Reporting Consultant Resume Samples

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M West

Marlon

West

8501 Theron Skyway

Boston

+1 (555) 211 2160

8501 Theron Skyway

Boston

Phone

p +1 (555) 211 2160

Experience Experience

Dallas, TX

Reporting Consultant

Dallas, TX

Hartmann and Sons

Dallas, TX

Reporting Consultant

Report automation – for existing and new reports, reduce report creation time and manual intervention and increase data accuracy through SQL and excel automation or the introduction of new reporting delivery methods and tools. Automation effort includes all reporting delivered by Reporting and Analytics group as well as other PCF head office teams
Research company wide and industry best practices / tools / systems for reporting and data analysis; provide recommendations to Director, Reporting and Analytics and senior leadership team on adoption of new reporting approaches
May have overall responsibility for customer testing and integration of BT Global Services products, ensuring customer's service is configured and commissioned to meet the customer and BT's acceptance standards, and meets necessary regulator
Helping to develop process improvements that will facilitate knowledge transfer to others
Developing test scenarios, creating the necessary data to execute the test scenarios, exercising the test scenarios, and confirming the results
Working with unique client data sources to create mapping and conversion for importing data into the Client's application
Writing SQL to analyze data, research potential issues, manipulate data, generate reports, extracts, and processing related queries used in system configuration

Detroit, MI

Regulatory Reporting Consultant

Detroit, MI

Hudson, Terry and Rowe

Detroit, MI

Regulatory Reporting Consultant

Ad hoc projects and reporting, as requested, including participation in the regulatory reporting automation project
Working knowledge of bank regulatory reporting tools, including but not limited to Axiom
Provide on-going advice and training on regulatory reporting issues to all levels and areas
Oversee and monitor the regulatory exam schedule and statuses, and maintain information in a centralized database for tracking and reporting
Past participation in a Federal Reserve Bank exam, either as an examiner or while working for a bank or bank-holding company
Exercising sound judgment to meet position responsibilities
Preparation of financial statements for a bank or bank-holding company

present

Boston, MA

Senior Reporting Consultant

Boston, MA

Vandervort and Sons

present

Boston, MA

Senior Reporting Consultant

present

Works independently, provides highly complex data analysis and complex data analysis and trending and provides recommendations to Management
Provide highly complex data analysis and trending and provide observations and recommendation for review by senior management
Oversee development and maintenance of KPIs, KRIs and standard reports to assist Compliance senior management in managing compliance risk
Manage a portfolio of clients and work to develop a reporting strategy and recommend best practices
Runs highly complex and hoc reports on schedule and provides data analysis prior to delivery to senior management
Direct preparation of ad-hoc reports upon request form Compliance senior management and local compliance officers
Oversee programs and projects on behalf of Compliance senior management to include MIS systems and other strategic initiatives

Education Education

Bachelor’s Degree in Accounting

Illinois State University

Bachelor’s Degree in Accounting

Skills Skills

High level of computer skills including Microsoft Office with strong Excel proficiency
Reviewing a client's configuration and use of the application and determining ways to improve performance, usability and support ability
Strong Microsoft Office knowledge
Team player with a highly professional demeanor
Strong analytical and decision-making skills
Excellent written and verbal communication skills
Technical knowledge of operations, reporting formats, and objectives of data analysis
Good communication skills
Any experience with reporting tools such as Tableau would be
Excellent communication and presentation skills

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Client Reporting Consultant / Trainer Resume Examples & Samples

Collects and analyzes information; interviews subject matter experts (SMEs), observes operations and uses knowledge of business systems and processes to develop solutions to specific problems
Reviews operational procedures and methods; maps current business processes; defines and analyzes business activities; conducts benchmarking activities to identify best practices; and recommends changes for improvement
Tracks and collects performance and status information for development of reports and planning processes
Defines project scope and objectives through research and data gathering using a demonstrated understanding of operations, systems and industry requirements
Prepares project proposals and project plans
Develops an understanding of the business case behind all projects, including the motivating factors for all stakeholders
Identifies and recommends vendors and assists with all activities to manage and leverage the partnership with the vendor throughout the life cycle of the project
Develops and maintains project schedules, prioritizes projects tasks and collaborates with other business units
Serves as a functional subject matter expert (SME), provides internal consulting services to assigned functional area(s); coordinates activities with other functional areas and facilitates the implementation of cross-functional business system modules, models and/or enhancements
Defines methodologies, procedures and methods to establish and maintain information contained in computer systems
Consults with users to identify, analyze, refine and document business requirements
May serve as a liaison between client business units and technical business units by analyzing business and user needs; defining requirements; and representing the user in the design, development, validation and implementation of appropriate technology solutions
Assists in identifying requirements for each phase of testing and develops test plans and scripts, as required
May serve a dual role as the point of contact for both business users and technical staff to discuss and clarify the interpretation of business requirements to technical specifications
Partners with technical business units in the research, analysis and resolution of system and process problems
Locates, gathers and analyzes information on potential solutions and best practices and evaluates the potential benefits to the organization
Works collaboratively with Client Reporting team members, as well as external departments or resources to determine the most effective learning solution to drive improvement; makes recommendations on instructional and development resources, technologies, and multimedia hardware/software to support learning and development
Assists with the development and implementation of training aids, training plans, and Client Reporting training roadmap
Create & facilitate training solutions for internal users as well as Financial Advisers
Train the trainer. Partner with key departmental personnel (Subject matter experts) to enhance their ability to deliver targeted training modules
Assists in planning and implementing change initiatives
Prepares and delivers written and oral presentations to project stakeholders
Experience working full cradle to grave projects including requirements gathering, documentation, testing, implementation and end user training
Knowledge of client reporting systems preferred (MorningStar, Black Diamond, Advent, etc.)
Functional, operational and technical requirements of all systems used by assigned functional area(s)
Concepts of risk management, issue tracking, change management and requirements gathering
Information technology support and technical documentation
Principles of banking and finance and securities industry operations
Business planning and analysis
Clarifying system interface requirements and relationships
Creating and interpreting process maps and flowcharts
Interpreting client input, clarifying issues and developing solutions
Conducting business process and systems, feasibility and cost justification analyses
Preparing various reports, summaries, surveys and written recommendations
Project planning and reporting and coordinating project activities across organizational lines
Preparing and delivering written and oral presentations
Operating standard office equipment and using required software applications
Facilitate information gathering sessions ensuring that all viewpoints, ideas and problems are included in the project specifications
Incorporate needs, wants and goals from different business unit perspectives into project specifications
Solve complex problems and model the business and financial impact of proposed scenarios
Ensure that all project activities have a focus on quality and conform to identified best practices
Perceive information, linkages and trends and acquire and apply knowledge to assignments
Resolve complex analytical challenges, independently analyze information; and make recommendations based on analysis
Read, comprehend and apply technical information
Use collaborative skills in using a team approach to accomplishing work
Organize and prioritize multiple tasks and meet deadlines
Establish and maintain effective working relationships at all levels of the organization, including negotiating resources
Incite enthusiasm and influence and motivate individuals and groups without organizational authority
Communicate effectively, both orally and in writing
Provide a high level of customer service
Communicate effectively, both orally and in writing, with all organizational levels
Bachelor's Degree in the specific business function of assigned functional area or related field and a minimum of one (1) year of experience in defining and documenting business and technical requirements and processes, systems analysis, business process modeling, representing stakeholders on project teams and problem solving with large, complex cross-functional systems and processes
Experience in Instructional Design highly preferred
Previous training creation, implementation and delivery preferred

Analytics & Reporting Consultant Resume Examples & Samples

Reporting and Analysis 55%
Research and Analytics 20%
Tools and Communication 25%
5 - 7 years of experience in Financial Services required with strong understanding of the investment industry, financial markets, as well as the issues afftecting Information Technology from a risk standpoint
Solid experience in Corporate Communications, working across multiple markets and/or channels; strong experience in brand and reputation management
Ability to translate key strategic business or risk issues into messaging that resonates with varying levels of management and staff
Able to operate in a fast-paced environment with flexibility
Highly collaborative individual, demonstrating enthusiasm, self-motivation and ability to engage in high level dialogue with senior executives
Outstanding organizational, written, and verbal communication skills, including strong Power Point, presentation skills and Excel macro level coding experience
BS/BA nice to have

HR Metrics & Reporting Consultant Resume Examples & Samples

7+ years of work experience with Technical expertise in Reporting and Data Extraction
Knowledge and experience in database concepts, data extraction and advanced analytics
Advanced analytical and resourceful problem solving skills
Advanced proficiency with MS-Excel, MS- Access and other similar spreadsheet and database programs

Financial Technical Reporting Consultant Resume Examples & Samples

Comprehensive knowledge of all Microsoft Office applications, including advanced level experience with Excel and Access
Demonstrated experience with SQL queries
Bachelor's degree (technical or financial) or a related experience
Prior experience with report automation tools, preferably Qlikview and Tableau
Experience with Visual Basic Programming

