Reporting Business Analyst Resume Samples

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K Bartell

Kathryne

Bartell

59875 Tara Hollow

Houston

+1 (555) 509 9467

59875 Tara Hollow

Houston

Phone

p +1 (555) 509 9467

Experience Experience

New York, NY

Reporting Business Analyst

New York, NY

Towne-Goldner

New York, NY

Reporting Business Analyst

Interfacing with, and gathering information from, other areas of the business (Mortgage Operations, IT, Finance, Marketing)
Reviewing and participating in testing of data design, tool design, data extracts, networks and hardware
Identifying and validating data sources
Recognizing and communicating meaningful trends/patterns in data and reporting
Interfacing with, and gathering information from, other areas of the business (Operations, IT, Finance, Marketing)
Extracting data from various sources using SQL
Interfacing with, and gathering information from, other areas of the business (Operations, IT, Finance,

Detroit, MI

Financial Reporting Business Analyst

Detroit, MI

Eichmann Group

Detroit, MI

Financial Reporting Business Analyst

Performing User Acceptance Testing, raising any defects and enhancements and providing sign-off on individual system components
Analyse data quality, investigate data quality improvement possibilities
Working with the SIT team and reviewing System Integration Testing results
Ongoing review and development of current processes to increase efficiency
Assisting with implementing a new by desk process for New Co
The opportunity to work with people from different functions and different countries
Identify system implementation efficiency improvement possibilities

present

Dallas, TX

Regulatory Reporting Business Analyst

Dallas, TX

Thompson, Sauer and Kuhlman

present

Dallas, TX

Regulatory Reporting Business Analyst

present

Work efficiently with a view to high-quality work product and quick-to-market solutions
Provide Operations teams with End User Computing (EUC) tools to enhance efficiency and improve controls
Participate and/or Lead various regulatory change management working groups and Committees
Provide Capital Markets Operations subject matter expertise
Utilize Lean Six Sigma, Agile, Scrum and other change management methodologies
Liaise with Operations management and staff to understand their roles and challenges
Perform/support system testing (e.g. SIT & UAT)

Education Education

Bachelor’s Degree in Business Administration

Kaplan University

Bachelor’s Degree in Business Administration

Skills Skills

Solid background in Information Technology with demonstrated ability to quickly learn new technology and business process
Strong self-management and ability to work autonomously and with ambiguity
Ability to adapt quickly in a constantly changing environment
Detail and process oriented with great organizational, collaboration and analytical skills
Knowledge of manufacturing and distribution business domains
2 years experience in project management with excellent time management, communication and presentation skills
Advanced knowledge of Reporting tools
Strong analytical, problem solving and investigative skills
Provides consultation to users in detailed functionalities of automated systems
Knowledge of Data Warehousing tools, theory and methodology

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15 Reporting Business Analyst resume templates

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Client Reporting Business Analyst Resume Examples & Samples

3-5 years in a consultative role
Strong communication skills, both written and verbal, where the individual can establish a great rapport with our technology and business partners to get the job done. Need a positive, hard working, energetic 'can do' attitude
Perform business analysis and documentation of the current and future state of the OneSource Financials application as well as Client Reports and Advices (client communication letters, notices, and confirms)
Juggle multiple projects simultaneously, focusing on continued delivery of regulatory client deliverables such as legal statements/performance reporting/advices/letters/notices for the America's region
Support the EMEA region’s business requirements and liaise between the EMEA business and Technology teams
Provide regular status updates for all project participants as well as creating presentations for steering committee updates
Work with various Legal & Compliance teams to obtain sign-off on all Regulatory business requirements
Act as primary liaison between the key business stakeholder and technology for CPB Client Reporting Projects. Interface with multiple business units to understand and document detailed business requirements for OneSource technology projects. Recommend business priorities by advising stakeholders on options, risks, costs, prioritizations, and delivery timelines
Create and facilitate training sessions and webcast demos for CPB front office staff
Author UAT test scripts and business scenarios against requirements
Broad understanding of client reporting across the industry and our competitors
Create, manage and maintain the project plan and act as the project manager for all follow ups across the business, operations, compliance, legal, and technology
Represent the Global Client Reporting team in senior management Client Taskforce meetings (Client Solutions Initiative)
Manage and implement portfolios of application enhancements from inception through completion

Gfts Management Reporting Business Analyst Resume Examples & Samples

Bachelor’s/Master’s degree - technical degree preferable
Direct experience (minimum 5 years) with technology solutions in Financial Services and Business Intelligence (BI) systems, including experience with industry BI products such as MicroStrategy, COGNOS, BO, etc
Direct experience (minimum 5 years) with industry recognized techniques performing Business Process and Data Analysis, Requirements Gathering/ Documentation/ Validation and Change Control processes is a must
Experience (minimum 3 years) working on global projects with stakeholders in the business and technology domains located around the globe is a must
Must have extremely strong oral communication and interpersonal relationship and consensus building skills
Must be a structured thinker, able to multi-task, with strong organizational and follow-up skills

Reporting & Business Analyst Manager Resume Examples & Samples

The Reporting BA Manager will manage a team of reporting business analysts to deliver reporting solutions for the global SAP implementations and Enterprise Reporting and Performance Management (ERPM program)
Build the BA team, responsible for collecting, rationalizing, and documenting business requirements
Develop work plans to support blueprint, realization and final preparation activities for the team
Work with functional leads to develop new reporting requirements and opportunities to fulfill the “To Be” business process reporting requirements. This role would help to lead and develop the reporting solutions for business processes supported by SAP for Columbia
Empowered to make decisions within the scope of the role and keep the project moving forward
Champion the solutions and assist in change management activities
Define relevant subject areas in reporting environment to support reporting needs of all business process areas supported by SAP
Participate in requirements gathering for new reporting requests
Adhere to documentation standards (e.g. change request forms, functional / technical specification documents, naming conventions, etc)
Manage vendor relationships to ensure appropriate support and cost effective solutions
Bachelor’s degree required with a preferred emphasis in Business, IT, Finance, Engineering or equivalent experience
3+ years of management experience or cross functional coordination, but a willingness to be hands-on
5+ years of SAP or relevant experience with at least one full life cycle implementation of decision support tools and processes in an SAP environment
Experience with SAP BI and/or Business Objects product suite is a plus
Relevant experience with SAP BI, Informatica and Teradata. Understanding of available end-user reporting tools used within an SAP BI and/or Teradata environment, and how to effectively deploy them
Strong understanding of SAP data-model and current trends in decision support capabilities within the SAP space preferred
Experience teaching and mentoring peers on sound decision support methods and strategies
Ability to relate SAP data to business process need
SAP AFS knowledge desired

Gfcc Investigations Analytics & Reporting Business Analyst Resume Examples & Samples

Intake requests for data, analysis or reports, gate keep and manage expectations among ad hoc and standard work
Data collection and consolidation, analytics and reporting before delivery to ensure consistency
Development of reports and metrics for optimal presentation to Global Compliance and Firm wide executives
Drive, adopt and enforce best practices in templates and tools
Ensure key trends, issues, watch items are brought forward from MIS into Management Summaries clearly and Accurately
Bachelor’s degree in Business Administration, Finance, Accounting or related discipline
3- 5 years of experience in Advanced analytical skills, problem solving, good critical thinking and decision-making skills
Working knowledge of PL SQL, Oracle, SAS, Business Objects and Brio
Experience in the design, development, compilation, analysis, generation and distribution of reports
Experience in business process analysis, documenting gaps and process standardizations
Experience identifying strategic improvements and delivering measurable change
A high level of attention to detail and quality assurance
Proven ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically
Works well individually and in teams, shares information, supports colleagues and encourages participation
Strong skills in time management and problem solving
Proven ability to be able to multi task as well as assess and change priorities
Enthusiastic, self motivated, effective under pressure
Ability to be effective in a Global operating environment and a matrix management organization
Excellent PC skills that include proficiency in Microsoft applications: PowerPoint, SharePoint, Visio, Project, and Excel including macros and logic functions and comfort with learning new software and other project reporting tools

Payroll Regulatory Reporting Business Analyst Resume Examples & Samples

Coordinate efforts with internal/external stakeholders to interpret and translate business requirements into functional specifications for system change requests. Act as the liaison to CTO during development, programming and testing of stakeholder requirements
Coordinate testing needs between multiple projects with appropriate Business Analysts within HRSD. Ensure all projects for NA Payroll have appropriate resources in order to meet deadlines
Create a standard of requirements for testing of projects, ensure all requirements and test cases are maintained in Application Lifecycle Management, organize appropriate areas needed to participate in testing and ensure all ALM test standards have been met during each project
Serve as a liaison to all business partners with system and process interfaces into the NA Payroll function. Establish and coordinate procedures with new interface requirements
Provide subject matter expertise for research and analysis activities into PeopleSoft delivered functionality and JPMC custom processes; recommend and implement approved long and short-term course of actions for best practices
Liaise with NA Payroll Management to ensure risks are accurately captured, and managed with appropriate action plans in place in Phoenix; ensure commentary is updated for control evaluations at appropriate times required; review all risk and control procedures for sign off from Management once a year
Schedule and review Monthly Financial Risk & Review meetings
Update RED items in Phoenix Database and report to Operational Risk Management team as appropriate
Maintain User Tool Database and ensure all proper documentation/templates are updated as needed for changes or as new tools are created
7+ years Integrated Payroll System experience
Risk, audit, human resources or finance background
Knowledge of PeopleSoft Query
Leadership skills demonstrated
Strong analytical and technical skills
Requires attention to the details and the ability to follow through and resolve outstanding issues
Developed written and verbal communication skills to effectively communicate with all levels of management
Ability to multitask and meet multiple deadlines in a fast-paced environment with changing and competing initiatives
Ability to quickly absorb product knowledge, process information; apply appropriately to meet client's needs
Focused attention to customer service and organizational skills
Ability to work in a virtual/diverse environment
Demonstrated Microsoft Suite experience (Word, Excel (pivot tables), Access)
Must be a Team Player
Bachelor's degree preferred in related field (Tax, Finance, Accounting, etc.)
Must be able to work flexible hours
Maintain excellent working relationship with internal / external stakeholders

