Reporting Analyst Senior Resume Samples
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Reporting Analyst Senior Resume Samples
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AC
A Cassin
Alta
Cassin
151 Mariane Rapid
New York
NY
+1 (555) 772 3646
151 Mariane Rapid
New York
NY
Phone
p
+1 (555) 772 3646
Experience
Experience
Houston, TX
Senior Analyst, Customer Reporting
Houston, TX
Johnson, Goyette and Quigley
Houston, TX
Senior Analyst, Customer Reporting
- Perform data analysis and work with key stakeholders to explain unusual report activity
- Participates in the development and utilization of financial models and analysis. Prepares budgets and forecasts as directed by Manager
- Provide technical assistance in the extraction and analysis of critical and sensitive customer information
- Assist in the design and development of analytics utilizing SQL to identify and investigate trends within customer data
- Assist with maintenance and administration of the customer reporting environment
- Provide historical reporting and analysis on customer activity
- Tracks and analyzes key financial metrics and operational procedures to foster process improvements. Drives operational efficiencies and cost savings
Philadelphia, PA
Senior Analyst, Subscriber Reporting
Philadelphia, PA
Pfannerstill-Wuckert
Philadelphia, PA
Senior Analyst, Subscriber Reporting
- Adapts well to rapidly changing work environment (e.g., changing priorities, workload, responsibilities and organizational structure)
- Build strong working relationships across organizational boundaries (e.g., IT, programming marketing and operations)
- Support the use and development of center technology including MS Access and SharePoint
- Write and perform ad hoc SQL queries in support of financial analyst’s investigations
- Develop and maintain subscriber counting rules into a business rule engine (Ab Initio)
- Develop and maintain billing system expertise regarding data sourcing and processing of subscriber information
- Complete the analysis of daily, weekly and monthly subscriber reporting
present
Los Angeles, CA
Reporting & Governance Senior Analyst
Los Angeles, CA
Halvorson and Sons
present
Los Angeles, CA
Reporting & Governance Senior Analyst
present
- Quarterly production of CCAR 14Q reporting
- Provide periodic presentations of legal entity risk to internal groups as well as external regulators
- Coordinate with Market Risk Technology to improve and develop tools to support firm level risk reporting and analysis
- The candidate will primarily interface with the other market risk teams in their daily analysis of risk changes. The candidate will also interact with various support teams as part of a regular day (i.e. Compliance, Finance, Operations, Technology, etc.)
- Assist in the development of Board level and Risk leadership level portfolio updates and governance routines
- Respond to regulatory, Audit, Compliance and Credit Review requests
- Support on-going business as usual routines and ad-hoc requests within the Wholesale Credit COO Group
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
East Carolina University
Bachelor’s Degree in Accounting
Skills
Skills
- Works closely with management to provide reporting and data analyses to ensure effective implementation of the organization's strategies
- Effectively partners with management in the development and creation of reporting and data analyses tools
- Implements tools and processes that provide management with timely access to relevant information
- Identifies relationships among the most complex disparate pieces of information and developing meaningful analytical conclusions
- Build new reports & enhance existing ones
- Present trending reports to management
- Evolve forecasting model
- Work with data warehouse team to automate all manual reports
15 Reporting Analyst Senior resume templates
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1
Senior Digital Reporting Analyst Resume Examples & Samples
- Develop Bank of the West’s marketing analytics roadmap
- Develop predictive models and upgrade existing models for optimizing the Bank’s marketing programs – models to be developed using both summarized and transactional data
- Work with Campaign Management team to select customers and prospects for campaign inclusion
- Track campaigns and develop campaign performance and ROI analysis. Based on the results of the analysis, make recommendations on future campaigns to improve targeting
- Generate reports, charts, tables, graphs, maps and other visual aids to effectively communicate the results of the analytical research and provide transparency into developed models
- Provide support, assistance and training for junior staff
- Work with management team to craft ongoing Bank of the West CRM strategy
- Document project output and create necessary artifacts
- Bachelor’s Degree in Business or Marketing Required
- Master’s/Advanced Degree Preferred
- Years of functional/professional experience: 8 or more years of experience working with Analyytics
- Years of supervisory or managerial experience: 3 years
- Deep experience using SPSS including Modeler and Statistics
- Experience analyzing large marketing databases; experience with Teradata preferred but not required
- Ability to communicate technical requirements to non-technical business partners
- Ability to communicate busines requirements to technical staff
2
Gf Senior Finanical Reporting Analyst Resume Examples & Samples
- Offshore Derivatives Instruments (SEBI) Reporting
- Large Open Position reporting
- Capital Monitoring
- Stamp Duty reporting
- Etc
- Responsible for the timely preparation of the monthly and daily reports submitted to multiple regulators/exchanges
- Ensure report matches books and records and exceptions are investigated and reviewed timely
- Perform reconciliations to ensure data completeness, integrity and accuracy and drive automation of manual processes where appropriate
- Interface and work closely with business, Legal, Compliance, Operations and Technology to improve reporting processes, help facilitate review process and respond to regulatory requests
- 7+ years of financial industry work experience in Product Control, Middle Office, Finance, Projects or Technology with an in depth understanding of financial products
- Regulatory reporting experience will be considered favorably
- Strong project management, presentation, communication and writing skills are essential
- Expert user of Excel
- Experience in writing macros is a plus
- Qualified accountant and / or MBA preferred
3
Senior Investment Reporting Analyst Resume Examples & Samples
- A bachelor’s degree is required; a concentration in accounting, finance or economics is preferred. MBA, CFA, CIPM or CPA or related degree a plus
- 2+ years of experience in portfolio accounting or investment operations
- Experience with Advent Software’s Axys portfolio accounting system preferred
- Detailed understanding of corporate actions
- Knowledge of alternative investments, including hedge funds and private equity strongly preferred
- Knowledge of multicurrency accounting, with the ability to reconcile all cost basis, and gain/loss calculations,
- Understanding of financial transactions and how each affect taxability and IRR calculations. Ability to construct transaction sets for complicated client assets and events
- Ability to accurately interpret financial statements and translate them to the portfolio accounting system accurately
- Experience with Axys Report Writer a plus but not required
- Facility with data manipulation. Expertise in Microsoft Excel
- Understanding of the properties of various fixed income and equity securities
- Knowledge of performance and fixed income theory and calculations helpful, including IRR, TWR, accrued interest, yield, amortization, duration. Ability to reconcile and troubleshoot all relevant calculations is a plus but not required
