Skills

Quick learner with excellent communication skills, team orientation, and ability to work with counterparts in different areas of organization
Working knowledge of variable and trend analysis, as well as audits both operational and financial
Excellent written and oral communication skills; ability to present to colleagues and executive
Strong analytical skills including demonstrated experience managing large volumes of data
Sound knowledge of SAS programming language (BaseSAS or SAS EG)
Impeccable communication skills
Excellent collaborator
Strong technical and accounting skills
Solid Microsoft Excel and general Microsoft Office skills
Partner with and provide support for internal capability and finance leaders as well as senior management

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Rohq-fro-management Reporting Analyst Resume Examples & Samples

Prepare and distribute monthly reports of key financial metrics for country/regional FPA including, but not limited to, revenue, expense, assets, headcount and other key financial information
Collate and validate financial estimates (“flash”) for the current month during production cycle (first 5 business days of the month)
Collate and validate financial forecasts for the following month
Assist and facilitate the annual budget process for quarterly reforecast and plan for the following year in terms of deliverables and milestones
Financial validation and tracking of actual performance against budgets and forecasts
Database management
Maintain and comply with risk and control management policies
Provide technical support related to most aspects of management reporting/financial planningand analysis processes to at least one country and/or business
Preference for accounting qualifications with CIMA/CPA/CA or CFA certification
Excellent writtenand verbal communication skills in English
Ability to communicateand possess interpersonal skills so as to interact professionally with people at all levels and diverse nationalities
Strong attention to detail, but able to see the big picture

Performance Management & Reporting Analyst Resume Examples & Samples

Lead all BBS performance reporting, scorecard and OLI (Operating Leading Indicators) by delivering weekly, monthly, quarterly and annual performance reporting across BBS
Work closely with the BBS Chief of Staff in ensuring key insights are appropriately reflected in the BBS Monthly Business Reviews (MBRs) and the Quarterly Business Reviews (QBRs)
Work closely with the Strategic Performance Manager in preparing the Barclaycard O&T MBR as it relates to BBS by liaising with senior stakeholders across BBS to ensure the content is though-provoking, insightful and adds value
Proactively work with the Barclaycard Europe and the Barclaycard US Performance Analyst to share best practices and learning’s
Continually improve the reporting and production process to maximise impact whilst improving the efficiency of data collection and management

Rohq-fro-management Reporting Analyst Resume Examples & Samples

Preparation of monthly variance analysis versus plan, forecasts, and prior month actuals
Validate data source feeds with end-user databases
Provide technical support related to most aspects of management reporting/financial planning & analysis processes to at least one country and/or business

Change Management Reporting Analyst Resume Examples & Samples

Weekly and Monthly executive level dashboard reporting
Emphasis on in-depth, ad hoc analysis – working with large data sets
Develop reporting solutions using a variety of tools and data sources
Web analytics, control reporting, data analysis
Metrics and reporting for employee segmentation analysis, employee feedback, and communication delivery/readership – (business partner audience)
Capability to mine data, interpret results, identify drivers and exceptions, as well as communicate these findings effectively to stakeholders at all levels across the business
Reporting - Advanced Microsoft Excel & Access user
Advanced analytical skills (ability to devise complex formulas & algorithms); strategic thinking/planning
Ability to work in tandem with colleagues at all levels of the organization and obtain buy in to new concepts and processes; all the while tailoring reporting appropriately & as warranted
Operations Center & Mortgage background preferred – strong understanding of the overall Chase Mortgage Banking business and organizational structure
Web reporting - Adobe Marketing Cloud (Omniture products) – Site Catalyst / data warehouse
Heavy Business/Financial acumen; presentation & delivery skills with the ability to “tell the story”
Ability to work under pressure, handling multiple tasks/projects and prioritizing to meet deadlines

Management Reporting Analyst Resume Examples & Samples

2+ years public accounting or private financial services experience
B.A. / B.S. Accounting
Working knowledge of variable and trend analysis, as well as audits both operational and financial
Prior management reporting experience
Familiar with expense and revenue analytics
Impeccable communication skills

Engineering Project Management Reporting Analyst Resume Examples & Samples

Interfaces with technical and non- technical personnel and/or team members to finalize requirements
Provides feedback on technical tasks of simple to moderate complexity
Develops basic to very complex reports
Codes proficiently and optimally in the required language(s)
QA results
Self manages the reporting queue and delivers results within the requested due dates
Requires bachelor's degree in computer science, computer engineering, math or equivalent technical discipline or equivalent technical experience
5 years of experience
Ability to work independently and collaborate with technical and non technical staff
Strong written and verbal communication skills including effectively communicating technical concepts to technical and non- technical audiences
Ability to provide detail information and summarize to various levels of staff including management
Ability to effectively resolve issues/problems to reach a workable and successful solution
Ability to work in ambiguous situations
Ability to deliver quality information/reports to internal and external customers as scheduled
Proficient knowledge and understanding of database design and query optimization
Must be highly skilled in Microsoft Excel

