Performance Reporting Resume Samples
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Performance Reporting Resume Samples
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AC
A Crist
Americo
Crist
9554 Predovic Lake
New York
NY
+1 (555) 729 2482
9554 Predovic Lake
New York
NY
Phone
p
+1 (555) 729 2482
Experience
Experience
San Francisco, CA
Performance Reporting Controller
San Francisco, CA
Christiansen Group
San Francisco, CA
Performance Reporting Controller
- Answering adhoc-requests / supporting performance packs / supporting detailed analysis based on business request and interpretation
- Answering PPR adhoc-requests / supporting performance packs / supporting detailed analysis based on business request and interpretation
- Liaise with the various Accounting Centres regarding all invoices to BP and reconciliation of the AP/AR and Prepayment balances
- Deliver Finance Group Reporting support to the business(es) and countries assigned to the role
- Provide performance reporting support to the business(es) and countries assigned to the role
- Lead GBS budgeting process and work with the management team in order to deliver a realistic and timely budget
- EP2 upload, CTT reporting
Detroit, MI
Analyst, Financial Performance & Reporting
Detroit, MI
Bahringer-Balistreri
Detroit, MI
Analyst, Financial Performance & Reporting
- Provides assistance in drafting jurisdiction budget and performance trends
- Responsible for providing data entry to support performance and financial reporting
- Provides financial and performance reporting on jurisdiction spend and operational costs
- Provides data entry to support performance and financial reporting
- Drafts jurisdiction budget and performance trends
- Project management
- Responsible for maintaining reports and performance documentation
present
Boston, MA
VP Investment Performance Reporting
Boston, MA
Kling, O'Kon and Nitzsche
present
Boston, MA
VP Investment Performance Reporting
present
- Develop and implement all policies, procedures and guidelines related investment performance reporting, directly or indirectly related to
- Valuation of returns; philosophy, logic, methodologies, etc
- Approach on AUM and assets held away
- Approach, philosophy and usage of all external existing and new benchmarks to ensure proper usage with clients
- Corporate driven client statements and/or reporting and timing of such (daily, monthly, quarterly, annually)
- Advisor driven client statements and/or reporting capabilities
- Approaches for customized investment performance reporting approaches for key client segments
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
University of Virginia
Bachelor’s Degree in Finance
Skills
Skills
- Advanced knowledge of Excel, Access, Visual Basic and PowerPoint
- Strong analytical skills with ability to organize and publish data analytics in various formats
- Excellent communication skills and fluent in English, both oral and written, with the ability to articulate complex and sensitive issues to management
- Excellent analytical skills and the ability to present information in a succinct format to management
- Strong leadership skills with ability to engage and collaborate across geographic locations
- Ability to organize and prioritize multiple deliverables and tasks
- Ability to solve complex issues and apply an appropriate risk management response
- Proactive problem-solving and decision-making, with the ability to exercise sound, timely and independent judgment
- Coordinate site level efforts to interpret data and produce valuable insight and trend analysis reports
- Working knowledge on the following platforms – VBA, SAS, MS SQL Server, Oracle, UNIX, COGNOS, .Net and Java technologies
15 Performance Reporting resume templates
Read our complete resume writing guides
1
Institutional Performance Reporting Resume Examples & Samples
- Performance reporting knowledge
- Finance and / or statistics background
- Strong customer service
- Detailed and analytical
- Strong team player
- Good communicator
- Organized with the ability to multi-task
2
Performance Reporting & Controls Business Manager Resume Examples & Samples
- CRES Transformation Program (CTP)
- Accounting qualification desirable
- Good eye for detail and excellent analytical skills
- Strong controls focus and reporting experience
- Experience working with, managing and engaging stakeholders of varying degrees of seniority across the bank, with strong presentation, communication and organisation skills
- Ability to work well under pressure and multi-task/prioritise deliverables
- Excellent skills in M/S Office, especially Word, Excel and Powerpoint
- Experience of working in a business services environment is desirable
3
Asset Management Financial Performance Reporting Resume Examples & Samples
- Working closely with other Finance teams, business and operations to provide timely & accurate management information. Support the business' financial decision making process by providing analysis and reporting on Invested Assets, Revenues, Costs and Headcount
- Reporting and advisory support to the Business and regional Finance management. The individual should possess a mind-set of continuous enhancement to improve the use, sharing and reporting of financial data to internal clients, ensuring that an appropriate level of information is provided to stakeholders to support tactical decision making
- Coordinate APAC regional report submission to head-office and manage the communication process across various markets and time-zones
- Reporting and analysis of client account profitability metrics
- Supporting the team to onboard new Finance applications & reporting tools
- Participate ad-hoc initiatives to improve efficiency of the FIR team
- Preferably degree holder in Accounting, Finance or a relevant discipline. Qualified Accountant preferred
- 2-3 years of experience, ideally with prior experience in a Management Reporting function of an Investment Bank or Investment Management firm
- Ability to work under pressure and manage conflicting deadlines
- Good communicator, encompassing strong listening skills, confident and professional in dealing with others
- Strong knowledge in MS Excel. Knowledge of other reporting tools such as Business Objects or Hyperion an advantage
4
Manager, Performance Reporting Ins S Resume Examples & Samples
- Establish composite assignments for all accounts. Review investment guidelines and determine strategy with portfolio managers and marketing group
- Support Global Investment Performance Standards (GIPS) policies and procedures
- Manage overall GIPS marketing platform
- Work with marketing and portfolio management to support new product initiatives
- Review GIPS related inquiries
- Provide data for GIPS verifications and audits
- Plan and facilitate GIPS Committee meetings with senior representatives from across the firm
- Calculate and analyze ex-post risk statistics (standard deviation, tracking error, etc.)
- Lead projects to enhance calculation, reporting and analysis tools
- Cultivate relationships with internal and external partners and service providers
- Keep abreast of GIPS Standards, industry initiatives, and market trends that impact the business
- Manage a small team of analysts
5
VP Investment Performance Reporting Resume Examples & Samples
- Develop and implement all policies, procedures and guidelines related investment performance reporting, directly or indirectly related to
- Valuation of returns; philosophy, logic, methodologies, etc
- Approach on AUM and assets held away
- Approach, philosophy and usage of all external existing and new benchmarks to ensure proper usage with clients
- Corporate driven client statements and/or reporting and timing of such (daily, monthly, quarterly, annually)
- Advisor driven client statements and/or reporting capabilities
- Approaches for customized investment performance reporting approaches for key client segments
- Performance related data quality and information on all Ameriprise client internet site(s)
- Marketing collateral utilizing current and/or historical performance or projections
- Proper disclosures on all associated outputs
- Own all decisions related to AWM Performance Reporting “tools” used to report on performance, whether proprietary and/or 3rd party. This will be accomplished through strong partnership with Technology and other key stakeholders
- Review and validation of investment performance is accurately displayed (gross and net) for all product types
- Working in conjunction with Compliance and Legal, continually monitor the regulatory and legal environment for performance reporting topics to ensure compliance. Provide guidance and education regarding regulatory trends and requirements specific to performance reporting. Ensure that Ameriprise follows standard industry protocols and standards where appropriate (e.g. GIPs)
- Provide an outside-in look at performance reporting through the use of comprehensive knowledge and application of investment performance calculation and measurement techniques and practices across all types of investment products such as
- Time-weighted performance
- Money-weighted performance
- Cash-flow adjusted performance
- Internal rate of return
- Modified Dietz
- Investigate unique situations and/or performance outliers; ensure solid and consistent messaging and treatment
- Ensure the client/advisor experience is considered in all performance reporting, driving increased satisfaction and efficient practices
- Play key point of contact for performance related questions, concerns and issues; Reconcile issues as they arise
- Owner of communications, education/training, execution, etc. for this function taking into consideration all needs of the broker-dealer (end client (novice to sophisticated investor), advisor, field leadership, business, compliance, audit, etc.)
