Operations Analyst Resume Samples

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E Nader

Evert

Nader

818 Dedric Forks

Houston

+1 (555) 152 1703

818 Dedric Forks

Houston

Phone

p +1 (555) 152 1703

Experience Experience

Houston, TX

Operations Analyst

Houston, TX

Hammes and Sons

Houston, TX

Operations Analyst

Payroll and staffing: Planning for, allocating, reporting on, and analyzing payroll expenses
Liaising with portfolio Managers, internal trading desks, global fund accounting hubs and brokerage community in resolving trade related issues
Supporting change by assisting in devising and implementing improved processes
Reviewing and controlling of the daily operation, ensuring adherence to procedures and controls and providing necessary data to senior management and clients
Completes Monthly Operating Report (MOR) for submittal to corporate operations engineering and Longview budgeting and forecasting module
Assist in reporting and data reconciliation in spares forecasting, costing, inventory, planning and other functions for service supply chain
May assist in designing, documenting, implementing, and monitoring of new products/processes

present

Philadelphia, PA

Operations Analyst

Philadelphia, PA

Cronin Group

present

Philadelphia, PA

Operations Analyst

present

Coaching and developing staff including formal objective setting, performance reviews and providing ongoing and regular feedback
Works individually or with a team in recommending action, scheduling and planning projects, estimating cost and managing projects to completion
Prepares customers for implementation by planning and/or coordinating training, writing documentation and providing support
Problem Solving/Decision Making: Taking a well-ordered approach to solving problems and acting despite obstacles, resistance, or ambiguity
Act as the on-going liaison point between resourcing and the HR Shared Services team that supports recruiting and onboarding, driving process improvement
Assist in organizing, formatting, typing, proofreading and editing briefings, reports, and manuals
Employment functions including interviewing, hiring, coaching, counseling, performance appraisals/disciplinary actions and salary reviews for support staff

Education Education

Bachelor’s Degree in Business

University of Memphis

Bachelor’s Degree in Business

Skills Skills

Strong attention to detail, ability to connect the details back to the big picture and assess the impact
Detail-oriented with excellent organizational, troubleshooting, project management and problem solving skills with very strong attention to detail
Excellent analytical skills, including the ability to analyze and organize data with attention to detail
Strong follow-through skills, acute attention to detail, and highly organized
Advanced knowledge of Microsoft Office products, highly proficient with excel
Good attention to detail and ability to perform well in a fast-paced environment
Ability to meet deliverables and function calmly in situations of high stress and tight timetables
Computer proficiency - MS Windows, Word, Excel, Access, Powerpoint; including ability to create reports, graphs, flow charts, and pivot tables
Attention to detail, ability to multi-task, time management, self-starter and ability to function independently
Be highly motivated with a confident and professional attitude and possess high levels of attention to detail

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Operations Analyst Resume Examples & Samples

Preparing material for and minuting meetings for discrete projects in the CASS space e.g. adherence to new policy statements and preparing a daily dashboard for cascade to the CF10a's
Working with the CASS Adherence and Quality Assurance leads to analyse trends
Preparing regular 'health check' inventories based on information available from the wider team. Maintaining action logs and chasing to ensure prompt close out of critical issues
Assisting with quarterly control attestation and annual operating model review
Facing off to internal and external auditors to gather material. Organisation of ad hoc meetings and associated material

Operations Analyst Resume Examples & Samples

Controls all special tape and cartridge requests to meet critical processing deadlines while adhering to physical and logical tape security requirements
Executes real time recovery actions under the direction of the Senior Operations Analyst and/or Operations Shift Manager to resolve critical issues that may impact established service levels
Understands and follows security processes and understands how they apply to this role: Contributes to BMO Financial Group’s overall business results by making recommendations that significantly improve operational efficiency and effectiveness
1 to 3 years experience in the IT environment
Demonstrates basic knowledge of servers, OS and HW, systems applications, networks and platforms (Windows Server, UNIX Server, MVS, JCL, etc)
Is able to handle problems at times of a complex nature; Is comfortable with 12 hour or 8 hour shift rotation

Operations Analyst Resume Examples & Samples

Review of facility terms in order to determine collateral and borrowing restrictions necessary for Operational procedures
Correspond and process information from third party Custodians to insure that Credit Suisse’s interest in the underlying loans is perfected
Proficient Excel skills and comfortable using Excel spreadsheets

Operations Analyst Resume Examples & Samples

Support a high quality dispute resolution process
Produce & evaluate MI to support process
Relationship management – manage client expectations through direct client interaction
Collaboration – interface with other divisions and departments in implementing standards and processes to support effective management of counterparty exposure

Operations Analyst Resume Examples & Samples

Managing Engagements online tool ensuring all new engagements are reviewed within agreed timelines,
Performing triage on new submissions to ensure entry criteria for new work is followed and contains sufficient information to progress,
Following register and logging processes ensuring accurate records are kept,
Ensuring cases are routed correctly and within agreed timescales,
Contacting requestors to assist in cases where documentation fails triage escalating unresolved cases,
Providing support to the technology teams on the use of the Engagements online tool and the process,
Maintaining Engagement process and operational documentation,
Gathering data and monitoring process completion within pre-agreed timescales, flagging issues as required,
Compiling data for use in management reporting,
Continually improving the online tool and coordinating changes with development team
Relationship management across different teams
Supporting other activities: preparing relevant packs, reporting
2 years of experience in an administrative role
Working experience in the financial industry (a plus)
Competency in use of Microsoft Office tools to manipulate and interpret data

Operations Analyst Resume Examples & Samples

The Operations Analyst will be the operational nucleus for all questions and concerns that sales may have about opportunities and currently live campaigns
Through a deep understanding of our inventory and product offerings the Operations Analyst will provide strategic recommendations on how to structure plans to achieve client goals and ensure repeat business
Take full ownership of their accounts to ensure efficient delivery and optimization as well as communication of any issues that may arise
Develop a thorough understanding of optimization and use problem solving and analytical skills in order to determine the most effective means of increasing ROI for the company and advertiser
Present of these findings will need to be prepared and delivered via email, group meetings, and/or conference calls
Provide forecasting reports and campaign status updates to relevant internal groups along with growth opportunities and out of the box ideas, to help drive key business decisions
Work most closely with internal groups such as with Publisher Services Account Management, AdSales Account Management, AdSales Strategy, Technology, and Product Management
Travel to in-person client meetings to help Sales strengthen relationships, identify client needs and help ensure excellent customer service
Effective at establishing and maintaining effective working relationships with managers and employees
Excellent quantitative, and analytical skills
Thorough knowledge of PC applications (especially Microsoft Excel)
Strong communication skills (both verbal and written)
Ability to respond to frequent pressure to meet deadlines when work speed and sustained accuracy are paramount
Bachelor’s degree in engineering, math, finance or related field required
1 - 2 years of analyst experience
Advertising network or agency experience recommended
Experience in SQL and/or PHP a plus

Operations Analyst Resume Examples & Samples

Interact with Raymond James Financial Advisors, senior leadership within both PCG Investment Products and Private Client Group, and management at alternative investment fund partners to troubleshoot service issues including, but not limited to, new investments, commission payments, pricing, client statements, and redemptions
Learn and employ basic technological concepts (e.g., data structures and database design) in order to work with Information Technology professionals in implementing process improvement and risk mitigation projects
May help run the operational infrastructure of Raymond James proprietary hedge fund and private equity funds. In addition, the individual may support operational due diligence efforts on funds on the Raymond James platform
Engage Raymond James Financial Advisors, alternative investment Fund Sponsors, and many home office departments to holistically support all operational aspects of the Alternative Investment platform
Required to submit client investments to fund sponsors, conduct client suitability reviews on purchases, generate client trade confirms, update positions and valuations on client statements, pay Financial Advisor commissions, process redemptions, and maintain account performance details
Assists in orienting and training new team members
Basic accounting concepts
Client disclosure concepts and client confirms
All MS Office applications including an ability to work with more advanced Excel functions such as pivot tables and formulas
Organization and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines
Communicating effectively both verbally and in writing with detail and precision
Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases
Build solid, effective working relationships with others
Provide courteous, timely service when addressing customer questions and concerns
Convey information clearly and effectively through both formal and informal documents
Constructively work under stress and pressure when faced with high workloads and deadlines
Promote team cohesiveness, cooperation, and effectiveness
Perform all functions with limited supervisory support and with a high level of accuracy
Bachelor’s Degree or equivalent with a minimum of (3) three years’ experience

Operations Analyst Resume Examples & Samples

Communication as needed with the trading desk, middle office, finance and counterparties regarding positions, P&L, non receipts, escalations, etc is expected
Proficiency with numbers to ensure accurate loan commitments, trade pricing, and system entries are correct and meeting the industry standard calculations
Ability to work under pressure while working and responding well in a cross-functional team environment and a global process flow
Excellent communication (written and verbal) and PC skills (especially Excel)
Experience with credit documentation (e.g. Credit Agreement, Confirm, Assignment Agreement and Funding Memo)
Demonstrating innovation, assertiveness, and flexibility is key
Adapting well to ever changing business needs will serve the associate well
Organizational and excellent time management skills
There is a need to prioritize and perform multiple tasks
Prior customer service experience is helpful

Operations Analyst Resume Examples & Samples

Handle and monitor daily trade booking in local settlement and regional systems
Handle and monitor Client trade confirmation process
Handle and monitor daily trade settlements and securities movements in local settlement, clearing and depository systems
Perform daily nostro, deposit , trade reconciliation and all other reconciliations operated by the team
Coordinate with the custodian banks, offshore settlement team and other internal functions to resolve trade issues
Respond to queries raised from the different functions i.e. front office; controlling & accounting
Input and/or consolidate Operations MIS reporting
Proactively improve efficiency through process and/or system improvements in coordination with Operations Manager
Participate in system enhancement project by coordinating with the provider, Local IT for project preparations, requirement settings, UAT review and implementation preparations
Document up-to-date Operations procedures and control process to ensure process integrity in coordination with Operations Manager
Provide contingency back up to operational staff on the daily tasks
Ensure compliance with internal control processes and regulations
Escalate issue pursuant to established escalation procedures and analyzing business impact and propose resolutions
Maintenance of static data
Ensure preparation and submission of all regulatory reports on time
Handle Internal, Statutory & regulatory audit & inspection
Process all required internal reporting within prescribed timeline
Handle domestic client account opening request by submitting the request to Onboarding team for approval
Graduate in Business, Finance, or Commerce Stream with at least 3 years' experience in Malaysia Institutional equity operations
Fluent in English (written and verbal) and local language
Familiar with Front to back life cycle of Cash Equities
Experience in working in Global Broking House (Desirable)
Able to build network locally and regionally for effective handling of work
Able to handle multiple initiatives simultaneously and work under pressure
Evaluate and challenge both the requirements and solution to ensure the firm's resources are used in the most efficient manner
True team player with strong influencing skills
Expert in using MS office suits i.e. Word, Excel and Power Point

Operations Analyst Resume Examples & Samples

LSS Yellow Belt
Windows 7, Excel 2010, Power Point & Visio
Requirements methods: interviewing, data modeling, business process documentation & modeling
Different requirements methodologies: Use Cases, Unified Modeling Language, Waterfall Approach
Faciliatation Skills
Conflicts and issue resolution and escalation
Basic understanding of Advice Center Business applications/processes

Operations Analyst Resume Examples & Samples

Innovative, intelligent, hard-working, honest, proactive, and able to work in a fast-paced team environment
Excellent communication skills (both oral and written) and the ability to interact with individuals across various business areas within the organization as well as with senior management
Strong analytical and reasoning skills combined with good judgment
Aptitude for problem-solving and process improvement
Strong Microsoft Excel skills a plus
Extracurricular activities and academic endeavors demonstrative of strong interpersonal and leadership skills

Operations Analyst Resume Examples & Samples

Ensure securities transfer documentation is compliant, including client signature verification, callbacks, authority levels
Ensure client instructions are followed thoroughly avoiding any over delivery of positions or contacting the incorrect institution leading to potential loss
Coordinate settlement instructions with counterparts for all US and non US markets. US markets have standard instructions, non US Markets require indepth understanding and comprehensive knowledge of the securities processing environment. This includes being able to communicate with various counterparts for validity of instructions as well as ensuring timely settlement
Prepares approximately 5 - 10 internal/external securities transfers varying in dollar value, for processing in addition to first level processing in bank system based on documentation provided
Coordinates 50% of non US markets settlements instructions, assuring counterparts have valid details for timely settlement
Verifies all documentation submitted by clients have been completed as stated in procedures
Reconciles daily internal/external securities transfer communications received from internal / external clients to transfers
Mininum 4 years experience in securities settlement and processing
Strong knowledge of securities processing and settlements
Must be able to adapt to the changing needs of the business
Sufficient technical skills to fully understand the various features of securities and its implications to the business and the clients
Excellent organization skills with attention to detail, combined with the ability to take complete ownership of issues, work independently with confidence and deliver to deadlines in line with expectations
Minimum of a BA/BS degree in Business Administration, Finance, or related field

Operations Analyst Resume Examples & Samples

Professional with experience on multiple projects with multiple interfaces and/or 3rd parties
Service oriented
Branch Experience or similar
Application knowledge

Operations Analyst Resume Examples & Samples

Act as a liaison between Technology Department and Risk/strategy team
Complex business rules coding and authoring (reviewing and implementing internal system scripts ex:: bureau elements)
Business regression testing/Corporate release (project) support
Support our data entry and credit decision platforms from a systems perspective
Required to work in backend Database and log files utilizing XML, Oracle SQL Developer and SOAP UI
Responsible for Project management interface/initiation, triaging and fixing production issues and workflow/process management
Provide consulting expertise including the identification of impacts, development of business requirements, User Acceptance Testing, and communicate impacts brought about by the project parameters
Must be flexible – working ‘non-core’ hours when required to support strategy installs/corporate releases or production issue resolution

Operations Analyst Resume Examples & Samples

Creation and maintenance of fund models
Bachelor’s degree with 1-2 years of relevant work experience
Knowledge of CLOs and/or other structured products is a plus
Organized, detail oriented and extremely thorough with strong problem solving skills and demonstrated ability to take initiative

Operations Analyst Resume Examples & Samples

Ability to multi-task and prioritize duties
Strong organizational and time-management skills
Effective written, oral and interpersonal communication skills
Ability to build and maintain professional relationships with clients and internal team members
Ability to work under deadlines and at a rapid pace
Demonstrates problem solving, analytical and critical thinking abilities
Technically proficient in Microsoft Office products
2-5 years’ experience in a financial services firm

Operations Analyst Resume Examples & Samples

Responsible for day-to-day support to Business Units (BU) and their supporting areas
Effectively manage a moderate number of applications i.e. business rules, processes etc. to be able to provide solutions and support during production problems
Identify application deficiencies and provide / recommend solutions to the support team and BU
Proactively seek opportunities for process improvements
Participate as a SME in project/development work
Participate in project walkthroughs to assist with the transition of projects from development to support
Provide input to change requests as required
Provide application demonstrations as assigned
Conduct accurate and timely investigation of issues to ensure that the Service Level Agreement (SLA) is not compromised
Responsible for tracking all work requests (Problem Tracking Records (PTRs), System Change Request (SCR), Investigations, Work Items) and maintaining accurate details and priority ratings
Responsible for creating accurate and complete requirement documents for PTRs and SCRs being worked on
Responsible for follow up on all PTRs and SCRs opened to ensure that the Technical and Quality Assurance (QA) Teams adheres to the change management process
Professional experience on multiple projects with multiple interfaces and/or 3rd parties
Business knowledge
Communication Skills (P)
Facilitation Skills (D)
Presentation Skills (D)
Risk Assessment & Quantification methodologies (D)
Conflicts and issues resolution and escalation (P)
Business line(s)’ business applications/ processes (E)
Knowledge of relevant technology (B)
Knowledge of IT Standards, Methodologies, SDLC, CMM, PMF and audit requirements (D)
Knowledge of Microsoft Office products. (P)

Operations Analyst Resume Examples & Samples

Process activity in Wall Street Office and Aladdin databases
Research breaks
Serve as liaison between administrative agent banks and custodians
Complete ad hoc projects as needed

Operations Analyst Resume Examples & Samples

To support the functional units within Collateral Management in the mitigation of credit risk by the implementation and maintenance of a robust control framework
To act as a regional representative for the ICAP attestation process
To monitor and mitigate operational risk within Collateral Management through the various risk forums, ensuring all issues have been actioned and have appropriate commentary
To work with other Control representatives across the globe to prove the integrity of the subledger
To work with other Collateral Management functions for audit, review, or other queries from external departments and agencies
To act as face off for the Risk and Regulatory Management function
To work with the offshore Control team to optimise their performance and delivery
To assist the Controls manager in the reduction of outstanding exceptions, and to work on root cause analysis for these
To be the specialist and support existing Controls and to assist in the build of new Controls as identified
To provide global risk reporting for Americas-owned controls
To take on and streamline existing onshore processes to make suitable for offshoring
To participate in projects and initiatives on risk mitigation, process improvement and business integration
Need to be resilient and develop good working relationships with UBS internal clients/colleagues of the Investment Bank and Wealth Management, primarily in Sales & Trading, Compliance/Control, Credit Risk and Trade Support
An understanding of Derivative products; Actual working experience of these products would be a distinct advantage
Need to be able to multi-task and be self-motivated
Having good IT skills would be beneficial

Operations Analyst Resume Examples & Samples

Review existing on-boarding process to restrict U.S investors & identify any changes in the residency of an client
Adjustment of on-boarding process Policies and Procedures to ensure it prohibits U.S. investors
Assessment of current investors to ensure there are no U.S. investors & if found, work with the business to develop a plan to remove the client from the fund (if permitted under fund governing documents and if required)
Review of existing products to ensure they are sold predominantly through public offerings outside the U.S
Document how the fund is organized and offered to customers of the banking entity’s fiduciary or investment advisory services
Build reporting to ensure staff involved in sponsoring and distributing the fund are located outside the U.S
Act as a business resource as required and support National Office in implementing changes

Operations Analyst Resume Examples & Samples

Responsible for creating nightly production job schedules
Responsible for screening user requests to ensure that all requested information is supplied
Responsible for preparing correct run sheets for user requests
Responsible for maintaining the accuracy of information in job scheduling data base
Responsible for maintaining calendar entries as defined by Corporate closing periods
Responsible for creating new job schedules by writing code to initiate calendar, predecessor/successor relationships
Responsible for the coordination of the Change Control documentation
Responsible for conducting the Daily IR Meeting
Responsible for the implementation of all Production Changes
Responsible for the migration of production code from user/test to production environments on multi platform environments
Manage external resources to provide software modifications/upgrades to existing and new Data Center software
Create Data Center software process flows and job dependency flowcharts
Provides second level fix/break support to Computer Operations
Responsible for Data Center utility software support/upgrades
Capable of substituting for the Operations Supervisor
Fulfills departmental requirements in terms of providing work coverage and administrative notification during periods of personnel illness, vacation or education
Debugs and revises scripts and programs as required
Creates and performs data base/file backups for a multi platform environment
Creates and performs data base/file restores for a multi platform environment
Coordinating task lists, meetings, and documentation in support of major data center outages
Responsible for the procedures/schedules/sessions controlling the upload/down load of data to the Retail environment on a daily basis
Work as a member of the hardware upgrade/replacement team
Work as a member of the Data Center infrastructure upgrade/replacement team
Work as a member of the Disaster Recovery team
Work as a member of the Application upgrade team
Assist with audit research as required
Assist with hardware asset tracking
Pc principles
Tivoli experience highly preferred
Midrange operational expertise
Operating Systems Installation and Configuration Procedures
Principles and methodologies of Network Equipment (including routers, hubs, switches, bridges, servers and all related equipment and hardware)
Technology Design in Infrastructure Management
Infrastructure management software knowledge/support
Backup and recovery techniques
Backup and recovery software knowledge/support
Software distribution and design Principles
Configuration management tool knowledge
Media tracking software knowledge/support
Technical Writing and Documentation
IT Lifecycle Concepts
Database Management Principles and Methodologies

Operations Analyst Resume Examples & Samples

3-5 years of total business experience within Operations or other back office function within a Hedge Fund
Bachelors Degree (preferably in Accounting, Finance, Engineering or Computer Science)
Experience with FI OTC derivatives, FI, FX, Futures and equity
Understanding of International markets and macro products

Operations Analyst Resume Examples & Samples

Reviewing client profiles at onboarding to ensure conformity to minimum AML/CDD standards, producing client document requirements and due diligence analysis
Provide advisory support to the business with regard client identification and onboarding requirements
Conducting Enhanced due diligence on high risk clients using various tools (Factiva, Lexis, Worldcheck, etc.)
Proactively identifying & mitigating potential issues on onboarding or other related processes
Conducting investigations and escalating suspicious negative news on clients
Execute OFAC screening on clients and relevant third-parties
Actively participate in implementing any new guidelines
Co-ordinate projects and prioritize deliverables to meet timelines efficiently, and adapt quickly to changes in priorities

Operations Analyst Resume Examples & Samples

Rotational frontline second level support for incoming system, batch and user related calls
Solve user and system generated incidents with limited assistance
Implement production support requests
Triage production and non-production issues. Ensure all incidents are documented
Resolve JCL errors, restarts and escalate issues that require assistance
Complete routine and non-routine work accurately at a pace appropriate to service levels and team averages
Evaluate all operating system functions, identify system/scheduling bottlenecks and respond or escalates accordingly
Ensure SLA's are met for the current processing cycle. Coordinate, communicate and escalate with other staff, departments or business units as appropriate
Implement documented change to system and batch applications with little direction
Perform advanced exception monitoring and basic interrogative manual monitoring
Work with first level 3rd party and vendor support teams to resolve basic system issues
Participate successfully on a project team with minimal assistance
Participate successfully on technical triage, SWAT, CIP and post incident review meetings
Follow and ensure all policies, work procedures, instruction, compliance regulations, and safety rules are adhered to
Skills in both verbal and written communication
A motivated person able to manage routine and non-routine work with limited direction
Understanding of, ability to create and capacity to teach basic documented procedures
Ability to suggest process improvements and implement with guidance and approval
Ability to follow detailed and non-specific procedures with a high degree of accuracy
Ability to positively interact with team members, AGT teams and business customers
Understanding of all related operating system functions including mainframe systems
Ability to identify system and scheduling bottlenecks and respond or escalate accordingly
Ability to ensure success of all departmental SLA's
Displays aptitude for logic, problem solving skills and maintain composure in a variety of situations
Understanding of the implications of change to system and batch applications. Can make critical changes and has full understanding of the change process
Comprehensive behavioral and technical skills
Exhibits regular, reliable, punctual and predictable attendance
Understanding and application of problem prevention, problem resolution and monitoring concepts
Understanding and application of Disaster Recovery concepts
Intermediate knowledge of TSO/ISPF, SDSF, mainframe subsystems and batch scheduling platforms
Basic knowledge of z architecture

Operations Analyst Resume Examples & Samples

High school diploma or equivalent. Bachelors or Associates degree would be considered in lieu of experience
Typically 3+ years prior related experience
Eye-hand coordination, manual dexterity, and strong attention to detail is essential
A solid understanding of operating system used

Operations Analyst Resume Examples & Samples

Lead and drive the gathering of operational metrics and insights into our global service organization, with minimal guidance and a constant focus on improving our capabilities and results
Determine key data sources and data interdependencies within the organization, to ensure all relevant parameters are considered to gather insights
Create ad-hoc analyses as well as complex models that yield clear, tangible metrics for performance assessment, improvement, and alignment
Be able and ready to respond to urgent inquiries with fully accurate, well-structured summaries of insights within very short periods of time
Be competent and super motivated to build a large-scale and granular reporting environment together with key stakeholders from IT, business intelligence, business operations, and management
Be able to drive operational insights and be pivotal in executing the implementation of operational improvements
College/university degree in Statistics, Quantitative Economics, Operations Research, Computer Science, Engineering, or equivalent
2+ years of business analytics, business intelligence, or financial modeling background
Affinity to and experience with automotive processes, process management, operations strategy, and technology a plus
Proven experience developing well-structured data reports that highlight insights, rather than complexity
(Internal) customer orientation and great problem-solving skills required
Experience working with technical specialists required

Operations Analyst Resume Examples & Samples

Analyze financial statements and operating data reports
Forecast future trends based on analysis of current performance
Identify financial and operating trends including revenue and expenses by portfolio, region, sub-market and property levels
Gather, review and analyze key operations data including rent growth, occupancy, availability, lease terms, traffic volume and sales ratio to determine relevant data
Develop relationships and share resources with Business Intelligence in order to ensure parity with overall company objectives and metrics
Cultivate networks with Operations, Marketing, Training, Maintenance and other departments in order to anticipate and develop critical KPIs to support key organizational decisions
Assist in the identification and underwriting of value enhancement opportunities within the portfolio
Develop reports as needed on a weekly, monthly, quarterly and annual basis
Make and document recommendations
Meet with key decision makers to help identify effectiveness of processes as a result of implemented metrics
Strong financial and analytical skills
Ability to work independently and to understand and anticipate needs of constituents
Business mathematical and analytical skills
Experience with Business Intelligence tools (current platform is Hyperion)
Computer proficiency (Excel, Power Point, Outlook and Microsoft Word) with advanced Excel skills
Ability to interface with multiple departments

