Reporting Project Manager Resume Samples

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A Schoen

Alejandra

Schoen

749 Jarrett Island

San Francisco

+1 (555) 339 6513

749 Jarrett Island

San Francisco

Phone

p +1 (555) 339 6513

Experience Experience

Boston, MA

Transaction Reporting Project Manager

Boston, MA

Kling, Goldner and Abernathy

Boston, MA

Transaction Reporting Project Manager

Assist business with UAT planning and UAT testing
Chair project Steering and Working groups as well as prepare necessary documentation
Build relationships with and manage senior business stakeholders from across the business including Compliance, Operations, IT and Front Office
Manage the delivery of technical and business process change to allow the business to meet MIFID II Transaction Reporting obligations
Conduct Risk and Issue Management
Manage all aspects of operational readiness
Manage project resource allocation, coordinating resources to meet project objectives

Chicago, IL

AM Oversight & Control Control Reporting Project Manager

Chicago, IL

Schaden, Beer and Lindgren

Chicago, IL

AM Oversight & Control Control Reporting Project Manager

Manage agenda and create materials for AM O&C Town Halls, Management and Leadership meetings
Develop reports and templates to provide senior management with summary view of control environment
Lead working sessions and efforts to create materials for Quarterly HR Control Forum and Bi Annual AM Audit Committee presentations
Support the Chief Control Officer of AM in program management, business management activities and execution of strategic priorities
Oversee execution of management priorities and escalate or resolve issues where necessary
Successfully transition projects or responsibilities to an identified effective manager/team
Conduct thorough review of materials prior to distribution to regulators and senior management

present

San Francisco, CA

Asset Management Global Client Reporting Project Manager VP

San Francisco, CA

Crona and Sons

present

San Francisco, CA

Asset Management Global Client Reporting Project Manager VP

present

Build capacity models to manage client reporting fulfillment capabilities
Improvements in quality & timeliness
Provide project leadership to key projects in own area and in support of Global Client Reporting initiatives
Work with partners to align and maintain Global Client Reporting team dashboards
Create and drive process for collecting client feedback
Identify continuous improvement opportunities and drive project progress and benefits
Draft team communications & help drive organizational operating discipline

Education Education

Bachelor’s Degree in Business

Carnegie Mellon University

Bachelor’s Degree in Business

Skills Skills

Excellent communication skills and ability to produce high quality documentation
Excellent issues management with the an ability to keep clients and project team focussed on delivery
Strong leader equally comfortable facing off to steering, challenging senior stakeholders and directing service providers and internal teams
Transaction and OTC Trade Reporting systems knowledge
Pre & Post Trade knowledge
Strong project management skills and experience
Previous knowledge of MiFiD, transaction reporting, Dodd Frank or EMIR
Excellent understanding of IT & Operational areas within the asset management sector
Proven experience of leading development and business change projects and a solid understanding of the software development life-cycle
Proven track record of successfully managing the delivery of large and complex technology projects

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Regulatory Reporting Project Manager Resume Examples & Samples

Manage, develop and provide leadership to team of associates through all aspects of program management execution
Responsible for oversight and management of all project and program activities with deposits impacting regulatory and/or internal & external reporting requirements
Assists senior leadership with defining strategy and creating a delivery path for strategic components delivered via project execution
Ability to make informed decisions and provide strategic direction on behalf key stakeholders during projects
Utilizes direct and indirectinfluencing skills to driveprogress, monitor, and reportdetailed project activity
Document conceptual approach, develop comprehensive business case and prepare executive presentation materials for monthly governance
Communicates with senior management and mitigate gaps through broad decision making
Demonstrated ability to problem solve and employ creative thinking
Provide guidance on issue management, remediation and resolution
7 years project and/or program management experience; accounting / finance background a plus
Proven track record in leading and implementing complex, large scale finance-related programs or projects
Previous experience and success with managing people and teams
Poised under high pressure situations and ability to lead through potential crisis
Strong relationship building, leadership and influencing skills with demonstrated ability to gain the cooperation across organizational boundaries and the ability to work through challenges to find appropriate solutions to key issues
Excellent oral and written communication skills with executive and senior business stakeholders & technology partners