Trade & Transaction Reporting Business Analyst Resume Examples & Samples

Candidate will work as a Business Analyst on Barclays Trade & Transaction Reporting platform to ensure complete, accurate and timely reporting of trade data to global regulators
Will derive business and technology requirements from the global regulatory reporting regime rules, and from derivatives trading groups across the firm
Provide functional ownership for the reporting platform. Write functional requirements to ensure enhancements and defect remediaion meet the needs of the trading groups and global regulatores
Own the functional delivery of the changes throughout all phases of the software development lifecycle including close partnership with development teams to ensure requirements are fully understood and executed
Work with the Quality Assurance group to define and execute functional test cases
Candidate must be able to work independently and be strongly proactive; must have the ability to drive requirements, delivery and implementation in a demanding financial environment
Four year degree in a technology or business related field
3+ years experience experience with all phases of the SDLC. The candidate must demonstrate a strong track record of deriving and writing complex business requirements and succeeding in large scale projects within a demanding financial environment
1+ years experience in Derivatives Reporting implementations and functioning. Candidate should display specific experience in reporting implementations for MIFID, ESMA, or Dodd-Frank including detailed FpML mapping
In-depth knowledge of one asset class, including full product lifecycle, trading and clearing procedures, pricing and risk
Understanding of the full development lifecycle including knowledge of Agile and Waterfall SDLC
Experience within a large enterprise program
Experience of working on global applications
Excellent written and verbal communication skills, including solid experience in writing functional and technical specifications
Proven ability to work within a team environment
Ability to make good/sound decisions and use independent judgment
Ability to manage changing requirements in a highly dynamic environment
Ability to develop strong client and vendor relationships
Must have a keen eye for detail with a focus on quality control
Must be a team player; able to thrive in a fast-paced environment and meet competing/changing deadlines

Cib Operations Business Architecture & Transformation Financial Reform Reporting Business Analyst Associate Resume Examples & Samples

OTC derivative cross asset project management to enable compliance on new regulatory reform globally
Communicate with various cross asset operational teams and technology to ensure everyone if aware of the regulatory change landscape
Detailing business requirements to allow each line of business to establish the functional/build requirements for their area to comply with new reporting regulations
Analysis of process and data discrepancies
Provide recommendations to enhance current processes and control environment
Understanding of OTC Derivative products (Credit, Rates, FX, Equities and Commodities)
Logical and structured approach to planning and problem solving and decision-making
Very strong analytical, prioritisation and organisational skills
Ability to communicate confidently and influence internal and external stakeholders
Good MS Office skills – Excel, Word, Visio and PowerPoint
Risk and controls awareness
Capacity to think laterally and convey an understanding of the big picture

Operations Control & Risk Mi Reporting Business Analyst Resume Examples & Samples

Responsible for governance, control and ownership of regulatory reporting
Evaluate requests for new reports, and develop, test and move new reports to production when approved
User-test database enhancements and other development modifications
Monitor access privileges of report recipients and new requestors
Exercise reporting controls and static data maintenance of reporting database, both on a routine and strategic basis
Respond to customer inquiries regarding report output, investigating any apparent gaps or discrepancies
Responsible for executing the global, day-to-day production of Global Operations risk and control reports, and managing the output from our external vendor
Document procedures for report production and data maintenance processes
Produce statistics on current report usage, and analyze for opportunities to retire dormant reports
Execute a program to rationalize existing reports, and convert to more efficient production model wherever possible
Provide business requirement input to the strategic reporting tools program to help define key risk and control indicators and to aid the design of enhanced strategic reporting tools
Assist in delivery of new MI Stategy Projects
Provide backup and support for other MI team members as needed

Gfts Senior Management Reporting Business Analyst R Co E Resume Examples & Samples

Experience (minimum 3 years) working on global projects with stakeholders in the business and technology domains located in various countries
Excellent oral communication and interpersonal relationship skills
Structured thinker, able to multi-task, and strong organizational skills
Degree in a technical subject
Subject-matter knowledge and experience in Financial Services products

Gfts Senior Mgmt Reporting Business Analyst Resume Examples & Samples

Bachelor’s/Master’s Degree
Direct experience (minimum 5 years) working as a business analyst, using industry-recognized techniques performing business process and data analysis, and following requirements gathering/ documentation/ validation/ management processes
Clearly defined methodology for eliciting and documenting requirements - and enthusiasm to evolve these skills and promote them to the wider organization
Self-starter, learning quickly, and working productively with minimal direction under tight deadlines
Technical knowledge and experience of Business Intelligence (BI) solutions

Global Kyc Reporting & Business Analyst Resume Examples & Samples

Liaison with technology team and ascertain that business requirements are implemented in new enterprise tool CitiKYC
Minimum of 5 to 7 years of experience in business/data analysis, MIS reporting and SQL queries
Knowledgeable in MS Office Suite (Word, Excel, PowerPoint, Access) and MS Project and ability to navigate and analyse data input and output from a variety of IT applications and systems
Basic understanding of KYC/AML regulations
Experience with developing BRD and FRD
Superior SQL skills (not basic), preferably Oracle certified
Extensive knowledge of Oracle Database and experience with Database Tools, for e.g. SQL Developer, Toad etc
Experience with SAP Business Objects tools that includes creating BO Web Intelligence reports and working with BO Universe
Ability to multi-task and prioritize; strong attention to detail; ability to work in a dynamic environment
Experience in dealing with technology teams, cross functional and global teams
Bachelor’s or Master’s degree in Computer Science, Information Systems, Finance or Accounting

Finance Regulatory Reporting Business Analyst Resume Examples & Samples

Strong analytical and problem solving abilities
Excellent data analysis skill
Ability to comprehend end to end data flow from product systems all the way down to regulatory reports
Excellent communication skill in English is mandatory
5 to 7 years experience in investment banking industry with good understanding of investment banking products
Prefer candidates with 5 to 7 years experience
Experience of design and implementation of Reporting
Advance MS Excel skill
Working knowledge in Basel I/II and Optionally in Basel III. Flair in Credit, Market Risk and Operation Risk and/or working knowledge in Regulatory Reporting, specifically Financial Reports viz., Balance Sheet and Profit and loss and other related schedules for APAC regulators
Oracle SQL for data analysis, store procedure as an advantage
Good knowledge of calculation engines and reporting tools with fair understanding database
Experience in using WKFS/FRS RegPro for regulator report generation is a definitive advantage
Experience in using Ab Initio as ETL (Extract/Transform/Land) tool is an advantage
Understanding of Reveleus includes designing Run/batch/Rule and hands on experience in conceptualizing the T2T Rules, Reclassification Rules, Computation Rules

Senior Reporting Business Analyst Resume Examples & Samples

Analyze complex data for reporting and/or performance (trend) analysis
Develop reports, dashboards, and ad-hoc queries for internal and executive audiences
Assist with COGNOS training to new users and knowledge transfer
Support technology to enable integrated reporting of the ESC Risk landscape
Persuade and influence stakeholders in other areas and occasional external parties through developed communication and negotiation skills
Support ETL processes and interfaces for the ESC systems
Conduct data analysis and data quality investigations, produce data quality metrics
Assist in implementation and production support activities
Minimum of 5 to 7 years of professional experience developing advanced reports using COGNOS Report Studio (10.1 or 10.2) required
Strong SQL programming skills and an understanding of relational databases
Knowledge of Citi policies and processes as it pertains to finance/supply chain systems is a plus
Excellent follow-up skills with attention to detail and ability to multi-task, strong leadership presence, strong team-orientation and interpersonal skills, flexibility, and strong analytical skills
Proven ability to work independently and effectively in a complex environment with multi-location team structure

Icg Kyc Reporting & Business Analyst Resume Examples & Samples

Manage Access database; ETL process (Extract / Transform / Load)
Provide ad-hoc analyses in Excel/Access for management and various internal groups
Develop Excel/PPT based reports/scorecards
Maintain documentation on existing analyses, queries, database structure and scorecards
Liaison with technology team and ascertain that business requirements are implemented for CitiKYC
Preparation of management reports and /or automation of the production of reports utilizing MS Access and MS Excel
Liaison with internal departments to retrieve data
Ad-hoc requests from management and countries supported
Adhere to Citigroup and regulatory policies and procedures
5+ years’ experience in banking or finance
Demonstrated experience of optimization in processes involving legal/regulatory adherence an advantage
Advanced Microsoft Access and SQL, and some VBA
Advanced Microsoft Excel skills (data manipulation, pivot tables etc.)
Advanced Microsoft Power Point
Excellent communication skills – both oral and written - ability to communicate at all levels within the organization
Leadership and Motivational skills
Superior planning & organizing skills
Innovation and change management implementation
Process re-engineering and improvement
Pro-active thinking and execution abilities
Detailed oriented balanced with a strategic view
Ability to work well under pressure and tight time frames
Manage up effectively
MIS and metrics and efficiency analysis skills – ability to benchmark and track performance improvement
Pro-active, flexible, have good organizational skills and must be team player