- Facility with various research tools; knowledge of Bloomberg is a plus
- Build and maintain effective relationships with Client Service and Technology
- Support Teams by being accessible, responsive and providing constructive feedback to deliver a great customer experience
- Adhere to all operational policies and procedures
4
Senior Plan Reporting Analyst Resume Examples & Samples
- Review, prepare and deliver non-standard, customized reports in accordance with client or consulting firm specifications
- Deliver Plan Financial Annual and Quarterly Reporting Packages within established business standards
- Provide support to the centralized plan document unit through the preparation of new, restated, or amended plan documents, including client requests and regulatory updates
- Review and deliver requested documentation for audit purposes to institutional clients, auditors, or consultant firms
- Develop and conduct training on plan financial reporting and audit policies for our internal client-facing partners and clients
- Support Audit Help Desk through responding to internal and external client inquires related to standard reporting packages and plan audit support (e.g., DOL, IRS & annual plan financial statement audit) and non-standard, custom reports
- Facilitate discussions with Relationship Managers, clients or IT partners to resolve inquiries related to audit packages, plan reporting, regulatory updates or data issues
- Provide SME support for projects impacting plan financial reporting and audit
- 5+ years of experience in financial services industry with focus on defined contribution retirement plan services required, preferably 10 years’ experience
- Reporting and compliance knowledge and experience in ERISA, IRW, DOL, and SEC regulations on non/qualified retirement plans
- Knowledge and experience of Omni Plus, EXP-AG, MS Excel and Access
5
Senior Contract Reporting Analyst Project Hire Resume Examples & Samples
- Must be able to read and understand complex recording agreements
- Create and maintain royalty rate structures, based on contractual obligations
- Ensure recoupable costs are accurately applied to royalty statements
- Ability to process and review statements and identify any issues that need resolution
- Liaison with external managers and royaltors, and internal units including Business Affairs, A&R Administration, Music Finance, and Audits
- Partner with Studio Controllership Accounting groups to ensure quality control
- Establish an environment of continuous improvement to identify, develop and implement process changes to increase efficiency
- Have advanced knowledge of Excel, Word, Outlook etc
- Ability to apply logic and finance principles to solve complex problems
- Ability to analyze and resolve issues from multiple stakeholders
- Exhibit a willingness to be adaptable/flexible and demonstrate a desire to operate in a dynamic environment
- Ability to succeed in a team environment
- Proficient in Microsoft Office products (Word, Excel, Access) and reporting applications
6
Senior Analyst Audit & Reporting Resume Examples & Samples
- Looks for ways to make best use of available tools to monitor system/security logs and identifies areas where automation(working with Security Incident Response Team) is feasible
- Will be responsible for ensuring criteria for potential Security/IAM Incidents are well defined, captured and reported to IAM Auditing&Reporting Leader
- Accountable for ensuring Security configurations/parameters across multiple platforms are set appropriately & remain in compliance
- Ensures Standard Operating Procedures are up to date
- Participate in projects and initiatives in support of regulatory, audit and IdM directives
- Responsible for SOX IT-404 TOD/TOE including Roll Forward Testing exercises as it pertains to Identity and Access Management processes
- Responsible for the up-keep of the Identity & Access Management User Master Database
- Partner with the Identity Access Management teams to identify and address issues if and when they occur
- Liaise with ISS and IBM on various Security requests
- Interact with IAM teams on various projects and initiatives
- Assist in the development of performance metrics/measurements for the critical IAM Audting&Reporting processes and/or critical results
- Minimum of 5-6 years of Information Technology experience
- Must have hands-on experience/demonstrated ability to work with MS Office, Active Directory, Sun Identity Manager or an equivalent Identity Management system
- Working knowledge of SOX IT-404 and demonstrated ability to effectively execute associated deliverables
- Must have proven strong analytical and problem solving skills
- Experience with working with remote teams
- Internal Synchrony Candidates should have spent 18 months in Synchrony and 12 months in current role
- Should not be on active corrective or performance improvement plan
- Working knowledge of MS SQL, Oracle DB
- An understanding of basic Six Sigma tools and processes
- Self Motivated
7
Senior Analyst, Balance Sheet Reporting Resume Examples & Samples
- Responsible for certain monthly and quarterly financial closing activities including equity reconciliations, investment eliminations and review and monitoring of key balance sheet accounts
- Prepares comprehensive explanations for non-eliminating intercompany variances for presentation to senior finance management. Works closely with business units to understand key drivers of variances
- Maintains and manages BW reporting for balance sheet reports and analyticals. Independently identifies and resolves reporting / determines appropriate escalation paths
- Creates ad hoc reports to address senior management requests
- Provides supporting schedules and analysis for auditors and financial compliance groups. Coordinates SOX documentation for key controls in balance sheet reporting area
- Provides assistance/support to other areas within the financial reporting group as required
- Other special projects as required
8
Senior Analyst Fcc Operations Unusual Activity Reporting Resume Examples & Samples
- Provide highly professional, competent and skilled service to the FCC function
- The post holder is required to help support the development of a compliance culture across the Group
- Professional conduct
9
Senior Analyst, Subscriber Reporting Resume Examples & Samples
- Participate in efforts to standardize subscriber reporting processes across billing platforms
- Complete the daily, weekly and monthly subscriber reporting
- Research and implement best practices that drive efficiency, standardization, improve controls and reduce risk to the subscriber reporting process in order to achieve or surpass goals
- Build strong working relationships across organizational boundaries (e.g., IT, programming marketing and operations)
- Review and maintain customer billing code mapping in order to accurately report subscriber metrics on a daily, weekly and monthly basis
- Review and maintain channel lineups; including periodic channel lineup reconciliation
- Ensure deadlines are met
- Complete reporting and analysis as needed; including development of analytic reviews to ensure data integrity
- Adhere to TWC Policies and Procedures, comply with Sarbanes Oxley and GAAP requirements and ensure proper documentation is maintained for programming audit purposes
- Superior problem solving and analytical skills and an attitude of perseverance
- Minimum three years’ experience in an analytical environment with a solid emphasis on data analysis and reporting
- Adapts well to rapidly changing work environment (e.g., changing priorities, workload, responsibilities and organizational structure)
- Flexible to meeting deadlines and responsibilities, especially during monthly closing cycle
- Excellent communication skills with the ability to present and explain complex problems/data clearly and concisely
- Ability to understand the big picture and easily grasp the relationship between detailed tasks and financial statements