Global Client Reporting Project Manager & Business Transformation Leader Resume Examples & Samples

Mapping of core client reporting business processes
Identify continuous improvement opportunities and drive project progress and benefits
Work with partners to align and maintain Global Client Reporting team dashboards
Create and drive process for collecting client feedback
Build capacity models to manage client reporting fulfillment capabilities
Improvements in quality & timeliness
Creation of incremental team capacity
Strong creativity and ability to frame and communicate highly-detailed information to external and internal clients
Ability to work with an extended global team that is client- and commercial-centric in its approach and innovation..ability to successfully operate in different cultures
Strong client- and commercial-centric mindset...passion for "playing to win"
Superb execution skills...ability to drive completion of high-quality, on-time projects across multiple clients, functions and lines of business
Strong ability to communicate results to clients, senior leadership team, salespeople and colleagues throughout the organization
Ability to energize self and others toward passionate and superb execution

Over The Counter Regulatory Reporting Project Manager Resume Examples & Samples

Work with technology partners and vendors to translate these requirements into functional and technical design
Responsible for front to back planning, management, stakeholder management and reporting
Support deployment to users, providing training and post implementation support
Represent Morgan Stanley at Industry forums
The candidate will be responsible for the delivery of key business changes from inception through delivery. It is expected that the candidate will be able to operate with minimal supervision and will gain full ownership of significant parts of the programme
The successful candidate will have strong problem solving skills, an analytical mindset, good communication skills, knowledge of derivative products and the ambition to build a career in business analysis at Morgan Stanley
The role will be located in New York and will report into the OTC Regulatory Reporting Programme Lead
CFTC reporting regulation knowledge a good understanding of CFTC reporting requirements is essential
Familiar with industry forums, and ISDA working groups
Project Management - formal change management experience with exposure to the full project lifecycle
Communication - the ability to communicate to a variety of audiences from Analysts to Managing Directors and tailoring messages as appropriate
Financial Discipline: has created business cases including cost/benefit and ROI. Formally managed project financials: plan vs. actual vs. forecast
Can negotiate priorities with senior stakeholders, build cross divisional relationships, gain support for solutions
Project and modelling skills - to represent information in forms that enhance decision making and communications. Agile project delivery including experience of User Story modelling a strong advantage
Good quantitative analytical skills - the ability to critically evaluate information gathered across multiple sources, reconcile variances and recommend proposals to senior management and key stakeholders
Knowledge of the full front-to-back trade lifecycle including trade capture, confirmation, settlement, valuation, regulatory reporting, risk management
Strong academic record coupled to good problem solving skills and analytical

Credit Risk Limits & Reporting Project Manager Resume Examples & Samples

Content led and business orientated
Ability to command trust and respect across all key implementation stakeholders (the business, CRO Change, CRO IT, Feeds, CRM and SRM) - be a trusted implementation partner
Excellent problem solving skills; able to simply complex issues to facilitate and expedite the decision making process
Able to delegate effectively
Driven / Self Starter / Self Motivated

Asset Management Global Client Reporting Project Manager VP Resume Examples & Samples

Provide project leadership to key projects in own area and in support of Global Client Reporting initiatives
Analyze dashboard metrics to identify opportunities to improve the client experience and team quality & productivity
Draft team communications & help drive organizational operating discipline
Execution against key projects
Ability to frame and communicate data-driven results and recommendations…a data-driven leader
Outstanding ability to drive resolution of complex issues with a wide variety of stakeholders, including the most senior members of our firm
Superior cross-business and cross-functional collaboration and team skills…willingness to contribute thought leadership and execute on others’ ideas
Excellent thought leadership and ability to frame client experience improvement ideas and a strategic platform roadmap
Experience in leading change initiatives through process- and metrics-based leadership

AM Oversight & Control Control Reporting Project Manager Resume Examples & Samples

