Reporting Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the reporting job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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F Kuphal

Freddy

Kuphal

941 West Islands

Dallas

+1 (555) 584 2605

941 West Islands

Dallas

Phone

p +1 (555) 584 2605

Experience Experience

Dallas, TX

Junior Reporting Analyst

Dallas, TX

Gibson-Kulas

Dallas, TX

Junior Reporting Analyst

Provide recommendations for process development, monitoring reports and performance measurements
Collecting, checking, reconciling and reporting data, including financial, HR, performance (KPI) and risk indicators
Participating in monthly meetings, where on-going results are presented to senior management
Cooperating with stakeholders to understand and enhance reporting processes
Delivering ad-hoc analysis, findings and recommendations for stakeholders
Following approved SOP, add, remove, and modify user accounts in Oracle Hyperion reporting system
Preparing reports for senior management in various UBS locations (Poland, US, China, India )

Philadelphia, PA

Reporting

Philadelphia, PA

Schowalter Inc

Philadelphia, PA

Reporting

Co-ordinate with Business Managers/ Senior Management in Equities and Fixed Income to provide reporting and analytics solutions
Manage team-level quality objectives, schedules, and development risks and make decisions based on program and business objectives
Perform moderately complex technical tasks such as running code and creating reports, using tools such as Excel VBA or Business Objects
Proficient in presenting complex concepts and data results in a clear and effective manner through published reports and verbally to Sr. Management
Act as a subject matter expert for development team mentoring
Develop and produce operations performance reports and management reports summarizing key performance indicators, using tools such as Business Objects, Excel, Access and PowerPoint
Provide technical documentation

present

Boston, MA

Human Resources Reporting Analyst

Boston, MA

Lynch Inc

present

Boston, MA

Human Resources Reporting Analyst

present

In partnership with the HR Business Partner, work closely with managers to manage HR programs and processes and to address HR questions and issues
Provide global data and analytics for complex reporting in the areas of Human Resources and Talent Management
Develop and maintain metrics, dashboards and other mechanisms to track and communicate strategic milestones and pertinent HR information to senior management
Provide analysis and make recommendations based upon the data to be utilized in decision making and presentations for Sr. Leadership
Provide HR metrics and analytic that assist HR and business leadership in driving decisions
Develop and document business solutions to solve HR problems or to support HR initiatives. This will often include implementing and managing those solutions
Develop standard and ad hoc reports, templates, dashboards, scorecards, and metrics

Education Education

Bachelor’s Degree in Accounting

Georgetown University

Bachelor’s Degree in Accounting

Skills Skills

Strong excel skills including manipulation of pivot tables and knowledge of formulas is imperative
Strong analytical and problem solving ability
Strong knowledge of Excel & SQL
Good understanding of Change, Configuration and Availability processes
Good presentation skills with ability to present material clearly and concisely to senior and/or executive management
The ability to work and team effectively with clients and other management personnel
Excellent awareness of different cultures and working practices across the regions
Excellent people skills
Excellent English language skills (verbal and written)
A good level of managerial competence

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15 Reporting resume templates

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Marketing Reporting Analyst Resume Examples & Samples

Prepare monthly, quarterly, and ad hoc reports by locating and compiling relevant data and inputting as needed into existing templates and formats
Coordinate directly with subject matter experts within Eagle to ensure materials are updated and relevant to the current market environment
Drive efficiencies and improve processes. Review existing processes and procedures on a regular basis to determine if enhancements are possible
Work with Eagle marketing professionals to adopt best practices
Principles and practices of data analysis, report development and content construction
Coordinating marketing and sales communication activities
Conducting research using the Internet and other resources, compiling results and preparing reports
Use or quickly become proficient in Adobe InDesign
Bachelor’s degree (B.A) in business, finance, economics, marketing or a related field and a minimum of one (1) to three (3) years of marketing or sales support experience in the financial services industry preferred

Governance, Tools & Reporting Program Manager Resume Examples & Samples

Metrics, analytics and forecasting tools and reporting
Define, design, and maintain ultimate oversight for project management governance and process to include escalation and remediation processes
EPIC/EIC support to formalize the enterprise project expense and capital investment funding prioritization and process
Project Management tools and the corresponding reporting to support the tools
Leveraging and encouraging statistical process management discipline throughout the enterprise, partnering with the business to identify opportunities for improvement

Corporate Reporting Analyst Resume Examples & Samples

Partnering with financial analysts (SFOs) across the various segments and LOBs to provide SunTrust Leadership with a detailed view on the profitability of the company and the drivers thereof
Support the Corporate Reporting Manager in the preparation of key monthly, quarterly and annual deliverables for various SunTrust Executive Leadership Team members (ELT)
Assist, where necessary, the Corporate Reporting Manager and/or the Director of Corporate FP&A in ad-hoc reporting needs
Assist, where necessary, the Corporate Forecasting Manager and/or the Director of Corporate FP&A in ad-hoc analyses related to the monthly, quarterly or annual results (e.g. revenue/expense “deep dives”
Potential responsibility for ensuring adherence to Corporate Guidelines related to procedures, EUCs, policies and controls
Additional responsibilities as needed depending on capacity and capability
Undergraduate degree with a concentration in Finance/Accounting
1-3 years of experience in financial services industry or within a Reporting or FP&A team
Proficiency with standard Finance application suite (MS Office, Hyperion Essbase)

Portfolio Analytics Implementations & Reporting Analyst Resume Examples & Samples

The Implementations Track is a generalist position (working with market and client data, analytics and technology) for those with an engineering or technical background interested in providing solutions to our clients
Analysts in this role will partner with the analytics and client teams to create and rollout new functionality into daily deliverables
Implementing new clients onto the Aladdin system and modeling clients requires a deep understanding of portfolios, market data and derived analytics from our proprietary risk models. As a result, the team is uniquely positioned to enhance the end-to-end analytics delivery platform in a dual mission
Leverage risk models and reporting capabilities to deliver a comprehensive suite of reports to help clients understand their security and portfolio level exposures
Help BRS deliver rapid response tactical solutions with scripting and other creative processes as needed while deeper integration within the platform takes time
Improve operational efficiencies within Analytics and Client Support to enable aggressive business growth. Often involved in engineering processes and developing tools to streamline analytics processes and support
Strong academic background in a variety of analytical and technical degrees including, but not limited to: Finance, Engineering, Computer Science, Math, Physics, or Statistics
Interest in the investment and risk management process
Ability to understand and manipulate large datasets

Associate, Securitization Capital Reporting Resume Examples & Samples

3-5 years experience in Finance, Accounting, Audit, Reporting, or related field
Minimum 2 years of previous experience working on complex financial projects / programs
Direct PMO or Project Management experience preferred
Experience in reconciliation and data analysis
Experience with production cycles and controls
Experience with Basel capital rules preferred
Experience with securitization structures a plus
Proficient in Microsoft Office tools, especially PowerPoint
Strong problem solving and analytical skills, ability to work independently
Excellent communication skills (both verbal and written)
Excellent organizational skills and control focus
Superior attention to detail and process-orientation
Knowledge of Basel capital rules a plus
Knowledge of securitization structures a plus

CIB F&BM Reporting & Planning Analysis Resume Examples & Samples

Production of daily revenue reports distributed to Senior Management and regulatory agencies
Conduct ad-hoc MIS reporting and analysis
Undergraduate degree in Finance, Accounting, Economics or related field
Minimum of 1-3 years Financial Service industry experience preferred
Excellent communication skills and ability to develop relationship with other teams

Commercial Bank-risk Administration Reporting Analyst Resume Examples & Samples

Ensure the timely and accurate preparation of both periodic and ad hoc senior management presentations and reports regarding key Commercial Bank Risk initiatives, issues and activities
Perform the analyses for Commercial Banking Risk Senior Management related to both risk management and managing the Risk function within CB (over 1700 of CB’s 6000 employees)
Effectively support the team and management in maintaining a strong presentation and reporting portfolio, covering all existing and new risk related reports and materials
Develop and facilitate a strong working relationship with business partners through ongoing coordination of presentation and report data and utilizing effective communication and, when warranted, conflict and resolution skills
Any additional duties as assigned by Manager
Broad knowledge of risk management
Strong proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, and Visio)
Development of throughput metrics and reporting
Outstanding interpersonal/communication skills
Excellent leadership and teamwork skills
Working knowledge of financial processes and reporting
A keen attention to detail and a creative mindset
Proven ability to multitask and to be resourceful in meeting deadlines and deliver results in a fast-paced and changing environment
Must be able to effectively summarize complex information and risks and deliver it in formal business executive level presentations
Professional editing skills a strong plus
Knowledge of SharePoint development a plus

GFI Ccb-branch Reporting Resume Examples & Samples

Support (design/ maintain/ review/ produce) weekly/ monthly/quarterly reporting to support Field Finance
Indentify ways to deliver timely, accurate reporting more efficiently
Partner with Business Analysts and Sources of data business to ensure smooth functioning of the process/function
Maintain & Coordinate calendar of deliverables
MBA (Finance)/ Chartered Accountant with 4-6 years of post qualification experience
Knowledge and understanding of financial statements, concepts and principles - Balance Sheet, Net Interest Margin, Fee Income and Noninterest Expense
Experience in Retail Financial Service/ banking industry preferred
Strong team player
Excellent communication and partnering skills
Strong analytical skills and attention to detail
Highly organized and a proven track record of consistently meeting deadlines
Ability to multi-task and work autonomously within team environment
Ability to research issues/problems and provide a 'solution-based' approach
Adaptable to change and ambiguity in the work environment
Strong knowledge of Excel and PowerPoint (i.e. use of pivot tables, macros, arrays, etc)
Knowledge of Essbase would be an added advantage

GFI Ccb-field Reporting Resume Examples & Samples

The team is responsible for the design, content, monthly production and support of all CWM field reporting needs supporting more than 3,500 direct users. The team also plays an integral role in supporting the CWM Compensation team and developing ad hoc decision making analytics for senior management
The team is responsible for the design, content, monthly production and support of the Branch P&L Reporting, Website and Business Review Packages supporting more than 22,000 users. The Branch P&L measure performance of over 5,400 retail branches and is the primary basis for determining annual incentive awards for Branch, District and Market Managers. The Business Review Package is a management reporting tool which includes financial and non-financial results and is the primary report used to conduct monthly business reviews at all levels of the retail branch organization
Bachelor’s degree in business, finance, accounting, MIS or an applicable discipline. MBA preferred
6-8 years experience in Finance, Technology/Operations, Management Reporting
Experience in Retail Financial Service/ banking industry preferred
Excellent communication and partnering skills
Demonstrate leadership and organizational capabilities
Ability to multi-task and work autonomously within team environment
Ability to research issues/problems and provide a 'solution-based' approach
Adaptable to change and ambiguity in the work environment
Strong knowledge of Excel and PowerPoint (i.e. use of pivot tables, macros, arrays, etc)
Knowledge of Essbase would be an added advantage

GFI Ccb-real Estate Reporting Resume Examples & Samples

Support (design/ modify/ review) the monthly/quarterly reporting around Travel and Entertainment (T&E) reporting, monthly New Build list, New Build Ranking and Performance reporting
Assume responsibility for monthly Consolidation Scorecard and quarterly Competitor Filings (future state)
Partner with business P&A/ LEC teams (onshore/ local) to ensure smooth functioning of the process/function
MBA (Finance)/ Chartered Accountant with 6-8 years of post qualification experience
Experience in Retail Financial Service/ banking industry preferred
Demonstrate leadership and organizational capabilities
Ability to research issues/problems and provide a 'solution-based' approach
Knowledge of Essbase is preferred

Business Analys & Reporting Analyst Resume Examples & Samples

Minimum 3 years experience in a data mining role, with braod database platform experience (Oracle, DB2, Teradata)
Proficiency in one or more of the following applications: SAS, SQL, Business Objects, Brio or similar data mining tools
Minimum 2-4 years of Mortgage Banking experience applying knowledge of the mortgage lending lifecycle, especially originations
Knowledge of mortgage documents highly desirable
Ability to lead the delivery of high-quality results under tight deadlines
Strong analytical and problem solving ability required
Experience working with large, complex datasets
Excellent oral and written communication skills required
Bachelors degree required, ideally in a business, financial, or technical discipline

Business Analys & Reporting Analyst Resume Examples & Samples

Experience in a data mining role, with braod database platform experience (Oracle, DB2, Teradata)
Applied knowledge of the mortgage lending lifecycle, especially originations
Ability to support the delivery of high-quality results under tight deadlines
Proficiency in Microsoft Office required
Bachelors degree preferred, ideally in a business, financial, or technical discipline

Retirement Plan Services Reporting Analyst Resume Examples & Samples

This will include
Ability to compile, interpret and analyze data to form factual KPI dashboards regarding our operational functions that include trending, root cause analysis and correction action tracking
Ability to understand the linkage between data and decision making and can use metrics to tell the story
Ability to produce simple, effective and actionable reporting from large and highly complex data sets
Ability to describe highly technical processes, concepts and systems in non-technical terms
Ability to review internal processes regarding data gathering and provide recommendations on improved processing or automation opportunities
Strong organization and ability to manage many in-flight deliverables at once on tight deadlines
Outstanding capabilities in Microsoft Excel and PowerPoint for data analysis and presentations to represent business results and opportunities
Ability to review and verify the accuracy and legitimacy of data
Above average oral and written communication skills

Compliance Business Management Strategy & Reporting Resume Examples & Samples

As a member of the team provide close support to the EMEA CIB Head of Compliance in the management of the Compliance function
Take independent ownership for specific initiatives and work streams of projects that impact the department and be responsible for driving programs to successful completion, with the support of the Head of Business Management
Support the implementation and maintenance of strong governance structures for executing the business agenda
Collaborate with other control functions and escalate issues as appropriate and required
Support delivery of business initiatives
Interact and collaborate with internal support groups (Fin, Tech, Ops, Legal, HR) to achieve business priorities
Partner with technology and business groups on multi-year global system implementation
Prepare reports for the Head of Compliance where required, including periodic reporting to group, committees and boards
Assist in the development, rollout and maintenance of meaningful metrics on Compliance performance
Creation of detailed project plans, capture/manage project risks, issues and dependencies and track deliverables through implementation
Work with global compliance PMO on reporting and project discipline
Member of Project/ Strategy team tasked with defining and ensuring implementation of stated project objectives
Master’s Degree or equivalent in a related subject
The successful candidate for this position will be a team player who thrives on challenge. The individual will need to be proactive and action orientated with good analytical skills and a proven ability for problem solving. In addition they will demonstrate
Knowledge and awareness of the compliance competitive and regulatory landscape, with specific knowledge of EMEA specific issues
Ability to assess complex organizational objectives, diagnose problems and prioritize efforts, taking ownership to solve them
Be a self starter with the ability to work independently
Demonstrated ability to make good and reasonable judgements under pressure
Excellent written and verbal communication skills with demonstrated ability to engage different audiences
Demonstrated collaborative style and ability to partner with people across a diverse and global organisation
Previous project /work stream management experience welcome
Relationship building and influencing skills to engage stakeholders and deliver through others
Compliance background a plus but not required; comfort and the ability to work in a complex Compliance department a must

Cognos Reporting Application Developer Resume Examples & Samples

Creating reporting solutionsto solve specific customer requirements
Extensive Experience with Cognos Implementations including environment, reporting design, and support
Experience with relational database management and reporting
Experience with analyzing business MIS requirements
Extensive Experience with SQL

Agile Reporting Pod Member Resume Examples & Samples

Develop robust core framework for the reporting and analytics platform
Work as a multi skilled professional practicing Agile/SCRUM methodologies
Do analysis, develop code, write unit tests and develop automated tests
Develop efficient reports for various business groups – card services, consumer banking, business banking, auto finance, student lending etc
Work with very large data sizes and write efficient code using core reporting framework
Help build continuous integration environment – using Jenkins/Maven/Ant/FitNesse – and integrate with various environments, provide pertinent test automation, address any issues for improving code, provide evidences of the code review
Build effective reporting distribution to deliver reports via various transports – web, desktop, sftp, eMail, mobile devices
Build effective reporting dashboards
Provide effective report and application monitoring in production
Work with various analytics/quantitative teams and help aggregate results/reports
Develop business understanding to provide future context for better data processing and reusability
Develop test scripts/plans based on business requirements and process. Document test procedures and findings
Troubleshoot issues in production and provide Level 3 support
Perform timely escalation of critical production incidents and proactively identify patterns of recurring incidents to improve service stability
Develop and utilize core support tools and processes to perform work whilst improving day to day practices for support team members with the goal of delivering service improvements to the business
Maintain documentation on issue corrective actions in-line with best practice to ensure knowledge accessibility and continuous learning amongst team
Partner in application deployment activities working closely with technology development teams to ensure standard support criteria are met prior to implementation
B.S. or M.S. in computer science, information systems, math, business, or engineering
7+ years of professional experience
Developing reporting solutions
Continuous Integration
Experience working with analytics
RDBMS – SQL and highly efficient SQL (Teradata a huge plus)
Strong business analysis skills
Automation testing development
Excellent written and verbal communication and presentation skills
Java/JEE
Agile/Scrum methodology
Web technology, XML, XSL processing
Teradata
Teradata performance tuning

Senior Analyst, Marketing Reporting Resume Examples & Samples

Designs descriptive, incisive and intuitive Marketing Reporting capabilities in support of CKI strategic priorities
Works closely and collaboratively with key partners in gathering and recording of business and technical requirements
Exhibits expertise in data investigation and compilation using multiple data sources
Works proficiently in developing and delivering report solutions to key stakeholders and partners
Understands and incorporates best practices with technology including Teradata, SAS, Systems (Unix, etc), and Microsoft products (Excel, PowerPoint, etc)
Pro-actively reviews and assesses current processes and recommends efficiency and productivity improvements to reduce repetitive and/or manual processes to improve workflows
Diligent in investigating new data elements added to the data warehouse and making suggestions on how these new elements may be useful when building data and reporting solutions
Defines and develops concise, standardized and sharable metrics and dimensions to support CKI measurement initiatives
Uses best practices when coding and testing new attributes within current reporting processes and has an understanding of the coding and processing requirements needed to add new information fields to the data warehouse
Participates, performs and communicates the results of impact assessments due to changes to the data warehouse and/or reporting processes
Effectively collaborates with all stakeholders and partners (CKI, CIDM( Client Integration and Decision Management), Marketing, Product, and Risk)
Ensures best practices are implemented in day-to-day routines, including proper time and project management, attention to detail, focus and excellent service to internal and external clients
Diligently performs end-to-end Quality Assurance and Risk Self-Assessment guidelines to minimize operational, reputational and legal risk of initiatives
5 years of reporting and database marketing related experience
5 years of experience using SAS (Base SAS, SQL, and Macro language)
Experience in the financial services industry, including understanding of database marketing – definite asset
A strategic mindset with strong problem resolution and analytical skills
Strong written and oral communication and negotiation skills with a proven ability to work collaboratively within a cross-functional team environment
Understanding of Campaign Test Design and Measurement using industry accepted statistical methodologies would be an asset
Knowledge and experience with production environments including modular code, data-driven processes, and hands-off processes
Advanced ability to extract from large relational databases
Ability to combine large datasets from multiple sources
Ability to leverage other tools to improve performance
Advanced knowledge of various reporting environments and technology solutions
LI-HJ1

Agile Reporting Pod Member Jee-senior Developer Resume Examples & Samples

B.S. or M.S. in computer science, information systems, math, business, or engineering
10 years of professional experience
JEE/Java/Web Technologies, XML, XSL Processing, Web Services/SOA and HTML
JMS/MQ Queue, Tyger - Tomcat/JBoss,
Source Code management – SVN, IDEs - Eclipse/Intellij
Solid understanding of development using Agile and SCRUM methodologies

Wealth Management Product Reporting Controller Resume Examples & Samples

Daily, monthly and quarterly management reporting functions for the Product Controller CFO organization
Including (but not limited to) sales, assets, balances, and expense reporting
Maintaining report structures/formats/content
Assisting in optimization and automation of report distribution and standardization
Strong Excel skills (pivot tables, vlookups, macros, not necessary, but a plus)
Proficient in english
Strong PowerPoint skills

Legal Entity Fed Reporting Resume Examples & Samples

Coordinating the FR Y-11 and FR 2314 reporting process across all Business Units for the non-consolidated legal entity population as required under Bank Holding Company guidelines
Liaise with the Reg W and FR Y-10 reporting teams to understand the requirements and manage the population
Lead the team through the quarter end and year end reporting processes which includes monitoring the progress of the filings and researching accounting issues to ensure accurate reporting
Review trial balances and templates received from the global controller teams to ensure consistency in reporting
Review and clear edits and validation checks in the reporting system and preparing filings for submission
Liaise with key stakeholders and data providers with the preparation of variance analytics
Track the filing status and follow up with stakeholders to ensure the in scope entities' FR Y-11 and FR 2314 reports are prepared in accordance with the Federal Reserve Board's instructions and timelines
Maintain and document policies and procedures for the non-consoldiated FR Y-11 and FR 2314 reporting processes and when necessarty, close gaps and implement process improvements
Participate in legal entity IT initiatives to streamline the reporting process for the non-consoldiated legal entities as well as the FR Y-12 process
Oversee the reporting for FR Y-12 Consolidated Bank Holding Company Report of Equity Investments in Nonfinancial Companies
Lead quarterly training sessions for the FR Y-12 data providers including global product controllers
Lead and prepare Due Diligence meetings
Resolve and remediate regulatory exam and audit findings
8-10 years of experience in financial reporting
Proficiency in US GAAP
Strong technical skills in Excel, Power Point and Visio
Stong quantitative and qualitative analytical skills with a creative and flexible approach to problem solving
Cultivates teamwork with a sense of ownerhsip and accountability
Knowledge of private equity and fund structures

Reporting Resume Examples & Samples

Microsoft Office Suite
3+ years business analysis experience
Financial Services Industry Knowledge / Experience
Preferred: sharepoint skills
Preferred: metrics experience

Securities Exchange Commission Reporting Group Executive Director Resume Examples & Samples

CPA required / MBA is a plus
Background in areas of U.S. Generally Accepted Accounting Principles disclosures/accounting policy and SEC reporting rules
Strong ability to review and prepare technical disclosures
Excellent communication and presentation skills with the ability to convey complex disclosure requirements in a non-technical manner
Ability to help manage a team and assist in strategic development
Strong analytical, quantitative, and organizational skills and attention to detail
Proficiency in Microsoft Excel and Word. Knowledge of IBM Cognos FSR, and extensible business reporting language (XBRL) applications are a plus but not required

Independent Monitoring & Reporting VP-operations Risk & Control Resume Examples & Samples

Understanding the needs of WM Operations senior management and, using a risk-based approach develop reports to monitor the effectiveness of controls
Ensure Independent Monitoring and Reporting is developed for all Critical Inherent Risks identified across Firmwide Operations
Build effective partnerships with senior risk managers based on expert knowledge and mutual benefit
Presentation of risk reports, and subsequent discussion of the items therein, to senior management in Operations and Finance on a monthly basis
Communication to key stakeholders of changes to, and progress of, the Independent Monitoring framework, particularly as it expands and evolves across Wealth Management
Working with key stakeholders and Operations line management to analyse and improve existing controls
Working to tight deadlines on a daily, weekly and monthly basis
Building a detailed understanding of each exception type and the risk inherent within, allowing commentary from stakeholders to be questioned and challenged
Working with business areas and their Risk Managers to assess the integrity of any exclusions
Day-to-day management of the NY IMR team
Close communication within the global team and across ORC globally
Identification and implementation of process and control improvements
2-3 years SAS / SQL programming experience
Experience of using Cognos and Qlikview
Proficient in Excel (e.g. formulas, pivot tables) and other Microsoft applications such as Word, Power Point and Access)
Strong analytical, organizational and documentation skills
High level of diplomacy and influencing skills
Innovative and creativechallenges the existing processes
Diversified financial services product knowledge
Experience of the MVS (Multiple Virtual Storage) mainframe operating system and TSO (Time Sharing Option) interface would be advantageous
Knowledge of researching issues, and supporting resolution across regional business units
Experience of SharePoint would be advantageous

Regulatory Trade Reporting Compliance Officer Resume Examples & Samples

Series 7 License
Minimum five years compliance experience
Knowledge of MSRB General Rules and FINRA Rule Series: 6600, 6700 and 7400

Director of Financial Control & Reporting TV Distribution Resume Examples & Samples

Financial reporting, integrity and sign off of US GAAP and local statutory financial statements for all UK Distribution and non-scripted Format/Print Sales entities including overseeing audits
Oversight of US GAAP and statutory financial reporting for Distribution Entities in Europe, including France, Italy, Spain, and Germany
Compliance with all internal and external reporting policies, including tax & SOX compliance
Directing a team of finance professionals located in the UK, and liaison with local finance staff for Distribution-related activities in France, Italy, Spain and Germany. Oversight of GBS services related to Distribution & Nonscripted Format/Print sales activities
Recruit, retain and develop a high performing team in collaboration with P&O
Set high standards and performance goals for each team member
Actively coach the team to focus tasks and activities on relevant goals and objectives
Demonstrate and promote the values of Teamwork, Trust and Innovation
Identify and implement process improvements, tools and systems to provide enhanced financial and operational information
Typically 8 to 10 years experience in a major role, but not final authority in Finance
Typically 3 to 5 years in Entertainment within multinational companies
Essential to have worked for a US listed company
SAP, MS Office, fluent in English language (written and verbal), fluent in local languages (verbal and written) of the territories overseen by this position
Fiscal Responsibility of >1Billion revenue and/or budget accountability (in a major role, but not final authority)
All applicable accounting principles –UK and US- (e.g., Generally Accepted Accounting Principles (GAAP), statutory standards, International financial reporting standards (IFRS), and how to apply them, and when applicable
Sarbanes-Oxley Act (SOX) and ability to implement business processes required to ensure compliance with its tenets
Practices for preparing relevant tax returns
Maintain the books of the organization, and prepare financial statements and reports
Establish and monitor budgets
Explore, evaluate and communicate alternative financial scenarios and results
Create and maintain accurate and thorough financial reports and underlying records
Update and validate general ledger data
Collect debt; liaise with HO Finance on payment restructures and credit instruments (e.g. Letters of Credit)
Recognize, anticipate, and support resolution of organization, operations or process problems
Identify and communicate financial risk and opportunity
Readily deal with changes and adapt to a changing environment
Analyzing and clearly communicating underlying financial and non financial data to provide relevant insight for business decisions
Effectively communicate across the Business and Finance organization with strong verbal and written skills and demonstrate a willingness to generate and share information
Work in a dynamic and fast moving and changing environment, and manage multiple priorities
Establish and build healthy relationships with supervisor, line of business head, head office, clients, vendors and peers in an effort to create an environment committed to providing excellent and innovative service
Build, manage and work as an effective team
Read, interpret and draw accurate conclusions from financial data
Create, implement, evaluate and enhance internal control processes

Ccb-controls Reporting Analyst Resume Examples & Samples

Collaborate with Control Officers, business units, and corporate functional teams to produce timely, accurate, and complete reporting and analytics for CCB leadership, JPMC leadership, and the Board of Directors
Partner with CCB leadership and Control peers to deliver reporting and analytics, foster open discussion and resolution of reporting issues
Drive change through continual evaluation of the risk and control framework and continual communication with business leaders in the CCB
Manage and report all open issues and action plans to ensure timely and complete resolution
2years experience in the financial services industry to include business operations, program management, risk management, audit or operations
Working experience in developing, tracking, analyzing and reporting on key risk indicators
Strong interpersonal and analytic skills, particularly influencing and negotiation
Collaborative team player able to develop meaningful and effective working relationships withfellow colleagues
Strong people & relationship building skills
Sound business judgment and objectivity
Flexible and creative thinker