- Highly motivated individual with attention to detail; able to analyze large volumes of data in minimal timeframe and identify trends and anomalies, research accordingly, and implement corrective action
- Able to prioritize and multitask accordingly in order to meet deadlines
- PeopleSoft and/or STARS experience
- Working knowledge of cable industry billing systems
- Knowledge of cable industry products and services
- Ab Initio experience
- Hyperion experience
- Monarch experience
- Bachelor’s Degree (Finance, Accounting or IT preferred)
10
Senior Analyst Field Reporting Resume Examples & Samples
- Analyzes large datasets to tell a story behind the numbers, to help identify changing trends, and to pinpoint root-cause behavior
- Uses data warehousing systems such as SAS, Teradata, OBIEE, and Cognos to assist in data analysis
- Makes recommendations and decisions based on data analysis that may have financial impacts to the company
- Works closely with sales partner KPIs and service-level agreements while seeking out opportunities to improve metric performance
- Develops recurring reports based on user requirements while integrating UX design principles to enhance the usability and readability of the report
- Effectively works with cross-functional teams and establishes strong relationships with key members of the Field and Sales teams
- Attends and contributes to meetings/calls with internal and external business partners
- Develops high-quality presentations for senior management
- Supports the work-order forecasting process including the development of market-level projections
- Assists in report distribution to Field and Sales partners
- Must be willing to work occasional extended/weekend hours
- Bachelor's degree in relevant field (Business, Business Intelligence, Database Administration, etc.) or 5+ years of equivalent work experience in a data analysis related field
- Must have a strong working knowledge of SAS, Teradata, or other data warehouse systems
- Must have an advanced knowledge of Microsoft Access and Microsoft Excel (any VBA experience is a plus)
- Must be a critical thinker with excellent analytical ability and be able to interpret and translate data into a useable story
- Must be able to present findings in an articulate manner including the ability to make recommendations and decisions based on those findings
- Must be highly-organized, self-directed, and detail oriented
- Must have the ability to multitask between projects and work effectively in a fast paced environment with rapidly changing priorities
- Must have a strong focus on quality and aesthetics of work, i.e. UX design principles
- Must have excellent writing skills
- Must be able to perform ad hoc reporting and analysis as necessary
- Must be a strong team member and willing to assist in the growth of other team members
- May require limited travel and must have the ability to expense travel costs prior to reimbursement
11
Senior Analyst Integration Reporting & Quality Management Resume Examples & Samples
- Evaluate accuracy and timeliness of central supervisory review functions through monthly quality control reviews
- Analyze quality control reviews and workflow metrics in order to identify and mitigate procedural risk
- Develop enhanced reporting functions through the integration of reporting data from multiple systems and business units
- Continually improve central supervisory processes through key risk evaluation
- Maintain and update the written IRQ program to accommodate new review functions and changes to the regulatory environment
- Assist in development of centralized review procedures for new tasks and products
- Bachelor’s degree or equivalent work experience at a financial services firm
- Minimum 4+ years industry experience with strong knowledge of FINRA, SEC, MSRB, and State rules and regulations
- Licenses/Certifications Required/Preferred: Series 7, 66 (or 63 and 65), 24 (or 9 and 10), required. Series 4 and 53 preferred
- Excellent verbal and written communication skills and the ability to communicate effectively with various levels throughout the organization
- Proficiency in VISIO, WORD, ACCESS, PowerPoint, Excel and SharePoint
- Strong attention to detail and the ability to effectively manage multiple priorities
- Excellent time management, project management and strategic planning skills
12
Reporting & Metrics Senior Analyst Resume Examples & Samples
- Provide recommendations for process development, monitoring reports and performance measurements
- Ability to absorb rapidly new technical information and apply it effectively
- Excellent judgment, tact, and decision-making ability
- A good level of managerial competence
- Proven experience working in an Operational environment
- Strong knowledge of IT Services functions and their responsibilities
- 7 years’ experience in an Operational / Service Management role
- 5 years of proven experience and success in an Incident or Problem role
13
Credit Bureau Reporting & Audit Senior Analyst Resume Examples & Samples
- Perform file extraction, analysis, and reconciliation in support of accurate and timely reporting of customer accounts to CRAs across all consumer lines of business
- Bachelor's degree; Advanced degree preferred
- 3+ years’ experience in financial services required
- Must have strong oral and written communication skills
- Must have strong analytic skills including data management and reporting
- Specific experience in working with Credit Reporting Agencies desired
14
Senior Reporting Solutions Analyst Resume Examples & Samples
- Maintenance and production support of credit risk reporting tools based on existing End Users Computing (EUC) solutions
- Delivering production user support for credit risk reporting teams globally
- Understanding the data flows between the relevant risk reporting systems
15
Senior Analyst, Subscriber Reporting Resume Examples & Samples
- Participate in efforts to standardize subscriber reporting processes
- Complete the analysis of daily, weekly and monthly subscriber reporting
- Support end users of STARS (Subscriber Tracking and Reporting System)
- Write and perform ad hoc SQL queries in support of financial analyst’s investigations
- Support the use and development of center technology including MS Access and SharePoint
- Develop and maintain billing system expertise regarding data sourcing and processing of subscriber information
- Develop and maintain subscriber counting rules into a business rule engine (Ab Initio)
- Act as technical liaison between end users and IT support regarding data sourcing, data content, and issue tracking
- Relational database and SQL experience
- Intermediate programming experience
- Critical Thinker - Using logic and reasoning to identify the strengths and weaknesses of alternate solutions, conclusions or approaches to problems
- Working knowledge of cable industry billing systems (CSG/ICOMS)
- SQL, AS400, Hyperion, SharePoint, Ab Initio experience
16
Senior Analyst, Internal Reporting Resume Examples & Samples
- Assist in the execution of the consolidation of all financial data of the Company, including the processing of all consolidation entries
- Assist in the production of the Company’s internal Balance Sheet, Income Statement, and Cash Flow Statement
- Compile fiscal month-end exchange rates for the divisions and consolidation of data
- Assist in the reconciliation of the intercompany balances and the control of the intercompany accounts; assist with the intercompany netting process
- Assist in the monthly Balance Sheet analysis
- Assist in the support of the External Reporting team on current and new disclosure requirements, including the analysis of data to support the preparation of financial statement footnotes
- Assist in the compilation of the quarterly Management Information Book
- Maintain the Consolidation binder