- Builds and maintains professional industry networks to ensure Ameriprise is well versed in terms of what others in our space are doing
- Chair and/or participate in various committees designed to drive the best decision for Ameriprise
- Create and lead a team of investment performance reporting professionals People leadership responsibilities including coaching, goal setting, 1:1 meetings, written reviews, compensation, etc. Responsible for managing multi-million dollar department budget
- Participate in corporate projects as requested
- Minimum of 10+ years of progressive experience in performance measurement and reporting with deep subject matter expertise in investment performance reporting within a broker-dealer organization
- Bachelor’s degree in Mathematics, Finance, Actuarial Science, Statistics, or related degree; advanced Degree(s) in computer science or applied quantitative field (math/statistics, economics, physics, engineering) preferred
- Comprehensive knowledge of investment products including: managed accounts, mutual funds, fixed income, capital markets, alternatives, options, general securities, insurance, annuities, etc
- Comprehensive knowledge and application of investment performance measurement techniques and practices across all types of investment products
- Excellent quantitative and analytical skills
- A strong understanding of FINRA, SEC, etc. issues and evolving regulatory climate
- Ability to influence at all levels of the organization
- Have the passion and perseverance to drive cultural change, etc
- Well-rounded strategist
- Strong collaborator
- Excellent ability to execute; understand how to successfully drive large cross-organizational initiatives
- Clear understanding of the financial services industry and ability to see how trends will influence business
6
Business Performance Reporting & Sales Management Director Resume Examples & Samples
- Develop and implement national business strategy; identifying opportunities for revenue growth
- Create insightful reporting and analytics that both measure national results and provide business leaders a path forward to take action on improving results. Includes daily, weekly and monthly reporting, which highlights actuals vs. goal, branch participation and trends over time
- Oversee development and implementation of quarterly Division Manager business reviews with the Region President(s) and Sales Support & Program Managers
- Liaison with National Sales Support & Program Manager, supporting Client Experience and Sales, as well as all national-wide initiatives
- Act as key liaison with Distribution Strategies, Finance, Shared Services and other national partners to implement changes in the branch footprint. Includes branch closures, sales, relocations, Ecosystem branch openings, etc
- Develop and manage national financial plan and P&L; prepare annual expense budget and quarterly forecasts nationally
- Produce sales and financial results including regional performance modeling, drivers/metrics and analysis
- Direct monthly national process to produce detailed performance reports; including stack ranking analysis. (productivity reports, OT management, staffing allocations, etc)
- Coordinate participation in incentive compensation process including effective and timely communication of goals and input to national team on compensation plan design/proposed changes
- Analyze spending and identify opportunities for efficiency saves and elimination of unnecessary cost
- Validate and oversee capacity planning and forecasting for the Branch Network; provide headcount reporting and analysis
- Partner with product managers/groups to analyze new business growth opportunities; participate in key business development projects
- Manage a highly skilled team of professionals
- 10+ years Financial and Management experience
- Demonstrated Analytical and Financial Skills, P & L management, budgeting, capacity planning and forecasting: Applicant must be a senior finance subject matter expert with deep understanding of the Firm's financials, ability to discern key drivers and risk/opportunities
- Broad and comprehensive knowledge of the Financial Services Industry and requires a broad understanding Consumer Banking Business
- Strong / Highly Developed Communication, Negotiation, Financial Modeling and Project Management Skills. Will be interacting with staff at a variety of levels, including very senior audiences, on a variety of internally driven and function driven deliverables. The ability to articulate 'big picture' and present to senior management is essential
- Organizational Skills: heavy coordination with many individuals at varying levels across regions and functions, operating with precision within limited time frames on deliverables. The individual must be highly organized and able to prioritize in an environment of change while always seeking to improve the organization and business
- Teamwork/Relationship Management: the position requires extensive teamwork, partnership and collaboration across regions and functions
7
Performance Reporting Resume Examples & Samples
- Be a confident, well-rounded methodical person with strong analytical skills
- Have strong communication skills, both oral and written
- Have good attention to detail as accuracy is essential
- Be comfortable and able to escalate where required
- Be able to absorb, analyse and work with detailed information
- Have good investigative and problem solving skills
- Be self-motivated with an ability to work consistently and efficiently under pressure
- Be task orientated and able to meet targets and deadlines
- Be able to lead by example
- Be proactive in setting and maintaining high client service levels
- Be adept both at working individually, and as part of a team
- Proficient with Microsoft Office - Word, Excel, PowerPoint - experience of spreadsheets, formulae and pivot tables (The successful candidate will be responsible for producing meaningful metric information to clients to demonstrate the value of people)
- Corporate Action experience, preferably in a Client Reporting capacity
- Reconciliation
- Equity / Fixed Income / Mutual Funds
- FX and other Cash Instruments
- MDIs (Standard Settlement Instructions)
- Managing Operational Risk
- The Trade Support team provides support to the business, booking trades, resolving breaks and other assignments as designated by the business
8
Client Performance Reporting Section Manager Resume Examples & Samples
- Solid understanding of investment vehicles and performance
- Possess thorough knowledge of financial markets
- Advanced knowledge of Morgan Stanley Statements and Performance Tools including but not limited to SCR, Orion, Portfolio Minder and Wealth Bench
- Series 7 and 63
9
Operations Technician Performance Reporting Resume Examples & Samples
- Business related Associate’s Degree
- Undergraduate degree with emphasis in Accounting preferred
- 2-3 years of experience within the finaical services industry. 3-5 years of advisory performance reporting desired
- Series 7 and Series 66 are strongly recommended
- Computer proficiency including Microsoft Office products, especially Word, and Excel. Able to copy/paste reports, run queries in MS Access and understand results
- Managing one’s own time and priorities to ensure the meeting of deadlines with high attention to detail
- Knowledge of economic and accounting principles and practices, the financial markets, the industry, the analysis and reporting of financial data, and associated terminology
- Ability to choose right methods or formulas to solve a problem, perform calculations and reconciliations
- Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems with problem solving aptitude
- Able to communicate well with supervisors and peers
- Knowledge of principles and processes for providing outstanding customer service. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. And the ability to work well in a team environment and high level organizational skills
10
Executive Group Treasury Finance Business Performance Reporting Resume Examples & Samples
- Providing assistance with managing the Group Treasury Finance reporting function including leading the preparation of monthly management reports and forecasts; including regional overlay and interaction with senior members of the global Group Treasury Finance team
- Reporting of the Funds Transfer Pricing (FTP) pool for the Group. This involves liaising with multiple stakeholders, including Group Treasury and each BU, to understand the drivers of movements in BU funding requirements and includes monthly preparation and analysis of the underlying FTP result, including run rate
- Preparation of key reporting and analysis of the Group's funding and liquidity position for presentation to senior management within Group Treasury, including support in the publication of the Group's MD&A and Investor Presentation on a semi-annual basis
- Preparation of reporting and analysis of the Group's Capital base and Earnings on Capital