Operations Analyst Resume Examples & Samples

Build and maintain strong relationships with internal VMware departments worldwide to leverage the corporate infrastructure
Function as PSO Credits subject matter expert in partnership with offshore team members
Oversee key operational aspects of PSO Credits maintaining and enhancing global processes and quarterly close
Proven success at identifying and driving process improvements, project management, problem-solving, and delivering high-touch customer support in a global environment
Strong attention to detail, strong communication, and presentation skills
Creativity, initiative, high energy level
Experience in large, rapidly growing global businesses
Effective communication skills with all levels of management
Flexible and resilient, comfortable with ambiguity, adaptable to a high-change environment and open to new concepts and/or processes
Minimum of 2 years professional experience in a customer support, high-tech or professional services finance or operational roles
BA/BS required; business, accounting, or related discipline preferred

Operations Analyst Resume Examples & Samples

Produce key operations reports regarding labor, labor variance, hour’s variance, scheduling and scheduling efficiency, labor/schedule optimization, and overtime
Produce and report specific labor and labor schedule tests and analysis to operations and finance leadership that help inform and course correct philosophy and direction
Use, understand and provide input for labor scheduling tool (People Matter) to help optimize utilization of the tool by end users and leadership
Involved in the weekly, monthly, and annual forecasting labor and SG&A processes for the finance team
Provide insights and analytics to the proper teams that help in critical decision making and communication to field leaders
Additional degree in Computer Science preferred
Minimum of three years analytical experience, preferably in a multisite organization where labor efficiency can be measured at the unit level
Proficient at financial modeling
Knowledge with and of labor modeling to ensure optimization of current expense
Conducts financial forecasting on a regular basis to reduce and inform monthly or annual variances
Matrix organization experience
Proficiency with Excel office (v-look up, pivot tables) a must
BPC and/or Hyperion Essbase database experience preferred
General use of Microsoft Outlook products
Experience with and ability to query in SQL
Comfortable with running routine reports as necessary

Operations Analyst Resume Examples & Samples

Partner with peers to identify areas of improvement within the IT department and the company-at-large, providing solutions in the form of new standards and procedures
Triage reported problems to determine the most efficient manner of resolution
Simulate or recreate operating difficulties, recommending system modifications and communicating with other IT departments to correct core issues
Accountability: Meets established expectations and takes responsibility for achieving results; encourages others to do the same
Collaborates: Engages others by gathering multiple views and being open to diverse perspectives, focusing on a shared purpose that puts Humana's overall success first
Associate’s or Bachelor’s Degree in Computer Science, Information Technology or a related field
Experience with Application Security

Operations Analyst Resume Examples & Samples

Work hours Tuesday 12pm – 9 pm – Saturday 12pm – 9 pm EST
Strong prioritization skills - ability to work multiple events at one time
Knowledge of Linux and UNIX systems
Knowledge of all Windows based systems
Knowledge of Internet applications (FTP, telnet, SSH, etc.)
2 years of corporate IT experience
Working knowledge of all Microsoft Applications
Excellent communication skills, oral and written
High ability to learn – ability to grasp new technologies quickly and produce best practice results

Operations Analyst Resume Examples & Samples

Proactively identify system and production issues impacting call operations. Analyze and communicate any potential impacts to call operations to Business Consultant
Support and track system and production issues. Identify trends and root cause that would assist to develop processes that would improve our stakeholders experience
Partner with the Information Technology department and business areas during to resolution of incident tickets related to production processing, report applications and system output
Identification of workaround processes that may be needed until permanent fixes can be implemented or deployed
Develop and maintain key relationships with all impacted business areas
Actively participate in assigned project work and support other call center projects and initiatives, as needed
Working knowledge of GCP/CCP, PBS and CI
The ability to collaborate with other departments
Ability to handle multiple tasks and deadlines and work in an environment with shifting priorities
The ability to adapt and embrace change
Self-starter and problem solver
Must be meeting or exceeding goals in current role
Knowledge of CAS, PFP, E-billing, SoEasi, OHBP
Knowledge of HumanaOne medical products
Understanding on CA Service Desk Manager tool, CSS Help Desk process, Telecom
Prior experience developing or improving processes
Data analytics driven

Operations Analyst Resume Examples & Samples

Develops and maintains integrations between Service Now and other systems. Works with the offshore team to assess and prioritize new Service Now development work. Skill in HTML, Javascipt, XML, and JSON will be required
Deploy and maintain various Linux-based operations and development tools like JIRA, Github Enterprise, Dynatrace and Graphite. Shell scripting and dynamic language (Perl, Python, Ruby, etc.) experience key
Work with experience with good operations practices including Change, Incident, Problem and Configuration management
Utilize excellent written and oral communication skills to lead the integration of projects into operations including instrumentation, automation, work flow standardization, and methods/procedures
Articulates technical concepts using easily understandable business language
Does not have any direct supervisory responsibilities. May direct workflow and act as a technical lead

Operations Analyst Resume Examples & Samples

Strong MS Office Suite Experience
Solid Data Analysis
Reporting Skills
Deadline Focus
Excellent Communication Skills

Operations Analyst Resume Examples & Samples

Ensures supervision and oversight on Client set ups for line of credit facilities in the credit systems and confirmations that all required credit documentation is complete
Leads production of quality documentation and edits, cross-regionally, on all standard and non standard loan types, including but not limited to: Unsecured, Real Estate (footprint and non-footprint states), Marketable Securities, and Business Assets and Titled Collateral
Ensure compliance to Private Banking guidelines/policy and Federal Lending Regulations (FSA, Basel II, FIRREA, Reg Z., MDIA)
Encourages practice & usage of all available resources to find, review, and set-up loan covenants, and use the information to prepare quality Covenant Agreements and Loan Agreements
Reviews current and all pending exceptions to covenant agreement terms that occur. Confirms their accuracy and proactively could identify an appropriate resolution prior to escalation to extended team members to highlight to Underwriters and Bankers for resolution
Ensures all credit risk recommendations and mitigations are implemented
Partners and encourages his team to liaise and partner with Capital Advisors and Analysts to capture terms and conditions stipulated in the credit approval and legal documentation into the corporate credit platform (via ARC)
Coordinates with his team and global partners with all aspects of portfolio management on a daily basis including, but not limited to, maturing facilities, client annual reviews, unlinked outstandings, overlimits, temporary facility extensions or increases, document exceptions, covenant exceptions
Manages market and LOB transfers as clients and facilities are moved to new markets or to other LOBs outside of PB
Create Legal and the Credit File and Compliance Deal Folders for all facilities within Deal works and file completed ARC proposals
Master CRRT and CWS reporting to support data and analytical needs
Responsible for maintaining critical Client credit data in Corporate Systems
Support Credit and Capital Advisory requests for targeted data summaries and portfolio risk analysis. Receive and review pre/post closing legal packages, comparing the legally documented terms and conditions to those stipulated in the credit approval memo and ARC, ensuring accuracy. Create / contribute transmittal / QCC when appropriate
Candidate should possess strong knowledge of banking operations
Leadership skills to drive discussions and lead the group
Relationship building with diverse groups and senior executives
Have an affinity or ability for systems thinking
People management experience and Client focus
Control orientated and Risk awareness
Degree in Business Administration or Chartered Accountancy or Law or Chartered Secretary with 4 years of work experience else 6 years of work experience
Any additional professional degree will be an added advantage
Understanding of credit concepts
Understanding of derivatives, FX and participations/syndications
Understanding of credit legal issues and be able to quickly determine sensitivity to business risk
Understanding of TQMI or six sigma certification will be an added advantage

Operations Analyst Resume Examples & Samples

Define, measure, and report strategic goals and top operational KPIs
Develop data infrastructure (ETLs, data models, and reports) and tools to make analytics easier and more effective
Take advantage of massive amounts of structured data to understand how to improve our business success and our teams’ efficiency
Be a thought leader and have experience with 4+ years of experience in business strategy, finance, engineering, or analytics

Operations Analyst Resume Examples & Samples

Minimum of 2 years’ experience of gained in an operations role within the Investment Management arena
Broad understanding of trade support, settlements, client valuations, data quality, corporate actions, client payments, and dividends
Excellent client service – to exceed the expectations of external and internal clients through the quality of customer service, meeting their needs and demonstrating the added value of the service provided
Attention to detail – to ensure that information is correctly processed and that work complies with relevant internal/external rules
Commitment to deliver a high quality of service to both Clients and Portfolio Managers

Operations Analyst Resume Examples & Samples

Undergraduate degree: Major/Minor Computer Information Systems, Geographic Information Systems (GIS), Mathematics, Business Administration (emphasis in Operations Management, Statistics or Finance)
3-4 years general business experience in consulting, operations, product management or project management roles
Ability to interface with senior managers; Strong oral and written communication skills
Ability to multi-task in a fast-paced environment while meeting critical deadlines
Ability to process and analyze large amounts of data to support project planning efforts
Ability to form and maintain relationship with key stakeholders and internal clients
Strong working knowledge of MS Excel, Project and Access Applications
Strong analytical, problem solving and negotiation skills

Operations Analyst Resume Examples & Samples

Documentation Preparation and Review
Client & Facility Set-up and Maintenance
Annual Review Coordination
Exception Tracking & Escalation Coordination
Data Report Generation
Data Entry and Quality Review
Vendor Work Ordering & Invoice Processing
Covenant Process Coordination
Application Folder Maintenance
Collateral Monitoring
B.A., B.S., in relevant field
Minimum 4 years prior experience in a related position
Ability to perform in a fast paced environment and handle multiple tasks through effective prioritization
Prior exposure to traditional credit products and traditional credit product loan documentation a plus
Experience using the Credit Risk Infrastructure tools and applications (ARC, EN, SRGT, CRRT, OWL, SELM, etc) a plus

Operations Analyst Resume Examples & Samples

Manage Security Account Vendors (Inventory Management, Invoicing, New Orders, etc.)
Purchasing Support for All Stores, DSMs, and RSMs (Supplies/Security)
Sourcing for all Security Items for Stores
Adherence to Security Budget/Projection
Worn and Damage, Purge, & RTV
Distribution of Barcode Requests to Stores
Compose and Coordinate Field Communications (Outbound Transfer Sends, Closing Store Transfers, etc.)
Operations Manual and General Operations Policy and Procedures
UPS Campus Ship and Quantum View
Misc. Operations Projects and Reports
Partners with supervisor on RFPs for security and other vendors in order to get best prices for quality services
Liaison for Sales Audit, Inventory Control, Banking & Loss Prevention
Manage Security Guards and Armored Cars for Stores
Works with Retail Operations team and other corporate and store partners
High School degree or equivalent. Bachelors Degree preferred
Creative thinker
Multi-tasker
Strong problem solving and conflict resolution skills

Operations Analyst Resume Examples & Samples

Collecting and analyzing data on service operations,
Keeping track of vital operations statistics including usage, staffing and costs,
Working with the VP on forecasting key operational variables,
Providing operational information to other business units,
Providing support in various administrative management tasks,
Preparing reports for the executive management,
Other duties as assigned by Supervisor
Working knowledge of SQL &/or MySQL skills required
Two plus years in education, assessment industry or project management experience
Computer proficiency - MS Windows, Word, Excel, Access, Powerpoint; including ability to create reports, graphs, flow charts, and pivot tables
Knowledge and experience with workforce management systems, such as Aspect or Verint highly desired
Excellent organization skills required
Working remotely from a Washington DC location with periodic meetings at the Pearson Washington, DC Office.*

Operations Analyst Resume Examples & Samples

Payroll and staffing: Planning for, allocating, reporting on, and analyzing payroll expenses
Performance: Develop tools and analysis that help field leaders identify trends and drive performance and effectiveness
Provide reporting and analytics around business metrics and goals
Continually evaluate current state and recommend areas of process improvement – identifying any risks, gaps and potential weaknesses
Ability to articulate conclusions and recommendations to the leadership team
Develops integrated revenue/expense analysis, projections, reports and presentations
Runs ad hoc reports based on business needs
Reviews and provides data concerning market trends
Strong knowledge of retail operations and previous experience with a high growth retailer is highly preferred
Quantitative analysis, regression modeling analysis and strong business statistics skills. Superior analytical skills, quantitative skills and problem solving skills
Demonstrated track record of project management
Must be highly proficient in MS Office: Word, Excel and PowerPoint

Operations Analyst Resume Examples & Samples

Troubleshoot/ resolve operations issues independently as per Letter of Authority/ authority levels following established guidelines and procedures. Maintain appropriate audit trails
Problem-solve escalated issues, including more complex exceptions referred from others
Escalate all unresolved processing issues to the appropriate level, as per guidelines, including system, software and hardware failures
Prioritize work in accordance with policy and severity of service impact to minimize financial/ customer impacts. Change work plans within pre-determined deadlines
Act as SME for area of expertise. Provide advice in the completion of processes within established guidelines and procedures
Ensure receipt of appropriate approvals/ authorizations in accordance with P&Ps and controls
Strong understanding of the business unit’s risk and regulatory requirements
Proficient skills & knowledge of departmental systems and applications – Trust / CRIMS / Pacer / Global Plus / ADP / Bloomberg / Excel / Access Database / Power Point
Strong investigation skills
Good coaching and training skills

Operations Analyst Resume Examples & Samples

Proficiency in Microsoft Office Suite - Outlook, Word, Excel, PowerPoint
Excellent Communication - Written, Oral
Bilingual - Korean, Japanese, Portuguese, Thai, Taiwanese, or Mandarin
BS/BA Degree in Business/Accounting/Finance
Intermediate/Advanced Access and Database Management
Comfortable working with complex Financial Products and Systems
Oracle application experience
SAP/eLedger

Operations Analyst Resume Examples & Samples

Maintain licensure database to ensure all care managers have required active licenses for the state(s) their members are located
Improve existing processes to maximize efficiency
Assist Managers with policy interpretation by conducting necessary research and addressing appropriate processes that may be impacted
Maintain the necessary databases for day to day business functions. Requires very detailed database management to ensure accuracy for reporting (heavy excel use)
Collaborates with other business partners to improve processes both internally and externally
Continuously looks for process improvement opportunities, including new process and communication opportunities within all departments of Humana
Tracks and reports all requests to ensure compliance and quality standards
Maintains necessary communications to all parts of the business
Responsible for collecting and documenting business requirements for reporting and analysis initiatives
Query appropriate data from relevant data sources
Identify and troubleshoot data anomalies and irregularities in process/procedure
Understand and communicate technical and business aspects of data management and information support
Develop and establish strong and effective working relationships with Clinical Program leadership and other departments (Analytics, IM, CGX, Operations Leadership, Training/On-Boarding etc.)
Produce Adhoc analysis and reports in an accurate and timely manner as appropriate
Strong analytical capabilities and analyzing data information
Understand and present data from several sources
Ability to explore databases, identify relationships and validate sources
Ability to work closely within a small team or independently
Self-motivated with an ability to manage multiple priorities and work under pressure to meet deadlines
Advanced level of knowledge with Microsoft Excel
Ability to create and present PowerPoint presentations to business leaders and vendors
Excellent customer service skills along with written and verbal communication
Bachelor’s Degree in Business, Computer Science, Mathematics, Statistics or related fields
Experience working with large databases in a healthcare environment

Operations Analyst Resume Examples & Samples

2+ years of total Business experience within Operations or other back office function within a Hedge Fund
Experience with Fixed Income OTC derivatives, Fixed Income, Foreign Exchange, Futures and equity
Degree in Accounting, Computer Science, Engineering, Finance, and/or a related field

Operations Analyst Resume Examples & Samples

Work with managers, administrators and prime brokers to resolve issues
Verify daily P&L on securities such as equities, futures, FX forwards and swaps
Review weekly/monthly % returns for all UCITS and managed accounts
Prepare wires for all entities
Monitor excess cash/collateral, counterparty exposure and ISDA terms
Review monthly NAV from the administrator which includes checking bond interest accruals, dividend accruals, cash and market value breaks
Assist with quarterly regulatory filings (Form PF, CPO-PQR, AIFMD, etc.)
Assist with the year-end audit which includes confirmations and valuation reviews
Bachelor’s Degree required, preferably with concentrations in Finance/Economics
1 to 3 years Hedge Fund Industry experience
Experience in Financial Analysis
Strong analytical skills with ability to evaluate issues, and propose and implement solutions with consideration for all downstream implications
Must have working knowledge of general business, computer skills and performance analysis techniques
Proficient in Microsoft Word, Excel, Outlook and PowerPoint
Advanced MS Excel skills (VLOOKUP, SUMIF, Pivot Tables, Charts)
Detail-oriented and organized; experience in project management

Operations Analyst Resume Examples & Samples

All asset movements processing for Prime Services clients as requested by Client Services Representatives which include Wire transfers, Security receipts/deliveries, and executing journal entries
Front office queries resolution
Reconciliation of daily bookings and control checks
Monitoring client activity on CS Plus Online platform assisting with all exceptions

Operations Analyst Resume Examples & Samples

Processing of bank loan-related transactions in the portfolio management and related systems
Creation of new assets in security master
Communication of trade settlements and loan restructures to custodian banks
Compilation of loan pricing data to support various internal and external parties
Bachelor’s degree with 0-1 year of relevant work experience
Familiar with bank debt and fixed income securities is a plus
Knowledge of Wall Street Office, Aladdin, Excel, and Bloomberg is a plus

Operations Analyst Resume Examples & Samples

Bachelor’s Degree in Accounting, Finance and/or related field
Understanding Financial Markets and Products
Hedge Fund or Financial Accounting experience
Working knowledge of Geneva, Eze, Bloomberg, and Microsoft Excel

Operations Analyst Resume Examples & Samples

Provide desktop support to all offices in the market
Coordinate with the local/regional/international service delivery teams for customer support
Manage and co-ordinate with 3rd party IT support staff in providing support to clients
Work with regional staff in co-ordinating with Network Services and other support groups
Where appropriate, support the operations of voice communications systems
Maintain the inventory records of all IT hardware and software in the asset management system
Perform desktop software training functions, either directly or through 3rd party vendors &/or CDT material
In co-ordination with applications development and network services, support the installation of all required applications
Support Executives' requirements related to home, handheld or mobile computing requirements
Update and maintain "Service Tickets" in Client Support databases
Enforce corporate standards for hardware and software procurement and operation
Enforce compliance with various legislative requirements across the Asia Pacific Region
Ensure compliance with legislative requirements on software licencing
Review outstanding tickets assigned to individual to be reviewed, updated and reported
Relevant tertiary qualification
Excellent communications with keen technical understanding of appropriate Helpdesk and LAN/WAN technologies
Experience in service provision
Minimum of 2 years relevant systems support, helpdesk, training or other computer related experience
Experience with Windows OS and MS Office is a must
Experience with Apple systems is an asset
ITIL certification is a plus
Fluency in spoken and written English and Chinese are mandatory, Mandarin is an asset

Operations Analyst Resume Examples & Samples

Research and prepare all Manual Invoice Requests
Research and prepare Credits/Allowances
Process Storage Charges
Maintain Monthy Shipping and On Order Report
Analyze Price Exception Report to ensure proper invoicing
Resolve all pricing discrepancies with licenssees and production
Work with Licensees and Sourcing to resolve all Product Claims
Resolve system issues
Support Sales, APC, and Production teams with any operatonal issues
Special projects
3+ years prior work experience in a related field
Extremely organized
Knowledge of ACS
Knowledge of Excel
Prioritize
Intermediate mathematical skills - Ability to calculate figures such as discounts, interest, commissions, and percentages. Ability to apply concepts of basic algebra and geometry

Operations Analyst Resume Examples & Samples

Create reports in support of internal and external market participants
Review and maintain security master templates in Wall Street Office and Aladdin databases
Serve as liaison between analyst and rating agencies to facilitate ratings process

Operations Analyst Resume Examples & Samples

Bachelor's Degree in Finance
5 years buy-side experience with global equity trade settlement
Knowledge/experience with Omgeo CTM/Global OASYS
Organized, quantitative, and detail-oriented
Superior computer skills
Knowledge of Eze Castle/Advent Axys

Operations Analyst Resume Examples & Samples

Support in the development of new planning and reporting systems
Identify variances
Budgeting and forecasting
Prepare ad hoc analyses as requested
Participate in completion of monthly balance sheet peer reviews
Bachelor’s Degree or Master’s degree in Finance or Accounting required
3 years of experience or more
Must have strong communication skills
Must be able to travel
Excellent in Microsoft Excel

Operations Analyst Resume Examples & Samples

Validate performance data at Total level, Asset class and Security level. Coordinate with Middle Office, US performance team and with Technology to correct and amend problems within the system
Knowledge on the different Performance methodologies (Dietz, Modified Dietz, True time weighted, etc…)
Assist US Performance team in the production of monthly dispersion analysis reporting
Calculation of composite returns for all regions in the US, analyze and provide comments
Participate in the monthly hedge fund portfolio performance reports
Liaise with third party providers to consolidate index returns and characteristics
Manage multiple financial analysis reporting deadlines with ability to analyze reports and a large amount of data. Develop, manage and analyze large databases of information with attention to detail. Ability to interface with various levels of management and operations
Evaluate different types of performance on a weekly, monthly, quarterly basis: Asset Summary, Cash Flow Analysis, Fee schedule, Interest Summary, Money Market daily balances, Portfolio Performance, Statement Summary, Income Summary, and others. Ability to produce and interpret results from internal and external clients. Ability to foresee and navigate team and business through upcoming issues
Manage deliverables while servicing all ad hoc queries and requests
Graduate in relevant field
IMC / CFA / CIPM level-I would be advantageous
At least 1-2 years experience in an Operations / Banking / Securities Market environment
PC Skills required: MS Excel, MS Word & MS Power Point
This role requires meticulous attention to detail
Uses initiative & readily questions

Operations Analyst Resume Examples & Samples

Producing Control & MIS reports in conjunction with overseas partners
Analyze and validate the data. Coordinate with global business partners to correct and amend data issues within the reports/ databases
Preparation of capacity & MIS reports for the team
Driving the team towards process automation and high level synergy between the teams on either location
Review the KPI's and constantly work on providing a robust KPI for the team
Checking the Risk & Control areas for the process and constantly updating the same for changes if any
Degree (Bachelors OR Masters) in Commerce, Business Administration OR Finance
Minimum 2-4 years of work experience with exposure to reporting and analytics
Excellent verbal and written communication at all levels
Highly energetic, team player and hard working
Quick learner; proven ability to quickly learn the business, the application, and quickly adapt to ever changing priorities
Critical thinking to proactively identify and develop new ideas / innovations / approach that will add values to the business and the team
Ability to understand and articulate business goals
Process Management Skills and experience
Computer Skills: MS Excel, MS Outlook, MS Power Point, MS Access, SQL (preferable)
Have the ability to work independently and to proactively seek guidance from others as needed
Understanding of financial markets (preferable)
Strong knowledge of banking operations
Understanding of troubleshooting client (internal/ external) experience issues and be able to quickly determine sensitivity to business risk

Operations Analyst Resume Examples & Samples

Knowledge of securities industry and back office operations (e.g. options, equities, fixed income, custody services, etc.)
Knowledge of operating and compliance standards and audit requirements of the department
Knowledge of handling/processing FX transactions (Trade Backed FX request)
Investment Banking Operations experience required, Private Banking operations experience would be beneficial
Ability to analyze a process and recommend ways to improve quality, control, and efficiency
Review, monitor and action against daily break, fail and control reports
Follow up with Custodian/Counterparty for the Failed Trades
Manage queries pertaining to Fail trades or breaks including cross border trades
Securities Market
Fixed Income
Equities
Forex
Money Market
Communication – Verbal & Written
Accurate verification and execution of all Trades, Cash and FX instructions received by internal partners within established service level agreements
EOD balancing with custodian / Managing the Funding of Settlement Nostro for various currencies for settlement of Fixed Income and Equity deals
Timely completion of cancellation and correction requests
Respond promptly and accurately requests & inquiries from the Front Office, Client Service, Custodian and external brokers
Follow up with the Custodian / Counterparty for the Failed Trades
To check Pre matched report and settled deals report
Following up with internal / external counterparty for unconfirmed trades
Handle cross border trades and handle queries
Coordinate with the cash management team and the Middle Office team
Regular review of various Business Matrix – KPI, Capacity Report, Error Logs, etc
4/5+ years of Banking / Cash Product / Securities / Processing experience in financial services environment
An acute awareness of the high risk, time critical and complex nature of the Private Banking environment, an ability to work under pressure and to meet tight deadlines is essential
Flexible to work overtime and on holidays
Proficient on Microsoft Word, Excel and Access
A proactive approach to problem solving, taking ownership of issues and having the determination to follow things through
Client centric to provide better service
Good time management skills
Must be very detailed oriented
Excellent written & spoken English communication skills
An appreciation of control and quality issues
Risk awareness

Operations Analyst Resume Examples & Samples

2-4 years of comparable work experience
Deep understanding of equities, bonds and options
Background using systems such as Omgeo, Eze Castle OMS and Bloomberg