HR Finance Reporting Analyst Resume Examples & Samples

3-5 years experience required with complex report design/development
Advanced proficiency required in Excel and Access
Advanced proficiency required in Business Objects and Hyperion Essbase
Strong attention to detail and analytical skills
Experience managing confidential data with the utmost discretion
Effective end-user consultation and communications skills in MIS design
Creative problem solving ability to grasp reporting and data analysis concepts quickly

Commercial Bank-risk Administration Reporting Analyst Resume Examples & Samples

Ensure the timely and accurate preparation of both periodic and ad hoc senior executive management presentations and reports regarding key Commercial Bank Risk initiatives, issues and activities
Perform the analyses for Commercial Banking Risk Senior Management related to both risk management and managing the Risk function within CB (over 1700 of CB’s 6000+ employees)
Any additional duties as assigned by the Manager
Experience in developing clear and concise reports and presentations for senior level executives
Working knowledge of financial processes and executive level reporting
Professional editing skills a strong plus but not required

Contract Reporting Analyst Resume Examples & Samples

Statement review and analysis to ensure presentation adheres to contractual terms
Prepare and analyze Stage Play royalty and unit based reporting
Manage talent payment database and consolidation tracking reporting
Reconciliation of payments to the general ledger and ultimate projections by title
Communication with all business units to ensure data requirements are delivered in an accurate and timely manner
Understanding of basic accounting practices
Understanding and experience in contract accounting and participation reporting in the entertainment industry
Excellent computer skills in a Microsoft Windows environment, including Excel with primary focus on spreadsheet development
Detail oriented and ability to multi-task
Strong analytical skills and ability to manage tasks to meet deadlines
2-5 years of finance/accounting experience
Bachelor’s degree (emphasis in Finance, Accounting or Business Administration)
CPA, CPA in progress, or equivalent is a plus

Reporting & Financial Analyst Resume Examples & Samples

Assist in the analysis and reporting of project forecasts, over/under recovery position, and expense savings
Preparation and consolidation of data to support the monthly forecast and annual budget and planning process
Work with large amounts of data from multiple sources to provide necessary analysis and to create processes to simplify this work
Interact with technology project managers and Chief of Staffs to review costs and conduct investigation and follow-up to resolve issues; and CTI to understand data center costs and variances
Conduct periodic analysis and review of people related data
Monitor approval of time sheets and progress logs to ensure timely payments to vendors and recoveries
Track training initaitives and conduct necessary follow-up
Support business initiatives
Ensure consistency; identify process improvement opportunities and recommend solutions
BA/BS degree in computer sciences (or a related field) or equivalent experience Strong analytical and problem solving skills
Excellent organization skills; detail oriented
Ability to manage multiple concurrent tasks and deliver timely results
Ability to work effectively in a team environment, with remote workers
Manage small to medium scale reporting and support projects
Understand data relationships within the standard tools and templates
Strong hands-on experience with Microsoft Office products
Review and analyze data trends, assist with recommendations, implementation, and tracking of improvements
Generate key performance indicators for the organization The ideal candidate must demonstrate considerable energy, focus, drive and a sense of urgency. Individual must possess excellent interpersonal skills as well as have the ability to work very closely and confidently with many different levels of management while building strong relationships. Fast thinker/quick learner and possess the ability to work effectively under pressure in a rapidly changing environment in order to meet deadlines. Must be able to work autonomously as an effective member of a dynamic team

Rohq-fro-cgm Reporting Analyst Resume Examples & Samples

Submission of the country's financial data load (head office financial statements) on a monthly basis
This includes preparation, review, and posting of financial adjustments using the Citi reporting systems, investigating any major variances, review on the reasonableness of the balances, and ensuring US GAAP have been properly applied in the financial reports
Performing process reviews / enhancement / streamlining and UAT system testing
Coordinate with country Fincon on the implementation of reporting changes, which includes submission of comprehensive business specifications where technology enhancements are required, providing training and user testing resources to test enhancements
Preparation, review, and submission of the country's intercompany reports on a monthly basis and other head office reports such as RAP estimate, foreign currency reports, country exposure reports, quarterly memo cable, cash flow reports, etc
Other responsibilities that include ensuring mapping of local country codes to reporting system structures are consistent with Citi policies and standardization objectives, review and validation of country's financial & management data handoff to highlight data integrity issues
Preferably with 1 to 3 years work experience
Strong in data structure and processes knowledge
Able to establish a good working relationship with the Fincon units of the countries being supported and product controllers

Ccc-reporting Analyst Resume Examples & Samples

Support our banking, asset management, risk management and structuring teams on multiple technology initiatives to improve STP processing on multifamily rental construction, land, commercial, national lending, and investments to developers
Monitor CCC transaction pipeline and product processors for data integrity
Enforce quality control by reviewing portfolio level indicative and financial data
Responsible for responding to data and reporting requests to various parties including Business, Independent Risk, and Asset Management
Liaise between all areas of the firm, not limited to financial, risk, operations, and technology
Service a portfolio of bond and investment transactions for ongoing funding and maintenance
Work as a liaison between bond transactors, trustees and operations to ensure accurate booking and recording of the bond portfolio
Review all positions and transaction activity to determine that it is recorded correctly in the firm's books and records
Ability to multi task and straddle day-to-day responsibilities as well as project related work
Excellent excel and quantitative skills are required
Knowledge of Capital Markets helpful but not required

Business Objects Reporting Anaylst Resume Examples & Samples

Bachelor Degree or equivalent experience in IT, Risk Management or Information Security
3 plus years experience with enterprise program management tools and metrics
Must have advanced skills with data analysis/mining, SQL Query Languages, Business Objects and Oracle
Advanced analytical skills, strong attention to detail Track and communicate project status to team and management
Collaborate with team on test plan development and design test cases
Knowledge of Information Security Strong communication and influencing skills
Experience in delivery of metrics / reporting in an enterprise environment
Ability to work independently and in a team environment, while manage multiple task assignments
Proficient in Microsoft Products(Project, Excel, Access, Word)

Delivery Manager Inquiry Framework Reporting Platform Resume Examples & Samples

Manage the implementation / delivery of Inquiry Framework Reporting platform
Manage development of platform framework using complete custom build or assembly of third party open source software
Guide client applications in onboarding Reports to the new data platform
Drive the adoption and implementation plan in line with consuming projects plan
Bachelor’s Degree in Computer Science or Equivalent
7 years work experience hands-on coding inJava, Apache open source frameworks and Spring framework
Very strong hands-on knowledge of SQL, Relational databases and no-sql databases
Very strong hands-on knowledge of MongoDB
Very strong knowledge of HTTP, Javascript, ExtJs
Proven ability to build highly scalable Web application that can be used by thousands of users
Knowledge of Linux, Build and Deployment automation, application security
Managerial experience in running software development projects
Experience d software architect with exposure on both application and data architecture
Demonstrated innovative thought process to solving problems
Experience in building rich web applications and Reporting applications

Ccar Trading Book Reporting Analyst Resume Examples & Samples

Market Risk: Provides market risk CCAR/DFAST, risk capital and stress testing metrics across all portfolios within Citigroup's ICG (Institutional Clients Group)
Treasury Risk: Provides CCAR/DFAST stress testing metrics for Treasury AFS/HTM and FAS 52 work streams
Learn to perform the weekly and monthly BAU stress testing and economic risk capital production processes
Interface with Risk CAO, Risk Managers, Business Managers, Model Owners, Finance, and Corporate counterparts to ensure robust execution and compliance with all requirements
Knowledge of traded products with exposure to these risk factors: rates, currencies, credit, commodities, equities
Demonstrated ability for problem solving, independent work and attention to detail
Highly motivated with the ability to multi-task productively
A high degree of competence with Excel, Access and PowerPoint, as well as the ability to work under pressure will be critical

Global Consumer Risk Strategy & Reporting Resume Examples & Samples

At least 7 years of experience in Risk Management financial and risk information analytics
Experience in managing reporting and presentation assembly projects and processes with geographic, multi-data source, and deliverable timeline complexities - delivering same through influence & oversight
Expert in the construction of consumer risk MIS & executive/board & regulatory packages
Understanding of key credit risk performance metrics, macroeconomic indicators, and general banking concepts
Given guidance, ability to effectively work across all levels of management as well as and various internal information providers, functions, and geographies
Ability to work in transitioning or challenging environments
Excellent presentation preparation including stonng spoken & written English language capabilities
Strong analytical and detail orientation
Strong project management skills and ability to deliver on several reports / projects at once -MBA or Master’s degree in economics or finance preferred

Human Resources Lead Reporting Automation Analyst Resume Examples & Samples

Working knowledge of Oracle, MS SQL Server (SSIS, SSRS), ETL, Business Objects, and development of Visual Basic using Visual Studio
Experience indirectly or directly leading teams to deliver against initiatives
Experience managing processes/projects with attention to detail
Reporting experience in the preparation and management of internal reports and dashboards
Previous experience supporting HR strongly preferred

Human Resources Lead Reporting Analyst Resume Examples & Samples

Bachelor's level degree with six (6) years of related experience
Advanced experience with report creation using Business Objects, Cognos or similar Business Intelligence tools
Advanced experience with Excel, Access, Word and Power Point with regard to manipulating large amounts of data, performing analysis and creating reports for various levels of management
Experience directly leading teams to deliver against initiatives
Strong organizational and follow up skills
Flexible and decisive with an ability to multi-task and maintain composure in a high-volume environment
Ability to communicate effectively (both verbally and in writing) to all levels of management
Strong, creative problem solving skills (analyze and troubleshoot reports/data to ensure accuracy)

Consumer Reporting, Tools & Analytics Manager Resume Examples & Samples

Strong business acumen to quickly learn new business processes and understand how IT needs to support the business in achieving goals
Understanding of data bases, data infrastructure and Business Intelligence interfaces
Ability to build, maintain and support statistical models and reporting structures
Excellent problem-solving abilities; strong analytical skills; both quantitative and qualitative
Strong leadership; effective verbal and written communication skills; ability to influence others
Experience eliciting, documenting and communicating requirements during real time collaborative sessions with stakeholders located in different geographies Extensive experience facilitating the development and documentation of use cases
Experience as an information architect, interaction designer, or experience designer
Extensive experience working with demanding clients and working through difficult issues
Capacity to manage multiple work streams at once while delivering the highest quality assets for large scale projects
Ability to cut through ambiguity and desire to organize it
Strong ability to build relationships across team and organizational levels to help encourage and promote a collaborative environment
Excellent analytical skills and ability to assist in translating business functionality into clear, precise and easy-to-read business and functional specifications
Bachelor’s Degree in Computer Science, Information Systems, or Business Administration with 8 years of technical experience
Experience in a large financial institution
Innovative with Excellent analytical skills
Ability to develop technological solutions via Access, VBA, Excel, PowerPoint & drive teams toward consistent support/reporting frameworks for Senior Management
Knowledge of data manipulation techniques using SQL and/or SAS is an added advantage
Desired: Understanding of Oracle based technologies
Desired: MBA (focus in Computer Sciences/Information Systems) and/or commensurable experience

Portfolio Analytics & NCL Reporting Risk Manager Resume Examples & Samples

Conduct ad-hoc financial and risk analysis/reports to address concerns and issues; identify significant trends for reporting to senior management
Interact with senior management to facilitate understanding of business results
Partner with Risk organization to understand the source of data, and continue to improve the process of defining, extracting, and utilizing this data
Creation of monthly MIS materials
Collaborate with various teams within Risk to manage senior management meetings and decks
Collaborate with Global Risk to manage quarterly portfolio monitoring submissions
Fluent in SAS / SQL; ability to retrieve and analyze data
Statistical background a plus

Senior Supervisor Reporting Resume Examples & Samples

Ensuring that client deliveries are met to agreed service level agreements
Staff supervision
Review of weekly, monthly, quarterly deliveries
Assisting to lead on projects and process improvements and the resultant training
Develop strong, pro-active relationships with all internal and external customers
Working closely with other relevant operational peers to ensure that process risks are minimised
Deputise for Manager
Highly numerate

Junior Reporting Analyst Resume Examples & Samples

Support Senior Analyst to complete CCAR submission
Support ad-hoc data analysis and system process flow analysis
Support for downstream processes such as the stress testing, loan loss and other risk related processes
Work on data reconciliation between risk and finance systems
Opportunity to work with the Business and Technology teams to design and deploy technology solutions
Write business and reporting requirements
Participate in user testing and quality assurance

O&t-strategy Planning Unit Reporting Analyst Resume Examples & Samples

Graduate in numerate discipline (Mathematics, Statistics, Operations Research, Economics, and Finance)
Strong analytical skills and preferably have good understanding of the systems, processes, and MIS in a collections environment
Technical skills like SAS and data warehouse are essential
Needs to understand requirements to generate relevant MIS and be resourceful to find alternate sources when faced with time, data, and system constraints
Requires strong interpersonal skills; significant coordination with related units is required, such as Line Collections Unit, Credit Initiation, Risk Management and other regional/global risk units

Private Equity Reporting Analyst Resume Examples & Samples

Providing assistance in the daily operational accounting activities for the Private Equity legacy business
Prepare monthly Head Office reporting for Private Equity entities
Prepare required regulatory reports for fund that's regulated by NFA
Assist and support the annual external audit
Liaise with Tax Department regarding K-1s and partnership returns
Coordinate preparation of investor NAV statements
Ability to interact with product controllers and fund administrators

Branch Financial & Risk Weighted Asset Reporting Analyst Resume Examples & Samples

Providing assistance in the daily operational accounting activities of the Branch entities
Providing support in managing the preparation of monthly risk weighted assets for under Basel III
Preparing adjustments and other month-end close processes to support the formal financial close each month
3 - 5 years of experience in financial services preferably with a combination of Big 4 accounting firm and investment banking service
Basic knowledge of Financial Services
Basel III reporting experience a plus
Strong communication and organizational skills and ability to interact with UBS senior management
The ideal candidate should be motivated, detail oriented, team worker, and has the ability to work in a fast paced environment

Reporting Quality Assurance Manager Resume Examples & Samples

Analyzing critical Financial Reporting metrics and performing detailed risk and control assessments to identify areas requiring detailed testing
Planning specific testing strategy for high risk areas and working in conjunction with external/internal auditors
Knowledge of various monthly, quarterly, and annual financial reporting requirements for the U.S. branches including the Federal Reserve Board (FR Y-7N and Y-10F), FFIEC002, FFIEC0025, FFIEC09, FR2930, FR2900, FR2004, FR2028, etc., the U.S. Department of the Treasury (TIC B, TIC C, etc.) and the U.S. Department of Commerce (BEA 605, BEA 15, etc.)
Reviewing quality of the Branch Regulatory Reporting documentation
Testing techniques will include sampling of end to end transaction processing (back to source documentation), and resulting balances reported externally, as well as the effectiveness of key controls and documentation
Managing testing and approval process of any changes in the feeder systems impacting financial reporting. Also responsible for supporting and advising the Change Program in the implementation and enhancement of feeder systems
Managing a centralized QA governance forum to ensure proper collaboration and coverage with aligned QA functions
5 – 7 years of experience in broker/dealer
US regulatory reporting experience (a plus)
Very proficient in MS Office applications (MS Excel, MS Word and MS Access)
Strong Communication and Organizational skills
Strong documentation and organizational skills – ability to document work in a clear and proficient manner and be capable of multitasking on numerous responsibilities, while remaining organized
The ideal candidate should be motivated, detail oriented, team worker, and has the ability to work in a fast paced environment

Subsidiaries Reporting Resume Examples & Samples

Performing the daily operational and month-end accounting activities of various U.S. based subsidiaries
Responsible for preparing journal entries for legal entities financial statements for subsidiaries
Supporting the preparation of various financial packages presented to the Board of Directors, Senior Management and various Regulators
Assisting in the preparation of various monthly, quarterly, and annual financial reporting requirements for the U.S. subsidiaries including the Federal Reserve Board (FR Y-7N and Y-10F), the U.S. Department of the Treasury (TIC B, TIC C, etc.), the U.S. Department of Commerce (BEA 605, BEA 15, etc.)
Implementing new accounting policies and new business initiatives
Managing the delivery of month-end head office reporting
3 – 5 years of experience of consolidation reporting experience, in financial services preferably with a combination of Big 4 accounting firm and investment banking service
Solid experience in preparing Consolidated Financial Statements under IFRS and U.S. GAAP
Experience in financial and banking products (a plus)
Experience in dealing with implementation of financial reporting systems, front to back feeder systems, accounting policies and accounting for new products
Knowledge in MS Access, Excel, Word, PowerPoint, and Business Objects
Strong communication and organizational skills and ability to interact with UBS senior management on various committees, quarterly Board Meetings, and manage audits
Strong documentation and organizational skills – ability to document work in a clear and proficient manner and be capable of multitasking on numerous responsibilities, while remaining organized
The ideal candidate should be motivated, detail oriented, team worker, and has the ability to work in a fast paced environment

Sub Reporting Resume Examples & Samples

Preparing six sets of audited financial statements with the overall review of certain regulatory reporting deliveries (U.S. GAAP and IFRS).Support managing the monthly financial reporting closing process for several subsidiaries under IFRS, U.S. GAAP and Basel III rules. Responsibility includes ensuring that internal and external reporting requirements are delivered timely and in compliance with Group Accounting and Reporting Policies and various external regulatory rules
Managing the preparation of monthly consolidated financial statements for the U.S. holding company under IFRS and U.S. GAAP
Assist in managing the preparation of various monthly, quarterly, and annual financial reporting requirements for the U.S. Broker-Dealer and subsidiaries including the Federal Reserve Board (FR Y-7N and Y-10F), the U.S. Department of the Treasury (TIC B, TIC C, etc.), the U.S. Department of Commerce (BEA 605, BEA 15, etc.), and the U.S. Department of Housing and Urban Development (LEAP)
Preparing various financial packages presented to the Board of Directors, Senior Management and various Regulators
Responsible for developing trends analysis for various subsidiaries
Interact with senior management on new business initiatives including assisting in the annual financial forecasting and planning processes
Four year bachelor degree in Accounting
CPA and Experience in Financial Services, a must
MBA and broker-dealer experience, a plus

Manager, Epix Finance, Reporting & FP&A Resume Examples & Samples

Manage the financial reporting and FP&A for Epix including revenue and operations (i.e. Affiliate & Digital revenue, Marketing, Creative Services, etc…)
Work as business partner with operating groups for financial analysis and budget management
Prepare monthly close financial reporting and support schedules
Prepare monthly Balance Sheet account analyses and reconciliations
Perform financial modelling for EPIX projections and long range planning
Assist in Affiliate deal review and revenue accounting treatment documentation
Prepare monthly affiliate account reviews for Senior Management including subscriber reporting, trend analysis and revenue actuals/projections
Review affiliate remittances, subscriber reporting and cash collections; communicate any discrepancies
Review and prepare monthly journal entries including revenue recognition, marketing and advertising accruals, operating group accruals, etc
Support marketing team to evaluate marketing campaign budgets and plans
Assist in preparing board and budget presentations
Perform vendor contract reviews, operating departments cost planning and approval of invoices
Prepare payroll reconciliations
Provide financial audit support
Prepare footnote disclosures and financial support for the audited financial statements
Prepare tax reporting and planning work papers/filing support
Liaise across organization with Viacom Media Networks departments to ensure accurate reporting
Assist EPIX Controller group with change management and process enhancements
Assist with ad hoc management requests; general departmental support
Ensure that all relevant key controls are in place and functioning properly in accordance with internal policies and procedures and Sarbanes Oxley rules and regulations
Minimum 5-8 years relevant work experience
CPA (or equivalent) a plus
Team player with ability to work and communicate with people at different levels within the organization
Excellent analytical skills, with the ability to be thorough with attention to detail
Strong communication skills (oral, written & listening)

Human Resources Reporting Analyst Resume Examples & Samples

5+ years experience in a data reporting / analytics function
1+ years experience using an industry standard reporting tool (Business Objects, Microstrategy, Actuate, Web Focus)
Proven track record in service excellence
2+ years experience with query building (SQL, PS Query, etc.) providing high quality reports to satisfy multiple, concurrent requests
Ability to keep up with a high demand of report requests that require quick turnaround and extreme accuracy
Prior Human Resources or Human Resources reporting experience preferred
Highly effective communicator
Self-motivated and able to learn quickly on the job

Rohq-basel Reporting Analyst Resume Examples & Samples

Quickly comprehend the end-to-end global landscape and BAU process including system and process flow
Perform root cause analysis and explain drivers of reconciliation differences, data quality issues and variance analysis to key customers
Convey, organize, package and deliver ideas to manager, peers, partners and customers
Build partnerships with key stakeholders from multiple work areas by engendering trust; engage key stakeholders to explain reasons for variances/data quality issues, drive stakeholders to implement sustainable solutions
Resolve and drive resolution of issues with intermediate complexity
Recommend process reengineering and implement where accountable
Assess effectiveness of controls, communicate gaps to management and enhance where required
Develop strong knowledge of businesses/products and underlying detailed data
Deliver requirements under tight deadlines
Bachelor's degree in Finance, Accounting, Economics or equivalent experience is required
1 years of finance or credit risk experience
VBA/SQL is a plus
Must have strong reconciliation and data quality analytics skill sets and ability to enhance quickly
Demonstrated experience in data tracing isa plus but not required
Consumer banking products experience or exposure is a plus but not required
Previous exposure to regulatory reporting isa plus
Exposure to global processes and teamwork across various locations and cultures isdesirable
Good interpersonal/communication skills (oral and written)
Possess strong team-player orientation
Experience in working with a variety of risk or financial platforms, previous experience with Citi systems is desirable but not required
Must be resourceful with the ability to multitask

Service Team Specialist Reporting & Process Support Resume Examples & Samples

1-2 years relevant business experience
Thorough understanding of assigned business, reporting, or process discipline
Intermediate to advanced PC/MS Office skills including proficiency with Access
Intermediate to advanced reporting software skills
Very good research/analytical skills
Very good time management skills
Very good project team participation and (occasional) leadership
Very good people skills and ability to effectively interact with diverse individuals

Tax Senior National Tax Compliance & Reporting Resume Examples & Samples

An undergraduate degree and approximately 2 years of related work experience; or a graduate degree and approximately 1-2 years of related work experience
Related work experience in US income tax compliance or tax accounting or equivalent experience in business or industry preferred
CPA or Enrolled Agent certification (obtained or in process)
Strong teaming skills

Tax Manager National Tax Compliance & Reporting Resume Examples & Samples

An undergraduate degree and approximately 5 years of related work experience; or a graduate degree and approximately 3-4 years of related work experience
CPA or Enrolled Agent certification
Strong project management skills
The ability to effect change and adapt to change quickly

Internal Audit, Reporting Group, VP Resume Examples & Samples

Development of Audit Committee materials
Execution of Audit Committee process, including forward agenda, meeting agendas and communication to senior leadership and the Board of Directors
Research and interpretation of regulatory standards
Interface and coordination with regulators
Act as representative for Internal Audit in various IA project initiatives
Project management and organization skills – ability to prioritize effectively, multi-task and meet competing deadlines; ability to work strategically and tactically; accurate and detail oriented
Judgment & decision making – think creatively to develop solutions

AMG Ops Reporting Analyst Resume Examples & Samples

Minimum of five years proven and progressive financial and/or regulatory reporting experience in the Asset Management industry or equivalent
Bachelor’s degree in business, finance, related field or equivalent experience
Excellent organization skills with attention to detail combined with ability to take complete ownership of issues, work independently with confidence and deliver to deadlines in line with expectations
Diligent and pro-active approach to work, initiative, self-starter and ability to work independently while escalating issues as necessary to management

Senior Financial Analyst, Executive Reporting Resume Examples & Samples

Minimum 2 years’ experience in finance function
Expert level in Excel, PowerPoint and expert in Essbase and SmartView
Strong interpersonal skills, energetic, and positive attitude
Strong oral and written communication skills; tailors messaging and reporting to audience and explains complicated and technical material in simple terms
A self-starter, high-energy team player that can shift focus among several efforts as required by changing priorities and deliver results under tight deadlines

Implementation Reporting Analyst Resume Examples & Samples

5-7 years of exposure to the bank with comprehensive knowledge of Cards, payments and commercial businesses
Broad knowledge of Bank products, services, organization and banking group interrelationships
In depth knowledge of TPS Implementation organization, processes and standards
In-depth knowledge of reporting and performance metrics
Performance and results driven, with strong problem solving capabilities
Strong written/verbal communication and interpersonal skills
Working presentation skills in addressing both small and large audiences
Strong prioritization, organization and multitasking skills
Advanced skills in Excel, Access, PowerPoint and Word
Experience with Livelink and Spotfire preferred
Ability to work autonomously but within a highly collaborative environment
Ability to work effectively with remote teams

Lead Reporting Analyst With Cognos Resume Examples & Samples

1) Deliver solutions for reporting to support strategic decision making
Provides high quality adhoc and production information to BMO Executive, Senior Management team and other partners as required
Provide portfolio reporting through the development of standard reports of account and customer level information needed to deepen our customer knowledge and improve the effectiveness of single, simple, seamless E2E (End to End) delivery
Collaborate with cross functional teams to ensure accurate and streamlined processes exist for validation and reporting
2) Responding to internal and external requests for LOB related information
Creates and delivers ad-hoc, scheduled, & parameterized reports based on requirements
Assist in the management of the automation of manual processes
Should have minimum 6-7 year of work experience
Possesses a university degree/college diploma in applied technologies and/or
7 years systems, analysis and programming experience with extensive business knowledge
Demonstrates solid understanding of the Software Development Life Cycle (SDLC) and Quality Assurance requirements and software development control and release procedures
Exhibits good understanding of relevant technologies
A person with Corporate and Commercial Lending experience will be preferred
SQL scripting,
Strong UNIX platform and scripting language skills
Strong RDBMS like Oracle, SQL Server and Db2,
Cognos / Spot fire or Business Objects (with Cognos as a must have and others nice to have)
Demonstrates good leadership skills and independence

Reporting Applications Developer Resume Examples & Samples

Degree in Computer Science/Information Systems or 4 years related experience
Strong working knowledge of Crystal Reports and SQL Reporting Services (SSRS)
Strong MS-SQL skills including stored procedures
Two years’ experience application development using Microsoft Development Tools
Experience in Microsoft Office applications and development tools beneficial
Experience in the Financial Services industry beneficial
Proven ability to manage your own daily responsibilities and prioritize tasks
Ability to work as a part of a team

OC&R MI Reporting Resume Examples & Samples

Evaluate requests for new reports, and develop, test and move new reports to production when approved
User-test database enhancements and other development modifications
Monitor access privileges of report recipients and new requestors
Ability to challenge the status quo and think innovatively
Strong teamwork, interpersonal, influencing and conflict resolution skills
Solid written and verbal communication skills
Strong analytical skills & ability to synthesize information
Proactive approach and able to work independently
A Degree in Business, MIS, Engineering, Finance, IT or Accounting is preferred
Knowledge of different types of reporting platforms such as Business Objects would be a plus
Exhibits sound judgment in decision making

PC Inventory Valuation Reporting Resume Examples & Samples

New Default Claim coordination roll out within PC
Advises PC on recovery rates and provisioning impacts
Ensures correct accounting of the claims
Manage and process recovery rates change and provision change for counterparties
Reconciliation of centrally managed defaulted counterparties claim balances to General Ledger for all region including Zurich
Handles the relevant postings and updates into GLAD, Provision Database and GPL
Account Ownership (GLASS) reconciliation and sign-off
Accounts & subaccounts maintenance
Book Management Process (GBM sign offs)
This role will work closely with CRM/Operations/GC/Expense Management/Internal and External Auditors
MIS Reporting
Ad-hoc reporting requests
1-4 years of financial service with accounting experience
High level of numeracy and literacy, attention to detail and well developed analytical skills
Advanced Excel Skills required
Inquisitiveness and a willingness to challenge and ask questions
Good communication skills, especially the use of written prose and graphical analysis
Understanding of when to escalate for management attention
Ability to work to tight deadlines on a daily basis
Comfortable with the presentation and manipulation of data
Comfortable with financial systems and reporting packages / General Ledger queries
Ability to apply key controls to reporting and processes
Ability to interact with and support clients for all aspects of counterparty default process