Raiu Reporting Consultant Resume Examples & Samples

2-3 years’ experience in an accounting or finance role
Comprehensive knowledge of Microsoft Word, Excel, PowerPoint
Previous high level management/consulting experience

SIU Reporting Consultant Resume Examples & Samples

Cost Analysis experience
Experience evaluating fraud risk
Comprehensive knowledge of Microsoft Word, Excel, Access, and PowerPoint
Master’s Degree in Business, Finance or related fields
CPA designation preferred

Team Lead Global Finance Asset Management Client Reporting Consultant & Data Management Resume Examples & Samples

Oversight of the process, making sure all requests are completed with highest accuracy and timeliness
Manage and lead the team; guide and encourage team members to do their work effectively
Update & Review Consultant Database with performance, assets, personnel, characteristics and other information of various JPMAM funds and strategies to support consultant sales team
Respond to consultants for customized requests regarding clients / strategy performance, key statistics, holdings, benchmark, etc
Add products to consultant databases when requested, liaising with product team to gather required information
Assisting other team members with various tasks, including reviews of the tasks completed
Completing various ad-hocs, Schedule C requests and other tasks as assigned
Ensuring reports are prepared on a timely basis with the highest level of quality through various processes
Assisting the team in maintaining existing reporting procedures, tools and workflows necessary to facilitate the process
Maintaining a high level of competency when reviewing data and reports, and quickly identifying both data and format issues
Ability to communicate in a clear, concise and efficient manner with multiple teams
Support all aspects of maintenance and improvement of the Reporting processes, including opportunities to build efficiency and enhanced control measures
Graduate with 6+ years of experience in financial / client service industry
Able to manage a team, encourage, guide and assist the team members to do their assigned tasks effectively
Strong workflow management skill, able to handle high volumes
Strong communication skills and ability to multi-task
Attention to detail, creative and flexible
Self starter, able to prioritize key tasks effectively
Ability to simultaneously manage competing priorities, including immediate, short-term
Strong Microsoft office skills (Word, Excel, Powerpoint)
Good working knowledge in Adobe

Compliance Reporting Consultant Resume Examples & Samples

Excellent MS Access skills, to include tables, queries, forms and VBA
Proficient knowledge of SQL
Excellent process and organizational skills
Six Sigma Black/Green Belt Certification

Special Investigations Reporting Consultant Resume Examples & Samples

Strong computer skills including MS Office applications (Word, Excel, PowerPoint, Access, SQL)
Ability to present/navigate data to non-technical individuals
5 or more years of experience reporting
Progressive Quality, Process Improvement or Re-engineering experience
In depth knowledge of Microsoft SQL or other data driven program applications

Reporting Consultant Resume Examples & Samples

Report automation – for existing and new reports, reduce report creation time and manual intervention and increase data accuracy through SQL and excel automation or the introduction of new reporting delivery methods and tools. Automation effort includes all reporting delivered by Reporting and Analytics group as well as other PCF head office teams
Research company wide and industry best practices / tools / systems for reporting and data analysis; provide recommendations to Director, Reporting and Analytics and senior leadership team on adoption of new reporting approaches
Recommend options to reduce/streamline existing reporting with the objective of reducing work effort while simultaneously delivering more impactful and actionable data
Participate in the gathering of business requirements for changes to existing reports and creation of new reports Assure integrity of data; develop thorough documentation for all reporting created
Develop and/or deliver ongoing business reporting for PCF senior leadership team and business partners; provide ad hoc reporting and analysis as required
Represent the team on business projects as appropriate

Regulatory Reporting Consultant Resume Examples & Samples

Strong relationship management, analytical, problem solving, financial management and presentation skills
Good business planning skills
Experience in one or more relevant technical areas

ICS Data & Reporting Consultant Resume Examples & Samples

Develop a thorough understanding of Humana’s clinical systems and processes
Become an expert on how clinical data supports operations
Evaluate and analyze data to provide insights on clinical processes and outcomes
Advanced SQL experience, skills including the following experience: build and execute queries
Advanced Microsoft Excel & Access experience
Experience with large data sets and/or the analysis of healthcare data
Ability to adapt to a fast changing environment
Strong organizational and multi-tasking skills
Clear written and oral communications skills
Building dashboards using Qlikview

Reporting Consultant Resume Examples & Samples

Provide technical expertise to problem identification and root cause analysis of business requirements on reporting
Develop new reporting and data management solutions and make modifications to existing solutions to ensure consistency with CIBC Learning, Development & Employee Experience processes and practices
Lead the testing and implementation of reporting and data management solutions
Integrate various data fields available in PeopleSoft and the Learning Management System to develop solutions that best address client requirements
Act as a "lead practitioner" in handling non-routine data issues, problems or requests
Provide "informal" leadership, coaching, etc. on routine and non-routine issues for more junior consultants within the specialist area
Perform administrative and coordinative duties of a managerial nature on behalf of the function, including working as an enterprise administrator on myLearning and other learning tools with specific responsibilities for data management, learning object management and managing other key issues related to the functionality of the LMS and how it integrates to the data warehouse and reporting solution
Research, analyze, test and implement reporting and data management tools & methodologies and provide recommended solutions to issues and problems that support learning activities with CIBC Learning, Development & Employee Experience (CLD&EE) Develop and recommend solutions to routine and complex operational problems
Develop, implement and lead reporting test plans that are comprehensive with respect to business requirements, functionality, performance and operating efficiency prior
Conduct User Acceptance Testing on the data management impact for new learning objects and system enhancements. Prepare advanced business requirements and test strategies for User Acceptance Testing. Monitor testing variances to determine if the impact on the project has been accurately assessed. Obtain sign off on testing
Lead the implementation of all reporting solution solutions from a learning technical perspective, ensuring functionality and quality control
Lead operational support for projects after implementation including problem resolution and enhancement identification/recommendations
Identify opportunities for increasing the efficiency of the department's operations
Lead the management and coordination of other production related activities, as defined by the Senior Manager
Act as a backup resource for the Senior Manager on an as-required basis

Marketing Reporting Consultant Resume Examples & Samples

Collaborate with IT, Digital, Service Operations and other technical areas to gain access to needed data and implement reporting capabilities
Demonstrated experience with relational databases, including Access, SQL, Server and Oracle
Healthcare and/or pharmacy industry experience

Hris Metric & Reporting Consultant Resume Examples & Samples

Experience in needs analysis, research, and solutions
Excellent analytical and resourceful problem solving skills
Advanced proficiency with Microsoft Excel formulas, Microsoft Access, and other similar spreadsheet and database programs
Detail-oriented and able to multitask

Management Reporting Consultant Resume Examples & Samples

Bachelors/Master’s degree in business or analytical field
5 to 7 years of work experience in related function e.g. marketing finance, accounting, operations, project management
Efficient at assembling data, structures information and executing rigorous analysis
Ability to make decisions and act with incomplete information and under tight deadlines
Proficiency with MS Office including Excel & PowerPoint, Access is an asset

Marketing Campaign Reporting Consultant Resume Examples & Samples

Strive to improve all aspects of reporting, from the quality of our source data to the accuracy of our final reports
Bachelor’s Degree in Computer Science, Engineering, Marketing or a related field
Experience in a results-oriented marketing and communications environment
Experience with Business Intelligence reporting tools (BusinessObjects, Cognos, Tableau, etc.)
Experience with SAS Enterprise Guide

Dashboard & Reporting Consultant Resume Examples & Samples

Work directly with users to define and create Oracle SQL, mainframe and MS Access reporting solutions
Consult with business stakeholders to identify operation opportunities for cost savings or strategic alignment
Act as a liaison between multiple business partners to identify and resolve problems or any concerns
Ability to present and explain analytic results to business stakeholders. Audience would be dealing with SME in given area
Utilize database tools (PL/SQL Developer, SQL Server, MS Access, and Excel) to extract and manipulate large, complex datasets
Bachelor’s Degree in Computer Science, Information Technology or equivalent combination of education and experience
Effectively translate business requirements into dashboard application script and chart configuration
Design, develop, test, demo and deliver dashboard applications (QlikView preferred)
Troubleshoot and resolve bugs in production dashboards/reports as identified by you and/or business teams
Write and optimize queries in SQL (Oracle, DB2 preferred)
Effectively communicate results of statistical analysis to a broad audience
Capable of multi-tasking and prioritizing work
Manage relationships and effectively collaborate with business teams for report requirements, user acceptance testing, and troubleshooting
Bachelor’s Degree in Computer Science, IT or related field highly desired
Comprehensive knowledge of dashboard application software
Knowledge of data modeling particularly star schema design techniques