Operations Analyst Resume Examples & Samples

Clearly establishes themselves as the Application owner for assigned applications or systems, once officially turned over for Production implementation, resolving incidents by determining and documenting solutions within the enterprise service management tool. Drives recovery efforts according to service level targets. Provides 24-hour support on a rotating schedule
Acts as problem owner for assigned systems and applications, participating in root cause analysis meetings. Fully supports and follows TCF Problem Management processes and procedures
Ensures appropriate documentation exists prior to turnover from development and facilitates this official turnover and associated administrative tasks. Contributes to knowledgebase articles. Creates Runbooks and other documentation for assigned systems and applications
Participates in projects for assigned applications or systems. Ensures documentation is completed and training occurs prior to production acceptance. Follows SDLC processes and procedures, completing required project documents
Assists in improving service delivery and support processes including incident management, problem management, change management, configuration management, availability management, and capacity management
Defines high-level monitoring standards for applications and systems
Supports departmental and corporate goals by meeting key performance indicators and defined metrics. Assists in developing reports to show measures of success
Fully supports and follows TCF Change Management processes and procedures
Two-year college degree with technical emphasis
2-3 years of application support; and,
2-3 years technical support experience
Excellent problem management and customer service skills
Excellent interpersonal, verbal and written communications skills, with the ability to effectively interact with customers at all levels of management
Independent problem solving ability; self-direction based on given job duties and responsibilities
Demonstrated ability to implement automated solutions to manual tasks
Experience with Level 2/3 application support
Experience managing large projects
Process creation experience

Operations Analyst Resume Examples & Samples

Must be a good team player
Knowledge of banking products, systems and processes
Ability to independently problem solve and resolve issues successfully

Operations Analyst Resume Examples & Samples

Processes general ledger journal entries
Loan transfers between source application systems
Charge Offs
Perform analysis on loan transaction histories to resolve disputes
Follows through after research is completed
Follows up and resolve any exceptions
Practices attentive listening to understand the needs of the individuals; communicates effectively so that issues can be resolved
Effectively manage multiple competing priorities
Proficient in Microsoft Word, Excel, and Access
Strong listening skills, communication skills, and presentation skills
Strong understanding of loan systems
Familiar with compliance and servicing regulations and guidelines
Conversant in lending practices and accrual calculations
Commitment to continuous improvement
Familiar with non-performing loans
Is commitment to continuous improvement
Is willing to re-engineer processes from scratch; including working with others, openly accepting suggestions, and using experimentation

Operations Analyst Resume Examples & Samples

1-4 years’ experience at another hedge fund, fund administrator or other service provider with relevant hedge fund industry exposure
Exceptional communication and organizational skills
OTC trade support/confirmation process and/or 40 Act Liquid Alternative Funds experience

Operations Analyst Resume Examples & Samples

Candidate with in depth understanding of Accounting preferred
2-3 years of relevant work experience
US tax- 2
MS Excel– 2

Operations Analyst Resume Examples & Samples

Partners with management and staff to work on planning, implementation of projects that support the operational function
Works individually or with a team in recommending action, scheduling and planning projects, estimating cost and managing projects to completion
LI-KJ1
Bachelor’s Degree in Marketing, Finance or Accounting preferred
2-3 years of business analysis or operations support

Operations Analyst Resume Examples & Samples

Manages functional requirements related to BIN and Numeric Delete process and other ongoing program operational responsibilities
Manages US licensing activities such as weekly approval logs, BIN memo validation, billing, quality control and team workload balancing
Assists Customer Support and Operational staff with specific Level 2 business scenarios and decisions including training on basic functions
Supports on an as needed basis monitoring and quality assessment programs such as business requirements review, quality assurance validation and reporting, Durbin ongoing assessments and various internal audits as assigned
Identifies and resolves work flow issues and refers unusual problems to appropriate specialist or manager for resolution
Assist in implementation of policies and procedures and provides feedback/input on resource requirements and allocation
Works independently and receives minimal guidance
Professionally qualified or equivalent with 5 years professional experience or equivalent combination of education and experience
Working expertise in Microsoft Office, including Outlook, Excel, PowerPoint and Access
Understands and working expertise in Visa databases and workflow tools including VCIS, VCSA, VMM, etc
Working knowledge of the payment industry
Knowledge of E2E licensing process, business drivers, expectations

Operations Analyst Resume Examples & Samples

Deliver insights into the catering operations for the business
Deliver statistical analysis
Support the delivery of campaign/trial business cases
Input to monthly financial reviews and forecasting
Proactively work with the wider business
Previous experience in a similar role
Demonstrable experience analysing large amounts of data
Financial experience desirable

Operations Analyst Resume Examples & Samples

Reporting and Billing: Check, correct, and send monthly/quarterly/annual client investment reports and annual performance reports. Check and approve monthly client billing. Maintain billing software for changes and new client additions
Annual Account Reviews – Complete firm-wide, comprehensive, annual client account reviews that meet compliance standards for all managed and courtesy clients
New Client On-Boarding Process – Prepare, monitor, and control all back-office aspects of new client on-boarding process to ensure an excellent client experience. Set up new clients in Advent/Axys, including reporting and billing, and in our CRM
Account Administration and Data Integrity: Daily reconciliation between the Advent/Axys system and custodians and monthly cost basis reconciliation. Ensure highest quality of data integrity
Client Service Back Up: Provide paperwork support for various Portfolio Managers and Wealth Advisors, as needed, in preparing new account applications and account transfer forms
Compliance – assist with AML/KYC compliance, OFAC reporting, and other regulatory tasks to meet and exceed industry requirements
Research and Projects: Identify firm-wide operational inefficiencies, research potential solutions, present solution proposals to management team, implement new software and/or procedures, and evaluate for effectiveness
Prioritization/ multi-tasking; time management
Work cross-functionally and in teams
High proficiency in Microsoft Office Applications: Word, Excel, PowerPoint
Tech-savvy and quick technology learner

Operations Analyst Resume Examples & Samples

Detail Orientation – Need eye for detail and there is zero tolerance to oversight mistakes
Analytical - Ready to review multiple documents to determine various asset types and find relevant information critical to business
Communication (Spoken – Assertiveness & Written) – Ability to communicate effectively and assist Client Service Specialists with queries/investigations
Actively work with the team to resolve exceptions. Document exceptions and discuss new learning’s with team
Adaptability - Ability to perform in a fast paced environment and handle multiple tasks through effective prioritization
Control orientated and Risk awareness is essential
Candidate with in good understanding of Securities market and various products with an experience of 2+ years of servicing asset types like Equity, Fixed Income, and Hedge Funds etc
MS Excel, Word & Power point – 2
Communication – Spoken & Written – 2

Operations Analyst Resume Examples & Samples

Trade processing, ie, affirmations and settlements of trades booked
Discrepancies investigations and exceptions monitoring for issues resolutions in a timely manner
Provide excellent client service to all our internal and external clients
Participate and/or run projects and initiatives that arises within the team, for eg, process efficiencies exercises

Operations Analyst Resume Examples & Samples

Processing of fax requests received from the Client Service Group
Monitoring of queues and workflows and adhere to multiple cutoffs
Play an active role in user acceptance testing for all technology releases and enhancements
Be part of root cause analysis and other initiatives related to the line of business
Support the team in their mission to provide top quality operations
Establish excellent relationships with various internal departments and external parties with whom interaction is required
Actively work with the team to resolve exceptions. Prepare case notes and discuss learning's with team
Look for opportunities to improve process efficiency
Prior knowledge of SWIFT, FED Wire or any other fund transfer system desirable
Atleast 0-2 years experience in an Operations / Banking / Securities Market environment

Operations Analyst Resume Examples & Samples

Strong systematic troubleshooting, problem solving skills and initiative
Good planning, time management and documentation skills
Ability to multi-task. Easily adapts to changing priorities
Ability to work independently with minimal supervision
Effective communication with team members, internal and external clients
A self-starter with a high degree of personal integrity. Possesses a strong work ethic with a self-imposed desire to exceed everyday expectations
A degree in management information systems, commerce, math and/or science or an equivalent combination of education, experience and training
No less than 1 year of related experience
Basic knowledge of SQL and Microsoft technologies would be beneficial

Operations Analyst Resume Examples & Samples

Provide process focused analytics support to Operations
Analyze all aspects of the operations experience, including but not limited to, customer experience, key contact drivers and servicing performance
Ensure all analysis supports appropriate Operations investment decisions and optimizes Operational expenses
Conduct extensive analysis of performance trends and provide insightful business performance reporting
Adhere to all analytic standards and support all Operational analytic strategies
Conduct Ad-hoc analysis as and when required
Bachelor's degree or equivalent of 4 years of analytics experience
2+ years of analytics experience gained in school or professional career, preferably within the call center or banking environment
6+ months' school/professional experience with SAS BI, PC SAS or SAS Enterprise Guide or equivalent SQL software with experience extracting structured data from an Oracle of similar environment
Experience with Microsoft Office Suite: Word, Excel, Outlook, Power Point
Strong project management, communications, multi-tasking, ability to work independently, relationship management skills are keys to success
Solid understanding of card industry financial P&L drivers and key sensitivities, with business performance reporting experience
Some SAS or SQL data mining skills and advanced skills using spreadsheet and presentation tools
Demonstrated ability to manage complexity and multiple initiatives
Ability to synthesize/analyze diverse information, develop and recommend strategies

Operations Analyst Resume Examples & Samples

Responsible for communications with business units in the support of the EIM DWE/EBI solutions. Roles includes receiving and prioritizing queries, investigation of issues raised through Peregrine tickets , monitoring and resolution of Peregrine tickets as designated first line support of DWE, month end data verification, issuing bulletins to the enterprise user community and data dictionary updates as required
Understanding of Teradata Access Request process and monitors all requests ensuring appropriate manager and Data Steward Approval in place before granting access. Roles and responsibilities forms are completed and filed and training completed before any access is granted must be documented
Achieve the expected SLA with our business users
Taps into the knowledge of internal sources , complementing with knowledge of own area of expertise
Continually enhances skills and builds knowledge in all aspects of the organization , the business and information systems
Business line(s)' business applications/ processes
Different programming languages (e.g. SQL, Cobol, JCL )
Multiple platforms e.g. MVS, Teradata
IT Standards , Methodologies,CMM & audit requirements

Operations Analyst Resume Examples & Samples

HMDA Reporting
Pre-Approval Loan review
Underwriting (Date Entry), Underwriting (Internal Review)
8) Processing/ Production -90% of the daily productive time, 10% - Non BAU activities, Business initiatives, process reporting, process trainings/ huddles
2) Good Analytical skills with an attention to detail, Quick Grasping and Retention
4) Time Management, Flexibility & Adaptability to changes
8) Thinking Strategically - Be able to drive positive changes, promote ownership and demonstrate "My business Mentality"
9) Manages Relationships through inclusivity and is able to actively manage stake holders and demonstrate collaborative team work

Operations Analyst Resume Examples & Samples

Responsible for monitoring systems and operational processing for all of Central Technology and Operations
Ensures key schedules for system availability are met
Maintains daily log of all system disruptions, escalates issues to senior management
May work with clients, management and outside agencies
Responsible for administration of outages, engaging management, GTI, opening tickets, documentation of root cause and communicating with senior management, clients and other banks regarding payment processing issues or transactions
Provide Level 1 Technical Support for production incidents
Escalating issues to Level 2 Support when necessary
Responding timely to all Production tickets
Strong leadership skills to lead a bridge calls or chat conversations to push resolvers for quicker resolution
Proactive, driven, and able to work on their own initiative
Broad based background in technology (Windows, UNIX, Linux, Mainframe, Oracle, SQL)
Experience supporting a diverse distributed computing environment (Windows, Unix, Linux, Mainframe, Oracle, SQL)

Operations Analyst Resume Examples & Samples

Responsible for monitoring systems processing, such as, funds transfer, funds control and database applications, order execution, system level alerts, new client connectivity and exchange connectivity
Participates in and supports all testing initiatives, recovery/implementation events
May maintain and create user profiles and reference/static data
Serve as point of contact for issues from both internal & external clients

Operations Analyst Resume Examples & Samples

Perform document gap analysis by reviewing available documentation and evaluating information available publically or through vendors for multiple Asian jurisdictions
Liaise with sales/client teams to obtain and validate correct documentation
Process KYC/AML by, enriching KYC requests in the system and performing enhanced due diligence as required
Support creation of key business metrics
Liaise with internal departments to support KYC issues
Participate in Remediations, internal/external Audits

Operations Analyst Resume Examples & Samples

Process KYC/AML by evaluating information available publicly or through vendors, enriching KYC requests in the Legal Entity On boarding (LEO) system and performing enhanced due diligence as required
Perform critical risk and control activities including actively identifying and resolving risk (SIAI, PCS etc), assisting in implementing, monitoring and supervising regulatory change, documenting new procedures or changes in existing procedures and providing timely reporting and escalation
Develop and maintain meaningful metrics
Perform other daily tasks such as support ad hoc requests for information (MAS questions, audit inquires etc.) and participate in UAT and efforts to develop robust systems
Face off with business partners, support groups, audit, compliance, business supervision and operational risk and partner with global peers

Operations Analyst Resume Examples & Samples

Knowledge of International/Domestic Banking mainly – Asset transfers, Automated Customer Account Transfer Services (ACATS) & financial services operations
Control Orientation & Risk awareness – Candidate must possess an eye for detail and must be able to create an environment of control and compliance
Contribute to an environment of collaboration and mutual responsibility, overall good team player
Should be creative and innovative; challenges status quo; generates strategic advice/client solutions
Mutual Fund
Flexible to work overtime and in US work hours

Operations Analyst Resume Examples & Samples

Sending of cash flow reports and processing of cash flows with clients handled by team via telephone calls and emails
Prioritize high volumes by risk levels, funding and settlement deadlines, and client needs
Prioritize workload to meet targets and provide the highest possible service to our clients, whilst ensuring daily deadlines are met
Investigate and resolve any cash breaks relevant to the team’s customers
Ensure all controls and procedures are adhered to
Continually review current procedures & processes; suggest and implement ideas to improve the efficiency and quality of work in the group.

Operations Analyst Resume Examples & Samples

Update & follow up daily, weekly & monthly sales trends in order to develop reports & analysis for middle managers to report to top managers
Responsible for the assessment of divisional reports such as: Monthly BE, Financial formats and divisional formats and responsible for delivering reports accurate & on time
Align projects & cycles with Bottler in order to coordinate dates and identify on time alerts or delay issues
Develop taylor-made analysis that ensure operations areas sustainable value captured from insights detected
Review market trends, share analysis & volume performance in order to help middle managers with the Business Cases construction in SSDs or Stills
Ensure that BDB database platform, now new Compass, is align and has the correct info in line with Bottler sales info, so that any KO worker could consult volume, revenue & brands trend with accurate information. Help with the training process of frequently BDB users
Responsible for the development of forecast volume and continue tracking of brand reports & identifying opportunities

Operations Analyst Resume Examples & Samples

Key EMEA point person for supporting partner, internal order management and finance teams with order processing questions
Run business reports and reconcile data between systems using MS Excel
Serve as local system admin/subject matter expert to the vCAN Business Portal application
Support and manage EMEA quarter end activities related to booking orders and serve as key vCAN OPS EMEA contact for escalations and resolution
Perform UAT testing on new features and bug fixes
Report application bugs to vendor
Please note this is a contract role and does not qualify for a Visa**

Operations Analyst Resume Examples & Samples

Compile, review, analyze and distribute data for both standard reports and ad-hoc requests
Identify opportunities to enhance tools to enable higher operating efficiencies, improved data quality and usage
Collaborate effectively with other others
Provide weekly status reports for management
Review results with management, provide training/coaching to address areas of improvement and/or increase tool knowledge/use
Conduct in-depth data analysis, identify trends, provide and/or implement recommendations to improve service level performance
Manage contractual updates in various tools/applications through numerous touch points
Bachelor's Degree with at least 5 years of work experience involving project management, report production, analysis and/or process improvement (or equivalent work experience)
Proficient with standard applications (Outlook, Word, Project, PowerPoint, Excel, Adobe Acrobat, etc.)
Experience with Business Service Insight is preferred
Work experience in the financial industry is preferred
Detail-oriented, results-driven
Must be a self-starter and able to set priorities and manage multiple tasks/projects
Must have strong and effective professional verbal, written and presentation skills for audiences ranging from individual contributor through executive level
Experience working in a global and diverse environment
Works effectively both independently and with team members
Ability to produce high quality and/or final work product under strict deadlines
Ability to adapt quickly in handling evolving tasks with minimal supervision
Maintains a positive attitude in an ever-changing environment

Operations Analyst Resume Examples & Samples

Conduct end-to-end process review to ensure operations are in compliance with policies and standard operating procedures
Provide coordination, analysis and implementation on operational projects around business processes, technology upgrades, management reporting, etc
Proficiency in use of Mandarin would be an advantage. 6. Proficient in PC Knowledge and familiar with Microsoft Excel, Word, PowerPoint and Outlook, etc

Operations Analyst Resume Examples & Samples

Process check disbursements, securities and fund transfers; take action on control reports and wires
Ensure that operational work is accurately and efficiently processed, providing service to clients, and protecting the Firm from financial loss and liability
Resolve all service, administrative and operational problems, while communicating status to Financial Consultants and internal clients
Research and collect unsecured debits
Review and assist in collection procedures
Ensure support staff and FCs understand and follow all rules and regulations of the regulatory agencies as well as Firm policy and procedure
Coordinate branch examinations -- provide records and information requested by examiner
Review branch examinations findings and assist Branch/Ops Manager in responding to and implementing recommendations
Be alert for compliance and client problems, reporting unusual or unethical situations to the Branch/Ops Manager
Assist Operations Manager with administrative and sales support functions to minimize risk and assure efficient client-focused service
Focus on management, compliance, and supervision
Supervise and coordinate Operations support staff work and assignments
Evaluate workloads and problem areas within operations to determine potential reassignments and training
Supervise and cross-train operations staff
Assist Branch Manager in disseminating information at regular branch meetings
Employment functions including interviewing, hiring, coaching, counseling, performance appraisals/disciplinary actions and salary reviews for support staff
Perform all managerial duties delegated by the Branch Manager
Analytical and meticulous
Mature and independent to handle assigned tasks with minimum supervision

Operations Analyst Resume Examples & Samples

Ensures appropriate documentation exists prior to turnover from development, and facilitates the official turnover and associated administrative tasks. Contributes to knowledgebase articles. Creates Runbooks and other documentation for assigned systems and applications
4-6 years of application and technical support
Demonstrated ability to implement automated solutions to manual

Operations Analyst Resume Examples & Samples

Daily oversight and management of the CWM Program Generic mailbox
Supports requests for tenure policy exception for both CWM Contingent and Professional Service (statement of work) Programs
Customer Service Orientation
Excellent follow-through/up
Business and Financial Acumen
Analytical skill set to support CWM projects & strategy

Operations Analyst Resume Examples & Samples

Meeting & Events Approvals, Budgeting & Coordination
REACH Program Coordination & Assistance – Learning and Development
REACH Interview Scheduling & Tracking – Recruiting
Operational Assignments (Operational tasks, CIAB Book creation, subscription management, email distribution management, etc.)
Any other duties commensurate with position or level of responsibility
Experience with Learning and Development, Recruiting, Meeting and Events, Information Reporting, ideal
Self-starter/requires minimal supervision
Solid oral and written communication skills
Technically competent at the desktop level using Word, Excel, PowerPoint and Adobe Acrobat Pro
Re/insurance knowledge, a plus

Operations Analyst Resume Examples & Samples

20% Business Delivery & Operations
Provide input and assist with the implementation of changes to current policies and procedures to mitigate risk for BMO Harris Financial Advisors
Establish and maintain appropriate advisory relationship with operations in BMO Harris Financial Advisors
Establish and maintain appropriate advisory relationship with Regional Sales Managers, Regional Administrative Managers, Financial Advisors and Investment Associates
Review, update and assist in developing BMO Harris Financial Advisors policies and procedures, including participating in forms design and development as required to improve business operations
Coordinate, establish and maintain procedures in conjunction with department management
Assist in and maintain material for training purposes and address any questions to increase overall knowledge across BMO Harris Financial Advisors
80% Risk Management
As a licensed “Principal”, monitor designated work queues for the review and approval of New Account, Account Maintenance and/or Asset Movement activity within departmental procedures and guidelines, ensuring proper documentation has been obtained
Review all new and existing BMO Harris Financial Advisors business for missing and/or inaccurate information to determine if consistent with the firm’s policies and procedures and departmental guidelines
Perform first line AML/CIP monitoring including the verification and documentation of all new customers as it relates to the broker dealer CIP; perform OFAC checks and AML red flag identification prior to account opening; document and log all verifications
Conduct AML sanctions screening and escalation of AML/CIP red flags identified in the account opening process
Perform surveillance and assist in the analysis of various reports to ascertain compliance to broker dealer policies and procedures; perform periodic testing of broker dealer policies and procedures; and, perform additional targeted surveillance when warranted
Monitor work queues to ensure the timely processing and appropriate documentation of direct to fund (DTF) related activities
Assist with error and other problem resolution including the preparation of Letters of Indemnity, as requested or required, for review and approval by department management
Verify that diligence is utilized on all accounts with respect to AML/CIP policy and procedures
Maintain working knowledge and provide back-up support to other Operations or CSU tasks and responsibilities as requested or required
Bachelor’s degree in Finance, Accounting, Business or related field
FINRA Series 7, 24, 63 licenses and other licensees that may be deemed necessary by the business; insurance licensed preferred
Minimum of 3 years Securities and Insurance industry experience
Working understanding of product offering and the financial advisory business
In-depth knowledge of state and federal laws (insurance and securities)
Proficient in Excel, PowerPoint, Word
Ability to overcome sales pressure to approve accounts that are deemed unsuitable for the client or firm
Working ability to analyze quantitative results and model outcomes
Ability to effectively multitask in a fast paced work environment
Effective organizational, decision-making and problem solving skills

Operations Analyst Resume Examples & Samples

Ability to work and communicate with team members
Excellent Customer facing skills and ability to build rapport with clients
Graduate preferably in Finance / Commerce or Accounts
1-2 years of relevant experience would be preferable
GOOD analytical skills

Operations Analyst Resume Examples & Samples

Support the GFX trading business in Asia for GFX products such as FX, NDF and FX Options
Assist in breaks investigations and follow up with relevant teams or counter parties
Assist in confirmation exceptions monitoring and clearing of such exceptions in a timely manner
Provide administrative assistance to the team, which includes adhoc request

Operations Analyst Resume Examples & Samples

Communicate with management on a daily basis to gather needs, present results/recommendations, follow up and provide status
Provide training/coaching to address areas of improvement and/or increase tool knowledge/use
Administer client surveys
Bachelor's Degree with at least 5 years of work experience involving data analysis, business intelligence, service level performance and/or process improvement (or equivalent work experience)
Proficient level of MS Word, PowerPoint and Outlook, with a preference for advanced Excel (VBA) knowledge and skills (formulas, macros)
Knowledge in Oracle Analytics OBIEE, Tableau, Business Service Insight and MS Access is preferred
Excellent research and analytical skills, including the ability to summarize/present results and explain the "story behind the numbers" to staff and management
Visa experience and/or knowledge of the payment solutions industry is preferred
Ability to identify, recommend and implement improvements
Produces high quality and/or final work product under strict deadlines
Adapts quickly in handling evolving tasks with minimal supervision
Maintains a positive attitude in light of business challenges and new tools integration

Operations Analyst Resume Examples & Samples

Strong understanding of Transact business at a fairly detailed level. This includes products, what they do, and how they interact with other products to form a complete system
Create, review, and reconcile sales orders to ensure accuracy between the customer purchase order(s) and contractual agreement(s)
Support the development of metrics to measure, analyze, and recommend improvement strategies on operational processes to include productivity models, resource allocation models, metrics and measures
Present findings to Transact Operations Management regarding key activities, trends, and measures affecting this business and our customers
Provide process and reporting analysis to support the management team in decision making
Create and maintain customer facing quotes and sales orders through the use of Oracle Big Machines. Prepare margin analysis to determine discount eligibility. Validate discount approvals and determine the appropriate resource to approve the discount
Determine how the product/service will be delivered (by Consulting, Support or third party vendor) and confirm when the product/service has been completed. This requires analysis of all fulfillment systems (CRM, Kimble, Payment Gateway, etc.)
Provide assistance to the Consulting team to determine proper product pricing and provide information regarding sales details. This includes project setup in Kimble and timesheet audits, as well as, determining the value of Consulting project change requests
Provide operational support to the Support team by creating cases, determining the severity of the case and assigning the appropriate resource to resolve the case
Receive, review, and set up new projects in Kimble
Prepare weekly and monthly invoicing files from Concur, CRM, Go Sign Me Up, Kimble data to review and prepare Peoplesoft Financials Contracts for billing and revenue recognition
Review and correct interface errors in relation to daily invoicing
Train Consulting and Sales resources on: sales procedures relating to contracts, quotes and orders; Consulting timesheet and expense entry; Consulting forecasting by Project Managers; standard invoicing procedures
Act as a liaison with the Accounting department to resolve any invoicing and revenue related questions
Research customer disputes and provide necessary backup to support invoicing
Provide reporting to Consulting management to determine profitability, project statuses, and projected invoicing
One year of experience in Sales or Client Services Operations
One to two years of Clerical and accounting experience
Strong computer, financial, communication and analytical skills
Experienced Microsoft Excel user
Ability to collect and assess data, and report findings in a clear and concise manner
Ability to work with minimal supervision, use logical judgement in decision-making, and solve complex problems
Strong interpersonal and written and oral communication skills. Ability to interact with all levels of internal clients and external vendors