Clerk A, Royalty Reporting Resume Examples & Samples

Update Media Maestro database (Royalties System) calculation tables and data file attributes required for processing data from interfacing systems
Perform monthly data file loading into Royalties System, including monthly data calculations, system data adjustments, as required, PeopleSoft file uploading and Hightail FPT processes
Maintain department's monthly data processing schedule and research archives
Perform reconciliations on financial data for accuracy in Excel, Access or Royalties system
Research system data exceptions for resolution by supervisor or directors
Troubleshoot data processing issues and report to supervisor for resolution
Utilize Microsoft Office and various PC applications daily
Maintain a detailed audit trail of all data verifications and organized files
Bachelor's Degree in Information Technology or Math, Accounting or Finance with Information Technology classes
Minimum two years of job-related experience in Accounting or Finance with proven strong data analysis skills
Minimum one year experience with text file structures to sort, search, replace and extract data within the text file
Minimum two years of experience working with data in relational databases using MS Access and/or Qlikview programs to join tables, create queries, design reports and export data into Excel. Visual Basic programming skills, a plus
Must be proficient in Excel
Especially with pivot tables to sort, group and summarize data
Must be able to export/import to and from text file
Must be able to work independently, multi-task, and meet strict deadlines
Excellent detail tasks and research skills
20th Century Fox Film is one of the world's largest producers and distributors of motion pictures. 20th Century Fox Film produces, acquires and distributes motion pictures throughout the world. These motion pictures are produced or acquired by the following units of 20th Century Fox Film: Twentieth Century Fox, Fox 2000 Pictures, Fox Searchlight Pictures, Fox International Productions, and Twentieth Century Fox Animation

PMO Reporting Analyst Resume Examples & Samples

Assisting with the compilation of project management reports. Maintaining programme and project files from supplied actual and forecast data
Ensuring adherence to relevant project standards and measures as required
Working with team on automation of reports through use of Excel and other reporting tools
Developing MI reporting dashboards through excel, and other tools as identified
Strong Excel, Macros, PowerPoint and MS Skills are essential to the role, Cognos and SharePoint toolset capability would be an advantage
Professional communication skills- making oneself understood, sharing information, listening to and encouraging others to get involved

Pa-governance, Reporting, Risk & Control Resume Examples & Samples

Extensive diary management, this includes, external and internal meetings globally, arranging steering committees both fortnightly and monthly, off-sites, full day workshops, dealing with all onsite IT support and catering services. Ensuring all agenda, packs and materials are compiled and printed beforehand, following up on actionable items and ensuring deadlines are met
Managing and prioritising inbox email, flagging urgent items as required
Arranging complex global travel, liaising with internal and external contacts for all bookings and meetings. Arranging all required Visa and passports; ensuring detailed itineraries are prepared along with briefing packs
Logistics for all meetings (including multiple MD level meetings) ie room bookings, VC requirements, both within UK and globally
Expense reports and arranging payment for invoices
Working alongside other PA's within the team to provide cover when required
On boarding new joiners and arranging seating requirements
Raising and chasing to completion all appropriate hardware, software and process requests
Keep email distribution lists and chat channels up to date
Maintaining departmental records, e.g. employee contact details, database
Dealing with confidential and private information with sensitivity
Assist in the support of the Compliance Committees working with the team and CMT members
MS Office: Extensive use of Word, PowerPoint, Outlook, Excel
Sharepoint or other file sharing software
Flexible and organised approach
Well organised and ability to prioritise effectively
Proactive and flexible - arrangements will change and need re-organising at short notice
Knowledge of how Committee processes work would be desirable
Experience in supporting committees would be desirable
Motivated self-starter
Polite and friendly phone manner

Functions IT Gfts Basel Reporting Resume Examples & Samples

Candidate should have minimum 3 years' experience in Abinitio and Informatica with strong ETL performance tuning capabilities
Must have Good experience in design, development and implementation of DW solutions
Banking or financial industry experience will be helpful
Must have basic knowledge of UNIX operating system. Unix Shell Scripting
Basic SQL hands-on experience is a must
Must have an in depth knowledge of data warehousing concepts and technologies

Functions IT Esit Comp MI Reporting Senior Developer AVP Resume Examples & Samples

Strong experience report development with SAP Business Objects reporting tools (BO Web Intelligence 3.1, 4.0 and Universe Designer)
Hands-On Experience in Universe Building on Universe Designer, and migration of the same across BO environments
Experience in database development – Oracle, SQL server 2005/2008
Knowledge about ETL processes and ETL development skills is a plus
Experience in SQL Microsoft's BI tools - SSRS, SSAS, SSIS is a plus
Experience working with cross functional Dev, QA, Test and Production Team
Ability to integrate information from multiple sources to execute effectively and efficiently in dynamic environment
Financial business knowledge is a plus
Work independently with attention detail
Skills in MS Office, ability to create documentation and presentations, develop spreadsheet
Working knowledge with Version control (PVCS, CVS or Perforce), release/configuration Management
Experience of working with the Compliance function within an Investment Bank
Minimum 8 yrs of experience as a business analyst preferably in Financial/Investment banking domain
Minimum 2:1 or equivalent degree from a recognised university or Bachelor’s Degree from a recognised 4 year college or university
Understand the trade flows and have a good exposure to asset classes of equities, fixed income and derivatives
Good analytical ability to understand business flow and capability to go to the details
Excellent communication skills with onsite –offshore communications exposure
Ability to understand relational model and referential integrity
Exposure to SDLC Documentation standards
General understanding of the finance markets and environment
Willingness and capacity to learn complex financial concepts relevant to the role in Compliance IT
General understating of Compliance Regulatory processes

Finance & Reporting Analyst Resume Examples & Samples

Day Cost Centre management
Line by line analysis of budget lines, investigating and correcting any anomalies
Identifying any financial risks and reporting them to leadership
Delivering month end financials and commentary on time
Driving accurate Financial MTP/STP/RAF submissions to Finance deadlines
Tracking Project-related spend and ensure all non-BAU costs are recovered
Raising Purchase Orders and ensuring invoices are processed on time
Owning and resolving any payment queries
Accruals, Prepayments and Staff costs attestations
Recoveries of all non MWST spend e.g. Project Tracker, Daily Cost Centre Recovery Report
Working with Tower Lead to understand his costs and how we can affect these
Supporting Depreciation run off and reinvestment
Input to monthly Unit Costing / providing costs information for Strategic Based Billing
Procurement – Requisitions and e-Matching
Tracking of maintenance & support contracts
Providing process improvements, implementation and efficiency
Strong Excel skills, preferably Microsoft Office 2010 Word, Outlook & PowerPoint
At least 3 years of experience in Finance (qualification is a plus)
Strong analytical background working with large finance data sets a plus
Excellend English skills

Assistant VP Bcardfinancial Reporting Finrep Resume Examples & Samples

Preparing quarterly RACE submissions for Barclaycard as part of the Finrep reporting cycle, including reconciliation and review of SAP / RACE data to ensure changes are reviewed in line with Finrep requirements
Detailed analysis of the balance sheet o ensure Finrep submissions are in line with agreed definitions from the EBA
Work with stakeholders across the business to ensure data submissions provided for Finrep are in line with agreed standards and attestation level
Act as a key point of contact for Financial Reporting or EBA queries on submitted Finrep data
Manged the quarterly Finrep attestation process (Financial Controller attestation) ensuring that this is presented and signed off within agreed timescales
Support the preparation of all Barclaycard RACE reporting, ensuring the completion of supplementary analysis and clearance of RACE validations is completed accurately and on a timely basis
Monthly reporting responsibilities including KVD (Key Value Drivers) reporting, impairment review and reporting and attestation responsibilities including co-ordination of all Credit Risk attestation processes and controls
Supporting monthly reporting requirements working closely with the Financial Reporting team and Business Unit Controller teams
Experience of working within a financial management environment, in a blue chip or financial services organisation

Systems Administration & Reporting Resume Examples & Samples

LaborManagement System data input and software maintenance - inputs production andtime as required
Generatesdaily, weekly, monthly DLx reports and distributes to designated individuals
Generatesweekly/monthly GROW reporting for the entire campus, maintains facility GROW boards
Supportall WMS change control procedures
EnsureSOX compliance for all WMS and DLx consistency and access
MonitorKronos to provide visibility to inconsistencies data to Campus Supervisors forfollow up
Helpsmaintain daily associate schedules in Labor Management System
Completedaily time and attendance reconciliation between DLx and Kronos systems
MaintainCoaching Tracking System. Provide daily, weekly, monthly, and yearly reportsto management
Orderfulfillment of GAP Foundation product(Fresno only)
Otherduties as assigned
LaborManagement System- Responsible for the daily maintenance of time and productionfeeds, employee profiles and schedules
ProductionReporting - Responsible for providing daily, weekly and monthly LaborManagement reporting to members of leadership
Abilityto maintain confidentiality
Effectivecommunication skills both verbal and written at all levels
Anoverall understanding of the DC processes and business functions
Proficientin Word, Excel, and Access
Knowledgeof Warehouse Management Systems
ExcellentTime management; organizational skills; detail oriented
Abilityto work on multiple projects
Abilityto focus on the needs of all customers
1-2years of college preferably work towards a technical degree
OTrequired
Flexibilitya must
Greatattendance record

Technical / Reporting Analyst Resume Examples & Samples

Authority in our Reporting database schema and table/field definitions
Develops new reporting as necessary which will include writing source code, sourcing appropriate data, and maintaining report usability for distribution
Ensures automated reporting is current and available
Continually review/adjust current reporting to ensure data integrity
Create, maintain and update reports to reflect call center trends and focus, identify areas of opportunity/success, analyze performance, and forecast impact
Work with other team members to create and maintain a dictionary detailing the metrics, attributes, and measures contained in the team’s reporting solutions
Interface with Corporate reporting teams to help ensure consistency and clarity of similar data sets/reports created between groups (i.e. IR, Kronos)
Use time management techniques to ensure on time task completion and identify conflicting priorities to management
Provides ad-hoc reporting and analysis as needed

European Market Infrastructure Regulation Delegated Reporting Service Manager Resume Examples & Samples

Triaging, logging and co-ordinating responses to client queries in a timely and professional manner, obtaining specialist input where required
Undertaking investigations in relation to client static data queries and managing resolution of these, including definition and implementation of any remediation activity
Production of client query metrics for senior management and regular reviews of client queries with Compliance, to identify any issues or potential complaints
Ensuring that the agreed control environment is maintained and enhanced, with appropriate controls in place including periodic reconciliations
Co-ordinating periodic backloading and any remediation activity as required, working with project managers, business analysts and IT to ensure correct processes followed and issues managed
Maintaining and refreshing FAQs, briefings, standard email response and other client and front office communications, and supporting the delivery of internal briefings
Proven organisational and stakeholder management skills
Proficiency in MS Excel, Word and PowerPoint necessary, and familiarity with SharePoint is preferable
In depth experience in industry
Experience of banking regulation (e.g. MiFID, Dodd Frank, EMIR) in an investment banking organisation preferable
Wider financial services and/or regulatory experience essential
Formal project management qualification (e.g. PRINCE2) desirable, with strong background in project planning, reporting, risk and issue management and controls essential
Experience in achieving results in a project context using resources that do not report directly to you (e.g. from clients, from other departments, external suppliers)
Proficient general business analysis and problem solving skills

Senior Analyst, Strategic Reporting Resume Examples & Samples

Develop a strategic communications approach across TDI Leadership, streamline the reporting process and ensuring timely support of all strategy-related requests
Develop strong working relationships with TDI Leadership and the rest of Bank
Ensure consistent and aligned communications across all stakeholders, keeping in line with TD Insurance's vision, mission and strategic direction
Ensure that ad hoc requests can be answered appropriately, in a timely manner, without affecting the daily, ongoing strategic initiatives of the group
Support the strategy formulation process and development for the different insurance businesses
Develop subject matter expertise around our businesses and be able to provide executives with guidance on messaging, communications and presentation
Play a key role in supporting Leadership on strategic TD assessments, ventures and initiatives
Coordinate and/or develop communications to key stakeholders; including progress against strategy, progress against annual plan, investor relation inquiries, monthly operating results, etc
Develop and present senior management level presentations, outlining proposals and key milestone updates
Actively support new business activity where required
Identify, assess and develop responses to major economic, regulatory and demographic trends/changes impacting the Insurance business
Develop extremely high-quality work products in various formats; formulate strategic recommendations for senior leadership and executives

Senior Analyst, Governance & Reporting Resume Examples & Samples

Creating net new risk and control reporting and streamlining and improving existing reporting from partner business lines
Mapping available data for both operational and enterprise level reporting and building both manual and automated mechanisms for ensuring that data is retrieved and reported on a regular, repeatable basis
Use solid analytical skills and an excellent knowledge of risk and control trends to provide timely expertise, advice and guidance to business partners
Prepare monthly recurring reports and analysis and lead discussions on risk and control matters with business partners
Experience in analyzing and commenting on business performance as it relates to risk and control including data analysis identifying operational risk and control trends and root causes
Conduct ad-hoc reporting, forecasting and analysis, including business cases as required to support internal and external business partners
Develop and assist with the implementation and review of the quality of outputs based on business policies and standards

Reporting Internships, ABC News Spring Resume Examples & Samples

Support producers and editors in the edit rooms for day-of-air pieces
Tape research and transcription
Assist producers with research and development for investigative broadcast pieces
Pitch, report and write stories for the investigative unit's website
Assist in the daily administrative duties of running the unit
Digitize and log footage
Research and write
Assist in booking
Pitch original story ideas and research characters
Various administrative duties including sensitive show information
All candidates must have strong proficiency in Microsoft Office with an emphasis in MS Word & Microsoft Outlook
Students pursuing a degree in journalism or equivalent
Demonstrated experience (academic or previous internship) in broadcast or print journalism
Previous experience (academic or internship) in writing for news stories
Demonstrated interest in business, legal, medical and/or current affairs stories
Demonstrated interest (academic or previous internship) in investigative journalism

Senior Financial Contract Reporting Analyst Resume Examples & Samples

Prepare participations statements leveraging a new state-of-the-art Participations system, WB’s enterprise SAP platform, existing tools, and analytical methodologies
Activities include performing current and historical data analysis and verifying that reporting is in accordance with contractual agreements. The analysis work takes into consideration the windowing and release patterns of film/television/other product, distribution cost trends analysis, etc. Research on underlying transactional activity can require usage of SAP and/or other line of business components
Review statements prepared by other team members to ensure accuracy and contractual obligations have been met. Provide feedback to preparers to make changes and correct errors, as needed
Identify improvements and enhancements related to FCRA’s participations system (aka Sylvester) and participate in testing
Support ad-hoc and special projects, including, but not limited to presentations to management and staff, buyout calculations, etc. Attend training sessions and cross-divisional forums as needed

Institutional Securities Reporting Controller Resume Examples & Samples

Daily/monthly/quarterly financials by division, by product for the Global/ ISG business units
Expense and revenue analysis
Profit-before-tax level pack production
Various ad-hoc reporting request for the ISG business units
1-3 years of relevant work experience
Strong analytical and technical skills (including Excel and PowerPoint)

DTC Reporting Analyst Resume Examples & Samples

Develop retail reporting tools using a.o. Omniture, Business Intelligence and Excel
Validate, enhance and distribute reports on a scheduled and ad-hoc basis
Maintain forecasts, budgets and targets for the Retail part of the Operations Planning process
Present information to own and other Business Units
Measure retail performance against expectations and objectives
Daily monitoring of sales in E-commerce, O&O and Franchise retail stores
DTC reporting
Ecommerce reporting: create and update periodical (weekly, monthly) reports both commercial and financial, be able to reconcile gross/net figures and currency exchange
Ecommerce reporting: create ad-hoc analysis to investigate business performance
Review daily shipments and coordinate these with responsible department heads
In close contact with retail store management
Ability to combine data coming from different systems and set up semi-automated reporting
Ability to multi-task in a high-pressure environment with deadlines
Ability to think creatively, pro-active and sales driven
Well organized and efficient
English and preferably a second language
Excel – experienced user
Systems: Adobe Omniture, SAP BI
2-4 years of relevant work experience in DTC support
Proficiency with Microsoft Products (i.e. Excel, Word, Outlook)

Reporting Tools Business Analyst Resume Examples & Samples

Assessing current systems, tools and processes and looking for improvements
Interacting with numerous clients and stakeholders to gather requirements
Developing and maintaining business requirements documents
Helping to influence and design business transactions and operations
Documenting and analyzing business processes using process modeling tools and other techniques as appropriate
Documenting functional requirements for use by application designers and developers
Creation of test strategies for all major releases
Participation in all aspects of testing including user acceptance testing, system testing, and regression testing
3 - 5 years of experience implementing Business Intelligence tools from a requirements and testing perspective required
3+ years experience as a Business Analyst involving both internal and external client interaction
Prior experience in business process design, workflow analysis and documentation, project tracking and reporting is strongly desired
The ability to work within a geographically dispersed team environment and positively affect the team dynamics

Analyst Compliance Monitoring & Reporting Resume Examples & Samples

Track and monitor regulatory requirements/requests
Liase with internal (team leads within WCM) and external stakeholders (e.g. Model Risk and Vetting, and Basel Compliance group) to facilitate the operational requirements within WCM
Undertake ad hoc projects, such as policy and procedure documentation, regulatory requests, portfolio data analysis and etc
Produce Quarterly monitoring and tracking reports related to models - condition tracker, trigger monitoring and compliance issue log
Document Annual model validation (qualitative analysis)
Coordinate Annual Basel Compliance assessment
Facilitate well-structured documentation management in sharepoint. Assist in developing group operating requirements Participate in Adhoc projects - regulatory requests, analysis, presentation and etc
2 year experience in a credit/financial/risk management environment preferred
Experience in professional writing and presentations
Proven competence in working with Word, Excel, PowerPoint and Access Database
Excellent communication skills both written and verbal
Excellent organizational skills and attention to details

Controls Reporting Analyst Resume Examples & Samples

Ensure all required training is completed as appropriate
Bachelor's degree in accounting, finance, or business related field
Demonstrated knowledge of mortgage and consumer banking industry concepts
2-4 years experience with program management, executive presentations, and advanced analytical skills
2 years experience in the financial services industry to include business operations, program management, risk management, audit or operations
Experience extracting data from databases highly desired, with an ability to build databases a plus (Database examples include Access, Business Objects, etc.)
Experience with Sharepoint Administration & Development highly desired
Experience with Phoenix a plus
Collaborative team player able to develop meaningful and effective working relationships with fellow colleagues
Effective communicator with excellent written and verbal communication skills
Ability to manage multiple assignments and meet tight deadlines within a team environment

SQL Reporting Analyst Resume Examples & Samples

Develop complex SQL queries in a fast-paced environment
Interface with team leads to define reporting requirements
Track and communicate project status to team and management
Enhance the on-going development of Cross Sector Access databases
Minimum of 5+ years technology/reporting experience required
Technical proficiencies in Oracle(or other DBMS)/Database Reporting/VBA required
Advanced database and SQL knowledge to develop data stores, queries, etc
Ability to analyze data and metrics to identify risk, performance and quality issues, and variances/trends
Advanced problem solving skills
Awareness of AML regulation and banking products
Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community - Strong attention to detail
Must be able to adhere to strict expectations where accuracy and timeliness are concerned
Must be a self-starter, flexible, innovative and adaptive

Rohq-basel Reporting Analyst Resume Examples & Samples

1+ years of finance or credit risk experience
Demonstrated experience in data tracing is a plus but not required
Previous exposure to regulatory reporting is a plus
Exposure to global processes and teamwork across various locations and cultures is desirable
Possess strong team player orientation

Sourcing Reporting Analyst Resume Examples & Samples

Experience with Sourcing/Contracting process and environment
Strong background in Microsoft Excel and PowerPoint
Detail-oriented. Must have strong organizational, communication(verbal and written), and business partnering skills
Strong data analysis and data manipulation skills
Must have ability to multi-task and work effectively and autonomously in a self-directed, fast-paced, dynamic environment
Experience with Ariba, Microstrategy, and Sharepoint
Experience with Spend Reporting and Analytics
Ability to write SQL scripts to pull data

Institutional Securities Reporting Controller Resume Examples & Samples

Good time management skills with an ability to adapt to meet demanding deadlines
Ability to adapt to changing environment quickly and effectively
Sound analytical skills that support prompt identification and resolution of issues

Senior Financial Contract Reporting Analyst Resume Examples & Samples

Analyze, interpret and summarize complex financial reporting provisions of talent, production, and distribution agreements related to Feature Films and other content as well as liaise with business affairs and corporate legal to ensure that interpretation of deal points are in compliance with the contractual intent
Setup and maintenance of deals in WB systems to support profit participation reporting. The Sr. Analyst is often tasked with reviewing the work of team Analysts
Handle research and special projects as assigned. Attends training sessions and cross-divisional forums, as needed
Track new product and maintain status reports to prioritize and expedite workflow

Business Program Lead-rainbow Transformation Readiness & Metrics Reporting Resume Examples & Samples

Work with Director of Transformation Readiness to manage the readiness of the organization to adopt and leverage Rainbow
Develop and execute readiness plans requiring coordination and integration across multiple Citi businesses across the US while minimizing business (BAU) disruption
Provide strategic insights and direction in coordination with business stakeholders and ensure client experience is prioritized
Understand both business and technology stakeholder priorities, determine best path forward and develop and implement transformation readiness plans and activities across impacted stakeholders
Act as liaison between Technology and Business managers, working directly with each to develop best practice transformation readiness activities
Interface with segment managers; help codify the processes and systems that will support the envisioned segment treatments across the various service competences for Global Rainbow implementation in the U.S
Own the development and maintenance of Rainbow Impact and Adoption metrics for the North America business. Coordinate with Global stakeholders, Finance, Business representatives and technology partners to constantly refine and improve impact metrics
Coordinate with the business and analyze adoption metrics and propose solutions to increase adoption further with key business stakeholders
Manage multiple and concurrent projects as well as BAU efforts
Identify and communicate key risks and issues and manage / track appropriate mitigation plans. Escalate as appropriate
Provide regular reporting of project / program progress
Extensive experience developing and implenting Transformation Readiness and communication plans and activities
Expertise with regard to Citibank structure, culture, relevant stakeholder identification and management - ensuring Transformation Readiness and communication plans are fully representative and appropriate to Citi
Preferably has extensive background in Citi branch methodologies and processes, and exposure to various front-end applications
Proactively recognizes inter-dependencies across teams and drives toward streamlined and unified Transformation readiness and communication plan
Ability to identify appropriate customer and banker experience, aligning customer and banker experience with program needs, and establishing the

Mgt Reporting & FPA Analyst Resume Examples & Samples

Financial validation and tracking actual performance against budgets and forecasts
Database Management
Prepare monthly database updates for various systems and platforms Validate data source feeds with end-user databases
Provide technical support related to most aspects of Management Reporting/Financial Planning & Analysis processes to at least one country and/or business
Strong team player, willing to learn and share experience with other team members

Rohq-fro-mgt Reporting Analyst Resume Examples & Samples

Prepare monthly estimates, forecasts, outlooks, and annual budgets
Analysis of monthly top-level product/expenses and identifying revenue drivers and expense variances
Prepare monthly database updates for various systems and platforms
Prepare functional transfers in Pearl and FRS in relation to correction of errors and reorganization of accounts
Identify and implement process improvement initiatives or standardization ideas that will increase productivity and efficiency, reduce cycle or processing time and reduce error rates
Excellent English written & verbal communication skills
Familiar with the shared service set-up, its financial reporting requirements and local regulations applicable to each supported geographies

Consolidation Reporting Analyst Resume Examples & Samples

To participate designing/ building/ running additional entity reports for Credit Suisse Securities USA LLC for implementation of risk governance framework development of daily and weekly risk reporting for the clusters for the Americas REGION, IHC and CSSU
Knowledge of financial products, financial markets
Basic understanding of market risk methodologies: VAR and other risk measures
Proficient VBA and SQL knowledge would be desirable

Monitoring, Reporting & Assurance AVP Resume Examples & Samples

5+ years experience in a sustainability position with Corporate Social Responsibility (CSR) assurance & verification, and/or CSR reporting advisory experience for a public accounting firm or a consulting practice; or particular business/industry experience to meet special needs
Experience with and knowledge of the Global Reporting Initiative (GRI) and other global standards assurance and sustainability reporting standards
Hands-on data management and data analysis experience, including database building, data mining, and multivariate analysis; predictive modeling techniques a plus
Understands the systems responsible for the current collection of sustainability and CSR data supports measurement tools, processes and reporting tools
Ability to transform complex analytics into a simple, visual story to influence decision makers
Experience with Sustainability Data Management Systems (a plus
Strong project management skills, including the ability to prioritize and manage multiple issues, manage scope and contain risks
Passionate about data and metrics. Quantitative reasoning skills, including the ability to work with numbers and to summarize data into graphical or tabular forms
Strong presentation skills with the ability to present, explain and discuss results of analyses to effectively drive fact-based decision making within all levels of the organization
Experience with Excel and PowerPoint using advanced level spreadsheet analytics for developing presentation
Experience with environmental foot-printing, lifecycle analysis, sustainable supply chain planning and/or carbon markets is a plus
A professional presence with the ability to quickly establish personal credibility and demonstrate expertise with senior leaders and assurance providers as well as stakeholders in the business
Extensive experience working in a team-based environment
Personal initiative/drive and fast thinker and learner
Detail-orientated – ensures all critical aspects of a task are attended to
Highly organised and methodical – follows up to ensure tasks are completed correctly and on a timely basis and ability to prioritize
Quality conscious – high attention to detail and low rate of errors

Client & Sales Reporting Resume Examples & Samples

Business Performance Review: Production, review, analysis and commentary for daily, weekly, monthly & quarterly business packs for Business heads
Drive efficiency: Design and automate reports using Business Objects. Identify opportunities for process reengineering/improvement
Supervision: Functional management of offshore resource
Ad Hoc: Projects and Queries as raised by senior Finance and Business Unit management. Provide value add analysis on client performance. Provide support to the business unit on ad-hoc queries
Qualified chartered /management accountant
Prior finance experience in Investment Bank or FTSE 100 companies (preferable)
Proven management reporting experience with ability to present data / information in a manner that will provide insight
Ability to partner and work effectively with different groups in Finance, Business and Technology
Highly organized with ability to coordinate and prioritise varying tasks and deliverables to multiple stakeholders
Strong analytical & problem solving skills
High regard for attention to detail and accuracy
Strong inter personal/ relationship management skills
High self-motivation and the ability to work both independently and as an effective team member
Resilient and open attitude to challenges and client requests, continually seeking to improve
Technical aptitude to understand data-flows and systems
Working knowledge of Business Objects (preferred)
Proficient in MS Office, specifically a strong command in Excel and PowerPoint

Manager, Metrics & Reporting Resume Examples & Samples

Conduct quantitative and qualitative analysis and prepare budget, forecast and program volume metric documentation for the VP of Digital Supply Chain Operations
Responsible for providing guidance in the use of operational metrics, including key process indicators, quality metrics for tactical decision making and strategic planning
Develop a single source of truth, where possible, in order to minimize redundant efforts and maintain a high level of reporting accuracy
Provide increased focus on analytics and emphasize development of subject matter expertise within internal teams
Automate reporting and build in process efficiencies to minimize manual analyses
Work with the internal business partnership and planning area to adjust volume forecast on a quarterly and monthly basis
Report volume expectations so that the department is able to plan and adjust resource needs
Performs proactive checks and balances to identify operational anomalies
Utilize volume expectations to determine where possible bottlenecks may occur and warn internal teams and provide staffing or coverage suggestions
Work with internal teams to find ways to use existing databases and systems to easily access and efficiently pull volume reports and provide metrics