Icg Kyc Reporting & Business Analyst Resume Examples & Samples

Executes against ICG’s delivery commitment related to the Global AML PMO workstreams (Governance and Oversight, Risk Assessment, Customer Due Diligence/Know Your Customer, AML Monitoring, Remote Deposit Capture, Independent Testing)
5+ years experience in banking or finance
Pro-active, flexible, good organizational skills, and team player

Cib-mis Reporting & Business Analyst Resume Examples & Samples

Take executive requests and produce informational reports that can be used in presentations
Translate business requirements for report requests into web presentation tools
Interact with business leaders to develop documentation for solution offerings
The ability to interface with various data sources to provide executive level reports
Ability to design, develop, test, and deploy call center metric and client interaction reports
Perform call center performance analysis
Monitor and perform server administration functions
Manage deployment releases in adherence with the Firm’s policy and procedures
Identify and remediate risk related issues
Develop and publish executive level reports (MBR) for product and management stakeholders
Ensure code progression policies are followed and failure procedures are documented
Assess operating environment and recommend efficiencies
Develop and support Web applications / tools for call center management

Reporting Business Analyst Resume Examples & Samples

Interfacing with, and gathering information from, other areas of the business (Mortgage Operations, IT, Finance, Marketing)
Identifying and validating data sources
Extracting data from various sources using SQL /TOAD
Conceptualization of thoughtful, efficient summary and detail reporting that will add value to line level, management and executive business partners
Recognizing and communicating meaningful trends/patterns in data and reporting
4+ years experience working in a business analyst or business lead role
Critical and analytical thinking
3+ years experience in MS SQL Server Management Studio and Oracle environments
Demonstrates advanced analytical, problem solving, and documentation skills
Knowledge of multiple areas in Mortgage Banking: Finance, Marketing, Originations, and Servicing
Ability to work independently , manage shifting priorities and projects while meeting defined timelines
Ability to communicate effectively both verbally and in writing
Ability to solve business problems using critical thinking skills and techniques
Bachelor?s degree in Business Administration, Finance, MIS or related field preferred

MB Reporting Business Analyst Resume Examples & Samples

4+ years experience working in a business analyst or business lead role highly desired
2-3 years experience in MS SQL Server Management Studio and/or Oracle environments required
Ability to work independently, manage shifting priorities and projects while meeting defined timelines
Ability to maintain detail focus and retain big picture perspective

Regulatory Reporting Business Analyst Resume Examples & Samples

Lead and participate in regulatory projects of various sizes and scopes. Examples include regulatory inquiries and audits, small and large scale rule change initiatives (e.g., CAT), root cause analysis of control framework exceptions, reporting enhancements (e.g., Blue Sheets reengineering), etc
Participate and/or Lead various regulatory change management working groups and Committees
Research, formulate, propose and implement strategic regulatory solutions
Provide Capital Markets Operations subject matter expertise
Partner with key stakeholders and deliver value added solutions
Perform analysis of data, processes and systems
Provide Operations teams with End User Computing (EUC) tools to enhance efficiency and improve controls
Utilize Lean Six Sigma, Agile, Scrum and other change management methodologies
Work efficiently with a view to high-quality work product and quick-to-market solutions
Liaise with Operations management and staff to understand their roles and challenges
Support system testing and creation of user documentation
Build strong, long-term relationships throughout the RBC organization

Corporate Finance External Reporting Business Analyst Resume Examples & Samples

5+ years of experience working on projects within a structured Project Life Cycle, including experience working through entire project life cycle (initiation through implementation)
5+ years of experience documenting and validating business requirements, functional specifications, system and data flows
Communication with good relationship management & stakeholder engagement skills
5 years of proven business analyst skills & delivery track record
CPA/ACCA a plus
Influencing & negotiation skills
Initiative, proactive approach, ownership, responsibility – must be self-starter and able to manage relationships across split locations
Judgment; reasoned, balanced decision taker
Clear, concise oral & written communication skills
Business processes and finance operating model and associated interactions with LOB operations
Strong accounting knowledge/skills

Mortgage Banking Reporting Business Analyst Resume Examples & Samples

Interfacing with, and gathering information from, other areas of the business (Operations, IT, Finance, Marketing)
Identifying and validating data sources
Extracting data from various sources using SQL
Conceptualization of thoughtful, efficient summary and detail reporting that will add value to line level, management and executive business partners
3+ years experience working in a business analyst or similar role preferred
Critical and analytical thinking
Experience with SQL (query/procedure writing)
Experience in Mortgage Banking preferred
Ability to work independently and manage shifting priorities and projects
Ability to communicate effectively both verbally and in writing
Ability to maintain detail focus and retain big picture perspective
Bachelor’s degree in Business Administration, Finance, MIS or related field required

Senior Enterprise Reporting Business Analyst Resume Examples & Samples

This role is responsible for working in conjunction with business leadership to understand and document requirements, define functional and technical solutions, define acceptance criteria and test strategies, partner with programming and analyst resources in the delivery of technical solutions, assist in testing responsibilities, work with business constituents on user acceptance testing and sign-off, defining and leading the development of training material
The ideal candidate is someone who has had several years of progressive delivery responsibility on Planning implementations as a Business Systems Analyst, Solutions Architect or Lead Business Analyst. Candidate should have a strong business orientation, possess leadership skills, capable of articulating a clear vision of how to run a world-class Supply Chain, strong relationship-building skills at all levels of the organization (including Director level executives), and innovative action
Work with business partners in Account Operations, Regional and Global Demand Planning and Global Supply and Buying, Logistics and Distribution to analyze reporting structure, processes, systems and tools to support end to end Supply Chain Operations. Identify gaps in process or misalignment with strategic vision for Business Intelligence. Be able to articulate requirements in context of business process and align to the strategic vision
Lead the business, functional and technical teams to define the right solution for the reporting requirements. Identify, validate and approve the right technical solution in adherence to architectural guidelines. Guide team to adhere to documentation standards (e.g. change request forms, functional / technical specification documents, naming conventions, etc) and build an efficient reporting library with strategic alignment for delivery channels by function. Guide teams into long term solutions by subject area
Gather functional requirements of Supply Chain Operations leadership and leads technical solutions with IT teams to develop the most effective solution and/or tools. Partner with BPOs/ BPAs on all solutions directly relating them to business process and decision making. Be the business voice in subject area cross functional groups and keep solution delivery in alignment with strategy
Take and develop approved requests from Supply Chain Operations teams and BPOs to create automated and systematic reports and procedures. Assist in determining most effective use of Columbia resources – time, cost and people. Ensure internal controls are in place to create appropriate visibility and management throughout the process. This includes bridge solutions utilizing SQL and Microsoft tools to meet the day to day needs of the Supply Chain operations Team
Ensure cross functional training and alignment for new reporting system usage (SAP, Cognos, Logility, BW, TM1 etc.). Lead training and best practices on solutions in collaboration with OCM
Often assigned as project lead or project manager for company initiatives. Pull necessary data, statistics, analysis and industry best practices to drive behavior changes and cost reducing decisions. Define KPIs for success. Partner with cross-functional business partners to capture business processes, system needs and overall consensus in alignment with strategic direction
Maintain positive open lines of communication with all Columbia Sportswear executives, management, staff and other departments in order to contribute to the smooth flow of information and efficient operation of the organization
Develop sustainable ad hoc reports that can be handled by the business as bridge solutions. Combine data from multiple sources and formats into tools for planning decision support, analysis, auditing and other purposes. Strategically guide solutions to enable capabilities across the Supply Chain Operations teams through documentation and training
Provide updates to stakeholders, Management and Executives regarding strategy and long term vision

Clinical Reporting Business Analyst Resume Examples & Samples

Bachelor’s Degree or equivalent industry experience
Comprehensive knowledge of Microsoft Excel and Access
Previous experience with reporting
Prior finance experience

Reporting Business Analyst Resume Examples & Samples

Advanced Microsoft Excel, Power Point knowledge and familiarity with other MS product suite
Business Intelligence solutions experience (Qlikview and Business Objects – one of these two is required, but both preferred)
Familiarity SAP, Siebel-iCRM, and other data sources is plus
Excellent computer software skills; excellent written and verbal communication skills
Good knowledge of how relational databases work
Developed in Crystal Reports or Business Objects a plus

Mortgage Banking Reporting Business Analyst Resume Examples & Samples

Use Organization and Technical Knowledge: defined by behaviors such as
Analyzes Problems: Identifies problems, recognizes the root causes, and
Foster Productive Teamwork: defined by behaviors such as establishing open
Develop, test and implement daily, weekly, monthly, and ad hoc reports that
Background in SQL, SAS Base SAS, SSRS, SAS/Graph, and Oracle
Demonstrated intermediate proficiency in SQL coding
Demonstrated knowledge of mortgage banking servicing, operations or