Operations Analyst Resume Examples & Samples

Conduct and oversee requirementsgathering, functional analysis, design activities related to business processes
Provide detailed analysis ofprocesses and workflows with suggestions for improvement
Provide ongoing business processstandardization and re-engineering
Identify areas where technologycan lead to increased efficiency and productivity
Understand the functionsconstraints imposed by current systems
Must be willing to traveldomestically
3 years of experience as a business processanalyst, project manager or consultant
Proficient in process improvement methods (e.g.process mapping, measurement system analysis, time study, standard work
Experience in analyzing or modeling businessprocesses and data using a variety of tools and techniques (Visio, Minitab andadvanced Excel skills) and other computer applications, such as MicrosoftOffice.software products
Excellent analytical, organizational and problemsolving and conceptual skills
Proven facilitation skills with previous experiencedesigning workshops, facilitating group sessions and working with teams to gaincrucial input from key contributors
Exceptional interpersonal, written and verbalcommunication skills and the ability to communicate appropriately with alllevels of the organization, including Executive Management
Abilityto present and discuss technical, functional and management information in aclear and concise way that explains complex topics, is persuasive and promotesconsensus
Lean or Greenbelt Six Sigma Certificationpreferred
Bachelor’sdegree required

Operations Analyst Resume Examples & Samples

Has proven ability to set and deliver upon priorities within busy, shifting environment
Strong customer service
5 years of relevant experience required

Operations Analyst Resume Examples & Samples

1+ year of post Undergraduate experience in the Financial industry
Bachelor's Degree in Economics and/or Finance
Basic knowledge of Hedge Fund Operations
Previous experience with Reconciliations and Settlements
Understanding of Financial and Accounting principles
Solid problem solving and investigative skills

Operations Analyst Resume Examples & Samples

Responsible for ongoing support of key Wealth Management services
Work closely with delivery teams to ensure technology changes and projects adhere to standards and governance required to be accepted in Production
Plan and execute operations initiated projects
Perform BCP/ DR exercises to continue to maintain service resiliency and redundancy
Effectively manage relationships and services delivered by third parties
Excellent problem solving skills - ability to quickly understand complex system and business rules
Excellent communication skills, both verbal and written. Display strong customer service focus and the ability to deliver quality support
Flexibility to take on-call support and weekend work as required in a demanding support position
Previous experience in Superannuation and/or Insurance Industry a plus

Operations Analyst Resume Examples & Samples

Identify efficiencies based on data research and provide recommendations for improvement
Perform analysis to identify opportunities for revenue assurance and quality assurance efficiency
Evaluate research and analyze data for commercial order operations
Audit data for accuracy, quality and revenue assurance improvement
Assist with data analysis to improve operation including uncovering data anomalies and performing research of other forms of key operational data
Ability to draw conclusions and make recommendations based on evaluation of data
Create ad-hoc extracts/reports/presentations using various tools to meet internal needs
Assist with annual/monthly budget and outlook process for Order Operations including expense analysis
Assist with reconciliation and analysis of headcount including modeling based on volumes
Evaluate findings, using knowledge of workflows and operating practices
Accountability for accuracy in the reports generated as well as an understanding of the contents to support the documentation
Analyze data, make recommendations and provide statistical support to management as needed
Create queries in SalesForce to extract required data
Use advanced statistical formulas and programming in Microsoft Excel, MS Access and other relationship database applications in analyzing data
Ability to multi-task working on multiple projects consecutively
Ability to work well with general supervision and work independently with understanding when to escalate/communicate with management as needed
Ensure a high degree of data integrity from reporting tools as decisions are made based upon report content
Ensure accuracy on production reports created by understanding the sources of data from related areas and being able to support the results
Working knowledge of SQL is a benefit
3-5 years in comparable position
Working knowledge of internal controls

100

Operations Analyst Resume Examples & Samples

Monitor counterparty exposure, ISDA terms and excess cash/collateral
Monitor FX-hedging program for all managed accounts
Assist with nightly pricing of all fixed income securities for the platform
Must have working knowledge of general business, computer skills, and performance analysis techniques
Detail-oriented and organized; experience in project management a plus

101

Operations Analyst Resume Examples & Samples

Manage daily output reports for the distribution center, including daily dash
Deliver weekly reporting on on-time shipments and drop for ship forecast analysis. Investigate and report on anomalies or outliers on these reports
Document processes and develop tools and reporting
College Degree and 1-2 years of experience in Supply Chain Management
Self-starter, can work independently with minimal direction
Strong attention to detail, ability to connect the details back to the big picture and assess the impact
Able to exert tactful influence in a matrix organization - must be a strong team player and communicator
Strong analytical skills - enjoys working with data and numbers
Extremely well organized, able to develop succinct reports and tailor data to various audiences
Skilled at developing processes and structure while remaining flexible to business needs
Able to react quickly to changing priorities is required
Capable of scaling in Crocs organization and willing to take on additional project work as part of the learning process
Microsoft Access and/or Cognos a plus
Minimum 6 months experience working in administrative department
Must have worked as an employee of Intellisource and/or Select Staffing in the Crocs warehouse for a minimum of 6 months
Can demonstrate full knowledge in assigned department
Maintained or exceeded assigned departmental performance standards
Maintained or exceeded assigned departmental accuracy standards
No more than 5 unexcused absences during tenure with Select Staffing
Able to train others in job functions
Able to train and guide others through technology systems that drive function

102

Operations Analyst Resume Examples & Samples

Day to day running of operational duties across Prepaid Services and Commercial cards MENAPT
Knowledge of debit and credit card products and processes
Vendor management experience
Customer Service / Oversight and Management experience

103

Operations Analyst Resume Examples & Samples

Conduct and oversee requirements gathering, functional analysis, design activities related to business processes
Provide detailed analysis of processes and workflows with suggestions for improvement
Provide ongoing business process standardization and re-engineering
Identify areas where technology can lead to increased efficiency and productivity
Understand the functions constraints imposed by current systems
Must be willing to travel domestically
3 years of experience as a business process analyst, project manager or consultant
Proficient in process improvement methods (e.g. process mapping, measurement system analysis, time study, standard work
Experience in analyzing or modeling business processes and data using a variety of tools and techniques (Visio, Minitab and advanced Excel skills) and other computer applications, such as Microsoft Office.software products
Excellent analytical, organizational and problem solving and conceptual skills
Proven facilitation skills with previous experience designing workshops, facilitating group sessions and working with teams to gain crucial input from key contributors
Exceptional interpersonal, written and verbal communication skills and the ability to communicate appropriately with all levels of the organization, including Executive Management
Ability to present and discuss technical, functional and management information in a clear and concise way that explains complex topics, is persuasive and promotes consensus
Lean or Greenbelt Six Sigma Certification preferred

104

Operations Analyst Resume Examples & Samples

Perform review of associates work at the direction of the manager
Work on special projects at the direction of the manager (i.e. client conversions, audits)
Demonstrates ability to work in a high pressure deadline-oriented environment
Demonstrates ability to process data accurately, while performing multiple tasks, under tight time constraints
Demonstrates ability and knowledge to perform multiple roles within a team
Advanced knowledge of Microsoft Office products, highly proficient with excel
Demonstrates intermediate problem solving skills
Demonstrates ability to actively participate or lead team activities or work inititiatives
Demonstrates ability to perform job functions with numerous interruptions
Demonstrates excellent analytical skills and problem solving skills
Demonstrates ability to effectively participate in business partner meetings

105

Operations Analyst Resume Examples & Samples

Manage daily operation of the Service Provider
Ensure all order and queries and processed
Work closely within the Order to Cash team
Track daily operations and issues
BS/BA degree, applicable certification or equivalent related experience required
Order operations experience
Order to cash experience
Strong focus on Quality and high attention to detail
Excellent knowledge of Microsoft (MS) Office
Strong training and presentation skills
Creative problem solver and good interpersonal skills
Minimum of 1 years' experience in a similar position

106

Operations Analyst Resume Examples & Samples

Perform a critical control function by reviewing and approving all derivative trade confirmations in accordance with the TD Securities Confirmation policy and procedures and with ISDA (International Swaps and Derivatives Association) documentation standards
Act as a key resource / subject matter expert on derivative confirmation documentation, processes, workflows, systems/applications, and regulatory functions
Ensure strict compliance with the requirements of various regulatory bodies, particularly in the areas of trade reporting, timely confirmations and record-keeping
Intra-day review of applicable Confirmation tracking queues within various systems to ensure appropriate steps are taken to mitigate operational risk
Promptly investigate and resolve all documentation issues and escalate as appropriate
Develop a network of contacts throughout the banking industry and act as consultant to the different groups within the Bank, such as the Front Office, Back Office, Treasury Documentation, Legal and Compliance to ensure cooperation, effective negotiation and coordination of efforts in the issuance and/or resolution of disputes in the confirmation process
Keep abreast with new developments in the derivatives industry particularly as they relate to new derivative products, documentation conventions and industry best practices
Proactively identify opportunities to automate and improve the confirmation process; actively participate in developing, testing, and implementing new or enhanced processes and other process improvement initiatives
Review and update department's procedures, ensuring all departmental functions are captured and documented
Participate fully as a member of the Team, providing guidance and assistance to other Confirmation Officers when necessary
Possess strong knowledge of exchange-OTC and OTC derivative products, confirmation and ISDA protocols to ensure minimal risk from use of complex derivative products
Strong quantitative, analytical, and problem-solving skills; ability to see the "big picture" in a complex environment
Keen attention to detail and high personal standards for accuracy
Excellent verbal and written communication skills and interpersonal skills coupled with excellent customer service skills. Comfortable and confident interacting with all levels of employees in various areas, with proven ability to build strong relationships with business partners
Possess a strong willingness to learn
Demonstrated skills in influencing, negotiating, critical thinking and multi-tasking
Strong organizational and time-management skills; ability to establish priorities and meet deadlines
Ability to work in a high pressure environment while ensuring work is of high quality
Ability to adapt to change
Work independently, with minimal supervision and as part of a team
Strong working knowledge of Microsoft Office 2010, particularly Excel, Word, Outlook and Visual Basic
Familiarity with the following applications is an advantage: Calypso, Summit, Darwin, and Scrittura

107

Operations Analyst Resume Examples & Samples

Exquisite Customer Service skills
Must be willing to work in a high volume call center environment
Must be willing to learn mortgage
Must be willing to work shift hours which can include night hours and some Saturdays

108

Operations Analyst Resume Examples & Samples

Ensure adherence to established procedures as well as audit and control policies
Gain an in-depth understanding of Direct & Global Custody Issuer servicing
Interface with all operational units across Citi where necessary to meet servicing needs
Research and Respond to Complex inquiries in an appropriate and timely manner, meeting high quality service standards and escalating where to management when required
Collaborate with process documentation, gap analysis, MIS, data mapping, and process and workflows improvement efforts
Account reconciliation: Ensure the Finance system are in line with the firms books and records
Customer Service: Work closely with the customer on any operational issues related to their account, including settlement issues, Principal and Interest questions, and corporate action issues
Trade booking: Monitor clients trading activity and book trades to the client’s account where necessary
Cash payments: Process and approve cash payments initiated on behalf of our clients, ensuring all firm requirements are satisfied prior to making the payment
Bachelor's Degree (Majors in Business, Finance, Economics or Mathematics preferred); or equivalent work experience
Securities experience desirable
Client Management focused
Strong interpersonal, analytical, time management and problem solving skills
Organized, detail oriented, tenacious, multi-task solution focused
Adaptability- Quickly learn and share new processes
Proficient PC skills: MS Word, MS Excel, MS Access is desirable
Enthusiastic learner
Must be able to work overtime and may work US Holidays
Data Entry skills: 50 WPM or better
Knowledge of MS database desirable
Maintain and improve customer satisfaction
Proven history of timeliness and accuracy

109

Operations Analyst Resume Examples & Samples

Requires SQL 1+ years experience
Requires VBA for Excel 1+ years experience
Requires 1+ years of Data Analysis experiecne
Preferred 1+ years mortgage servicing experience
Preferred 1+ years FCRA experience
Preferred 1+ years Metro II format experience
Prefer familiarity with business application including; Mortgage, Card

110

Operations Analyst Resume Examples & Samples

Maximise availability and productive hours, therefore enhancing revenue opportunities
React and respond to business needs, adjusting resources when required, highlighting opportunities to move resource both within and to assist other departments
Responsible for maintenance of MU’s areas on IEX. Example – Setting up new Management Units or movement of resource within Management Units
Responsible for producing & maintaining all desktop & procedural documentation, ensuring compliance with control & audit guidelines

111

Operations Analyst Resume Examples & Samples

2-4 years of relevant work experience
Accounting- 2
MS Excel – 2

112

Operations Analyst Resume Examples & Samples

Actual vs plan weekly and monthly financial analysis at SL/Sector/ Area level
Analyse month-to-go and year-to-go expectations regarding plan achievement - prepare the analysis
Research forecast and prepare and plan analytical information and communicate to SL/sectors/locations and finance
Prepare various reports related to sales and pipeline and present to the leadership team
Prepare weekly and monthly presentations to the leadership team which will provide the overview/insight on actual vs plan results
Provide the ideas, take initiatives and be proactive regarding the view/graphs/tables for presentation
Work and communicate with SL/areas/regions in order to collect commentary, explanations, and clarifications on analysing information
Knowledge in Engagement monitoring
Experience in Engagement Finance Monitoring and reviews
Understanding of EY business model
Sound knowledge on Engagement economics concepts like TER, TNR, Invoicing etc
Knowledge of EY financial metrics, business drivers and their dependences
Strong technical skills with the ability to analyse, problems design and implement solutions independently
Advanced Excel and PowerPoint skills- Pivot, VLOOKUP, and ability to manipulate and draw trends from vast amounts of data
Highly team oriented approach, with flexibility regarding tasks undertaken and the ability to prioritize a number of conflicting demands to meet exacting deadlines
Willing to work in shifts

113

Operations Analyst Resume Examples & Samples

B.S./B.A. degree required
Experience at Hedge Funds that trade multiple security types
Buy-side experience preferred
Credit and Equity derivatives knowledge (CDS background preferred)
Familiarity with daily cash, position, and P&L reconciliations
Ability to trade entry and settlement
Perform trade confirmations, swap affirmations and allocations
Security valuation and maintenance of security master
Maintain data integrity across systems and reports
Systems – Tradar, Bloomberg, ICELink
Solid Microsoft Office skills, especially Excel

114

Operations Analyst Resume Examples & Samples

Use problem solving and analytical skills in order to determine the most effective means of increasing ROI for the company and advertiser
Provide forecasting reports, status updates, and progress reports to the relevant internal groups
Work closely with internal groups such as Publisher Services, AdSales, Strategy, Technology and Product Management
Devise and assist with the execution of performance led strategies, ensuring key advertiser goals are met
Provide pricing and inventory guidelines for all offerings on the Millennial Media platform as part of the pre-sales process
Execute campaigns across Millennials proprietary adserver and programmatic campaigns across Millennials DSP

115

Operations Analyst Resume Examples & Samples

Index and Benchmark
Sourcing Index and Benchmark Data from a series of Vendors, updating the same and their appropriate linkage to the respective client account, Maintenance of their values from Vendors in a timely manner, Manage exception and control checks
Index and Benchmark setup
Setting up Indices and Benchmark data on the IP and B-One, and eventually on IBEX which would be the Golden source of Index and Benchmark database
Active participation in technology calls by giving ideas for enhancing the business rules
Ability to suggest quick manual work around solutions for meeting the immediate front office/middle business requirements till such time the technology solution comes in place
Partnering with various vendors through calls and review sessions for business rules enhancements
Knowledge of regulations impacting the Market, reference data and pricing functions
Ability to comprehend the upstream
Interact with different stakeholders, Operations and Technology Team to resolve process issues and play key role in adding process controls and efficiencies
Maintain high hygiene standards in the team and ensure team follows all process controls with no lapses
Ability to comprehend the upstream and downstream impact of any Data activity, along with the Risk and controls associated to the same
Have a better understanding of all the Risk and Controls, and should be able to lead the Risk and Control self assessment for the process
Have a proactive approach to problem solving, taking ownership of issues and having the determination to bring the issues to the closure
Identify process improvement opportunities and record the hard or soft saves
Developing of individual scorecards and provide monthly feed backs to improve performance
Actively participate and manage global & local initiatives
Identify & escalate issues, exceptions, procedure gaps to supervisor in a timely manner
Responsible for MIS reporting in a timely manner, Data Analysis & preparing Business Reviews on a regular basis
Ability to suggest quick manual work around solutions for meeting the immediate front office/middle business requirements till such time the technology solution comes in Place
Timely reporting of process metrics and constantly increases the targets to achieve efficiency
Ability to form strong relationships and partnerships
Maintain over 99.5% internal and 100% external accuracy at team level on a consistent basis
Achieve daily production targets on a consistent basis and turnaround Priority reviews within the stipulated timelines
Partnering with various Teams, Departments and stakeholders through Meetings, calls and review sessions for business rules enhancements
Facilitate training and development for team members and peers
Learning the process and exception scenarios in a crashed timeframe
Better Knowledge of regulations impacting the reference data, Client, Account and Product level data
Should have good Grasping power, able to learn faster and conduct training sessions of all the learnings to the new joiners
2 – 4 years of experience in Operations preferably in Client, reference, Securities, or Market data & pricing functions
Preferably Subject Matter Expert on Client, Account, Product and Hierarchy data
Project Management - Timely Execution of Projects
Domain Expertise
Communication - 1. Presentation skills 2. Being able to deliver message effectively
Value creator
Good knowledge of products and markets Definitions

116

Operations Analyst Resume Examples & Samples

Performing Quality Assurance on KYC due diligence on prospective clients
Reviewing classification of the prospective client and confirm that the risk rating is applied correctly by the front office
Liaising with internal clients regionally to rectify deficiencies in KYC submitted. Ensuring all missing documentation is managed, reported on, and escalated appropriately
Liaising with Legal/Compliance to validate any legal documentation presented for Private Investment Company/Trust accounts
Performing Quality Assurance on revised KYC due diligence for existing clients
Quality Control on front office staff responses to transactional activity alerts using existing due diligence on file
Assisting in ad-hoc account opening or due diligence projects, particularly focusing on Politically Exposed Persons
Assisting with the KYC periodic review programme
Aiding with strategic projects, including implementing global initiatives to enhance the on-boarding model
Follow up on any outstanding issues by liaising with the referral officers
Close interaction with TCS EServe, Sales and Compliance for transaction processing, status updates, investigations etc
Management of documentation packs received from clients
Tracking of incoming requests in line with MIS requirements
Ensure you are fully aware of personal and departmental objectives making maximum contribution towards achieving these goals when opportunities arise
Work /assist with ad hoc projects which may be required from time to time, working to meet agreed deadlines

117

Operations Analyst Resume Examples & Samples

Responsible for ensuring the client’s collateral is released after the loan is paid in full
Processes the release of the bank’s lien position for loans secured by real estate, aircraft, marine vessels, marketable securities and fine art along with loan documents for loans that have been repaid
Performs research of prior paid loans with predecessor banks
Partners with legal department on the release of complex collateral
May assist in designing, documenting, implementing and monitoring of new processes
Full working knowledge of operations environment acquired through experience in an operations environment and on the job training
Knowledge of AFS Loan System, BOSS, GFS CCA
Practical understanding of credit structures, documentation and loan accounting principles
Attention to detail, ability to multi-task, time management, self-starter and ability to function independently
Savvy PC skills including ability to navigate through on-line county websites
Collateral documentation experience
Knowledge of mortgage related documentation including mortgage instruments, title policies and mortgage releases
Title Company or Paralegal experience

118

Operations Analyst Resume Examples & Samples

Hands on experience in extensively using Framwork Manager and Reports Studio, Data Modeling
Experience in defining and executing unit testing, User acceptance testing
Experience in working with large projects and large project teams
Proven success record – delivering on time and on budget
Experience and success record in delivering complex, scalable, applications deployed to large user base
Experience in developing and deploying BI solutions in different industries (healthcare, manufacturing, banking, etc)

119

Operations Analyst Resume Examples & Samples

Requires 3+ years investment industry knowledge
Prefer experience with operational controls in an Risk & Control Self Assessment (RCSA) testing environment
Requires strong project management skills, ability to work independently and attention to detail
Must have ability to use independent judgment and willingness to dig deep into details of projects
Excellent verbal and written skills with a proven ability to work with all levels of personnel including senior management
Experience with Microsoft Products, Word, Excel, PowerPoint, etc
Ability to organize information in a concise and user friendly way
Ability to effectively build relationships and partner with the field

120

Operations Analyst Resume Examples & Samples

Assist IT Department with controlling expenses activities to reach the financial objectives
Work closely with IT VP and support with any ad-hoc report required
Support the 3 year strategic plan and annual budgeting process
Run pre-defined daily, weekly, and monthly reports (e.g., budget, dashboards, Opex, labor, Capex)
Collect key data elements from various origins (e.g., SAP/BW, Hyperion, InfoShip, spreadsheets, customers’ systems, and manually captured data)
IT expenses monitoring versus monthly budget and forecast. Preparing a variance report identifying root causes
Use MS Access and Excel to compile, analyze, and summarize data
Analyze data for the following: problem identification, root cause identification, trends, measurement of key processes, improvement opportunities
Prepare analyses and presentations regarding specific topics as requested by supervisors
Work closely with accounting to ensure monthly accruals, re-classes and cross charges are completed
Coordinate with accounting department to ensure effective, accurate and timely reporting
Identify issues that impact IT expenses. Identify solutions
Support and assist project teams focused on IT’s projects

121

Operations Analyst Resume Examples & Samples

Experience analyzing and auditing records and workflow
Experience auditing employees to ensure compliance with Department of Labor (DOL), Affordable Care Act (ACA), and other NY State employment regulations
Prior human resources experience

122

Operations Analyst Resume Examples & Samples

Be a dedicated partner support analyst for high level escalations and research ¿ operations liaison to Client Experience
Have a focus on Customer Support with escalations from external partners (verbal and email)
Research and resolve complex account and customer issues (verbal and email)
Internal/External Partner Support Meetings
Support Process Review/Documentation of processes
Be responsible for the management of partner level email support boxes
Report to leadership support needs of internal and external partners

123

Operations Analyst Resume Examples & Samples

Bachelor's degree in Business, It or a related discipline completed
Information Technology Infrastructure Library Foundation Certificate (ITIL) is a plus
Related management or leadership course work is beneficial
5+ years working in a level 1 environment
Past leadership experience is beneficial
Proficient in Microsoft office
Demonstrated ability creating process and documentation for a level 1 team
The ability to prioritize critical tasks and coordinate with staff to accomplish them under duress
Ability to adapt to shift work (off hours/weekend work) - this position requires 6PM - 6 AM availability (Graveyard shift)
A strong technical aptitude and excellent communication skills. Demonstrated ability to bridge the gap between Customer Support, Management and staff
Emerging leadership skills and a strong technical background in Windows or Linux

124

Operations Analyst Resume Examples & Samples

Pricing of equities, fixed income, derivatives, hedge funds etc from Bloomberg, S&P, IDC, CITCO etc
Knowledge of regulations impacting the reference data and pricing functions
Knowledge and understanding of Trade life cycle
Assertive in giving feedbacks and communication
2 – 4 years of experience in Securities Operations preferably in reference data & pricing functions

125

Operations Analyst Resume Examples & Samples

Maintaining an inventory of all CWM Operation's procedures
Maintaining version history including a summary of updates, revisions and deletions
Coordinating annual CWM Operation procedure reviews inline with Risk & Control Self-Assessment (RCSA) requirements
Ensuring proper approval of procedures has been received prior to publishing
Maintaining the CWM Operations procedure intranet site
Perform training to CWM Operations associates regarding procedure guidelines
Ensuring Action Plan closures include updating procedures where applicable
Performing process control audits to identify areas of improvement within CWM Operations procedures
Provide management reporting on the monthly Operation Risk Management meeting
Requires 5 years investment industry knowledge
Prefer project management experience
Prefer expertise in Excel and PowerPoint

126

Operations Analyst Resume Examples & Samples

3-5 years mortgage processing, underwriting and/or audit/quality control experience
Ability to demonstrate Intermediate proficiency of Federal and State regulatory requirements
Detail oriented with ability to set goals, meet objectives, take initiative and complete tasks within deadlines
Must have organizational, planning and problem solving skills
Flexible / Adaptable
Analytical / Critical thinking - be able to anticipate problems and resolve early
Operational Risk knowledge preferred
MS Access / Excel / Word intermediate level
Bachelors Degree is a must
Ability to make independent decisions
Process/Ops Management Skills and experience
PC Skills required: MS Word, MS Excel, Lotus Notes, MS Power Point,

127

Operations Analyst Resume Examples & Samples

Project management experience is required to carefully plan, document, track and map out each stage of our resale activations
Effective team builder and communicator, acting as the liaison and working across multiple departments to ensure each project progresses within the targeted timelines and throughout the project
Develops problem solutions by describing process requirements in a work-flowchart and diagram; studying system capabilities; analyzing alternative solutions
Develops project estimates by identifying phases and elements, personnel requirements, and costs
Verifies results by completing quality assurance (QA) tests
Maintains quality service by establishing and enforcing organization standards
Provides reference for team members and customers by writing documentation; providing support and help
Maintains process / metrics / reporting systems by researching and resolving problems; maintaining system integrity and security
Bachelor of Science in Business, Operations, eCommerce, Industrial Engineering, Mathematics preferred or equivalent work experience required
2+ years experience in business operations /process improvement or six sigma
Relevant industry experience: eCommerce, IT/software, web operations
Education or experience in QA Assurance processes (software, IT or manufacturing)
Demonstrated skills in