Financial Entity Management & Reporting Analyst C Avp Resume Examples & Samples

6-7 years of Finance or accounting background is must; MBA or CPA preferred
Sound knowledge of information technology, data, and processes
Ability to quickly manipulate, analyze, and summarize large data sets in Excel
Self-starter, able to operate with minimal direction, with strong work ethic, passion for learning, and a desire to accomplish tasks with excellence
Excellent interpersonal and written/oral communication skills required
Ability to develop clean and effective management presentations in PowerPoint
Strong organizational and process management skills
Able to successfully collaborate with diverse functional teams and across multiple markets and geographies
Promotes a culture of teamwork and able to create and foster strong partnerships

Management Reporting Analyst Resume Examples & Samples

The primary purpose of this position is to manage the expense reporting processess for consumer business
8 years work experience in Finance or Accounting or a related control discipline
Strong technical and accounting skills
Ability to work efficiently to meet prescribed deadlines

Management Reporting Analyst Resume Examples & Samples

Produce monthly departmental MI including metrics building, financial as well as other MI deliverables presented to Senior Management
Provide analysis to assess business performance against various metrics/targets
OE Code Management - Ensure employees are mapped correctly within the Market & Liquidity Risk Management organization
Ad-hoc presentations to Senior Management
General upkeep, maintenance and testing of various Business Continuity Plans
Manage occupancy requirements and logistics

Management Reporting Analyst Resume Examples & Samples

Undergraduate degree in Computer Science or Management Information Systems or equivalent experience
Working knowledge of Investment, Trust and Banking products and operations
Enrollment in a CFA or other professional accreditation program with a focus on finance, banking or investment management is an asset
Sound knowledge of SAS programming language (BaseSAS or SAS EG)
Expert knowledge of MS Excel
Strong analytical skills including demonstrated experience managing large volumes of data
Excellent written and oral communication skills; ability to present to colleagues and executive
Well organized; must be able to manage multiple complex work streams
Curious and creative
Excellent collaborator

Claims Cost Management Reporting Analyst Resume Examples & Samples

Bachelor’s Degree in Business with concentration in Accounting or Finance
Demonstrated ability to identify trends in data
Knowledge of Microsoft products
High level of proficiency with Excel and Access
CPA background
1-2 years in an analysis role in a financial setting
Finance or Accounting degree
Cost Benefit Analysis experience
Experience in Healthcare

Expense Management & Reporting Analyst Resume Examples & Samples

Assist in monthly financial close process
Pre-Paid Expense Support
Quick learner; not afraid to ask questions and challenge existing processes. Detail Oriented
Self Starter and strong independent thinker
Four plus years of Finance/Accounting experience, preferably in Financial Services, fast-paced and demanding corporate environment
Excellent analytical and organizational skills; able to manage multiple priorities with competing time requirements
Highly focused, energetic, motivated professional who works well with and gets along with others
Proficiency with PeopleSoft GL desirable. High level of proficiency with Microsoft Excel (including Pivot Tables and advanced tools)
Month-end P&L Close familiarity
Prior exposure to Fixed Assets accounting
BA or BS in Accounting or Finance Required

Data Management & Reporting Analyst Resume Examples & Samples

Aggregate data from multiple systems and sources to provide performance management scorecards and other metrics related to Citi’s third-party risk portfolio, including reporting by: third-party relationship level, third-party level, risk management process, sector and region and Citi business
Interpret data and metrics to produce valuable insight to the overall health of third-party relationships, identifying potential risks, trends, and improvement opportunities
Review and strategically analyze data providing credible challenges to, and robust quality checks of, such results where they appear erroneous or exceptional
Develop long-term, strategic reporting solutions that generate consistent outputs using automation methodologies to improve report creation cycle times whilst reducing manual processing and the potential for human error
Develop and hold advanced reporting tool training to improve the standard of reporting capabilities across the TPU globally
Responsible to ensure data quality and standardization, and to support data retention plans within the TPU
Liaise with Third Party Officers (TPOs) in Citi businesses, as well as Sector and Regional Risk teams as necessary
Summarize pre-contract due diligence and post-contract ongoing monitoring results
Develop ad hoc senior management presentations and reports
Participate in continuous improvement activities
Complete all tasks in connection with the organization’s activity but not detailed in the current job description, charged by the direct manager, supervisor or the functional head
Preferred 6+ years of relevant experience in finance, MIS reporting and/or third-party management
Ability to understand complex data and condense into key themes, with prior experience producing accurate and detailed analysis/reporting, including preparation of recommendations for management
Ability to develop strong partnership with stakeholders
Ability to generate succinct and meaningful communications and presentations for senior management, as needed
Ability to develop customized solutions and manage interim tools (VBA programming essential with MS SharePoint and SQL development experience preferred)
Proven ability to interact effectively with diverse cultures and backgrounds