MB Reporting Business Analyst Resume Examples & Samples

Interfacing with, and gathering information from, other areas of the business (Operations, IT, Finance, Marketing)
Extracting data from various sources using SQL
2+ years experience working in a business analyst or similar role
Intermediate-Strong Microsoft Excel skills
Ability to work independently and manage shifting priorities and projects

Regulatory Reporting Business Analyst Resume Examples & Samples

To be the key member of the new strategic regulatory platform to be rolled out in various APAC locations
To drive the user requirements gathering process and the analysis accordingly
Identify the project priority/ constraint for the project plan
Act as a bridge between end user and IT / Vendor to facilitate the communications
Prepare the system specification & documentation (e.g. function spec, user guide)
Advise & strike for the process streamlining opportunities
Ensure the system/data model is designed in long term sustainable perspective
Perform/support system testing (e.g. SIT & UAT)
Provide transparency of the progress to the project stake holders and escalate when necessary
Provide support to resolve production incident raised by end user
Identify the root cause of the incident by applying sound error tracing technics
Liaise with the related parties (e.g. IT, Operations, Front Office) to resolve the incident in a timely manner

IHC Reporting Business Analyst Resume Examples & Samples

Creates, distributes, and manages various division reports with multiple or various function focus. Develops and executes procedures to ensure all work and reports are completed accurately and within required timeframes
Ensures timely and consistent collection of high quality data which is transportable to information from the various areas within BOW and their source systems, including but not limited to metrics and key risk indicators
Plans and manages the schedule and workflow for multiple reports and administrative tasks. May direct work of others who produce, contribute, review or approve the results
Make recommendations to improve or streamline current change practices to improve reporting analysis and commentary or data quality, timeliness and accuracy
Extracts, filters and aggregates data using logical queries and basic programming. Constructs and produce data metrics, statistics and analyses
Designs and creates layout of information/data including use of tables, charts, graphs, heat maps, and process flow diagrams. Format reports and presentation materials
Oversees the maintenance of databases and spreadsheets through data entry and file uploads, and perform verifications for completeness and accuracy. Maintains data files, archives and documents library, manages the version control, updating and approval of key documents (e.g., policies and procedures, and audit plan)
Designs and implements enhancements to functionality of spreadsheets and databases, including use of forms, templates and logic functions (e.g., risk assessment tools)
Manage projects and/or small teams to support new initiatives or other automation efforts

Reporting Business Analyst Resume Examples & Samples

Intermediate Excel Knowledge (does not have to know to program, but will need to know VLookups, IF, pivot tables, etc) Macros is a plus
Ability to meet client specific requirements and targets
Ability to prioritize and applies effective time management
Analyze client needs & develop solutions
Apply basic business and financial concepts and tools
Customer Service Experience since will be dealing with internal clients
Intermediate French
Fluent English skills
Analytical Tools
Six Sigma Knowledge

Tax Information Reporting Business Analyst Resume Examples & Samples

Perform detailed business & data analysis, process redesign, and project planning
Identify key project risks and manage to resolution or escalate accordingly
Support the implementation/roll-out of TIR projects impacting the FXLM business, specifically for the EMEA region
Develop individual project artefacts as necessary, including Business Requirements documents (BRDs), project plans, UAT plans, UAT scripts, etc
Work with the global team including operations, IT, controls and middle office to ensure successful program planning and implementation
Bachelors with relevant experience
Demonstrable experience working in a business analyst role, preferably within a dedicated change function
Experience in collecting, defining and documenting business and technology requirements is essential
Experience working on projects encompassing both IT systems and business process change highly desired
Knowledge and working experience of Capital Markets products and industry preferred
Experience in Tax or Regulatory compliance projects highly desired
Experience in Client Onboarding, KYC, Accounts Control or Reference Data Projects highly desired
Past experience working on multi-country projects desirable
Excellent business analysis and problem solving skills essential
Ability to organize multiple parallel tasks/streams; a self-starter who can work independently with minimal oversight
Strong work ethic and ability to work under pressure and to tight deadlines
Strong written and verbal communications skills essential
Strong interpersonal skills and ability to work with multiple functions (Front Office, Middle Office, Operations, Compliance, Technology, Corporate Tax and Finance) to ensure communication, collaboration and agreement
Strong data analysis skills – ability to take large amounts of data, analyse, identify patterns, issues ,etc
Strong Excel, PowerPoint, Visio, MS Word knowledge; previous experience with MS Access desirable

MB Reporting Business Analyst Manager Resume Examples & Samples

Leading a team in developing and communicating solutions for business support groups by effectively gathering, compiling and reviewing information and data, evaluating existing systems and procedures, identifying alternate courses of actions, developing tools and/or improvements using existing software packages and coordinating the development and implementation of new functionality with Corporate technical staff and business unit management staff
Coordinate functional requirements with business management staff and technical solutions with systems programming and analyst staff to determine the most cost-effective solutions
Participate in project activities including prioritizing, developing schedules, determining resources, preparing plans, process and procedure documentation and effectively resolving issues as they arise
Validate and provide business approval of tactical remediation strategies in support of data quality requirements
Interface with business, IT, Risk, IOs and other support staff as needed
Identify and manage project dependencies and critical path issues
Track milestones and deliverables
Ability to demonstrate advanced analytical, problem solving, and documentation skills
Experience with business process re-engineering and business and user requirements
BS degree preferred. Emphasis in MIS, Risk Management, Finance, Computer Science, Mathematics or Statistics is preferred
Previous mortgage default and servicing knowledge is a plus

Lead Reporting Business Analyst Resume Examples & Samples

Effectively identify, design, and help develop self-service analytics solutions in support of a multi-year Global Business Transformation Program
Work with functional and technical teams to define the right solution for enabling delivery of high quality information
Participate in requirements gathering for new data requests
Partner with data warehouse and BI architects to identify the right solutions based upon the intersection of available technologies and functional needs
Act as a steward of our metadata, and continuously improve shared documentation and notes; following standard documentation procedures where required (e.g. change request forms, functional / technical specification documents, naming conventions, etc)
Efficiently maintain a reporting library and ensure redundant datasets and reports are not being built

MB Reporting Business Analyst Resume Examples & Samples

Background in SQL required, SSRS preferred
Demonstrated immediate knowledge of SQL/SSRS coding
Ability to interact with business users including management and translate business requirements into technical solutions
Five or more years of prior experience in financial services, mortgage banking and/or default mortgage servicing expertise preferred

Mortgage Banking Reporting Business Analyst Manager Resume Examples & Samples

Leading a team in developing and communicating solutions for business support groups by effectively gathering, compiling and reviewing information and data, evaluating existing systems and procedures, identifying alternate courses of actions, developing tools and/or improvements using existing software packages and coordinating the development and implementation of new functionality with Corporate technical staff and business unit management staff
Coordinate functional requirements with business management staff and technical solutions with systems programming and analyst staff to determine the most cost-effective solutions
Participate in project activities including prioritizing, developing schedules, determining resources, preparing plans, process and procedure documentation and effectively resolving issues as they arise
Validate and provide business approval of tactical remediation strategies in support of data quality requirements
Interface with business, IT, Risk, IOs and other support staff as needed
Identify and manage project dependencies and critical path issues
Track milestones and deliverables
Communicate status to management and stakeholders as necessary through summary reports, review decks, project plans, agendas, minutes, issue / risk tracking, etc
Demonstrated advanced analytical, problem solving, and documentation skills
Experience with business process re-engineering and business and user requirements
Ability to solve business problems using critical thinking skills and techniques
Must be able to work well in an environment with defined timelines and delivery schedules
Capability to review and translate functional specifications to validate and ensure business requirements are met
BS degree preferred. Emphasis in MIS, Risk Management, Finance, Computer Science, Mathematics or Statistics is preferred
Knowledge of SQL, TOAD, or other equivalent technologies preferred
Previous mortgage default and servicing knowledge a plus
Knowledge of advanced Excel and Access tools is a plus

Reporting Business Analyst Manager Resume Examples & Samples

Actively evaluate risk in the department
Implement, monitor and evaluate controls to ensure risks are mitigated
Lead report specific project activities including prioritizing, developing schedules, determining resources, preparing plans, data and documentation, and resolving issues
Bachelor's degree preferred; concentration in MIS, Risk Management, Finance, Computer Science, Mathematics, or Statistics a plus
Background in Microsoft SQL BI Stack (SSMS / SSIS / SSAS / SSRS), including ETL processes from multiple sources such as Oracle, Excel, Text, XML, OBDC, Teradata, etc
Experience with business process re-engineering and business/user requirements
Demonstrated knowledge of mortgage banking servicing, operations or originations preferred
Ability to prioritize and shift workloads to meet change in demand, requirements, or business need
Strong time management and organizational skills
Capability to review and demonstrate functional specifications to validate and ensure business requirements are met

Reporting Business Analyst Resume Examples & Samples

Highly motivated self starter
Experience with SQL (query/procedure writing)
Bachelor’s degree in Business Administration, Finance, MIS or related field preferred

Mortgage Banking Reporting Business Analyst Resume Examples & Samples

Note: We are unable to provide sponsorship for this role. Candidates must be authorized to work in the U.S. without sponsorship in order to be considered
Bachelor's degree or equivalent experience required
Background in SQL and SSRS required
Demonstrated immediate knowledge of SQL/SSRS coding
Five or more years of prior experience in financial services, mortgage banking and/or default mortgage servicing expertise preferred