MRA Reporting Consultant Resume Examples & Samples

Demonstrated understanding of reporting and how to access, compile, and interpret data
Effective presenter and ability to connect at all levels
Comprehensive knowledge of all Microsoft Office applications, Visual Basic, Access and multi-dimensional databases with advanced Excel skills
SQL experience
Coding knowledge, specifically HCC coding
Service Fund knowledge
Carebook knowledge

Sales Reporting Consultant Resume Examples & Samples

2+ years of experience in Reporting, specifically analyzing Sales data
Experience working with large datasets
Familiarity with SQL or a capacity to learn
Microsoft Office/Suite proficient (Excel, Access, etc.)
Familiarity with statistical software
Familiarity with Salesforce reporting

Healthcare Data Reporting Consultant Resume Examples & Samples

Bachelor’s Degree in Finance, Economics, Math/Statistics, Informatics or a related analytical field
Strong database querying and data analysis skills
SAS and/or SQL programming vital
Advanced Microsoft Excel data analysis skills: PivotTables, VLookups, SumIfs, SumProduct, Charts/Graphs, VBA Programming
Knowledge of healthcare or health insurance, specifically Managed Care
Familiarity with financial concepts such as revenue, expenses, costs, etc
Master’s Degree in Business Administration, Finance, Economics, Math, Statistics, Public Health, Informatics or a related field
Familiarity with Medicare Advantage program, risk adjustment, and Accountable Care Organization (ACO) Shared Savings program
Experience with Service Fund system and reporting
Experience creating financial projections, modeling, and algorithms
Some actuarial exams in healthcare track

SIU Reporting Consultant Resume Examples & Samples

Bachelor’s Degree in Business or a related field or relevant 2+ years of experience
Comprehensive knowledge of Microsoft Word, Excel, PowerPoint and Access - ability to create dashboards and reports
Knowledge of claims data and reimbursement
Knowldge of CTI
Accounting background

Metrics & Reporting Consultant Resume Examples & Samples

Think global first, and ensures joined up thinking within the team and with those working immediately outside of the team
Acknowledge different perspectives and works with colleagues across the matrix when making decisions or setting priorities
Ensure commonality of approach, methods and tools and consistency of advice and solutions
Take initiative around own self development and knowledge of Global Change Delivery and Group
Some experience in managing or supporting others to achieve objectives effectively and efficiently preferred
Good experience with data analysis and interpretation
Good verbal and written communication skills and some experience in face-to-face presentation

Basel & Regulatory Reporting Consultant Resume Examples & Samples

Build strong relationships within the organization
Create functional requirements, identify data sources, gather and analyze data sets
Participate in and help lead change management activities associated with the automation of Corporate Finance processes
Partner with management and process owners to align process improvement initiatives with business objectives
Strong Understanding of the Capital Planning process, Risk Weighted Asset calculations
Understanding of Capital Stress Testing
Understanding of Forecast reporting related to the Capital Planning process
Understanding of Moody's RiskAuthority
Ability to successfully engage a team of resources supporting the business in both a project and production support environment
Demonstrated competency and skill with Treasury and Capital Planning

CGX Data & Reporting Consultant Resume Examples & Samples

Communicate and lead strategy discussions to drive innovative solutions for clinical data usage and practices
Work closely with business subject matter experts to understand reporting and data needs
Coordinate with IT for end to end implementation of reporting and data solutions, inclusive of testing and validation
Bachelor’s Degree in Healthcare, Business, or Technology related field
Advanced SQL skills including the use of temp tables, data aggregation, linking multiple source tables, working with star-schema, synonyms and views
CGX, Clinical Datamart or EDW

SEC Reporting Consultant Resume Examples & Samples

Review the accuracy of the Statement of Cash Flows and equity roll-forward schedules including EPS on a quarterly basis
Monitor and ensure timely identification and compliance with evolving accounting guidance, provide US GAAP interpretation and prepare technical memorandums that document issues in a clear, logical and comprehensive manner
Assist in SOX 404 efforts, including documentation of processes and facilitating testing of controls, as required
Assist in managing and document the results of quarterly and annual impairment analyses for goodwill and other intangible assets (ASC 350)

Reporting Consultant Resume Examples & Samples

Build dashboards and management reports for key business and operations stakeholders
Interpret and analyze data using statistical techniques and provide ongoing reports
Identify and define new process improvement opportunities to optimize reporting
Liaise with internal stakeholders (business and IT) to prioritize business and information needs
Report writing and presenting findings
Implement new tools/techniques to optimize and industrialize reporting
Proficient in Excel (creating functions & pivot) and Powerpoint
Oracle SQL and MS Excel VBA
Any experience with reporting tools such as Tableau would be a plus
Data analytics
Someone who is results driven and takes initiative

Carehub Compliance Reporting Consultant Resume Examples & Samples

Develop a thorough understanding of Humana’s clinical systems and processes
Become an expert on how clinical data supports operations
Communicate and lead strategy discussions to drive innovative solutions for clinical data usage and practices
Work closely with business subject matter experts to understand reporting and data needs
Coordinate with IT for end to end implementation of reporting and data solutions, inclusive of testing and validation
Evaluate and analyze data to provide insights on clinical processes and outcomes
SQL experience, skills including the following experience: build and execute queries
Advanced Microsoft Excel & Access experience
Experience with large data sets and/or the analysis of healthcare data
Ability to adapt to a fast changing environment
Clear written and oral communications skills
Experience with clinical compliance business processes and procedures
Delegation and/or provider risk experience
Advanced SQL skills including the use of temp tables, data aggregation, linking multiple source tables, working with star-schema, synonyms and views
CGX, Clinical Datamart or EDW

Client Reporting Consultant Resume Examples & Samples

Exceptional understanding of Excel, PL/SQL and SQL Server
Proven analytical, technical and project management skills
Knowledge of data relationships and table structures
Exposure to Humana's EDW
Experience creating reports that drive Humana Strategy
Experience testing new data sources and reports

Global Support Data & Reporting Consultant Resume Examples & Samples

Prior experience working with SQL
SQL, ability to build code to query databases
Ability to analyze large amounts of data
Ability to perform root cause analysis
Advanced Knowledge of Microsoft Office Applications – Excel & Access
Experience with TOAD & PL/SQL
Prior experience working with one or more of the following: Python or Powershell
Experience with developing reports in SSRS or Qlikview is a plus
Previous experience with designing and developing ETL processes *
Prior experience in a healthcare / insurance industry
Working knowledge of Metavance and Claim Administration System (CAS) systems
Bachelor’s Degree in IT/Computer Science

Interim SEC Reporting Consultant Resume Examples & Samples

Reporting to the SEC Reporting Manager, responsible for supporting the timely and accurate preparation and filing of the Company's SEC reports (10Qs, 10Ks, and 8Ks) and Earnings Releases in compliance with all SEC requirements, US GAAP, and Company policies and procedures
Participate in developing and interpreting financial accounting policies and SEC requirements; analyze and provide technical interpretation of accounting changes
This position will also be required to research and monitor financial data and work directly with contacts in Controllers and other business units within the Company to ensure reported data integrity
Research and drive the timely resolution of complex accounting matters
Aid in the preparation of press release tables and other SEC documents
Review new contracts to ensure proper treatment of accounting matters
Provide accounting oversight and guidance on an as needed basis throughout the company

Technology Reporting Consultant Resume Examples & Samples

Experience with Microsoft SQL Server, specifically SSIS and SSAS
Strong relational database knowledge including building a stable, well documented, and governed data mart
Excellent communication skills, both written and verbal and the ability to teach others technical skills as they related to our SQL Server environment
SDLC experience, specifically requirements gathering and user acceptance testing
SAS Enterprise Guide and/or SQL Server 2012 or newer
Experience with BI Tools such SSAS, SSRS, Qlikview, or Tableau

Reinsurance Financial Reporting Consultant Resume Examples & Samples

Ensure departmental adherence to corporate guidelines, performance standards and all applicable laws and regulations
Build reconciliation systems, migrating data to a single platform and aligning Humana’s internal reporting with the Enterprise Data Warehouse
Monitor and control monthly, quarterly, and annual accounting and reporting processes for MCII, Humana’s captive insurer
Prior insurance industry accounting and reporting experience
Comprehensive knowledge of all Microsoft Office
Public Accounting experience

Federal Financial Reporting Consultant Resume Examples & Samples

Must be able to obtain and maintain the required TS/SCI clearance for this role
2-6 years' experience with internal controls, controls testing, A-136, A-123, business process transformation, audit, audit readiness
Auditor interactions