Intake & Management Reporting Analyst Resume Examples & Samples

Ensuring the correct definition, integration and management of metadata across Risk Management
Systematically breaks problems or processes into component parts, using several business analysis techniques. Analyses or plans have multiple dimensions for each component, each requiring the application of knowledge or various business and financial principles
The ability to translate between business issues and underlying data, and quickly recognize patterns and trends
Advanced communication and interpersonal skills, sufficient to convey factual and conceptual information on complex issues to a broad range of stakeholders
Understands, describes and navigates existing work structures and organizational systems, and makes recommendations with a clear sense of organizational impact. Possesses in-depth knowledge of bank systems that support product
Mentoring skills used to enhance the proficiency of more junior team members and create a strong, cohesive unit striving to meet common goals
The creative application of various rules, procedures, techniques, or principles to solve complex problems where there is no single correct answer
Skilled in planning, coordinating, tracking, and controlling different parts of a complex process
Familiarity with CIBC Management Reporting Systems
Sound business judgment and decision making abilities
Understanding of data governance and data quality management
Bachelor’s degree in Business, Finance, Engineering or Information Systems, or an equivalent combination of education and experience
Exposure to multiple business units in CIBC’s environment to understand the linkages and dependencies
Understanding of Data Governance and Data Quality Management
Data Management Tools; TOAD SQL, Information LDQ, IBM LGC, Oracle DRM, SAS EG/SQL
Expertise in identification of metrics, thresholds and business rules for measuring data quality (i.e. accuracy, integrity, completeness, timeliness, recency, latency and coverage)

Financial Management Reporting Analyst Resume Examples & Samples

Co-ordinate marketing budgets and monthly spend and rationale
Manage analysis and reporting of all Telesales functions on shore and offshore and expense attribution to Cards and Retail segments
Co-ordinate monthly Retail performance and work closely with manager to deliver monthly review
Manage and control expense month end process, ensuring delivery & analysis against regional flashes, outlooks, forecasts and plans
Manage and coordinate expense forecasting and planning requirements including data quality checking
Working with the businesses to ensure that expense and segment results are in line with plan and identify gaps to plan and forecasts
Liaise with business to understand and calculate expense month end entries and month end reporting
Act as trusted advisor to Business to ensure they are in agreement with expected future financial performance
Work with broader teams within Citi to resolve issues pertaining to the managed segment
Build and maintain stakeholder management across business units, O&T, FINCON and FP&A
Manage analyst on day to day activities and reporting
Tertiary qualification in Finance, Accounting, Mathematics or Business discipline (CA/CPA qualified preferred)
Solid analytics, modelling, forecasting & reporting experience with attention to detail
Advanced Excel, Access skills (TM1 skills preferred)
Demonstrated ability to manage multiple stakeholders

Identity Management Reporting Analyst Resume Examples & Samples

Constructing detailed status reports across various businesses for User Access Management program
Producing reports detailing stats relative to user access for Leavers and Transfers including tracking for revocations
Collating reports outlining the status of periodic User Access Reviews, including Segregation of Duties violations
Reporting on progress of various User Access Management initiatives
The ability to exercise initiative and be able to follow through on issues with minimal supervision
Proficiency in Microsoft Excel and PowerPoint is highly desirable
Exposure in an internal client facing role supporting the administration of business systems would be desirable
The ability to multi-task and have excellent time management skills

Data Management & Reporting Analyst Resume Examples & Samples

Third-party relationship level
Third-party level
Risk management process
Sector and Region
Citi business
Develop long-term, strategic reporting solutions that generate consistent outputs using automation methodologies to improve report creation cycle times whilst reducing manual
Processing and the potential for human error

Avp-project Management Reporting Analyst Resume Examples & Samples

Prepare and deliver program status reviews for a select set of high priority programs, identification of issues and exceptions and support of the resolution process
Create and maintain repeatable reporting processes for the ETS Business Office, covering information spanning PMO, Risk & Control and more, and bringing together many different reports and dashboard into a usable, actionable tool
Contribute to the preparation of senior management status update
Background in Financial Services is a strong advantage
Effective presentation skills to illustrate trends across multiple levels of the organization
Advanced MS Excel, MS Access, and Business Objects. Able to manage large amounts of data to report status and/or trends in an actionable way
Able to navigate through large organizations to ‘get things done&#8217
Excellent Analytical skills
Able to adapt quickly to new tools and processes

