Reporting Senior Analyst Resume Samples

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R Zulauf

Rae

Zulauf

56331 Botsford Tunnel

Boston

+1 (555) 276 4749

56331 Botsford Tunnel

Boston

Phone

p +1 (555) 276 4749

Experience Experience

Philadelphia, PA

Reporting Senior Analyst

Philadelphia, PA

Kreiger, Hahn and Wehner

Philadelphia, PA

Reporting Senior Analyst

Supporting IAG system maintenance and problem management whenever necessary
Onboarding Cycle Time
Recruiting Cycle Time
Activity Levels (terms, data changes, new onboarding, etc
Quarterly summary decks by Leadership Level reviewing activity levels and trending
Designing insightful report views (excel-based, tool-based or dashboards)
Manage reporting change requests

Phoenix, AZ

Regulatory Reporting Senior Analyst

Phoenix, AZ

Moen Group

Phoenix, AZ

Regulatory Reporting Senior Analyst

Oversee the work of other team members and support their development
Assists in producing reports for management information
Provide support to in-country Finance teams on an ad-hoc basis (e.g. audits, regulatory inquiries)
Ongoing review and development of current processes to increase efficiency
Team management responsibility
Provide support to country Finance teams on an ad-hoc basis (e.g. audits, regulatory inquiries)
Maintenance and further development of key controls including reconciliations, variance analysis and mapping reviews

present

New York, NY

Analysis & Reporting Senior Analyst

New York, NY

Morar and Sons

present

New York, NY

Analysis & Reporting Senior Analyst

present

Develop and enhance mainframe and desktop-based reporting to support business planning and performance management
Provide comprehensive business analysis, decision support and financial guidance to senior managers
Support budgeting, tracking, strategic planning
Design, develop and deliver transaction level and aggregate level reporting, including process exception reports, colleague performance scorecards, health of process heat maps, key performance indicator reporting, etc
Implement automation of standard reporting
Manage projects to timely completion and communicate status updates, including risks to deadlines
Identify business opportunities

Education Education

Bachelor’s Degree in Accounting

The George Washington University

Bachelor’s Degree in Accounting

Skills Skills

2 years’ experience building reports in Tableau
Ability to manage multiple ongoing tasks and balance workload effectively against deadlines
Excellent communication and presentation skills
Excellent organizational and time management skills
5 years’ experience of data gathering tools and proficiency with business intelligence reporting tools
Able to work effectively and flexibly with Operations resources from different Accenture and client global locations
Proficient in Microsoft applications (Word, PowerPoint, Excel, IE, Outlook)
Organizational Skills. Able to organize a repository with a big set of documents, control versions, etc
Knowledge of BI tools such as Tablau/ Power BI
Excellent oral and written communications skills in English language

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AML Metrics Reporting Senior Analyst Resume Examples & Samples

Develop complex SQL queries in a fast-paced environment
Analyze and report data trends to Senior Management
Enhance and improve processes by reducing redundancies in queries/code
Design and develop strategic analytics to drive overall program initiatives
Interface with team leads to define reporting requirements
Track and communicate project status to team and management
Develop robust reports utilizing tools such as SQL Developer, Business Objects, and Qlikview
Enhance the on-going development of Cross Sector Access databases
Conduct testing on SQL queries/reports
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
A fundamental understanding of data models and experience with relational databases
Intermediate knowledge of Crystal Reports, Business Objects and/or Qlikview a plus
Ability to analyze data and metrics to identify risk, performance and quality issues, and variances/trends
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

SEC Reporting Senior Analyst Resume Examples & Samples

BA/BS in Accounting or Finance (or business related degree), CPA preferred
3-5 years of increasingly responsible public accounting (preferably Big 4) and/or financial accounting experience (such as SEC accounting/reporting or technical accounting)
Strong technical knowledge of U.S. GAAP and SEC accounting and reporting requirements and experience in dealing with SEC rules and regulations, internal controls and accounting systems
Experience with WebFilings and Hyperion Financial Management a plus
Attention to detail, strong work ethic, keen analytical and problem-solving skills and the ability to learn new systems and processes quickly
Ability to work in a fast-paced environment, manage competing priorities and bring projects to completion, adhere to tight deadlines and adept at handling change, while maintaining composure and focus
Excellent time-management and organizational skills