Senior Reporting Consultant Resume Examples & Samples

Lead compilation of reporting and communications for Compliance senior management to deliver to Board-level committees and other Discover Committees, with inputs from various lines of business
Facilitate Compliance reporting requirements on behalf of the Compliance function
Oversee development and maintenance of KPIs, KRIs and standard reports to assist Compliance senior management in managing compliance risk
Oversee programs and projects on behalf of Compliance senior management to include MIS systems and other strategic initiatives
Direct preparation of ad-hoc reports upon request form Compliance senior management and local compliance officers
Lead Compliance MIS strategy, including (but not limited to) the reporting framework, which develops and maintains US compliance reporting standards, templates, processes and management information systems
Establish direct reporting and analysis to support the execution of compliance risk management and oversight. This will include providing information to enable first lines of defense to proactively monitor and assess compliance risk, compliance performance, emerging compliance risks, and the design and operational effectiveness of the Compliance Risk Program
Bachelors degree in Business, Economics, English or other similar disciplines
10+ years experience in the financial services industry
5+ years experience preparing and developing Board materials and reporting packages
Previous experience with developing Key Risk Indicators program
Strong written and verbal communication skills, particularly at the executive-level
The ability to manage and organize deliverable against multiple competing deadlines
Advanced degrees (Masters) a plus
Professional certification (CRCM, CIA, CPA, etc.) preferred but not required
Experience in developing and implementing technology infrastructure for compliance or risk management departments
AML/BSA experience a plus

JD Edwards Enterpriseone Reporting Consultant Resume Examples & Samples

A four year degree in computer science, engineering, mathematics, or physical sciences or equivalent relevant work experience
Demonstrated experience in the technical implementation of the JDE E1 application and experience in report design and creation using the JDE E1 business accounting software
Business analyst level understanding of a wide range of processes, particularly cash management, accounts receivable, accounts payable, and financial reporting
Ability to effectively communicate with technical and accounting staff
Experience in project and time management and ability to meet deadlines
Implementation experience with the financial components of JDE Enterprise One
Experience in report design and creation in JDE E1 accounting system
Oracle application server experience
JDE on AIX
Oracle 11g database experience
Legacy data interfaces and data integration experience

SEC Reporting Consultant Resume Examples & Samples

Remain current with new accounting technical standards that impact financial reporting
Manage and ensure the appropriate level of support for annual external and internal audits
Coordinate the Company’s financial reporting obligations and overall compliance with GAAP and the Company’s accounting policies
Strong organizational skills and detail-oriented

Basel Reporting Consultant Resume Examples & Samples

7+ years industry / functional experience
Excel / reporting experience
SQL or programming experience
Process improvement within a production environment

Care Delivery Data & Reporting Consultant Resume Examples & Samples

Bachelor’s Degree in business or a related field
Ability to put context around data and identify both problems and their solutions
Ability to manage and prioritize diverse and complex projects
Ability to create and maintain relational database tables that drive the performance of the entire team
SQL/SAS Certification

Regulatory Reporting Consultant Resume Examples & Samples

The preferred candidate will be preparing regulatory reports to ensure timely preparation and filing of various financial regulatory reports
Produce organized work papers and recommend procedural changes / process improvement opportunities to streamline processes, enhance accuracy, completeness and timeliness of the reporting process
Prepare and maintain current, accurate, and detail standalone desktop procedures in a standard that meet the regulatory standard
Participate in the research and implementation of new and revised regulatory reporting requirements, as well as the evaluation of regulatory requirements for new products/transactions
Communicate the reporting and data needs to business partners

Regulatory Reporting Consultant Resume Examples & Samples

Preparation of assigned financial regulatory reports. Conduct investigations of errors and variance analysis independently
Recommend procedural changes to address problems and to ensure accuracy, completeness and timeliness of reporting
Independently research and analyze regulatory pronouncements, reporting requirements and other accounting documents
Review and analyze financial publications and regulatory pronouncements and rules to stay abreast of changes
Present analysis and recommendations to management
Prepare in-depth analysis of impact on regulatory reports due to regulatory/policy changes/new products
Participate in the development and implementation of regulatory/accounting changes
Provide professional technical guidance to Senior Management with regard to interpretation and analysis of regulatory or policy changes
Maintain knowledge of ongoing external trends in the financial area
Provide on-going advice and training on regulatory reporting issues to all levels and areas
Ensure regulatory reporting requirements are clearly communicated to the business units providing source data for the reports
Respond to internal/external inquiries regarding financial data reported or filed. Provide lead guidance to other staff members

Reporting Consultant Resume Examples & Samples

Comprehensive and concis
Researched (A folder of documents substantiating the information mentioned in the report should be prepared)
Revised final version of the progress or final report, briefs from donor, other documents (as the case might be) incorporating comments/queries during Quality Assurance process of the Regional Office and Headquarters
Strong background and understanding of RBM based reporting
Knowledge and understanding of the social, cultural and political context of Afghanistan and womens rights situation and work in the country will be an asset

Finance Management Reporting Consultant Resume Examples & Samples

Provide timely, accurate, consistent, and complete financial information to operating units and sector management for assistance in making sound business decisions
Identify and help lead process improvements, methods and activities to improve organizational efficiency and effectiveness and generate white space. Improve overall business information delivery
Analyze large amounts of financial information to ensure data integrity, provide insights, recommendations and lead collaborative efforts with other GBS teams to resolve issues found on behalf of the customers Global Business Services supports
Support sector ad-hoc analyses as requested. Identify and implement reporting and analysis best practices to drive enterprise efficiency
Demonstrate a commitment to quality performance through personal example by adopting a customer-based philosophy in the level of service provided
Contribute to an environment in which all team members are respected regardless of their individual differences and are motivated to improve both their individual and team contributions to achieve desired business results
Communicate fully with superiors, subordinates, and others who have need to know. Be informative without being obtrusive or vexatious. Communicate in a way that is timely, yet prompt; complete, yet concise; and clear, yet responsive
Foster collaboration and leverage diverse ideas from all the Business Analysis teams and support change that lasts (institutionalized), allowing differences only where they create unique value
Bachelor’s degree (prefer finance or accounting)
A high degree of computer proficiency (specifically EXCEL, SAP, BI)
2-4 years prior experience in finance or cost accounting
Self-motivated, yet able to effectively collaborate up and down the organization
Must possess a highly analytical mindset and be able to deal effectively in ambiguous situations where the answer is not always defined
High degree of organization and ability to multi-task
Customer service oriented and thorough
Knowledge of cost accounting principles
Graduate degree and / or additional professional certifications
Familiarity with Kimberly-Clark’s financial systems and or manufacturing cost accounting
Lean initiative experience; ability to identify best practices and lead process improvement projects
ANAPLAN experience

Metrics & Reporting Consultant Resume Examples & Samples

Develop and maintain business intelligence solutions, including SQL databases, data cubes, and data warehousing using Qlikview
Collaborate with Oracle IT and users to design, implement, support and enhance analytical data repository
Support period-end close activities, financial reporting, business review, variance analysis actuals vs. forecast
Assists business in determining reporting needs based on business requirements
Maintains data, controls views and outputs and makes updates as needed
Creates and maintains both routine and ad-hoc reports
Proactively analyzes trends, causes and variances
Develops database logic to extract required information for reporting
Invents new processes to achieve key strategic business objectives

Federal Financial Reporting Consultant Resume Examples & Samples

Support the client with developing and implementing auditability strategy
Analysis on financial data to help determine and prioritize remediation activity
Perform verification and validation testing by testing internal control design and effectiveness
Assessing entity level controls
Limited testing of financial statement balances
Support with FMFIA compliance
Synthesize MS Excel based data to identify trends, and develop reports recommending corrective action to mitigate noted risks
Bachelor's and/or Master's degree in Accounting or related discipline
Federal financial statement audit or audit readiness
Federal financial management
Internal control over financial reporting
FMFIA compliance support
IPERIA compliance
CGFM, CDFM, CFE
Understanding of the USSGL

SEC & Financial Reporting Consultant Resume Examples & Samples

Assists the SEC Reporting Manager with the drafting of all financial filings (e.g., 10-K, 10-Q, 11-K and 1934 Act Registration Statements, etc.)
Maintain meticulous records and files to support the Company’s SEC filings
Coordinate the Quarterly financial press release and SEC filing calendar, and communicate the timelines to the appropriate team members
Assist the SEC Reporting Manager with Disclosure Committee coordination and related tasks
Prepares and files internal and external financial reports in a timely fashion
Prepares and reviews monthly consolidating financial statements and review to determine proper elimination of intercompany balances and transactions
Assist SEC Reporting Manager with documentation of new accounting policies and documentation of significant, nonroutine accounting transactions
Implement and maintain procedures to ensure timely accumulation of information necessary for financial reporting functions
Ensures the accuracy and completeness of the Company’s internal financial reporting system
Assists the SEC reporting Manager with the preparation of the quarterly financial press release
Maintains current awareness and documentation of compliance with financial disclosure requirements related to assigned reporting areas