Team Lead-liquidity Measurement & Reporting Resume Examples & Samples

The role is within the global LMR team that has responsibility for ownership and production of liquidity reporting for regulatory purposes (including the U.S LCR, Rule 2052a - 5G, NSFR). The 5G reporting will be implemented in January 2015
The lead will be responsible for a team of reporting and technical specialists, as well as day to day management of LMR staff members. The team will be comprised of people in New York and our Center of Excellence in Pune, India
Core responsibilities, other than the delivery of the regulatory reports, would include: ownering the governance and controls around the regulatory reporting process in the U.S; addressing ad hoc requests for information from the business, senior management and the regulators in relation to the US regulatory reports; and collaborating closely with Treasury, Risk and Regulatory Policy
Significant involvement in all regional rule application, interpretation, judgement matters, engaging Risk and Regulatory Policy to provide advice where required in relation to regulatory reporting
A high profile and dynamic role with extensive exposure to senior management that will drive forward the US liquidity reporting process by designing, implementing and managing change in an evolving area
Detailed knowledge on regulatory liquidity rules, specifically Basel III/U.S Liquidity Coverage Ratio, FR2052a and the ability to apply those rules to products
Solid product and accounting knowledge in investment banking and wealth management
Excellent communication skills, both verbal and written and ability to collaborate across departments and at senior levels
Excellent quantitative and qualitative analysis skills
Demonstratable experience in leading, building and driving forward teams in a dynamic and control focused regulatory environment
Disciplined control mindset with hands-on working style able to operate in an efficient and organized manner
8-12 years in financial services industry with a strong track record in the international banking environment
Bachelor's degree (preferably in Business Administration, Finance or Economics)
Basic knowledge of the securities markets, business and products offered by major financial institutions
LI-SL1* *LI-SL1*

Analyst, P&L Attribution & Reporting Resume Examples & Samples

Generate accurate and complete daily independent P&L and publish results on the applicable web reporting platform in a timely manner and escalate issues as required
Produce daily Attribution to validate P&L and explain any differences
Complete end of period accounting and reporting
Ensure internal control processes are adequate and documented appropriately
Liaise closely with the Bank’s front office traders, market risk control, audit, technology groups, and other stakeholders to assist in meeting the Bank’s objectives
Conduct in a manner consistent with the CMRM Guiding Principles: deliver legendary customer experience, operate with excellence, understand our business and take only risk we understand and manage, build for the future, ensure TD is an extraordinary place to work, work effectively in teams and inspire the will to win
Generate accurate and complete processes to measure and report on market risk and ensure that all risk reports are submitted as per reporting guideline
Ensure risks within portfolios covered are correctly measured, aggregated, and analyzed in accordance with established and approved market risk policies
Provide analysis, reporting and monitoring of risk exposure and adhere to CMRM Standard with regards to violations and escalation of production issues
Ensure that all assumptions and limitations are understood, documented and approved for all market risk policies

Cognos Reporting Application Developer Lead Resume Examples & Samples

Serving as a Subject Matter Expert and advising customers in the best reporting options and solutions
Experience with report design and testing
Experience with Star or Snowflake schemas
Knowledge of full project lifecycle; ability to communicate requirements to clients and developers

Investment Banking Divisional Reporting Resume Examples & Samples

Management reporting for Investment Banking Division including weekly, Monthly & Quarterly revenue/expense reporting as well as budgeting and forecasting of revenues and direct expenses
Preparation of weekly external Investment Banking revenue results and forecast
Month end books to reported reconciliation and related research for IBD
Coordinate commentary across Global Controller teams for revenue reporting
Ad hoc reporting requests from Corporate Reporting, ISG Reporting, Business unit and Finance Management
Liaison with Technology on system enhancement projects
Testing of roll-out of new Investment Banking Reporting tool
Bachelors degree in Finance/Accounting or related field
5-10 years of experience
Strong analytical and technical skills including Excel and PowerPoint
Ability to communicate effectively across all levels
Outstanding attention to detail and follow up
Ability to handle multiple tasks in a fast-paced environment
Think critically, challenge accepted processes and suggest alternative solutions

Reporting & Issue Management Coordinator Resume Examples & Samples

Supporting the development of all Enterprise AML Program Reporting on the status of the Program (Quarterly Enterprise AML Program Updates and Annual Report to the BMO FG Audit & Conduct Review Committee and the AML Oversight Committee)
Working with the Deputy CAMLO function to coordinate quarterly Operating Group Leader reporting on the status of the AML Program for Canadian P&C, Wealth Management and Capital Markets
Maintaining the Enterprise AML Program Issue log
Working with the Deputy CAMLO function and broader Enterprise AML Office to support consistent execution of the AML Program Issue Management Framework (including rootcause analysis on AML Program issues)
Working with key stakeholders to obtain issue status
Identifying instances of material non-compliance and failure to implement management action plans as per required timelines
Maintaining evidence of issue closure
Co-ordinating the development of materials for the AML Program Issue forum and the Enterprise AML Risk Oversight Committee (internal governance forums)
Completed university degree in business administrations, accounting or similar related experience
Knowledge of risk and control concepts
Knowledge of analyzing risk data and report writing

Senior Financial Analyst, Corporate Reporting Resume Examples & Samples

Prepare monthly management financial report, including gathering financial data from division finance teams
Perform financial and strategic analyses for ad hoc projects, including gathering financial data and manipulating the data needed for presentation
Design and prepare annual budget book for Fox Networks Group, including gathering of financial information from finance groups, and managing printing and distribution process
Assist with other reporting requirements of the department, including running financial statements and reports from GL and/or Budget systems. May include designing and creating reports in Insight and/or Hyperion
Maintain financial reporting’s SharePoint site, including calendar, files and user access
Bachelor’s degree in Accounting, Finance or related field with 3+ years of work experience required. CPA, MBA and/or financial reporting experience a plus
Must be an advanced user of PowerPoint and Excel. Experience with JDE E1, Insight/GL Company, Photoshop and/or Visio a plus
Must possess strong interpersonal, written and oral skills adaptable to circumstance and audience
Must be detail orientated and able to effectively organize, prioritize and execute tasks to meet strict deadlines
Strong reasoning and analytical skills required
Graphic design and/or presentation skills a plus
Successful candidate will be self-motivated, enthusiastic and have a positive attitude toward working with cross functional teams and end users
Must be available for overtime as needed

100

Business Analyst Fund Services Reporting Resume Examples & Samples

Compose and deliver business documents such as business use cases, business requirements, testing scenarios to meet project objectives
Support development team through gathering customer requirements and translating into technical deliverables
Define scope of effort, work deliverables, and project plans
Help resolve/escalate issues as needed to successfully deliver projects on time, on budget and with quality
Adhere to industry standards for best practices
Strong background in the financial services and banking industry
Strong experience in Fund Accounting, Alternative Investment, Hedge industry
Experience in writing range of requirements and testing related artifacts; Use Cases, Business Requirements Document, Functional Requirements Document, Testing Scenarios, etc
Experience in driving business results through effective use of technology solutions
Exposure to defect management and analysis
Experience with reporting applications
Knowledge of industry standard tools e.g. Word, Excel, PowerPoint, Visio, etc
Intermediate level skills in SQL
Bachelor’s degree required; MBA is a plus
Expertise within the financial services industry
Experience in related field (7-10+ years)
Experience in IT environment (5+ years)

101

Java Application Developer Real-time Cash Position Reporting Resume Examples & Samples

Reviewing and elaborating stakeholder requirements
Designing solutions in a collaborative manner, and in line with defined principles
Participate in a rota for performing weekend releases
Good Java Spring knowledge

102

Manager, Shareholder Reporting Resume Examples & Samples

Drafting, compiling and editing commentary in the MD&A and notes to the financial statements
Benchmarking the Bank’s external reporting (MD&A and Financial Statements included in the Annual and Quarterly Reports, and quarterly Supplemental Financial Information package) against appropriate peer groups in the financial services industry
Researching and benchmarking new accounting and reporting disclosure requirements from accounting standard-setting authorities and regulatory authorities
Implementing appropriate new accounting and reporting disclosures and enhancements to existing disclosures. This includes working with the Business Units, Risk Management and other groups to understand the various system changes required to accommodate new disclosures
Compiling and tracking changes to the quarterly earnings release to shareholders, including MD&A and Financial Statements
Review and editing of the quarterly Supplemental Financial Information package
Maintaining and supervising all changes to the Annual and Quarterly Report MD&A, Financial Statements and Notes through to report publication and release. Responsible for relationship with Bank’s external Annual and Quarterly Report design firm(s)
Coordinating with various internal groups (such as taxation, legal, investor relations, corporate and public affairs, internal auditors, etc) and external groups (such as auditors, french translators, etc.) with regard to the Annual and Quarterly Reports, including resolution of technical accounting and reporting issues
Obtaining all sign-offs for numbers, tables, notes and statements in the MD&A, Financial Statements and Supplemental Financial Information package
Special projects, as assigned

103

Dsi-data Analytics, Insights & Reporting Resume Examples & Samples

Extensive experience in managing and reporting portfolio/programme MI
Possess a deep knowledge of the Barclaycard business and change functions, including capability skillsets and location strategy requirements
Understand the roles, responsibilities and value-add of the Barclaycard PMO practice
Influencing / networking – developing internal and external business relationships and using own knowledge, skills and experience to influence others opinions and actions in order to obtain the right business decisioning
Extensive experience in professional communications – both in written and face to face
Analysis, creativity and innovation – to be able to analyse raw data and be able to build an innovative process that allows managers to identify, gaps/risks
Understand at a high level the interface between complex business needs and the complex legal and regulatory environment in which the business operates
Ability to juggle priorities, multi- task and flawlessly execute at speed
Sound commercial judgment and overall understanding of the Financial Services Industry, particularly the business impact of the regulatory environment
Strong understanding of Excel, Microsoft Project, PowerPoint & SharePoint
In depth understanding of project lifecycle and PMO methodologies

104

CIB F&bm-risk Product Controller Loan Sales & Reporting Resume Examples & Samples

Assist in the tracking of loans sales activity with business metrics information and work with other business partners to resolve arising issues
Assist in the daily/quarterly disclosures and management reporting related to loans sales activity
Assist in the credit costs process from loan sale activity above
Coordinate monthly loans package meeting and present loan sale activity to the portfolio management team
Review and enhance existing controls around PnL and BS validation and credit costs releases relating to loan sales
Serve as backup for the other assets portfolio such as shadow loans; tranche trades and defaulted derivatives
Re-engineer reporting requirements by partnering with Portfolio Managers, Treasury, Balance Sheet group and Technology to establish/enhance reports that allow effective decisions about their portfolios
Perform analysis to ensure data accuracy in reporting database across multiple source systems and resolve data integrity or other reporting issues
Participate in ad-hoc projects as required
3-4 years experience in finance area, particularly a plus to have knowledge of loan and/or credit products
BA / BS degree required, preferably in Finance/Accounting
Strong analytic mindset and creative problem solving skills
Must be able to work well with others

105

Senior Supervisor, Reporting Resume Examples & Samples

Review of retail funds reports and accounts, ensuring accurate accounting of income/capital splits and complex instruments
Ensure communication with the client, both internal and external, is effective
Keep up to date on accounting standard and regulatory change and manage offshore training as required
Look for opportunities for efficiencies and drive new developments and enhancements forward for the team
Staff management, one to ones and appraisals
A high energy level and an enquiring mind
IAQ qualified

106

Reporting Analyst, Sales Resume Examples & Samples

Work on strategic projects for business growth and/or expense reduction and provide recommendations based on data
Present reports and analysis to management and explain results
Identify and improve reporting needs and opportunities as well as enhance reporting on current sales trends and estimate future circulation sales
Prepare daily, weekly, monthly reports as required by the business, including budgeting, AAM components, web statistics, and preparing ad hoc reports
Advanced skills in MS Word, Outlook, PowerPoint, Cognos/SQL and Excel
Ability to analyze and document complex business processes and systems
Ability to think analytically and problem solve
Ability to gather and interpret relevant data and information
Be the back-up for daily and weekly reports for the NY Post
Be responsible for all things SBT – analyzing SBT data and defining and presenting the strategy for dealing with shrink
Will work with Finance and Sales on SBT to help them understand the problem and push for a solution to increase revenue and circulation
Will understand and own the NYP sales numbers and make sure they match across all reports and analyses (AAM, metrics, 102, Finance Flash, etc.)
Will measure the impact of different promotions on sale and make recommendations on what works and what doesn’t
Be not only analytical but strategic to figure out what processes need to be improved, where the gaps and opportunities are and to work with Finance and Sales

107

CIB F&bm-reporting Resume Examples & Samples

Reporting of key financials within the business including Basel 1, Basel 2.5 and Basel 3
Collation and reconciliation of balance sheet, capital and RWA information from a variety of source systems and groups across F&BM. Objective is to provide granular insight at a trading desk level and to provide true view of asset, RWA and capital usage which is not possible given system design and ledger frameworks
General Ledger – responsibility for the forecasting, review, understanding and sign-off of Financing balance sheet, and adherence to regulatory and financial disclosure requirements
Investigation and explain of business drivers underpinning significant financial movements across B/S, funding and RWA for LOB’s, senior management, LEC’s, Corporate Reporting and others
Education agenda across Basel I, II, II.5, III and other capital / leverage / ratio requirements emanating from the Reg Reform agenda
Calculation of RWA and oversight of RWA calculations to ensure appropriate allocation and calculation
Drive and support the Control environment – compliance and accordance with recent Basel regulations (Basel II.5, Basel III, Leverage Ratio, etc
Positive can-do attitude
Exceptional relationship building and influencing skills
Strong analytical skills
Ability to multi-task with flexible working style
Control/efficiency mindset
Understanding of accounting and regulatory principles and their application in practice
Excellent working knowledge of MS Excel (Pivot tables, v-lookups) and PowerPoint, Microsoft Access desirable Project management experience

108

Sales Reporting Development Analyst Resume Examples & Samples

Minimum of 1 years' experience with Object oriented development (C#, Java, or similar)
1 year experience with web site development (CSS, Jquery, HTML, MVC)
Ability to balance multiple projects and deadlines
Ability to work in a fast-paced team environment
Strong interpersonal collaboration and team skills
Experience with server platforms (Unix and Windows) and virtualized server environments (VMWare or similar)

109

Sales Reporting Development Lead Analyst Resume Examples & Samples

Experience in leading and executing on medium to large scale projects, with an attention to detail and emphasis on accuracy and quality
Ability to balance multiple projects and deadlines, and work independently
Excellent verbal and written/presentation communication skills
Demonstrated experience with business intelligence platforms (Cognos, Microstrategy, Tableau, QlikView, or similar)
Candidates with SAS/Enterprise Guide experience are preferred
Object oriented development experience (C#, Java, or similar) considered a plus

110

Associate Business Director, Reporting Resume Examples & Samples

Responsible for reporting and analysis for Condé Nast Media Group Print, Web & App business. Reporting includes creating and distributing weekly reports and dashboards to Corporate Sales Directors, Sales Management as well as Corporate Senior Management
Responsible for ad hoc reporting from several source systems including PeopleSoft and SalesForce (CRM system)
Prepare weekly reports to track real time estimates against sales goals. Distribute reports to Corporate Sales Directors and handle any questions related to data
Work with Senior Management and Human Resources to provide quarterly compensation analysis for Corporate Sales Directors
Track T&E and distribute details comparing budget to actual for all staff
Coordinate all changes to account assignments in PeopleSoft billing systems as well as SalesForce (CRM system). Ensure that account assignments are always in synch
Act as point person for all questions related to master account list
Minimum of 5 years of reporting and analysis experience, in media preferred
Advanced knowledge of Excel (pivot tables, lookup functions) and familiarity with Salesforce.com
A team player

111

Deputy Controller, Consolidation & Reporting Resume Examples & Samples

Support the C&R Controller to manage all aspects of monthly and quarterly close cycles from operating company (“OpCo”) submissions to the LA or NY corporate teams, including
ACA, ACCA, CIMA qualified
4+ years post qualification experience
Demonstrated proficiency in Excel
Excellent team leadership and development skills
US GAAP technical knowledge
Consolidation and Reporting experience
Strong SAP / BW experience, and Foreign Currency expertise a distinct advantage
Strong accounting skills
Process and system awareness, including the ability to identify and mitigate control weaknesses
Demonstrable experience in a group role in an US international corporate an advantage
Ability to work in a fast, dynamic environment and manage competing priorities
Strong communication skills – coupled with the ability to deal with varying levels of English competence and finance backgrounds
Commitment and a willingness to work necessary hours to get the job done, where required
Comfortable with fast moving environments and challenging stakeholders

112

Global Reporting & Metrics Senior Analyst Resume Examples & Samples

Bachelor's Degree required
5+ years’ experience in process analysis, metrics, reporting, or similar role
Proficiency in Microsoft Office products; specifically Excel, Access and PowerPoint desired
Persuade and influence others through developed communication and diplomacy skills with colleagues in other areas and occasional external customers
Project management and/or program management experience preferred

113

Senior Contract Reporting Analyst Resume Examples & Samples

Adhere to contractual obligations through the review and accurate Interpretation of complex recording agreements
Mitigate audit liability through the pre-emptive review of artist and participant agreements and previously reported statement accountings
Have a detailed knowledge of artist/producer music royalties
Set-up complex royalty rates based on the artist/producer contractual obligations
Gobal accounting on all revenue streams and configurations
Impact business Finance decisions by ensuring accuracy of royalty expense and activity through precise rate structures
Process and review royalty statements; identify and resolve outstanding issues
Liaise with Business Affairs, Artist & Repertoire Administration and other internal stakeholders to ensure that the full scope of royalty-bearing participants are properly accounted to
Collaborate with Studio Controllership accounting group to ensure accurate sales data is processed through the royalty system
Partner with internal/external auditors to ensure complete information is available for audit review
Reconcile artist/producer recoupable costs to the General Ledger, i.e. artist/producer advances, Marketing Costs, Recording Costs etc
Minimum 3 years of in-depth knowledge of artist/producer royalty accounting
SAP consolidation system experience desired
Excellent knowledge of accounting principles and internal controls
Ability to apply logic and finance principles to solve complex problems from multiple stakeholders
Proven success in managing competing priorities
Change Agent – exhibit a willingness and ability to be adaptable/flexible and demonstrate a desire to operate in a dynamic environment

114

Portfolio Tools & Reporting Analyst Resume Examples & Samples

Maintain project, financial, resource and vendor tracking data against plan and forecasts
Confirm and reconcile financial reporting requirements for IT, Business, enterprise
Maintain a consolidated and comprehensive project portfolio report outlining work type, plan/approval status, forecast values and relevant status commentary
Assist in monthly resource and financial reviews, variance analysis and reconciliation with source data
Assist in managing underlying details, clean up and analytics for application allocations
Assist with annual planning process and any adhoc financial, vendor or risk management reporting
Manage report compilation and consolidation efforts for the CM portfolio
Supports and consults with project managers, deployment managers, etc on project issues, status and tracking requirements across the portfolio
Conduct business analysis tasks on an as needed basis
Apply appropriate frameworks, processes and approaches and contribute to ongoing improvement to standard PM methodologies leveraged in the group
Assist with annual planning process and provide any adhoc project portfolio or performance reporting
Provide project set up and closure activities for all tracked initiatives
Demonstrated ability as a reporting analyst, project coordinator and/or BA
Finance/accounting designations or experience is an asset
Demonstrated experience in establishing control processes, tools, standardized reporting and artefacts
Knowledge of relevant portfolio tools and reporting technologies
Knowledge of IT and PM Standards and Methodologies,
Firm understanding of RBC process, budgetary systems and procedures and CM project management policies and process
Knowledge of Capital Markets products and services
Trends in the marketplace/ technology
20% Analytics/Research
10% Continuous Improvement

115

Risk, Governance & Reporting Analyst Resume Examples & Samples

Supporting the UK IB COO in relation to risk governance for the UK entities through the preparation and coordination of material passing into the UK IB Board and Risk Management Committees, as well as the UK IB CEO Executive and Operating Committees
Presentation writing for diverse audiences from senior risk management to key support departments
Supporting the development and maintenance of a fit for purpose risk management infrastructure
Acting as a representative for the business with other COOs and support departments

116

Business Analyis & Reporting Analyst Resume Examples & Samples

Prepare and distribute routine reporting within the assigned timeframes on all MVA and MVR required activities. (weekly, bi-weekly, monthly and quarterly reporting)
Ensure tasks and events from MVR team are routinely updated in the appropriate systems to ensure accurate reporting of activities
Prepare, analyze and share business metrics with management within assigned timeframes
Partner closely with management to review reports / metrics to ensure reporting is accurate, current and relevant
3 or more years of experience in a Business Analyst or Reporting role required
Superior skills with Microsoft office products required. (Excel, PowerPoint, Access)
Strong skills in SAP Business Objects and GDW preferred
Strong verbal and writing skills, presentations skills and team building skills
Adept at multi-tasking and meeting deadlines within a fast-moving professional environment
Strong organization and follow through skills required
Superior communication skills and ability to communicate with different levels of management
Ability to work collaboratively and to develop strong, positive working relationships across a matrixed organization required
Innovative, creative and results oriented required

117

Analyst Business & Reporting Resume Examples & Samples

Bachelor's degree with a preferred concentration in Finance, Accounting and/or Computer Information Sciences
Minimum of 5 - 10 years of relevant experience
Knowledge of procedural and system controls and data validation techniques
Ability to determine technical requirements for a project
Works well under pressure and is able to course correct when faced with unexpected challenges
Ability to multi-task and perform well within a fast-paced, dynamic environment
An independent worker, self-starter and solid team player with a strong work ethic and positive, can-do attitude
Strong presence and communication skills, with ability to interact well with Senior Management
SAP/Business Warehouse knowledge a plus
Data modeling expertise a plus
Working knowledge of generally accepted accounting principles and financial internal controls a plus
Knowledge of SQL server (version 2008 or higher) a plus

118

Mrbg-market Risk Basel Compliance Oversight & Reporting VP Resume Examples & Samples

Develop and maintain comprehensive gap analyses for Market Risk Basel rule compliance, through independent work and by leveraging the findings from regulators and internal validation teams
Develop and maintain sustainable process and infrastructure for tracking and reporting on Market Risk Basel rule compliance
Provide reports to senior management and regulators on Market Risk Basel compliance and gap remediation
Provide leadership to promote the self identification of gaps, through technical mechanisms as well as by influencing the teams’ culture
Support and enhance remediation efforts by improving the visibility of gaps, through direct intervention in projects, and by escalation to senior management
Assist functional and project leaders to understand their respective gaps and to capture new gaps
6+ years in the financial services industry, in a control, reporting, or project management capacity
Exposure to Basel rules, in particular those relating to the Market Risk Rule, aka Basel 2.5
Strong ability to read and interpret regulatory rules and internal policies
Strong leadership qualities
Control mindset

119

Equity Reporting Controller Resume Examples & Samples

Global and regional profitability analysis for the Equity business unit
Daily/weekly revenue reporting
Monthly expense reporting and analysis
Strong communication skills – able to deal effectively across functions and levels

120

Investment Reporting Analyst Resume Examples & Samples

Proven interest and experience in financial services, investment management or brokerage operations
Operational effectiveness and workflow management
Plan, organize, and prioritize assignments to ensure quality and on-time delivery of various transactions, internal and external account and investment documentation, and investment statements and reports
Ensure effective and efficient operations and administration of all client accounts by analyzing and defining standards, processes and procedures
Ensure client database is updated and maintained for integrity
Recommend improvements to operational methods and workflow to ensure an effective and efficient operating environment
A bachelor's degree is required; a concentration in accounting, finance or economics is preferred. An MBA, CFA, CIPM or CPA or related degree preferred
Knowledge of performance and fixed income theory and calculations, including IRR, TWR, accrued interest, yield, amortization, duration. Ability to reconcile and troubleshoot all relevant calculations. Strong math and analytical skills
Knowledge multicurrency functionality, with the ability to reconcile all cost basis, and gain/loss calculations, and understanding of transaction formats and fields
Understanding of the properties of various fixed income and equity securities, and ability to classify them correctly according to CTC |myCFO reporting requirements
Facility with various research tools: CCH, Advent Corporate Actions, Bloomberg, Morningstar, Cusip.com, S&P Research Insight
Strong work ethic and team player. Ability to participate in multi-disciplinary project teams
Ability to multi-task and prioritize competing deadlines
Must be detailed oriented, analytical and self-motivated
Ability to participate in multi-disciplinary project teams
Thorough knowledge of different types of securities, their settlement and income properties is required. Should be proficient in accounting, finance and performance measurement
Ability to communicate issues clearly and succinctly to coworkers, custodians, and vendors, as needed
Proficient with Microsoft Office products, especially MS Excel. Report writing experience is a plus

121

Transaction Reporting Analyst Resume Examples & Samples

Managing the CBI exception process and undertaking root cause analysis
Experience of FCA MiFID transaction reporting
Excellent product knowledge including Equities / Fixed Income / OTC / Listed Derivatives
Knowledge of trade capture/middle office/settlement processes require
Solid business analysis skills
LI-CSJOB*

122

Human Capital Reporting Analyst Resume Examples & Samples

Serve as an active participant and consultant on cross-functional project teams and provide guidance and training to teams in asking appropriate questions, interpreting data, and translating into action
3-7 years of experience in Human Resources
Experience in data consolidation and creating detailed reports, charts and tables
Strong problem solving skills, including the ability to effectively address any issue in collaboration with others as appropriate; ability to proactively anticipate problems and opportunities and confidence to use initiative to pursue solutions
Extensive knowledge of Excel, MS Access and PowerPoint
Knowledge of Oracle, Taleo Recruiting, Success Factors Performance or Learning is a plus

123

Compliance Head of Risk Assessments & Reporting Resume Examples & Samples

Extensive Compliance and Regulatory experience gained in a large Financial Institution
Demonstrable skills in Risk Management in particular Risk Assessments
Large scale Project Management exposure
Extensive experience in report production, data manipulation or editorial work
Experienced people manager including upward management exposure to seniors
Ability to and experience of managing teams in remote locations
Experience of working on complex Global Initiatives
Take ownership and responsibility and pride in quality of output
Presentation skills
Influencing skills – working closely with peers and colleagues in other regions
Ability to facilitate and lead meetings at all levels

124

Senior Manager FCC Executive Reporting Resume Examples & Samples

Personal Financial Services (PFS)
Commercial Banking (CMB)
Corporate, Investment Banking and Markets (CIBM)
Consumer Finance
Directs the Compliance Risk Management program in Canada, working with business units, head office departments and Compliance colleagues to create, acquire, implement and maintain a compliance risk management and analysis methodology that leverages the Operational Risk database and processes
Liaises with Local Compliance Officers (LCOs) and with Anti-Money Laundering Compliance team to ensure consistent development and execution of risk assessment methodology, and to further the creation of compliance charts, compliance review frameworks and other compliance materials based on compliance risk assessments
Synthesizes research, strategy, and other information to develop concise approaches to prevent, detect and investigate compliance issues and makes relevant recommendations to improve existing processes, systems and operations to mitigate risks
This position involves significant project management responsibilities including ownership of the Compliance Risk Management process and directing or assisting with other projects that are important to corporate-wide compliance initiatives
Minimum of eight years proven and progressive progressive financial services experience, particularly in assurance or risk management activities, or equivalent
Bachelor’s degree in business, related field or equivalent experience; CA (Chartered Accountant), CISA (Certified Information Systems Auditor) or similar certification preferred
Well-developed managerial, communications, analytical, organizational, and planning skills. Strong initiative and positive attitude required. Must be able to deliver services as part of the business Compliance team, across company lines, and to work independently in performing the job responsibilities
Strong knowledge of assigned businesses, products, operations, systems and organization and full understanding of all significant regulatory compliance requirements applicable to the business
In-depth knowledge of systems development process and project management is essential. Familiarity with HSBC systems and proficiency with the use of an exception reporting programming language including the ability to program, generate and analyze reports to meet review objectives is preferred
Proven ability to accomplish high-level objectives in the context of annual business and compliance plans