- Participate in SOX self-testing process
- Participate in other process improvement-related projects and systems-related initiatives
17
Reporting & Commissions Senior Finance Analyst Resume Examples & Samples
- Partner with program finance and legal to ensure timely, accurate and compliant commissions payments
- Track and report commission payments for the enterprise for legal and financial records
- Perform the accounting for commission payments, royalties and other accounts receivables
- Ensure timely and accurate reporting of department deliverable schedule
- Provide reporting to support closing meetings and other variance analysis related to balance sheet accounts
- Utilize various ACE tools to improve processes and create/update standard work to increase efficiency, accuracy and timeliness of department deliverables
18
Senior Mgt Reporting Analyst Resume Examples & Samples
- Develops thorough understanding of foundational financial systems and works to configure them to support management reporting and accounting processes and methodologies
- Performs impact analysis on new accounting and regulatory requirements to assess impact on new and existing financial systems and deliverables
- Translates client requirements to technical specifications, and works with technical team to design, test and implement projects
- Able to manage interests of multiple stakeholders with diverse backgrounds, perspectives and priorities
- Support financial systems production applications and models effectively and on a timely basis
- Performs data and process validation during testing and production phases of projects and ongoing work efforts
- Participate simultaneously on multiple work efforts and high priority activities
- Develop and maintain comprehensive control policies and procedures to ensure the integrity of the financial reporting process
- Maximize the use of automated technology to achieve the highest level of quality and efficiency in the support of the financial systems
- 7+ years of analytical experience in Finance, Business or Related Field preferred
- Knowledge of data mining concepts and approaches
- Quantitative, analytical, problem solving and decision making skills
- Interest, willingness and ability to assimilate information quickly and succinctly
- Strong verbal and written communication skills coupled with the ability to work and communicate with personnel at all levels in the Corporation, including LOB executives
- Proven team player, willing to assist others as needed to ensure that group deadlines are met and quality standards are achieved
- Proficiency in using analytical tools (DB2, SQL/QMF, Visual Basic, SAS (EG).Mi and in the Microsoft Office Suite (Excel, Access and PowerPoint)
- Experience working with financial system reporting environments (i.e., IBM TM1 or Cognos, Essbase, Oracle, etc.)
19
Senior FP&A Analyst Cashflow MUR & Reporting Resume Examples & Samples
- Works across FP&A and other teams to forecast total company Cashflow and MUR (Master User Royalty), explaining any subsequent variances
- Deliver a consistently high quality of sales performance reporting to TV and other divisions as directed by line management
- Assist in preparation of divisional budgets, forecasts, monthly reporting and other tasks as directed by line management
- Reporting Scope: UK & Ireland TV Division – this scope may be varied over time as directed by the business
- Cashflow and MUR Scope: All UK Entities
- Prepare Cashflow reports, forecasts and variance analysis, co-ordinate all sources of information required to complete for review. TBT variance reporting
- Acquisition Reporting (quarterly & ad hoc P&Ls)
- Month Review of TV P&L & reporting
- Liaise with AR Processing Manager to ensure billings of TV revenue (UK entity) are accurate
- Budgeting and forecast of TV Revenue & Overheads
- Cross Divisional By-Title Reporting (TV & SVOD)
- Review MUR forecasts in line with Theatrical, Home Ent & TV P&L submission, co-ordinate all sources of information required to complete for review
- Ad hoc projects, reporting and analysis
- Other duties as required by the business - this role has been specified at a high level and is expected to incorporate further activities
- Qualified: ACA/CIMA/ACCA (or International equivalent)
20
Reporting & Governance Senior Analyst Resume Examples & Samples
- 2-3 years of work experience in a related field
- Strong work ethic and ability to drive results
- Prior experience in Market Risk, Front Office, Finance or Product Control
- Proficiency in Market Risk Suite (MRS)
21
Senior Hris / Workday & Reporting Analyst Resume Examples & Samples
- Experience with Workday Report Writer & Workday fundamentals core concepts
- 5+ years in a Reporting/Analytical Role
- 1-2 years in Workday Analyst Role
- 3-5 Years of HR experience
- Bachelor’s degree in Computer Science, Business Management, or Human Resources
22
Senior Investment Reporting Analyst Resume Examples & Samples
- Prepare and deliver accurate and timely periodic reporting
- Ensure integrity in the information reported and liaise with other team members to resolve data quality issues
- Perform calculations, run system queries, relevant to the provision of performance reporting or forecasts
- Support and champion change initiatives & projects utilising analytical skills & Investments knowledge
- Maintain Market information, data and statistics for all Wealth Management Products and Investment Options for NAB Wealth entities
- Assist / Coach other analysts to grow their knowledge and skills
- Manage change request activities to ensure implementation through to BAU systems & processes, (including all build, test and implementation cycles of development)
23
Senior Liquidity Measurement & Reporting Analyst Resume Examples & Samples
- To report and provide data analysis support on the Bank's global liquidity management in order to optimize the structure of Bank’s funding and liquidity
- Preparation of Management Information liquidity reporting material using an in house databases, query tools and multiple systems & applications
- Contribute to efficiency and quality through process improvements and/or report enhancements on new and current tasks where applicable; ensure operational control and identify failures, missing controls and seek for solutions
- Support other projects & initiatives relating to liquidity, legal entity reporting, different financial instruments reporting (Structured Notes, Derivatives, Equities, Fixed Income Debt)
24
Senior Reporting & BI Analyst Resume Examples & Samples
- Participates in requirements elaboration sessions to ensure user needs are well understood and captured
- Build deep understanding of Revenue & Pricing domain
- Exhibit strong analytical skills in using advance statistical analysis approach, data mining and predictive modelling techniques
- Assist as necessary with user acceptance testing of the reporting and BI systems
25
Senior Analyst, Customer Reporting Resume Examples & Samples
- Support Comcast's daily, weekly and monthly customer reporting processes
- Assist with maintenance and administration of the customer reporting environment
- Perform data analysis and work with key stakeholders to explain unusual report activity
- Work with end user community to define new report requirements and success criteria
- Develop standard and ad hoc reports using a variety of Comcast internal systems
- Support testing and validation of new/updated reporting systems
- Provide historical reporting and analysis on customer activity
- Conduct regular audits to ensure data integrity
- Provide technical assistance in the extraction and analysis of critical and sensitive customer information
- Tracks and analyzes key financial metrics and operational procedures to foster process improvements. Drives operational efficiencies and cost savings
- Participates in the development and utilization of financial models and analysis. Prepares budgets and forecasts as directed by Manager