Investments Operations Analyst Reporting & Business Analyst Resume Examples & Samples

Build and maintain reporting using a variety of tools. (Business Objects, OLAP, SQL)
Identify and investigate process and data issues by employing a structured approach to problem solving, including gathering, analyzing, and reporting data and mapping processes
Conduct data analysis as needed to complete assignments and ad-hoc data requests
Work with Investments teams to understand business data needs and provide accurate and timely data related to the investment portfolio
Establish and maintain detailed working knowledge of investments reporting, trading, and accounting systems, and business processes; recognize key interdependencies among system components
Partner with Investments teams to analyze present-state processes and develop business requirements using appropriate tools and techniques including but not limited to interviews, document analysis, surveys, use cases, scenarios, business process, task and workflow analysis
2+ years of experience in financial services or investments, preferably with an insurance company
Advanced PowerPoint, Word and Excel skills
Demonstrated oral and written communication skills with the ability to tailor communications to differing audiences including Senior Management and Technical Developers
MBA and/or CFA Certification (complete or in process.)
Experience with Markit EDM/Cadis or Eagle Pace
Experience with Business Objects

Reporting & Business Analyst Resume Examples & Samples

Assist with the documentation of As-Is and To-Be processes and procedures
Help to manage and deliver assistance with core business tools and processes
Ad-hoc portfolio-related data analysis (e.g. gather and synthesize relevant data, conduct regular internal ‘data audits’)
Maintain daily, monthly, and quarterly reporting processes and procedures; develop and maintain associated process documentation
Validate report results and insure consistency in the data; work with the team to investigate any data inconsistencies; perform analysis of data and troubleshoot current data integrity problems
Track, manage and deploy portfolio processes
Responsible for tracking relevant metrics and drive action items based on results
Cultivate use of best practices in the organization
3 years’ experience in project or program manager and/or business analyst role with responsibility of driving cross-functional initiatives within a technology-focused organization
Two plus years in a business analyst or reporting analyst role
Excellent verbal, written, and data presentation skills
Strong attention to detail and quality
Flexibility and ability to effectively manage multiple priorities
Strong knowledge of Excel, including pivot tables, PowerPoint and Visio
Understanding of Agile and Waterfall project terminology and methodologies

MB Reporting Business Analyst Manager Resume Examples & Samples

Collaborate with internal stakeholders and key business partners to create a common platform for data analytics, trending, and reporting of quality data
Data exploration and analysis
Interfacing with and gathering information from other areas of the business
Recognizing and communicating meaningful trends and patterns in data and reporting
3+ years experience working in a business analyst or similar role
3+ years of experience with SQL query writing
Bachelor’s degree in Finance, Economics, Data Mining, or other data intensive degree

Capital & Financial Regulatory Reporting Business Analyst Resume Examples & Samples

Propose solutions and draft strategic business and data requirements for new regulatory reporting requirements, including but not limited to, CoRep, Pillar 3 and FSA disclosures
Understand, support and enhance the current state architecture, Axiom reporting and business processes that are used in the daily, monthly and quarterly reporting to internal stakeholders and the PRA
Support the Regulatory Controllers in their Axiom requirements across CoRep / Axiom playing a major contributing role detailing the requirements, testing and co-ordinating the content of Axiom releases
Assess the impact of taxonomy / Data Point Model changes in Axiom, managing the change process front-to-back through the cycle
Manage data extracting (aggregations) from Axiom for internal MI reporting / analytics
Work with IT / Regulatory Controllers on change requests to streamline / retain compliance in the external reporting process
Serving as the conduit between the client group and the software development team through which requirements flow
Critically evaluate information gathered from multiple sources, decompose high-level information into details, summarise detailed or low-level information to a general understanding, and distinguish user requests from the underlying true needs
Experience of Regulatory reporting projects including the use of Axiom and the CoRep regime would be preferred, but experience within the wider Financial Regulatory space would be considered
Ability to analyse data with experience of building out Axiom workflows and aggregations will be an advantage
Given the high degree of interaction with key stakeholders, technology and infrastructure teams, the successful candidate must be able to demonstrate strong communication skills to both manage key stakeholders
Elicit requirements using a variety of methods including interviews, document analysis and requirements workshops
Proactively communicate and collaborate with internal clients to analyse informational, processing, and functional needs for the purpose of producing business and functional requirement documents
Strong analytical skills required, including a thorough understanding of how to interpret business needs and translate them into business and functional requirements
Excellent verbal and written communication skills and the ability to interact professionally with a diverse group, including executives, managers, and subject matter experts
Given the importance of the Firm’s relationships with external regulators, it is imperative that the successful candidate displays high levels of Guardianship and is able to clearly identify, communicate and work to mitigate risks to the projects
Project Management/Business Analysis experience of projects in the Finance industry is essential. Prior business analysis experience within regulatory projects is essential, with Market Risk experience preferred
Experience with UK regulatory reporting regulation is preferred
Experience of analysing and resolving data issues within a Finance organisation would be an advantage
Experience in building out business requirements for strategic IT development is required
High degree of expertise in Microsoft Office tools, including MS Access and Excel and Visio
Experience of Business Intelligence tools, Dashboards and development of business metrics would also be an advantage
The candidate needs to demonstrate a high degree of organisation ability, as they will be required to deliver multiple projects, to deadline in a cost effective manner

Reporting Business Analyst Resume Examples & Samples

Develop strong business knowledge and partnership with the Sales Organization
Learn business processes and data used by business functions
Consult with Sales Teams to ensure developed solutions meet their needs and drive continuous improvement
Primary point of contact for Sales Teams, determining requirements
Consult with Sales Teams to develop analyses that lead to actionable insights
Define and write use cases to translate and document business needs
Understand the Sales Organizations strategy, business, their priorities and how to provide solutions to meet these needs
Build relationships with Sales Teams, conduct field visits to observe, understand the field role and gain feedback on role of reports used
Partner with technical analyst, understand requirements and use cases together, ensure developed requirements and use cases are understood and that developed solutions meet these needs
Capture requirements and use cases, managing review with IT and business
Ensure project work aligns with Sales Teams strategy and priorities
Identify and oversee POC opportunities to explore and learn
Understand the key elements of the project related data and business usage
Partner with Lilly and vendor resources to ensure understanding of data and requirements
Responsible for system testing, coordination with Sales Teams for solution acceptance
Ensure adherence to appropriate quality standards and risk-based decision making for all delivery efforts
Minimum of 2 to 3 years IT experience
Qualified candidates must be legally authorized to be employed in the United States. Lilly does not anticipate providing sponsorship for employment visa status (e.g., H-1B or TN status) for this employment position
Experience with business integration
Experience with requirements gathering
A high level of intellectual curiosity, external perspective, and innovation interest
Strong analytical, problem solving and investigative skills
Solid background in Information Technology with demonstrated ability to quickly learn new technology and business process
Demonstrated interpersonal skills and teamwork
Ability to communicate proactively and effectively with IT and business stakeholders
Experience in applying quality and compliance requirements
Strong business acumen and process understanding
Positive, customer-focused, and energetic attitude
Strong customer orientation and desire to collaborate
Sharing knowledge and best practices, team player
Detail oriented, creative, and innovative approach to problem solving
Broad technical skills
Ability to adapt quickly in a constantly changing environment
Expertise with IT environment to be able to match business needs with available IT solutions
Strong self-management and ability to work autonomously and with ambiguity
Experience with Sales & Marketing business processes & systems
Skilled in user experience
Vendor resource project oversight
Business Intelligence tools experience
UI/UX Experience

Capital & Financial Regulatory Reporting Business Analyst Resume Examples & Samples

Facilitating the transition to Business As Usual (BAU) processes
A number of years relevant experience as Business Analyst working on projects for the Finance department of an investment bank / financial services company
Finance/Accounting/Regulatory Experience - A good understanding of the finance function and processes of a financial service organization, examples: General Ledger, accounting/finance processes, US GAAP/IFRS, regulatory reporting. Federal Reserve and/or EBA reporting experience is a plus
Experiences across a range of financial products (Fixed Income, Equity, Derivatives, Loans)
Strong data analysis and problem solving skills are required to perform data quality gap analysis, root cause issue analysis, and data reconciliations
Project management experience, preferably in regulatory change
Line experience within a Regulatory calculation and/or reporting function
Part Qualified / Qualified accountant

Reporting Business Analyst Resume Examples & Samples

Interfacing with, and gathering information from, other areas of the business (Operations, IT, Finance,
Experience creating SSRS reports
Experience in Mortgage Banking
Excellent interpersonal skills necessary to work effectively with a variety of individuals, departments

CIB Ops Regulatory Reporting Business Analyst & Project Management Office Associate Shanghai Resume Examples & Samples

An ability to define complex regulatory requirements at the attribute level
Ability to approach complex problems in a structured way, driving through solutions across multiple business and technology teams
Be able to build strong working relationships in a time-pressured environment
Be comfortable working with ambiguity and using your negotiating and influencing skills to drive delivery across a variety of teams and at all management levels
Have a background in project work, demonstrating how you operate effectively to overcome issues and deliver to deadlines
Able to Project Manage multiple projects at the same time
Articulate well and able to updates different stakeholders with different details according to the audience
Fluent written and oral communication skills in English and Mandarin