128

Operations Analyst Resume Examples & Samples

Driving a disciplined methodology and a holistic view for process management
Leading a team of Process Assistants to identify opportunities to mitigate risk, improve the customer experience, create process efficiencies, improve controls and create/enhance process documentation through process mapping activities
Partnering with Operations leaders and CSD support groups to develop and execute solutions for opportunities identified
Partner with Operations and Business Partners to implement changes that introduce a material reduction in resolution timeliness for Cardholders
Partner with Specialty Operations Leadership to create and implement short and long-term strategic plans
Assists in developing, maintaining and improving program policies, strategies, processes and procedures within the assigned function
Ensures timely definition and completion of new strategy initiatives
Collects data prepares and reviews reports and performs analyses using spreadsheet and database tools; makes recommendations to management based on findings
May participate in cross-functional projects
Gathers and organizes pertinent information to aid in systems or business process analysis or defining and executing initiatives

129

Operations Analyst Resume Examples & Samples

Utilize Microsoft Excel for collecting, reviewing and presenting information using pivot tables, formulas, graphs and calculated fields
Prepare team communications such as internal e-mails, notifications, newsletters and infographics, with responsibility for content management and storage
Create engaging and informative presentations for team meetings, training material and business reviews using Microsoft PowerPoint
Updating system information in the TA database to facilitate the TA team, reporting needs, data integrity and new settings
Participate in calls and meetings by preparing an agenda, documenting action items and providing follow up
Collaborate with colleagues to identify opportunities for improvements and to cultivate solutions, in harmony with TA goals & objectives
Active Learning - Demonstrating passion for new information, knowledge, and experiences; regularly seeking and capitalizing on learning opportunities; quickly assimilating and applying new information
Passion for Results - Driving high standards for individual, team, and organizational accomplishment; tenaciously working to meet or exceed challenging goals; deriving satisfaction from goal achievement and continuous improvement
Planning and Organizing - Establishing courses of action for self and others to ensure that work is completed efficiently
Information Monitoring - Setting up ongoing procedures to collect and review information needed to manage an organization or ongoing activities within it
Communication - Clearly conveying information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message

130

Operations Analyst Resume Examples & Samples

Manage regulatory and business processes to protect the business and increase the effectiveness and efficiency of Wealth Management’s front-office business lines. Such services include
Provide ongoing support of operational solutions that assist with product delivery, improve the effectiveness of the branch network and/or improve the client experience
Consistently ensure that proper reporting, regulatory and compliance requirements/issues are being managed and delivered within the required time frames
Assist in providing educational, training, support material and guidance on AML/ATF, IIROC Rule 1300, QI, FATCA and Document Deficient account opening documentation and other related requirements
Develop and maintain relationships with internal and external partners
AML/ATF, tax reporting, IIROC Rule 1300, QI, MFDA & IIROC requirements in the wealth management industry
In-depth knowledge of the completion of industry forms relating to AML/QI/IIROC Rule 1300
Detailed knowledge of operational processes used in support of Wealth Management’s businesses
Technical understanding of the Broadridge BPS & Dataphile systems
Broad understanding of the different systems and technology used by Wealth Management firms (OAM, COLD, Access, Excel)
Technical knowledge of the policies, processes and procedures used within Wealth Management businesses (e.g. brokerage, trust, investment counsel, mutual funds and private banking)
The ability to manage projects, juggle multiple priorities and manage deadlines; and
Strong communication and collaborative work skills
Highly developed results orientation ensuring effective use of resources in meeting project timelines and budgets
Effective execution skills to ensure the successful delivery/implementation of products/systems, processes, policies
Ability to balance and prioritize sometimes competing or conflicting goals of various departments/stakeholders (requires highly developed strategic influencing skills)

131

Operations Analyst Resume Examples & Samples

Ensure the timely and accurate fulfillment of customer orders
Monitor and maintain Production / Customer Purchase Order from Production to Customer
Identify and resolve ASN issues
Identify and resolve size code errors
Assist in and oversee resolving systems data integration issues
Identify root cause of integration issues and recommend process change
ERP System Item Master maintenance
Purchase Order entry
Investigate discrepancies between invoicing and product received into inventory
Product and Customer Order Management
Ensure the seamless flow of Merchandise form the Warehouse to RL Canada Customers
Handling and solving account queries
Timely and accurate delivery block removal
Liaise with Production, Account Service, Warehouse, Continuous Improvement and Customers
Provide support with projects and process improvements as required
Degree in business preferred
Past experience in developing processes for on-going activities
1-3 years in Warehouse or Supply Chain experience
Enthusiastic, positive, professional and pro-active service minded attitude
Excellent oral and written communication skills – ability to communicate with people at all levels of the organization
Previous Experience with SAP an Asset
Flexible; handles new challenges with a positive approach
Proficient in Microsoft Power Point, Excel, Word & Outlook
Bi-lingual English/Spanish preferred

132

Operations Analyst Resume Examples & Samples

Relevant experience in corporate credit risk analysis and in some of the above mentioned operational areas
Broad understanding of legal documentation of complex financing structures
Exceptional analytical and strong calculatory capabilities
Strong communication abilities
Excellent English language skills and possibly good language skills in another language such as German, French or Spanish
Intermediate German language skills
Excellent IT-skills (MS-Office incl. Excel)
Strong ability and interest to fit in with a team
Flexibility, proactivity, resilience and commitment

133

Operations Analyst Resume Examples & Samples

All aspects of trade capture for exchange traded derivatives
Identifying and resolving processing exceptions
Manage risk within your role/function
Focus on process improvements, be a part of change management as part of your daily role
Participate in User Acceptance Testing
Display excellent written and verbal communication skills, and communicate ideas succinctly
Self starter able to work independently in a challenging and fast paced environment
Work with stakeholders at multiple levels and build relationships quickly

134

Operations Analyst Resume Examples & Samples

3-5 years ecommerce experience with a major online retailer, or traditional retailer with a significant online presence
5-7 years program/project management experience, with a demonstrated ability to translate business requests into execution in a professional technology organization
Proven sense of high accountability and self-drive to take on and see through big challenges: must be a self-starter and detail oriented
Experience with web content management systems, merchandising and ecommerce tools
Ability to creatively solve challenging business/technology problems
Experience gathering business requirements and turning them into detailed project plans and milestones, and communication of overall project status
Proven ability to work cross functionally to drive the implementation of new processes and policies as well as resolve operational issues
Proficient with Microsoft Office products including Outlook and Excel
A BA/BS degree in technical field or related discipline preferred

135

Operations Analyst Resume Examples & Samples

Preferred – Custody process Three years mortgage knowledge
Preferred – Two or more years Mortgage Banking or Financial Services experience
Preferred – Bachelor Degree or equivalent work experience
Required – Data analysis experience
Required – Data extract and update experience
Required – Intermediate level knowledge of Excel (demonstrable)
Required – Basic MS Access query tool knowledge (demonstrable)
Excellent verbal and written communication skills including ability to communicate with all levels of management and staff; as well as technical and non-technical personnel
Good attention to detail and ability to perform well in a fast-paced environment
Positive attitude and a strong commitment to customer service
Good organizational and prioritization skills
Strong analytical skills, ability to set and achieve challenging goals
Ability to monitor and report operational statistics and management reporting as defined
Solid interpersonal skill; works well within a team environment
Good verbal and written communication skills; excellent telephone etiquette

136

Operations Analyst Resume Examples & Samples

Provide support for application development changes, ensuring operation efficiency and correctness
Assists in the maintenance of all automated systems, keeping technologically current with all announced changes and enhancements
Provide technical assistance, ensuring data processing resources are used most effectively and promoting the use of automation products
Participate in monitoring the requirements of new projects to ascertain whether new or additional equipment is needed and make recommendations to enhance current operation procedures
Provide production support as needed to assist with problem resolution
The incumbent is responsible for acting as liaison between development, data center, vendor and client personnel in order to effectively implement new or enhanced products according to standards
Remotely deploy new applications, updates and patches and version releases to end users, utilizing distribution tools
Assist software developers and system administrators in the deployment of application, operating system upgrade
Learn and utilize Microsoft System Center Configuration to support Business Solution delivery team and users Groups
Assist Information Technology personnel in the deployment of in-house and third party application
Resolves all event management tickets
Provide Reporting to internal clients on Group Memberships, File Access, Devices and Software on the M&T network and Active Directory Reporting to ensure proper separation of duties and recertify file, application and server access for audit purposes
Bachelor's degree and three years of work experience or in lieu of degree seven years of relevant experience or equivalent on work experience
Thorough knowledge of personal computers and software utilized by department
Knowledge of JCL, VSAM File Structure, MVS utilities, and various automation products
Excellent written and oral communication skills. Analytical ability

137

Operations Analyst Resume Examples & Samples

Creates weekly cases, schedules utilizing planning and scheduling of weekly visits, resources and duration of tasks assigned to the client Distribution Centers (38 sites, each with a primary and secondary Tech requirement)
Leads and facilitates client and internal meetings and presentations as required for monthly operational governance
Understands business justification and program prioritization and provides alternative solutions to the customer and management
Monitors SLAs, First Time Fix, Aged Cases
Implements program management practices that result in successful program delivery
Works with customer to determine desired outcomes and approaches
Responsive to customer inquiries regarding program status, approaches, CSLS and technology issues
3 or more years experience in Program Management, Service Delivery, Distribution Centers, OR Dispatch/Field work
Bachelor’s degree in a relevant field or experience equivalent
Experience developing presentation decks, communicating technical information, and ticket review

138

Operations Analyst Resume Examples & Samples

Bachelor’s Degree or equivalent (BBA / BComm/ BA)
High degree of accuracy and ability to analyze large amounts of data
High level of adaptability in a dynamic team environment
Ambitious, results-driven achiever
Conceptual / Strategic thinker
Intermediate to Advanced Excel Skills (Pivot Tables and Macros)

139

Operations Analyst Resume Examples & Samples

Strong PC skills (proficient knowledge of MS Word, Excel, and PowerPoint) Book international & domestic travel arrangements and organize itineraries
Develop and maintain electronic files as needed
Assist with staff onboarding and off boarding which includes requesting equipment setup and system access
Exhibits increased proficiency in duties and expanded knowledge and application of software packages
Knowledge of general office procedures (e.g., filing, correspondence, scheduling)
Ability to adapt procedures, processes and techniques to the completion of assignments
Advanced ability to organize events
Tact and good judgment in confidential situations and proven experience interacting with senior management
At least eight years of secretarial / administrative experience

140

Operations Analyst Resume Examples & Samples

You have at least 4 years of work experience using SQL
You may be asked to demonstrate the ability to write a complex query and speak to the SQL language in depth
You may be asked to explain the differences between the different types of database objects and how they relate to building more efficient queries
Solid skills in database performance factors, monitoring tools and tuning procedures
A solid skill with one or more programming language is preferred
Oracle version 9.x and 10g exposure preferred

141

Operations Analyst Resume Examples & Samples

Assist Optics DC with controlling expenses activities to reach the financial objectives
Work closely with DC Manager and support with any ad-hoc report required
Expenses monitoring versus monthly budget and forecast. Preparing a variance report identifying root causes
Identify issues that impact expenses. Identify solutions
Other duties and responsibilities, as needed

142

Operations Analyst Resume Examples & Samples

Maker/checker for various processes like sales reporting, MAS reporting, EMBS rates maintenance, settlements etc
Performing the Global Rewards settlements function and ensuring no long aging items
Monitoring the GLs and liaising with different departments across business to address various issues/queries/escalations
Managing various control functions like Audit, ADD, eDCFC, Testing etc
Performing timely review of process documents and ensuring they are up to date
Governing and providing guidance and support to the outsourced team in Dalian
Identifying process improvements/gaps to increase efficiency and control
Working on various other Ad hoc requests/projects as required
Proficiency in MS Word and MS Excel
Knowledge in ECS+ will be an added advantage

143

Operations Analyst Resume Examples & Samples

4+ years of experience with Back Office Operations working for either a Prime Broker, Administrator, Hedge Fund, Mutual Fund, Investment Advisor or Financial / Retirement Planner
Prior experience with various products, including: Equities; Fixed Income; Repurchase Agreements; Futures; FX; Mortgages; and Options
Middle / Back Office experience covering: Trade Settlements; Fail Control; Reconciliation of Trade Discrepancies; and, Client Servicing

144

Operations Analyst Resume Examples & Samples

Minimum of 1-2 years of experience in Technology & Operations preferably working on initial level troubleshoot
Broad based background in technology (Windows, UNIX, Linux, Mainframe, Oracle, SQL) and CCB Operations
Process Oriented with excellent analytical (able to identify the problem area) and technical troubleshooting skills
Work with a sense of urgency and attention to detail
Mainframe / Control-M / ORACLE Database / SQL / UNIX / Wintel Experience

145

Operations Analyst Resume Examples & Samples

3-5 years mortgage processing or related experience
Previous pipeline management experience a plus
Basic knowledge around all legal and credit documents

146

Operations Analyst Resume Examples & Samples

Bachelor's degree from four-year University or College or at least 4 years' experience in a similar role
3+ years' experience as a report developer/analyst with SAP Business Objects is required
The ability to work independently and meet deadlines
Experience with Tableau, Graphana, or Microsoft BI is a plus
Ability to write SQL Queries a plus (SAP/BO)
3+ years' of experience with Financial and/or Operational Reporting is required
Strong analytical and problem solving skills and a desire to learn
Strong knowledge of relational database concepts and design
Excellent written and oral communication skills and comfortable interacting with various levels in the organization
Experience leading meetings and hosting presentations
Experience in translating business needs into requirements
Working knowledge in Microsoft Office tools with a focus on PowerPoint and Excel
Limited travel may be required

147

Operations Analyst Resume Examples & Samples

Support operational and system support initiatives via phone, email and in person
Support SalonCentric store leadership with development and documentation of procedures, practices and processes to ensure high quality service and compliance to standards
Collaborate with NOC departments to plan, develop and deploy new processes, procedures applications and enhancements
Encourage and recommend processes and service improvement for stores by building strong cross-functional relationships with all corporate NOC teams.,
Assist with the documentation and remediation of store support training gaps as they are identified
Work with Corporate IT partners on projects as needed
Travel required 0 - 10%
1-2 years of experience in store operations, system support or related field

148

Operations Analyst Resume Examples & Samples

Ensuring timely, complete and accurate processing of transactions (including performing all relevant controls) within own area of responsibility
Ensuring Customer and Internal Stakeholder queries are answered in the most professional and efficient way possible
Supporting customer needs in an efficient, effective and professional manner and handling exceptional requests when required
Reviewing and resolving problems by conducting necessary analyses and communicating resolutions
Servicing specific customer enquiries accurately and in a timely manner in line with departmental standards
Providing a service and interacting with colleagues in line with Deutsche Bank values and policies
Applying all internal and external policies / guidelines in order to meet the requirements of the Regulators
Consistently meeting individual Service Level Agreements (SLAs), Key Performance Indicators (KPIs) and quality measures, while supporting the team in meeting and exceeding overall SLA & KPI metrics
Providing input, as appropriate, to ensure a superior offering in the face of changing client needs and market trends
Using knowledge and experience from own area of responsibility to inform the design and implementation of strategies to eliminate waste and improve efficiency and performance
Working effectively within own team, providing support and guidance to colleagues to create and foster an environment of continuous improvement
Providing ad-hoc support to colleagues and management as required

149

Operations Analyst Resume Examples & Samples

Experience in Loan Documentation
Experience with Loan Collateral and trade processes
Able to explain regulatory requirements

150

Operations Analyst Resume Examples & Samples

Data. You will manage the quality and analysis of the organization’s data
Improve the organization’s efficiency across departments
Manage the implementation and ongoing use of a CRM system
Manage the reporting of effectiveness across the organization’s operations
Having a deep love for data and information
Highly comfortable with Excel
Active learner who is constantly learning and trying new things
The ability to solve complex problems with creative solutions
Excellent interpersonal and people management skills
Effective team member in high-intensity environments and able to thrive under pressure
Studied a quantitative discipline (statistics, business, math, economics, computer science etc.)
Experience with Salesforce, excel macros and pivot tables - R, Python, Matlab or Stata is a plus
Applicants to this job SHOULD send resumes to Lauren.Nystrom@ParkerLynch.com

151

Operations Analyst Resume Examples & Samples

Timely import of client trades and allocation of client activity to facilitate entry into the Bank’s settlement, accounting and client reporting applications
Provide timely responses and resolution to trade booking/settlement issues, positions and cash/cash-flow reconciliation exceptions and general operational queries emanating from the PB business line, GWO, internal support functions or directly from the clients
Reconciliation of all trading and related event activity reflected between front and back office systems and appropriate escalation and resolution of client position and cash discrepancies
Co-ordinating with GWO with regard to trade matching, confirmations and settlement in adherence with local market regulations and internal Bank policies. Ensuring discrepancies are accurately documented, escalated in a timely fashion and resolved while minimizing opportunities for losses
Developing a detailed understanding of each client’s account, actively monitoring the client’s behaviour as it relates to operational activity and escalating appropriately where conditions exist that are considered out of the norm
Ensure the accurate and timely input of static and performance data into the relevant operational applications and platforms in accordance with internal policies, documentation and controls
Documentation of procedures and process flows to help enhance controls and ensure compliance with Bank policies and guidelines
Liase between the FrontOffice and SecOps on issues and Client requests
Building and reinforcing consistency in the service delivery model in accordance with best practices and anticipating client issues, identifying trends and root causes with the objective of developing and executing solutions to strengthen business confidence and increase client satisfaction
At least two years experience in securities or deriviative operations
Previous experience dealing with clients
Be willing to help develop a newly formed organization
Strong organizational skills and works efficiently
Possess strong computer skills, familiarization with Broadridge (BPS/GLOSS), CDSX, DTCC, NEOLink would be an advantage
Effective time management skills with the ability to work quickly within a deadline driven environment
Must be available to work weekday hours from 7:30am until 5:30pm (with some flexibility with earlier starts and later finishes)

152

Operations Analyst Resume Examples & Samples

Reconciling clients firm and client positions on internal systems against agent bank records
Liaising with custodians/brokers whenever necessary to resolve any discrepancies in trades
Regular follow up on trade status with agent banks
Supporting change by assisting in devising and implementing improved processes
Identifying cost saving opportunities in operations processes
Ongoing self development/cross training across the settlement function

153

Operations Analyst Resume Examples & Samples

Address List
AI Online
Client / ILT List
Email List
GAP Address List
GAP - 23A Reporting
GAP Email List
GAP Flash Estimates
Participant Call
Tax Rendering
Vendor QC
E-Delivery Uploads
MOL Daily User Report
Livelink Posting
PCAP Retraction
Minimum 3-5 years of work experience
Understanding of financial markets
Understanding of alternative products and its life cycle
Understanding of troubleshooting client experience issues and be able to quickly determine sensitivity to business risk
Prior exposure to document rendering, management, reconciliation and upload a plus
Experience using MS Access Databases and MS Office Suite (including advanced Excel with macros)

154

Operations Analyst Resume Examples & Samples

Efficiently bringing production issues to resolution through effective online banking troubleshooting methodologies, including customer account issue investigation and triage, clear and concise on-going documentation of resolution efforts, and validation of implemented fixes
Establishing sound, constructive working relationships with development and support teams across the firm, to ensure issues are brought to resolution with the appropriate level of urgency
Communicating clearly and effectively to stakeholders and senior management with respect to the nature, impact and resolution efforts of all critical customer-impacting issues
Participation in quarterly production releases by validating correct functionality of customer-facing products and services, as well as internal support tools post-implementation
Documenting and sharing learned best practices with team members, with respect to troubleshooting and resolution procedures for supported products and services
Participating in an on-call pager rotation
2+ years production support and issue resolution experience, preferably in a banking / payments research and processing field, with familiarity of NACHA regulations and Federal Reserve guidelines
Broad basic knowledge of web payments and web banking products and services
Strong experience in the production / customer support field including incident management, complying with department procedures, positively influencing client relations, and process and quality improvement
Experience working in an environment which requires a dedicated focus on the customer, as well as an understanding of how impact to customers drives prioritization
Ability to handle on-going re-prioritization and effective management of workload based upon changing customer impact and resolution requirements
Ability to multi-task effectively in a fast-paced environment
Experience working in a role which requires 24x7 rotating on-call support
Excellent interpersonal and team player skills
Sound working knowledge of Microsoft Office suite of applications

155

Operations Analyst Resume Examples & Samples

Primary contact person for Issuing function under Chargeback Operations
Responsible for backing up Acquiring function in Chargeback
Manages the team in the absence of Team Manager and being involved in team managements responsibilities
Coordinating with Outsourced partners and making sure cases are filled/ followed up as per association timelines
Coordinates with vendors to participate in UAT testing and Projects/Association Compliance/Ad-hoc activities (Umero fax server migration, DCC, Compliance etc
Developing new hires (Contracts/interns) and TCS/CSIL/CitiPhone/branches etc
Partner in Governance for CSIL and TCS by looking at ways on effective monitoring by migrating to ESMS flow and process streamlining
Actively participating in all new initiatives and backup lead responsibilities like, COB Coordinator, backup for Aquiring, Security Matrix etc

156

Operations Analyst Resume Examples & Samples

manage daily reconciliation of trades, positions, margins and cash versus the exchanges and carry brokers
support daily margining and settlements with exchanges, *carry broker and the firm’s clients
participate in documentation of business requirements and *testing of new processes and systems
internal liaison between the client and Citi Operations
new account set up and mapping
trade clearance including reallocations & transfers
monitoring deliverable positions
exposure monitoring & margin calling
portfolio maintenance
project work

157

Operations Analyst Resume Examples & Samples

Strong interpersonal and team player skills
Strong analytical and writing skills
College Degree preferred or equivalent combination of education and experience

158

Operations Analyst Resume Examples & Samples

Support the separation activities of Prepaid across all International markets
Ensure operational exit is orderly by contributing to discussions with functional teams (Product, Technology, Operations, and Finance etc.) Planning, documenting and executing on exit strategies to support prepaid product
Facilitating discussions in relation operational process changes as a result of vendor, technology or product changes - track and report on a case by case basis
Support operational transition to the new company acting as a point person for Operations and Service issues
Support vendor transition processes
Support MandA requests for data in relation to transition activities
Document any Business Requirements Documents, process diagrams and business cases that support the approval and initiation of key Operational exit projects
Document new and updated processes and procedures for Prepaid Process Manuals
In general, drive process standardisation across International as required
Prepaid Cards knowledge with deep operational experience of the product and technologies involved
Analyzing /preparing process and procedure documentation
Process re-engineering
Strong knowledge of controls and compliance in relation to a cards product
An analytical and methodical approach
Presentation creation and delivery
Process mapping and documenting
Self-motivated and able to demonstrate a high-level of initiative
Experienced in wide-scale change management
Skilled in using MS Office, MS Project and Excel

159

Operations Analyst Resume Examples & Samples

Purchase Order Management. Responsible for issuing, tracking, and reporting against purchase orders to all vendors
Raw Materials Management. Responsible for the raw material inventory and both ordering and receiving trims, sundries, and fabric according to plan
Inventory Integrity. Responsible for the accuracy of all SKUs, UPCs, and BOMs. Inventory between the DC, ERP, and Website must be in sync and accurate. New inventory must be prepped and loaded in order to deliver successful product launches
Reporting. Responsible for reporting on raw material vendor performance, DC performance, and Purchase Order delivery dates
Logistics Oversight. Manage all logistics surrounding the movement of product both inbound and outbound, between warehouses, factories, DC and selling locations
Product, UPC and SKU set up and maintenance. Set up and maintain UPC, SKU and products in the ERP. Oversee and manage all aspects of products in the ERP. Ensure BOMs are 100% accurate and up to date
2+ years of prior experience in operations manufacturing role
Bachelor's Degree (BA) or equivalent from four-year college or university
Strong computer skills to include Excel, MS office, Word, Outlook and relevant ERP applications
High level of analytical thinking and math skills

160

Operations Analyst Resume Examples & Samples

Demonstrate the 5 Keys to a Great Customer Experience to participants and partners on a daily basis
Deliver functional training material in a clear, concise, engaging and interactive manner; oversee the completion of virtual training
Participate in the panel process for lending authority and provide feedback to participants
Quickly learn unfamiliar topics to be able to deliver content with minimal preparation time
Develop training plans in line with recommended curriculum
Stay current and adapt to changes in course content, policies and procedures, and regulations
Continually assess the participants' understanding of course content and change delivery method accordingly
Provide one on one coaching to improve the performance of the training participants
Facilitate pre and post training activities, as applicable
Monitor effectiveness of training program and provide feedback to improve the content or activities
Develop communication plan to deliver frequent progress reports to key clients
Responsible for material production and inventory management, expense reporting, attendance tracking, system access, room coordination and other administration functions
Lead or support projects as assigned in support of NCE goals
Two or more years of Training delivery experience
Knowledge of training methodology, adult learning principles and small group dynamics
Strong facilitation/presentation skills
Proven ability to build strong relationships with business partners
Strong coaching and consulting skills
Ability to work comfortably with large and small groups