- Assisting with forecasting and analysis of the Group's external funding costs and internal recovery of those costs to BUs for the full year management P&L
- Decision support function for funding and liquidity related projects with Group Treasury, including consultation with Group Treasury and senior management within FMG
- Proven experience in Financial Services, a Big 4 Accounting Firm, or an ASX listed company
- Strong excel and analytical skills
- Base level knowledge of the funding, capital and liquidity requirements of a large bank would be preferable
- Strong relationship building / stakeholder management, influencing and communication skills
11
Manager Group Treasury Finance Business Performance Reporting Resume Examples & Samples
- Managing the Group Treasury Finance reporting function including the preparation of monthly management reports and forecasts
- Reporting and analysis of the Group's funding and liquidity position to senior management within Group Treasury, including support in the publication of the Group's MD&A and Investor Presentation on a semi-annual basis
- Reporting and analysis of the Group's capital and Earnings on Capital
- Forecasting and analysis of the Group's external funding costs and internal recovery of those costs to BUs for the full year management P&L
- Decision support function for funding and liquidity related projects with Group Treasury, including consultation with Group Treasury and senior management within the Financial Management Group (FMG)
- Strong experience in Financial Services, a Big 4 Accounting Firm, or an ASX listed company
- Strong knowledge of the funding, capital and liquidity requirements of a large bank would be preferable
- Exceptional relationship building / stakeholder management, influencing and communication skills
12
Lead, Performance Reporting Delivery Resume Examples & Samples
- Assess Personal Banking Channel performance and sales effectiveness against business objectives
- Connect various data points in our eco system to help understand what is occurring from a customer experience, sales effectiveness and internal service measures
- Identify opportunities for improvement
- Work with the Head of Performance Reporting, Insights and Incentives, Products & Markets and PB Channel owners to recommend key sales and channel performance metrics for PB which drive the enablement of an integrated customer experience across the PB distribution channels
- Responsible for the design, development and BAU delivery of high quality "customer centric" management information/dashboards (including the channel performance dashboard and the Digital dashboard) for the Personal Banking division and reporting against agreed metrics
- Lead the development of key sales performance insight tools and management reporting
- Improve the capability of the Performance Reporting Delivery team with particular emphasis on understanding the PB business and drivers of performance that should be represented in management information and dashboards
- Drive the team to work with the business to develop/improve/refine sales performance metrics that will provide the business better information in monitoring/tracking their business performance
- Ensure the Performance Reporting Delivery team is managed according to the requirements of People Leader Fundamentals, People policies, the nab Values and the enterprise culture
13
CSR Analyst Performance & Reporting Resume Examples & Samples
- Years of experience
- 3/5 years in extra-financial agency on FMCG international sector. Previous experience in corporate communication is desirable but not essential
- Strong experience with MS Office (Word, Power Point, Excel, Publisher), web site development or maintenance experience is a +
14
Performance Reporting & Investment Proposal Tool Business Analyst Resume Examples & Samples
- Handle incoming calls from advisors seeking help in developing proposals with the investment proposal tool
- Provide navigational support, guidance on proposal output, and escalate production issues where appropriate
- Assist in monitoring our inboxes for Performance Reporting and My Total Picture platforms
- Work directly with the product development team on issue resolution and offer ideas on new enhancements and tools
- Work across the Advice and Solutions group helping sales desk utilize the investment proposal tool
- Partner with field leadership for promotion and training opportunities to drive adoption
15
Performance Reporting & Compensation Analyst Resume Examples & Samples
- Teradata
- Three+ years data architecture / design experience
- Able to develop partnerships to further business objectives
- Must be able to multi-task and hit hard deadlines effectively
- Previous BAC experience / familiarity with BAC's data repository
16
Chennai Site Data Management & Performance Reporting Lead-esc TPU Resume Examples & Samples
- Lead the day-to-day activities of TPU Chennai site reporting team
- Coordinate site level efforts to interpret data and produce valuable insight and trend analysis reports
- Implement operational discipline to ensure all key data elements are identified, catalogued, and measured in a timely and accurate fashion
- Lead the efforts to ensure ESC TPU builds institutional knowledge via the maintenance of a report library, data dictionary, process flow diagrams, and procedures for all reports
- Partner with ESC TPU Operations Managers to understand their day-to-day reporting requirements and design/implement reporting solutions to meet those
- Co-lead the strategy to develop TPU’s global operational performance metrics and reporting standards
- Co-lead the data integration and acquisition strategy, assessing additional data categories (e.g. IS, Financial Evaluation, etc.) and sources that will contribute to ESC TPU’s ability to provide holistic and actionable insights to its stakeholders
- Co-lead the rationalization of MIS requirements
- Liaise with ESC Systems to identify data management and reporting tools, define implementation priority, phasing approach and configuration of analytic solutions as a function of size, readiness, legal/regulatory environment, systems architecture/configuration, budget and resource availability
- Support the development of Self-Service Business Intelligence capabilities
- Preferred 10+ years of relevant experience in operations reporting and data management
- Technical experience in the areas of data models and data analysis, database design, Extract Transform and Load (ETL) and data mining experience
- MicroStrategy/QlikView or similar reporting and data visualization tool knowledge highly preferred
- Working knowledge on the following platforms – VBA, SAS, MS SQL Server, Oracle, UNIX, COGNOS, .Net and Java technologies
- Experience with web structure, internet protocols and SharePoint
- Previous experience in similar roles – handling data from multiple sources
- Strong analytical skills with ability to organize and publish data analytics in various formats
- Excellent communication skills and fluent in English, both oral and written, with the ability to articulate complex and sensitive issues to management
- Strong leadership skills with ability to engage and collaborate across geographic locations
- Ability to organize and prioritize multiple deliverables and tasks
- Ability to solve complex issues and apply an appropriate risk management response
- Excellent analytical skills and the ability to present information in a succinct format to management
- Proactive problem-solving and decision-making, with the ability to exercise sound, timely and independent judgment
- Advanced knowledge of Excel, Access, Visual Basic and PowerPoint
- Knowledge of Citi's internal reporting applications preferred
- Minimum BS/BA degree
- Preferred MA/M.Sc./MBA degree
- Preferred Business Administration degree or similar
17
Sales Supervision Manager Performance Reporting Supervision Resume Examples & Samples
- Review client performance reports generated with benchmarks through our Portfolio Management Tool (PMT) for correlation to the client portfolio. This review is designed to ensure compliance with our policy regarding the use of benchmarks and to reasonably ensure the reports are not misleading
- Consult with advisors on aligning the benchmarks and reporting with compliance and company policies
- Interact with our AMP India team, Investment Research Group (IRG), Advisor Technology Solutions (ATS), Compliance, Legal and other business partners as needed
- Experience with portfolio construction and knowledge of market indices in order to quickly analyze rationale for advisor use of certain benchmarks
- Ability to discuss performance reporting and use of benchmarks with advisors and potentially clients
- Must exercise strong judgment and be able to think through “gray areas” and be able to effectively drive compliant advisor behavior
- Ability to manage conflict, with skills in navigating issues with various business partners