Monitoring & Reporting Consultant Resume Examples & Samples

Draft report on the Youth for SDGs project based on inputs from project colleaques
Update relevant Integrated Result and Resource Framework (IRRF) indicators, CPD Outcome indicators, and project outputs indicators
Draft narrative of Result Oriented Annual Reporting (ROAR) based on interpretation of data and evidence as well as inputs from programme and projects
Ensure all quantitative and qualitative data including narrative are uploaded in the ROAR online system before the deadline
Conduct RBM training for staff; and
Support the development of office and project M&E plan
Master’s degree in international relations, political science, international development or similar field
A minimum of three years’ experience in the areas of reporting, monitoring and evaluation or programme development/implementation
Experience in the usage of computers and office software packages, photography and video production, good knowledge and experience in handling of web-based management systems
Techniques and accepted practices of research, writing and reporting
Familiarity with UNDP systems, reporting requirements and programme management approach is an advantage
Team player, able to work respectfully and cooperatively with colleagues of different national and cultural backgrounds
Native English speaker or fluency in oral and written English is a must

Data & Reporting Consultant Resume Examples & Samples

Concepts, principles and practices of process analysis and improvement
Demonstrated expertise in SQL, Excel, and Access or other data analysis tools
Advanced understanding of how data can be used to drive business performance and results
Statistical process measurement
Databases and Data structures
Reporting and Dashboarding tools such as QlikView
Mapping processes and developing process workflow models
Describing workflow attributes
Determining data requirements and capturing metrics
Developing business cases
Developing implementation plans and maintaining project schedules and timelines
Operating standard office equipment and using required software applications
Understand complex financial services operations areas and interrelated processing requirements
Deal with organizational change issues in a positive manner
Incorporate needs, wants and goals from different business unit perspectives into project plans
Incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes without organizational authority
Handle stressful situations and provide a high level of customer service in a calm and professional manner

SEC Reporting Consultant Resume Examples & Samples

High-level understanding of SEC regulatory requirements and GAAP
Ability to research and propose resolutions on complex accounting issues
Performing research and creating documentation to support technical conclusions and application

Reporting Consultant Resume Examples & Samples

At least 2+ years in a related customer facing role, including either or both of the following
Functional knowledge of Concur Solutions strongly preferred
MS SQL Server Skills are a plus
Creative solution development

M&E & Reporting Consultant Resume Examples & Samples

Contribution to the Annual Work plan for 2017-2018 along with a set of yearly indicators and targets
Continuous monitoring on the progress of the work plan based on the AWP indicators and targets, including analysis and proposal to the project team of corrective measures, when required
Develop Quality criteria
Reporting that the project being delivered in a timely and cost-effective manner. Formulation of a clear project costed M&E plan with clear strategy and schedule for data collection and analysis
Timely information on progress and results is ensured by compiling, organizing, analyzing, monitoring, ensure visibility and preparing quarterly and annual progress reports as well as reports substantiated by strong data and evidence, fact sheets, specific donor reports, and other reporting products
Support actions on proposal development for donors with the aim of resource mobilization for the project
Assist with the project quality initiatives and ensure that lessons learned and best practices are incorporated into program design
Review monitoring and evaluation system/mechanism, process and procedures of the project and forms and formats for project activities under its various components
Accomplish others tasks related for preparing, monitoring, and evaluation as per the need of project assigned by CTA
Strong organizational, analytical and writing skills
Results oriented, strong team player with outstanding interpersonal and coordination skills
Ability to work independently and under pressure and meet deadlines
Demonstrates openness to change and ability to manage complexities
Strong capacity for relationship-building and communication
Ability to work in close partnership with a wide range of national and international interlocutors
Computer skills including Microsoft Word, MS Excel and Power Point
Ability to communicate M&E requirements and outcomes to project colleagues and other stakeholders
Proven capacity of initiative and autonomy
Reactiveness in acquiring and providing information
Ability to handle effectively multiple tasks without compromising quality, team spirit and positive working relationships
A minimum of 7 years relevant experience in international development with a focus on project management, monitoring and evaluation; experience in results based reporting frameworks
Experience working with UNDP or other international organizations in preparation of project documents, annual work plans, project/program monitoring and reporting at international level
Demonstrated experience and good knowledge of how UNDP implements donor –funded projects, including EU funded projects

Investor Reporting Consultant Resume Examples & Samples

This position is open to remote work
Must be familiar with the MSP functionality in one or more of the following areas
Investor Reporting/Remitting (Fannie Mae, Ginnie Mae, Freddie Mac, Private Pools),and Reconciling (Bank Reconciliation and Test of Cash Reconciliations)
Payment Processing (Payments, Payoffs, Reversals, Modified Payment Logic, Suspense Processing, and Drafting)
Corporate Accounting (General Ledger, Funds Movement, Interest Accrual, Corporate Advance and FASB)
Three to five years of mortgage servicing experience preferred
Three or more years of experience with BKFS’s MSP system preferred
Ability to estimate work effort for project sub-plans or small projects and ensure the project is successfully completed

Reporting Consultant Resume Examples & Samples

Completing assigned tasks for larger scale projects and taking direction from a designated lead
Maintaining current knowledge of Rx Claim data files, their structures, and associated tables
Ensuring adherence to CMS guidelines and regulations when applicable and following Policies and Procedures
Keeping management informed as to request status and potential issues that could prevent on-time delivery of assignments
5% - 10% travel may be required

Reporting Consultant Resume Examples & Samples

Participate in the financial and operation planning activities in a manner that yields challenging but achievable strategic plans, budgets and forecasts and provides clear understanding of requirements and results
Analyze, interpret and communicate the key metrics and drivers against historical trends, strategic plan, budget and forecast
Work with complex data to automate existing manual reports as well as develop, implement and maintain new reports based on business needs
Participate in the development and maintenance of planning and reporting models
Work collaboratively with groups across various geographies and time zones, including but not limited to senior leadership, operations and finance, to coordinate timelines to meet senior management and corporate deliverables. Partner with these groups to provide value add analysis to business leaders
Ad hoc analysis, as needed

SEC / Financial Reporting Consultant Resume Examples & Samples

Oversee the planning process for all quarter-end and year-end SEC filing documents. Document the appropriate policies and procedures to ensure accurate and timely SEC reporting
Implement relevant and new financial reporting pronouncements and keeping senior management informed regarding global standard-setting developments precipitated by the FASB and IASB, as well as other international accounting and regulatory developments
Maintain a financial reporting calendar
Strong knowledge of US GAAP
Proficiency in the full suite of Microsoft Office
5+ relevant SEC experience

Business Analyst Management Reporting Consultant Resume Examples & Samples

Develop and implement effective / strategic business solutions through research and analysis of data and business processes related to cost structure integration
Provides guidance to business process owners and cross-functional leaders based upon modeling
Build relationships across Optum business lines and Corporate functions to assist with integration of Optum acquisitions
Create and maintain comprehensive project documentation, plans and reports
Report on project status to leaders at all levels of the organization
Excellent client-facing and internal communication skills
Excel (v-lookup, pivot tables, large data sets, management reporting)

Reporting Consultant Resume Examples & Samples

Update progress in the project tracking tool
Strong analytical skills, with high level of curiosity and investigative mind-set with an attention to detail
Strong customer focus, with the ability to clearly communicate findings / expectations
Strong problem solving skills, with the ability to effectively analyze and evaluate problems
Intermediate understanding of Microsoft applications including Excel (VBA) and SQL is preferred
Concur software experience is a plus

Project Monitoring & Reporting Consultant Resume Examples & Samples

To compile and finalize the written evidence for the preparation for terminal evaluation
To conduct a preliminary terminal evaluation assessment on the achievement of project results
To prepare and calculate GHG emissions reductions and energy reductions delivered through project activities over the lifetime of the project and over the lifetime of the measures implemented through the project
Desk review of documents: project document, project reports – including Project Initial Form (PIF), Inception Report, APR, Project Implementation Report (PIR), project budget revisions, midterm review, progress reports, GEF tracking tools, project files, national strategic and legal documents, and any other useful evidence. Past consultancies assignments and summary of results. This will also include pictures of installations and equipment used, articles published and other reports and documents produced by the project
Meetings and interviews with BSEEP team, other component managers, consultants, relevant stakeholders and beneficiaries to collect evidence for compilation and documentation
Assess project results in terms of relevance to project objectives, effectiveness in meeting project outcomes, efficiency in execution and sustainability in long term project results and project impacts
Confirm sources of data
Perform systematic labelling and filing of all documents and evidence for future referencing
Calculations of the emissions reductions benefits (direct and indirect) as a result of the project both during the project period and after the conclusion of the project
Knowledgeable on energy & climate change
Bachelor’s Degree in engineering, science, environmental technologies, climate change mitigation or any other similar field
More than 5 years working experience in the energy field or in any climate change mitigation projects
Experience in implementing projects with the Government of Malaysia
Have strong linkage with national stakeholders related to energy and climate change mitigation projects
Experience in Project evaluation especially on UNDP/GEF in Climate Change mitigation projects will be preferred