161

Operations Analyst Resume Examples & Samples

Monitoring/Investigating transactions held on system queues, which are being held due to insufficient funds
Releasing currency payments adhering to strict deadlines, provided the relevant credit approval/balance check has been authorised/performed
Placing clients funds on overnight deposits
Cancelling Payments
Monitoring overdrafts via reporting
Compiling/Investigating daily quality check reports
Acting as a point of contact for BACS payment files breaching system limits
Dealing with telephone and email queries received from Relationship Management and Customer Service Officers
Liaising with Credit Risk Management and Global Relationship Managers
Interacting closely with other Internal teams such as Payment Investigations and Processing to ensure all transactions are dealt with accurately
Compiling and reconciling monthly quality statistics
Ensuring agreed service standards and standard procedures are strictly adhered to
Conducting daily/weekly/monthly and end of year reporting
Delivering on service level components, and taking personal responsibility for problem resolution
Dealing with escalations in a prompt and efficient manner
Basic analytical skills, with adaptability regarding production problem solving
Excellent communication skills (written/verbal)
The ability to work in fast paced environment and keep pace with technical innovation
Experience working in a pressurised and goal driven environment
Excellent organisation/prioritisation skills and the ability to multi-task within strict deadlines
Strongly client centric oriented, with a strong focus on delivering an exceptional client experience
Strong awareness and appreciation of risk and regulatory issues
Self motivated, proactive and possess an ability to use your own initiative
Willing to work the hours of 11am until 7pm

162

Operations Analyst Resume Examples & Samples

Graduate in Commerce/accounting
2 years and greater experience preferably in the banking Industry. Prior knowledge of Image Retrieval will be added advantage
Have in-depth process knowledge for all the processes & sub processes in order to ensure that issues are resolved with least TAT
Responsible for MIS reporting and sample review of processed work of team members
Be pro-active in identifying issues/risks in the process and effectively manage the controls around them
Provide quick alternative courses of actions
Maintain timeliness on reporting deliverables
Will be involved in periodic training and constant coaching and feedback sessions
Ability to prioritize multiple tasks and work under pressure in a deadline oriented environment
To ensure regular processing and provide additional support on high volume days
Willingness to work in any shifts

163

Operations Analyst Resume Examples & Samples

Bachelor degree in operations management, logistics, supply chain, or related field
3+ years of experience operating in a fast paced distribution environment
Strong experience in all/most aspects of the distribution center, from inbound receiving to outbound logistics
Apparel distribution and manufacturing experience a plus

164

Operations Analyst Resume Examples & Samples

Using SQL to maintain and update charge integrity rules
Uncovering of missed charges and coding variances through the use of applied mathematics
Assistance with making recommendations and implementing solutions
Understanding of revenue cycle and charging process
Understanding of SQL and database structures
Experience with revenue cycle is a plus
Healthcare industry experience is a plus

165

Operations Analyst Resume Examples & Samples

Experience with reporting and financial analysis
Experience developing implementation program plans
Strong PC skills including Microsoft Word and Excel are required

166

Operations Analyst Resume Examples & Samples

Sending Follow-up Mails to Clients
Weekly Status Update Calls with Partners for Invoices above 90 Days
Collection of Target Collection Dates
Co-ordination with Accountants for follow-up of Invoices

167

Operations Analyst Resume Examples & Samples

Analysis of available inventory in reference to available order fulfillment projections
Service level analysis for SLAs/KPI objectives gaps, and associated root-cause and corrective action recommendations
Assist in developing solutions by describing requirements in a work-flowchart and diagram; studying system capabilities; analyzing alternative solutions; preparing system specifications; writing out SOPs
Review data and recommend productivity and efficiency improvements
Track inbound & out transit shipping performance by carrier. Analyze zones and geographical delivery trends and patterns
Assist in developing project estimates by identifying phases and elements, personnel requirements, timelines and costs
Prepares reports by collecting, analyzing, and summarizing data
Coordinates with the Dev. Team to ensure technical issues and problems within operations are being identified, addressed, and resolved in a timely manner
Ability to work effectively in a dynamic, multi-functional and multi-cultural environment
Focus on quality improvement and problem solving
Strong working knowledge of spreadsheets and other data-mining tools
Ability to effectively present information in a formal setting and respond to questions from groups of senior managers, clients, customers, and the general public
Bachelor's degree from a four-year college or university or an equivalent combination of education/training and experience
Two to three (2-3) years of transportation or logistics experience
Ideally has experience in manufacturing supply chain management

168

Operations Analyst Resume Examples & Samples

Act as a primary representative and subject matter expert for each/assigned business area across COLA, providing excellent customer service and expertise while executing short-medium term, non-routine and more complex deliverables within specified parameters and timeframes, enhancing the employee experience
Assist in the review and approval of systems and software access requests ensuring that access levels are appropriate for each system/software and role, retain and file supporting documentation for all requests and approvals. Ensure access levels meet TRMIS governance & best practices – escalate to management when necessary
Make specific recommendations with supporting rational and metrics for potential process improvement initiatives for operational support, working directly with the Operational Support team and management on the effective execution. Position may be directly responsible and/or oversee various improvements performed by lower levels within the team, based upon positions expertise
Provide assistance to the Operations Analyst and Manager Operations for analysis and review of various metrics including tracking and documentation of on/off boarding, system, premises/equipment requests, SLA targets and resourcing, generating monthly dashboards for senior management review
Investigate and resolve issues such as newly requested roles by COLA businesses with various LOB owners to ensure appropriate access levels meet the business needs and internal bank standards
Support implementation and provide recommendations for improvement on strategic premises and equipment plans to facilitate seamless expansion and premises/equipment upgrades to users, advocating synergies and common solutions where possible

169

Operations Analyst Resume Examples & Samples

Excellent understanding of standard software applications
Excellent understanding of Excel formulas, pivot tables, etc
Strong written and oral communications skills

170

Operations Analyst Resume Examples & Samples

0-2
Ensure accurate and timely delivery of services to clients
Ensure specified quality of services at all levels of operations
Supporting, attending and following-up of the respective Team meetings
Generating reports in order to obtain periodic information on the inquiries received
Ensure he/she has assisted in creating proper backups through adequate cross training, within the department
Understand and create a controlled environment in day to day processing
To be responsible for the processes involved in identifying and reconciliation of discrepancies in key control data for the banks
Will be required to perform various processes for UK, Frankfurt, US, and Hong Kong and should be open to work in various shifts
Will be responsible for meeting intraday deadlines and speaking to external Clients

171

Operations Analyst Resume Examples & Samples

Support operations for the hedge fund platform
Support day to day trade operations, including trade review, valuation, reconciliation and collateral management
Set up wires and support cash management activities
Support the internal and external audit, tax and compliance activities with data collection and reporting
Track investment activity on the platform and provide reports to internal and external stakeholders
Support the operations team on on-boarding and off-boarding managed accounts
Review and respond to fund accounting and performance reporting questions on a periodic and ad-hoc basis from various interested parties
Proactively look for means of automation, working within the division to make enhancements to current systems and processes
1-3 years of relevant work experience in the investment industry
Ability to analyze problems and recommend solutions
Strong Microsoft Excel skills required
Works effectively and productively in a team environment
Some experience in finance and knowledge of investments
Major in finance or quantitative subject preferred
Programming skills in VBA, SQL or other languages preferred
Familiarity with database systems preferred
Fund Accounting, Hedge Fund operations or audit experience a plus

172

Operations Analyst Resume Examples & Samples

The Reference Data Specialist is responsible for creating and maintaining client level information
Queries answering and maintains exception reports to ensure data quality within client reference repositories
Engages in BAU issue resolution, issue escalation, and performs UAT testing for enhancements or new databases specific to client reference data
Requires a high degree of discipline and a strong attention to detail
Should be cognizant of client impact and is always ensuring that the data integrity of the client and account information is to the highest possible standard
Serves as the liaison for issue resolution and research relating to client and account information queries
1+ years of Banking / Banking Back office / Securities Processing / treasury experience in automated / process oriented environment
Knowledge of Investment products
Knowledge of the operating and compliance standards and audit requirements of the department
Should be willing to work US hours given the fact that most of the functions are US based, facing off to middle offices and front office support groups

173

Operations Analyst Resume Examples & Samples

Maintain a thorough understanding of mainframe computer operations and working knowledge in JES2/3 environments
Possess excellent technical knowledge of installed computers and peripheral equipment
Have solid operations-related knowledge of mainframe production features and communications networks
Bachelor’s Degree (Computer Science, IS or related)
2+ years of experience as a systems console operator
1+ years of experience with JES/3 and JES/2
Effective written, oral communication and interpersonal skills. Interface with various technical support staffs, vendors, users, and management to report and resolve operation-related problems
Demonstrated record of self-motivation and dependability

174

Operations Analyst Resume Examples & Samples

Management of daily Aon Hewitt Group Trust and Aon Hewitt Collective Trust relationships
Liaising with stakeholders during client investment portfolio transitions
Working with portfolio managers on client investment transactions
Facilitating and ensuring successful completion of client portfolio transactions. Coordinating with client trustee personnel
Assisting investment program managers/client leads with ad-hoc requests for analysis to support client relationships
Ability to handle the daily activity related to monitoring of client investment allocations, interpret dynamic strategy policies, and maintain awareness/understanding of synchronous planned transactions across client portfolios
Basic working knowledge of Bloomberg
Experience with either trust accounting, securities trading, cash flow management, performance calculation/monitoring, or client portfolio reporting
Comfort with managing relationships with external stakeholders, e.g., trustees, custodians and Investment managers
Modeling/VBA knowledge a plus
Candidate for CFA or actuarial certification a plus
Group will also consider career changers with consulting, actuarial or technical experience, and encourages successful candidates with those and similar backgrounds to apply

175

Operations Analyst Resume Examples & Samples

Develop a personal toolbox for navigating Tesla’ data landscape
Understand the factory data flow at a high level and how efficiency metrics are captured
Provide data to various management and engineering teams, in both well designed dashboards and in raw data extracts
Create tools that provide line feedback to teams in real time
Develop auditing reports to test data validity
Identify any gaps in data and work within the system

176

Operations Analyst Resume Examples & Samples

Performing process control audits to identify areas of improvement/validate the control environment (process maps, procedures, Risk & Control Self Assessment (RCSA)
Performing quality assurance of key operational functions such as client fees, interest sweep, Corrections & Remediations
Requires 5 years of experience in either Risk & Control Self Assessment (RCSA), Audit or quality assurance
Requires 5+ years financial services experience, Prefer investment industry knowledge
Prefer experience implementing operational controls in an Risk & Control Self Assessment (RCSA) testing environment
Prefer expertise in Excel, including V-Lookups and Pivot Tables

177

Operations Analyst Resume Examples & Samples

Directs, coordinates, and responds to automation of processes and the building and compiling of databases to support operations work to improve out control environment
Understands business problems and opportunities in the context of the requirements and recommends solution(s) that enable the organization to achieve its goals
Adheres to the recommended Requirements Management Process, practices, and deliverables to support the organizational standards and ensure consistency of deliverables
Confirms that operational processes are executed in a timely manner (backups etc) to ensure system and application service level availability objectives are met
Be able to manage small projects or business enhancements by tracking activities and milestones measured against the agreed goals and document formal changes or procedures
Manages and documents the translation of business needs into requirements to communicate to the project team activities, resources, and deliverables necessary to meet business objectives
Participates in investigations, interviews, and formal or informal requirements gathering sessions to understand stakeholder needs
Investigates operations-related problems/inquiries and recommends and coordinates solutions to address such issues
Keep all stakeholders informed of progress and issues
Establish and publish clear priorities amongst assigned tasks
Report and escalate to management as needed
Possesses a university degree/college diploma and/or 1 to 4 years work experience
Demonstrates good business knowledge of the Finance/Banking industry
Mandatory to have advanced MS Excel and MS Access database experience skills including building macros, databases, using formulas and pivot tables
Demonstrates good writing and documentation skills
Possesses good problem-solving and analytical skills
Demonstrates excellent communication & presenting skills
Communicates easily with stakeholders in varying situations (e.g., one-on-one interviews, formal requirement gathering sessions, etc.)

178

Operations Analyst Resume Examples & Samples

Requires minimum 1 year leadership experience
Background in Training and documentation would be a plus
Minimum of 4 years of banking operations, compliance/legal operations, or case based service operations experience
1-2 years call center experience preferred
Bachelors Degree in related field preferred (Corporate Law, Legal Assistant, Criminal Justice, etc)
Prior experience in high production area preferred
Have excellent attention to detail and concern for all aspects of the job
Adapt to changing needs & deadlines and remain calm when under pressure
Must have the ability to follow complex methods and procedures regarding asset based court orders in diverse routine and non-routine tasks
Prefer familiarity with legal documents such as information subpoenas, restraining notices, levies, garnishments and court orders preferred
Required to demonstrate strong customer service skills suitable for a business environment

179

Operations Analyst Resume Examples & Samples

Participates in execution of strategy
Specialized functional or technical knowledge that allows for independent thought and action on important department activities
Fluency in Windows Operating Systems and Microsoft Office tools
2-3 years Bankcard experience
1-2 years Fraud experience
Proven exceptional business letter writing skills
Excellent analytical and decision-making ability
PC literacy to include MS Word and Excel
FWIR AND/OR FWI
C3 experience
Ability to work independently and self-motivate
High degree of initiative
Welcomes and is adaptable to change

180

Operations Analyst Resume Examples & Samples

Ability to multi-task and reprioritize work and demands throughout the day
Demonstrates attention to details and accuracy in approach
Strong analytical skills, including financial analysis
Proficiency in Excel, Word and PowerPoint
Interest in structuring credit transactions
Ability to learn about financial derivatives, investments and wealth advisory capabilities
Ability to complete projects with limited supervision
Bachelor's degree in finance or related field
OS, ARC, WS, CC, EN, SRGT, SELM, etc.) experience is a plus

181

Operations Analyst Resume Examples & Samples

Monitoring cash and asset variances between the core systems and the accounting system on a daily basis and resolving discrepancies
Performing "buddy reviews" for other accountants prior to rendering final portfolio valuations
Assisting with systems testing for any new releases or enhancements and maintaining a system of filing and account profiles to facilitate continuity at all times
Supervising a team of X fund accountants including senior fund accountants and support positions including assigning responsibilities and ensuring an efficient work environment
Reviewing NAVs and yields prior to release
Reviewing key areas of daily operations in order to ensure accuracy and compliance with procedures and controls
Ensuring the completeness and timeliness of reporting to clients, outside parties, and other internal departments
Communicating all department information to the team through regular scheduled meetings and cascading the broader organizational goals to the team, ensuring that these are understood and embraced and are part of individual and team objectives
Representing Fund Accounting with key stakeholders including fund management, the custodian, the transfer agent and all other related parties
Coaching and developing staff including formal objective setting, performance reviews and providing ongoing and regular feedback
Minimum 3-5 years of Mutual Fund and accounting experience
BA/BS-Accounting oriented, MBA or CPA preferred
Proven ability to drive and deliver efficiencies through re-engineering and process improvements ensuring optimal productivity
Proven ability to operate effectively in a matrix organization with the ability to work under pressure and to tight timeframes

182

Operations Analyst Resume Examples & Samples

A minimum of 2 years call center experience is
Excellent organizational and analytical skills
Able to interact easily with all levels of management
Ability to think creatively by reviewing data and trends to develop meaningful reports
Working knowledge of Access, Excel and Word
Must be able to work in a multi-tasked environment

183

Operations Analyst Resume Examples & Samples

Ability to interact with varying levels throughout the organization
Self starter with the ability to not only recognize tasks to complete but also how best to effectively and efficiently complete them
The ability to recognize work in the pipeline and willing to work to completion
Graduate in Commerce, Management
General understanding of credit concepts
General understanding of derivatives, FX and participations/syndications
Experience using the Credit Risk Infrastructure tools and applications (ARC, EN, SRGT, CRRT, OWL, SELM, etc)
System testing and project management

184

Operations Analyst Resume Examples & Samples

Perform end to end Testing ; User Acceptance Testing, Regression & Functional
Assist in the parallel running of the current system to ensure the new system results are validated against the existing system
Documentation of UAT Test Scenarios - Test Cases / Test Scripts
Test automation
Defect Management - identification and analysis of defects and work with Ops teams to ensure the quality of delivered software as well as ensuring timely bug resolution
In parallel with testing responsibilities, the candidate will be required to assist in the delivery of monthly/quarterly reporting on the testing results
Update documentation that has gone out-of-date
Previous relevant experience in a test or technical support environment
Test Preparation and Execution experience (preferably within business applications and processes)
Strong problem solving and good analytical skills (defect analysis and reporting)
Ability to interact with databases
Track record of successful project completion working in a team
Ability to multi-task and test different applications relating to a release
Good time management skills and the ability to work on tight deadlines

185

Operations Analyst Resume Examples & Samples

Strong knowledge of Microsoft software (Excel, Power Point, Word)
Strong knowledge of SharePoint
Ability to build and sustain relationships as well as lead by influence
Manage multiple priorities with attention to detail
Ability to interpret and analyze reports to identify trends
Goals and results oriented
Title experience preferred
Strong knowledge of end to end mortgage fulfillment process

186

Operations Analyst Resume Examples & Samples

BS in Business, Management, Accounting or Finance or 5+ years of experience related to procurement and operations
2-5 years of relevant accounting experience
Excellent computer skills, including proficiency in Microsoft Office Products (Excel, Word, Outlook and PowerPoint
Experience with JD-Edwards Enterprise-One platforms or other real estate financial application is a plus
Ability to work independently and within a team to build relationships and interact effectively with business partners
Ability to multi-task, work successfully under pressure, and effectively prioritize and manage time and workload to meet client needs
Willingness to take on new challenges, responsibilities, and assignments
Understanding of and commitment to client services

187

Operations Analyst Resume Examples & Samples

Bachelors degree (B.A.) from four-year college or university
Two to four years related experience and/or training; or equivalent combination of education and experience
Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations
Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry
Ability to Prioritize Assignments
Advanced Time Management and Organizational Skills. Advanced Communication (Verbal and Written) Skills. Advanced PC Skills (Query, Mainframe, Database, etc.). Leadership/Initiative Ability. Mellon Analytical Solutions Product Knowledge

188

Operations Analyst Resume Examples & Samples

Detailed reconciliation and review of portfolio transactions, cash and related functions
Review of daily and monthly client transactions versus their custodian(s)
Liaise between portfolio managers and custodians for all portfolio-specific activity and issues, ensuring communication of critical information
Discover, research and resolve transactional discrepancies
Development of investment roll-forward position reports for use by clients' accounting groups
Assist in the coordination of client investment transitions and new investment and manager setup, including custodians, prime brokers and counterparties
Recording client transactions and cash activities into transaction system
Recording capital calls and distributions

189

Operations Analyst Resume Examples & Samples

Manage the month close and invoice process for digital advertising
IO/Contract review to ensure campaign set up aligns with contractual obligations
Reconcile client delivery numbers to ensure accurate billing
Monitor unbilled revenue and resolve billing disputes and discrepancies from clients by working with internal teams to ensure correctness
Monitor client credit terms and ensure compliance to company policy
Manage intercompany revenue and COGs for certain revenue streams
Assist with fulfillment of internal and external audit requests
Maintain SOX compliant internal controls
Develop and maintain strong cross-functional relationships
Ad hoc reporting as needed
Minimum of 1 year of experience and proven success working in IT operations
Demonstrate expertise with IT Service Management tools \(HP Service Manager, Service Now, Cherwell, etc.\)
Demonstrate expertise executing documented troubleshooting processes
Demonstrate expertise with IT Event Management tools \(CA Spectrum / Unicenter, HP OM, SolarWinds, etc.\) to identify and triage events for action
Demonstrate expertise with one or more of the following technologies

190

Operations Analyst Resume Examples & Samples

Identifying areas of improvement based on trending in escalated complaints and make recommendations to improve the Client experience to the appropriate Leadership Team using the power of influence
Strong reporting and analysis including production of monthly BURs, EMRs, steering committee reports and customer experience communications
Independent decision making based on the Client’s assertion, findings of research, and best interest of the Client/Bank
Using thorough product knowledge to resolve unique or challenging issues on an individual needs basis. Perform extensive support - analysis, reporting and root cause customer experiences
Analyzing Client disputes and offer solutions that fit both Client and company needs
6 years' experience in B2B businesses and/or Operations
Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
Expertise with data manipulation and Tableau
Strong written and verbal skills needed
Customer experience background
Customer Insight generation

191

Operations Analyst Resume Examples & Samples

Oversee and document Construction Costs for all Capital Projects
Perform monthly general ledger reconciliations
Managing expense budgets
Represent the University as the Tenant of Record for our Community rental unit program
Handle All Revenue reporting including vending commissions
Assist the Executive Director for University Operations in conducting statistical analyses and P&L statements
Perform various administrative and accounting duties, as necessary
Bachelor’s degree required, Accounting or Business Administration degree preferred, plus at least 3 years of related experience
Will work directly with the Food Service Director to prepare Profit and Loss analysis for all campuses and locations
Will coordinate with Facilities Managers on each campus to review all buildings and equipment
Will interface closely with the Executive Director for University Operations re: All Admin Services departments and Budgets
Must have proven experience with financial / budget operations and proficiency in Excel and other Microsoft Office products
Strong analytical skills and the ability to work independently or with minimal supervision while managing multiple projects
This individual must be detail oriented with strong organizational skills in the performance their duties

192

Operations Analyst Resume Examples & Samples

Bachelor’s degree in related field required
4-8 years of directly related experience preferred
Strong data analysis and/or data quality skills required
Experience in data extraction, data manipulation, and reporting required
Understanding of data modeling concepts highly desired
Experience with SQL, PLSQL, data visualization and business intelligence tools preferred
Experience with Linux or command-line interfaces required
Experience with MS Office (Word, Excel, PowerPoint) required
Experience in the manipulation of large datasets and samples preferred
Experience testing, researching, and trouble-shooting production applications highly desired
Demonstrated success in effective communication, both verbal and written required
Demonstrated ability to work collaboratively and effectively with others in a functional organization required

193

Operations Analyst Resume Examples & Samples

Maintaining the inventory of Risk Appetite Statement Metrics and Key Risk Indicators
Ensuring appropriate review and challenge of metric results
Working with metric owners and EDCI to keep metrics current and ensuring a robust rationale exists for all metrics and their tolerance levels
Collaborating with various stakeholders across the organization to design a Scenario Analysis program that is commensurate with the needs, size and complexity of the Firm
Designing the tools/templates required to complete the assessment
In conjunction with the Operational Risk Officer, conduct the assessments and report out on the results
Consulting with Risk Liaisons or other SMEs on the identification or development of Key Risk Indicators (KRIs) or risk related Key Performance Indicators (KPIs)
Providing best practices on how to define / use operational risk metrics
Assisting in creating materials for management reporting and committee presentations, when necessary
Understanding the similarities and differences among all the risk areas and identify areas of leverage or opportunities to drive efficiency in risk identification, management, measurement and reporting
Working with various teams in each line of defense to promote common sets of tools for risk management across the organization (i.e. organization views, definitions, rating scales, etc.)
Support other aspects of the ERM program, such as the Risk Inventory, Risk Issues tracking and reporting and Risk Appetite
As needed, contribute, as part of a cross functional project team
Candidate must have exceptional interpersonal and communication skills plus the ability to work independently and as a part of a team. Must be extremely detail oriented and able to manage multiple complex tasks concurrently. Discretion with confidential information is also necessary
Systems & Tools
Microsoft Office (Excel, PowerPoint, Word, Outlook)
Webex
Bachelor’s degree,
1 to 5 years financial services industry experience
Prior risk assessment experience preferred
Communications and/or training experience

194

Operations Analyst Resume Examples & Samples

Interpretation of relevant data from bank loan credit agreements
Data processing of investment activities
Analysis and preparation of investment reporting
Process amendments, corporate actions, and restructures
Maintenance of working files for bank loans
Reconciliation of position data to trustee
Interaction with Wall Street banks and brokers daily
Interaction with various divisions of the firm to obtain, process, and decipher information
2-4 years of experience in the financial or accounting field
Experience in Bank Loan and Bond settlement (Primary and Secondary Markets)
Corporate Bank Debt Settlement or Operations experience preferred
Experience with buy-side or hedge fund operations a plus
BA/BS in Finance, Accounting, or other business related field from a top tier school
Experience dealing with financial-related data
Advanced MS Office Skills
Detail and task-oriented with a strong work ethic and ability to work independently in a deadline driven environment
Must operate with a high sense of urgency
No travel required

195

Operations Analyst Resume Examples & Samples

Working closely with the project operations team to develop indicators and tools that collect the necessary data for monitoring project impact
Leading the analysis of data, using advanced econometric techniques in cooperation with the IFC M&E expert and the IBRD DEC team, defining the methodology of experiments and developing appropriate tools to measure results
Supporting the processing of internal documentation for projects, by reviewing concept notes and implementation plans, project supervision and completion reports
Contributing to the development of knowledge products produced under the MCF program, such as research papers, evaluation notes, Smart Lessons
A Bachelors degree in Business, Economics, Finance, International Development or related fields. Post-graduate studies would be a plus, but not a requirement
At least 3 years of professional experience in Monitoring, Evaluation and Research with