Tax Information Reporting Senior Analyst Resume Examples & Samples

Responsible for managing all tax withholding and reporting obligations on behalf of Citi and its subsidiaries
Oversee the coordination, preparation and filing of various tax forms such as Form 1099, 1042S, 1098, etc
Provide tax guidance as well as respond to a wide range of complex questions related to tax withholding and reporting coming from our internal business partners. Interface with Accounts Payable Department, Compliance and Legal teams to ensure compliance with Regulatory rules and implement technical implementations supporting the same
Research and identify regulatory changes
Oversee the maintenance of tax records, form validation as well as assist with tax preparation and research to successfully complete internal and external audits
College degree and previous tax information reporting experience is required
Candidate must possess a firm knowledge of IRS, FATCA and Hacienda information reporting regulations in relation to global and P2P vendor payments
Must be able to research complex tax questions and issues and accurately communicate findings to manager and internal customers
Able to handle multiple tasks under deadline pressure

Trade Transaction Reporting Senior Analyst Resume Examples & Samples

Oversight of the Transaction Reporting process
Timely and accurate production of key MIS reports to Global audience enhancing format and frequency where required
Investigation of issues arising from the Transaction Reporting process and escalation to management where appropriate
Extensive liaison with internal customers, notably IT, Front Office and Compliance Management, foster partnership with key contacts with open and honest feedback
Identify enhancements to the technology infrastructure
First level review of MCA and other similar risk management programmes identifying and articulating process deficiencies
Monitor corrective action plans
Co-ordinate testing of any Transaction Reporting related project work
Work extensively with Change Management team and Quality Assurance team, to continually challenge and improve reporting process, articulating process risks
Work with Change Management team in implementing business change, driving the requirements for Trade and Transaction Reporting, confirming that Business Requirement documents and Test plans are provided ahead of User Acceptance testing to confirm that Transaction Reporting accuracy and completeness are maintained
Work with business and compliance in responding to internal and external business requests, and regulatory inquiries
Identify, prioritise and resolve issues raised relating to TR issues, where required liaising with Compliance having determined materiality of issue
Provide oversight for real time trade reporting, liaising closely with Compliance, Middle Office and Technology ensuring metrics are reviewed, validation exceptions promptly resolved, and issues escalated to senior management
Review submissions for end of day Trade Reporting, ensuring that data attributes are completed, ensuring metrics are reviewed, validation exceptions promptly resolved, and issues escalated to senior management Submission of weekly / monthly reports to European Debt Management Offices and Central Banks required for Primary Dealers, reviewing data to ensure it meets requirements ahead of submission
Team player who works well with colleagues of all levels in achieving value-added results
The ideal candidate should have banking experience
Ability to build productive working relationships across Operations, Compliance, Technology and Audit (internal and external)
Ability to interpret issues raised by and summarise the key issues to senior management and other stakeholders
Proven experience developing creative solutions to problems
Understand impact of external factors (e.g. regulatory changes) on departmental strategy
Proven track record of temporary and permanent members of staff, managing business and personnel issues
Self-starter, able to work on initiative and organise themselves well
Able to build effective working relationships quickly and maintain them
Focused on providing a high standard of service to clients
Ability to communicate ideas at a high level for management and at the detailed level for staff
Proven experience in Securities and Banking Operations, or in a Control or Regulatory/Compliance function

Data & Reporting Senior Analyst Resume Examples & Samples

Managing the Wealth BRSR database, ensuring full functionality, data hygiene, and maintenance
Acquiring data from disparate sources and bringing into the Wealth Analytics environment, as required
Understand the flow, transformations and sources of data within the group
Automation of the flow of data, e.g. DTS, and ETL
Handling data, including transformations, manipulations, and integration
Acting as a Data SME for the entire Wealth Strategy team, and for the ANO reporting team, providing expert knowledge and data stewardship, including serving on the Data Steward committee for the Chief Data Office initiative
Horizontally managing the documentation of all team processes, reports and applications
Horizontally managing the de-risking the team's data environment
Continuously work towards optimization of all processes and applications
Providing support to the Wealth Data Strategy initiative, as required, in terms of accessing and understanding data, and the creation of data definition
Must be an expert in the usage of MS Access, MS Excel, SQL, SAS base, SAS EG, UNIX, Mainframe, MS .NET and VB
Must be an expert in the automation of the flow of data using ETL, DTS, MS Access, SAS methodologies
Must be an expert at building and supporting OLAP tools such as Cognos, Business Object, Tableau, Microstrategy, etc
Must understand database structures
Experienced in building business analytics for financial services

Regulatory Reporting Senior Analyst Resume Examples & Samples

Production & delivery of daily, monthly & quarterly prudential regulatory returns and monitoring reports
Oversee the work of other team members and support their development
Knowledge of an additional EMEA language is an advantage
5-7 years of work experience in financial reporting / auditing / accounting roles
Knowledge of capital and financial market products and Basel II/III
Prior experience in a regulatory or risk reporting role is an advantage
Professional communication & interpersonal skills