125

Human Capital Reporting Workflow Analyst Resume Examples & Samples

Bachelor's level degree with eight (8) years of related experience
Advanced experience with report creation using Business Objects, Cognos or similar business intelligence tools
Experience managing workflow utilizing case management tools
Advanced experience with Excel, Access, Word and Power Point with regard to manipulating large amounts of data, performing analysis and creating reports for various levels of management
Strong organizational and follow up skills
Flexible and decisive with an ability to multi-task and maintain composure in a high-volume environment
Experience managing processes/projects with attention to detail
Ability to communicate effectively (both verbal and in writing) to all levels of management
Reporting experience in the preparation and management of internal reports and dashboards
Previously experience supporting HR strongly preferred

126

Portfolio Reporting Analyst Resume Examples & Samples

Specialist in financial concepts as it relates to the IT project delivery lifecycle including forecasting and actually
Extremely strong Microsoft Excel skills
Strong to advanced level of Microsoft Sharepoint skills
Experience with Clarity's financial plan or similar would be an asset
Knowledgeable of project tracking and basic understanding of project governance and reporting

127

Metrics & Reporting Quality Analyst Resume Examples & Samples

Manage processes governing quality assurance across all reports to ensure accuracy and maintain consistency between source data and reporting
Verify/specify requirements for embedded quality in the metrics reporting processes
Execute operational tasks related to the production of global reports, including the Regulatory and Audit section of the OTRM MOR and the Risk and Control section of the CIO Council’s Monthly Operating Report (MOR), among others
Interaction with other OTRM ACM functions in order to ensure synchronization with the various reports published on a monthly basis
Analyze documentation, data and metrics provided via the audit and regulatory data sources to identify risk, performance and quality issues and significant variances and trends
Manipulate data stored in different databases in order to produce reports to senior management
Assist and participate on implementation of the automated data repository, which will be used to manage audit and regulatory issues impacting O&T
Maintain the up-to-date data in the repository in order to allow production of senior management reporting
3 years experience involving technology information security projects, especially in Operations and Technology control metrics
Ability to gather data, compile information, and prepare reports
Excellent influencing, facilitation, and partnering skills
Individual should be analytical, flexible, team-oriented, have good interpersonal, communication, and follow up skills with strong attention to detail and ability to multi-task
Technical proficiencies in MS Word, Excel, PowerPoint, SharePoint and MS Access

128

Treasury Reporting Operations Resume Examples & Samples

Must possess strong knowledge of balance sheet composition
Must possess knowledge of system workflows, front-end and management reporting application systems, and knowledge in the utilization of database technology
Candidate should have excellent interpersonal skills that can contribute to building relationships with our stakeholders and within the team>Prior staff management is a plus
Treasury operations experience including asset and liability management is a plus
An understanding of the business dynamics and drivers that impact Citi’s unique funding needs and liquidity risks is critical for success in this position

129

Financial Contract Reporting Analyst Resume Examples & Samples

Conducts self review of Home Entertainment participation statements generated from automated systems across both domestic and international statements. Process includes validating the deal set-up, ensuring the proper conversion of legacy system data, and confirming accuracy of all statement related information including detailed SAP GL account analysis and reconciliation and validation with the local territory personnel, as required
Performs ad-hoc projects, analyses and research (e.g. participant and auditor queries, territory queries, etc.) including running and analyzing various reports from Gatekeeper, SAP and territory accounting systems
Attends department training as required

130

CIB Oversight & Control Reporting & Metrics Analyst Resume Examples & Samples

Running our day to day reporting operations including but not limited to the delivery of all our daily, weekly, monthly reports as well as other adhoc reports
Prepare and present to a senior steering committee (spanning all CIB)
Coordinate changes to data hierarchies, templates, and all downstream reports in multiple environments
Perform UAT, conduct training and coordinate timely rollouts
Identify production issues and partner with users and developers to determine appropriate solution and ensure quick resolution
Produce adhoc status analytics for Senior Management as needed
Excellent written and verbal communications skills; comfortable interacting with cross-line of business partners
Self-starter, independent worker, and ability to multitask
Preference for experience in Banking Technology and/or Operations

131

Senior Manager, Metrics & Reporting Resume Examples & Samples

Accountable party for defining, planning, orchestrating, and delivering effective metrics and reporting within the FIU
Owns and manages standard FIU metrics and reporting process
Acts as a single point of contact within the FIU on metrics and reporting (centre of excellence)
Owns and maintains metrics and reporting tools for the FIU; ensures integrity of data inputs, tools, and outputs
Produces daily, weekly and/or monthly operational/risk reporting and analytics that will support the Sr. Managers of the FIU to ensure performance expectations are being met
Manages external vendors performing work related to metrics and reporting for the FIU
Ensures appropriate quality control on metrics and reporting to ensure accuracy of information (including if from third-party vendor)
Collaborates with the investigative areas within the FIU to ensure appropriate context and commentary around metrics and reporting
Performs ad-hoc analyses to provide enhanced visibility and to support AML/FIU leadership decision-making
Remains abreast of industry trends and leading tools (both internal and external) that can be applied to the FIU (e.g., IDP and Spotfire)
Ensures consistent application and interpretation of metrics & reporting
Participates in transformation change initiatives within the FIU – providing input/participation from a metrics and reporting perspective
Leads continuous improvement initiatives around metrics and reporting
Liaises with other internal groups around metrics and reporting (e.g., T&O; Tech & Analytics; Spotfire group; Data stakeholders)
Promotes team-building and One AML; fosters a more collaborative environment, where different parts of the FIU feel integrated and part of a broader team
Provides leadership, motivation, coaching, mentoring and professional development for team in order to obtain a high level of co-operation and contribution from all team members
Contributes to improve the best practices within the Enterprise to help drive consistency, transparency and execution
Maintains prime relationship management role with a specific unit of the FIU
Leads metrics and reporting forums with senior executives within AML
Coordinate with AML Governance function on metrics and reporting (especially risk)
Maintains relationships with business, technology and operations areas and orchestrates activities from all areas
Solves complex issues which may require facilitation of multiple senior resources
Possesses advanced knowledge and 7 to 10 years of experience in metrics and reporting, including experience using advanced analytics tools (e.g., Spotfire) and operating in complex data/operational environments (e.g., investigations units, contact centres, product operations)
Excellent analytical and reporting skills
Expert change leadership and management skills
Good stakeholder management and influencing skills, effective at the senior executive level
Excellent problem-solving and critical-thinking skills to recognize and comprehend complex issues, policies, regulatory requirements and industry information affecting the business environment

132

Compliance Training Reporting Analyst Resume Examples & Samples

Preparation of monthly reporting and scorecards for Corporate Sector, CB and Global Compliance as part of the global metrics reporting for training statistics
Creation of database, self service tools for internal partners to access training statistics and reporting
Creation of efficiencies and improvements to current reporting framework
Respond to ad hoc queries and reporting requests
Management of Audit requests within a timely manner
Develop expertise in the Firm’s Learning Management System, Training Central
Participate in Compliance Training or other related projects within the team as required
Database skills (Access)
Collaboration tools skills (SharePoint)
Highly competent in use of Excel (advanced level essential including V Look Ups, Pivot Tables, Macros, VBA a plus). Other experience in Office applications also necessary
Minimum two years work experience in a reporting role
Organized, ability to prioritize, manage multiple tasks, work under pressure and demonstrate initiative
Attention to detail essential

133

Finance Regulatory Capital Reporting Resume Examples & Samples

Implement defined Target Operating Model for Regulatory Capital Calculation
Ability to produce Standardized Basel III Regulatory Capital Charge for the Banking Book positions
Ability to produce Standardized Basel III Specific Market Risk charge for the Trading Book position, including SSFA approach for the securitized product
Ability to produce Modeled based General Market Risk Regulatory Capital Charge for the Trading Book positions
Ability to produce US GAAP and Supplemental Leverage ratios
Ability to produce projected Risk Weighted Assets to satisfy the Comprehensive Capital Adequacy and Review (CCAR) reporting requirements
Ability to produce pro-forma regulatory capital calculation during the implementation phase
Effective governance - Board and Senior Management Oversight
Assist in Implementing business architecture required to support the Regulatory Capital computation per the Federal Reserve Bank Basel III requirements across the IHC
Assist in Implementing business architecture required to support the US GAAP and Supplementary Leverage Ratio computation per the Federal Reserve Bank Basel I/III requirements
Assist the detailed data gap assessment to support Regulatory Capital reporting requirement via FR Y9C
Assist in reviewing the business and functional requirement documentations for the Regulatory Capital production process working with Change Management and IT development teams and test the final output
Assist in implementation effort for all Regulatory Capital and Leverage Ratio requirements for the IHC
Assist in coordinating the Market Risk Regulatory Capital Computation with Risk
Assist in coordinating the data aggregation within various infrastructure areas within the IHC (i.e. Front Office, Legal Entity Control, Product Control, Risk, Treasury) to complete the FRY9C and FRY14 reporting
Assist in the development of a Regulatory Capital data stress testing requirements for the CCAR FRY14 reporting
Assist in generating Regulatory Capital pro-forma calculation for the IHC
Assist in developing Regulatory Capital MI for the business and senior management reporting
Assist in developing a data governance and attestation framework for Regulatory Capital program and coordinate efforts with other areas feeding into regulatory capital process (i.e. Risk, Treasury)
Assist in develop robust internal controls governing Reg Cap including policies and procedures; change control; comprehensive documentation and review by Internal Audit
Bachelor of Science/Business Administration degree in Economics, Finance or Accounting
2+ years working knowledge of Federal Reserve Bank Basel II.5/III regulatory Capital requirements
2+ years working knowledge of Federal Reserve Bank leverage ratio requirements (Basel I and III)
Knowledge of US GAAP accounting preferred
Experience in investment banking products preferred
Understanding of internal controls

134

Basel Reporting Rwa Analyst Resume Examples & Samples

Knowledge and exposure to Wholesale and Securitization products, as well as, related Basel II reporting requirements will be an advantage
Exposure to Citi proprietary Finance and Risk reporting data flows and franchise systems (Smart, FRS, GRR, Optima) is highly preferred
Project Management skills and exposure to IT systems development lifecycle is an advantage

135

Daily Balance Sheet Reporting Analyst Resume Examples & Samples

Provide an accurate Balance Sheet information to the senior decision making bodies. Keep global stakeholders informed of developments and issues; work collaboratively
Critically review, analyse and challenge the reporting of the DBS. Supervising an offshore team supporting the production of Daily Balance Sheet. Challenging the controls teams on the substantiation and validation of the balances and provision of business commentary provided
Co-ordination with various IT and GPS teams is required to ensure a clean set of data is available for DBS and all feeds have been delivered as well as liaising with middle office (BSRC and Ops) and control teams to ensure the appropriateness of the core data being delivered. Looking to improve were applicable
Quick/Strong decision making capability is a pre-requisite for this role after analysing the problem set and suggesting remediation, referring more complex problems to senior management
Main point of contact for IB CFO teams and FO for the provision of DBS information and support in the understanding and analysis of the reported DBS
The candidate should have a good understanding of investment banking products, particularly in the Equity and fixed income area if possible
Use spreadsheet, database and general ledger reporting tools in order to extract, interpret and present financial data
A confident self-motivated individual with excellent interpersonal skills and practical attitude with organisational experience & methodical approach able to prioritise effectively
Qualified Accountant (ACA/ CPA equiv) with past experience of leading a medium size team

136

Trade & Transaction Reporting Pm Srf Controls Resume Examples & Samples

Candidate will be responsible for Project Management for the development of controls and MIS for Barclays Trade & Transaction Reporting platforms
The candidate will be be required to manage BAU and new requirement demand, ensure that requirements are fully explained in functional requireemtns documents and ensure these requirements are sized and scheduled for technology development
Role will require working closely with stakeholders from Technology, Opertations and business functions to ensure successful delivery of releases and so will require strong communication and stakeholder management skills
Candidate must be able to work independently and be strongly proactive; must have the ability to drive requirements, delivery and implementation in a demanding financial environment
Ensure creation of functional and technical requirements as needed to support project delivery
Responsibility for identifying managing and resolving risks to the project
Manage project lifecycle including issues & risk management, project reporting and governance
Create and manage the project plan for delivery and implementation
Work with IT and Operations teams to build out the test approach and overall testing plan
Ownership of release plans and co-ordination of releases
Monthy and weekly status reporting
Assist development team in daily tech calls
Four year degree in a technology or business related field
3+ years experience experience with all phases of the SDLC. The candidate must demonstrate a strong track record of deriving and writing complex business requirements and succeeding in large scale projects within a demanding financial environment
4+ years experience in software implementations. Candidate should display specific experience in reporting implementations for MIFID, ESMA, or Dodd-Frank
1+ years experience in IT Project Management within a banking environment
Professional Project / Programme Management qualification e.g. PMP
Comprehensive knowledge of MS Project, including resource leveling
Very good PowerPoint and presentation skills
Proven ability to manage delivery in a matrix environment
Outstanding presentation skills

137

Trade & Transaction Reporting PM / BA Resume Examples & Samples

3+ years experience with all phases of the SDLC. The candidate must demonstrate a strong track record of deriving and writing complex business requirements and succeeding in large scale projects within a demanding financial environment
1+ years experience in Derivatives Reporting implementations and functioning. Candidate should display specific experience in reporting implementations for MIFID, ESMA, or Dodd-Frank
1+ years experience in a Project Management role delivering small to medium projects, or similar experience
In-depth knowledge of one asset class, including full product lifecycle, trading and clearing procedures, pricing and risk
Background in IT Project Management within a banking environment (preferably investment banking)
Understanding of the full development lifecycle
Comprehensive knowledge of MS Project, including resource levelling
Experience within a large enterprise program
Experience of working on global applications
Proven ability to manage people in a matrix environment
Proven ability to work within a team environment
Ability to make good/sound decisions and use independent judgment
Ability to manage changing requirements in a highly dynamic environment

138

Finance Manager OF Reporting Resume Examples & Samples

Report to the Corporate Store Development Director of Finance and interact on daily basis with the Senior Director of Finance & Operations
Support the financials of the Ralph Lauren Store Development Corporate with daily/weekly/monthly analysis/reconciliations
Manage the day to day budget of licensee and franchisee stores and interacts with EU/APAC/SA subsidiary
Support monthly/quarterly/annual accounting close, monthly forecast and annual budget
Support monthly financial reporting & analysis
Interact with Finance and Operations team members and Store development team on a daily basis
Support ad hoc project requests

139

MI Reporting Analyst Resume Examples & Samples

Workforce and recruitment demand planning
Recruitment
Talent management and succession planning
Mentoring and coaching
Management of discipline and grievances
Performance development
Reward and recognition management
Training and development

140

Hedis / Qarr / Star Reporting Analyst Resume Examples & Samples

Bachelor’s Degree in any analytical/quantitative field including healthcare management, finance, business, mathematics, engineering, applied stats/economics, or any other related fields
Three to five years of analytical experience in any analytical field
Proficient in Microsoft Office (Word, PowerPoint, Excel, Access, Visio)
Advanced experience with relational database applications (MS Access, SAS, R, or others)
Experience with and proficient in statistical software/programs in SAS, R, Stata, Minitab or others
Up-to-date knowledge and understanding of HEDIS/QARR/Star measure technical specifications
Ability to lead others on large scale, complex, highly visible analytic projects
Superior working knowledge of Microsoft Office applications
Ability to create simple to complex queries using SQL in MS Access, R, SAS, or other SQL related environment
Knowledge of health care data systems and clinical coding
Two to three years of managed care/healthcare experience
Knowledge of HEDIS & QARR reporting processes

141

Senior Manager Ccar Reporting Resume Examples & Samples

7+ years of experience in the financial service industry within any of the following areas: FP&A, Treasury, Statuary Reporting, Capital Management, Investment Accounting Group
Excellent analytical and auditing skills
Federal CCAR Stress Test and Corporate Capital Liquidity Stress Test experience

142

Wealth & Investment Management Segment Reporting Controller Resume Examples & Samples

Weekly performance reporting by business segments including analysis of revenue, expenses, client flows and assets under managment
Produce monthly and quarterly financial supporting documents of the business segments
Budgeting / Forecasting / CCAR - producing thoughtful analysis in support of quarterly, annual and multi-year revenue, expense & sales forecasting
Adhoc business unit requests
Bachelors degree in accounting and/or finance
5-10 years of relevant industry experience
Wealth and/or Asset Management experience preferred but not mandatory
Excellent analytical and interpersonal skills
Ability to take direction and manage tasks/projects to their satisfactory completion is critical
Strong Microsoft Excel and PowerPoint skills required (Essbase preferred)
Ability to communicate effectively, both written and verbally
Dedicated work ethic exhibiting intellectual curiosity and creativity

143

Finance Regulatory Capital Reporting Resume Examples & Samples

Ability to produce Modeled based General Market Risk Regulatory Capital Charge for the Trading Book positions Ability to produce US GAAP and Supplemental Leverage ratios
Manage the detailed data gap assessment to support Regulatory Capital reporting requirement via FR Y9C
Review the business and functional requirement documentations for the Regulatory Capital production process working with Change Management and IT development teams and test the final output
4+ years of subject matter expertise in US Bank regulatory capital reporting (Call Report, FR Y-9C, FRY14)
4+ years of working knowledge of Federal Reserve Bank Basel II.5/III regulatory Capital requirements
4+ years of working knowledge of Federal Reserve Bank leverage ratio requirements (Basel I and III)
Knowledge of US GAAP accounting
Knowledge of Regulatory Capital stress testing requirements for CCAR reporting
Experience in investment banking products including complex investments
Good understanding of internal controls

144

Finance Legal Reporting Resume Examples & Samples

Accounting or Finance degree; CPA a plus
Familiarity with legal billing process a plus
Strong personality; ability to interact confidently with management, attorneys and business people of various seniorities
Self-starter; ability to work proactively and independently
Attention to detail and ability to multi-task are critical
Superior MS Excel and PowerPoint skills required
Expense analysis, budgeting and management reporting experience required
Experience with Oracle General Ledger, ESSBASE or Coupa a plus

145

Senior Financial Analyst SEC Reporting Resume Examples & Samples

Participate in the preparation of quarterly and annual reports as required under SEC regulations (10Qs, 10Ks): Preparation of financial statements, footnotes and support for review/audit by auditors
Liaise with the Legal, Treasury & Financial Planning teams to incorporate all sections of the document
Complete US GAAP & SEC disclosure checklists each quarter
Ensure consistency between the SEC filing and earnings release each quarter
Research new requirements and model the disclosures as applicable
Assist with technically accounting processes, as needed
Preparation of annual pension plan and OPEB financial statements, and related 10-K/10-Q disclosures
Assist with the SEC Comment Letter response process
Assist with ad-hoc requests made by senior management timely
Self-development, through internal/external training, performance evaluations, etc
3-4 years of public accounting and private industry experience

146

Consolidation Reporting Analyst Resume Examples & Samples

Preferred levels of requirement are ACA, ICAEW, ACCA qualified, or equivalent
3-4 yrs PQE is essential
Previous consolidation experience within a large multi-currency Int’l entity essential
Strong SAP / BW experience, and Foreign Currency expertise is a distinct advantage
Process and system awareness, including the ability to identify and mitigate control weaknesses
Strong communication skills – coupled with the ability to deal with varying levels of English competence and finance backgrounds
Proficient in Excel /Powerpoint
Committed and willingness to work long hours where required

147

Fixed Income Sales Reporting Controller Resume Examples & Samples

Confirmation of daily material client revenues from Sales and/or Trading and maintenance/creation of Registered Representative (RR) numbers for salespeople
Review and reporting of client revenue metrics to Senior Management across divisions and daily interaction with the Trading, Sales, Operations and IT
Coordination with global counterparts for outstanding client revenue confirmations and sales person splits
Processing manual EV/sales credit journal entries and ad-hoc requests from the BU and other internal clients
Accounting, economics or finance degree
Analytical and attention to detail when reviewing detailed sets of data
Ability to think critically, challenge accepted processes and suggest alternative solutions

148

Finance Reporting Analyst Resume Examples & Samples

Advanced/Master's Degree or Equivalent Experience
7-10 years Experiencein Accoutning and/or Finance
Able to interpret policies and apply, manage records, communicate across all level internal and external
Knowledge of Citi´s Corporate Legal Entity Management Policy, and additional related policies, and local regulatory requirements is preferred
Solid understanding of accounting terms and related experience -an asset preferred but not required
Knowledge of Microsoft Office full suite products
Excellent presentation, time management and organization skills required

149

Large Shareholding Reporting Quality Assurance & Projects Support Compliance Officer Resume Examples & Samples

Reporting to the Global Project Lead of Large Shareholding Reporting
Perform user acceptance tests, including functional automation, performance testing and manual testing for system changes for the entire Large Shareholding Reporting area
Dashboard monitoring of systems used by the Large Shareholding Reporting Teams

150

Director of Reporting & Technology Solutions Resume Examples & Samples

10+ years of Data Analytics experience
Previous experience with Financial Analysis and Modeling
Working knowledge of SQL
Microsoft PowerPoint, Word, and Excel (Pivot Tables, V-Look Ups, Macros) proficient

151

EME Tax Forecasting & Reporting VP Resume Examples & Samples

Leading the quarterly reporting and forecasting processes
Ownership of the tax reporting for a portfolio of UK entities and specific areas of functional responsibility
Close engagement with Tax colleagues across all functions
Delivery of reliable accurate information to facilitate effective business decisions by Tax Senior Management
Strong desire and ability to use excel, general ledger and tax reporting systems to produce and understand the tax reporting figures
Supporting Finance to deliver their reporting and control obligations
The team operates under a matrix model and the role includes being responsible for certain key functional areas, one of which will be Reporting and Forecasting of Tax for the EME region
Responsibility for managing deadlines and resources in meeting all deliverables associated with the Reporting and Forecasting cycles
Responsibility for delivering MI to management
Review and maintain appropriate governance and controls over Reporting and Forecasting, and any other functional areas you are responsible for
As part of the matrix model, the role includes taking responsibility for a portfolio of entities and delivering on the forecasting and reporting obligations for the portfolio
Work closely with other Tax teams (e.g. Global Reporting, Advisory, Planning, VAT, Transfer Pricing) to identify and manage tax risk
Experience of tax forecasting and reporting for an EME banking group
Understands the significance of Effective Tax Rate to a bank’s financial results and the key rate drivers
Knowledge and understanding of both banking and the wider business environment, and experience of tax matters that relate specifically to banks
Knowledge of Longview system used for tax reporting
Knowledge of SAP general ledger
Knowledge of Hyperion for reporting
Relevant accounting standards – in particular IAS 12 and IAS 34
Flexible and able to turn their hand to other areas as required
Displays integrity, initiative and commitment through interactions with colleagues and clients
Aware of personal development needs and works to gain the experiences and training necessary to progress professionally and remain current
University degree (2:1 minimum) or equivalent
Financial services experience

152

Tax Senior National Tax Indirect Tax Affordable Care Act Reporting Resume Examples & Samples

Perform regular quality assurance review of all assigned client data files and report all applicable issues to the business owner for review and resolution by the client
Review with assigned Account Manager prior to delivery
Audit, modify and amend data using SQL commands, hand-editing and bulk imports
A Bachelor's Degree and 2 years of related work experience
Ability to train others on XML file transfer methods
The ability to thrive in a team environment

153

Tax Manager National Tax Indirect Tax Affordable Care Act Reporting Resume Examples & Samples

Supervision of all functions of assigned reporting team resources
Managing reporting schedule and capacity model to ensure timely and quality deliverables
Ongoing monitoring and quality assurance of deliverables
Provide ongoing training and direction to team members
Maintain and protect data integrity
Ability to manage configuration of data as needed to meet the needs of various teams
Manage proactive collaboration with key stakeholders throughout the organization
Collaborate with any and all relevant parties related to needed reporting and direct resources accordingly
Provide direction to team to ensure ability to execute ad hoc reports with SSMS (SQL Server) and MS Access for advanced analysis of data and report generation
Provide reporting support to the account management team while collaborating with the data team to ensure overall understanding of all involved in the data captured for the reports
Responsible for independent analysis of all data captured in each and every report to ensure accuracy and quality deliverables
Work with MS Office products (i.e., MS Access, Excel, Word)
Candidate must be able to collaborate with all key stakeholders related to assigned client accounts and their specific reporting needs for their program
A Bachelor's Degree and 5 years of related work experience

154

Avp-credit Risk Capital Reporting Resume Examples & Samples

Portfolio Analysis for all stakeholders: Provide portfolio MI for Credit Senior Management, providing colour on monthly reporting and ad hoc requests e.g. RWA impact analysis of downgrade scenarios and model changes
Providing support on Capital Optimisation initiatives & New Reporting Requirements
Knowledge of Basel III/ CRD IV requirements
Data warehouse experience and analysis skills (Access/SQL). Experience and confidence in handling large datasets
Confidence to deal with senior management within immediate department and the front office
Self-starter: Willingness to take on responsibility and work under own initiative
Persistent and diligent with a strong attention to detail
Proven Track record of successful delivery of timely and high quality work

155

Tax Associate Finance Tax Compliance & Reporting Resume Examples & Samples

Must have relevant tax experience with a concentration in domestic partnerships. Corporate tax experience is a plus
Minimum of 2 years of experience to carry out the responsibilities of the position, gained in either Public Accounting and/or a combination of both public and private experience
Working knowledge of tax return preparation systems, especially OneSource
Must be organized, very detail oriented and able to function in an intense environment with the ability to take initiative

156

Financial Analyst, Corporate Reporting Resume Examples & Samples

45% Monthly Consolidation of Actuals
Assist with the monthly corporate consolidation process
Assist with preparation of monthly corporate and divisional financial schedules
Prepare, input and maintain corporate top level adjustment journal entries
Assist with streamlining and enhancing the consolidation process
Assist with the evaluation of SAP maintenance requests
Perform analysis of consolidated and divisional financial results, including operating results, balance sheet fluctuations and cash flow
Communicate with divisional finance teams to ensure the timely, accurate and complete reporting of financial results
20% Quarter-end/Year-end
Assist with the preparation of SPE’s submission of financials and disclosure forms required by Sony Corporation of America (SCA) and Sony Corporation
Assist with quarterly governmental reporting
20% Consolidation of Annual Budget and Quarterly Forecasts
Assist in the preparation, consolidation, and submission of periodic financial projections. This includes annual budget, a 3-year strategic (“Mid-Range”) plan, and quarterly forecasts of income statements, balance sheets and cash flow statements for all operating divisions
Communicate with divisional finance teams to ensure the timely, accurate, and complete reporting of financial results
15% Special Projects and Ad Hoc Requests
Assist with the coordination of periodic requests for financial information made by Legal, Executive Management, SCA and Sony Corporate
Involved in special projects (e.g., SAP BPC system upgrade, Sony Corp Tango consolidation system planning, IFRS planning, etc.)
Self-starter with a positive attitude and ability to work independently
Ability to manage multiple tasks simultaneously in a challenging, fast-paced environment
Detail-oriented with excellent analytical, problem solving and organizational skills
Very strong interpersonal skills and professional demeanor
Advanced Excel skills desired, including use of pivot tables, VLOOKUPs, SUMIFs, etc
Experience with SAP (ECC 6.0), BPR and/or BPC is a plus
CPA or pursuing CPA preferred