Life Actuarial Reporting Business Analyst Resume Examples & Samples

Testing system changes to GFDI (Group Finance Data Initiative) and RMP (Risk Management Platform) for actuarial reporting
GFDI system process improvement
Ensuring stability and consistency of results, building in cross checks and sensitivity checks facilitating a more efficient review process
Supporting the production of Quarterly disclosure results for the Group
Supporting application testing and implementation
Continuously improving and developing guidelines for life financial reporting
Supporting timely and accurate delivery of: consolidated risk and value measures including RBC, SST MCEV, NBV and other regularly reported items
Supporting maintenance, development and efficiency improvements for related processes, systems
University education (Master's degree) within Process Management, Mathematical degree
Languages: English - advanced, German – would be a plus
Microsoft Excel Visual Basic - advanced
Understanding of insurance reporting knowledge would be an advantage
Experience in SAP BEx Analyzer would be an Advantage
Experience in SAP Query Developer would be an Advantage
Knowledge of SAP BW would be an Advantage
Strong interpersonal skills - ability to build and maintain effective and cordial working relationships
Strong controls and documentation discipline
Strong analytical skills - ability to develop innovative solutions meeting requirements set out by Management
Strong communication skills (written and oral)
Eager to keep learning and developing
Knowledge of IFRS, local statutory reserving and market-consistent valuation techniques for life business advantageous

Mi Reporting & Business Analyst Resume Examples & Samples

Knowledge of VBA, XML
Working knowledge of MS Access, SQL Server queries/stored procedures
PRINCE 2, MOS certification

Reporting & Business Analyst Resume Examples & Samples

4 year university degree, preferably in business or math
Minimum 2-4 years relevant experience
English fluency on B2 level
Advanced knowledge of Excel and Word, with working knowledge of PowerPoint and Access
Excellent analytic and problem solving skills
Strong organizational skills and communication skills
Detail orientation coupled with ability to see big-picture trends
Ability to work collaboratively yet independently
Ability to thrive under pressure
High level of maturity

Regulatory Reporting Business Analyst Resume Examples & Samples

Background in Finance function with an understanding of accounting principals
Understanding of banking operations, Systems and front to back system framework
Analytical, lateral thinker and result-oriented person with good problem solving and conflict management skills
Fluency in English (verbal/written) and interpersonal skills
Ability to multi-task and meet deadlines under pressure
Self-initiative and good team player
Able to understand complex financial system architecture [Preferred skill]
Project management skills and interest for process reengineering [Nice to
Technical tools for functional investigation
Degree in Accounting, Computing or any other related subjects
Minimum 5 years’ experience in Accounting, Audit, IT, Project Management related roles
Knowledge of Accounting Systems (ERP systems like SAP, General Ledger Sourcing) will be an advantage

Financial Reporting Business Analyst Resume Examples & Samples

Prepare data gap analyses, investigate data sources
Analyse data quality, investigate data quality improvement possibilities
Ensure development of key controls in the systems
Prepare required documentation for the system implementation project steps
Liaise with multiple participants of the project and the appropriate project stakeholders
Timely escalation of risks and issues related to the project
Continuously improve and update professional knowledge of regulatory reporting
Act as a back-up or temporary reporting analyst to gain experience with the reporting tasks
2-3 years of work experience in financial reporting / auditing roles
Prior experience in a statistical / regulatory reporting role is an advantage
Accounting and/or Financial reporting experience
Needs to have excellent ability to pay attention to details and work under pressure
Efficient and effective time management

Financial Reporting Business Analyst Resume Examples & Samples

The Credit Risk reporting team covers Basel2/3 Credit Risk monitoring and reporting (including Counterparty Credit Risk and Large Exposures)
The Market Risk reporting team covers Basel2/3 Market Risk processes (including Value at Risk and Standard Model approaches)
The Statistical Reporting team covers Central Bank reporting for key monetary statistics, based on which important monetary policy decisions are made
By-desk and Advisory team monitors the desks’ capital usage versus the assigned targets and support in Advisory related daily tasks
The Controls and Standardisation team ensures consistency of controls across the above areas
Business analysis of existing regulatory reporting processes and systems
Learn core system capabilities (RegInsight, Optima, CRMR)
Preparation of Business Requirement Documents or Minor Development Documents
Review Functional Requirement Documents and approve relevant sections
Prepare and review test scripts for SIT and UAT testing
Working with the SIT team and reviewing System Integration Testing results
Performing User Acceptance Testing, raising any defects and enhancements and providing sign-off on individual system components
Prepare test scripts for functionality testing
Preparation of user guides for new systems or features
Prior experience in a regulatory or risk reporting role is an advantage
Advanced MS Excel and Access knowledge
Has to have excellent ability to pay attention to details and work under pressure
Work experience in financial reporting / auditing roles
Knowledge of capital and financial market products and Basel II/III are an advantage

Reporting Business Analyst Resume Examples & Samples

Bachelor's degree or equivalent in Business, Finance or related degree or the combination of equivalent work experience required
Excellent interpersonal skills - must have the ability to build strong working relationships with operations teams and interface with all levels of management
Proficiency in use of reporting and data analysis tools such as TOAD, SQL, and SSMS, as well as, advanced skill in MSOffice products, i.e. Access and Excel is a plus

Asset Management Wmis Credit Analytics & Reporting Business Analyst Resume Examples & Samples

Becoming a subject matter expert in operations data and processes
This individual is expected to document, review, analyze and evaluate business processes, systems and user needs. Types of analysis and reporting may include: scorecard development, quality reviews, workflow analysis, and business / client reporting
Quality check/recon of key risk reports such as the monthly credit risk deck and risk control forum
Gather data and coordination of activities for reporting key performance indicators as required by BCBS
Assist in data quality agenda including pain point identification, follow up, and remediation plan
Assist with coordination of team documentation requirements including procedure docs, report list inventory, annual review and certification and user tool registration and reporting
2-5 years of experience in a reporting or business analytics role
Project management experience and/or technical business analyst experience preferred

Asset Managementwmis Credit Analytics & Reporting Business Analyst Resume Examples & Samples

Defining / automating key metrics
Creating reporting solutions across the Credit line of business
This highly visible role will interface with business management, operations, and risk managers to develop a wide range of metrics focused on measuring efficiency, service, and control
This individual is expected to document, review, analyze and evaluate business processes, systems and user needs. They will assist in the creation of reporting solutions by leveraging Business Objects, SQL and ACCESS databases. Types of analysis and reporting may include: scorecard development, quality reviews, workflow analysis, and business / client reporting
Establishing strong working relationships with team members and across the business
Initial focus will be to learn and own key BAU reports
1-3 years of experience in a reporting or business analytics role
Strong data analysis/quantitative/technical aptitude with ability to quickly learn new metrics, processes, and datasets
Ability to multi-task and manage multiple priorities
Executes superbly and meets commitments
Knowledge of Asset Management and/or the wholesale lending business is preferred
BS/BA preferred

Wealth Management Credit Analytics & Reporting Business Analyst Resume Examples & Samples

Demonstrating the ability to work in a team environment for resolution of issues
Assist with other BAU tasks/project work as needed
Strong working knowledge of Microsoft Office Applications (Excel, Pivot Tables, Access, Power Point, SQL)
Self-starter with the ability to take ownership and work independently
Excellent attention to detail, sense of urgency and a creative mindset
Experience in developing management reports/updates and presenting to Senior Management

Reporting / Business Analyst Co-op Resume Examples & Samples

Produce daily, weekly, monthly and quarterly reports using Satuit, Salesforce, PeopleSoft, Microsoft Access, Microsoft Excel, Microstrategy, and other BI reporting tools
Partner with Analysts on ad-hoc projects as necessary
Responsible for accuracy and timeliness of reports
Collaborate with business partners to develop business requirements and other supporting report documentation
Complete user acceptance testing with newly developed reports

Reporting Business Analyst Resume Examples & Samples

Own the generation of a key sets of financial reports & analysis, explain content to management and business partners, with focus on accuracy and to continue to drive improvements
Define, agree and manage the worldwide Dashboards for Customer Success Organization
Define, manage & implement the next generation of Visualization tools
Define and implement enhancements to the regular reporting portfolio
Provide regular updates on the health of the business to enable business leaders to proactive manage their business
Identify, drive and execute on initiatives to improve the financial performance of the worldwide Customer Success business
Implement and improve worldwide consistent standards in tools and processes
Ensure regulatory compliance of the Services business
Be the independent and equal voice of Operations to the field and the LOBs as part of a matrixed organization
Prepares standard & ad-hoc reports for management that characterize the business performance
Drive Dashboards creations for different PTC internal customer
Drive Visualization tools implementations in Operation team
Analyzes data using desktop applications to calculate metrics and ratios that describe the Services business
Identifies system, reporting & Dashboards improvements; participates in related projects
Ensures the alignment between systems, data and processes
Correct data to assure reporting accuracy
Serves as a common interface to internal & external teams
Provides first level support to field users in assigned areas like reporting (e.g. Oracle, PSA, SFDC)
Establishes and manages processes that are identified and defined in collaboration with senior management
Owns execution / participates in execution of identified processes
Drives discussion teams to improve data and systems accuracy
Prepares formal reports and ad-hoc analysis for management that characterize the business performance
Participate in Operational projects designed to improve processes and systems and drive change to improve data

CIB Ops Regulatory Reporting Business Analyst & Project Management Office Associate Shanghai Resume Examples & Samples