Executive Reporting Consultant Resume Examples & Samples

Simplify reporting processes: Aggregate and reformat data from across TELUS into usable data where inputs are disparate, manual or undefined. Own solution implementation, cross-functional execution and outcomes
Accelerate reporting processes: Collaborate and Influence across BI teams to streamline and automate the exchange of data. Make recommendations to improve processes both upstream and downstream. Engage stakeholders; build sustainable processes to manage tools, ensure data integrity and user adoption
Web and Mobile enable information: Leverage web-enabled applications for executive, management and program office team members to access program information anytime anywhere; for ad hoc reporting and regular reporting activities. Build roadmap and execute the transition from static PowerPoint reporting to dynamic web and mobile reporting
Support the Program Enablement team: Provide off-loading capacity within the reporting team for ad hoc requests as required; including various lists for the Enablement Team’s programs

CRM Reporting Consultant Resume Examples & Samples

Bachelor’s degree and/or equivalent work experience
Experience with the SDLC process and requirements solicitation, especially with gathering requirements around data and reporting needs
Prior experience in a large scale technology deployment with an emphasis on establish a new enterprise data asset
Strong relational database knowledge and query writing experience using some version of SQL
Adaptable to evolving processes, timelines, and needs
Ability to use appropriate problem solving, research and analysis tools
Ability to visualize data to tell a story
Excellent communication skills, both written and verbal and the ability to interaction with both end business users and technical IT associates
Possess a personal sense of curiosity and derive enjoyment from exploring data, solving complex problems, and educating others
Experience developing materials for a knowledge base to help the enterprise adapt to a new data asset
Statistical analysis experience a plus
Experience with BI Tools such SSAS, SSRS, Qlikview, or Tableau

SEC Reporting Consultant Resume Examples & Samples

Manage the coordination and preparation of all SEC filings, including forms 10-Q and 10-K, and the Annual Report
Assist in the preparation of other SEC filings such as Form 8-K and registration statements
Analyze new and proposed accounting standards issued by the SEC and the FASB to determine the impact on the company; implement new accounting standards as required
Provide technical expertise for US GAAP and SEC regulations and draft technical memos illustrating guidance and conclusions
Establish and document accounting policies and procedures
Monitor the company’s compliance with SOX requirements
Coordinate with internal employees and external auditors to ensure internal controls are documented and functioning properly
Undergraduate or Master’s degree in Accounting or Finance
5+ years of experience in public accounting and/or a large corporate accounting environment, with a focus on SEC reporting
Thorough understanding of US GAAP, SOX, and SEC reporting requirements
Experience with XBRL and Workiva/WebFilings a plus

Senior Integration & Reporting Consultant Resume Examples & Samples

5+ years implementing integration solutions with ERP software
5+ years Human Resource, Payroll or Financial software application experience
Strong technical problem solving skills, with an ability to troubleshoot complex issues
Exceptional research skills and resourcefulness
Possess good verbal and written communication skills
Quick learner, motivated to understand various technologies used at Workday
Strong planning, scheduling, and organization skills
Able work in a fast paced, fast-growth, high-energy environment and deal with multiple high priority activities concurrently
Team player who can collaborate and communicate effectively with all stakeholders; i.e. developers, technical operations, and customers
Ability to travel 15%
Web Services, XML, XSLT or other integration technologies desirable
PeopleSoft, SAP, Oracle, Salesforce, or other SaaS or On-Premise ERP systems desirable
Experience in Higher Education and State/Local Government desirable

Campaign Analytics & Reporting Consultant Resume Examples & Samples

Maintain, develop and execute structured SAS-SQL code to synthesize large amounts of relational data to measure campaign and program effectiveness
Determine optimal means of visually displaying analytical results, creating reports, dashboards, etc. to best convey actionable insights to internal audiences throughout the organization
Explore, test, and recommend improvements or customization to existing targeting, segmentation, or initiatives
Collaborate with other analytics colleagues to ensure reporting deadlines are met 100% of the time, with a goal of flawless execution
Work with business partners, including Information Systems (IS), member communications project managers, marketers, and product development to capture changing reporting/analytical requirements and adjust code to meet business needs
Ensure data integrity by developing and completing quality control processes

Finance Management Reporting Consultant Resume Examples & Samples

Identify and help lead process improvements, methods and activities to improve organizational efficiency and effectiveness. Improve overall business information delivery
Analyze large amounts of financial information to ensure data integrity, provide insights, recommendations and lead collaborative efforts with other shared services teams to resolve issues found on behalf of the customers GBS supports
Bachelors degree (prefer finance or accounting)
Two to four years prior experience in finance or cost accounting
Customer service oriented and thorough will lead to success in this role

HR Reporting Consultant Resume Examples & Samples

Managing regular and handle ad hoc reporting
Participation in HR standardisation projects and assisting in creation of repeatable, standard reporting solutions
Make recommendations as to the best way to achieve the desired output through creative input and prior knowledge/experiences
Develop a strong understanding of the HR processes and the business
Create presentations using report data to provide insight on trends and issues
Act as subject matter expert for specialist reporting and provide coaching for HR colleagues and the business
Resolve complex reporting and data management problems in a quick and innovative way
Resolve customer issues, share best practice and drive continuous improvement
Work with colleagues across the central services and the wider HR community globally

Financial Performance Monitoring & Reporting Consultant Resume Examples & Samples

Performs analysis to determine revenue cycle capabilities. Defines how requirements will be supported and identifies margin limitations, solutions and resources
Develops, monitors and assesses short and long-range financial projections for assigned lines of business
Presents to senior leaders, research on benefit utilization, pricing structures and underwriting programs
Designs and develops models, studies and databases that will support analyses of financial outcomes for a Line of Business
Provides analysis, and reviews analysis defining business requirements and measuring system performance, impacts, technical solutions and enhancements for insurance program changes across all applicable systems
Utilizes and customizes historical databases of income and claims to support departmental functions
Performs complex analysis, reviews analysis, and demonstrates a deep understanding of the financial outcomes for a Line of Business
Creates databases and prepares and reviews documents to assist in development of historical monitoring of income, claims, members, expenses and other information to support departmental needs
Facilitates projects, and leads the work of others
Bachelor Degree in Actuarial Science, Mathematics, Statistics or Economics, or related fields. Other Bachelor Degrees may be considered
5 years of financial analysis or financial consulting experience
Advanced PC proficiency to include Excel, Access or similar. Proficiency in designing reports
Excellent verbal and written communications skills to prepare effective documentation, facilitate training and development, and participate in presentations
Experience working cross-functionally within all levels of the organization, leading projects and in problem resolution
Experience in developing, maintaining and leveraging collaborative relationships with internal and external stakeholders and business leaders, to accept recommendations, cooperate or change their behavior, facilitating the accomplishment of business goals
Negotiation and influencing skills
Master Degree in Actuarial Science, Mathematics, Statistics or Economics
Access, Tableau, SQL, Visual Basic or other programming skills

ASO Finance Customer Reporting Consultant Resume Examples & Samples

Bachelor’s Degree in Business, Finance, Accounting or a related field
Strong analytical, oral and written communication skills
Experience with internal controls, SOX, and other regulation compliance and reporting
Demonstrated ability to effectively manage deliverables in a fast paced environment
Master’s Degree in Business Administration, CPA or similar advance degree/certification
Advanced skill set with MS Office, Hyperion and Oracle Applications as well as knowledge of SQL
Prior experience within the insurance industry
Prior experience in customer reporting &/or relationship management

SAP Fico Revenue Accounting & Reporting Consultant With S Resume Examples & Samples

At least 5 years of SAP FI-CO in multiple implementations
At least 1 year experience working in Revenue Recognition area, coupled with a good understanding of different Revenue Recognition scenarios
At least 1 year of S/4 HANA Finance experience
At least 3 years using a SAP methodology including conducting gap analysis between business requirements and SAP solutions, analyzing and preparing data migration plans, developing & executing rigorous data and process testing plans
At least 3 years of previous consulting experience
At least 2 years leading project workstreams
Project Systems experience is preferred
A good understanding of US GAAP, IFRS rules as they pertain to the Revenue Recognition, Parallel Ledgers is preferred
Bachelor of Science or Arts or Computers or Accounting (preferred)
Proven success implementing SAP functionality in a team environment & ability to work self-sufficiently

Reporting Consultant Resume Examples & Samples

Customer advocate for provisioning and maintenance projects
Manages internal and external suppliers to ensure customer expectations are met
Provides a technical support function for customers and account teams
Provides effective and ongoing communications to all project stakeholders
Demonstrates cultural sensitivity and awareness of global business reality
Hands over the service to the Customer Care/Service Manager Units after the service delivery
Acts as primary technical interface & specialist to customers during the Customer Provision Entry (CPE) installation/configuration, and performs the CPE configuration according to the customers requirements
Responsible for delivering the Key Performance Indicators (KPI)
Lead contractual negotiations with partners and suppliers
May have overall responsibility for customer testing and integration of BT Global Services products, ensuring customer's service is configured and commissioned to meet the customer and BT's acceptance standards, and meets necessary regulator
Bachelor degree in IT or relevant field. Master degree in specialized business filed will be an advantage
Knowledge of diverse IT business matters
Analytical mind with excellent data collection and analysis skills
Customer Service and some technical knowledge required
Analyze and interpret data to unearth weaknesses and problems, and comprehend the causes
Assist the client in implementing the plan and resolve any occasional discrepancies