- Evaluates financial risks and opportunities by creating and reviewing operational and financial metrics
- Researches variance to budget and forecast through detailed operational and financial metrics and explains results
- The ability to create and post reports on the web
- Experience with Hyperion Essbase, SmartView, Teradata and Oracle preferred
- Experience working in a data warehouse environment preferred
- Experience in consulting and/or public accounting preferred
26
Senior Analyst, Partner Reporting Resume Examples & Samples
- Partner Scorecards: Oversee generation of Partner Scorecards; sales performance results showing a global view broken down by market
- Data / Systems: Understand data sources and systems to ensure data integrity and report accuracy. Interact with IT to resolve technical issues and implement enhancements/automation to reporting systems
- Management Reporting:Responsible for keeping key metrics up-to-date for monthly management presentations and sales reports; as well as overseeing offshore company’s management of partner data collection, data maintenance, Q/C checks and presentation of KPIs
- Account Review: Point person in meetings with Executive Team and Account Managers when reviewing partner scorecards, forecasting, weekly performance and analysis reports to discuss performance, trends, highlights and revenue risks. Candidate must be able to answer questions regarding on-going account activities, monthly, rolling and fiscal performance, impact from new market launches, artist releases, campaigns and any new products or services with the Partner
- Reporting Best Practices: Continue to develop best practices in how partner results are reported by generating and providing global reports to the territories, Global Digital Business Group and senior management
- Account Forecasting/Planning: Identify trends in the sales data and overall digital landscape to help build forecasting models for all digital partners. Forecasts will incorporate new market launches, product features, seasonality, large artist releases and campaign impact
- Account Strategy: Establish strong relationships with internal partner development teams to gain an understanding of their strategies and objectives
- Special Projects: Support account managers and senior management on ad hoc sales reporting needs relating to business changes which require deep dive analysis
- Team Player:Influence internal stakeholders at all levels of the organization to take action based on insights generated to seize business opportunities; Collaborate with team members located in Sony Music’s New York and London office
- Dashboard Design: Design multi-partner dashboards and custom reporting solutions to meet complex business needs in a streamlined and user friendly fashion
- International: Collaborate with team members located in Sony Music's offices around the World
- Minimum 2-3 years experience post college, preferably in an analytical role within the financial services and/or music industry
- Strategic thinker with strong analytical skills and the ability to connect disparate data sources into a straightforward, insightful story
- Ability to work with technical teams to define business requirements for automated reporting systems
- Highly organized team player who is detail oriented
- Analytical mindset - ability to identify trends in large datasets, display creativity in problem-solving, and generate new ideas
- Pre-MBA
- Advanced Excel skills (Pivot tables, VLookups, etc.), extensive experience in PowerPoint, and experience with reporting/visualization software (Tableau, QlikView, Business Objects, etc.)
- Ability to thrive in fast paced environment, manage multiple tasks at once and work to deadlines
- Music industry experience preferred, but not required. It is expected the candidate will be knowledgeable in how a music business operates and of its repertoire and product exploitation in an evolving digital landscape
- Passion for music and desire to build a career in the industry
27
Senior Investment Reporting Analyst Resume Examples & Samples
- Deliver timely and accurate data processing and reconciliation
- Collaborate to create a productive, high performance work environment by establishing and maintaining communications with the Operations Team
- A bachelor’s degree is required; a concentration in accounting, finance or economics is preferred. An MBA, CFA, CIPM or CPA or related degree a plus
- Experience with Advent products strongly preferred
- Knowledge of multicurrency accounting, with the ability to reconcile cost basis, and gain/loss calculations
- Facility with data manipulation
- Facility with various research tools (IDC, Morningstar, ACA, etc.); knowledge of Bloomberg is a plus
28
Senior Operations Analyst Incident Management & SLA Reporting Resume Examples & Samples
- 5-10 years of relevant experience
- Expert-level skills managing and analyzing data in Microsoft Excel
- Experience and proficiency with entire Microsoft Office suite
- Knowledge of the ServiceNow platform
29
Senior Analyst, Sales Reporting Resume Examples & Samples
- Strong business analysis and decision making skills
- Must be able to adapt to an ever-changing environment. Consistently meets or exceeds current job responsibilities
- Excellent interpersonal, time management and organizational skills
30
Senior Mgt Reporting Analyst Resume Examples & Samples
- Provide timely, accurate data to support actual, plan, and forecast management reporting activities ensuring data integrity and reasonableness
- Participate in the production of monthly financial results
- Support financial systems production processes and models effectively and on a timely basis
- Lead and/or participate in potentially complex implementations of management reporting methodology changes
- Support restatements of historical and planned internal financial information to achieve consistency with current management reporting policies and methodologies
- Possess or acquire broad and deep business knowledge in order to provide quality support to assigned clients and quality outcomes on assigned projects
- Research and resolve issues of varying complexity related to internal financial distributions and assignments
- Develop thorough understanding of management reporting processes and methodologies along with working knowledge of Key’s financial reporting systems and data sources
- Promote synergies and improve consistency across LOB, product, and customer cost assignment methodologies
- Propose, advocate, and implement changes. Participate in data gathering and validation activities required for Regulatory filings
- Create and/or maintain documentation of assigned analyses and processes
- Bachelor’s Degree and 5+ years in Finance, Accounting or related field
- In depth knowledge of the financial services business, including material revenue and expense drivers
- Strong financial analysis skills, as evidenced by at least five years of experience
- Proven ability to use analytical findings to formulate effective conclusions and decisions
- Strong verbal and written communications skills coupled with the ability to work and communicate with personnel at all levels in the Corporation
- Ability to manage multiple projects and priorities effectively
- Interest, willingness and ability to assimilate, and then disseminate information quickly and succinctly
- Attention to detail in documenting and implementing requirements
- Advanced user of Microsoft Excel
- Understanding of activity based cost analysis along with internal financial reporting methodologies and issues
- Accounting and/or bank regulatory reporting background
- Planning and forecasting experience
- Proficiency with Microsoft Access and/or Oracle OFSAA
- Hands-on experience KeyCorp’s financial systems or equivalent experience in other financial system reporting environments (Hyperion, IBM Cognos, etc.)