Have an ability to define complex regulatory requirements at the attribute level
Have ability to approach complex problems in a structured way, driving through solutions across multiple business and technology teams
Be able to Project Manage multiple projects at the same time
Be fluent written and oral communication skills in English and Mandarin

Reporting Business Analyst Resume Examples & Samples

Manage the design/implementation process for system enhancements and complete user acceptance testing for calculation logic, data tables and reporting in the incentive compensation system and related CRM and revenue tools
Maintain the systems, process and data that drives the sales incentive plans for a large sales organization
Answer queries from the sales teams and provide regular quarterly training on sales incentives to the sales teams, with ad-hoc training provided as needed
Work with IT development team to resolve outstanding system issues
2-5 years experience implementing Callidus Cloud for Commissions and Compensation Management
2 years experience in project management with excellent time management, communication and presentation skills
3 years experience documenting process flows, and expertise in capturing business requirements and documenting technical design

HR Reporting Business Analyst Resume Examples & Samples

Responsible for Human Resource SAP R3 and Business Intelligence Reporting for the AAP (Asia Pacific) region
Facilitates reporting network engagements with AAP (Asia Pacific) customers
Conducts trainings that empower users to learn reporting capabilities
Ensures competency and appropriate use of the system/reports
Monitors Remedy ticketing system for report requests
Liaises with GHRIS Data Quality & Reporting Team in the US for strategic efforts and initiatives like testing and report design
Handles reporting requests from outside the AAP (Asia Pacific) region as needed to accommodate time-sensitive requests or work-load balancing
Supports the data quality initiative by occasionally partnering with Data Quality Business Analysts on selected initiatives
Candidate must possess at least a Bachelor's Degree in Human Resource Management, Psychology, Information Technology or Business related courses
At least 4 years of work related experience
Knowledge of the full range processes of Organizational Management/Personnel Administration transactions is an advantage
Hands-on knowledge of Human Resources SAP R3 and Business Intelligence is preferred
Proven ability to conduct trainings and facilitate discussions
Demonstrated ability to communicate and collaborate across various levels in the organization
Proven ability to identify, analyze and generate data from multiple data sources
Has work initiative and can work independently and with little supervision
Customer focused with excellent communication skills
Strong analytical skills needed to determine best approach for information source and data transformation

Reporting Business Analyst Resume Examples & Samples

Advanced requirement gathering
Advanced knowledge of Reporting tools
Demonstrated experience developing analytics, heuristics translation, display, and dashboards/reports in Tableau, or Birst, and general knowledge of other tools like OBI, Domo, or Cognos
Demonstrated ability to work with Data Warehouse project teams and operational support teams
General Knowledge of Data Warehousing and Data management domains

Reporting Business Analyst Resume Examples & Samples

The Salesforce Reporting Analyst will support the business intelligence needs associated with an enterprise implementation of Salesforce.com. This will require being the primary interface with the business teams for understanding reporting requirements
The analyst in this role will be expected to develop expert knowledge of a set of existing CRM reporting requirements, recommend a logical and effective reporting framework, and subsequently develop those reports and dashboards. An existing set of reports in an existing Salesforce environment must also be considered, to ensure no significant impact to the current business units on the platform
The analyst will be expected to normalize and standardize the reports that exist today and all future development. This is critical to enable a sustainable reporting environment
It is also critical for this resource to be engaged with the development team to plan any new development that could enable more robust reporting, and also design new reporting that would be available with any new functionality being introduced
The role would also be supporting Domo, Tableau, Birst and any upcoming reporting tools that integrate with enterprise level reporting
Functional expert in salesforce.com. Business analyst experience of 5 years minimum
Experience in building reports, dashboards in salesforce.com: minimum of 3 years
Experience in building reports, dashboards in Domo, Tableau, Birst: Preferred
Experience in engaging with requirements discussions with the business leadership team

Lead Scenario Risk Reporting Business Analyst Resume Examples & Samples

Be the CRO IT SME in Regulatory requirements with respect to Scenario Risk Reporting
Manage relationship between key business SMEs, IT PM, Change and Development Team, representing RDP at various project forums and driving the strategic platform in Agile delivery
Escalate deviation from critical path planning to Delivery Leads and where necessary, steering groups, and manage the return back to the required path
Raise awareness of changes in Regulations impacting Scenario Risk measurement or reporting to business SMEs, other IT leads and PM
End to end delivery of book of work within the assigned project(s)/work stream(s) onto a strategic platform including managing other BA's where scaling is necessary to capture Business, Functional & Non Functional requirements
Analysis of complex business requirements and presentation to Architecture to determine solutions (both strategic and interim)
Clear and unambiguous documentation of the more complex requirements, design scenarios and solutions
Close collaboration with technical teams and QA to ensure that requirements are understood and translated into technical specifications and relevant test cases
Supporting user acceptance testing and acting as a single point of contact for all the stakeholders
Maintain awareness of and take local accountability for all activities that impact RDP BoW and present status report to RDP lead on all UAT outcomes, enabling them to take go or no go call on any release

Financial Reporting Business Analyst Resume Examples & Samples

Learn core system capabilities
Co-ordinating regulatory deliverables for committees such as UK Asset & Liability Committee (ALCO) & CGML Board meetings
Interaction with CGML businesses for capital assessment
Capital Optimisation efforts in conjunction with the business
Assisting with implementing a new by desk process for New Co
Completion additionally any other tasks in connection with the role but not detailed in the current job description, charged by the direct manager or the functional head

Swaps Reporting Business Analyst Resume Examples & Samples

Involved in requirements, usability & business process analysis and formulating functional / non-functional specification documentations in close working with users and engineering teams
Incorporates understanding of the regulation and business architecture into own work
Supports UAT (user acceptance testing), defining testing requirements including test plans, test cases, test-data and review of interface testing between different applications. Works with engineers to resolve functional issues arising from UAT
Creates and modifies business facing documentation (e.g. user manuals, solution briefs, functional summaries)
Works with engineers, trouble shooting and resolving reported bugs/i ssues on applications
Works on data discovery, sourcing, modelling and analytics to support creation of data flows and models
Creates models and reports providing interpretation and insight into business data and processes
Develops hypotheses to explain why process, functional and data issues have occurred or are likely to occur
Communicates business process improvement through application of detailed analytics, pattern and root cause analysis. Leverages visualisation techniques
Experience in IT change projects and a project/programme environment
Experience working with business requirements through to system level Functional Specifications
Experience in a financial domain (capital markets, transaction banking, wealth management) and/or related support functions
Experience creating product backlogs and supporting sprint planning
Good analytical and problem solving experience and ability to provide insights and solutions
Organised and ability to commit and prioritise work duties and tasks
Excellent communication and documentation/presentation skills
Self-motivated with ability to work in virtual teams and matrix/global organisations demonstrating collaboration and sharing capabilities
Knowledge of MS Office products

Senior Financial Reporting Business Analyst Resume Examples & Samples

Prepare system requitement specification for daily, weekly, monthly & quarterly regulatory report templates
Prepare report mapping logics and rules set up in new system implementation projects
Produce user acceptance test cases and participate in user tests of the new system
Ensure standard way of implementation of the global systems in the various countries
Identify system implementation efficiency improvement possibilities
Ongoing review and development of current processes to increase efficiency
Prior experience in a regulatory reporting role is an advantage
4 years of experience in one of the following areas: accounting, Financial reportiong, Risk reporting, Business Analyst
Advanced MS Excel knowledge
Knowledge of an additional EMEA language is an advantage
Strong planning & organisational skills
Should be creative, proactive and flexible
University / College degree in finance / accounting

IT Regulatory Reporting Business Analyst Resume Examples & Samples

Perform data analysis by accessing the data using queries or reporting tools , including mapping the business functions to the data and data model, data reconciliations, gap analysis
Support production enquirer to provide level3 support. Identify & Analyze continues improvements and mandatory regulatory changes(MRC)
Develop functional/technical requirements and obtain timely sign-off by all respective parties
Collaborate with Finance Change and Regulatory teams with a strong knowledge of financial products with reporting/analytical skills
Work closely IT teams throughout the various phases of the project
Academic qualifications: College degree

Mortgage Banking Reporting Business Analyst Resume Examples & Samples

Develop, test and implement daily, weekly, monthly, and ad hoc reports that enable data driven business decisions
Lead report specific project activities including prioritizing, developing schedules, determining resources, preparing plans, data and documentation, and resolving issues
Coach and mentor less seasoned analysts in developing reporting solutions and in implementing requirements into reports
Bachelor's degree or equivalent preferred
Background in SQL, SAS Base SAS, SSRS, SAS/Graph, and Oracle environments is required (use of tools like TOAD & SQL plus)
Demonstrated intermediate proficiency in SQL/SSRS coding