Budget & Management Reporting Analyst Resume Examples & Samples

Financial Analysis and Reporting – Prepares monthly, quarterly, annual and ad hoc financial analyses and reports. The Analyst coordinates with the Accounting Office in the preparation of variance reports, management discussion and analysis reports, and flux analyses and the like
Budget Monitoring and Analysis – Working with rest of the budget team, the Analyst reviews operating budget status on a monthly basis, forecasts budget performance and investigates budget variances. The Analyst prepares financial management reports using Argos, Adaptive Planning, Access, and Excel on a regular basis
Chart of Accounts Maintenance – Works closely with the Financial Systems Director and Accounting staff to ensure the appropriate chart of accounts structure is maintained for proper reporting and enhanced analytics
Management Reporting – Working with the Budget and Financial Systems group, the Analyst designs, implements and maintains budget databases utilized for budget development, forecasting and reporting. The Analyst is also responsible for the development of budget reports
Budget Forecasts and Financial Analyses – Assists in the development of revenue and expense forecasts. Specifically the analyst
Bachelor's degree in Accounting, Finance, or related field and 2-3 years of relevant work experience
Experience in accounting or budgeting, process redesign, customer service initiatives, and managing complex financial systems
Excellent analytical, organizational, interpersonal and communication skills and the ability to work effectively in a fast-paced environment
High level training in Excel and basic knowledge of financial systems mechanics is critical.Strong business intelligence systems and analytical skills
Must demonstrate the ability to work as part of a team, communicate well on all work issues and use good judgment in the prioritization of assignments
Financial modeling capabilities are a plus

Data Management Reporting Analyst Resume Examples & Samples

Perform trending analysis to monitor the sanctioned delegated groups’ claims processing activities and compliance to regulatory turnaround time requirements
3+ years of experience in Data Management, Research Analyst, or Reporting Analyst roles
Recent Advanced proficiency with MS Access, Word, Visio, and Outlook
Recent Intermediate level proficiency utilizing MS Excel
Ability to travel up to 50% of the time nationally based on business needs
Associate's Degree or higher
Healthcare background

Service Management Reporting Analyst Resume Examples & Samples

Background in Agile process driven Information Technology environment preferred
Ability to quickly analyze large volumes of data for positive and negative trends
Organizational skills to work on multiple concurrent assignments with diversified teams
Ability to grasp varying technology concepts, such as legacy integration, modern web development best practices and virtual/cloud architecture
Results-oriented and able to deliver in a fast-paced environment
Effortless multi tasking and developing others in a fast moving and changing environment
1 to 3 years of experience in reporting and analytics, such as web analytics, Key Performance Indicators, data analysis and general reporting/dashboarding
1 to 3 years minimum experience with development and/or support of monitoring tools is a plus, with a preference for New Relic, CA Wily APM, Splunk or AppManager
Experience with SQL language and SAS reporting is highly desired
Experience with JavaScript, Selenium, SOAP and REST integration is preferred
Ability to quickly assimilate and understand complex technology architectures
Ability to understand and follow complex processes and make quick decisions
Extremely detail oriented and adept at understanding abstract concepts
Demonstrate the ability to discuss complex technical details with upper level support staff and translate this information into non-technical language for interaction with the business
Minimum of three years experience in an infrastructure or support role including demonstrable progression in responsibilities is preferred
Demonstrable participation in a formal Information technology Change Management process is highly desired

Knowledge Management Reporting Analyst Resume Examples & Samples

Maintaining and creating custom reports and interpreting data for analysis using SQL, Excel and MS Access
Pulling meaning from data to inform data-driven decisions for projects and recommendations on improvement opportunities
Developing in-house productivity apps through MS Access
Liaising with our IT team to resolve production data issues
Analyzing business needs for information and providing data and recommendations that are in line with best practices
Working with stakeholders up to Director level to deliver presentations and provide recommendations based on what the data says
Producing documentation for functional requirements, specifications, technical requirements, developed applications and stored procedures
University degree (or equivalent in self-learning) in computer science, mathematics, or Information Technology
3+ years in software development and/or systems analyst role
Sound knowledge of Object Oriented Programming and Relational Databases
Proficiency in MS Excel and MS Access applications and associated VBA
Demonstrated knowledge of complex SQL query writing
Experience with Oracle, OBIEE, SharePoint is an asset
Understanding of the contact centre and infrastructure is an asset
Understanding of web technologies such as HTML, XML, CSS is an asset
Strong analytical, judgement and problem solving skills are preferred
Good decision making skills are required

IT Business Management Reporting Analyst Resume Examples & Samples

Build, maintain, and provide support for senior management reports
Maintain and manage data queries in multiple data sources which update regularly
Periodically improve current reports
Execute on ad-hoc requests/inquiries
Provide suggestions for process improvements
Through internal research, familiarize oneself with various types of data and reporting tools which evolve on a regular basis
Extensive experience building and maintaining reports in MS Excel
Advanced Microsoft Excel Skills including pivot tables, formulas, and functions
Experience with Macros
Experience building MS Excel based models
Experience analyzing and reconciling large sets of data
Experience working with MS Access, databases
Good financial reporting skills
Demonstrated ability to multi-task, deliver timely accurate and complete work on tight deadlines
Ability to work in a fast-paced environment with minimal supervision
Experience putting together dashboard reports
Experience working with OLAP Cubes
Experience putting together, maintaining, and tracking usage for pages in SharePoint