- Experience with cross function communication; have an established network of contacts or demonstrate an ability to quickly develop contacts with various Ameriprise Departments
- Proficient with Microsoft Word, Excel, PowerPoint, and Outlook
- Series 7 and 24 required at hire or within 90 days
- May require Series 4 and 53 or 9/10 or others as needed
- CIPM designation or progress towards CFA
- Strong knowledge of Ameriprise field structure and regulatory policies
18
IC Regional Director of Performance Reporting Resume Examples & Samples
- Coordinate analyst training programs
- Develop programs for analyst's career development
- Conduct annual performance reviews and assist with goal setting
- Oversee operations and production of performance reports and other ad hoc projects
- Maintain strong working knowledge of systems and applications used to product client deliverables
- Serve as liaison between analysts and consultants for optimization of communication and cooperation
- Work with other regional coordinators to implement consistent work processes region-wide
- Bachelor's degree in Finance, Economics, or Accounting
- 3 plus years in an investment performance reporting function
- Experience managing investment reporting professionals
19
Digital Infrastructure Availability & Performance Reporting Specialist Resume Examples & Samples
- Strong understanding of the operational monitoring tool (e.g. Gomez, Monitis, Checkpoint)
- Strong understanding in reporting and analytics area
- Understanding of business needs and processes to guide markets on effective strategies and use of provided data
- Prepare reports for DSU Management from available tools
- Support availability of website monitoring and analytical tools
- Create and delivery daily, weekly, monthly dashboards according to business requirements
- Review and align basis for reports (e.g. Measures, objectives, websites monitored)
- Craft an operational reporting strategy for the company including related reference materials such as policies, standards & guidelines
- Brief LGO Champions in the Markets
- Ensure quality and availability of materials to DSU and markets
20
Performance Reporting Group Associate Resume Examples & Samples
- Respond to technical questions concerning client accounts and manager performance statistics
- Participate in improvement team projects and initiatives to maximize use of strategic reporting solutions in performance operations
- Experience in performance measurement or portfolio accounting field required
- High level of proficiency in Outlook, Excel (Macros), Access
- College: 4 years, BS degree Major field of Study: Finance/Accounting
- CIPM Certification desired (not required)
21
Assistant Manager Operations Institutional Performance Reporting Resume Examples & Samples
- Associate degree or equivalent plus financial industry experience
- Series 7, Series 66 (or 63/65) within one year of hire
- Series 7 & 66 (or 63/65), 24 desired
- Bachelor's degree, strong financial, accounting, and/or mathematical background desired
- 3 year's supervisory and financial industry experience. Strong technical skills using Excel, Access, etc
- 2-5 years experience in the performance reporting group. Demonstrated technical skills, ability to manage groups, and manage projects
- Advanced supervision skills, ability to work with difficult situations/personnel. Positive leadership and teamwork skills with the ability to lead projects through to completion. Ability to train and mentor others within the department
- Strong mathematical and accounting skills
- Managing one’s own time and priorities to ensure the meeting of deadlines using high level organizational skills
22
Performance Measurement Analyst Global Performance Reporting Resume Examples & Samples
- Long-term account processing
- Delivery against cost/receive against payment (DAC/RAP) performance reporting
- Investment Proposal daily maintenance
- PIA Composite Performance Reporting
- 2-3 years prior experience in the financial industry
- Bachelor’s Degree in Finance, Math or Statistics
- Ability to troubleshoot complex performance problems
- Proficiency with Excel, Work, PowerPoint and other similar applications
- Must have excellent interpersonal and collaboration skills
- Must have strong analytical, organizational & decision making skills
- Prioritize and manage multiple tasks simultaneously
- Strong communicative and relationship building skills
- Flexibility and adeptness
- Customer service experience in a call center environment
- Knowledge of Performance Measurement
- Experience and familiarity with WM Tools and the Client Review Center (CRC)
23
Risk & Performance Reporting Technologist Resume Examples & Samples
- Accountable for recommending, implementing, and managing business intelligence capabilities, centralized data collection and archival, and automated dashboards and reports for the Information Security Group
- Accountable for developing, implementing, and managing dashboard report distribution and access control
- Responsible for developing the standards and processes for data intake
- Responsible for identifying and effectively communicating information security risks identified by data mining a single source or aggregating multiple data sources
- Responsible for helping to define and implement best practices and processes for the security metrics program
- Responsible for ensuring complete, accurate, and timely reporting of analytics and insights to stakeholders
- Bachelor/Graduate degree in Computer Science, mathematics, or a related technical field and a minimum of 5 years related experience
- 8+ years of experience in developing, reporting, and communicating analytic results
- 5+ years of experience developing Key Risk Indicators / Key Performance Indicators related to IT Risk Management
- Strong experience in architecting and implementing technology strategies for analytics and reporting
- Strong experience in the implementation and usage of reporting and business intelligence solutions such as Tableau or QlikView
- Strong experience in integrating data sources into a common repository such as Business Objects or an Oracle database
- Experience in the collection and aggregation of various data sources for reporting and archiving of statistical data
- Experience with productivity software such as Microsoft Office
- Working knowledge of information security industry frameworks (e.g. ISO, NIST)or (
- A self-driven and motivated individual with proven ability to architect and implement a business intelligence technology strategy involving multitude of areas and stakeholders
- An excellent communicator both orally and in writing
- Information Security domain knowledge is strongly preferred
- Candidate must be able to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
- Candidate must have strong analytical skills to determine how a system should work and how changes in conditions, operations, and the environment will affect outcomes
- Candidate must be able to understand information security risks and determine ways to identify measures that will accurately reflect the current degree of risk
- Candidate must be able to identify measures or indicators of data quality and the actions needed to improve or correct performance, relative to the goals of the system
24
Director of Risk & Performance Reporting Resume Examples & Samples
- Monitors and manages investment portfolio exposure to market, credit, and liquidity risks through multiple strategies, including credit VaR modeling and analysis, tracking error, etc. Advise CIO and CCIO Staff Investment Team on risk mitigation and strategy changes
- Conducts statistical analyses, assembles and reviews data, completes ad hoc and recurring analyses of portfolio risk and performance. Prepares and presents portfolio performance and risk analysis and dashboards to CCIO staff, Clinic leadership and the Investment Committee
- Engages with CCIO investment team to analyze potential changes that new investment themes and/or investment managers will have on portfolio returns, asset allocation, and risk measures
- Works with custodian bank and Cleveland Clinic Accounting and Treasury teams to generate accurate performance reports
- Works with third party vendors to design and maintain risk reporting
- Maintains a network with the external investment community to expand CCIO knowledge regarding top risk and performance management tools and strategies
- Supervises a team and encourages their professional development
- Assigns ongoing and ad hoc duties and responsibilities as appropriate
- Minimum of 10 years of professional experience in performance and risk management of assets for an endowment, foundation or pension fund. Established track record excelling in environments involving financial, analytical and modeling skills
- Broad experience with information technology systems in the asset management industry
- Experienced in leading complex projects through collaboration and has an excellent track record in delivering quality outcomes
25
Manager, MA Financial Performance & Reporting Resume Examples & Samples