157

Financial Contract Reporting Analyst Resume Examples & Samples

Support ad-hoc and special projects, including, but not limited to system testing
1 – 2 years previous experience in a finance, accounting, auditing or IT environment a plus
Business analyst or financial analyst experience a plus
Public or private audit and/or consulting experience a plus
Knowledge of GAAP vs. cash-based accounting principles a plus
Participations and/or entertainment industry experience a plus
Experience with system implementations and testing a plus
Experience in a large corporate environment a plus
Strong to expert competency with MS Excel and Word required
Must have ability for progressive responsibility/promotion within the organization
Must have strong mathematical and algebra skills
Must have strong analytical, planning and organizational skills
Must be able to adapt and learn new technology
Solution oriented individual who can work in a dynamic, fast paced, high volume environment and think outside of the box
Must be able to understand and communicate with operational, financial, IT and executive personnel
Must be able to manage multiple tasks effectively, efficiently, with flexibility to changing priorities
Must be a team player with high-level of interpersonal skills and customer-focus
Must be a quick learner who is results-oriented
Must be able to work independently and meet deadlines

158

Senior Financial Analyst, SEC Reporting Resume Examples & Samples

Bachelor’s degree in accounting, finance, or related field
CPA license
3-4 years of public accounting experience
Strong technology skills, including PC and web-based applications
Working knowledge of business finance system platforms

159

Technical Reporting Analyst Resume Examples & Samples

Responsible for Product P & L preparation to be included in monthly management reporting package
Ensure that all appropriate accruals of revenues and related expenses are recorded
Training for Accounting Qualification in ACCA, ACA, CIMA
1-2 years public/private accounting /finance work experience
Detailed orientated but with the ability to also look at the big picture
Team player who can also work on tasks independently when needed to produce results and able to integrate quickly into an established, busy finance team
Must meet or exceed quality expected in compliance with company policies
Experience of working with multi-currency general ledgers
Skilled in the use of Excel, in particular pivot tables and data manipulation

160

Credit Risk Capital Reporting AVP Resume Examples & Samples

Broad knowledge of banking & trading products
Excellent MS Excel skills, ideally proficient with VBA
Post graduate degree or professional qualifications such as ACA/CIMA/ACCA/CFA/FRM looked at favourably
Detailed working knowledge of the Advanced Internal Ratings Based approach to calculating capital requirements for wholesale credit risk

161

Credit Risk Capital Reporting AVP Resume Examples & Samples

Collation and review of monthly/quarterly RWA MI reporting metrics including qualitative commentary and trend analysis at portfolio, facility and counterparty level. Involvement in the regulatory capital reporting process including a number of operational reporting processes
Provide Support to the Business, Treasury and Regulatory Finance in regards to queries on RWA consumption of particular businesses/trades
Ad hoc impact analyses relating to model changes and changes in CRR permissions
Testing of system build, development of business processes for IRB model updates and regulatory rule changes in relation to IRB risk weights
Liaison with Front office and credit officers to resolve queries on RWA calculations
Clear and effective communication skills, both written and verbal

162

HR Systems & Reporting Analyst Resume Examples & Samples

Be the first point of contact for all HR systems issues
Make updates to the system in conjunction with changes to employment law, processes and procedures
Arrange and facilitate systems training
Provide and analyse management information
Be responsible for maintaining the org structure
Work closely with IT and payroll regarding testing and system upgrades
Respond to emerging issues of iTrent in a timely manner
Understanding of HR
Knowledge and experience with iTrent
Highly numerate and acute analytical skills
Experience with Business Objects & Cornerstone desirable but not essential

163

Corporate Tax Compliance & Reporting Resume Examples & Samples

Overall responsibility for the management of all aspects of the Corporate Tax compliance process for the UK business
Review and submission of tax returns
Key point of contact for HMRC enquiries
US and UK GAAP requirements
Ad hoc advisory focus

164

Accounting Controller Reporting Analyst Resume Examples & Samples

Aware of accounting treatments for different types of fixed Income transactions, particularly those which impact derivatives businesses (for example IFRS IAS 39 & IAS 32 and accounting for SPEs)
Knowledgeable of the front-to-back product control process (desirable but not essential)
Proficient in Microsoft Excel (vlookups, pivots etc.), database knowledge desirable
Used to working in teams with good interpersonal skills and a desire to understand the bank's systems and products

165

Senior Analyst, Investment Reporting Resume Examples & Samples

Analyze, design, and automate critical business processes using Hyperion Essbase and Excel
Analyze trending expenses as they relate at varying reporting levels (company, region, fund, and expense category)
Document workflows, results, and streamline manual processes to assist in gaining departmental efficiencies
Successfully engages in multiple initiatives simultaneously
Strong attention to detail in analytical assessments; experienced in developing and maintaining high quality reports and assessments
4-5 years of relevant work experience

166

Sec Processing Analyst Hedge Reporting Resume Examples & Samples

Understand the primary KPIs for the business and each of its functional areas and assist with reporting requirements and tracking to provide dashboard reporting to management
Help to ensure all functional leaders have visibility and reporting on key metrics and trends
Work with operating teams to develop actions to meet short and long term targets
Provides analysis and support for key initiatives driven by the various functional units, including participation on working teams, tracking of key deliverables, and financial tracking of initiatives
Create forward-looking operating models and reports to assist management decisions
Assist functional leaders to provide financial oversight to prepare, review and monitor forecasts and strategic plans
Participate in resource tracking and modeling to optimize information available for management team to make informed decisions
Identify opportunities to improve processes through automation or other means to ensure best in class levels of efficiencies for the business as well as the reporting team itself
Undertake projects as directed by management from time to time relevant to the management reporting brief
Superior problem solving skills and ability to think outside of the standard
Intermediate technical skills including advanced knowledge of Microsoft Excel, PowerPoint, Word, Intermediate knowledge of Microsoft Access. Working knowledge of VBA and SQL and QlikView is an asset
Ability to quickly learn in a fast paced environment
Flexibility with a sense of urgency
Bachelors degree in accounting or finance or equivalent work experience
Greater than 1 year of industry-related experience, including asset management, mutual funds, common and collective trusts, and hedge (alternative investment) funds

167

Reporting & System Administration Analyst Resume Examples & Samples

Create/design board, senior management, and other reporting of RMDM testing activities
Work closely with the CQA reporting and validation group to communicate testing results, trends, and develop reporting
Create reports as needed to communicate testing information
Design other databases and tracking mechanisms for testing work
Manage build out and administration of the Cogent testing platform
Collaborate frequently with other corporate and business line staff to regarding shared objectives
Develop and execute policies and procedures as needed for areas of focus
Maintain thorough documentation of work performed, conclusions reached, and accurate and complete records
May be involved in a variety of compliance projects and initiatives
Bachelor’s degree (or equivalent experience), preferably in a related field
Two or more years of experience in audit/regulatory compliance activities
Experience with database maintenance, information technology, or testing platforms
Experience developing and/or enhancing reporting
Knowledge of the Cogent testing platform, or like system
Background in mortgage servicing, default, foreclosure and government assistance regulatory laws and regulations, including Unfair or Deceptive or Abusive Acts or Practices (UDAAP)
Management experience, including experience designing and managing compliance testing functions
Basic knowledge of U.S. Bancorp operations, policies and procedures

168

Pricing Governance & Reporting Analyst Resume Examples & Samples

Insure compliance with Pricing Policy
Support Legal and compliance departments with all usury related requests
Performing quarterly back testing activities
Performing on a quarter basis usury controls (second level)
Maintaining Pricing IT Tools (CPE, SIB, Hyperion)
Supporting Internal and external auditors for pricing related requests
Support GE Capital International with ad hoc requests that relate to Governance, Reporting & simplification initiatives
At least 1+ years prior finance related experience (Pricing, FP&A or Controllership)
Proficient use of financial systems and analysis tools including Microsoft Office (eg. excel, word, power point)
Process oriented mindset

169

Svp, Audit Operations & Reporting Resume Examples & Samples

Bachelor's Degree and minimum of 8 years' experience; or High School/GED and 12 years of progressive related experience
Minimum of 8 years’ experience in audit or related function, including regulatory exams
Experience working with Excel, PowerPoint and other Microsoft Office programs
YOU MUST BE ABLE TO SATISFY THE REQUIREMENTS OF SECTION 19 OF THE FEDERAL DEPOSIT INSURANCE ACT
Must be willing to travel approximately 15% of the time

170

Enterprise Stress Testing Reporting Analyst Resume Examples & Samples

Partner with cross-functional teams to support reporting of FR Y-14A templates in alignment with regulatory expectations
Conduct robust analysis of stress testing results and support benchmarking of GECC Stress testing results/metrics versus CCAR/DFAST related results from other Financial institutions on a regular basis
Support execution of vision, approach, process and infrastructure for CCAR reporting (FR Y-14's) in partnership with cross-functional teams across GECC, support gap assessment and remediation plans
Support development & execution of a framework for external disclosures of stress testing results in line with industry standards
Ensure thorough documentation of Enterprise Stress testing results in Capital Plan and for FRY-14 schedules
Minimum 5 years of business experience
Highly proficient use of project management and analysis tools including Microsoft Office (eg. Excel, Word, PowerPoint)
Must be willing to comply with pre-employment screening, including but not limited to drug testing, reference verification, and background check

171

Reporting & Compliance Analysts Resume Examples & Samples

Reconcile and validate data
Assist in consolidation and reporting activities
Participate in quarterly close tasks
Bachelor's Degree with minimum 1 year of finance or accounting experience or 5 years of finance or accounting experience
Proficient use of Microsoft Office (e.g.. Excel, Word, PowerPoint)
Financial services industry experience

172

Default / Reporting Quality Analyst Resume Examples & Samples

Keeps abreast of default servicing industry trends, challenges and best practices and serves as subject matter expert to make recommendations to operations managers regarding directives
Collaborates with Quality Control personnel and provides research support for findings reported to management
SEE ACTUAL JOB DESCRIPTION FOR ALL DUTIES AND RESPONSIBILITIES
Minimum of 1 year supervisory experience in mortgage, default loan servicing, Installment, Lease Servicing or banking, auditing and/or quality assurance experience preferred
Thorough knowledge of the fundamental concepts related to mortgage loan, installment loan, and the ability to apply that knowledge in an audit function
Professional verbal and written communication skills and the ability to communicate with discretion, understanding when confidentiality is needed
Ability to display a positive business presence and exercise sound judgment when interfacing with management, investor personnel, and internal personnel
Advanced PC skills, specifically with Word, using mail merge, tables, integration with other applications, and Excel, using pivot tables, macros, spreadsheets, downloading, importing and exporting files. Experience with Access, Outlook andotherMicrosoft applications

173

Human Capital Management Business Objects Reporting Resume Examples & Samples

Responsible for the design and development of reports using Business Objects tool
Build Webi Reports using XI 3.1 according to business requirements
Making modifications to the Business Objects universe and administering user access
Responding to ad hoc requests from firmwide senior management and other functional areas across the firm
Working with other HCM teams, regional and divisional users to understand their reporting needs and ensure assigned tasks are complete within the given timeframe
Strong communication and writing skills
Time management skills – can manage multiple urgent deliverables and can prioritize workload to anticipate and meet deadlines
Good judgment – knowing when to escalate an issue
Teamwork – ability to work well with others
Knowledge of both relational and dimensional data modeling preferred
Knowledge of BO Universe design, Central Management Console and Xcelsius dashboards preferred, but not required

174

Reporting Business Architect for CRO Change Resume Examples & Samples

Challenge project business reporting requirements in the context of the target operating model
Document core reporting process changes & future business processes
Defines impact to current processes reporting controls as a result of program implementation
Facilitates resolution of cross project reporting architecture issues
Signs-off all reporting related BRD’s / change requests to ensure TOM alignment
Works with IT Architecture on IT architecture alignment, transition states and logical roadmap
Designs target business reporting solutions and processes in line with the business TOM
Identifies, manages and drives reporting design issues to resolution
Credit & Market Risk Reporting and Analytics
Capital Reporting and Analytics
Production of current and target architecture

175

Strategic Reporting Design Manager Resume Examples & Samples

Create, design and develop reports as required for LOBs, senior management and regulators
Assist in the definition of report design standards
Provide input into the development and maintenance of project plans supporting report development
Obtain business requirements by interacting with the appropriate stakeholders
Direct business analyst(s) throughout project life cycle
Develop testing plans and test scripts
Collaborate with technology project manager on the resolution of testing defects
Provide input into the preparation of status reports
Collaborate closely with Technology, key stakeholders and other CTPO workstreams to ensure successful execution of project
Conduct preliminary verification of content included in new reports
Bachelor’s Degree in Business (Accounting or Finance preferred)
7+ years professional experience; 2+ years of reporting design and development
Adept at report design and development – knowledge of best in class “look and feel” for MIS reporting
Strong data presentation skills and experience with data mining and analysis
Strong Understanding of industry design standards & guidelines
Strong analytical and managerial skills
Ability to manage multiple workstreams
Able to communicate with all staff levels within and outside of own area
Proactive independent and self-managing
Detail-oriented and precise
Must be able to manage activities against the project plan
Proficiency with standard desktop applications including MS Excel, MS PowerPoint, MS Project and MS Access
Familiarity with reporting tools, such as Cognos and Qlikview, is a plus

176

Human Resource Reporting Analyst Makati Resume Examples & Samples

Providing monthly reports and dashboards of HR trends and statistics for senior management
Developing and generating operational / transactional HR reports for different business groups
Liaising with key stakeholders to identify changes to processes that improve accuracy and consistency of HR data
Acting as subject matter expert for HR metrics
Contributing to the documentation of the information architecture to support the HR reporting needs of the business
Assisting the business to identify reporting events in business processes and ensure that data integrity issues are addressed

177

Ccar Reporting Analyst Resume Examples & Samples

Partner with Operational Accounting and Accounting Policy and Internal Controls to ensure data relfected in the Bank's regulatory reports and the Finance Data Mart are accurate
Develop queries to extract and analyze data from the Finance Data Mart
Train and mentor staff members to gain an understanding of the data contained in the Finance Data Mart
Bachelor's Degree in Accounting/Finance or equivalent combination of education and experience required
Three or more years at a Banking / Financial Services Reporting or "Big 4" firm
Perform periodic audits of source system data to identify and communicate issues with appropriate data owners. Monitor and track issues to ensure timely and appropriate resolutions are achieved
Partner with Internal Audit and other control groups to assess, develop, and monitor adherence to internal controls, and accounting policies and procedures
Prepare regulatory reports, such as Call Report, FRY9-C, and subsidiary schedules, in compliance with legal and regulatory requirements, company policies and procedures, and generally accepted accounting principles
Assess, develop and maintain proper controls, documentation, and change management approach for impacted reporting areas. Partner with Internal A
Discuss and address issues with regulatory reporting liaisons or government regulatory specialists
Prepare risk inputs to financial and regulatory reports, including quarterly & annual report, Call Report, subsidiary schedules and FRY 9-C report for the Bank Holding Company, in compliance with legal and regulatory requirements, company policies and procedures, and generally accepted accounting policies
Work with Risk Reporting, Risk Modelling, Managed Assets Group, and Lines of Business as required to source, verify, collate, and catalogue relevant inputs/documents to support the development of the risk inputs/schedules in the aforementioned reports
Develop and maintain robust documentation for all key processes – automated and manual – associated with the preparation of the risk inputs/schedules
Develop, maintain and periodically test appropriate controls pertaining to all components of the risk inputs/schedules. These controls would subject to review and testing by several groups, including the Bank’s internal and external audit, and regulatory examiners
Work closely with Risk Reporting, Regulatory Reporting, Finance Technology and business analysts to develop the regulatory reports
Develop and maintain robust docuemtnation for all key processes - automated and manual - associated with the preparation of the risk input/schedules
Develop, maintain and preiodically test appropriate controls pertaining to all components of the risk inputs/schedules. These controls would be subject to review and testing by several groups, including the Bank's internal and external audit, and regualatory examiners
Work closely with Risk Reporting, Regulatory Reporting, Finance Technology and buiness analysts to deveop the regulatory reports
Complies data for and prepares periodic financial reports of a highly complex nature
Ensure the consolidated results are accurately stated at the Shareholder as well as communicating with FGB to ensure consistency
Assist in the management of day to day financial reporting responsibilities
Review, assess and ensure compliance with the new and revised BNP reporting requirements. Work with Business Units to ensure reporting changes are accurately reflected
Communication with Shareholder on a quarterly basis to anticipate changes
Work with Business Partners so that they understand IFRS financial results for communication to Senior Management
Partner with Accounting Policy & Internal Control and Operational Accounting to ensure data is reflected accurately
Perform period audits of source systems data to identify and communicate issues with appropriate data owners
Monitor and track issues to ensure timely and appropriate resolutions are achieved
Compiles data for and prepared the Bank of the West's GAAP based Annual Report and other potential periodic financial reports
Review, assess and ensure compliance with new and revised US GAAP reporting requirements
Communication with Business Units on a quarterly basis to anticipate changes in business and communicate new reporting requirements

178

Capital Markets Reporting Analyst Resume Examples & Samples

Recommends changes to existing reporting process
Works with other team members to ensure the correct data is used in preparing reports
Ensure all data ties to General Ledger
Develops new output reports in accordance with Treasury & Capital Market management request
Participate in new sub ledger systems implementation related to reporting functions
LI-RP1
Bachelor’s degree ideally in Accounting or Finance required
Master’s/Advanced Degree a plus
5+ years of financial reporting experience. Prior Commercial Bank reporting is highly desirable
Prior MS Excel spreadsheet use and advanced analytics including building macros
Knowledge of Fixed Income and Derivative products
Analytical & Problem solving skills
Advanced PC skills (Excel, Word, Access)
Strong telephone, written and verbal communication
Self-starter who requires little supervision

179

Senior Financial Contract Reporting Analyst Resume Examples & Samples

Prepare, review, and analyze participations statements, generated from automated systems and / or SDC, for international territories
Review deal terms in deal summaries / abstracts and confirm reporting requirements, validating the deal set-up and proper conversion of legacy system data. Perform flux analysis and research discrepancies, including detailed SAP GL account analysis, reconciliation, and validation with the local territory personnel, as required. Identify gaps and inconsistencies in contracts, agreements and financial statement design for standardization purposes
Assess data sources (including revenue, distribution expenses, production costs and investment) from various international territories and identify data requirements. Review and investigate data coding structure for accuracy and consistency. Recommend designs of future data policy standards. Based on analyses, make recommendations of improvement opportunities or organizational realignment opportunities
Performs ad-hoc special projects and analyses including running and analyzing various reports from SAP and territory accounting systems. Coordinate with various stakeholders, and support planning and implementing transitions of business processes when needed

180

Human Resources Reporting Analyst Resume Examples & Samples

Prior experience in HR function strongly preferred with end user experience of PeopleSoft HRMS, or other industry leading HRMS
Advanced experience with report creation using Business Objects, Cognos or similar Business Intelligence tools strongly preferred
Advanced experience with Excel, Access, Word and Power Point with regard to manipulating large amounts of data, performing analysis and creating reports for various levels of management required
Strong, creative problem solving skills (analyze and troubleshoot reports/data to ensure accuracy) required
Bachelor’s degree preferred with 3+ years of related work experience

181

Financial Accountant / Reporting Resume Examples & Samples

Review monthly General Ledger reconciliation for Private Banking transactions
Preparation of monthly reports for local IFRS and US GAAP reporting
Represent FA for New Business initiatives and implementation testing
Accounting for the various products in the Private Banking world - vanilla to complex derivatives as well as deposits, loans
Liaise with external auditors in the preparation of annual Financial Statements as well as addressing any audit concerns
Involve in project and improvement initiated by other business impacting accounting process
Prepare monthly entity financial pack
Process improvement to enhance current reporting process

182

Reporting Analyst Dat Z Resume Examples & Samples

Partner with DRCOE business teams to implement automation that improves existing processes
Perform root cause analysis to resolve data discrepancies or systemic anomalies
Develop and support technology solutions using MS Office based applications such as Access and Excel
Utilize object oriented coding and programming techniques to provide new and enhanced functionality within existing reporting tools
Conduct rigorous testing of solutions and code to minimize maintenance and maximize quality
Act as a subject matter expert for data within the Data Warehouse and its use across reporting tools and analytical applications
Employ SQL writing to retrieve and manipulate complex data
Ability to managing multiple small projects utilizing industry standard project management skills
Solid reporting experience at all levels: Analytical, Operational, Ad-Hoc, Metrics using Cognos 10
Highly analytical and detail oriented with excellent problem solving aptitude
Strong SQL writing ability Simple to complex queries, stored procedures, functions, views, indexes
Data analysis: Synthesize data, communicate results, develop insights and understand implications
Proficiency with VBA or C# (object oriented) programming to lead technical build team
Ability to work effectively with both business & technology employees in a collaborative team environment
Professional approach to all facets of the end-to-end solutions delivery process
Demonstrated customer focus and strong commitment to quality
Previous experience with Retirement industry data
Familiarity with the PostgreSQL querying language and Greenplum Architecture
Understanding of the Software Development Lifecycle
Understanding of Analytics and Business Intelligence theory
Knowledge of Data Warehousing concepts: ETL, dimensional vs. relational architecture, data marts
Technical Project Management expertise or exposure
Experience with Visual Studio and the Microsoft Business Intelligence stack

183

Reporting Planning Senior Manager Resume Examples & Samples

Overall management of the half year and year end processes, including the accurate and timely reporting of results within the overall company consolidated results
Coordination of the overall Group reporting
Oversight and management of detailed plans and timetables for the production of the regulatory returns for a number of regulated entities in the Group and the production of the related statutory accounts
Leading the relationship with external auditors
Ability to recognise and respond appropriately to the key risks identified in plan delivery and maintain effective oversight of key risk and technical areas
Take ownership for identifying, leading and further embedding continuous improvements to processes across the Reporting Service Centre and adapt positively to the need for change in a rapidly changing environment
A well rounded Accountant with a breadth of experience in delivering/ leading through the various reporting cycles including quarterly, half year and year end
An audit/accounting services background from big 4 practice would be preferred but other strong year end candidates will be considered
Working knowledge of methodologies and best practices for change management
Qualified (CIMA, ACA) with post qualification experience
Experience in business planning and forecasting, business partnering and stakeholder management
Delivering change and process improvement

184

Manager Client & Government Reporting Resume Examples & Samples

Staff Management - The Manager is responsible for hiring, training, and motivating of staff. The Manager will provide ongoing support, coaching, feedback and developmental opportunities to address staff needs in order to engage them and help them be more effective and successful. The Manager will conduct staff meetings, team meetings, and one on one meetings in addition to goal setting and evaluating and conducting employee evaluations. The Manager will also work on vendor management and offshore staff
Service Management - The Manager is responsible for handling escalated advisor and/or client issues. The supervisor will work closely with the front line staff, Service Center, Financial Advisors, and third parties to review and resolve issues
Responsible for daily quality control, managing error rates, exception review processing and daily reporting. Other duties could also include coordination between onshore and offshore teams
Cross-Training and Operation Procedures - managing cross training process to ensure that onshore and offshore teams are following training and cross-training process. Ensure that procedures are maintained and periodically reviewed. Assess and provide recommendations to management on potential policy and procedures enhancements for the benefit of the department
Bachelor's degree in Business, Finance, Economics, or similar
5+ years of experience in financial services operations, client reporting preferred
1-2 years progressive experience directing staff or leading project teams, prefer management experience to include overseeing direct reports across multiple locations
Series 7 preferred
Series 99 (or another qualifying securities license) or the ability to pass the Series 99 exam within 120 days of hire date is required
Very strong in MS Office and Beta
Strong knowledge of legal and regulatory environment provided by Federal Regulators (SEC), Self-Regulatory Organizations (FINRA) and State Regulatory Departments
Must communicate effectively and efficiently with advisors and various levels of management
Must be able to work in a fast paced deadline driven environment
Must be able to prioritize responsibilities to ensure deadlines provided by regulators and firm are followed
Must be able to identify and manage firm risk

185

Investigative Reporting Internship Resume Examples & Samples

Support producers and editors in the edit rooms for day-of-air pieces
Tape research and transcription
Assist producers with research and development for investigative broadcast pieces
Pitch, report and write stories for the investigative unit's website
Assist in the daily administrative duties of running the unit
All candidates must be eligible to work in the US
All candidates must be at least 18 years old
All candidates must currently be enrolled in an accredited college or university and taking at least one class – OR – be a recent graduate of an accredited college or university within the last six (6) months - OR - be currently participating in the Disney College Program, Disney Culinary Program or Disney Professional Internship Program in order to qualify for this internship
All candidates must be available from May/June through August/September for the 12-15 week program
All candidates must be willing to work 40 Hours/Week
All candidates must provide their own housing and transportation for the duration of the internship
All candidates must be able to have a consistent, reliable work schedule throughout the session
All candidates must have strong proficiency in Microsoft Office with an emphasis in MS Word & Microsoft Outlook
Undergraduate students in their Junior or Senior year
Cumulative GPA of 3.0 or higher
Students pursuing a degree in journalism or equivalent
Demonstrated experience (academic or previous internship) in broadcast or print journalism
Previous experience (academic or internship) in writing for news stories
Demonstrated interest (academic or previous internship) in investigative journalism

186

Manager, Environmental Reporting Resume Examples & Samples

Manage and deliver internal and external reporting requirements including but not limited to: annual CDP submission
The environment sections for the TD submission to the DJSI and the TD CSR Report; and,
The environment section for various analyst and ranking submissions
Manage and deliver the
Strong analytical and data management skills and expereince
Strong project management skills and commitment to meeting deadlines
Strong relationship building skills, a good ‘people’ person, an influencer
Collaborative approach
Excellent oral and written communication skills – applicable to a broad range of audiences
Ability to work independently, think critically, multitask and make decisions in a fast-paced environment
Can-do attitude

187

Portfolio Reporting Analyst Resume Examples & Samples

2-3 years of supporting IT Project Management experience
Specialist level requiring business knowledge and the ability to support a range of projects varying in size, complexity and scope
Basic knowledge of the technical environment/ tools (e.g., user environment, applications, software, hardware, programming languages and operating systems) within portfolio
Basic knowledge of business processes and procedures, as well as broader organizational issues and technology
Basic knowledge of business/ organization, infrastructure, architecture and technology from a design/ support/ solutions perspective
Possess a broad technical understanding of the entire LoB’s applications, technologies, and processes
Have a general understanding of the business drivers and value behind the LoB’s applications and services and impact to internal and external stakeholders
Understanding of technical aspects of projects/initiatives, and impact of own work
Experience leading work packages of limited scope, size and complexity
Understanding of basic financial accounting practices to maintain Actual vs. forecast reporting
Intermediate financial project forecasting skills/experience
Ability to communicate and convey technical issues and opportunities in a way that is easily understood and appropriate for the audience
Professionally extroverted with the ability to present technical issues to all levels of senior staff

188

Website Reporting Analyst Resume Examples & Samples

Management of Google Analytics and Google Tag Manager
Google Tag Manager knowledge is a plus
Familiarity with log-based clickstream tools (Omniture, WebTrends, Urchin) is a plus
Basic knowledge of HTML & JavaScript
Proficient in Microsoft Products including Excel – Medium/Advanced level required
Acute attention to detail
Out of the box thinker for problem solving and analysis
Quick Paced, Quick Learner