- Knowledge of EDW and SQL/QMF database queries a plus
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Senior Service Reporting Analyst Resume Examples & Samples
- Accountable for the production of Key Performance Indicators
- Accuracy and quality of internal and external documents produced
- Responsible for supporting the production of key performance indicators in relation to the quality and timeliness
- Risk: quality/availability of information required for business decision-making
32
Senior Customer Reporting Analyst Resume Examples & Samples
- Leads the development of reporting across funcitions within Channel Development business units for customer sales and spend(NA, EMEA, PAC, BS and CPG)
- Leads the monthly customer reporting process for revenue and expense
- Develops standardized reporting for all business units integrating KPI's across each business unit to align with organizations key areas of focus
- Leads the process for building mobility reporting across channel development to suport the integration of 360 degree view of customers
- Leads the reporting integration across functions within Starbucks Channel Development to align functions on timing, KPI, Customer Model and measurements utilized to analyze and determine customer success or faliure
- Leads the reporting process for the Trade Promotion Managmenet and Customer Relationship Management systems into the sales teams and leadership teams across channel development
- Functional knowledge of customer data within the TPM and CRM systems
- Ability to align senior
- Management of third party data relationships (1 Year)
- Multiple systems integrations and knowledge of system capabilities (1 Year)
- BS Degree in Business Systems or related field preferred but not required
- Strong interpersonal skills and ability to translate complex systems requirements to business owners
- Strong MS office skills
33
Senior Website Reporting Analyst Resume Examples & Samples
- Management of Google Analytics and Google Tag Manager account configurations
- Analyze website performance and conduct custom/ad-hoc analyses on large datasets
- Mine, develop and distribute industry benchmarking data
- Consult directly with customers as a subject matter expert on website trending and performance metrics
- Provide day-to-day Senior support and work collaboratively with a team of analysts
- Support system tools and other miscellaneous tasks
- Google Analytics knowledge
- Google Tag Manager knowledge
- Web Analytics terminology and common KPI’s knowledge
- SQL/MySQL knowledge
- Outstanding MS Office Skills –Advanced Excel level required
- Able to work in a fast paced, deadline driven environment
- Motivated and creative with the ability to self-manage
34
Senior Audit & Reporting Analyst Resume Examples & Samples
- Execute reviews of audit controls specific to governance, oversight, and risk management
- Maintain controls registry for the IRM department
- Lead process interviews, assess control design and effectiveness including reviews of documentation for processes and procedures. Execution of general IT controls testing, reviewing of control evidence, identification of issues, and communication of results
- Assist in the creation of consistent and consolidated reporting for different levels of management. Including tracking findings/incidents and risk metric reporting. Ensure reasonableness and integrity of risk information
- Assist with the collection, monitoring and analyzing of KPI/KRIs, and recommending courses of action to address emerging risks. Create ad hoc analysis for executive leadership to support decision making (typically in Excel)
- Partner with colleagues across the firm to help drive a culture of risk awareness and execute proactive risk reporting within the business. Develop positive working relationships across the firm to maintain an open environment for collaboration, risk identification, and risk analysis/remediation
- Independently create and execute systematic approaches to solve problems using a variety of methods such as root cause and cost benefit analysis, 5 Why’s, other business case and Lean methodologies. Package and deliver results in PowerPoint or other requested formats
- Minimum Experience Required: Minimum of 3 + years’ experience of technology auditing orrelated area experience. Experience preferred within the financial services industry or national CPA firm and preferably with added experience in a compliance or legal and direct or indirect experience working with a securities regulator such as the S.E.C. or FINRA
- Working knowledge and competency in the area of technology audit, risk and assurance management, preferably at a financial services firm
- General to advanced understanding of general IT controls and the demonstrated ability to evaluate and determine the adequacy of controls by considering business, IT and infrastructure risks
- Familiarity with industry based frameworks such as COSO, COBIT, or NIST Cybersecurity
- Working knowledge of data analytics, metrics and measurement of KPI’s and KRI’s
- Working knowledge of how technology works and interfaces with sources of information
- Working knowledge in project management, process management and change management preferred
- Familiarity with retail and institutional brokerage; and financial services industry preferred
- Candidate will be responsible for working with individuals at staff to Executive level across the various units within LPL Financial to complete the functions noted above
- Degree in the following areas Preferred: Technology, Business Administration or Finance
- Software/Systems Skills Required: Microsoft Word, Intermediate to Advanced SharePoint, Excel, Access, and PowerPoint
- Pursuing or attained one applicable audit or security assurance designation (e.g. CISA, CIA, CISSP) or other related certification, preferred
- Personable and reliable self-starter who requires minimal management oversight for day-to-day responsibilities, ability to forge strong working relationship at all levels of firm
- Strong analytical and attention to detail with a pro-active approach to solving and preventing problems
- Ability to work under pressure/deadlines and manage multiple priorities
- Ability to interface effectively with all levels of management
- Exceptional interpersonal and partnership skills and the ability to positively influence outcomes, particularly in difficult matters
- Strong time management and organization skills
- Highly motivated and able to adapt to changing priorities
- Possible Career path for position: AVP, Audit & Reporting
35
Reporting & Governance Senior Analyst Resume Examples & Samples
- Quarterly production of CCAR 14Q reporting
- Assist in building out and maintaining processes to support firm level risk reporting requirements
- Provide periodic presentations of legal entity risk to internal groups as well as external regulators
- Coordinate with Market Risk Technology to improve and develop tools to support firm level risk reporting and analysis
- The candidate will primarily interface with the other market risk teams in their daily analysis of risk changes. The candidate will also interact with various support teams as part of a regular day (i.e. Compliance, Finance, Operations, Technology, etc.)