Support the Chief Control Officer of AM in program management, business management activities and execution of strategic priorities
Disseminate messages within O&C and across AM on behalf of AM Chief Control Officer
Oversee execution of management priorities and escalate or resolve issues where necessary
Examine issues and risks, particularly for root causes and themes
Ability to connect dots across the AM business and articulate end-to-end control processes
Manage agenda and create materials for AM O&C Town Halls, Management and Leadership meetings
Efficiently align resources cross-functionally and globally to delegate deliverables and project manage until completion
Successfully transition projects or responsibilities to an identified effective manager/team
Develop reports and templates to provide senior management with summary view of control environment
Analyze large amounts of data, especially to identify trends and motifs
Conduct thorough review of materials prior to distribution to regulators and senior management
Lead working sessions and efforts to create materials for Quarterly HR Control Forum and Bi Annual AM Audit Committee presentations
Liaise with Compliance, Audit, Legal and Risk to share information, communicate project and program updates, and create materials for various committees and forums
Maintain relationship and open lines of communication with Corporate to ensure guidelines are understood within the LOB and updates are implemented effectively
High potential individual looking to broaden business knowledge
Exceptional critical thinking, analytical, and problem solving skills
Advanced user of Microsoft Office, especially Excel and Powerpoint
Able to analyze large amounts of information and propose recommendations
Ability to work to tight deadlines and prioritize a large number of conflicting and frequently changing deliverables
Easily adaptable, especially to a rapidly changing business environment
Proven track record of taking action above and beyond what is required
Possess sense of urgency, intellectual curiosity, and resourcefulness
Strong team player who is easy to work with, shows commitment and dedication to personal development, and can maintain both a positive attitude and high level of performance on high demand/time-sensitive initiatives
Associate within the business, operations, strategy or project organizations
2+ years of audit experience (or controls related)
2+ years of project management experience – ability to connect dots, multi-task, and execute upon several deliverables
A key contributing member of a high performing organization

Data Analytics & Reporting Project Manager Resume Examples & Samples

Plan, design, coordinate and implement multiple and concurrent company-wide compliance and ethics tools to assess, monitor, measure and report on compliance risks
Compile and analyze data from multiple tools to develop valuable metrics and dashboards to assess risk, detect irregularities, and identify trends
Assist in developing and implementing effective detective (auditing and monitoring procedures) and preventative controls
Maintain documentation for the relevant compliance metrics and reporting protocols to demonstrate to senior management the effectiveness and implementation of the compliance program
Conduct and coordinate forensic analysis in support of compliance investigations
Actively collaborate with cross-functional teams, such as Finance, Internal Audit, and Human Resources, to coordinate compliance programs and initiatives
Undertake special projects and support other compliance program initiatives

CIB Operations Regulatory Reporting Project Manager Resume Examples & Samples

End to end process mapping of regulatory reporting requirements
Impact analysis of proposed solutions across various downstream systems and consumers
Effectively translates business requirements into value-added comprehensive solutions and test plans using appropriate processes, procedures and technology
Create and publish roadmaps and regular timelines for program status reporting to stakeholders
Ensure that requirement documentation accurately translated into test plans and test cases
Proactively communicate business requirements/priorities to key stakeholders; solicits feedback and obtains sign-off on project documentation
Support technical development with Subject Matter Experts / Operations Management
Facilitate implementation of new functionality through training sessions, demonstrations, and the development of training material
Work closely with team members globally towards timely project deliverables
F&O / OTC detailed knowledge of regulatory requirements (Desirable)
Experience of collating and writing Business Requirements and Functional Specifications
Manage Projects from inception through completion with minimal guidance
Ability to work independently & manage multiple projects at once
Excellent PC and MS Office skills