- Manages the performance and financial reporting for the jurisdiction to identify trends and provide insight through reporting
- Leads financial and performance reporting through reviewing jurisdiction spend and operational costs
- Reports on performance against the jurisdiction budget to provide analysis of performance trends
- Supports Cadence Review meetings and addresses any follow-up reporting needs
- Responsible for working with the Director, Planning, Budgeting and Performance to provide performance and financial reporting to support Finance Operations and Corporate Finance
- Responsible for performance reporting to provide insight on jurisdiction performance to support growth and profitability initiatives
- Reviews performance and financial numbers by comparing current and historical data to report on trends and performance indicators
- Works with Director, Planning, Budgeting and Performance to develop and implement Key Performance Indicators (KPIs) to track jurisdiction budget alignment and financial performance
- Partners with finance to implement KPIs to ensure consistent and accurate reporting
- Applies US GAAP, SOX and SEC requirements to jurisdiction reporting activities
- Provides counsel to employees, manages third party consultants and contractors, and advises senior leaders as necessary
- Performance and business unit reports
- Support function finance
- Business unit finance
- Budgeting, accurate forecasting and KPIs
- Business performance acumen
- Cross-functional business partnerships
- Bachelor’s Degree; Master’s preferred, with a minimum of 7 years in finance roles with increasing scope and leading financial processes
- Experience in financial management and financial and performance reporting
- Strong ability to build cross-functional relationships to create and implement financial metrics and budgets
- Common utility Finance practices
- Finance systems and business process
- Financial acumen and analytic skills
- Strong ability to work across department and geographic boundaries
- Ability to manage competing priorities through effective planning and execution skills
- Develops others
26
Dshs Data & Performance Reporting Program Manager Resume Examples & Samples
- Bachelor's degree with a major study in Business Administration, Public Administration, or closely allied field AND five years of progressively responsible experience in managing performance, conducting data analysis, developing processes and procedures, and conducting process improvements at a regional or statewide level. (Experience may substitute, year for year, for education)
- Letter of Interest addressing how your experience provides a good match for this position and alignment with the Division of Program Integrity's Mission, Vision, and Values. (Not to exceed 2 pages)
- Detailed resume including employment dates
- Two professional writing assignments addressing: (Each assignment is not to exceed one (1) page each.)
27
Analyst, Investment Performance & Reporting Resume Examples & Samples
- Identifies improvements to existing processes to further gain operational efficiency and productivity
- A College or University degree and/or relevant proven work experience
- CIPM or CFA a plus
- Minimum 3 years of Accounting, Finance and/or Investment/Asset Management experience
- Prior Accounting/Finance experience
- Proficient in Excel and Microsoft Office applications
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Operations Manager Advisory Institutional Performance Reporting Resume Examples & Samples
- Associate Degree or equivalent financial industry experience
- Series 7. And ability to obtain Series 66 (or 63/65) within one year of hire
- Bachelor’s Degree, strong financial, accounting, and/or mathematical background
- 6-10 years’ experience in the performance area of Advisory Operations managing large groups and projects
- Series 66 (or 63/65), 24
- Positive leadership and teamwork skills with the ability to lead projects through to completion. Ability to train and mentor others within the department. Ability to influence associate actions and behavior through leading by example. Advanced supervision skills, ability to work with difficult situations/personnel
- Provides ongoing associate development through regular interaction and feedback. Knowledge of principles and methods for training, teaching and instruction for individuals and groups
- Using sound judgment and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
29
Performance Reporting Controller Resume Examples & Samples
- The Controller will work with the Service Manager and Business / Country teams to understand the priorities and work to deliver against these as required
- The Controller will look for opportunities to drive process improvements of a notable nature and work with the relevant people to put these in place
- Answering PPR adhoc-requests / supporting performance packs / supporting detailed analysis based on business request and interpretation
- 4+ years experience in Finance/Controlling
- Fluent Dutch and English knowledge
- SAP user skills
- Good communication skills,
- Managing conflicting tasks and deadlines
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Performance Reporting Senior Controller Resume Examples & Samples
- Group reporting requirements such as Balance Sheet Integrity, Intercompany reconciliations and Group Charges
- Provide performance reporting support to the business(es) and countries assigned to the role
- To carry out the month end close processes in a timely and accurate manner for complex or difficult accounting areas requiring extensive experience in order to ensure the correct reporting and accounting treatment. Resolution of issues and queries may require reference to Group Reporting Manuals and / or working closely with the Business / Country teams supported
- The Senior Controller will work with the Service Manager and Business / Country teams to understand the priorities and work to deliver against these as required
- The Senior Controller will look for opportunities to drive process improvements of a notable nature and work with the relevant people to put these in place
- To work with the Business / Country teams supported to ensure mutual understanding of all accounting entries / performance reports and follow up on queries
- EP2 upload, CTT reporting
- Run FEM and Waterfall reports
- To comply with any other job-related requirements. This may be defined by an attached task list or defined by one’s relevant team lead or process lead or by business contact
- Academic degree in Finance/Accounting
- 5+ years experience in Finance/Controlling
- Fluent English knowledge
- MS Office, strong Excel skills,
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Performance Reporting Controller Resume Examples & Samples
- Deliver Finance Group Reporting support to the business(es) and countries assigned to the role
- Support of timely monthly, quarterly and annual financial close processes in accordance with the Group Reporting Manual and any other relevant standards and provide support for other
- Answering adhoc-requests / supporting performance packs / supporting detailed analysis based on business request and interpretation
- They will work closely with Business / Country teams supported to ensure effective delivery, to resolve issues and put in place process improvements
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Performance Reporting Controller Resume Examples & Samples
- Ensure that all processes are compliant with ISO accreditation and that new processes are incorporated into the Quality Management System for the GBS and are consistent with statutory requirements and BP Group policies
- Establish, maintain and monitor effective and efficient financial controls and processes across the GBS, in line with BP requirements. This includes the process for delegation of authorities
- Apply and monitor the application of accounting and financial Functional Standards within the GBS Teams including, but not limited to such things as the operating expenditure and Capex accrual process
- Assist in the preparation of all GFO submissions to ensure an accurate representation of P&L, Capex, Cash and Balance Sheet
- Challenge and provide accounting guidance
- Monthly financial forecasts and long term plans
- Maintain strong networks with peers in the Finance community and outsourced accounting service providers
- Prepare and communicate all quarterly Due Diligence documents
- Liaise with the various Accounting Centres regarding all invoices to BP and reconciliation of the AP/AR and Prepayment balances
- Complete all Balance Sheet Integrity reports
- Prepare quarterly Additional Data and Annual Supplementary Data reporting as required by the Group Reporting Manual and the R&M Segment - Head of Control
- Oversee the closure of relevant financial books
- Support the GBS Leadership Team and GBS peers on control and MI matters
- Lead GBS budgeting process and work with the management team in order to deliver a realistic and timely budget