196

Operations Analyst Resume Examples & Samples

Support a dedicated sales team throughout the sales cycle from contract creation to order booking
Manage the contract lifecycle -- prepare, draft, and execute agreements, including filing of new sales and renewals of existing business
Utilize CRM (Salesforce.com) and contract management systems to maintain accurate client data, process sales orders and adjustments, and document pertinent transaction details. Ensure consistency and accuracy for all stages of the sales cycle
Manage and prepare upcoming sales and renewals ensuring control and compliance with Moody’s terms and conditions. Assist with maintenance of the forecasted sales data
Maintain accurate data in database throughout the sales cycle, ensuring consistency and accuracy in managing trials, clients, and users. Maintain and update client overviews, usage reporting, access at risk clients
Liaise with Finance, Legal, Billing plus other stakeholders to coordinate complex sales transactions with strict deadlines and ensure full compliance with Moody’s standards and protocol
Ensure client queries are completed to high level of satisfaction
Come up with new ideas on system and workflow procedures. Proactively identify opportunities for sales process improvements in reporting, analytics, forecasting and key performance metrics. Review quality and prioritize opportunities for improvement. Assists sales management in understanding process bottlenecks and inconsistencies. Facilitate an organization of continuous process improvement
Maintain positive and effective relationships with the other members of the Sales Team. Strong communication skills, problem solving skills and customer service orientation required
Undergraduate/first-level degree (e.g., Bachelor’s degree) in finance, business administration, information systems, management or relevant work experience in a related field to this role
Strong organizational skills, attention to detail
Ability to prioritize, take initiative and meet deadlines under pressure. Relevant administrative experience preferably within sales environment . Experience working in sales support, finance or contract administration / drafting would be advantageous. Fluency in English (both spoken and written) is essential. Other European languages would be an advantage but not a prerequisite for this role. Excellent verbal and written communications and interpersonal skills. ~ Undergraduate/first-level degree (e.g., Bachelor’s degree) in finance, business administration, information systems, management or relevant work experience in a related field to this role. Strong organizational skills, attention to detail
Ability to prioritize, take initiative and meet deadlines under pressure
Relevant administrative experience preferably within sales environment
Experience working in sales support, finance or contract administration / drafting would be advantageous
Fluency in English (both spoken and written) is essential. Other European languages would be an advantage but not a prerequisite for this role
Excellent verbal and written communications and interpersonal skills

197

Operations Analyst Resume Examples & Samples

Analytic orientation, problem solving skills and process reengineering
Project management experience preferred
Experience working in sales or finance industry is highly desirable
Relevant administrative experience preferably within sales environment or paralegal studies and/or experience working in a law office is a plus. Fluency in English (both spoken and written) is essential. Other European languages would be an advantage but not a prerequisite for this role. Excellent verbal and written communications

198

Operations Analyst Resume Examples & Samples

Support the operational and administrative functions associated with running portfolios through a variety of distribution platforms. Become proficient in custodian policies and procedures
Focus on trading, reconciling, and maintaining accounts managed under MMP. The person in this role will be responsible for the full account trading life cycle activity, including but not limited to trade generation, routing and execution on a daily basis
Respond to financial advisor and broker/dealer service inquiries including account setup, maintenance, and fee questions
Develop and cultivate productive working relationships with financial advisors and their clients, custodians, vendors, and MIM teams and stakeholders
Assist with providing service to other functions within MIM and contribute to the seamless operation of our MMP program
Complete special projects as needed

199

Operations Analyst Resume Examples & Samples

Draft sales contracts in accordance with corporate guidelines while also evaluating commercial considerations and client requirements. Exercise judgment throughout the contract drafting & negotiation process to escalate potential issues as necessary and ensure compliance with SOX controls
Independently analyze existing clients’ contracts, services, and usage to recommend optimal licensing and/or pricing strategies and capitalize on incremental revenue opportunities. Provide account and growth analysis for renewals to sales and sales managers on a monthly basis
Initiate and direct the renewal management process for existing clients. Analyze account and contract terms with extreme attention to detail in order to determine renewal pricing and notification requirements. Manage renewal pipeline to maintain updated and accurate forecast for senior management. Incorporate upgrades or changes from Sales and/or clients into renewal documents as applicable. Identify terms and conditions that may be outdated or need to be amended
Collaborate proactively with multiple stakeholders (Sales, Legal, Services, Finance) to define specific deliverables, terms, or other contractual elements related to new sales. Independently identify issues that may delay the successful close of a sale
Review and validate all signed contracts and, after confirming compliance with corporate and departmental guidelines, submit sales for processing by invoicing and reporting teams. Manage any subsequent changes or adjustments requested by Sales or Client and use discretion in determining course of action
Ensure timely and accurate fulfillment by setting up access to web-based services and/or directing appropriate fulfillment team(s) to grant permissions. Supervise all fulfillment activities to ensure compliance with contract requirements and coordinate with client to confirm access and/or troubleshoot issues
Develop and maintain reports, dashboards, and/or other analysis for sales and management team. Maintain accurate client data in CRM (Salesforce) and conduct regular audits through review of exception reporting
Resolve internal and external client issues or inquiries related to invoicing, permissioning, sales credit recognition, and contract changes. Coordinate with Finance, Collections, Sales Administration and Client Services as needed to ensure client queries are resolved completely and promptly
Recommend improvements where possible to drive greater efficiency, transparency, or accuracy
Bachelor’s degree required. Finance, Legal, or Economics specialization preferred
Prior experience working in sales/sales support, contract administration, finance/accounting, or related role
Proficiency with Salesforce.com, SQL, or other CRM strongly preferred
Fluency in a second language would be advantageous
Excellent written and verbal communication skills, including presentations
Ability to work independently with minimal oversight while exercising excellent judgment
Detail-oriented, with ability to multi-task in a fast-paced, deadline-driven team environment
Highly proficient in Microsoft Word, PowerPoint, and Excel (including use of pivot tables and formulas)

200

Operations Analyst Resume Examples & Samples

Highly organized with excellent analytical, communication and leadership skills
Demonstrated ability to work well with customers and service partners
Effective problem solving, presentation and time management skills
Intermediate Microsoft Office skills (Microsoft Word and Excel)
Ability to elicit cooperation from a wide variety of sources, including upper management, customers, and other departments
Ability to track and monitor all implementation milestones, deliverable s and activities using the appropriate tools
Ability to proactively identify risk and plan risk mitigation strategies
Ability to monitor and report implementation statuses on a timely basis
Ability to lead and coordinate implementation update meetings, and document implementation status and issues

201

Operations Analyst Resume Examples & Samples

Previous inserting equipment experience or machine experience preferred
Detail oriented and effective analytical and problem-solving ability
ABILITY TO STAND FOR LONG PERIODS OF TIME AND LIFT UP TO 20 POUNDS
Ability to work in a fast paced, multi-task, production environment
Ability to effectively balance quality and productivity requirements
Ability to work and remain focused independently AND in a team environment
Availability to work a flexible schedule based on production needs

202

Operations Analyst Resume Examples & Samples

Perform the daily compliance review and notification process ensuring that it is completed accurately and timely according to the policies and procedures
Prepare monthly reporting package for clients and other internal parties
Conduct due diligence analysis of client records to ensure accurate transmission to Manager Dashboard
Provide monthly analysis of fund accounting records to determine whether funds meet various reporting requirements
Test Regulatory Reporting module enhancements as part of the on-going release process
Maintain work papers to support the data provided for the filings
Assist in preparing the various regulatory forms
Maintain and communicate to relevant parties the filing schedule for each client required to make the various regulatory filings
Perform certain quality control reviews of the data being provided by SEI in order to complete the regulatory filings
Participate in other team projects and tasks as necessary
Serve as main portfolio compliance contact for a specific range of clients
Maintain a good working relationship with external clients as well as with internal relationship managers
Participate in group and departmental projects

203

Operations Analyst Resume Examples & Samples

A High School diploma or equivalent
2-3 years of customer service related experience
Requires strong listening skills
This position requires long periods of time on the phone calling customers, and receiving calls
Must have the ability to respond to difficult customer situations may resolve by answering questions and forward

204

Operations Analyst Resume Examples & Samples

Full training will be provided for the role on banking, client loan servicingand communication techniques
You will deal with private and business clients in relation to their loan requests and assist with processing from end to end and helping them with queries, so excellent customer service is a must
You will be liaising with various departments in order to service the loan requests, compile documentation as required and follow company procedures
Working in an international and friendly team with excellent working atmosphere
Knowledge of Accountancy
Experience in loan operations
Complete fluency in Czech in both speaking and writing
Strong communication skills and proficient with MS Office
Professional manner
Interested in working for international financial services organization

205

Operations Analyst Resume Examples & Samples

Member of a team responsible for monitoring systems, applications, and infrastructure for events that will have a future or imminent impact on the environment and business operations, and ensuring that such issues are brought to the attention of the required internal and external teams for prompt resolution and overall management of the incident
Gathering business and technical information regarding solutions used within the environment in an effort to determine the specific services and functions required to be monitored
Working with key partners and service providers to ensure that monitoring and incident management activities are being executed in alignment with contractual requirements
Documenting recurring issues as underlying problems, assigning the problems to the appropriate team for resolution
Creating weekly and monthly status reports that highlight the issues encountered within the environment, lessons learned, and potential areas of improvement
Defining and implementing team SLAs, in order to ensure that events are being identified and acted upon in a timely manner
Performing other Enterprise Support tasks as required and assigned
Serves as an escalation point for potential system, application, and/or infrastructure related issues, working with the team to validate whether or not issues being encountered are indeed relating to a technical failure, and coordinating the adjustment of the tools being used by the team if this issue was not identified prior to the escalation
3-5+ years IT experience
Experience building and/or configuring centralized logging, correlation, and alerting solutions is desirable
Highly developed written and verbal communication skills when discussing both technical and non-technical topics at all levels of the organization
Able to manage shift schedules and enforce corresponding expectations

206

Operations Analyst Resume Examples & Samples

Requires SAS & SQL 7+ years experience
Requires VBA for Excel 4+ years experience
Requires Tableau or other report automation software 2+ year experience
Requires 7+ years of Data Analysis experience
Prefer familiarity with database structure supporting Mortgage, Card, Auto and Consumer Bank
Highly organized and ability to manage multiple tasks
Detailed oriented with ability and drive to deliver high quality work
Ability to translate data into meaningful business information

207

Operations Analyst Resume Examples & Samples

7+ years related experience
Demonstrated staff management skills
Self-motivation with the ability to work independently and as part of a team
Ability to assist in, and implement, the planning of work
Analytical skills with the ability to identify and resolve issues to the satisfaction of clients
Proactive, focused attitude towards work and an ability to consistently meet deadlines

208

Operations Analyst Resume Examples & Samples

Experience with recent Army Operation
Experience with Microsoft Office, including Excel, PowerPoint, and Word
Knowledge of Operations policy and doctrine, Unconventional Warfare (UW), Personnel Recovery (PR), Non-Conventional Assisted Recovery (NAR), Unconventional Assisted Recovery (UAR), Advanced Operations Techniques (AOT), Special Technical Equipment (STE), and Operations Risk Management (ORM)

209

Operations Analyst Resume Examples & Samples

10+ years of experience in a technical field
6 years of experience in a modern military aircraft, including an AV-8B Harrier, F-16, F-15, F/A-18, or F-14
1+ years of experience with supporting a major defense acquisition program or related effort on the Joint Staff, an Office of the Secretary of Defense position, or USAF MAJCOM staff
1+ years of experience with Command and Control and ISR
Top Secret clearance
BA or BS degree and 4 years of experience with modern military aircraft or MA or MS degree
Experience with international and foreign military sales
MA or MS degree in Engineering, Science, or a technical field

210

Operations Analyst Resume Examples & Samples

Supporting Program Management in all aspects of daily operations
Tracking all travel requirements and procurement documents for multiple projects
Knowledge of SharePoint, Costpoint, Deltek and Microsoft Office Suite
Previous experience supporting GSA Fedsim and JIDA
Experience creating/submitting invoice documents for Government review/approval
14 years of professional experience can be substituted for a degree

211

Operations Analyst Resume Examples & Samples

Strong PC skills (proficient knowledge of Microsoft Windows XP, Word, Excel, Project, Power Point, Visio and Access)
Effective interpersonal skills and ability to interact with various levels of management
Superior verbal and written communication skills with strong, professional presentation skills
Advanced ability to organize and multi-task in a fast-paced/deadline driven environment. Must possess ability to prioritize workload and operate effectively and efficiently with minimal supervision
Ability to identify situations that require immediate attention and resolution
Possess ability to build and maintain rapport with customers, colleagues, peers, and other departments. Must possess a "customer service" mentality
Excellent problem solving skills with experience in process improvement and change implementation. Must have the ability to think analytically and creatively in response to problem solving
Effectively and professionally represent yourself, your department, and your manager; always presenting one's self as a credit to J.P. Morgan Chase
Desired - Detailed knowledge of mortgage banking process, state / investor / regulatory guidelines
Preferred: Knowledge of Chase Servicing and Production applications

212

Operations Analyst Resume Examples & Samples

Verification and pre-matching of settlement
Settlement of cash and securities
Securities position management, including issuances, conversions & creations
Fails management and reporting
Management of service providers including external custodians, clearers and banks
We want to hear from you if you have experience in the following
If you are an experienced Custodian Settlements Analyst, with vast experience in settlement of securities across a variety of markets and custodians
Have previous experience in Capital Market operations
Be highly motivated with a confident and professional attitude and possess high levels of attention to detail
Possess experience in securities settlements either fixed income or equities
Be confident in the learning of new functions and processes and be able to question current procedures with a focus on continuous process improvement
Have the ability to prioritize and problem solve
Be able to deliver high levels of quality service to clients on a daily basis under tight timeframes
Preferably previous experience in securities settlements, specifically equities or fixed income

213

Operations Analyst Resume Examples & Samples

Provide report development, analysis and production for the multiple lines of business
Development of new standardized systemic reporting processes, enhancement of existing processes and facilitation of one time reporting based on business requirements
Participation in business discussions regarding new and existing processes as subject matter expert for data gathering and system functionality
SharePoint Administration of sites and sub-sites
Assist with SharePoint security for sites and sub-sites
Assist with SharePoint site layout structure and content
Provides SharePoint support to end users
Develops custom SharePoint applications using Designer, InfoPath and other tools
Develops custom lists, sites, and document libraries
Develops custom SharePoint workflows using SharePoint Designer
Develops various automated forms, specialized WebParts, and approval workflows
Experience with SQL (query/procedure writing)
Intermediate experience with Toad for Oracle
Intermediate experience with SharePoint a plus
High level of proficiency with Microsoft Office applications specifically with Excel/Access/SharePoint and incorporation/utilization with other reporting environments
High level of proficiency communicating with business owners regarding business requirements in an effort to understand business needs and recommend appropriate changes based on system functionality and data availability
Strong ability to understand integrated systems and multi layered reporting
Strong ability to manage multiple development projects, prioritize based on multiple development and business factors, and deliver fully developed process by the required target date
2 years experience utilizing Oracle/Sybase/Teradata SQL language and associated applications such as Toad, SQL Assistant, SQL Developer
Bachelor’s degree in Business Administration, Finance, MIS or related field preferred

214

Operations Analyst Resume Examples & Samples

Provide monthly risk updates to the Program Manager and Deputy Program Manager
Coordinate with the other risk managers across the other PDs within AESIP and across the other ERPs
Lead and facilitate risk optimization meetings to look for areas of continuous improvement in program risk processes
Provide support to program audits from various audit agencies
Issue, track and follow up on request for information, data calls and other Army Acquisition related issued tasks
Provide program management support to the Operations Division within Project Manager, Army Enterprise Systems Integration Program (PM AESIP)
Liaison between the ERPs and external agencies for Value Realization
Conduct coordination and communicate across departments to schedule senior level acquisition meetings
Facilitate senior-level meetings; to include the use of Video Teleconference (VTC) and Defense Collaboration Services (DCS)
Manage conference room space and AV requirements for over 60 employees; some include VTC
Collect, organize and edit PowerPoint briefings related to Major Acquisition Information System Meetings
Provide review and comments to DoD Acquisition Policy
Assist in organizing, formatting, typing, proofreading and editing briefings, reports, and manuals
Provide graphic support for corporate reports, briefings, deliverables, and various research projects
Develop white papers, course of action analyses, monthly activity reports, meeting summaries/minutes, and other administrative and intellectual products designed to effectively communicate technical information supporting the program
Engage with program leadership, primary staff and action officers on program actions and suspense items
Actively participate in Program Management Daily Stand Up meetings
Bachelor’s degree in business management, operations research, industrial engineering, information systems, or similar discipline
Five (5) years experience working for/within Army and/or DoD organizations either as military personnel, government civilian, or as a contractor supporting the Army
Two (2) years experience of logistics business processes
Excellent communication skills, both verbal and written, excellent organizational skills, the ability to establish and maintain working relationships with internal and external customers, and the ability to work independently and take a proactive role
Experience and proficiency with MS Office Suite (Excel, Outlook, PowerPoint, Project, Word), SharePoint, Defense Collaboration Services (DCS)
US citizen with a Secret clearance required

215

Operations Analyst Resume Examples & Samples

Bachelor's degree with a focus in a business-related discipline
3-6 years working in mutual fund/securities industry
Experience with product launches an project management with technical financial knowledge
Fund Accounting, Custody and / or Administration experience a plus
Strong knowledge of DC Plan Administration and Fiduciary Operations
Strong knowledge of Client Account Maintenance and Oversight
Effective project / time management skills; ability to set priorities and meet deadlines
Knowledge of Institutional Investment concepts preferred
Knowledge and experience with ERISA regulations, plan audits and vendor management

216

Operations Analyst Resume Examples & Samples

You will receive a bachelor’s degree or equivalent in Fall 2016 or Spring 2017
You have demonstrated academic success as reflected in a minimum cumulative GPA of 3.3/4.0
You can manage multiple tasks and deadlines in afast-pacedenvironment
You possess a strong attention to detail
You have strong analytical, writing, verbal communication and technical skills
You demonstrate an ability to work cooperatively with all levels of staff
You have a strong commitment to acting with professionalism and integrity at all times

217

Operations Analyst Resume Examples & Samples

Develop annual financial business plans for Field Service operations, including factory technicians, independent service centers, and national/regional dealer network, managing budgets in a strategic manner
Formulate mathematical or simulation models of problems regarding service network, relating constants and variables, restrictions, alternative, conflicting objectives, and their numerical parameters
Prepare profit and loss results & forecasts for factory technician operation, analyzing the gap between goals/projections and results and initiate activities to meet the goals
Develop labor rate matrix/structure for independent service centers and major/regional dealers
Monitor labor & parts costs by service channel and by product group, and propose/execute activities to manage costs efficiently
Manage incentive programs for factory technicians and independent service centers to drive performance improvement and encourage the delivery of best in class service experience to customers
Conduct cost/benefit analysis and breakeven analysis for in-warranty, extended warranty, and out of warranty businesses, identifying areas of improvement and implementing key tasks in a timely manner
Present results and findings and propose recommendations to senior management team in weekly and monthly meetings
Bachelor’s degree in a business or finance related field
Minimum 7years’ experience in a related area
Strong background in financial reporting and analysis
Ability to complete tasks within a given time in high-pressure and fast moving environment
Strong communication, administrative, and organization skills
Advanced level of understanding in Microsoft Excel and PowerPoint,
Knowledge of SQL desirable

218

Operations Analyst Resume Examples & Samples

Responsible for making sure that all trades booked by the AHL/GLG fund managers are true and accurate
Control the cancel and amend process for all AHL/GLG trading desks
Key involvement in improvements made to the AHL/GLG trade booking systems
Act as a central point of contact for all broker queries
Represent the SDM Equity, OTC Derivatives Confirmations / Settlement team across Man Group
Act as a subject matter expert for all SDM Equity, OTC Derivatives across Man Group
Improve and ensure the integrity of SDM Equity, OTC Derivatives data across Man Group
Ensure all functions performed by the SDM Equity, OTC Derivatives team are in-line with Man Groups growth or contraction
Responsible for all UAT on the ETC Confirm/Settlement platforms and promotion into the LIVE environment
Assisting in the on-going development of the Equity, OTC Derivatives Confirmation/Settlement platforms (ICE, MTM, Misys, Salerio, Traiana and OMGEO CTM)
To continually review and improve the working practices/processes of the team. Where possible automate the end to end processes
Manage queries from both internal and external clients in an efficient and timely manner
Ensure the SDM - team provide oversight of the outsourced activity at the BNYM
Review and maintain procedures in conjunction with the Outsourced Service Provider
To assist the Outsourced Provider daily in order to improve their efficiency and accuracy
To work alongside/with other SDM teams to provide cover/product knowledge (this will happen over time as SDM becomes fully established)
Ensure all processes meet the minimum Audit and Internal Control framework
Continually improve data quality and consistency within the AHL/GLG Dynamic and Front end systems
Proactively identify opportunities for improvements within AHL/GLG environment
Investigate and manage resolution of all data issues
Maintain awareness of compliance and regulatory data requirements and ensure impacts are managed appropriately

219

Operations Analyst Resume Examples & Samples

Excellent Verbal and Written communication skills
Good with Excel, Access and PowerPoint
Experience in collecting and processing data and conducting analysis, ideally for management and decision-making processes
Experience in interacting and communicating with staff across functional areas and at different organizational levels to resolve issues
Very attentive to details, service-oriented, strong sense of impact of information quality on business decisions
Ready to work in Night Shifts
Work independently/minimal supervision/self-starter

220

Operations Analyst Resume Examples & Samples

For each case, understand and assess the related business process and root cause for the errors that impacted our customers
For each case, review and validate (critique and correct) the proposed remediation strategy to ensure that it completely remediates any impact to the customers
Ensure the completeness and accuracy of the remediation population
Communicate and coordinate with the respective business areas to determine the proper method of testing for all scoped in remediation plans
Build and Execute the testing scripts within the prescribed timeline
Execute the testing scripts within the prescribed guidelines with limited supervision
Execute and review to ensure that all testing procedures are performed as designed and that all evidence supporting the results is obtained and kept as part of the validation work papers
Communicate and confirm the test results with your Manager and be able to discuss the work at a detailed level as well as in summary for Executive audiences
Recommend control design enhancements to your Manager
Bachelor's Degree in Finance, Accounting, Business Administration or related discipline
CPA / CIA preferred
Public Accounting, Audit or Risk experience preferred
At least 3 years experience in CCB Operations, Audit or Risk preferred
Demonstrate proficiency in accessing multiple systems, platforms and applications
Must possess strong analytical and problem solving skills to be used in evaluation and interpretation of data
High proficiency in Microsoft Office applications required
Experience with business applications supporting Chase and WaMu/EMC portfolios strongly preferred
Strong communication, presentation, project management and leadership skills required
Teamwork and collaboration expertise
Highest level of professionalism, self-motivation and sense of urgency
Strong priority management, multi-tasking skills and attention to detail required
Knowledge of operational processes throughout CCB strongly preferred

221

Operations Analyst Resume Examples & Samples

Looking at the Pre matched report and settled deals report
Knowledge of securities industry and back office operations (e.g. options, equities, fixed income, physicals, custody services, etc.)
Knowledge of the handling FX transactions
Banking Operations experience required, Private Banking operations experience would be beneficial
Have strong communication skills (written and verbal)

222

Operations Analyst Resume Examples & Samples

Provides ideas and critical feedback—as well as being open to such constructive dialogue—as part of constantly improving The Lab @ DC and its collective work output
Writes descriptions and summaries of The Lab @ DC projects for diverse audiences, including scientific experts, government practitioners, and public stakeholders
Participates in the dissemination of scientific lessons, tools, and best practices across District government
Expertise in identifying, developing, and using project management strategies and tools
Expertise developing and deploying performance measures that empower accurate, timely project completion
Proficiency in research project management, management consulting, organizational restructuring, or similar fields
Strong interpersonal skills, including the ability to develop and maintain relationships with a diverse range of agency and university partnerships
Strong communication skills, in both written and verbal formats, and including under time pressure

223

Operations Analyst Resume Examples & Samples

Develop financial models and associated analysis to drive better decision-making and prioritization within product portfolio
Data mining to support business case development, customer, market segmentation analysis
Provide finance support to all phases of product strategy and solution-level planning activities
Engage with senior operating leadership across many functional areas as a proactive, trusted business advisor to enable better decision-making and operational performance for improved financial outcomes
Possess strong general business acumen; solid understanding of financial analysis/management, P&L, and budgeting
Bring a minimum of 3 years of experience including the following

224

Operations Analyst Resume Examples & Samples

Recognizes abnormal processing conditions, and determines appropriate actions required to resolve issue(s) and complete processing
Researches and resolves user problems as well as issues and problems with software systems, production processing, and production environments
When solving a mainframe production or system problem, makes effective use of tools and resources, utilizes manuals, write-ups and other tools as an aid in solving the problem. Contacts others who are experienced in the area for ideas about the problem. Contributes to the body of knowledge by adding solutions and other information that would be useful to others
Follows escalation procedures when appropriate to resolve processing problems and user problems in a timely manner and meet service levels and other standards for the job
Coordinates the testing of applications, systems, processes and procedures, hardware and/or software changes
Trains internal customers (employees) on changes, new systems or new procedures
May identify new tools, technology, or processes that improve the overall processing environment or processing efficiency
Maintains the production support disaster recovery/business continuity plans. Coordinates and conducts disaster recovery testing as required, documents test results, and documents modifications required for future testing
Completes project assignments and special projects commensurate with job expectations
Ability to understand the real need behind the client's stated need
Ability to anticipate clients' future needs; participates in the definition of client's business plan
Ability to discern business opportunities in client's needs
Ability to communicate to clients that their business is valued
Ability to meet client's perception of high quality/best value services and products
Ability to ensure that commitments are accomplished according to client's specifications
Ability to respond to client's questions or needs even if outside one's area of responsibility
Ability to communicate effectively verbally and in writing