Regulatory Capital Reporting Senior Analyst Resume Examples & Samples

Work with team in building an end-to-end framework for external reporting, including consumption of data, analysis of results, and production of reports and templates
Collaborate among several teams within GECC in the development and maintenance of an attestation model. Review attestation results and assess the impact to regulatory reporting and its control environment
Develop processes for the ongoing substantiation of reporting results – such as variance explains, analytical reviews, and impact of business drivers/firm strategy to capital ratios
Oversee issues related to the quality, accuracy of reporting, and technology. Track, prioritize, and influence the resolution of issues
5+ Years Banking/Finance experience, preferably in regulatory, financial, or SEC reporting
Working knowledge of the Basel Capital rules and standards
Inquisitive mindset, highly organized and attention to detail
Process management/re-engineering experience a plus
Referrals will only be eligible for the special incentive referral bonus payout based on date of referral submission during special program eligibility dates. All other guidelines under the WDYK program are applicable

Metrics & Reporting Senior Analyst Customer Production Resume Examples & Samples

Providing daily/weekly/monthly operational performance information in a timely, accurate, and secure manner with data integrity
Teaming with Dell Service Delivery Managers and Customer Delivery Executives to produce timely customer deliverables and define reporting and data requirements
Promotes the SBI ’s portfolio of products and services and may act as a SBI point of contact for the account
Working with vendors and the internal customers to define business rules associated with data input and tracking
Creating and distributing routine and ad-hoc reports in support of non-standard requirements
Performing analysis to validate the accuracy of data being reported and providing trend/early-warning analysis,
Applying analytical skills to evaluate and interpret situations/problems using multiple sources of information
Capable of developing efficient technical processes for acquiring, modifying, and manipulating data
Complete understanding of a Customer Statement of Work (SOW) in relation to Outsourcing activities in fulfilling and meeting Customer SLA’s
2+ years of previous experience in a Business Analysis and/or Reporting role
Ability to work early morning shift as needed to support the account's reporting deliverables
Advanced Microsoft Excel, Access, PowerPoint and SQL knowledge required
Excellent communication skills and the ability to develop good working relationships
Demonstrated customer focus
Excellent time management and work prioritization, ability to multi-task
Experience in Data Source systems – capable of writing relatively complex SQL statements to create sophisticated analytics
Experience in information publication system – capable of publishing modestly complex reports (Excel, Access, SharePoint, PowerPoint, BI tools, etc…)
Strong analytical and problem solving skills with attention to detail
Strong Intellectual Horsepower – ability to learn new tools and understand customers’ environments in a rapid fashion
Complete understanding of a Customer Statement of Work in relation to the activities in fulfilling and meeting Customer SLA’s
Master’s degree – preferred

Commercial Bank Risk Risk Reporting Senior Analyst Resume Examples & Samples

Understand basic data collection techniques and create reports that compile the data into simple and understandable formats such as dashboards, tables, graphs, etc. for use by executive and production management teams
Create, maintain and assist with developing new and existing Access databases and other reporting tools for use in streamlining business processes
Serve in a backup role within the group’s reporting hierarchy and provide assistance with multiple on-going projects

SQL Reporting Senior Analyst Resume Examples & Samples

Analyze and report data trends to Senior Management
Enhance and improve processes by reducing redundancies in queries/code
Design and develop strategic analytics to drive overall program initiatives
Develop robust reports utilizing tools such as SQL Developer, Business Objects, and Qlikview
Enhance the on-going development of Cross Sector Sql Server databases
Conduct testing on SQL queries/reports
Technical proficiencies in Oracle and SQL Server Databases and Reporting/VBA required
Advanced database and SQL knowledge to develop data stores, queries, T-SQL, etc
Intermediate knowledge of Crystal Reports, Business Objects and/or Qlikview a plus
Must be a self starter, flexible, innovative and adaptive

Oversight & Control Ccb Control Reporting Senior Analyst Resume Examples & Samples

Assist in the migration of CCB Controls Reporting to RADAR - the Corporate Controls Reporting Tool – and evaluation other Business Intelligence (BI) tools as needed
Engage with the LOB Control Teams and CCB Central Support Program teams to identify control reporting needs. This includes metric identification, reporting views, report frequency, use and distribution
Assist in the development of new reporting solutions leveraging BI tools to support the reporting needs of the CCB LOB Control Teams and the CCB Central Support Program teams
Evaluate existing reporting and assist in creating execution plans for the development and roll-out of new reporting and enhancements to existing reporting
Assist with creation of data requirements, data mapping, data aggregation, data reconciliation and testing as needed for reporting
Partner with the Control Room to coordinate end user training
Develop additional CCB specific training as needed
Bachelor's degree in engineering, information technology, finance, or other business related field
3+ years experience in the financial services industry to include technology, business operations, oversight & controls, program management, or risk management
3-5 years experience developing reporting and analytics leveraging Business Intelligence tools; experience with Cognos, Business Objects, ALM, and/or Qlikview desired
Advanced Access, Excel and PowerPoint skills; Experience with SharePoint and Phoenix desired
Self-motivated & confident decision-maker with the ability to demonstrate leadership, challenging and influencing change where necessary
Results oriented/self-motivator