Transaction Reporting Project Manager Resume Examples & Samples

Manage the delivery of technical and business process change to allow the business to meet MIFID II Transaction Reporting obligations
Manage and oversee key project activities i.e. MiFiD 2 impact analysis, gap analysis, solution definition and selection, target operating model definition and delivery of functional and technical specifications
Determine resource needs, lead project execution, track and ensure quality deliverables
Create and deliver project plans and revise as appropriate to meet changing needs and requirements
Manage project resource allocation, coordinating resources to meet project objectives
Manage day-to-day operational aspects of the project
Prepare testing strategy and test plans
Assist business with UAT planning and UAT testing
Conduct Risk and Issue Management
Manage project financials and resource plans
Build relationships with and manage senior business stakeholders from across the business including Compliance, Operations, IT and Front Office
Manage all aspects of operational readiness
Manage IT design and development teams ensuring any solutions meet business requirements and implemented to high standards
Chair project Steering and Working groups as well as prepare necessary documentation
Ensure project reporting responsibilities are met
Develop delivery lifecycle documentation as per the internal methodology requirements, ensuring they are current and appropriately stored
Team management - ability to lead a team by example and mentor resources as required
Problem solving / analysis - understanding of complex issues and problems and able to identify practical / pragmatic solutions
Self-motivation and enthusiastic approach - a completer-finisher able to work on their own initiative with a focus on delivery
Communication - provides documents that are clear, precise and comprehensible and communicates and presents in a clear and compelling manner
Effective time management / planning - manages personal workload effectively, sets realistic and achievable targets and delivers to those targets
Problem ownership - takes responsibility for identified issues and works to resolve in a pragmatic manner

HR Operations & Data Reporting Project Manager Resume Examples & Samples

Strong analytical and financial analysis skills, to grasp complexities and perceive relationships among problems and issues
Experience in building Sharepoint sites
5-7+ years of progressive work experience

External Risk Reporting Project Manager Resume Examples & Samples

Align Firmwide Risk information with external disclosures to create an integrated view of Finance & Risk
Produce SEC and External Regulatory Reporting in compliance with evolving guidelines
Provide coordinated Business and Project Management support focused on strategic business objectives
Be a strong leader who can liaise with the External Risk Reporting teams on the strategic build out of an end to end control environment
Bachelor's degree in Business, Finance or Accounting (or equivalent experience)
3-5 years of demonstrated leadership performing project management and business analysis
Ability to quickly understand business direction/requirements and influence partners to deliver solutions
Excellent analytical and problem-solving skills: Ability to critically challenge with the goal of identifying the most appropriate outcome
Established track record of delivery in a complex matric environment, ability to multi-task and flex to business changes
Ability to quickly understand workings of a complex infrastructure, interrelationships and data flow
Highly organized with the ability to work under pressure, and prioritize multiple tasks
Acute attention to detail
Existing relationships and networks within JP Morgan Chase community an advantage

Information Reporting Project Manager, VP Resume Examples & Samples

The Reporting Lead works closely with the Head of Operations Business Support and Operations division heads to develop new reports that will generate new insights into division performance
The Reporting Lead and his/her team analyzes reports for opportunities to improve the performance of the areas supported
ISA Operations Business Support is in a build and investment phase. As such, the Reporting Lead should be comfortable working in a dynamic, fast-paced environment and able to provide leadership to the team to drive change and execute on project plans
The Reporting Lead should have advanced knowledge of SQL, Oracle, Business Objects/WebI, SQL Server Reporting Services (SSRS), ETL (SSIS/Informatica), and one or more visualization applications such as R, Tableau, Qlik, Spotfire
Prior management experience is required
A technical degree (math, statistics, econometrics, physics, engineering) is strongly preferred
Attention to Detail. Reports produced must be accurate and well-understood to explain and provide insight
Communication Skills. Ability to interact with senior management in a professional manner that will inspire confidence in capability and accuracy
Leadership. Guiding a team in a time of transition to allay concerns and communicate executive management’s objectives
DICE-1