- Manage an effective budgetary control system for the GBS to recommend actions for cost control and reduction
- Provide financial data and analyses which contribute to all business processes at a local level so that decisions are based on accurate cost and profit information
- Work with the GBS management team to identify and implement financial performance measures at site and team level
- Meet corporate and governmental reporting requirements
- Identify legal and tax implications at a local level in order to inform management decisions and optimise tax liabilities
- Liaise with outsourced legal support teams
- Strong post-qualification experience, preferably in a service environment
- Demonstrated knowledge of best practice in management accounting
- Demonstrated ability to provide proactive commercial support
- Experience with accounting software and its application
- Proven track record of working effectively within a team-based environment, including managing others
33
Analyst, Financial Performance & Reporting Resume Examples & Samples
- Responsible for providing data entry to support performance and financial reporting
- Provides financial and performance reporting on jurisdiction spend and operational costs
- Provides assistance in drafting jurisdiction budget and performance trends
- Runs monthly performance reporting for the jurisdiction
- Assists in ad-hoc reporting to support requests from Cadence Review Meetings
- Reviews reporting details for accuracy
- Responsible for maintaining reports and performance documentation
- Follows reporting guidelines and applies US GAAP, SOX and SEC requirements
- Obtains sign-off on reports for business financial performance actions plans
- Utilizes knowledge of U.S. GAAP, SOX, SEC requirements and IFRS in analysis and scenarios
- Responsible for supporting financial and non-financial controls to meet business requirements
- Business and financial planning
- Budget consolidation
- Data collection and review
- U.S. GAAP, SOX, SEC requirements and IFRS
- Analysis of business performance
- Bachelor’s Degree (accounting or finance preferred)
- 3+ years in business performance, reporting or data analysis
- Experience in financial planning activities
- Experience researching and collecting financial data for accurate budgeting
- Demonstrated business forecasting
- Background in utility service business activities
- Advanced computer skills in MS Excel, MS Word, MS PowerPoint and MS Access; SAP preferred
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Performance & Reporting Manager Direct Bank Resume Examples & Samples
- This role works across the RBWM business and support areas to facilitate achieving goals, sometimes working through conflicting views on approach and managing through multiple priorities.
- Excellent analytical skills with proven ability to understand data, identify key trends and opportunities, putting forward business recommendations in a cohesive reporting package.
- Excellent Numerical, Analytical and Presentation skills.
- Good working knowledge of MS Office tools: Excel, PowerPoint, Word and other MI and analysis tools
- Strong focus, ability to balance risks vs. rewards and maximize the cost effectiveness and profitability for the business.
- Pragmatic decision making skills, with the ability to make clear judgment based on data and understand the implications.
- Strong communication skills for navigating through business requirements, ability to involve others in discussions of alternatives, asking for their suggestions and steering them to a mutually acceptable position
- Innovative – the ability to approach things differently or do different things to deliver goals.
- Awareness of the Multi-Channel and Digital strategies and regional sales and servicing plans.
- Strong team player, highly collaborative
- Respectful of different cultures, working with colleagues from across all 5 regions (North America, LATAM, Middle East, Asia Pacific and Europe).
- High levels of resilience and self-motivation
35
Analyst, Performance Reporting Resume Examples & Samples
- Reports and analyzes Key Performance Indicators (KPIs) and other key metrics for the flight services organization
- Develops and delivers analysis and insights with actionable recommendations that drive strategic and tactical decisions
- Develops automated reporting to summarize performance data extracted from multiple data sources
- Develops all levels of custom reporting, from high level to detailed reporting, for use by various groups within flight service as well as the leadership team
- Participates in business intelligence activities to ensure necessary data is captured
- Validates data and ensures reliability of the data source in the process
- Works with the business and IT teams to develop new business requirements to enhance, optimize, and upgrade the reporting system with new and improved user interface tools, etc
- Bachelor’s Degree in Statistics, Business, Finance, Mathematics, Industrial Engineering or equivalent experience/training
- Experience using data retrieval and visualization methods such as SQL, SAS, Tableu, Cognos
- Strong analytical capability, including application of quantitative reasoning to resolve complex problems
- Ability to obtain, analyze, and present project results
36
Senior Analyst Performance Reporting Resume Examples & Samples
- High school diploma, GED or international equivalent. Undergraduate degree preferred
- Highly analytical with proven experience working with databases and large, complex datasets
- Prior experience coding SQL and SAS and/or prior experience with Cognos and Tableau preferred
- Prior experience in airline ramp operations–especially baggage handling–preferred
- Excellent communication skills with the ability to present to all levels of management required
- Ability to perform and obtain superior results with minimal supervision
- Prior experience in process improvement and change management a plus
- Hour of operation are typically Monday-Friday with occasional extended hours outside of the regularly scheduled shift
37
Director Performance Reporting Management Resume Examples & Samples
- 8+ year’s practical Commercial experience in a multi brand corporate office environment. Progressive work-related experience in Project Management, Strategic and/or Marketing Planning, Project Management and Brand Management presenting to and influencing senior leadership. Demonstrated proficiency in multiple disciplines/ technologies/processes related to the position as well as 2 years managing teams and/or significant complex projects. Travel and/or Hospitality Industry experience preferred
- Demonstrate strong strategic-thought and understanding of the travel & leisure industry
- Knowledge of SQL, Database design, Essbase, Teradata, Tableau, OBI
- Culturally sensitive and team oriented with outstanding influencing and networking skills
38
Planning & Performance Reporting Life & Pensions Resume Examples & Samples
- Support the development of the business strategy and other initiatives through provision of regular accurate detailed financial analysis and insight
- Deliver robust, timely information relating to all aspects of financial performance in order to enhance business decision making
- Act as a point of contact for business for all matters financial, acting as a conduit between finance and the Business Units and support functions as required
- Contribute to the annual budget/plan and regular forecast process through close work with the business. Ensure outputs are robust and completed in a timely manner
- Provide detailed financial analysis and support for business initiatives such as new business opportunities
- Develop a good working knowledge of relevant segments; act as a subject matter expert for any queries relating to financial performance
- Develop a detailed understanding of local market trends
- Assist in the delivery of robust, timely, regular and ad hoc business insights/information to key stakeholders in order to support the financial performance of the Business Unit
- At least 3 years of experience, with a multidisciplinary experience in FAR / PPM /Analytics
- Good knowledge on Business Insights
- Flexible and willing to work in a dynamic environment
- Ability to take ownership
- Strong communicator and good team player
- Good level of English
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Senior Planning & Performance Reporting Banc Santander JV s Resume Examples & Samples
- Leads the production of profitability reporting on behalf of the business unit, monitoring performance trends by product/line of business and highlight any material under or over performances as necessary
- Leading the development of new reporting initiatives for the business unit to provide additional, deeper insight on performance trends to facilitate enhanced decision making, including 'deep dives' into specific areas of concern as required to identify any financial or operational issues that need to be addressed