Commercial Bank Risk Risk Reporting Senior Analyst Resume Examples & Samples

Assist with the conversion of existing queries and reports to a new standardized structure to improve reporting accuracy and efficiencies
Develop standards, guidelines, quality assurance procedures, and documentation for Business Intelligence processes
Serve in a backup role within reporting hierarchy and provide assistance with multiple on-going projects
Excellent quantitative, analytical, and problem solving skills
Advanced level of proficiency in creation of MS and Oracle SQL queries, tuning, indexing, table partitioning, etc… required. SAS coding a plus
Must have strong organization and time-management skills - Ability to work in a collaborative, dynamic team environment and interact at all levels to ensure reliability, availability, scalability, and performance of Business Intelligence solutions
Experience in risk management in credit and market risk is highly desirable
Knowledge or understanding of loan documentation/current real estate market trends
Minimum of 1+ years - Experience of Business Intelligence technologies such as SSIS, SSRS, SSAS, and supporting concepts including OLAP, analytics, data mining, benchmarking, and predictive analytics preferred

Commercial Bank Risk-risk Reporting Senior Analyst Resume Examples & Samples

Provide daily reporting on business operations
Extract, filter, and sort business data sourced from appraisal information systems. Create and maintain manual entry logs and reports where system data cannot be obtained
Summarize data extracts into management-level report tables and graphs using advanced MS Excel functions and pivot tables
Perform data validation, including identifying unusual observations, and escalating errors for correction
Write and maintain reporting procedures
Collaborate closely with staff and managers to understand information requests and reporting needs
Document new reporting requirements or enhancements, and convey possibly complex requirements to developers
Test reports for accuracy as part of internal quality control and user acceptance testing
Demonstrated ability using advanced MS Excel functions and pivot tables
Experience extracting and manipulating data from system applications. Experience with real estate appraisal systems and data is preferred but not required
Deliberate attention to detail and ability to reconcile data across reports to ensure accuracy
Experience working in a setting where collaboration among peers and managers was required
Strong organizational and time-management skills with the ability to prioritize and deliver results on deadline
Bachelor’s degree or equivalent work experience is required
Risk Management experience in Financial Services is desired but not required
Two plus years of experience with real estate appraisal is preferred but not required

Csre Real Estate Client Reporting Senior Analyst Bangalore Resume Examples & Samples

Create financial and operational reports to enable effective decision-making on business lines around the globe
Support the global team in timely co-ordination and preparation of reports and help the organisation to analyse data on the real estate portfolio and infrastructure
Understand the various reporting activities performed across regions and automate the manual processes
Continuously evaluate and re-engineer processes in order to make them more efficient and accurate
Work with data specialists on feeds from various systems and build business reports in the ERP

Human Resources Metrics & Reporting Senior Analyst Resume Examples & Samples

6+ years of related work experience
Advanced Excel skills, and Intermediate/Advanced Word and PowerPoint
Ability to work with large datasets
Strong research, analytical, decision making and problem solving skills
Able to effectively communicate complex technical concepts and ideas in a non-technical, simple manner across different levels of an organization
Ability to acquire skills, tools, knowledge, other resources and take on additional duties to accomplish a task or goal
Demonstrated advanced/intermediate knowledge of a scripting, programming or querying language
MBA or advanced degree

Asset Management Overdraft Reporting Senior Analyst Resume Examples & Samples

Exceptional customer service delivery
Strong organizational, problem solving and analytical skills
Solid aptitude with Microsoft Suite (Excel intermediate to advance preferred)
Experience in cash management preferred

Portfolio Management & Reporting Senior Analyst Resume Examples & Samples

Experience in the broker-dealer industry or related financial services
University degree in a business , accounting or technology discipline
Familiarity with project and program management concepts
User knowledge of a PPM solution, preferably Innotas
Advanced knowledge of MS Excel and Powerpoint
Ability to prioritize work and manage within agreed timeframes
Excellent team player and exposure to dealing with different nationalities
Reconciliation skills and attention to detail

Oversight & Control Ccb Control Reporting Senior Analyst Resume Examples & Samples