225

Operations Analyst Resume Examples & Samples

Complete loan account maintenance
Process loan payoff requests
Prepare and execute annual escrow analysis
Process paid loans
Quality review of mortgage and consumer loans
Reconciliation of general ledger accounts
Follow-up on insurance information and process insurance on customer accounts
Research and respond to customer inquiries
Process payments and payment exceptions
Monitor daily reports and perform necessary follow-up
Perform escrow analysis
Knowledge of lending and lending terminology
2-3 years of loan operations experience
Strong interpersonal and communication skills (verbal and written)
The ability to work in a fast paced, deadline driven environment
Ability to respond to client’s questions or needs even if outside one’s area of responsibility

226

Operations Analyst Resume Examples & Samples

Define item profiling scheme
Develop and maintain slotting and replenishment tools
Collaborate with Operational and Industrial Engineering partners to optimize material flows and pick paths
Implement and maintain slotting metrics
Document profiling and slotting assumptions
Analyze daily report of missed orders and units and provides descriptions and summary of failures to meet customer expectations
Report systemic problems to appropriate parties for timely resolution
Regularly communicates with manager and operations management issues pertaining to storage and/or handling efficiencies and offers options for improvements or solutions
Support order planning as needed
Communicate sudden spikes in or other abnormal volume to operations staff as a proactive measure so preparations can be made to adjust labor accordingly
Learn and understand the issues and functions of kitting

227

Operations Analyst Resume Examples & Samples

Strong project management experience is preferred, such as a Project Management Institute certification
Experience in a high-volume data and transaction intensive processing operation is highly preferred
Experience with the operational aspects of assessment scoring (educational or professional in nature) is a plus
Experience with other relevant industries such as financial services (including trading networks or exchanges, and high-volume real-time financial data publishing)
Experience managing operations processes for information intensive industries is strongly desired

228

Operations Analyst Resume Examples & Samples

MUST have dispatch experience (such as: police, fire)
1 - 5 years related experience
Basic knowledge of distribution and transmission systems
Specific job application of personal and mainframe computer systems
Practical electricity and protective device coordination
Conduct studies of distribution systems to support distribution planning, distribution standards, distribution operations support and the Regional Operations Center
Perform studies of distribution system regarding service reliability using computer-based models
Assess design of new facilities or modification to existing facilities
Execute distribution switching orders under the direction of a switching supervisor
Gather and analyze various computer data to determine location and cause of power outages
Efficiently dispatch first response personnel and repair crews to provide quick and logical response to outages and emergency situations
Schedule and manage other non-emergency customer requested work in a timely and cost effective manner to ensure superior customer service
Provide accurate and timely information to customers
Resolve customer complaints and prepare correspondence to accurately process customer requests
Perform overtime callouts to emergency response teams
Accurately report outages to customer's accounts

229

Operations Analyst Resume Examples & Samples

Manage inbound and outbound member eligibility files
Develop, analyze and monitor eligibility file feed processes
Ensure reporting accuracy and reconcile file feed discrepancies
Evaluate, interpret and analyze data and / or business processes
Manage third party vendor performance
Analyze trends and develop implement action plans as needed
Recommend, implement, document, evaluate and / or maintain operational SOPs
Assume responsibility for data integrity among eligibility files
Assist in developing department action plans including identification of objectives, goals and strategies
Manage new client or program onboarding setup for new file transfers or data connections
Bachelor’s degree in Business or related area OR equivalent experience
3+ years in an Operational role
1+ years of experience with data analysis and reporting / member eligibility
Ability to proficiently manage multiple projects at once
Excellent verbal communication skills both in-person and virtually
Advanced skills in Excel

230

Operations Analyst Resume Examples & Samples

To ensure all assigned functions are completed within required deadlines
Liaise with ADR Depositaries, sub-custodians, DTCC, DTCC Participants (bank and broker custodians), clients, and tax authorities as required to ensure accurate and timely processing of tax relief claims
Provide Client Service support for DTC Participants as required by ADR Depositaries with respect to DTC Important Notices on ADR tax relief programs. Manage maintenance of procedures and any other documentation to support daily work
Identify process enhancements

231

Operations Analyst Resume Examples & Samples

Data analysis and predictive modeling experience; ability to execute complex analysis and synthesize into a storyline to socialize, influence and drive action across the organization
Advanced PC skills: Proficient in Microsoft Office including Word, Excel (v-look ups, pivots, If statements, charts, graphs), Access (query, table comparisons, build macros, build multiple links, create dashboards), PowerPoint and Visio (development of process flows, map design layouts, value stream mapping)
Knowledge of Salesforce.com reporting and analytics
CRM and SAP Reporting Knowledge
Self-motivated, organized and capable of pro-actively identifying, sourcing, and handling multiple initiatives at one given time to successful completion
Demonstrates personal commitment and drive to meet or exceed objectives
Must have a demonstrated history of leadership within a team environment
Must be a team player and willing to work in a changing environment

232

Operations Analyst Resume Examples & Samples

Perform change request (CR)/remedy ticket (RT) analysis
Escalate issues and risks in a timely manner
Monitor production region and implementation region along with system alerts and network alarms
Perform research, analysis and isolation of alarms that require escalation, additional research and/or triage
Work on identifying the root cause analysis of the production issues
Work with TDS, XOC, Application Support team, various stakeholders, and the ops team to fix production issues
Produce bi-hourly reports and daily reports
Assist Systems Engineering, Network Engineering, and the Database Administration group in systems maintenance tasks
Develop and publish knowledge base solutions
Participate in the deployment and the change management process of software and services in the production environment
Provide leadership to team through technical skills, interpersonal skills and coaching
Adhere to Service Levels Agreements (SLA), Operational Level Agreements (OLA) and internal processes
Track all interactions within ticketing system. Route tickets to appropriate internal departments for further assistance
Develop/enhance processes to be more effective and efficient
Identify solutions and/or improvements to problems/processes/workflow
Establish and maintain positive working relationships
Effectively communicate by composing accurate, prompt replies to inquiries and system notifications
Display consistent professional demeanor and clarity when interacting with internal and external stakeholders, management, leadership, and the client
Adhere to attendance policy
Assist with Special projects as assigned
Willingly and proactively take on new roles and additional work
Determine System objectives by studying business functions, gathering information and evaluating output requirements
Understanding of System Engineering Concepts
Adaptive in high pressure situations and short deadlines
At least 1-2 yrs. of experience in Business/Requirements Analysis coupled with thorough. understanding of Testing Methodologies
Strong understanding of production environment, network architecture, and troubleshooting
Strong understanding of trouble ticketing systems and how to use them
Strong interpersonal and customer service soft skills
1 to 2 years of experience in Incident management
Initial triage of events
Categorization and prioritization
Directing troubleshooting activities
Technical escalations
Problem management
Supporting change control
1-2 years of work experience in Service Oriented Architecture (SOA), BRM, XML, and/or web services
Can ensure the integrity and security of the healthcare products and the data
Familiarity with Medicare and Medicaid requirements
Experience with a variety of network monitoring and administrative tools

233

Operations Analyst Resume Examples & Samples

Create and update complex SQL queries
Research and document data mapping
Analyze complex credit reporting data for inaccuracies and deficiencies
Coordinate transactional testing to monitor data input errors and identify patterns (systematic, procedural, training, etc.) in order to provide recommendations to improve quality
Determine opportunities for process optimization and automation; implement automation through the use of technology where possible
Ensure the timely and accurate completion of all tasks and activities within the work unit, ensuring transactions are completed following regulatory guidelines and internal procedures, and meeting defined service levels, goals, and expectations
Maintain accurate and detailed documentation of processes, results, and analyses
Coordinate quality assurance activities with internal and external partners
Document and track issues and work with business units to ensure completion of resolutions
Manage reviews of operating tasks and functions to ensure department adheres to all regulations
Assist Managers / Supervisors with updating and implementing internal controls and procedures as risks are identified
Review and track daily/weekly/monthly statistics, and trends
Perform special projects and other duties as required
College degree in a business related field or commensurate work experience required
Strong technical aptitude, at least 1+ years SQL is required
Preferred 1+ years of data analysis
Familiarity with credit bureau data and furnishing preferred
Experience querying in Oracle and Teradata databases
Knowledge of credit reporting processes and procedures, Risk, Quality, Compliance, and/or Audit related experience is preferred
Solid PC / software knowledge, particularly Excel and PowerPoint
Must be able to perform responsibilities with minimal supervision
Must be able to manage multiple tasks simultaneously
Ability to problem solve and plan strategically
Strong initiative to introduce, implement, and support improvements to current practices and procedures
Must have above average communication skills and be able to lead group meetings and discussions covering complex topics
*Position does not offer Sponsorship required to work in U.S. or transfer of H1B Visa***

234

Operations Analyst Resume Examples & Samples

Identifying areas of improvement based on trending in escalated complaints and make recommendations to improve the Client experience
Strong reporting and analysis including production of monthly Business Unit Reviews, Executive Management Reports, steering committee reports and customer experience communications
Analyzing Client issues and offer solutions that fit both Client and company needs
8 years of relevant work experience demonstrating above requirements
SAS preferable
Customer experience background and perspective
Customer journey mapping and thought leadership

235

Operations Analyst Resume Examples & Samples

Set up new client accounts and project codes in billing system
Book monthly revenue earned in Mercer Mutual Funds to accounting system
Read and interpret complex legal documents in order to apply the appropriate pricing methodology to new client invoices
Ensure manual invoices are calculated accurately and in a timely manner
Update invoicing control files on a quarterly basis
Ensure the delivery of quarterly invoices are done within deadlines
Reconcile actual management revenue against financial forecasts
Work with cash processing team to ensure payments are applied to their corresponding invoices
Follow up on accounts receivable with consultants and client portfolio directors
Track billing codes for expiration/renewal and ensure contract terms are consistent with invoicing and code set up
Ensure policies and procedures are being followed and seek opportunities to streamline and improve
Work with offshore support team for any system issues and updates
Participate in ad hoc projects for investment operations team
Bachelor of Science or Bachelor of Arts
2-4 years minimum experience in a similar operations or accounting/finance role
Strong knowledge of Excel, comfort and experience with accounting/billing systems, understanding of revenue recognition concepts, ability to work with minimal supervision, ability to manage multiple projects/tasks at the same time, ability to prioritize tasks and manage schedule, ability to work with different personalities/roles/levels within an organization, ability to read contracts and understand client work orders

236

Operations Analyst Resume Examples & Samples

Responsible to support functions within a system that ensures that each day the right people get the right content on the right days in the right language
Own one or more processes within the content delivery system; ensure that it runs optimally and develop improvements for that process
Develop/improve tools, reports, and processes to monitor the health of question operations
Drive process improvements for owned processes; develop metrics and best practices to measure success
Create models to demonstrate system capabilities to drive more effective workflow planning and development cycles
Provide updates to software releases, updates, announcements, bugs, and fixes
Ensure there is proper documentation for all new processes and systems
Bachelor's degree in a technical or business field (Mathematics, Engineering, Accounting, Business Mgmt.)
2+ years experience in business operations or project/program management
Proficiency in SQL, Microsoft Excel, & VBA
Demonstrated ability to lead people/teams without formal responsibility— builds rapport with teams of all levels
Effectively prioritizes workload across multiple, simultaneous projects; skilled in triage of competing demands
Experience in business intelligence or data analysis, able to handle large databases
Proficient in R

237

Operations Analyst Resume Examples & Samples

Consolidating and analyzing large amounts of data from a variety of sources
Automation of complex metrics processing
The ability to design and code solutions starting with broadly-defined problems, and refining iteratively
Analyzing different user requirements and determining specifications for the various applications or needed solutions
Drive best practices and engineering excellence
Solid VBA or Python coding skills to design and automate reporting and develop applications using Excel and Access
Strong skills in SQL development, in-depth grasp of SQL reporting, analytics and business intelligence
Working knowledge of data warehousing and processes e.g. ETL, OLAP, Kimball methodology, etc
Ability to take a project from requirements gathering through to launch and into production
Excellent communication skills with both technical and non-technical / sales peers
Proven ability to take direction, work autonomously and consistently meet deadlines
Experience working with web services and API
Degree in computer science, engineering, mathematics, or other related technical field
Understanding of object-oriented design, data structures, and algorithms
Hands on experience with BI and statistical packages such as R, Tableau, OBIEE
Understanding of data visualization principles e.g. d3.js with the ability to present to senior stakeholders

238

Operations Analyst Resume Examples & Samples

Expert in collecting data from source systems and data warehouses then analyzing that data to provide information and insights to support business decisions
Ability to sell concepts to internal and external executive management
Attacks opportunities with entrepreneurial spirit and aggressiveness
Establish strong collaborative working relationships with internal constituents including information technology, contact centers, store operations, logistics and loss prevention
Experience managing Analytics, Process Improvement and/or Operations Commerce
4 year Bachelor’s Degree or equivalent experience

239

Operations Analyst Resume Examples & Samples

Support client service/sales by providing on time and accurate data reports
Provide value-added insights to client management and apply overall industry perspective to NPD products
Respond to internal inquiries and begin to make recommendations on standards for reports and analysis. Develop techniques for analyzing and presenting data
Demonstrate excellence in DecisionKey® and Microsoft Office tools, specifically Microsoft Excel
Take responsibility for personal development by seeking training, on-the-job experiences and input from the manager
Demonstrate expertise in all appropriate NPD services
Proactively provide internal clients with recommendations and analysis regarding the industries their external clients participate in
3-5+ years in market research or equivalent
Strong analytical and writing ability – digests diverse data sets and incorporates them into cohesive and succinct stories within presentation decks, Word documents and emails
Skilled in usage of analytical tools and database manipulation
Solid knowledge of retailing and familiarity with NPD client base
Communicates effectively with all levels of NPD organization
Knowledge of NPD methodologies
Expert in all MS Office products (strong in Excel, PowerPoint and Word)

240

Operations Analyst Resume Examples & Samples

Demonstrate the ability to work both independently and as a team
Be detail oriented
Hold a degree in Management Information Systems or similar

241

Operations Analyst Resume Examples & Samples

Identifies selection, report or query criteria by interviewing customers, analyzing the existing process or tools, and documenting the results / requirements
Develops solutions to processing problems or concerns by documenting the issue and requirements, building process work-flowchart and diagram, studying the availability and capabilities of existing solutions, analyzing alternative solutions, recommending a solution, and preparing specifications for the solution
Prepares customers to use new or changed process and tools by conducting training
Provides reference for the team and its customers by writing documentation
Bachelors degree or equivalent experience required. (Equivalent Experience 4 years experience with Payment Integrity Programs)
Well organized with excellent communication skills
Ability to anticipate needs and solve problems proactively
Ability to learn quickly and work independently within time constraints
Strong computer skills, including the MS Office (proficient with MS Excel) and Google Apps for Business; Excel proficiency on pivot tables, VLookup, data analysis, data reporting, etc. or the ability to learn these skills

242

Operations Analyst Resume Examples & Samples

Two years related experience in healthcare data analysis or reporting
Excellent oral and written communication skills and fluency in English required
Previous Operations Analyst, Data Analyst, Reporting Analyst experience preferred
Excellent analytical and data management skills
Ability to work independently and self-review, manage deadlines and multiple priorities, think tactically and strategically, demonstrate objectivity, be results oriented, and show initiative and creativity
Strong computer skills and technical capabilities, including but not limited to, Microsoft Office, etc. Elevated Microsoft Excel skills required (Macros / Formulas / Pivots / Etc.)
SQL experience and / or exposure preferred
Ability to quickly learn new systems, platforms, and software packages
Excellent communication skills, especially written, and the ability to concisely summarize
Strong interpersonal skills with proven ability to effectively work with others
Ability to provide follow-up and demonstrate attention to detail
Ability to research, understand, and explain healthcare services’ volume, utilization, and market data
Ability to research, understand, and explain market demographics
Extensive knowledge of Microsoft Office including Excel, PowerPoint, and Word
Ability to develop and maintain highly functioning web reporting applications using a myriad of tools and techniques
Ability to access, understand, and communicate effectively about hospital reporting and metrics
Ability to plan, organize and manage resources within prescribed timeframes (prioritize and focus)
Ability to identify and respond appropriately to primary client/customer needs (service orientation)
Ability to verbally articulate and communicate with internal and external customers
Adaptability – Maintaining effectiveness when experiencing major changes in work tasks or the work environment; adjusting effectively to work within new work structures, processes, requirements, or cultures
Stress Tolerance – Maintaining stable performance under pressure or opposition; handling stress in a manner that is acceptable to others and the organization
Project management - Identifies, communicates, and manages projects as required
Communication – Communicate clearly, proactively, and concisely with all key stakeholders, customers, and management
Customer orientation - Establish and maintain long-term customer relationships, building trust and respect by consistently meeting and exceeding expectations
Tactical execution – Effectively executes and manage tactical initiatives in support of strategic objectives
Additional Equipment Skills: Mobile smart phones, data projectors, fax, copiers, printers

243

Operations Analyst Resume Examples & Samples

Participates in technology consultation with client management and partner with client conversations as applicable
Consult and partner with client management and the client to understand technology changes required
Set up reporting applicable to any technology product used in the travel programs
Provide ongoing case updates as needed to ensure understanding and timely completion
Research and resolve escalated issues for online booking tools, products such as Expert Auditor and general technology utilized in our AmexGBT travel programs
Assists with Online Booking Tool and product (PTA) implementations specifically related to a clients program
Interface with clients, Client General Manager’s and all AmexGBT technology groups that support products and online services for client programs
Generates creative ideas to ensure products are used effectively
Gathers and shares best practices across clients and segments
Uses analytical and creative approach to condense large amounts of information into a clear, concise, effective format
Drives results by operating with a sense of urgency, employing effective time management to deliver results within deadlines
Provides overall Technology Client Program support to the Client General Manager
Provides support and engages directly with the Client as needed and oversees execution of the technology program action plans
Should be open to work in shifts
Excellent communication skills (Written and Verbal)

244

Operations Analyst Resume Examples & Samples

This role performs routine, analytical review of data and/or documentation which may include customer data and/or review for fraud/risk activities
May perform other such duties as assigned including trouble shooting operational issues
May train more junior team members
May participate in projects requiring coordination with other teams
May serve as primary contact with vendors and/or other business units
Maintain/create accurate and timely reports and/or documentation with minimal supervision
May perform ad hoc analysis and reporting
Manage competing priorities in an accurate and timely manner. Utilize department specific system applications
Solid written and verbal communication
2+ years, Experience in analysis, financial services industry or business line experience a plus

245

Operations Analyst Resume Examples & Samples

Reporting of productivity, quality, and other ad hoc requirements in an accurate and timely manner
Requires the application of various methods, procedures, and knowledge of the business unit’s product(s) and system application(s)
Performs routine, analytical review of data and/or documentation which may include customer data and/or review for fraud/risk activities
Perform other such duties as assigned including trouble shooting operational issues
Participate in projects requiring coordination with other teams
Manage competing priorities in an accurate and timely manner
Regular direct interaction with Customers, Contact Center and Branches over the telephone for inbound and outbound calls

246

Operations Analyst Resume Examples & Samples

Identify opportunities for process optimization, process redesign, or development of new process/policies based on customer trends and prediction of future needs
Build, maintain and evolve KPI framework, including both definition and the creation of an ongoing measurement system for key KPIs
Various activities to support the Program Solutions and Logistics team as directed by Management
Degree level qualification in a business related undergraduate course; Supply Chain or Marketing disciplines an advantage
Advanced Excel User – very competent in all aspects of Excel
Competence in full Microsoft Office Suite required
Skilled communicator (written and verbal) with strong presentation skills
Excellent relationship management skills, able to work across global teams

247

Operations Analyst Resume Examples & Samples

Manage workflow to ensure timely, quality deliverables
Ensure efficient utilization of resources to meet established goals
Lead in the compilation of data and analysis content for presentations
Maintain a deep understanding of workforce planning processes, staffing modeling algorithms, and associated technology
Develop and maintain ad-hoc staffing and operational performance models using various software tools and algorithms
Evaluate current processes and procedures and make appropriate recommendations for process improvement and/or cost savings
Comprehensive working knowledge of problem solving/decision making
Acts as a liaison between the IT development group and business units for the development and implementation of new systems and enhancement of existing systems
Evaluates new applications and identifies systems requirements
Evaluates new IT developments and evolving business requirements, and recommends appropriate systems alternatives and/or enhancements to current systems
Assist in the documentation of process flows and procedures
Maintain communications with other business teams to facilitate resolution and share information
Advanced working skills of organization/prioritization
Maintain an understanding of both customer and provider experience to enrich effectiveness of staffing models and analysis
Support the documentation of all workflow processes, modeling, and reporting
Develop presentations to effectively communicate updates on capacity management processes, technology, and effectiveness
Receives a minimal level of guidance and direction
Bachelor’s degree in related field preferred with 5+ years of experience
Ability to interact effectively, with internal or external customers and act with empathy
Applies advanced knowledge of workforce management processes, procedures, systems, and adherence to applicable legal compliance standards
Applies advanced industry knowledge to discipline practices, including best practices, to support the business unit
Applies advanced knowledge of computer applications such as Excel, Business Objects, Access, PowerPoint, Tableau,etc
Applies advanced knowledge of analytical procedures to reconcile, manipulate, and recognize patterns of data
Applies advanced knowledge of problem solving and preparation of complex reports for analysis
Requires knowledge and experience in own discipline; still acquiring higher-level knowledge and skills
Continuously improve business outcomes
Ability to quantify and adapt systems to leverage data for operational metrics related to both efficiency and effectiveness of performance
Works within complex assignments requiring knowledge in breadth and/or depth in area of expertise

248

Operations Analyst Resume Examples & Samples

Support the Resourcing Vendor and Operations Manager on regional and global projects, covering policies, processes, vendor implementation and technology
Act as the recruitment systems liaison, working with our global teams on system requirements and enhancements
Act as an EMEA coordinator for various regional and global recruitment initiatives
Coordinate distribution of recruitment information across the region, providing regional and cross business oversight
Support production of guidelines and policy, as well as any necessary training
Act as the on-going liaison point between the resourcing team, outsource provider and internal teams for resourcing projects
Work with compliance, data security and policy review teams on policy implementation and adherence to current policy guidelines
Manage local recharging process of vendor costs in collaboration with finance team
Manage any local governance processes that require recruitment input, for example inter-company agreements for services provided from one legal entity to another
Manage the risk and controls agenda, overseeing local policy compliance and testing required
Monitor vendor performance by regularly connect with the vendor on operational topics
Act as the on-going liaison point between resourcing and the HR Shared Services team that supports recruiting and onboarding, driving process improvement
Management and oversight of relationship between international units of Citi from a recruitment operations point of view. Collaborate with vendor teams, HR teams, and the business. Ensure that all agreements and approvals are in place and up to date
Extensive years of specialist-level experience from a professional HR/Recruitment organisation preferred
Experience in Financial Services or Insurance organizations would be beneficial
Project management and/or project coordination experience preferable
Relationship management experience and ability to interact with various stakeholders across different geographies
Strong ability to make data understandable and useful for stakeholders
Ability to utilise reporting tools is beneficial
Ability to influence and negotiate with internal stakeholders regionally and globally
Bachelor/Master degree preferred but not mandatory if balanced by relevant business experience
Self-driven
Strong individual execution skills. Ability to drive and execute tasks with minimal supervision
Strong work ethics
Interpersonally active
Comfortable with MS Office tools (Excel, Powerpoint)
Budget/finance aware

249

Operations Analyst Resume Examples & Samples

Bachelor's Degree from a competitive school
3-5 years' experience working in Operations
General knowledge in Investment Management operations and impact of corporate actions to trading, valuation, portfolio accounting and performance
Ability to provide customer service support to the front, middle and back office
General knowledge of foreign equity and fixed income securities
Exposure to pricing assets and communicating fair valuation rationale to relevant internal and external parties
Excellent analytical, written and communication skills
Ability to work in a team environment and research issues proactively and independently when warranted
Strong research skills and resourcefulness
Course work in Finance, Mathematics or Economics

250

Operations Analyst Resume Examples & Samples

Ensuring the timely production of Weekly Operations packs
Standardisation and automation of the packs to ensure they are produced efficiently
Providing analytical support to the Operations team to optimise portfolio performance
Providing analytical support to the PLATO team to ensure we deliver an exceptional service to our clients
Supporting the analytical agenda within Operations for RM
Providing SME support for problems and incident resolution
Supporting the optimisation and automation of PLATO processes through identifying efficient solutions and providing inputs into Change Request prioritisation
Effectively integrate into the analysis team and interact with stakeholders across all business functions
Good Honours degree level qualification
Exceptional numeracy and keen attention to detail
Distinctive problem solving and analytic skills with a high degree of analytical rigour
Working knowledge of PowerPoint and VBA
Experience with database environments and data set manipulation particularly in SQL / SAS and Excel

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Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

Operations Analyst Resume Examples & Samples

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