- Evaluates and reviews business initiatives for the relevant business unit, providing a consistent and thorough approach to the evaluation of opportunities, including building key financial models and presentations for strategic project, maintaining the governance framework to ensure that all business initiatives are subject to a consistent high level of financial challenge
- Acts as a key member of the finance team driving the development and communication of the Business Unit strategy
- Supports the Head of PPM to ensure that the financial impacts of all new initiatives are accurately reflected in financial plans and forecasts, serving as a consultant, providing expert support and analysis in order to enhance planning and performance management for the region
- University degree or equivalent in something related with business administration, economics or actuarial
- At least 5 years of experience, with a multidisciplinary experience in FAR and Planning and Performance Management or Analytics
40
Operations Senior Team Lead Advisory Performance Reporting Resume Examples & Samples
- Proficient in Microsoft Outlook and Microsoft Office Suite
- Exemplary teamwork and leadership skills; is a good role model and mentor with the ability to lead by example and train others within the department
- Excellent conceptualization, presentation and communication skills both written and verbal
- Problem solving aptitude
- Ability to prioritize and delegate as necessary. High level organizational skills and attention to detail
- Significant amount of industry knowledge and the ability to interpret and apply industry rules and regulations
- Associate Degree
- 3-5 years of experience within the financial services industry or in an equivalent field
- 1-2 years of delegating work and cross-training associates
- 6-10 years of advisory Performance Reporting experience or other significant investment performance reporting experience
- 3-4 years of experience leading small groups, including effectively delegating work and cross-training associates
- Series 7 within one year of hire
41
Performance Reporting Assistant Manager Resume Examples & Samples
- Ensure smooth delivery of robust MI processes that support delivery of functional performance and ensure accuracy of data and deadlines are met
- Oversight of processes to develop Management Information (MI) Group Financial Outlook (GFO), Group Financial Results (GFR), and monthly reporting for assigned Function/Business
- Oversight cost recovery and recharge activities for supporting Function/Business.
- Responsible for ownership and signoff of Balance sheet integrity (BSI) process for assigned Function/Business
- Perform monthly, quarterly or other ad-hoc reviews on variances, due diligences and BSI submission
- Point of contact for escalations and act as SME for reporting requirements
- Embed and maintain a strong financial control environment and process in compliance with BP Policies and Practices.
- Implement continuous improvement activities within the team, and proactively identify opportunities for process standardization and alignment in a consistent manner across the various functions
- Actively build and maintain relationships with internal and external stakeholders
- Bachelor’s Degree in Finance, Accounting or related field and / or
- Recognised professional accounting qualification (e.g. ACCA, CPA, CIMA)
- Should be skill full in external reporting and have a good understanding of accounts
- Minimum of 6-8 years of experience in general accounting, preferably in financial, statutory and/or group reporting with strong knowledge of applications of current accounting standards
- Minimum of 4 - 5 years’ experience in leading, developing and coaching teams
- Strong analytical and numerical skills with sound financial control exposure
- Good interpersonal skills and ability to build relationships effectively within a diverse group
- Self-starter with ability to understand requirements and respond to customer needs
- Require to work shift during month/quarter end close
- Experience in Management Information reporting and budgeting are preferred
- Experience using SAP and Business Warehouse (BW) are preferred
- Must be able to communicate clearly and concisely financial data to non-finance personnel
- Strong ability to solve complex problems with little supervision
42
Analyst, Financial Performance & Reporting Resume Examples & Samples
- Responsible for financial and performance reporting on jurisdiction spend and operational costs
- Drafts jurisdiction budget and performance trends
- Responsible for monthly performance reporting for the jurisdiction
- Provides ad-hoc reporting to support requests from Cadence Review Meetings
- Provides data entry to support performance and financial reporting
- Follows reporting guidelines and applies US Generally Accepted Accounting Principles (GAAP), Sarbanes-Oxley (SOX) and SEC requirements
- Utilizes knowledge of US GAAP, SOX, SEC requirements and IFRS in analysis and scenarios
- Bachelor’s or MBA (preferred) with a minimum of 3 years in business performance, reporting or data analysis
- Background in business unit finance structures
- Excellent written / oral communication skills, follow-up, and negotiation skills
43
Senior Analyst Performance Reporting Resume Examples & Samples
- Experience coding SQL/SAS AND/OR creating reports with Cognos AND/OR Tableau
- Experience working in airline ramp operations/baggage handling
- Excellent communication skills with the ability to present to all levels of management
- Prior experience in process improvement and change management preferred
44
IIS Performance Reporting Manager Resume Examples & Samples
- Manages staff, creating a strong team atmosphere. Conducts regular one-on-one meetings and provides guidance, training and motivation as necessary to develop staff. Hires, evaluates and counsels personnel. Follows corporate disciplinary procedures per established Vanguard standards as required. Sets performance standards, reviews performance, provides feedback and recommends salary actions in accordance with all applicable Human Resources policies and procedures
- Manages a team responsible for the various operations responsibilities related to performance reporting, as well as oversees the team members responsible for delivering projects related to reporting and developing the performance analytics to be used in reports
- Establishes procedures to meet business' reporting needs in a changing environment. Initiates and manages workflow changes to ensure the highest level of service in terms of quality and timeliness. Identifies and reacts to changes in the business and legislative environment
- Minimizes risk, monitors quality, productivity, business indicators, and management information. Develops plans to resolve reporting quality and workflow issues. Demonstrates initiative and creativity in independently recommending and implementing solutions
- Partners with various Vanguard departments including Legal, Risk, and PEx BTG, as well as third party vendor to ensure Vanguard's reporting product is in line with standards and requirements
- Acts as the primary liaison between VIAS and outside vendor. Identifies critical operational requirements and assures compliance from all parties, assures service levels within established parameters, and partners with management to communicate strategies with appropriate parties
- Identifies and leads continuous improvement opportunities to improve quality and productivity of the Performance Reporting team. Leverages technology and VUE tools and best practices to achieve highest quality
- Leads, manages and oversees projects related to the operational and strategic objectives for performance reporting. Handles projects from conception through execution and implementation of recommendations. Coordinates, prioritizes and actively manages tasks as needed to meet project timelines. Leads project meetings, communicates with relevant stakeholders, ensures requirements and priorities are understood and monitors and reports on project progress. Makes proposals to senior leadership regarding performance reporting related projects and issues
- Undergraduate degree in an analytically oriented major, such as statistics, mathematics, economics or an applied social science. Graduate level preferred. Academic training in relevant subject matter and applied statistics preferred
- Minimum five years of investment experience. Two or more years experience with having direct reports or equivalent leadership development program experience
- CFA or progress toward attaining charter preferred
- Strong analytical skills and investment acumen. Solid understanding of investment concepts related to investment performance, attribution, and risk statistics
- Excellent project management, communication, and organizational skills
- Demonstrated ability to function in fast paced, ambiguous environment working with multiple and diverse responsibilities
45
Performance Reporting Assistant Manager Resume Examples & Samples