Data extracts, analysis, and report design and development
Develop and manage MB Control related MS Access applications for tracking and reporting Issues/Action Plans, Controls, and RCSA testing
Gather information and report status for various corporate oversight groups and initiatives
Able to organize, manage and prioritize assigned tasks across several groups and team leads
Experience using various Business Intelligence tools
Advanced experience with database development, coding, and data extracts
Solid facilitation skills required to gather requirements across multiple group and organizational levels
Ability to understand both strategic and tactical direction and extrapolate functional process flows and business requirement
Strong organization and multi-tasking skills are critical
4+ years of experience in data analysis, database design
Background in creating training or procedure documentation is a plus
Strong working knowledge of MS Excel advanced data manipulation functions such as pivot tables, VLOOKUP, data validation and conditional formattin
Working knowledge of MS Access, VBA and SQL

Tax Information Reporting Senior Analyst C-avp Resume Examples & Samples

5+ yrs relevant Tax Reporting experience
Previous Leadership experience required
Knowledge and experience with Tax Information Reporting functions
Experience in documenting processes, Controls design and Project Management strongly preferred
Outstanding communication (oral and written) skills with Spanish fluency preferred
Proficient in Microsoft PowerPoint, Excel and Project

Reporting Senior Analyst Resume Examples & Samples

Headcount Trending
Preferred Supplier Performance Metrics
Recruiting Cycle Time
Preferred Supplier Compliance
Activity Levels (terms, data changes, new onboarding, etc
Quarterly summary decks by Leadership Level reviewing activity levels and trending
Bachelor’s degree strongly preferred
5-7 years professional Services experience
Expert level Excel and Powerpoint skills
Exemplary communication skills, including written capabilities
Detail oriented and strong organizational and follow through skills

Regulatory Reporting Senior Analyst Resume Examples & Samples

Prepare & deliver daily, weekly, monthly & quarterly statistical/regulatory reporting returns
Maintenance and further development of key controls including reconciliations, variance analysis and mapping reviews
Prepare and update procedure notes for all returns as required
3-6 years of Accounting or financial reporting or audit experience
Prior experience in a statistical and/or regulatory reporting role is an advantage

Regulatory Reporting Senior Analyst Resume Examples & Samples

Manage the preparation & delivery of daily, weekly, monthly & quarterly statistical or prudential regulatory reporting returns
Team management responsibility
4+ years of Accounting or financial reporting or audit experience

Info Security Reporting Senior Analyst, AVP Resume Examples & Samples

Support the GPO – CRM & Business Advisory in meeting any ad hoc requirements related to Client Relations
Identifying improvement opportunities and additional functions to bring into Shared Services
Working in partnership with on-site Service Delivery Managers / Operation Teams
Excellent Excel and PowerPoint skills – advanced skills needed
Bachelor’ degree or higher with a concentration in Information Technology, Computer Science or Cyber Security or related field is an advantage
5+ yrs business experience
3+ years of relevant experience in a similar environment
Ability to travel 5-10%.Experience managing client relations
Good ability to develop understanding of the Information Security requirements
Ability to develop strong relationship with well-developed diplomacy skills

Information Security Reporting Senior Analyst Resume Examples & Samples

Create a positive Client experience, understanding the client perspective and supporting their needs
Support the management and communication of changes to the businesses
Provides periodic IS risk management reports highlighting key issues and correction action plans; monitors implementation of approved plans
Create and maintain an internal interaction model that will ensure cascading of communication with operational roles and seamless delivery
Develop and articulate the product value propositions
Facilitate partner meetings, documenting minutes and reporting progress
5+ yrs of business experience required
Strong people management skills focusing on development and growth of team
Excellent communication skills required with the ability to communicate at a senior level

SEC Reporting Senior Analyst Resume Examples & Samples

Preparation of supporting information used to compile Consolidated Financial Statements, Notes and MD&A
Implementation and compliance with internal controls and SOX
Coordination with various employees throughout the organization to receive necessary input and disclosure support, as well as with the Company's external auditors
Review the Company's SEC filings to ensure compliance with disclosure requirements
Assist in preparation and review of XBRL exhibit filed with the Company's quarterly and annual reports
Assist with determining the implications of new accounting standards on the Company and assist with associated implementation projects
Help with research and documentation of the Company's position in regard to complex accounting issues
Ability to work in a fast-paced environment with significant deadlines
2 - 5 years of SEC Reporting experience and/or Public Accounting experience
Experience working with Workiva and XBRL