Reporting Project Manager, VP Resume Examples & Samples

The Reporting Lead will work closely with the PMO PM’s and the work stream leads to generate scheduled reports
Create ad hoc reports for senior management and other stakeholders
Perform data analysis to ensure data integrity and interact with work streams to address data exceptions
Manage the on-going operational activities related to the Tool, i.e. backup data, process access requests, provide first level technical support, etc
Design and implement enhancements to the Tool to support new reporting requirements
This PMO is in a build phase. As such, the Reporting Lead should be comfortable working in a dynamic, fast-paced environment and able to provide leadership to the team to drive change and execute on project plans
The Reporting Lead should have advanced knowledge of MS Access, MS Office Suite, SharePoint, VBA, SQL, and application development lifecycle
3-5+ years’ experience in project/program management experience is required
Background in the finance sector and regulatory report is strongly preferred
Strong Communication Skills. Ability to interact with senior management in a professional manner that will inspire confidence in capability and accuracy
Analytic Ability. Data is studied to provide insights on opportunities to improve performance

Corporate Risk-external Risk Reporting Project Manager Resume Examples & Samples

Produce Securities and Exchange Commission (SEC) and External Regulatory Reporting in compliance with evolving guidelines
Lead Risk through the annual Firmwide Resolution & Recovery planning process including Firmwide crisis simulation
Execute the team agenda, identify opportunity areas, and influence key stakeholders across the firm within Risk Management, Regulatory Reporting, Finance, Middle Office and Technology
Be encouraged to think creatively, challenge status quo, and deliver consistently on strategic objectives

Mifid Trade & Transaction Reporting Project Manager Resume Examples & Samples

The Project Manager will ensure Barclays compliance of this Reporting regulation from both a Technology and Operational stand point
The Project Manager will take the lead in planning, best practice, solutions, tracking, execution, and overall project management of the roll-out of cross asset class and cross functional trade reporting projects across the bank
This is joining a Global team, and while this role is focused on MIFID, projects are assigned based on demand, with current demand in APAC, EU and Americas
The project manager will be accountable for ensuring all aspects of the program and project delivery are scoped, planned, tracked, implemented and maintained post successful completion
Proven experience in a change/project management function in an international investment bank and / or a major consulting firm within financial services
Strong proven analytical background
Proven ability to deliver in matrix management environment without direct resource ownership
Experience in process improvement analysis and business process reengineering
Strong knowledge of investment banking front to back processes and Operations. Including Compression cycles (Multilateral, Clearing and Bilateral Compressions)
Knowledge of OTC Derivatives and how they work from trade capture down to Back Office
Strong track record of execution and results, high level of drive to meet deadlines and targets
Prior experience of working in an investment banking environment in regulatory reform or Trade Reporting (not compliance) programme
Preferred experience with Agile methodologies
Knowledge of recent regulatory initiatives within ESMA or other E.U regions
Broad knowledge of Capital Markets banking products; Fixed income and/or Equity OTC Derivative product experience

VP, Regulatory Reporting Project Manager Resume Examples & Samples

5+ years of experience
A desire to expand knowledge of Citi Finance and Risk Reporting systems and processes as well that of enterprise wide Products and Geography organizations
Strong communication skills and ability to interact at senior levels of the Finance, Risk, Compliance, FRO and Technology organizations
Ability to understand and dissect complex problems
Ability to manage multiple priorities simultaneously

Epic Cogito Reporting Project Manager Resume Examples & Samples

6+ years experience translating user requirements into detailed technical specifications and participating in reviewing technical specifications and developed solutions
6+ years experience performing systems administration/reporting/project management for complex BI reporting environments including Epic Reporting applications (Reporting Workbench, Radar, BOE applications)
6+ years experience with Relational Databases and Structured Query language (SQL) including MS SQL Server (2005 and higher), DB2 and Oracle (10g or higher) or Epic Tools
6+ years experience in the following: reporting security administration (Epic or native to tools and Windows Active Directory), performance tuning, maintenance and troubleshooting reporting environment or web application servers