- Incumbents typically have 3+ years of experience in market risk management or trading
- Explicit knowledge of Value-at-Risk, stress testing and conventional risk management techniques
- Product knowledge, ability to code, and quantitative skills would be very beneficial
36
Reporting & Governance Senior Analyst Resume Examples & Samples
- Assist in the development of Board level and Risk leadership level portfolio updates and governance routines
- Support internal governance routines and regulatory relations for the wholesale credit risk organization. Included coordinating deliverables among various business partners and ensuring critical deadlines are met
- Support global projects to ensure the appropriate GBAM Risk representatives are included and all aspects of the projects are thought through from a GBAM Risk perspective (end to end coverage)
- Respond to regulatory, Audit, Compliance and Credit Review requests
- Support on-going business as usual routines and ad-hoc requests within the Wholesale Credit COO Group
- Familiarity with regulatory, audit, and compliance disciplines
37
Reporting & Governance Senior Analyst Resume Examples & Samples
- Candidate should posses 5-7+ years of Global Markets Risk reporting experience; particularly Volcker related requirements
- Candidate should have excellent communication skills and be comfortable discussing both regulatory requirements as well as quantitative analysis with senior management
- Ability to effectively drive initiatives with external and internal teams, with a particular focus on Markets Risk teams
- Strong foundation and understanding of Volcker related requirement
- Ability to manage large volumes of data analysis which will require validation exercises as well as conducting risk exposure analysis
- Previous project management experience is necessary; creating, initiating, and implementing standardization frameworks, processes, and workflow is a plus as it relates to governance and regulatory deliverables
- Candidate ideally will have work history that entails some Line of Business Coverage; thus understanding of trading desk expectations and how they relate to regulatory landscape
- VBA, SQL and Python are preferred
38
Reporting & Governance Senior Analyst Resume Examples & Samples
- Assist with committee governance support for Global Markets Risk Management (GMRM). Responsibilities will include planning out monthly agendas, sourcing and aggregating materials from across different work streams, managing charter and membership roster information, storing and distributing final versions of the committee materials to shared directories and/or outside Regulators as appropriate
- Develop and coordinate an internal timeline of deliverables for multiple reporting priorities each month
- Integrate existing workflows and processes with new requirements and enhancements around governance reporting for GMRM
- Experience developing, implementing and maintaining reporting
- Strong communication skills across all mediums (face-to-face, email, phone)
- Strong business writing and presentation skills
- Expertise in Microsoft Word, Excel and PowerPoint
- Detail-oriented and highly organized
- Inquisitive, self driven, and positive under pressure
- Adaptable to changes in requirements, with an ability to implement and maintain version control
- Ability to respond appropriately to time-sensitive requests
- Proactively identify opportunities for enhancements/efficiencies
- Ability to interface credibly and build relationships with various businesses and control partners at both junior and senior levels
- Undergraduate degree with a concentration in Business or Finance
- Experience working with board or management committees, ideally for a financial institution
- Experience writing policies, procedures or other types of documentation
- Experience at Bank of America (enterprise knowledge) in Risk, Finance, Corp. Treasury, Corp. Investments Group, Stress Testing
- Familiarity with Volcker regulations a plus
39
Reporting & Governance Senior Analyst Resume Examples & Samples
- Excellent project management skills, including the ability to prioritize work and meet deadlines
- 2-5 years financial services industry experience
- Ability to navigate in a highly complex organization and operate effectively in changing environment
- Ability to manage multiple tasks successfully and efficiently in a fast paced, regulatory driven environment
- Excellent organization, writing and communication skills
- Experience communicating succinctly to both the Executive level, as well as explaining detailed process/procedures to line of business
- Subject matter experts
- Strong understanding of managing risk and compliance business controls
- Strong relationship building and interaction skills
- Understanding of financial reporting systems, legal entities, and/or role of regulatory authorities is a plus
- Knowledge of firm products, processes, and risk framework is a plus
- Ability to quickly develop subject matter expertise across a broad spectrum of issues
40
Senior Analyst, Sales Reporting Resume Examples & Samples
- Maintain current forecast process and weekly reporting needs. Work with Sales team to provide accurate forecasts
- Develop and implement reporting solutions to enable and sales performance management
- Implement and maintain quality assurance process on report production to minimize errors
- Automate manual reports
- Work with internal partners to ensure information is accurate and delivered in a timely fashion
- Ongoing data-mining including procuring key information, manipulation, and reporting
- Develop analytical tools for use in understanding sales trends and performance measures
- Ability to design reports, reporting tools and automate reporting processes in SFDC and excel
- Assist with the ongoing development of performance and reporting portals
- Exceptional skills in the use of MS Access, excel, Salesforce.com
- Strong organizational, analytical, financial and problem solving skills
- Leadership, goal driven, proactive, innovative and an exceptional team player
- University degree or College Diploma in a Business or Computer Systems discipline would be an asset
- Experience in telecommunications or IT an asset
- Proven ability to work in a fast paced results-oriented team
- Skills with any of the following is an asset- Essbase, Webfocus, Cognos, Tableau
- Leadership: ability to articulate the program definition and objectives, communicate what needs to be done, solicit team input and cooperation, and motivate team to achieving the collective goal. Brings energy and a drive to succeed to the team
- Business acumen and judgment: grasp of industry and market trends, competitive issues, company strategic direction
- Well-honed skills in communication, problem resolution, facilitation, organizational and consensus-building skills
- Brings energy, work ethic, team work and a drive to succeed to the team
41
Senior Investment Reporting Analyst Resume Examples & Samples
- Responsible for the investment reporting function for U.S. GAAP, regulatory, and/or board requirements of the Insurance Company, subsidiaries and affiliates. Determines appropriate work allocation across department on a quarterly basis and monitors work product
- Coordinates investment presentation in the financial statements on a quarterly basis. Ensures reporting consistency in the financial statements, board reports and information provided to analyst