Regulatory Reporting Senior Analyst Resume Examples & Samples

Bachelors Degree required /MBA a plus
5 + years experience working in a finance environment, with Regulatory Reporting, Financial Reporting or Audit experience
Familiarity with financial systems required
Operations and Product knowledge in Banking required
Proficiency in MS Office Products (Excel, Word, PowerPoint. Access/SQL preferred)
Familiarity with BlueWorks
Ability to grasp and master new concepts/requirements and related product/functional knowledge
Attention to detail with a high degree of control and emphasis toward quality
Excellent verbal and written communication skills and ability to facilitate discussions
High caliber team player with good judgment, flexibility and productivity
Quick learner, customer focused with ability to multi-task and work in a fast paced changing environment
Ability to work well under pressure and manage to tight deadlines or unexpected changes in expectations or requirements
Strong relationship and teamwork skills with hands –on approach

SQL-mis / Reporting Senior Analyst Resume Examples & Samples

Partner with Operations Managers to understand their day-to-day reporting business requirements, and design/implement reporting solutions to meet those requirements
Bachelor's degree or minimum of 5 years of related work experience
A fundamental understanding of data models and experience with relational databases
Knowledge of Business Intelligence tools is a plus: Microstrategy, Cognos, Qlikview
Self-starter, very organized, highly proactive, able to communicate with senior managers

Regulatory Reporting Senior Analyst Resume Examples & Samples

Bachelors/MBA degree
5 + years experience working in an accounting/finance environment, including familiarity with financial systems
Accounting, Regulatory reporting or Audit experience, CPA preferred
Operations and Product knowledge

SQL Data & Reporting Senior Analyst, Finance Resume Examples & Samples

Provides budget, forecast, and variance analysis and related reports as needed
Conducts financial research, analyzes financial performance against objectives, and determines emerging financial trends
Provides rationale behind reports and analysis and relays them in simple terms
Creates and maintains statistical/financial databases and reports. Runs appropriate weekly, monthly, and annual reports
Interacts as team member and sets the pace for the Financial Analysts team. Interfaces with other department member on special projects or on an as-needed basis
Performs additional Business Operations duties and tasks as required

Commercial Bank Risk-risk Reporting Senior Analyst Resume Examples & Samples

Design, build, and implement new customized reporting formats on a BAU and ad hoc basis for internal support to executive and production management teams
Create, maintain and assist with developing new and existing reporting platforms such as Business Intelligence platforms, SSRS, SQL, SAS, Business Objects, Access Databases and other reporting tools for use in streamlining business processes
Analyze data and reporting solutions to understand business impacts, correlations and discrepancies, and to propose changes and alternative solutions. Manipulate, test, and validate large data files & understand impacts across and downstream for these reports and processes
Drive multiple projects to completion with minimal supervision and self manage to target due dates and deliverables, effectively communicate highly technical reporting processes to all organizational levels and ability to immerse oneself into the business processes, policies and procedures that are involved
Excellent quantitative, analytical, and problem solving skills. Must demonstrate a strong technical aptitude with the ability to understand and create reporting solutions
Strong communication skills, with the ability to effectively liaise with business partners on a consistent basis
Experience in risk management and credit risk is highly desirable
Intermediate level proficiency in creation of SQL queries and/or SAS coding preferred

Deposit Analytics & Reporting, Senior Analyst Resume Examples & Samples

Develops, supervises and manages the development of the Deposit Analytics Function, including developing ongoing reporting to support the business
Monitor the performance of the deposit portfolio and present insights on the risks and opportunities to Senior Management. Develop dashboards and executive summary reports based on key performance indicators
Responsible for data mining the data warehouse and creating insightful data-driven analysis/reports for the deposit products team and/or business partners
Identify unusual trends and thoroughly researching variances, using both audience-based technical and nontechnical terminology to make recommendations to management and business partners
Assist with rebuilding existing reports to streamline processes and adjust approved logic changes and/or report modifications
Provide support in developing analysis of strategic initiatives and business cases
Works with vendors to include TIAA DIRECT in industry reports to enable benchmarking capabilities and develops performance summaries
Partners with technology to continue the development of the Bank Data Repository and automates report for business consumption
Advanced expertise in data mining (SQL) with experience working with business intelligence tools.(SAS, SQL Assistant, Oracle SQL Develop -can provide examples
Minimum of 5 years’ of analytical experience in a large bank
Developed & implemented Business Intelligence Solutions (5 years)
Banking or payments industry (2-5 years)
Modeling experience (2 years)
Strong knowledge of data warehouse systems
Above average verbal and written communication skills
Strong organizational, time management and customer service skills

Treasury & Non-core & Legacy Performance Reporting Senior Analyst Resume Examples & Samples