Experience Management Reporting Analyst Resume Examples & Samples

Create and maintain project/program data analysis and reports. May create project / reporting plans and timelines, to manage project/reporting components and deliverables
Provide resource planning analysis on a standard and ad-hoc basis
Assist with improving the reporting process within EM which could also consist of the development of new reports and streamlining of current reports and reporting packages currently in utilization
Provide training on how to leverage existing reports and tools available at EY
Provide support to any data integrity, report, or system related issues
Independently responds to EM and internal client’s ad hoc reporting requests while also being responsible for producing reoccurring reports within agreed upon deadlines
A minimum of 2-4 years related job experience
Ability to work independently and effectively in a virtual team environment
Strong communication (English language verbal and written), presentation, and interpersonal skills, including development of structured arguments to influence the reader / audience
Excellent problem solving and analytical skills, combined with business acumen
Time management skills and ability to support multiple projects simultaneously
Developed attention to detail and focus on data integrity
Ability to collect, analyze and synthesize data and information from a variety of sources
Adept at change management, and being a catalyst for process improvement initiatives
Comfort with brainstorming and considering multiple opinions and perspectives – understanding multiple iterations are often required to develop an optimal end solution
Self-starter and proactive – able to work within constant cycles of change and maintain positive and collaborative relationships
Ability to build relationships at all levels of the organization
Willingness to contribute in a team-oriented environment and ability to work cooperatively with other teams across borders and cultures
Competent at managing and meeting deadlines
Advanced aptitude in Microsoft Office (i.e., Word, Excel, and PowerPoint)
Ability to create macros. Excel automation knowledge preferred
Understanding of professional services (Consulting) operations, including sales, finance, and HR
Ability to translate large amounts of data into actionable information for various end user types (i.e. management vs. analyst)
Ability to drive projects from an initial idea to implementation
Experience with Spotfire and/or Tableau preferred

Workforce Management Reporting Analyst Resume Examples & Samples

Monitor real time intra-day performance and make adjustments as needed to meet service level
Provide ongoing operational analysis of call center operations, advance planning and scheduling while identifying and implementing changes as necessary to improve the level of quality and efficiency as measured by key business indicators
Accurately forecast call volume trends based on historical trends, as well as exceptions for seasonality/holidays and business/marketing events
Develop labor schedules to meet call volumes and service levels
Utilize specialized software tools to manage and forecast staffing levels
Work with the leadership team to provide analytical support and recommendations for staffing resources to meet objectives such as service levels, occupancy and productivity
Work with the leadership team to accurately forecast call volume, analyze historical call volume; project budgetary expenses, determine future costing, and assist with training and new-hire planning
Analyze call center performance history to determine optimum off-production activities as well as shrinkage and occupancy goals
Balance multiple priorities with little or no direction
Identify resources required to implement parts of projects
Effectively use project plans to focus work and ensure deadlines are met
Create and maintain reporting on business and resource activities
Hear, see, and speak, to effectively communicate in-person and by telephone with supervisors, employees, corporate personnel, school personnel and external contacts
Read and understand written documents with technical details
Write in order to communicate technical information and ideas so others will understand
Work full-time and maintain regular and predictable attendance. Work occasional evenings and weekends

Workforce Management Reporting Analyst Resume Examples & Samples

Develop and administrate reporting systems for WFM
Assist with tracking, analyzing and reporting contact center and agent performance statistics
Work with WFM Department Managers, Operations Managers and other internal resources to ensure data is collected to support monitoring, trending, and root-cause analysis on key business objectives
Activities related to production management, including but not limited to ensuring the data described above is in a useable and actionable format for ease of Operational management accountability, as well as being distributed in a timely manner
Interacting with internal customers to clarify report requests and determine report specifications
Obtaining consensus and sign-off on reports based on specifications and business requirements
Creating, modifying and/or enhancing existing reports and providing other types of data files as needed
Participating in various meetings with teams to understand, document and execute on business requirements
Documenting all information related to each report generated (code, process to run report, exactly how report is run, metric definitions, calculations, etc.)
Providing analysis of data in other systems and work with other groups to solve issues or operational reporting challenges
Maintaining, updating and publishing daily/weekly/monthly/quarterly/yearly WFM-related reports, and other reports as requested
Maintaining updates and publishing daily Inbound/Outbound Call Center Performance Reports by Rep/Team for the call center
Perform other related duties as directed by WFM Reporting Manager
Advanced Excel knowledge (pivot and data connection strings are key)
Working knowledge of SharePoint and other Office programs
Ability to read, write and understand Sequel/Access/Database
Ability to produce analysis and recommendations that can be easily understood
Must be detail oriented and organized
Education or experience equivalent to 4 year college degree is required
At least 3 years related experience required
Experience working with and developing reports for a Contact Center environment
(e.g., ACDs, WFM systems, developing and reporting out on typical metrics for call centers, dashboards, etc.)