Regulatory Reporting Consultant Resume Examples & Samples

Oversee and monitor the regulatory exam schedule and statuses, and maintain information in a centralized database for tracking and reporting
Identify and review regulatory issues included in supervisory letters, and enter issues into an enterprise database (Centralized Issue Tracking, or “CIT”) for issue resolution, tracking, and reporting
Manage the creation of reporting on exam and issue statuses; including the collection, review, and distribution of written materials for Bank committee meetings
Provide quality control to ensure consistency and accuracy of all reports
Provide support for a variety of Risk Management & Compliance initiatives, reporting requests, and projects
Exercising sound judgment to meet position responsibilities
Managing or performing other tasks or projects as assigned or needed
Experience with Archer (eGRC) applications is a plus
Strong organization skills and attention to detail
Excellent written and verbal communication skills, and ability to communicate effectively with senior management
Ability to analyze reports for key information and accuracy
High level of initiative and ownership of responsibilities, has a sense of urgency, and proactively works to gain a thorough understanding of all reporting requirements and associated deliverables and deadlines
Knowledge of Risk/Compliance/Audit competencies
Skilled with spreadsheets and other office applications (Microsoft Excel, Word, PowerPoint, Access)

Senior Reporting Consultant Resume Examples & Samples

Works independently, provides highly complex data analysis and complex data analysis and trending and provides recommendations to Management
Provide highly complex data analysis and trending and provide observations and recommendation for review by senior management
Consults with business leaders to determined data reporting, analysis and timing needs for current and future planning
Develops and implements reporting deliverables and timeline for business units
Runs highly complex and hoc reports on schedule and provides data analysis prior to delivery to senior management
Researches complex requests and downloads data in order to prepare complex exhibits, summaries, presentations and/or reports for use by senior management
Manipulates data using spreadsheet or database applications taking into account technical knowledge of operations, reporting formats, and objectives of data analysis
Investigated and corrects discrepancies
Maintains databases, ensured integrity of data and remains current on applicable business functions and technology tools
Advance knowledge of supported business functions, workflow, systems and transactions
Advance knowledge of technology systems processes, reporting functions and methodologies

Reporting Consultant Resume Examples & Samples

Design and develop state-of-the-art web-based applications and reports using the Client's Software products, Unix or NT scripts, relational database stored procedures, and API's provided by the Client's Software or by third-party software products
Deliver Client related consulting project activities, ranging from business requirements gathering through final project deployment through medium- to long-term engagements requiring varied interpersonal and technical skills
Assist in optimizing solutions and developing best practices for project delivery
Work with customers to gather specifications for workflow solutions, integration or reporting requirements
Writing SQL to analyze data, research potential issues, manipulate data, generate reports, extracts, and processing related queries used in system configuration
Working with unique client data sources to create mapping and conversion for importing data into the Client's application
Developing test scenarios, creating the necessary data to execute the test scenarios, exercising the test scenarios, and confirming the results
Taking ownership and having personal initiative to proactively research and resolve client issues
Reviewing a client's configuration and use of the application and determining ways to improve performance, usability and support ability
Helping to develop process improvements that will facilitate knowledge transfer to others
Identify additional product/services opportunities within a customer organization
May participate in pre-sales and proposal activities in addition to completing ongoing project team activities
Undergraduate degree in MIS, Computer Science, Engineering or equivalent
3+ years in Consulting or IT industries in a technical role
Effective interpersonal skills (presentation, written, and oral) and the ability to communicate effectively with a variety of staff levels
Strong positive attitude, highly motivated, and a self-starter
Ability to work effectively as a team player with internal and external team members
Ability to set priorities and meet deadlines in a dynamic, autonomous environment
Familiarity and experience with any of the following technologies

Data & Reporting Consultant Resume Examples & Samples

Be responsible for supporting the data and reporting needs of the Medicare and Commercial markets. This includes, but is not limited to, monthly and quarterly performance reports, financial reports, and benchmarking
Identify relevant data sources and create new data sets based on evolution of the program
Query data from multiple sources and compile as needed
Analyze and reconcile data to ensure accuracy of information reported
Create various regular and ad hoc reports and presentations
Minimum of 5 years' data management and/or data reporting experience
Proficient in Microsoft Excel and Access
SQL Knowledge
Ability to understand/interpret contractual agreements
Experience presenting and interpreting data
Demonstrated ability to handle multiple tasks and deadlines
Excellent written and verbal communication skills, with ability to hold educational forums at various levels in the organization
Bachelor's Degree in Business, Healthcare, Information Management or related field
Working experience with healthcare related data
Web reporting experience
Experience developing packages in SQL environment
SAS Data Mining

Quality Reporting Consultant Resume Examples & Samples

Skilled in Microsoft Office Suite (specifically Excel, Word and PowerPoint
Strong process analysis skills and ability to work in a team and collaborative environment
Strong understanding of healthcare strategy, operations and regulatory requirements; experience dealing with varying healthcare organizations including integrated delivery networks community hospitals, academic and children's hospital systems and governmental entities
Understanding of complex data sets; ability to standardize and create meaningful analytics (financial, process and risk analysis)
Cerner EMR solution experience (design, build and implementation experience required)
Ability to travel up to 70% - 80% of the time
2-5 years of experience in Healthcare or Information Systems
Has participated in multiple phases of an integrated health system implementation
Experience leading and/or facilitating organizational change

Hospital Incentive Program Data & Reporting Consultant Resume Examples & Samples

Be responsible for supporting the data and reporting needs of the Hospital Incentive Program. This includes, but is not limited to, monthly and quarterly performance reports, financial reports, and benchmarking
Identify relevant data sources and create new data sets based on evolution of the program
Query data from multiple sources and compile as needed
Analyze and reconcile data to ensure accuracy of information reported
Create various regular and ad hoc reports and presentations
Minimum of 5 years' data management and/or data reporting experience
Experience developing packages in SQL environment
Ability to understand/interpret contractual agreements
Experience presenting and interpreting data
Bachelor's Degree in Business, Healthcare, Information Management or related field
Working experience with healthcare related data
Web reporting experience
SAS Data Mining

Monitoring & Reporting Consultant Resume Examples & Samples

Support processes of generating, codifying and dissemination of good practices, lessons and Knowledge based on monitoring and evaluation results
In close collaboration with the Regional Evaluation Specialist and Planning and Coordination Specialist, undertake capacity building of staff and partners in the region in the areas of Results Based Management (RBM), Monitoring and Evaluation from a gender quality and human rights perspective
Ensure the incorporation of lessons learnt from reviews and evaluations into Annual Work Plans and other planning processes at country / regional level
Disseminate feedback and lessons drawn from annual reporting processes to inform decision-making and improve quality of reporting
Share knowledge across the organization and build a culture of knowledge sharing and learning
Ability to provide advisory services in the area of Results Based Management (RBM), demonstrated familiarity with baseline data collection and monitoring methodologies
Ability to provide critical analysis of programme result frameworks, particularly with regards to internal logic and coherence between different level results (project; programme; country etc.)
Ability to synthesize program performance data and producing analytical reports in order to inform management and strategic decision-making
Ability to effectively represent UN Women in, and contribute to UN inter-agency monitoring and reporting initiatives
Capacity to work with diverse partners including governments, civil society and women's groups
Ability to lead implementation of new systems and affect staff behavioral/ attitudinal change
Strong IT skills and ability to utilize new information technology for optimizing organizational performance
Ability to manage for results including excellent planning, goal-setting, prioritization and organizational skills
7 years of relevant national/international working experience in international development with substantive experience in the area of development and or gender equality and women’s empowerment issues
Preferably 5 years of which experience working in the area of monitoring and reporting, including proven track-record in the design and implementation of comprehensive monitoring systems
Experience in the United Nations, UN Women and/or other multilateral organization, field work experience, are highly desirable
Good knowledge of research methods, solid understanding of knowledge management, and knowledge of ATLAS and Prince II considered an asset