Higher degree and professional qualification: minimum 5 year experience in treasury and finance reporting and controlling in the financial service industry
Good understanding of banking business, in particular Investment Banking, Treasury and Wealth Management
Solid understanding of plain vanilla derivative instruments and their risk profiles
Moderate understanding of Basel 3 capital & liquidity regulations and models and IFRS Balance Sheet
Strong MS office knowledge (Excel, Word and MS Access)
Good technology knowledge (preferably UBS Finance ledger)
Strong English language skills, verbal and writing
Strong communication, reliable and accurate working style
Good team player, commitment to meet quality and ability to manage tight deadlines
Comfortable with working in a continuous changing and dynamic environment

IAM Reporting Senior Analyst Resume Examples & Samples

Bachelors or degree in Information Technology, a related discipline
Minimum 5+ years of I/T experience in Information Security id administration or relevant Security certifications
4 + years of experience with various reporting tools (Business Objects, Splunk, Excel, and Powerpoint)
4+ years of good technical background with fundamental experience with technologies within area of responsibility (AD, UNIX, Database)
Understanding and knowledge of Project Management/Development Lifecycle experience (understand and follow methodology and some experience leading projects)
Programming/scripting capability in one or more language (SQL, Pearl, Shell scripting) a plus
Strong troubleshooting experience with technologies
Ability to understand technologies and technical requirements
An understanding of business needs and commitment to delivering high-quality, prompt, and efficient service within the scope of this position
Self-motivated with excellent prioritization capabilities, with an aptitude for breaking down work into manageable parts, effectively assessing the priority and time required to complete each part
An ability to work on several tasks simultaneously and pay attention to sources of information from inside and outside one's network within an organization
Excellent communication skills with peers and partners and ISG leadership
Ability to create presentations and present to different levels in the organization
Excellent work item follow-up skills with attention to details
An understanding of organizational mission, values, goals and consistent application of this
Ability to apply original and innovative thinking to produce new ideas and create innovative results
Excellent proficiency with Powerpoint, Microsoft Word, Excel, and Outlook
Foster company success through a professional appearance, being courteous to customers and all PepsiCo associates and by having a positive attitude

Regulatory Reporting Senior Analyst Resume Examples & Samples

A good understanding of the financial services industry
High standard of accuracy and attention to detail
Strong communication skills and an ability to explain complex situations
Self-motivation with a diligent and detailed approach to prioritising and completing tasks
Proven ability to identify obligations from laws and regulations
Previous knowledge and experience of major shareholder reporting and associated regulations

Control Assurance & MI Reporting Senior Analyst Resume Examples & Samples

Lead, establish and maintain an adequate control assurance framework for the department and for the overall relationship with internal and external audit functions
Perform quality assurance reviews of realization of audit and regulatory issues across the department
Manage Sarbanes-Oxley (SOX) process for the department to ensure SOX control owners within MRM thoroughly understand their responsibilities and are sufficiently executing these responsibilities as evidenced by appropriate level of supporting documentation
Develop and produce management and ad-hoc reporting for distribution to senior department managers
Perform data mining and analysis of large subsets of data
Additional responsibilities include oversight of projects, remediations and other tasks in line with the broader mandate of the Limit Ops, Ops Risk Control Assurance and Governance function

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

Provide leadership and guidance of daily processes and act as the go to person for daily issues
Ensure you read, understand and adhere to CMRM Standards for Documentation, End User Computing, LAN Access Control, Reporting, Rules Based Escalation, Self Assessment, Vacation, and Record Retention
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
Execute infrastructure changes and ensure that changes are executed in accordance with CMRM change control procedures and EUC standards
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
Act as a role model and provide training to other team members, conducting 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
Direct, train and develop peers to enable them to meet challenges, department objectives and achieve full potential
Demonstrate TD’s Leadership Profile in all professional and personal activities

External Reporting Senior Analyst Resume Examples & Samples

Engaging with a wide variety of business groups including: Global Accounting & Financial Services, Legal, Operations Finance and other relevant groups that have an input into the financial reporting for Intel
Supporting in the preparation of the earnings release and related tie-out of information back to supporting documents
Being lead preparer of XBRL documents
Refining close processes in ER as we transition to a model where relevant business groups own their relevant footnotes and related disclosures
Managing the SOX controls and BPM tenants for External Reporting
Being involved in ad hoc projects such as disclosure impacts of new FASB pronouncements or ER benchmarking projects