Lead Management Reporting Analyst Resume Examples & Samples

Bachelor’s Degree (Finance, Information Technology, Accounting or Related Field) or 3 years of equivalent experience
2+ years of analytical experience in Finance, Business or Related Field or equivalent work experience
Experience in banking and/or financial industry
Experience working with Key systems (i.e., Hogan, CLS, ACAPS, etc.)
Experience working with various ETL tools (MS Access, MS SQL Server, PL/SQL, etc.)
Hands on experience with database compilation and analysis

Workforce Management Reporting Analyst Resume Examples & Samples

Compile data on call center operations by pulling records from multiple databases, gathering information on a wide range of metrics and building specialized reports to provide a comprehensive view of Call Center performance and relevant statistics
Interpret records and compile information by conducting in-depth analysis of call center data, reviewing statistics to ensure validity and identifying patterns and trends to translate raw data into actionable information for the benefit of Call Center leadership
Take lead role in crafting monthly, quarterly, and annual reports to be administered to Call Center Leaders to better understand their efficiencies and bottlenecks
Share analyses and findings by developing reports, creating business review presentations and communicating with business leaders to inform on call center operations and provide detailed resources in support of business objectives
Actively identify areas for continuous improvement, and communicate ideas on implementing improvements
Contribute to increased efficiency and effectiveness of call center operations by communicating trends, identifying issues and recommending fact-based strategies to improve workforce management within the Call Center department and support achievement of service level agreements
Oversee daily activities related to assigned area of responsibility within department
Develop, interpret, and maintain reporting to monitor agent performance within the Call Center and share findings with necessary leadership and Workforce Management Team to increase efficiency
May be asked to assist in training of less experienced staff and to serve as subject matter expert on reports and systems
Adopt National General Insurance values in personal work behaviors, decision-making, contributions and interpersonal interactions; manage own career development by soliciting feedback and valuing other perspectives

Management Reporting Analyst Resume Examples & Samples

Bachelor’s Degree or higher in Accounting or Finance
2+ years of accounting experience
Ability to communicate effectively– both written and orally
Technical aptitude-ability to utilize technology (e.g. excel, power BI, ERP systems) to drive efficiency
Demonstrated ability to manage multiple priorities and deadlines effectively
Demonstrated strong problem-solving skills
Demonstrated understanding of and commitment to internal controls
Curiosity- desire to learn more than taught
SAP, COPA experience a plus
CMMP/JDE experience a plus
Previous IBP and/or Budgeting experience

Business Management & Reporting Analyst Resume Examples & Samples

Facilitate the WFS plan management and audit, looking to streamline and simplify where possible
Manage the WFS aspect of governance around resource planning and onboarding
Manage reporting of WFS action execution and progress
Facilitate key meetings and ensure required outcomes are generated
Handle ad-hoc WFS and related data requests to support the global organization
Coordinate office restacks and manage desk usage reporting for the organization globally
Attributes of our global professionals include: a dedication to client service, the ability to think in complex and ever changing situations, strong communication skills and the ability to solve problems, execute and transfer knowledge
At least 2 years of relevant experience in an international environment
Strong analytical skills and superior attention to detail
Excellent written and verbal communication skills: ability to clearly and concisely communicate with internal and external partners cross-divisionally
Expert with Excel and creating management presentations in PowerPoint
Strong interpersonal skills and ability to interact across various seniority levels; be effective as part of a broader team
Execution and deliverable focused
Demonstrates significant discretion and respect for confidentiality of sensitive information
Skills Desired
Experience with resource budgeting
Understanding of IT infrastructure technologies
Familiarity with Investment Banking environment
An MBA would be advantageous
Our Consultants enjoy the flexibility and autonomy to choose the client projects that interest them, while continuing to build professional relationships within our global community of Consultant and business professionals. We offer a comprehensive compensation and benefits package including health and life insurance, employee stock purchase plan, paid personal time off program, professional development and certification courses