189

Corporate Reporting Oversight VP Resume Examples & Samples

Continual enhancement of Operational Risk awareness across all Finance functions
Coordination of the Treasury Funding Front Office Supervision programme
Internal audit remediation and tracking
Operational risk event reporting and monitoring
Managing and monitoring all RCSAs across EMEA Finance
Preparation and presentation of high quality reports to senior management, operational risk and board risk committees
Providing assurance on the operational effectiveness of controls
Development of Key Risk and Performance Indicators across all Finance divisions
Proposing, planning and implementing initiatives to continually enhance the control framework
Acting as Operational Risk coordinators partnering with various stakeholders outside of Finance
Overall theoretical understanding of operational risk concepts and techniques, and ability to translate knowledge and experience into recommendations to add value to the business
Strong understanding of the various Finance functions within an investment bank or similar financial institution
Creative big picture thinker
Proactive operating style
Used to working with senior management; good communication and presentation skills
Good organisational skills; ability to prioritise and deliver to tight deadlines
Supporting & contributing to the definition and embedding of Operational Risk Culture
Supporting senior members of the department in ensuring the business� exposure to major risks is understood, monitored & within tolerance
Experience of carrying out risk and control based assessments to evaluate the design and operational effectiveness of controls
Ideally, ACA; ACCA; CIMA qualified

190

Manager, Capital Reporting Resume Examples & Samples

Understand the changes to regulatory guidance, the objective and needs of the organization and the related impact to the group
Manage a team of analysts in generating and analyzing credit risk capital for a variety of banking book related products
Present capital results and value added information enabling senior business leaders to make informed and critical business decisions on capital. This includes interpretation of key capital drivers, variance analysis, and making appropriate recommendations where required
Ownership of design and maintenance of procedures and controls, ensure that processes and data governance controls are appropriate and operating efficiently
Oversee and manage relationships with internal and external auditors throughout the reporting year
Liaise with the Business, Operations, Technology, Accounting and Risk Management groups to ensure accuracy, completeness and timeliness of management and regulatory reporting
Identify and implement process improvements to streamline/eliminate manual processes or reduce capital through optimization strategies
Assist in the implementation of new capital models, methodologies, frameworks and manage changes resulting from new capital guidelines or business processes
Act as a subject matter expert and provide guidance and recommendations to the Business on capital related matters
Promote and foster a positive work environment that encourages productivity, professionalism and teamwork

191

Reporting Analyst Retail Resume Examples & Samples

Collaborate on the preparation and distribution of weekly, monthly, quarterly and as requested reports for Executives, Sales Management, Retail Finance and Corporate FP&A
Collaborate with supervisor to provide financial support for new business developments and growth initiatives
Facilitate and maintain integrity of the annual budgeting and quarterly forecasting processes including the input of these figures into HQ Reporting tools
Manage monthly reporting of Store level P&Ls
Collaborate with supervisor to ensure actual, forecast and budget reporting accurately reflects the assumptions of the retail business
Maintain a thorough understanding of data structure, integrity, flow and reporting requirements in order to define and recommend database improvements
Support supervisor, senior management, Corporate FP&A, and headquarters with financial analysis and other ad hoc reporting and project needs
Contribute to the development of standardized best practice reporting and control methods
Participate in cross functional projects as required
Ability to effectively present information both orally and written and respond to questions from senior management, managers, cross functional business leaders, and peers
Possess analytical and financial modelling skills, comfort with Finance and Accounting principles, and financial statement analysis ability
Ability to be detail oriented and manage priorities to accomplish multiple assignments simultaneously under tight timelines
Advanced skills in Excel; proficient skills in Access database reporting, Word and PowerPoint; knowledge of SAP (or other ERP software) a plus
Ability to think cross functionally, join data from various sources, and draw meaningful conclusions/develop innovative solutions
Ability to troubleshoot and define problems, collect data, establish facts and draw valid conclusions in order to find a solution
Must be able to work in a fast paced, challenging and group environment
Ability to travel domestically
Sporting goods industry and adidas business knowledge preferred
Bachelor’s degree from a four-year college or university
2 – 3 years related experience and/or training
Industry specific experience preferred
Advanced skills in Excel required
Proficient skills in Access database preferred

192

Ew Readiness Reporting Analyst Resume Examples & Samples

10 years of experience with Navy fleet
Experience with Navy fleet operations, program management, and major Navy staff
Experience with Defense Readiness Reporting System-Navy (DRRS-N), including Navy Mission Essential Task List (NMETL) and Navy Tactical Task (NTA) structures and hierarchies, Figure of Merit (FOM) algorithms, Primary and Coordinating Review Authorities (PRA/CRA), Responsibility Organizations (RESPORG), and Navy Training Information Management System (NTIMS)
Knowledge of Navy Type Commander (TYCOM) and Carrier Strike Group (CSG) structures
Experience with Navy electronic warfare
Experience with strategic and national defense analysis

193

Compliance Business Management Strategy & Reporting Resume Examples & Samples

As a member of the team provide close support to the EMEA Head of Compliance in the management of the Compliance department
Centrally manage information flows of key issues and escalations and prepare reports for the Head of Compliance (global / regional committees, boards, etc)
Knowledge and awareness of the compliance competitive and regulatory landscape, with specific knowledge of EMEA-specific issues
Strong writing skills and ability to edit information accurately and succinctly for senior management

194

Operational Risk Loss Collation Reporting Role Resume Examples & Samples

Responsible for data collation, generation and analysis of key Global/ Regional operational risk loss incidents/ reports
Ensure quality, completeness and accuracy of operational risk loss data in the operational risk systems/ database/ report
Liaise with respective loss data providers to get quality/ timely data and implement change as required
Analyze operational risk loss incidents/ reports and ensure timely resolution of issues raised by stakeholders/ escalation of issues to relevant stakeholders
Support operational risk related projects, including system enhancements and data migration

195

Senior Operational Risk Metrics Reporting Resume Examples & Samples

Responsibility for data collation, generation and analysis of key OpRisk metrics reports at the Bankwide, Divisional, Legal Entity and Regional levels
Liaise with metrics data providers in business areas across the Bank to get quality / timely data and implement changes as required
Analysis of metrics data and provision of appropriate challenge to business areas to identify potential risk and control issues
Ensure that all Metrics and Report production process and procedure manuals are updated

196

Operational Risk Metrics Reporting Resume Examples & Samples

Liaise with metrics data providers to understand their processes and data to ensure our metrics are relevant, in scope and accurate
Involvement in the enhancement of metrics reporting under the OpRisk Framework Initiative
Enhancement of report production processes to improve efficiency and control

197

Database Reporting Analyst Resume Examples & Samples

Utilizes software to generate metrics and develops actionable recommendations
Provides support to research teams or management by collecting and analyzing data and reporting results
Collaborates with various function teams to achieve business results
Relies on experience and judgment to plan and accomplish goals
A certain degree of creativity and latitude is expected
Typically reports to a supervisor or manager

198

Analyst Valuation Reporting Resume Examples & Samples

Assist in the updating of GE Board Level and GECC ERMC reporting packages that detail valuation methodology and governance, back-testing methods and results; risks in the valuation process, amount of uncertainty and levels of expert judgment
Lead data collection from all business units across GECC commercial units including the following: methodology of valuation, embedded gains and losses, historical trends in valuations, critical assumptions; impact of stress on embedded gains and losses and alternative exit scenarios
Act as key point of contact to ensure ongoing communication with Valuation challenge function and business units
Provide ad hoc support on various valuation related projects and initiatives
Must submit your application for employment through gecareers.com to be considered (Internals via COS)
Familiarity with regulatory and accounting guidance on valuations
FMP/RMP Graduate

199

Small Commercial Reporting Analyst Resume Examples & Samples

Develop new and enhance existing MIS reports using reporting software like Business Object, Spotfire, Cognos etc for periodic and Ad Hoc reporting purposes
Prepare and distribute monthly and quarterly MIS reports
Responsible for performing data extraction, aggregation, and quality checking from multiple data sources to create data sets used in the SC Models and SC Portfolio management
Gather data from internal DBs using SAS or SQL (AQT, SQL developer etc) and perform ad hoc analytics on large/diverse datasets using various tools and techniques
Maintain procedural documents, data and reference materials
Assume additional responsibilities as required to fulfill data and report enhancement goals
Partner with the technical areas in the research and resolution of system, data, and process problems and assist ongoing data quality improvement efforts
Maintain data management and change control documentation
Manage application testing; develops test plans, test scripts and completes acceptance testing for projects of varying degrees of complexity and system upgrades including but not limited to Strata, LTSL
Respond to questions on topics including but not limited to models, credit scores, underwriting system, decision system, etc from internal and external users
Contribute to internal and external projects as necessary
Background in reporting and data analysis/analytics. Prior experience with reporting software like Spotfire, Cognos, Busines Objects or experience with SQL or SAS is desired
Previous Small Business or Business Banking experience. Background in credit, accounting or finance highly desired
Solid experience with Microsoft Office Suite Experience (i.e. PowerPoint, Excel, Access, Project, etc.)
Aptitude to learn new computer applications, reporting software and databases
Good Presentation and Communication Skills
Ability to Meet Pre-Defined Deadlines
Strong Organizational Skills
Strong natural affinity for structuring and organizing large amounts of data in order to support continually evolving reporting needs (e.g. historical trend and variance analysis from multiple perspectives)
Results-oriented / delivery focused; able to deliver high-quality results under tight deadlines

200

Reporting Development Infrastructure Manager Resume Examples & Samples

Define and Implement reuse framework for development
Bachelor’s degree in Computer Science or Information Technology or relevant work experience
11+ years experience in similar role with global responsibility
MicroStrategy experience a MUST, additional BI tools such as Cognos preferred
Knowledge and experience with visual and interactive design with a primary focus on data presentation and visualization
Knowledge and experience with SQL and relational databases like Oracle and Sybase
Knowledge and experience in SDLC process
Creativity, problem-solving, passion for user experience design and attention to detail are critical
Experience designing highly interactive user experiences by developing wireframes, prototyping functionality
Strong communication, and presentation skills
Knowledge and experience in project management, people management and process management
Hands on manager willing to get down and dirty into the bits and bytes
Financial industry experience is a must preferably at a multi national bank or similar institution

201

Group Manager, P&L Attribution & Reporting Resume Examples & Samples

Provide leadership and management for the P&L Attribution and Reporting team
Generate accurate and complete daily independent P&L and publish results on the applicable web reporting platform in a timely manner and escalate issues as required
Produce daily Attribution to validate P&L and explain any differences
Authenticate daily P&L and position reports to front office P&L estimates or other system reports
Obtain daily Front Office P&L sign-off. Adhere to CMRM policy regarding the escalation of non-compliance with sign offs to upper management
Provide analysis of P&L and investigate and resolve all discrepancies/differences in a timely manner, as required
Ensure that all late or missing reports and related process metrics are recorded, documented and explained appropriately
Complete end of period accounting and reporting
Ensure internal control processes are adequate and documented appropriately
Execute infrastructure changes and ensure that changes are executed in accordance with CMRM change control procedures and EUC standards
Liaise closely with the Bank’s front office traders, market risk control, audit, technology groups, and other stakeholders to assist in meeting the Bank’s objectives
Perform ad-hoc analyses as required by management and deliver on projects and initiatives that have been approved in the All Initiatives Forum
Maintain a good understanding of the analytical principles underlying the pricing and risk management of financial derivatives, including issues that arise regarding financial modeling of products for P&L and attribution purposes
Propose, schedule, plan and champion projects to improve efficiencies in order to provide more effective business support
Ensure that internal audit findings related to the products being traded within the responsibilities of the CMRM are cleared within the time commitments provided to Internal Audit
Establish an environment that promotes respect for individual employee and adheres to the policies and guidelines of the Bank
Direct, train and develop staff to enable them to meet challenges, department objectives and achieve full potential
Manage the performance of your team globally ensuring staff have clear pre-set objectives and get regular feedback on their performance. Ensure performance appraisals are conducted in line with firm’s policy and standards. Take appropriate steps, consistent with Policy and with the support of HR, to manage poor performers
Provide leadership, direction, advice and guidance to the team, to consistently maintain high levels of integrity, motivation and morale. This should encompass all aspects of people development including appropriate mentoring, coaching, and ongoing evaluation of staff performance and leadership skills
Maintain staff competence by creating capacity and monitoring their staff progress to ensure that professional skill sets are developed and knowledge gaps are addressed through appropriate training and development. All employees should be provided with the tools to perform to their maximum capability and fulfill their potential
Initiate actions to further improve your own and the team’s skills and performance. Continuously look for opportunities for professional development
Demonstrate TD’s Leadership Profile in all professional and personal activities
Carry out regular and proactive resource planning to ensure the team is positioned to deliver against its mandate in the future. Identify and mitigate instances of key person risk
Create and maintain an environment conducive to the timely identification and escalation of issues
In addition to the aforementioned requirements, Management supervision of the team should also include
Supervising staff, including establishing appropriate review and assessment of the quality of their outputs based on business standards. This includes risk, P&L & IPV outputs, if applicable to the business
Developing and evaluating both hard skills (product and application knowledge) and soft skills (timely sharing of information, demonstrating trust, respect, and understanding with stakeholders)
Evaluating staff on their ability to work with co-workers as measured by feedback from peers, managers, direct reports and measuring performance against that accountability
Managing operational risk (e.g., cross-training, documentation, and audit)
Managing vacation time and compliance with the Vacation Policy
Effectively manage split / remote teams
Ensuring communication forums are in place. This includes meetings such as team meeting and direct reports
Using cross-functional discussion forums to manage the impacts of change with partners
Managing relationships with other areas including sharing knowledge and identifying opportunities to leverage complementary skills
Recognizing staff, explaining rationale for the recognition, and doing so publicly where appropriate

202

Finance Reporting Internship Resume Examples & Samples

Collaborazione nella gestione dei pagamenti
Attività di analisi e reporting
Attività di preparazione del forecast e presentazione dei risultati al top management
Supporto alle attività di controllo e riconciliazione

203

Graduate Business Reporting Resume Examples & Samples

Clean up reporting based on usage tracking, frequency & production time (gatekeeper)
Expand DIY reporting by moving reports to Report Studio/Queries
Collect Business Requirements for key strategic reporting. Implement consistent BU, RTM and Subregion views with the lowest granularity possible
Maintain Report & Metric Library (e.g. Reporting Portal, BMF Alignment, Naming convention)
PDL Management (email template, audience & calender)
Engage with Solution & Data Quality Architect to influence ease of use and quality of the data (e.g. Testing and Usage)
Support Business in preparing QBR/Reviews & Ad Hoc Requests
Maintain strong linkage and drive prioritization with the Business (Champion) and GA/GBS/SO
Train Business to increase visibility and usage of existing infrastructure/reporting
First-level university degree or equivalent experience
Typically 0-2 years of related experience in IT/business operations
Basic knowledge of HP operational processes
Basic understanding of core HP businesses and revenue cycle
Good communication skills (i.e. written, verbal, presentation). Mastery in English and local language as well as other languages as required
Good knowledge of process area

204

Consultant Medicaid Reporting Resume Examples & Samples

Work closely with the business owners and report producers to ensure the report output is valid and aligned with the contractual requirements
Follow established processes to provide technical and business reviews of each State and CMS report. Provide oversight of analytical reviews of each report to ensure correctness and integrity of the data being reported out during each submission
Lead departmental/work stream discussions on reporting requirements and required enhancements for newly assigned regulatory reports. Responsible to ensure completion of new report design, technical specs, and User Acceptance Testing of regulatory and contractual reporting for Medicaid including Duals programs that meet the requirements defined by the Internal Audit team
Demonstrate full command of the business content and contractual reporting requirements
Develop and track external reporting inventory for all Medicaid products and business by defined work stream
Focus on business outcomes and trends period over period that may point to non-compliance or other operational deficiencies
Follow best practices for business and data analysis. Lead by example
Responsible for directing the support work of a data analyst to support Medicaid State and CMS contractual reporting data analysis, testing, and validation
Work closely with the Medicaid Compliance Reporting (MCR) team to plan and provide oversight to the report configuration and workflow management of each report with the market and functional business teams
Work closely with the Contract Management Unit (CMU) to ensure appropriate interpretation and scope for each report and make certain the latest contractual and regulatory requirements are being followed
Participate in evaluating RFPs, Readiness Reviews, and contract implementations to assess reporting requirements to support new business
Participate in weekly operating committees to provide updates on report development progress and to collaborate with the market and functional teams to troubleshoot reporting issues
Develop, implement, and maintain process for daily and monthly tracking of report development and submission processes
Work to continuously improve processes to achieve better data integrity and reporting capabilities
Demonstrated success in identifying, developing, and implementing business and operational reporting requirements across multiple business areas/functions
Demonstrated strong business acumen and ability to understand various Medicaid business models and internal processes to support our clinical Model of Care for long term care and the community well population
Strong process focus and systems thinking
Bachelor’s degree or experience in lieu of
Motivated interest to build personal business knowledge
Enthusiasm and self-motivation essential; a confident change-agent; strong presentation skills (oral and written)
Managerial courage to act even in face of resistance to do the right thing
Highly motivated with internal drive for success
Graduate degree in a Healthcare or MBA
Medicaid or Medicare operational and reporting experience
Technology skills and experience with reporting/business intelligence tools
Knowledge of healthcare and/or medical, pharmacy and clinical data a significant plus
Complete proficiency in Advanced Microsoft – Word, Excel, Access, PowerPoint, Outlook and Project

205

Business Consultant, Customer Reporting Resume Examples & Samples

Troubleshoot and optimize current procedures being used by the customer reporting team
Design, guide and oversee the development and implementation of processes which meet the requirements of customers
Demonstrated experience with relational databases, including SQL Server or Oracle PL/SQL
Proficiency with the Microsoft office applications, including Microsoft Excel
Traditional reporting and data analysis performed
Bachelor’s Degree in Computer Science, Engineering or a related technical field
Experience using Qlikview and SSRS
Master’s Degree in Business Administration, Computer Science or a related field
Prior experience in insurance operations background

206

Reporting & Systems Business Consultant Resume Examples & Samples

Identify departmental objectives and drive process methodology that will achieve all desired business outcomes
Model business consultation capabilities to align required needs with executable business solutions
Articulate a realistic vision that incorporates continuous operational improvements into daily business practice
Develop operational reports for Quality HEDIS Operational Leaders
Provide reports to be utilized for weekly Workforce Management Meetings with the QOCA Markets to discuss HEDIS Chart Chase progress and prioritization
Develop solutions to create processes to maximize functionality of vendor HEDIS abstraction system for users, reporting and results
Function as the SME for data and systems related to Medical Record Review
Work closely with Stars Maximization team, Quality Analytics, and Quality Systems Integration on HEDIS Report needs
Develop sub reports using Qlikview reports and database reports to help analyze data and determine progress
Assist with oversight of the HEDIS Vendor expenditures and budget
Experience taking multi-faceted raw data and merging it into Excel & Access files to develop detailed reporting for the defined business areas
Demonstrated critical thinking/analytical skills
Ability to query data in Excel & Access
Demonstrated ability to drill down into data with associated analysis and conclusions
Expert in Excel – experience creating pivot tables, loading data and creating reports
Experience with Access: loading data into Access and create reports
Proven ability to facilitate and lead through influence
Master’s Degree in Business Administration
General HEDIS/quality understanding
Clinical terminology understanding
Qlikview experience/knowledge
SQL experience/understanding
High level of proficiency with Access and Visio

207

CPA Reporting Finance / Accounting Consultant Resume Examples & Samples

2-3 years of experience in an accounting or finance role
Bachelor’s Degree in Accounting, Finance, Business or a related field
Strong Access experience
Self-sufficient, self-starter

208

PNO Reporting Analyst Resume Examples & Samples

Bachelor’s Degree in Business with concentration in Accounting or Finance,
Ability to identify trends in data
Microsoft Excel, Word and Power Point proficient
Ability to complete tasks without detailed supervision by direct leaders
Experience with financial reporting

209

Reporting / Technical Business Consultant Resume Examples & Samples

Developing data tools, automated system feed’s, technical documents and process improvement opportunities which will gain efficiency in the daily operations of our business
Researching and analyzing data to identify market trends and ways to re-engineer current reports and processes making sound recommendations to improve the levels of service and support to meet the growing needs of our organization
Additional responsibilities as deemed appropriate by leadership
Demonstrated experience in SQL programming, SSIS package creation and SSRS development
Strong analytical skills & ability to interpret analytics into actionable information
Comprehensive knowledge and proficiency with Microsoft Access
Bachelor’s degree in Information Technology, Engineering, or equivalent work experience
Knowledge of the Healthcare industry
Six Sigma or Lean Certification
Prior experience managing data flow processes

210

Senior Manager Ccar Reporting Resume Examples & Samples

6+ years of experience in the Financial Service industry
Previous experience with Financial Planning and Analysis, Treasury, Statuary Reporting, and Capital Management
Federal CCAR Stress Test & Corporate Capital Liquidity Stress Test experience

211

IT Manager Enterprise Reporting Resume Examples & Samples

Work directly with business stakeholders and IT management to define and plan the team’s project portfolio. Under Senior Manager guidance, participate in the IT Budget process for the Enterprise Reporting Group
Ensure the Dell Software BI meets uptime, performance and service level agreements
Work with the infrastructure team to plan capacity for the database and servers
Partner with the DSG business units to maximize reporting opportunities and evolve the platforms
Under Senior Manager guidance, manage vendor and service provider relationships and contracts as they pertain to the Enterprise Reporting Group
Oversee all aspects of the development lifecycle: requirements, development, quality control, deployment and
Experience with OBIEE, QlikView or other enterprise BI applications

212

Transparency Reporting Business Partner Resume Examples & Samples

75% - Business Process and Operational Excellence
Develops and implements all required quality control measures to establish flawless delivery of published reports
Builds appropriate dashboards and metrics to highlight key business activities as they relate to the process of producing Transparency Reports
Develops the strategy and operational process to produce all production transparency report output
In conjunction with Global Compliance, take responsibility for ensuring an integrated approach between all necessary parties required to effectively produce all final reporting
Proactively address system improvements to ensure ongoing alignment with internal policies and procedures as well as external regulations and assure reporting platforms are operationally aligned to Shire’s needs
Accountable to oversee the formal process for historical information requests and remediation of information as required
15% - Regulatory Interpretation and Business Rule Establishment
Establish formal change management process for business rule implementation and work to assure the proper and controlled ongoing implementation of all business rules within Shire’s aggregate spend reporting database
Assure all production reports are aligned with Shire’s current regulatory
Tracks and monitors any industry changes as it relates to CMS Open Payment guidelines and will assure that any necessary changes are reflected in the reporting database
10% - Team/Individual Leadership
Leads vendors/consultant(s) to execute processes in a timely, efficient and compliant manner

213

AM Tech-middleware Reporting & Caching Engineer Resume Examples & Samples

Use infrastructure performance reports/metrics to identify improvement opportunities
Mule 3.x
Qpid
Gemfire 7.x and 8.x
IIS and Weblogic
Tomcat and Apache

214

Transaction Reporting Analyst Resume Examples & Samples

The exception management process to the FCA/AMF and for undertaking root cause analysis
Completing control checks and sampling
Carrying out periodic detailed monitoring according to the Quality Assurance Framework
Assist with the requirements analysis for regulatory change under MiFIR (MIFID 1 &2)

215

Merchandise Reporting Analyst Resume Examples & Samples

2-5 years as a business analyst, data analyst, or business systems analyst
Bachelor’s degree with a focus in Business Administration, Information Systems, Computer Information Systems, or related major
Working experience and complete scope of understanding in the logic of building reports, maintaining data integrity and accuracy of overall reporting
Aptitude for analytics and strong mathematical skills
Strong critical thinking and problem solving ability
Energetic, personable and positive personality
Pro/Expert level Microsoft Excel (pivot tables, macros, vlookups, formulas)
Experience with SQL and Business Intelligence

216

Management Information Reporting Analyst Resume Examples & Samples

The IDS Specialist is responsible for providing accurate financials figures related to IT Operations department
The IDS specialist will be in charge to run and to maintain the IT Operations billing system in partnership with Finance department
The IDS specialist will also provide a day to day support to the local MICS manager during planning activities
IT Operations delivers and supports a wide range of technologies and services, and provides end customer support to all businesses across HSBC. With guidance from management, the job holder will have control over the planning and delivery of technologies, projects, costs and service and may be required to work independently, as part of a team
The job holder will be expected to exercise initiative in overcoming obstacles to success. They will be expected to adopt a flexible approach in terms of working hours and travel to other locations
The job holder will be expected to adhere to company policy and general guidance and will be also be expected to “think outside the box” and respond flexibly, taking decisions in the interest of customer/business needs and service
The job holder is required to work in conjunction with all sections and staff across IT Operations
Be an expert of the local billing system and support global billing initiative
Initial point of escalation for internal questions related to billing
Analyse reoccurring problems and identify solution
Track potential saves and suggest ideas to achieve a cost saving
Be able to understand and to explain customer recharge and suggest cost saving initiative
Monitor monthly inter and intra recharges
Provide support to MICS manager during unit rates calculation
Be able to produce ad hoc report
A bachelor’s degree or equivalent experience in computer science or related field
Understanding and translating IT Operations strategy into own team and aligning directions accordingly
Effective communication, inter-personal and negotiating skills
Sound judgmental skills to identify and resolve problems
Demonstrated ability to build relationships with key stakeholders
Possesses and applies knowledge of particular specialized field to the completion of moderately complex assignments
Ability to prioritize work to successfully deliver service to agreed levels in a diverse and constantly changing technical environment
A high level of technical expertise including good technical design and implementation skills Experience
2-5years experience in end user computing systems
Require the ability to work with little to moderate supervision; the ability to make recommendations regarding assigned projects to management
Ability to build strong relationships and communicate with a wide spectrum of stakeholders
Good knowledge of the project lifecycle and group strategy
Practical understanding of business finance and management of budgets and expenditure
Comprehensive understanding of policy and procedures in context of wider industry trends and direction

217

Analyst, Ad Sales Reporting Resume Examples & Samples

Determine business reporting needs and data requirements through interviews, consultations and document analysis
Evaluate the information gathered and distinguish between individual wants and business needs prioritizing accordingly
Document manual processes, calculations and business logic within specified reporting artifacts
Create reporting mock ups and high-level conceptual data mappings
Create and manage daily reports sent out to business users
Act as reporting power user within business organization providing on-going ad-hoc support
Articulate user stories for Development work on in-house applications
Translate business needs/wants into new functionality on applications
Prioritize stories for developers using the Agile methodology
Analyze and prioritize future phases of applications for enhancements
Train employees on existing and all future applications
Analyze current processes and reports to determine future needs for the business
Troubleshoot and respond to business users who are having issues with reporting or using the applications
Create and maintain documentation related to in-house applications (Training Manuals, security grids, etc)
Communicate long and short term goals/deadlines to Senior Management
Monitor development progress to ensure business timelines are met
Minimum 3 years of business analysis work experience, including business process or reporting analysis
Great verbal and written communication with the ability to communicate with all levels in the Organization, both technical and non-technical
Ability to manage multiple projects running in parallel
Comfortable compiling and analyzing large data sets
Previous Business Analyst experience
Expert user of Microsoft Excel, Word, PowerPoint
Media/Ad Sales knowledge a plus!
Understanding of media sales systems is a plus
Strong analytical problem solving skills; ensuring data accuracy and reconciliation
Good listener and open to different points of view
Ability to work in highly collaborative environment
Understand technical capabilities specifically within reporting
Experience with data warehouses and Business Intelligence tools (MicroStrategy, Business Objects)