Payroll Testing / Reporting Business Analyst Resume Examples & Samples

To support production and delivery of recurring Payroll Reporting products and new projects as they arise
To develop, implement and continuously improve and automate payroll reporting deliverables and analytics
To contribute to the success of team through technical/work direction and/or problem resolution
To identify opportunities to reuse, repurpose and leverage existing application code and products
To conduct exploratory data analysis, design and develop data display methods, and present results to highlight trends
To work with payroll team to design data management solutions based on client and project needs
To synthesize and analyze information into summary reports as part of overall project requirements
To provide spreadsheet expertise for reporting and statistical analysis purposes
To establish a relationship with external reporting areas and provide required information on an annual basis
Coordinate efforts with internal/external stakeholders to interpret and translate business requirements into functional specifications for system change requests. Act as the liaison to HR Technology during development, programming and testing of stakeholder requirements
Coordinate testing needs between multiple projects with appropriate Business Analysts within HRSD. Ensure all projects for NA Payroll have appropriate resources in order to meet deadlines
Create a standard of requirements for testing of projects, ensure all requirements and test cases are maintained in Application Lifecycle Management, organize appropriate areas needed to participate in testing and ensure all ALM test standards have been met during each project
As projects come to a close, ensure all SOPs are updated with changes or create new ones as required; train appropriate staff to ensure a smooth transition for handing over to BAU
Provide subject matter expertise for research and analysis activities into PeopleSoft delivered functionality and JPMC custom processes; recommend and implement approved long and short-term course of actions for best practices
Strong Project Management Skills
5+ years Multi-State Payroll experience
5+ years Integrated Payroll System experience
US Payroll knowledge required
PeopleSoft experience preferred
Experience preferred in SQL or Business Objects
Knowledge of PeopleSoft Query and Crystal Reporting Tools
Excellent data manipulation skills
Expert in the use of reporting tools (especially Access and Excel) for data manipulation, data presentation, data storage, and automated tool development
Strong analytical/technical/problem solving skills; detects and prevents errors
Requires ability to follow through and resolve outstanding issues
Ability to multitask and meet multiple deadlines in a fast-paced environment with changing and competing initiatives
Ability to quickly absorb product knowledge, process information; apply appropriately to meet client's needs
Interpersonal skills and relationship-building, strong client focus
Developed written and verbal communication skills to effectively communicate with all levels of management
Flexibility, creativity, and resourcefulness

Reporting Business Analyst Resume Examples & Samples

Conduct and manage outcomes of various studies that include analyzing, reviewing, forecasting, trending and presenting information for operational and business planning
Support short and long term operational / strategic business activities by developing, enhancing and maintaining operational information and models
Reviews the work of others
Serves as a leader / mentor
Performs complex conceptual analyses
Authorizes deviations from standards
Demonstrate and apply understanding of UnitedHealth Group's business (e.g., specific business capabilities, functions, processes and business cycles)
Demonstrate and apply understanding of health care industry trends and their drivers
Demonstrate and apply knowledge of technology industry trends and tools
Demonstrate and apply understanding of applicable regulations (e.g., HIPAA, SOX) and UHG policies / standards (e.g., RSA, security)
Maintain awareness of best practices / approaches related to the business analysis discipline (e.g., Business Analysis Body of Knowledge)
Maintain awareness of best practices / approaches related to quality and productivity (e.g., process improvement, DMAIC, Lean)
Participate in the definition of project roles to drive the gathering of detailed business, functional and non-functional requirements
Identify applicable technical and business stakeholders, using appropriate Stakeholder Analysis tools / approaches (e.g., RACI, SIPOC)
Define the approach and effort required for defining business requirements (i.e., business, functional and non-functional)
Define and update the project schedule to track / measure progress of the requirements-gathering process (e.g., status, milestones, tasks, deliverables)
Define approach for storing and updating business requirements (e.g., SharePoint, ADR, Rally, Quality Center)
Adhere to established project lifecycle standards / requirements (e.g., SDLC, UDP, RSA, ADR requirements)
Collaborate with business and technical stakeholders (e.g., business owners, process owners, domain experts) to identify specific business requirements
Conduct current state analysis to gather current business, functional and non-functional requirements and constraints (i.e., "as-is" state)
Document future state using appropriate tools / processes (e.g., "to-be" process maps)
Gather information needed for the definition of requirements (e.g., business use cases, user stories)
Facilitate all needed requirements-gathering activities (e.g., meetings, workshops, JAD sessions)
Develop business context diagrams (e.g., business data flows, process flows) to analyze / confirm the definition of project requirements
Define desired future state requirements based on input from all applicable stakeholders
Identify the business impact of system / application changes, using appropriate tools as needed (e.g., impact analysis, FMEA, risk analysis)
Identify capability gaps between current state and desired state (e.g., system capacity, emerging technologies)
Ensure adherence to enterprise standards for gathering and documenting project requirements (e.g., RSA, UDP, applicable templates)
Collaborate with technology stakeholders (e.g., System Analysts, architects) to communicate business and technical requirements
Collaborate with project team members to create detailed requirements documents (e.g., PRDs, Requirements Specifications, assumptions and constraints, VFQs, user stories)
Ensure that project requirements are clearly and comprehensively documented, understood and support traceability (e.g., peer review, SMART, requirements traceability matrix, Agile inspection)
Ensure that project requirements meet all applicable regulations (e.g., HIPAA, SOX, ARRA, DOI, audit requirements)
Communicate ongoing updates to all stakeholders to ensure understanding of and alignment with project status / changes
Manage / update requirements documents as needed throughout the design / development process (e.g., document revisions, change requests)
Perform reviews with all stakeholders to obtain approval / sign-off of project requirements documents (e.g., walkthroughs)
Support, contribute to and/or facilitate the identification / prioritization of business / process solutions (e.g., analysis tools, solutioning discussions, solution selection matrix, IET, use case development)
Participate in reviews of conceptual designs and provide appropriate guidance / consulting to help ensure that they satisfy all documented requirements (i.e., business, functional and non – functional)
Partner with applicable stakeholders to identify the operational impact of changes within defined solutions (e.g., changes to policies / processes / procedures, compliance with applicable legal / regulatory requirements, additional requirements)
Seek opportunities to improve operating efficiencies / effectiveness (e.g., downstream impacts, role / responsibility realignment, enhanced business value)
Identify opportunities to engage external resources to provide solutions, and contribute to the development of supporting documentation to facilitate appropriate vendor identification and selection (e.g., Requests For Proposals [RFPs], Requests For Information [RFIs], Statements of Work [SOWs], contractual obligations)
Support ongoing operations / maintenance / enhancement of existing solutions, in partnership with applicable stakeholders (e.g., IT, business owners / partners, vendors)
Develop and implement plans for piloting and staging solutions, and manage stakeholder expectations, as applicable
Analyze and balance risk / reward considerations for identified solutions (e.g., options analysis)
Ensure that all stakeholders are fully informed of new / updated solutions, and identify/escalate any issues communicated by stakeholders
Support ongoing monitoring and adjustment of project scope / timelines / dependencies
Develop and/or contribute to training programs to support implementation of the solution
Ensure that identified solutions meet business requirements for all applicable stakeholders (e.g., traceability)
Identify and/or establish appropriate testing metrics / targets to validate that business requirements are being met (e.g., performance metrics, process deliverables, traceability, business value)
Conduct and/or support testing activities, as appropriate (e.g., production testing, regression testing, user acceptance testing, production validation, compliance with test scenarios)
Plan/execute user testing scenarios / scripts and prepare test data
Translate problems / issues identified during the testing / piloting process, and engage the appropriate stakeholders (e.g., business, IT) to help identify impact and potential solutions
Validate usability of technical solutions prior to deployment
Participate in creation of implementation plans for identified solutions (e.g., warranty period support)
Provide ongoing support to ensure proper implementation and adoption of the solution (e.g., post-deployment support, definition / monitoring of control plans)
Adhere to established systems development standards / requirements (e.g., SDLC, UDP, RSA, ADR requirements)
Bachelor’s degree or HS Diploma with 5 years of experience
5+ years of experience in gathering requirements, developing reports and analyzing data
Knowledge of CMS risk adjustment model
Great organizational skills
Ability to multi - task
Ability to manage / coordinate projects on a case by case basis
SAS experience
Intermediate level of proficiency with Excel, Access And Tableau and running database queries
Risk Adjustment, health plan or medical group experience

Client Reporting Business Analyst Resume Examples & Samples

Ability and willingness to learn new tools/skills crucial to success in this role and within Citi Private Bank
Bachelor’s degree a minimum
The role is in the Client Reporting space so knowledge of client financial reporting (investment holdings, activity, gain/loss, etc.) as well as data knowledge is critical
Must be able to compose and deliver business documents such as business cases, business requirements, project plans, executive summaries, governance reports, etc
Demonstrate success in managing multiple deliverables concurrently often within aggressive timeframes; ability to cope under time pressure. Detail-orientated with strong organizational and project management skills
Strong written and verbal communication skills - will have interaction with senior technology and business managers
Strong analytical and strategic background in the financial services industry with some operational experience
Demonstrated capabilities in quantitative and data analysis (e.g., Excel, MS Access, Business Objects)
Experience in partnering with a diverse team composed of staff and consultants located in multiple locations and time zones
Proven ability to build consensus across multiple stakeholder groups through partnership
Strong relationship management skills to build enduring and productive alliances across matrix organizations
Financial services experience with experience in banking
Proven knowledge of SDLC, Agile development and PMO methodologies
Working with subject matter experts, owning documentation of Key Business Requirements and high level functional technology specifications
Expertise within the financial services industry with investment product knowledge

Regulatory Reporting Business Analyst Resume Examples & Samples

Project management skills and interest for process reengineering [Nice to have skill]
Technical tools for functional investigation - (advanced excel / SQL query) [Nice to have skill]
Minimum 5 years’ experience in Banking
Knowledge of Accounting Systems (ERP systems like SAP, General Ledger Sourcing)

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