- Strong knowledge of U.S. GAAP and/or insurance statutory accounting principles
- Intermediate Microsoft Excel and Access skills
42
Reporting & Governance Senior Analyst Resume Examples & Samples
- 3-5+ years demonstrated analytical experience working in the financial industry (Risk, Finance, Investment Banking)
- Must have a solid understanding of how a trade or deal is executed & completed
- Must have an executive presence
- Strong presentation skills: ability to present key messages, recommendations and information in a clear and insightful way and synthesize information key to relevant points
- Strong communication skills: ability to communicate effectively both in writing and verbally and to feel comfortable delivering insights and recommendations to senior leaders and regulatory agencies
- Legal background with 1-2 years of experience & subject matter expertise in Capital Markets
- Economic Capital / Trading desk business acumen
43
Senior Reporting Solutions Analyst Resume Examples & Samples
- Analytical approach to problem solving and attention to detail
- Understanding of risk and/or finance reporting concepts and standards
- Proficient in use of MS Excel to evaluate and report on large amounts of data
- Knowledge of MS Access and/or other database querying will be a plus
- Familiarity with credit risk exposure calculation methodologies & reporting is a plus,
- 2 – 3 years experience in Risk Reporting, Product Control, Audit or other manage function in financial institutions would be an advantage
44
Reporting Analyst Senior Resume Examples & Samples
- Collaborating with the business unit to develop and maintain reporting tools to help manage and run the business more effectively and efficiently
- Utilizing data to deliver innovative and in-depth analytics to identify opportunities to improve profitability of the bank operations and gaining efficiencies
- Developing and maintaining work force analytics tool to help business units gain better efficiency by managing capacity through staffing optimization which include providing insights into staffing needs, productivity and utilization of associates within specific functional areas in Bank Operations
- Understanding the business unit's reporting needs and providing automated (or close to) solutions to decrease manual work efforts within the business unit
- Leveraging tools and technology in appropriate manner to help with analysis and model development
- Reviewing and ensuring accuracy, consistency and soundness of analytical support and reports
- Promoting engagement with business by demonstrating professionalism and enthusiasm when handling requests for reports and analysis
45
Senior Investment Reporting Analyst Resume Examples & Samples
- Bachelor’s degree in Accounting/Finance
- 6 to 8 years of investment accounting experience
- Life insurance (STAT & GAAP) background preferred
- Possess self-confidence and ability to communicate with Senior Management Levels
- Ability to think critically, analyze, prioritize, take initiative, problem-solve
- Knowledge of Insurance industry accounting practices and procedures preferred
- Knowledge of Ms Office applications, including Excel, Word, Access, a plus
- Knowledge of PeopleSoft financial systems, a plus
- Knowledge of Essbase, a plus
- Knowledge of Crystal Report writer, a plus
- Knowledge of PAM for Investments, & CAMRA investment accounting systems, a plus
- Big 4 Accounting firm experience, a plus
46
Reporting Analyst Senior Resume Examples & Samples
- Build new reports & enhance existing ones
- Present trending reports to management
- Evolve forecasting model
- Work with data warehouse team to automate all manual reports
- Financial Assistance and Accreditation Awards towards recognized designations pertaining to your responsibilities
- Eligible candidates may receive a special payment to assist with relocation. Restrictions may apply
47
Senior Customer Reporting Analyst Resume Examples & Samples
- Leads the development of reporting across functions within Channel Development business units for customer sales and spend(NA, EMEA, PAC, BS and CPG)
- Leads the process for building mobility reporting across channel development to support the integration of 360 degree view of customers
- Leads the reporting integration across functions within Starbucks Channel Development to align functions on timing, KPI, Customer Model and measurements utilized to analyze and determine customer success or failure
- Leads the reporting process for the Trade Promotion Management and Customer Relationship Management systems into the sales teams and leadership teams across channel development
48
Reporting & Governance Senior Analyst Resume Examples & Samples
- Analyze portfolio level Value-at-Risk and other risk metrics
- Identify trends in risk measures and work with product risk managers to understand key drivers
- Escalate concerns and trends to facilitate decision making by senior management
- Develop automated excel/python tools to assist with analysis
- Assist in daily reporting of key risk measures related to market risk regulatory capital
- Extremely strong verbal and written communication skills; ability to succinctly summarize observations from a range of sources and present a high quality product for senior management
- Ability to manage large projects with tight deadlines
- Strong work ethic and the ability to drive results
- One to two years of experience in a Market Risk related role
- Excel/VBA/Python preferred
- Degree in Finance, Mathematics, or Economics preferred
49
Senior Mgt Reporting Analyst Resume Examples & Samples
- Foundational financial and/or accounting acumen. In depth knowledge of the financial services business, including material revenue and expense drivers
- Strong financial analysis skills, as evidenced by at least five years experience
- Ability to manage multiple projects and priorities effectively. Interest, willingness and ability to assimilate information quickly and succinctly
- Proficiency with Microsoft Access. Hands-on experience KeyCorp’s financial systems or equivalent experience in other financial system reporting environments (Hyperion, IBM Cognos, etc.)
- Solid knowledge of EDW and SQL/QMF database queries a plus. Project management experience a plus
50
Senior Website Reporting Analyst Resume Examples & Samples
- Management of Google Analytics and Google Tag Manager Account configurations
- Provide day-to-day senior support and work collaboratively with a team of analysts
- Google Tag Manager (or equivalent) knowledge (preferred)
- Familiarity with log-based clickstream tools (Omniture, WebTrends, and Urchin) is a plus
51
Reporting & Governance Senior Analyst Resume Examples & Samples
- Design and Implementation of the Executive Dashboard
- AML Program Health and Status Reporting
- Strong analytical skills with the ability to clearly communicate executive-level reporting
- Extensive experience with reporting and data mining tools / scorecard production
- A strong risk management mindset
- The ability and willingness to adjust well and quickly to changing demands and requirements
- Effectively build working relationships based on mutual trust and respect
- Proficiency with the Microsoft Office Suite, particularly Excel and PowerPoint
- A minimum of five years of related experience