Wholesale Credit Management Reporting Analyst Resume Examples & Samples

Reviewing incoming data flows, ensuring reasonability and articulating explanations of material changes in the underlying portfolios
Performing variance analysis and executing controls to ensure process robustness and reliability
Interact with modeling teams (including Credit and Operational Risk Analytics), Risk Systems Technology, Senior Management, Business Managers, Finance, and other groups within the firm
Interacting with teams to track and follow up on data quality and model calibration issues
Maintaining and documenting all overrides and exceptions
Supporting regulatory, External Audit and Internal Audit reviews at various levels
Ability to manage multiple projects and meet tight deadlines
Bachelor’s degree required. Master's degree preferred in a Finance, Engineering or Statistics discipline
Minimum 1-3 years experience in financial services industry
Familiarity with risk metrics including stress testing, loan loss reserves or economic capital a plus but not required
Organized, clear thinker, with entrepreneurial spirit and ability to execute complex and dynamic processes in a financial institution
Proficiency in advanced MS Excel functionalities and constructing complex analyses and formulas
Proficiency in using SAS software and writing/executing SAS programs. Ability to work with large data sets with millions of records

Management Reporting Analyst Resume Examples & Samples

3+ years Accounting or Financial Reporting/Analyst experience
Strong aptitude for technology and learning and developing reporting in new tools
Strong analytical and economic thinking skills
Proficient with Microsoft Office applications such as Excel or Access
Strong understanding of US GAAP accounting concepts
Proven ability to prioritize and multi-task
Bachelor's degree or higher in Accounting, Finance, or a business-related field
5+ years Accounting or Financial Reporting/Analyst experience
Exposure to SG&A and Cost Center accounting/reporting
Financial reporting systems experience in tools such as Hyperion Financial Management, Essbase, Oracle BI, or Tableau
Exposure to Mark-to-Market accounting concepts
Master's degree in Accounting, Finance, or a business-related field

Performance Management Reporting Analyst Resume Examples & Samples

Provide reporting capabilities, standardized reports / dashboards and thoughtfully applied Analytics
Build reporting infrastructure to objectively categorize performance of an application, identify performance pain points, and provide recommendations to improve overall performance
Communicate with key stakeholders on use and interpretation of data as well as reporting methodologies and tools
Work with Technology management, application and business owners, and application teams to understand and define their performance management needs
Support businesses, IS management, application and business owners with tracking and meeting application performance SLAs by developing and delivering relevant reports
Support application teams with understanding application performance profiles, historical trends, and anomalous performance incidents in order to facilitate continual performance improvement
Bachelor’s degree with a concentration/major in finance or business or equivalent related training or work experience
Min 3 years of experience in IT financial planning and/or technology strategy, application rationalization
Demonstrated technology strategy / consulting experience
Exceptional analytical and critical thinking skills; ability to use data to break down complex problems and formulate plans
Must have technical skills utilizing the Microsoft Office suite (Excel, Access, Word). Knowledge of business intelligence query tools such as Brio. Knowledge of programming languages – Visual Basic, VBA and Structured Query Language (SQL). Some knowledge of database design is a plus. Knowledge of extracting data from multiple data sources, AS400, external data sources
Ability to manage support tools related to setup and administration. Assist users when necessary by extracting data, providing documentation and working as a business resource with IS group for the functional operation of such tools
Strong, clear communication skills. Be able to simplify the most complicated issues or problems
Ability to multi-task in a fast paced environment. Must be very organized and be able to balance competing priorities
Ability to handle and execute to resolve high profile issues
Excellent analytical and spreadsheet skills including Microsoft Excel. Ability to utilize advanced functionality of Excel, i.e. VBA, Pivot tables, advanced functions
Proven ability to collaborate broadly with flexible, positive attitude and ability to get results
Exceptional oral and written communication skills; ability to communicate to the senior executive level
Comfortable working both independently with minimal supervision and closely in a team setting

Management Reporting Analyst Resume Examples & Samples

Challenge, assist and partner with the business to ensure overheads are controlled and within budget levels agreed with BMW Group
Understand, influence and control IT costs by working closely with the BMW Group IT organisation
Ensure that the BMW Group Purchasing process is adhered to and that training is provided to cost centre managers
Implement processes to ensure headcount stays within budget, particularly during periods of high recruitment
Co-ordinate and develop the monthly Management reporting pack to be delivered to the Executive committee and Senior Management team
Build and maintain effective working and influencing relationships throughout the business, and across the broader BMW Group
Other Ad-Hoc reporting as required by the business
Proven relevant management accounting experience, relevant qualifications (qualified accountant - or equivalent) and an exceptional level of commercial awareness and entrepreneurial spirit are vital
Strong analytical skills: able to question complex information to identify cause and effect, then deliver attractive, progressive solutions to support business strategy
Effective, proactive communicator and relationship builder with the ability to deliver commercial and operational messages and influence stakeholders drawn from a wide audience
Advanced level of Excel and PowerPoint