Epic Cogito Reporting Project Manager Resume Examples & Samples

4+ years experience performing systems administration for complex BI reporting environments including Business Objects Enterprise XI (Crystal Reports, Web Intelligence, Business Universes, Xcelsius) or Cognos version 10.1+ ( Framework Manager, Transformer, Query Studio, Report Studio, and Analysis Studio) or MS SQL Server 2005 to 2008 R2 (SSIS, SSRS and/or SSAS) or Epic Reporting applications (Reporting Workbench, MyEpic/Radar, KB SQL, Chronicles)
4+ years experience with Relational Databases and Structured Query language (SQL) including MS SQL Server (2005 and higher) DB2 and Oracle (10g or higher)
4+ years experience in the following: systems security administration (native and Windows Active Directory), performance tuning, maintenance and troubleshooting web application servers, MS Windows host server environments and MS web browsers
4+ years experience translating user requirements into detailed technical specifications and participating in reviewing technical specifications and developed solutions

Reporting Project Manager Resume Examples & Samples

Bachelor’s degree in business, finance, information management or a related discipline is preferred
Project Management qualifications such as PMP/Prince 2, preferred
8-10 year cross functional, cross-disciplinary project management and business analysis experience, preferably within Healthcare Insurance or Financial Services
Strong stakeholder identification and management
Strong communication skills and the ability to tailor communications to specific audiences
Proven experience working on multiple business and IT projects with an understanding of the software delivery lifecycle as well as operational adoption of new processes
At least two, typically five or more years, experience in data management, including data migration, data modelling (conceptual and logical), metadata management, data quality management, data standards
Experience in data warehousing, MDM, reference data management, business intelligence and analytics
Strong conceptual, consultative and communication skills, strong judgment, and the ability to interact with a mixture of business and technology stakeholders
A working knowledge of data analysis/data base design technologies and tools and data migration
Must understand the systems development process and have an understanding of business processing
Possesses a knowledge of the inter dependencies throughout IT, across regions and within business functions
Delivers informative, well organised presentations
A desire to understand and contribute to existing Data Governance processes
Team working - internal/external
Advanced Microsoft applications – word, outlook, excel, project, visio

Reporting Project Manager Resume Examples & Samples

Extensive experience driving Enterprise Level Reporting & Data projects from start to finish
Experience with reporting SSRS or Tableau project (or a comparable reporting tool)
Strong proficiency in MS Project (project schedules)
Healthcare/ PBM

Coo-wealth Management Ops-regulatory Reporting Project Manager Resume Examples & Samples

Implements the Bank's regulatory strategy, relevant internal policies and standards
As Operations representative contributes to the interpretation and definition of new requirements that arise from Regulatory
Provide impact assessment of regulatory requirements on WM Operations processes
Drafting scoping documents such as, Business Requirement (BRO) or Functional Specification Documents through from planning to execution, ensuring that User Acceptance Testing is conducted to a high standard
Develops and delivers appropriate training , knowledge transfer and cross training strategies
Ensures that the project is planned in a manner that delivers to the required cost and quality and within the agreed scope, including appropriate milestone definition, work breakdown structure, dependencies , and assumptions
Ensures that the project work is executed and implemented according to the plan or any agreed changes to the plan and according to agreed project management standards
Ensures relevant and appropriate analysis, management information, and reporting is provided
Ensures that requirements, plans, risks, issues, actions, costs, schedules, benefits, and other related project artefacts are documented and tracked
Utilises the relevant governance bodies/steering committees for the purpose they are established
Ensures that the project work is compliant with documented standards , templates, and frameworks, and captured in agreed toolsets
Ensures project stakeholder awareness , engagement , and communication
Analyses and identifies possible risks and issues that could impact delivery and either resolve them or escalate as appropriate
Experience in leading Regulatory Change or re-engineering projects in financial services industry
Demonstrates a detailed operational and technical understanding of financial products and trade lifecycle
Subject Matter Expert within the field of relevance e.g. Regulatory , Operations processes
Expert-level analytical skills, flexible regarding production problem solving
Excellent communication skills. Fluent in English, French is an asset
Displays a high degree of control awareness, attention to detail and focuses on providing quality output. '
A strong team player and ability to work under pressure against tight timelines
The ability to take ownership of process, escalation and client query management
The ability to work in a fast paced banking environment managing multiple priorities
Open minded, able to share information with peers and stakeholders within division and across divisions and regions