218

Manager General Ledger & Reporting Resume Examples & Samples

Chart of accounts set-up and maintenance
Supervision as well as execution of journal entry and other transaction creation, validation, processing and recording
Income statement and balance sheet reconciliations in a multi-currency environment
Analysis and reporting of financial statement line items
Design and execution of General Ledger & Reporting internal controls
Demonstrated masters of accounting skills and concepts
Analysis and application of GGAP to complex accounting scenarios
Bachelor’s degree in Accounting, Finance or comparable field and a minimum of 3 years’ experience, Masters and CPA preferred
Demonstrated knowledge of General Ledger & Reporting best practices
Supervisory experience to recruit, lead, mentor, evaluate, and develop talent
Ability to organize and distribute team workload to maximize individual and team performance
Ability to present complex ideas (orally and written) to a diverse audience to influence behavior and drive organizational change

219

Reporting Analyst Remote Resume Examples & Samples

Effective communication skills—verbal, written, phone, and interpersonal, in order to interact with clinical staff, Xerox internal departments, vendors and customers
Understands health care, health care benefits, or health care insurance
Ability to collect necessary information from clinical staff, document requirements and implement analytic and reporting tools
Develops knowledge and expertise with both clinical documentation system (MedCompass) and claims warehouse to develop reports
Communicates regularly with vendors/departments regarding data feeds and/or data integrity issues
Develops quality assurance processes to assure accuracy in reporting
Resolves data integrity issues
Manages the release process for application and warehouse deployments
Collaborates with management and information systems staff to ensure consistency and efficiency in all processes
Work with other team members to develop and maintain a clear and concise documentation process for all analytic and report-related activities
Strong Excel skills including development of graphs
Analysis of report data to identify trends
Assists with development of monthly, quarterly and annual customer reports
Minimum 5 years of progressive responsibility preferred in health care analytics, reporting, data management, or related field
Medicaid program or payer experience required
Knowledge of healthcare concepts required
Understanding of claims payment processing required
Demonstrated organizational, problem-solving, and basic analytical skills
Strong interpersonal and teamwork skills
Advanced Excel, Intermediate Access, and/or Basic SQL knowledge required
Bachelors’ Degree in Business Administration, Information Technology, or related field or equivalent combination of education and experience

220

Reporting Analyst Ayala Avenue, Makati Resume Examples & Samples

Design, build and produce relevant reports based on agreed metrics which will be used in decision making and prioritizing improvement actions
Provide analytics based on facts gathered from source of truth
Adhere to the standardized way of data gathering and data mining and reporting
Ensure that data is provided in a timely manner

221

Human Capital Management BO Reporting Resume Examples & Samples

Responsible for the design and development of reports using Business Objects tool
Build Webi Reports using XI 3.1 according to business requirements
Making modifications to the Business Objects universe and administering user access
Responding to ad hoc requests from firmwide senior management and other functional areas across the firm
Working with other HCM teams, regional and divisional users to understand their reporting needs and ensure assigned tasks are complete within the given timeframe
2+ years implementing Business Objects reporting solutions using Web Intelligence
Time management skills ? can manage multiple urgent deliverables and can prioritize workload to anticipate and meet deadlines
Good judgment ? knowing when to escalate an issue
Teamwork ? ability to work well with others
Knowledge of both relational and dimensional data modeling preferred
Knowledge of BO Universe design, Central Management Console and Xcelsius dashboards preferred, but not required

222

Cib-bus Analys & Reporting Analyst Resume Examples & Samples

Dealing with external clients
In depth knowledge of Fund Administration and Accounting policies
Excellent client management and influencing skills
Time management and organisational skills
Good operational knowledge of Fund accounting systems
4 / 5 years industry experience
Effective people management skills

223

Manager Global Fund Administration & Reporting Resume Examples & Samples

At least 3 or more years of people management experience
Ability to build collaborative, trust-based relationships with staff and customers in a local, international and multi-site environment
Strong ability to prioritize multiple tasks, manage conflicting deadlines in a fast paced dynamic organization
Identify, escalate, and communicate complex issues to Assistant Treasurer/Treasurer as appropriate

224

Wholesale Reporting Analyst Resume Examples & Samples

Work with the ICG Finance and Risk partners to identify, prioritize and implement initiatives to optimize and improve organization’s overall risk weighted assets. This will require an understanding of finance and accounting, as well as key product dynamics including the impact of collateral, risk ratings and other drivers for Basel's RWA calculation
Support the delivery of identified projects/initiatives which have been highlighted by the business as key deliverables for B2.5 and B3. This will require coordination with ICG Finance/Risk and Technology partners
Prepare and present senior management metrics highlighting key issues and remediation status, progress on strategic initiatives, as well as, other key items requiring Senior Management escalation and sponsorship
Implement and execute operational procedures, ensuring key controls are in consistently executed, continuously reviewed and optimized for this fluid Basel reporting/regulatory environment

225

Human Capital Reporting Enterprise Service Management Lead Resume Examples & Samples

Bachelor’s Degree required, Master’s degree preferred in addition to equivalent years of experience
5+ years’ experience in either a business planning/analysis role or as a senior client relationship manager
5+ years’ experience developing complex, cross business change strategies with a proven track record of execution
Experience in an HR or workforce management role, including demonstrated experience of managed advanced analytics projects. Proven track record in service excellence and project/business change management
Experience interacting with senior managers, negotiating deliverables and navigating complex organizations and managing through ambiguity
Strong quantitative and analytic skills and ability to effectively manage teams indirectly
Proficiency with systems and data management and analysis tools
Strategic thinking – ability to leverage data and analytics to deliver unique insights and solutions to complex business challenges

226

Basel Retail Reporting Resume Examples & Samples

Bachelor's degree in Finance, Accounting, Economics or equivalent experience required
5+ years Finance or Credit Risk experience
Advanced Microsoft Excel Skills required
Expert Excel and PowerPoint VBA Macro Development Skills required
Expert Oracle SQL programming skills required
Must possess superior automate report writing skills
Consumer banking products experience or exposure a plus but not required
Previous exposure to Regulatory Reporting a plus
Exposure to global processes and teamwork across various locations and cultures desirable
Strong interpersonal/communication skills (oral and written) and confidence to work with multiple business partners and all levels of management
Must be a proactive and goal-oriented strategic thinker

227

VP, Risk Governance & Reporting Ris K Resume Examples & Samples

Knowledge of most, if not all, risk types (market, investment, insurance, operational)
Prior background in governance
Executive presence and comfort with all levels of management
A high degree of initiative, curiosity, with an eagerness to learn
Strong team player; ability to partner across the organization and achieve results working through others
Excellent communication, presentation and facilitation skills
Ten or more years of risk management or related experience in a large financial institution is required
A Bachelors degree is required

228

Sales Reporting Professional Cognos Resume Examples & Samples

Working with business users to design and develop Cognos BI 10.2 reports using Report Studio with data drill-down and slice-and-dice options
Event Studio (Example: how to trigger mails based on due date), Analysis Studio, Business Insight
Excellent in Dashboard Creation in Cognos with Report Studio and Cognos Business Insight
At least 3 years experience in MIS / Business Analytics team with responsibility to deliver standard and ad-hoc reports on a timely basis
At least 3 years experience in 1. Cognos -> High level understanding of Report Studio, Working on Drill down, drill through functionality, Active Report, Advance Graph, analytics on graph
At least 3 years experience in 2. Event Studio (Example: how to trigger mails based on due date), Analysis Studio, Business Insight
At least 3 years experience in Dashboard Creation in Cognos with Report Studio and Cognos Business Insight

229

Emeair Reporting Analyst Resume Examples & Samples

P&L, BS and Cash flow analysis
Sales analysis
Stock: in particular analyze stock in collaboration with Merchandising dept and prepare summary reports
Capex monitoring: update of project list and check of cost plans, providing monthly updates based upon store opening phasing and actual spend
Store P&L: provide explanation by store for expense variances
Weekly Sales analysis
Prepare presentations with monthly actual YTD packages at store/consolidated level to Retail & Finance Management incl. analysis of the retail KPI's (UPT - Sales/FTE – etc.)
Budgeting, Forecast and Plan Process by store, consolidating at central level
Prepare ad hoc analysis on costs, stock, cash flow and capex
Liaison with external and internal auditors

230

Analyst Governance Reporting FCC & RC Assurance Resume Examples & Samples

Tenacity to follow issues through to resolution
Proficiency with personal computers and is technologically inclined
Experience within the financial services industry
Ability to exercise sound judgment
Good communicator (written and verbal) with strong inter-personal, influencing and relationship-building skills

231

Valuations Reporting Analyst Resume Examples & Samples

Help manage bi-monthly IPV processes
Design valuation reporting processes and systems, and produce valuation reports on a regular basis
Maintain valuation policies and methodologies including

232

Analyst, Revenue Reporting & Planning Resume Examples & Samples

An accounting designation or working towards a designation (CMA, CA or CGA)
Excellent skills in Excel, Macros, financial modeling and presenting results using trending graphs/charts using tools such as PowerPoint
Strong financial systems/tools knowledge including Microsoft SQL Server, SAS, and MicroStrategy
Strong/ proven critical thinking / analytical skills
Ability to conduct effective research and analyze results
Ability to streamline processes to improve both speed and accuracy of reporting and planning
Attention to detail and ability to analyze numbers for accuracy and reasonableness
Month-end reporting experience
Ability to work with and present to all levels of Bell employees including senior management
Ability to work well independently and within a team environment
Minimum 2-3 years experience in a finance role
Preferred to have experience with SAP

233

Reporting Resume Examples & Samples

Manage performance by effectively communicating specific expectations and provides regular feedback on progress
Ensure that all relevant and required processes and procedures are followed
Assure the presence of standards and procedures to support the information needs of the business in a flexible but efficient environment
Coordinate and participate in requirements gathering, enhancements, testing, and documentation of product enhancements and/or business opportunities
Ensure development objectives are accomplished; user testing is performed; and member/business notification is prepared in a timely fashion
Ensure timely and accurate communication with project staff throughout the life cycle of the project
Ensure methodology compliance; document problem areas and coordinate resolutions; reporting to management as necessary
Review and ensure all applicable changes are documented appropriately through Change Control Process; assess the impact across deliverables within a release and to in-flight and/or upcoming deliverables
Report and communicate status/risk, etc. directly to business owners and stakeholders and to appropriate Project Management
The ideal candidate will possess as strong compliment of IT skills and technical experience including Oracle, ETL
Relevant work experience needed is between 5-7 years
Candidate should have strong exposure and understanding of the core technical tools utilized within the group – namely open source ETL tool: Talend, Business Rules management systems: IBM JRules, strong exposure to high performance database like Oracle or equivalent systems
Develops, maintains and strengthens relationships with key business partners and peers to enable effective planning of new products and technology to ensure the delivery of service and value
Must include excellent communication and coordination skills, inclusive of team leadership, relationship management and mentoring/coaching
Strong analytical, negotiation, and troubleshooting skills
In-depth knowledge of integrating technologies and platforms and understanding dependencies in support of a positive client experience

234

Human Capital Reporting Analyst Resume Examples & Samples

Ensure all adhoc requests are serviced within agreed SLA (high quality analysis, accurate and timely delivery)
Support advanced analytics projects in the area of predictive analytics, data mining, and statistical modeling
Manage all standard report development based on business partner requirements and drive prioritization in partnership with technology – goal is to drive more towards standard human capital reporting
Ensure extremely high level of control environment in managing sensitive HR data and reporting, build solid process documentation and must deliver satisfactory Risk & Control review against any and all processes performed by the group
Communicating effectively with clients and business leaders to clarify reporting needs
Ensuring the delivery of analytics and reporting according to a defined schedule that supports the requirements of Analytics & Reporting and the client
Utilizing SQL, Excel, Access, Word and Power Point to extract and summarize large amounts of data, perform analysis and create executive level reporting
4 year bachelor’s degree or master’s degree or equivalent
3 - 5+ years experience in a reporting / analytics function
Experience using an industry standard BI tool (MicroStrategy, Workday, SAP Business Objects, Actuate, Web Focus, and Cognos)
Ability to automate using programming code like VBA
Proficient in MS Excel, MS Access, VBA and query building on RDBMS platforms like Oracle, and SQL is desirable

235

Analyst, Contact Center Reporting Resume Examples & Samples

Responsible for consolidation of all contact center technology reporting into internal data warehouse
Work with external and internal partners to create a consolidated data dictionary and ensure accurate data matching
Automate all departmental reporting
Ad-hoc reporting as needed
2+ years Contact Center Experience and/or IVR experience
HTML/PHP experience a plus
Experience in Data Warehouse Implementation a plus
Analytical, project-oriented, problem solving, attention to detail, and organizational skills

236

Fixed Income Division Reporting Controller Resume Examples & Samples

Global and regional profitability analysis for the Fixed Income business unit
Daily/weekly revenue reporting
Strong communication skills – able to deal effectively across functions and levels
Sound problem solving and analytical skills

237

Contract Systems & Reporting Analyst Resume Examples & Samples

Perform Licensing contract and amendment status reporting for Contract Administration (CMC)
Conduct royalty, SKU/ISBN and Licensing Rights analysis for CMC, Legal and Finance
Identifies and resolves contract system issues; performs analysis and make recommendations for issue resolution; provides appropriate, timely escalation of issues
Participates in meetings and calls with IT, Regional CMC Offices, Licensing, Legal and Business Affairs and Regional CMC Offices
Organize and conduct system training to Licensing and CMC teams
Participates in system and process improvement projects; create and present diagrams and workflows charts; analyze potential process changes and impact to downstream systems and process workflows; recommend process efficiencies and improvements
Administrates Master Data creation and maintenance within SAP and Disney downstream systems
Coordinates with Legal and Business Affairs to determine and request comprehensive character coding creation
Performs other administrative department functions as necessary
Minimum 2 years’ experience in related field, or equivalent experience
Work experience within the entertainment industry would be considered a strong plus
Must possess strong quantitative and analytical skills combined with solid business and financial acumen
Strong relationship building skills and a highly professional “client service orientation”
Must be able to interact with all levels of management
Must be an excellent team player who possesses solid interpersonal and organizational skills
Excellent communicator in both oral and written settings
Excellent Excel and Visio skills a strong plus
High energy level; strong work ethic
Self-driven, independent thinker
Results-oriented, decisive
Bachelor’s degree, or equivalent work experience

238

Senior Technical Lead Reporting an Analytics Resume Examples & Samples

Credit Risk
Operational Risk
Act as a project manager for Risk Analytics and Reporting projects
Act as an interface between Risk Managers / Research Analysts / Portfolio Managers and Risk Analytics & Reporting team
Assist in defining risk methodologies with users, specify and implement risk methodologies with development team, analyze risk analytics and perform risk modeling in various Risk Systems such as BARRA, YieldBook, POINT, Moodys MPA, Intex, etc
Perform ad hoc analysis and stress testing for users on various Risk Systems
At least 10 years of relevant experience in Buy or Sell side, experience in an insurance or financial services company
Knowledge of enterprise risk reporting
Understanding of risk models and methodologies
Hands on experience and a complete understanding of various Risk Systems such as BARRA, Yieldbook, POINT, Moodys MPA, Algorithmics, or RiskMetrics to include the utilization of end users
Previous experience in implementing one or more of these systems is a big plus

239

Manager of Branch Banking Reporting Wayzata Resume Examples & Samples

Oversight and ownership for timely, accurate financial and comprehensive business line management reporting, including but not limited to: branch banking production and product reporting, branch banking regulatory and external reporting requests and financial statements
Responsible for driving development of meaningful ad hoc reporting to support business partners’ decision-making
Assurance that processes in all areas of responsibility are adequately and effectively controlled and that effective change management is in place
Drive strategic process improvements to increase efficiency of the overall reporting portfolio and maintain credibility
Motivated to achieve high standards and meet deadlines

240

ESC Reporting & Engagement Manager Resume Examples & Samples

Manage senior management reporting, including biweekly and monthly operational review, to ensure alignment of content with strategy
Lead and manage the Briefing Book request and publication process. Briefing Books provide an up to date high-level global view of our key/critical supplier relationships and activities. They are used by Citi Senior Management in preparation for meetings between Citi and key suppliers
Provide governance and oversight to external communications for industry conferences, speaker engagements and third party publications
Manage awareness campaigns for key programs to spotlight progress and/or innovative functionality available to ESC users
Coordinate and organize events such as townhalls, offsites, all hands meetings, senior leadership meetings, video shoots, and other business events as needed
Create town hall content and manage related communications to engage feedback
Liaise closely with key internal and external stakeholders including Sourcing, Purchase to Payment Operations, Supply Chain Systems, Analytics and Risk
Minimum of 7 plus years of professional, diverse experience across the finance industry, functions, and businesses
Previous experience in similar roles is preferred
Ability to break down communication barriers and influence peers / partners to take action necessary to achieve goals
Demonstrated ability to coach and influence peer group in decision making and strategic processes
Results-oriented with ability to conceive and execute business/operating plans
Proven ability to prioritize business objectives and effectively manage multiple projects through to timely benefit realization
Proven problem solver, self-motivated, results-oriented, and ability to multi-task in a fast moving environment with different functional areas to get the job done
Business Administration degree or similar
Significant presentation development and delivery skills
Considerable experience in management interaction across organizations and regions
Experience in building and managing relationships across geographies and functions
Ability to multi-task, prioritize, and manage multiple projects while meeting all deadlines
Strong ability to work independently, handle short timelines, manage conflicting priorities and execute efficiently and effectively
Displays a commitment to quality
Takes ownership of his/her work
High level of attention to details
Strong PowerPoint presentation skills
SharePoint and Collaborate experience a plus

241

Revenue & Reporting Analyst Resume Examples & Samples

Undergraduate degree or equivalent professional accreditation or 3 - 5 years of experience as an analyst in investment, trust and banking operations or equivalent experience
Solid knowledge of Investment, Trust and Banking product and process
Working knowledge of risk management and control practices
Professional accreditation in accountancy, banking, investment or trust would be an asset
Excellent skills with Microsoft Excel and Microsoft Access with demonstrated work history using spreadsheets and databases to support data management and analysis
Working knowledge of SAS EG and Base SAS would be an asset
Minimum 2 years of working knowledge of Global Plus would be an asset
Strong communication skills with ability to summarize and present complex and technical business processes
Ability to proactively identify new procedures, processes and workflows; assists individuals in adjusting to changes as they occur
Possesses good understanding of business concepts. Thinks logically and systematically in financial terms
Proactively apply sound reasoning, and generate relevant recommendations that lead to business success
Develop effective partnerships with management and non-management staff across the enterprise
Excellent organizational skills, including the ability to multi-task and handle the pressure of tight deadlines
Solid relationship management skills

242

Senior Account Compliance & Reporting Resume Examples & Samples

At least 5 years professional experience
Experience preparing financial statements
Bookkeeping
Strong analytical skills and attention to detail

243

Fixed Income Reporting Controller Resume Examples & Samples

Internal management reporting of revenues for all Fixed Income Division (FID) businesses globally, including daily revenues, weekly Management Committee Report (MCR) preparation, weekly and month-end legal entity revenue and balance sheet movements and daily P&L sign-off metrics
Month-end analysis and controls across FID including books vs. reported differences, SEC revenue classification and tracking of significant month-end items which are communicated to senior management within Finance and the Business Units
Works very closely with the various product control teams within Fixed Income in all regions
Ad Hoc: Projects and queries as raised by senior Finance and Business Unit management
The candidate should be a graduate and preferably a qualified accountant with product control experience
7+ years experience in financial services or accounting industry
Knowledge and experience of financial products - Fixed Income products would be preferable

244

SAP Business Warehouse & Reporting Tools Architect Resume Examples & Samples

Plan, architect and align Business and BI objectives with technology solutions
Ensure compatibility across infrastructures architecture
Oversight of the design & implementation of the business intelligence architecture platform,
Tool selection & implementation,
Process design & execution,
Skill requirement definition and ongoing architecture upkeep and support of the BW/BI environment
Bachelor’s degree in Information Systems/ Accounting or Business from an accredited institution is required
Minimum 5 years experience in SAP BW 7.30 or later (Netweaver 2004s) environment required
Minimum 3 years experience in leading teams consisting of on-shore and offshore consultants
Minimum 5 years Strong Technical/ Functional Knowledge of SAP Business Objects and BI with BEx Analyzer and Web Application Designer
Minimum 5 years of hands-on SAP Business Objects using Web Intelligence and Dashboards, performance debugging, and tuning. Knowledge in SAP BW and integration to Business Objects required
Minimum 3 full SAP project life cycle implementations, following the ASAP or an equivalent systems methodology
Excellent Verbal, Written, Presentation and Communication Skills to interface with all levels of leadership with Customers & IT
Minimum 1-2 years managing projects and upgrades
Experience working in large global/ multinational corporations
Superior work attitude and willingness to learn new areas
Ability to build strong relationships with business partners and be comfortable managing large teams
Minimum 3 years of working knowledge of MS Office Tools (MS Excel, PowerPoint, Visio, Word)
Demonstrated Ability to work in virtual teams to Solve Business Problems
Ability to work during non-business hours as needed
Interested candidates must submit a resume/CV through nbcunicareers.com to be considered
Must be willing to work in Universal City, CA or Englewood Cliffs NJ
ETL Technology: SAP BW/ Teradata/ Tableau
Proficiency with cloud architectures, distributed systems (Hadoop, Hive, MapReduce, Cloudera)
Self-starter with minimum supervision, in a fast paced environment with tight deadlines and ability to interact with global users of the application
ABAP experience is a Plus
Mercury Quality Center experience is desirable
Experienced and comfortable working with culturally diverse outsourced on/offshore staff in post-production environment with high service levels
Knowledge of SAP Portal a plus
Experience with SAP BPC is a big plus
Familiarity with SAP Solution Manager a plus
Media/ Entertainment industry experience a plus

245

Control & Reporting Analyst Resume Examples & Samples

Reconcile internal cash and securities accounts, produce daily reconciliation reports, obtain and critique status updates and explanations
Produce weekly and monthly management reports and senior management / committee reports
Produce regulatory reports and file as needed
Work closely with line managers and staff to identify control gaps and close
Drive break resolution process with line managers
Raise, review and track Incident Reports resulting from processing errors
Five years of experience in financial services / securities industry in a control, reconciliation related field
Accounting, bookkeeping, audit experience

246

Reporting Analyst Month Ftc / Secondment Resume Examples & Samples

Provide analytical support for EMEA GE Businesses, including efficiently consolidating information, producing reports and preparing management presentations
Analyze data for reasonableness – review variance drivers, historical trends and current business dynamics prior to releasing information to stakeholders
Provide high quality and timely analytical support for business operations and strategic initiatives
Proactively and effectively communicate key issues to local management
Design and develop analytical tools to improve data collection and management reporting efforts
Perform ad hoc (sensitivity and trending), strategic and operational analysis
Business analytical and reporting partner for AMS Pole Leader
Ensure reporting accuracy for standard and ad hoc reporting
Stretch reporting capabilities to capture competitor analysis both financial and non-financial - providing better insight into relative business performance
Manage Projects to deliver cash generation and PD reduction through analytics or dashboard creation
Bachelor's degree in Accounting, Business, Economics, Finance, Math/Stat, Operations Research, etc. with Quantitative underpinning with Financial Analytical experience
Advanced Excel skills, including VLOOKUP/MATCH/ logical functions and pivot tables
Demonstrated experience in using Business Objects, MS Access, PowerPoint and Word
Ability to manipulate and consolidate large amounts of data from various sources and present in clear/concise formats appropriate for management reporting
Strong interpersonal and communication skills (both written and oral) essential
Must have familiarity with finance concepts and working capital metrics to articulate cash drivers
Must be detail-oriented with ability to multitask simultaneous projects
Must be able to contribute constructively to team-oriented environment and meet tight deadlines in dynamic environment
In-depth knowledge of a complex data warehouse architecture and operational governance controls for accurate data capture and reporting
Demonstrated ability to work in a Global – Matrix environment
Experience with business intelligence & data mining tools (Business Objects, SPOTFIRE, OBIEE, SQL, etc.)
FMP, IMLP, Graduate (GE Employees Only)
Green Belt, Lean Certified (GE Employees Only)
Account receivables and or cash management experience

247

Technology Control Reporting Head-central Technology Controls Office Resume Examples & Samples

Develop the Technology Control accountability matrix for technology control roles and responsibilities
Manage the Global Technology governance committees, working across functions and businesses to identify priorities and establish the agenda to ensure appropriate decision making and escalation
Ensure consistency across LOB and regional Technology Control governance committees
Manage the Global Technology Risk Reporting function, and drive the 2015 “Reporting Improvement Program” underway that aligns metrics and management reporting directly to Technology Risks
Define key control metrics and targets
Lead cross functional metrics steering committee
Owner of standardized IT Risk reports and technology materials leveraged for regulators and all control committees, ensuring the data can be cut by LOB, region and legal entity
Work with technology team to build out robust reporting capabilities
Produce weekly and monthly reporting (metrics, commentary and indication of risk position) for senior leaders within and outside of Technology
Review all upward Control Committee materials for Technology discussions and ensure the CIO is briefed for any potential questions
15+ years of experience in Information Technology, IT Risk or IT Controls
Extensive experience with translating metrics and risk reporting impact and providing meaningful commentary for senior management
Demonstrated ability to successfully communicate and influence at the senior executive level
Experience managing an offshore and/or outsourced team
Outstanding communication skills both written and oral
Solid analytical skills to understand metrics and trends. Experience with technology risk reporting and ‘telling a story’ a plus
Excellent skills using MS Excel and PowerPoint tools
Sharp attention to detail

248

Analyst, IB Transportation Reporting Resume Examples & Samples

Ensure weekly performance reports meet SLA’s and properly capture all respective shipping activity
Ensure weekly forecast reporting is complete and delivered timely
1) Knowledge, skills & abilities
Strong Excel and MS Access proficiency and ability to work with large data sets
Knowledge of international logistics operations
Organized and detailed oriented
Enjoys a fast pace, dynamic work environment
Successfully work with internal and external cross-functional business partners
2) Minimum educational level
Bachelors degree or equivalent work experience
3) Minimum experience
Minimum 1 year business experience in Logistics or related field/industry
No to Minimal travel

249

Consolidation & Reporting Controller Resume Examples & Samples

Supervise a small finance team
Manage the consolidation of the firm wide income statement and balance sheet as well as the compilation of segment income statements
Prepare and maintain Morgan Stanley’s earnings release financial supplement schedules required for internal/external reporting and regulatory filings
Produce financial and qualitative analysis (EPS, ROE, ROTCE, Capital ratios, etc.) used in the Firm’s Board of Directors presentations
Prepare disclosures and sign-off of on the Firm’s financial data for the 10-Q, 10-K and 8-K
Supervise and produce monthly and quarterly financial supporting documents for Firm and business segments to support and provide management the tools to evaluate current and future earnings
Responsible for list of SAB108 adjustments, impact analysis and quarter end executive summary to senior management
Manage relationships throughout the firm to ensure timely and proper delivery of information
Involved in technology initiatives related to the Firm’s accounting information systems (GL, consolidation databases)
Candidate for the role should have a Bachelor’s degree in Accounting/Finance, preferably with experience in financial services
Minimum of 8+ years’ experience in similar role
Proven track record of managing small team with the ability to drive results
Strong background in financial consolidation/reporting
Excellent organizational skills and detail oriented
Strong controls background with the ability to design new controls and to challenge the operating effectiveness of existing controls
Ability to meet tight deadlines while ensuring data integrity and adequately working in a fast paced environment/team
Candidate should be self-motivated and an analytical individual who can identify issues and put forth the necessary initiative to drive the communication in pursuing solutions in an effective/efficient way
Highly proficient knowledge of Excel and PowerPoint
Strong understanding of financial systems and data flows from the general ledger through financial statement reporting applications
Working knowledge of Oracle Hyperion Financial Management

250

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Proficiency in MS Office applications; i.e. Excel, PowerPoint. Access a plus
Strong communication, organizational and time management skills
Ability to interact well with others at all levels
Ability to handle and resolve recurring challenges and problems
Self-motivated and promote teamwork
Familiarity with the reporting software i.e. Axiom a plus

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