Senior Fund Reporting Consultant Resume Examples & Samples

Assist in the compilation and review of the annual and semi-annual financial statements and Management Report of Fund Performance (MRFP) of the various Invesco Canada family of products, specifically funds with complex accounting or reporting issues
Prepare and review financial data for Fund Facts documents, ETF Facts, Quarterly Portfolio Disclosure, simplified prospectus, annual information form, and any other regulatory report, as required
Prepare, analyze and review regular and ad-hoc reports on Fund performance, security holdings, security classifications, and sales and asset levels for internal and external users
Prepare and review periodic reports for internal reporting to management and various departments
Proactively analyze and clearly communicate issues and suggested solutions to management on varying reporting, accounting or other related items
Provide senior level constructive feedback to analysts following reviews of their deliverables
Design and develop new financial reporting controls and provide technical analysis support to the Fund Reporting team
Use strong change management skills to assist in the planning and implementation of departmental initiatives
Suggest continuous improvement ideas and assist in the implementation of new departmental efficiencies
3 to 5 years of experience in the mutual fund industry required; preferably with experience in fund accounting/fund reporting
Knowledge of various types of derivatives and their financial statement disclosure requirements
Advanced knowledge of MS Office; particularly Excel, Word and Access
Knowledge of International Financial Reporting Standards (IFRS) and financial statement preparation best practices
Knowledge of Canadian Securities Administrators National Instrument 81-102, 81-106 and Canadian Mutual Fund Regulatory framework
Awareness of emerging accounting issues and industry trends
Knowledge of back office fund administration procedures and controls
Strong oral and written communication skills with the ability to clearly articulate accounting issues and their impacts
Strong research skills and ability to think strategically about costs/benefits

Management Reporting Consultant Resume Examples & Samples

Working knowledge of PeopleSoft
Microsoft Office/Suite proficient
Solid analytical, mathematical, and research skills

Forecast Reporting Consultant Resume Examples & Samples

Requires Bachelor's degree in business or related field
5-8 years progressively responsible experience in data collection, analysis and reporting; or any combination of education and experience, which would provide an equivalent background. Advance degree preferred
Medicare and/or Medicaid regulatory reporting experience is required with advanced understanding of CMS guidelines
Experience in forecast reporting preferred
Knowledge of the health care industry required
PEGA platform experience preferred

Statistical Reporting Consultant Resume Examples & Samples

Manages monthly Third Party Administrator provided policy and claim inventories; ensuring data quality and accuracy
Generates the monthly valuation extracts; reviewing and managing the data overlays
Executes monthly controls precisely
Collaborates with Third Party Administrator and Operations in order to resolve extract defects
Develop process improvements in order to gain efficiencies and execution of automatic controls; creating well-organized, repeatable, and auditable processes therefore creating capacity for analytics
Assists in preparation and analysis the financial statements, which includes monthly financial close process support
Works collaboratively with other teams to provide data for analytical reporting
Ability to work independently, as well in a team, manages time and resources to accomplish multiple tasks and meet deadlines
Effective communication with internal and external customers
Ability to adapt to change and value diverse opinions and ideas
Knowledge and understanding of processing systems and applications
Knowledge of computer applications, including Microsoft Office Suite and other business related software
Bachelor's degree in Mathematics, Statistics, or Actuarial Science or equivalent

Senior Developer, Reporting Consultant Resume Examples & Samples

Communicate and collaborate with business teams. Analyze requirements documentation and technical specifications for incorporation into development work
Design and develop SSRS reports. Create database views. Performance tuning at database and reporting layers
Co-ordinate development activities with offshore team

HCM Reporting Consultant Resume Examples & Samples

3+ years of HCM report writing experience with enterprise reporting tools for ERP systems (SAP, Oracle, Workday, etc.)
Extensive knowledge of building HCM Management reports for management and executives
1+ years of experience with reporting, data warehousing, and/or business intelligence software (Tableau, Cognos, OBIEE, MicroStrategy, SAP Business Warehouse, Informatica, QlikView etc.)
Familiarity with big data concepts and analytics tools a plus
LI-TB

Regulatory Reporting Consultant Resume Examples & Samples

Extensive preparation of quarterly, monthly, and weekly Federal Reserve filings, including but not limited to: FR Y-9C & LP, FR Y-11, FR Y-6, FR Y-10, FR Y-14, FR Y-15, or FR Y-12 ; FR 2004, 2900, 2314, or 2644; and/or FFIEC 031, 041, 009, or 002
Preparation of Treasury International Capital Bank Reports (TIC)
Preparation of financial statements for a bank or bank-holding company
Minimum of 8-10 years of experience working at a bank or bank holding company
4-year bachelor degree required; MBA preferred
Big 4 or large consulting firm experience is highly preferred
Past participation in a Federal Reserve Bank exam, either as an examiner or while working for a bank or bank-holding company
Experience in legal entity controllership within a bank or bank-holding company preferred
Working knowledge of bank regulatory reporting tools, including but not limited to Axiom
Experience working with external regulators: Federal Reserve Bank, SEC, FINRA, NYMEX
Advanced Excel skills and an aptitude to learn new systems quickly
Complimentary experience in Basel 2.5 or 3 reporting and/or in CCAR or DFAST stress testing is a plus
Business Analysis skills, such as gathering user requirements, developing functional and technical specifications, and writing Business Requirement Documents (BRDs), are a plus
Ability to multi-task, demonstrate a sense of urgency, and meet reporting deadlines

Senior Reporting Consultant Resume Examples & Samples

Manage a portfolio of clients and work to develop a reporting strategy and recommend best practices
Build and modify custom reports that satisfy business requirements
Business Admin (BA) / Bachelor of Science (BS) or equivalent experience
Strong verbal, written, and presentation skills
Ability to effectively utilize data and system tools
At least 2+ years in a related customer facing role
At least 2+ years work experience with data reporting and analysis
Excellent oral and written communication skills in English language to deal effectively with technical, non-technical and business individuals
Experience with Business Intelligence solutions is preferred

Reporting Consultant Resume Examples & Samples

Ensures data integrity, format, collection and presentation
Consults with business leaders to determine data reporting, analysis, and timing needs for current and future planning
Develops and implements reporting deliverables and timeline for each assigned project
Participates on project teams that may span the entire organization or multiple LOB’s responsible for overseeing improvements to data collection, output, reporting, analysis, and/or presentation
Researches requests and downloads data in order to prepare complex exhibits, summaries, presentations, and/or reports for use by senior leadership
Investigates applicable business functions and technology tools and maintains databases
Demonstrated expertise in data reporting, analysis and trending
Technical knowledge of operations, reporting formats, and objectives of data analysis
Team player with a highly professional demeanor
Experience working in location strategy or process improvement strategies
Can manipulate data using spreadsheet or database applications
3+ years of related work experience
High level of computer skills including Microsoft Office with strong Excel proficiency
Ability to multitask in a fast paced environment and react to change positively

Senior Reporting Consultant Resume Examples & Samples

Support Investment’s Executive Operations and Front Office. Individual will need to be knowledgeable, understanding the market factors and business strategies for all information which impact the results reported. Solid communications with asset sector managers and traders, along with a strong understanding of fixed income markets, are critical success factors for this role
Provides very complex data analysis and trending and provides observations and recommendations for review by senior management; Runs complex ad hoc reports on schedule and provides data analysis prior to delivery to senior leadership
Remain at the forefront of applicable business intelligence technologies, discovering and implementing solutions to the needs of the Front Office and Executive Operations for reporting, data access, and data quality
Leads project teams that may span the entire organization or multiple LOB’s responsible for overseeing improvements to data collection, output, reporting, analysis, and/or presentation
Respond to and fulfill ad hoc queries from Executive Operations, Front Office, and Finance in the most efficient, thorough, effective and timely way possible
Maintains databases, ensures integrity of data, and remains current on applicable business functions and technology tools
Build strong working relationships with the rest of Investment Operations, as well as IT and other front office groups
Advanced knowledge of technology system processes, reporting functions, and methodologies
Strong analytic, communication and interpersonal skills
Broad fixed income investments experience

Research & Reporting Consultant Resume Examples & Samples

Proven ability to design and build reports and provide analysis in an understandable format, as generally evidenced by 5-7 years of programming, analysis and project work
Bachelor’s Degree with an emphasis in MIS, Business or related field required
Demonstrated experience leading financial modeling, research and reporting projects
Strong analytical and problem solving skills, including the ability to create solutions to complex and/or loosely defined assignments
Strong written and presentation skills, especially in communicating complex technical information to non-technical audiences
Seasoned expert in advanced features of a variety of programs which may include Excel, Access, SQL, Visual Basic, Business Objects, SAS, JCL, and Business Intelligence tools
Must be able to learn new technology quickly to assess current systems against new software and determine best solutions for providing results
Demonstrated ability to build rapport at all levels
Strong organizational skills including managing multiple projects and priorities
Must be able to carry out diverse assignments in a fast paced environment
Self-starter with ability to work independently with minimal direction and supervision
Proven ability to apply business consulting and project management skills to meet required outcomes

Reporting Consultant Resume Examples & Samples

Working with business partners and clients to complete necessary documentation to request a project
Serves as lead for the team, may allocate work; provides subject matter guidance
Provide training and navigational support to end users
Requires breadth and/or depth of skills in a range of processes, procedures and systems, or acts as the subject matter
Opportunity to work remotely*

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