- Gather, collate, analyse and validate data as necessary in order to prepare and maintain various reports and performance summaries (e.g. accrual journal, prepayment, final development actual report, forecast comparison report, etc.) as and when needed
- Support and perform regular reviews with budget holders in order to identify and understand variances in budget
- Oversight accrual process for supporting Functions
- Manage and supervise team member(s) to ensure tasks are completed in an accurate and timely manner
- Perform the necessary reviews on reports generated by team member(s), and provide coaching and guidance to build capability
- Ensure that the respective function has an effective system of financial controls and efficient provision of accounting services
- Implement continuous improvement activities within the team, and proactively identify opportunities for process standardisation and alignment in a consistent manner across the various IT&S functions
- Plan, assign and direct work
- Provide feedback and coaching to team members
- Provide opportunities for learning and self-development, and facilitate the development of technical competencies
- Continuously strive to build a culture of high-performance
- Bachelor's degree in accounting, finance or business related are
- Recognised professional accounting qualification (e.g CIMA, ACCA, CPA)
- Bachelor’s Degree in Finance, Accounting or related field
- Recognised professional accounting qualification (e.g. CIMA, ACCA, CPA)
- Minimum of 5 - 6 years of experience in general accounting, preferably in financial, statutory and/or group reporting with strong knowledge of applications of current accounting standards
- Minimum of 4 - 5 years experience in leading, developing and coaching teams
- Good analytical and numerical skills
- Open to work shift during quarter close
46
Planning, Performance & Reporting Specialist Resume Examples & Samples
- Have a deep understanding of business operations and commercial factors that influence decision-making
- Have a sharp attention-to-detail and excellent problem-solving skills
- Have excellent communication and interpersonal skills
47
Mgr, Sales Performance Reporting Resume Examples & Samples
- Receive assignments in the form of objectives and determine how to meet goals
- Work with others to gain their cooperation
- Conduct presentations using technical information
- Work on issues where analysis of situation or data requires review of relevant factors
- Exercise judgment within defined procedures and policies to determine appropriate action
- Frequently interacts with functional peer groups
- Defines and develops reporting enhancements
- Works on issues of diverse scope where analysis of situation or data requires evaluation of a variety of factors, including an understanding of current business trends
- May have budget responsibilities
- In this position, erroneous decisions or failure to achieve results will add costs and may impact the short-term goals of the organization
- Responsible for location management including initial set-up and maintenance of all locations in CinglePoint II and all other applicable reporting and fulfillment systems, which supports
- Advanced knowledge of Microsoft Excel
- Three or more years experience working in a reporting analyst role
- 7 or more years of sales operations experience
- Bachelors degree in a business discipline
- Knowledge of AT&T Reporting tools including Business Objects, BID/Sunrise, Horizon, DSR, Dashboard, MyComp
- Understanding of calculation of key sales metrics including gross adds, net adds, churn, FRPO, upgrades, and ARPU
- Previous experience analyzing reports (including metrics and trends)
- Wireless telecommunications experience
48
Business Performance & Reporting Executive Resume Examples & Samples
- Support adherence to the UK management process for Business Performance Reporting in order to ensure timelines and content quality measures are met
- Assist in preparation for UK Country reviews which represent the UK Business Performance and Commercial Group – ensure any Business Performance Reporting, collated from different sectors and Business Applications is consistent in format and approach
- Support programmes to drive improvements in UK data used for Business Performance Reporting
- Assist UK Sector Commercial Leads in collation of Sector Level Reporting for the UK Business
- Build good working relationships with counterparts in other business units and commercial teams to ensure we remain aligned on protocols and offer support to wider teams if appropriate on new developments or extending programme reach
- Maintenance and development of cost analysis tool (access database)
- Analyse submission responses as they come in over the month from individuals and collate a consistent return
- Challenge missing or inaccurate information
- Report discrepancies or issues back to contributor and Reporting Manager
- Interface with stakeholders to build relationships and trust allowing open discussion on items to submit
- Support reporting calendar and sub timelines to ensure on time delivery of reports for UK
- Enhance and create graphics to aid format and style of reports including Excel and Powerpoint submissions
- Support one-off projects as required by the business in relation to reporting and process improvement
- Investigate and resolve discrepancies in data through to source
- Collate responses for the following programmes
- Personable and trustworthy communicator at all business levels
- Excellent analytical, numerical and problem solving skills
- Ability to create good working relationships with other employees
- Experience working with Excel, Powerpoint and Access
- Ability to manipulate data and present as Business Information
- Ability to prioritise and work to deadlines
- Good verbal and written communication skills – including English to a fluent level
- Able to communicate effectively with internal and external Customers in English
- Ability to work across a variety of departments and functions to achieve objectives
- Must be willing to commit to international travel on occasion
- Process improvement skills and an understanding of business processes
49
Manager Performance & Reporting Resume Examples & Samples
- Relevant degrees and/or experience in Engineering and Business
- A telecommunications professional with broad experience in a Tier 1 telecommunications company
- Experience in communicating and influencing at senior level
- Computer literacy including software tools
- Negotiation and mediation skills
- Management of cross functional teams
50
Associate Consultant Performance & Reporting Resume Examples & Samples
- Consult with an assigned group of Plans to monitor Plan performance based upon the Inter-Plan Programs Performance Scorecard and the Member Touchpoint Measurement Program, which includes analyzing performance data, identifying best practices and requesting action plans to evaluate and identify ways to improve the Blue customer experience
- Coordinate the CEO level performance reporting and production processes, including data collection, preparation validation and distribution. Conduct preliminary quality assurance, coordinate report validation across the team, prepare memos and distribution list for C-level Plan staff ensure reports are distributed accurately and on time. Prepare and maintain CEO reporting schedules. Provide status reporting to ensure time sensitive deadlines are met and work with internal staff on resolving issues impacting the ability to meet publication deadlines. Continually identify and implement enhancements to improve reporting and production process
- Supports performance related adhoc queries requests using various reporting tools to improve the delivery of operational processes and performance monitoring programs. Analyze and summarize results for Plans and/or management to address performance related concerns or to identify areas of improvement and root causes driving increases or declines in performance
- May conduct research, analyze and report Commercial Markets data based on BCBSA and Plan initiatives in order to help implement or refine the strategic direction of Inter-Plan programs. May implement reporting, tracking and/or monitoring solutions arising from such analysis. Prepares and presents findings to management and/or Plan workgroup support including NPOW, NPBAW, and others as needed in support of initiatives
- Assist in the strategic planning of the program by contributing to the development of Plan facing materials, presentations, governance documentation and business requirements as needed
- Bachelor’s degree in a financial or business related discipline or related work experience
- Minimum of 2 years professional experience
- Proficiency in Microsoft technologies (excel, word, PowerPoint)
- Strong analytical (quantitative and qualitative) and written skills
- Strong SQL or large database query skills
- Demonstrated presentation and communication skills both oral and written