Management Reporting Analyst Resume Examples & Samples

Ensure data quality and integrity in key information systems for actual and planning information (Budget/Latest Estimates) in particular cost walks, income statements, sales commentaries and FTE Forecast Analysis, as well as for 3rd party sales, price volume variances
Prepare and deliver all necessary management information and analysis to senior executives and key stakeholders
Prepare the group income statement for actual reporting and planning exercises
Support the preparation of the monthly Syngenta Executive Team Management Report
Prepare and update Income Statements for Actuals, Budget and Latest Estimates for Senior Executives
Perform data integrity checks related to Income Statements and Balance Sheet
Support the preparation of monthly Sales Report for the Executive Team and price volume reports for senior stakeholders and ensure alignment, data integrity and product costing
Review and validate the monthly and quarterly cost walks and analysis provided by the commercial and global functional controllers to ensure comprehensive and insightful qualitative comments are provided for the group lock meetings and review with the commercial finance head
Post requested regional and function expense adjustments for Budget, Latest Estimates, as required for Actuals
Support the review and validation of the quarterly sales commentaries and price volume waterfalls provided by the regions and ensure data consistency and integrity of reported numbers
Support the preparation of the monthly Management Reports for the Executive Team to ensure the key deliveries and timetable is met
Provide support to all members of the Management Reporting Team to help en-sure achievement of objectives
Jointly coordinate and manage the process of latest estimate and budget fore-cast information (instructions, timetables, monitoring submission, coordinate clearing controls)
Coordinate the process to collect forecasted FTEs for LE and Budget, and en-sure actual data and consolidated data by function and region is reported accu-rately to senior executives, with qualitative comments for significant variances
Prepare ad hoc reports and analysis
Fluency in English is required, any other European languages are an ad-vantage
Min. 3 years of finance or business controlling and reporting experience in a multinational company
Basic and sound knowledge of accounting principles
Good analytical skills gained through finance education / qualification
Good understanding of reporting processes structure and systems with the ability to quickly adapt to new requirements
Ability to quickly achieve results without compromising accuracy
High degree of IT literacy to interface databases to reporting framework, in particular a good command of Management Reporting Systems and Excel
Customer oriented approach and ways of working
Able to handle pressure and adhere to strict deadlines with the ability to perform effectively in and out time pressure
High attention to details in accuracy and presentation of numbers
Self-confident to propose solutions
Good planning and time management skills
Strong team player in a multicultural environment

Management Reporting Analyst Resume Examples & Samples

Conduct monthly reporting and business financial reviews towards product line management – including early bird estimate and financial projections
Analyze on a monthly basis the financial results of the three asset, providing commentary and variance analyzes compared to budget and forecast
Provide analysis, advice and clarification on performance by customer by product, product costs and on estimations of future performance by customer by product
Participate pro-actively in the budget process and forecasting as part of the current IBP team
Participate in ad-hoc projects to provide decision support to management, business development initiatives such as new business and customer solution opportunities
Business partner with Produc Line Management (PLM) and sales team to provide operational and financial information to facilitate decisions and optimize processes
Business partner with the Financial Planning and Accounting (FP&A) team to provide good insight on the management reporting of the three locations
Proactively engage and align with other functions and business groups to address customer focused and innovation based business objectives in areas of pricing, financing, contracts
Hold yourself and others accountable for continuous improvement and delivering results. Implement systems to provide accurate, consistent and timely management information for business decisions
You will be a strong advocate of the business excellence program in the organization by driving the implementation of recommended processes
University degree in Accounting or Finance or equivalent experience
A minimum of 5 years of experience as an analyst in similar profit-organization
Be pro-active and able to adapt to the ever changing circumstances of a dynamic environment
Result driven, focus on “getting things done”, be hands-on and attention to detail
Have a professional critical mind set
Excellent mastery of English (verbal and written)
Strong understanding of processing and trading environment
Proven track record of high growth potential
Able to influence by means of good financial analysis and advice

Budget & Management Reporting Analyst Resume Examples & Samples

Bachelor’s degree, or equivalent, in business administration, with an emphasis in accounting or finance, with seven years of experience, or an equivalent combination of education or experience
Advanced knowledge of and experience in finance planning, budgeting and decision support, preferably in higher education/research/academic environments, including strong working knowledge of finance and operations metrics
Demonstrated ability to use MS Office and other database software tools to gather information for specialized, complex financial analysis, fiscal management, and financial reports
Experience leading change management activities in a complex, matrixed organizational environment
Advanced client service orientation, critical thinking skills, and attention to detail. In depth ability to use organizational skills to multi-task in a dynamic work environment
Advanced ability to deliver training and presentations across a broad organizational constituency and to effectively present complex finance related information both verbally and in writing in a clear and concise manner
Excellent leadership and interpersonal skills, with the demonstrated ability to interact positively and effectively with staff and leaders. Demonstrated political acumen and ability to develop and maintain excellent working relationships with stakeholders at all levels of the institution
Ability to function as a reliable team member and ability adapt to changing priorities
Experience in enterprise-level budgeting tools and applications, e.g., Hyperion
Experience in UC accounting policies, practices, procedures, and/or systems
Experience with fund accounting
Experience supervising and managing staff