Analysis & Reporting Senior Analyst Resume Examples & Samples

Work closely with Commercial Loan Ops Onboarding and Servicing teams to develop data queries for various initiatives and projects, helping business teams to properly identify reporting requirements and offering most suitable reporting solutions
Deliver world-class customer service within the servicing level agreements
Translate Business requirements into technical scopes and vice versa
Design, develop, modify, support, debug and evaluate existing production and/or ad-hoc reports from various commercial systems
Help with data analysis and data defects identification: work with Technology and UAT partners to pull suspect data, determine logistics for data queries, uncover data discrepancies, and communicate/escalate the findings with the users/management to ensure proper cleanups or followup
Recommend changes in development, maintenance and systems related to commercial loans
Closely work with Accounting regulatory reporting team to provide support for monthly and quarterly reports. Developing new regulatory reports, as well as supplemental reports that would help the team with validations and reconciliations
Provide reporting solutions for new and ongoing strategic initiatives, projects, audits, and BAU
Develop complex reports using SQL or MS Access queries, as well as SQL views in Teradata environment
Understand principles of large complex datamarts, such as Teradata and Oracle, Oracle Business Intelligence tool, as well as ETL processes, and work closely with Technology teams to resolve issues with daily data loads as needed
Test systems data for new fields and valid values
Work with multiple stakeholders across commercial footprint, serving as commercial loan data SME
At least 5 years of experience in reporting and development capacity
At least 3 years of experience in business and/or data analysis
Strong problem-solving and time-management skills, superior customer service attitude
Advanced analytical capability
Ability to multi-task and function efficiently in a high-volume, fast-paced environment
Solid working knowledge of database principles and concepts
Advanced written, verbal and interpersonal skills
Ability to drive small initiatives and projects with no or minimal assistance
Experience with Oracle BIEE G11 or other business intelligence tools, iBOTs, Metadata, and BIPs
Advanced SQL knowledge and experience
Familiarity with Oracle databases
Understanding principles of business processes, accounting, and loan processing
Familiarity with AFS commercial loan system, as well as asset-based lending and/or leasing systems is a big plus
MS Access for data querying and files merging/automation
Experience with developing of regulatory reports is highly desirable
MS Excel, PowerPoint, and Word

Analysis & Reporting Senior Analyst Resume Examples & Samples

Apply a comprehensive understanding of metrics to provide value-added analysis
Develop and enhance mainframe and desktop-based reporting to support business planning and performance management
Provide comprehensive business analysis, decision support and financial guidance to senior managers
Support budgeting, tracking, strategic planning
BA/BS with demonstrated experience with a high level of database analysis and reporting
7+ years of high-impact work experience involving quantitative, financial or business analysis
Excellent analytical spreadsheet skills
Must be proficient in data manipulation, databases, SQL and Oracle
Demonstrated leadership, organizational, communication and project management skills
Ability to interactive independently with various levels of management

Regulatory Reporting Senior Analyst, Ccar Resume Examples & Samples

Bachelor's degree in Finance, Accounting, Economics or equivalent experience required
5+ years Finance or Credit Risk experience required
Advanced Microsoft Excel Skills required; VBA/ SQL a plus
Must possess superior reconciliation and data quality analytics background and skill sets to perform reconciliation and data quality analytics
Must be able to work with large volumes of data from disparate sources
Demonstrated experience in data tracing desired
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

Enterprise Reporting Senior Analyst Resume Examples & Samples

WebI Query and report creation for National and end-user reporting needs
Maintain Access Databases containing consolidated data used for report creation, ad-hoc data requests, and reporting processes
Assist in training, documentation, and end-user support related to WebI query and Report development
Ability to understand financial and operational needs from the business and translate them into a reporting solution
Work with the team to set business rules for new data within the Data Warehouse
Assist the team in the ongoing review of current reports and newly requested reports
Work with team to improve efficiency and effectiveness of reporting
Understand and communicate the Universe data elements to WebI end users
Work with Crystal Developer to transition current Crystal reports into WebI reporting
BA/BS in Accounting, Finance, or IT related field
Ideal candidate would have 3 to 6 years experience
Understanding of business processes
Understanding of financial and operational analysis and reporting
Strong knowledge with Access and Excel, including formulas and macros
Balance of Technical and Finance/Business experience
Strong knowledge of WebI reporting or a similar BI tool for query and report development
Willing to express ideas execute on these ideas
Continuously is focused on improving work product
Outstanding organizational and time management skills; able to prioritize multiple assignments
Able to work both independently and as a member of a team
Results-oriented; takes initiative
Willing to work additional hours when needed

Oversight & Control Ccb Control Reporting Senior Analyst Resume Examples & Samples

Data management (storage, structure, security, integrity)
Retrieving, analyzing and interpreting data
Providing clear and concise analysis to senior level management
Developing dashboards, reports and presentations for senior level management
Developing and maintaining multiple SharePoint sites, InfoPath Forms and Access databases
Working closely with LOBs to develop specialized reporting
Identifying opportunities for business and vendor improvement
Minimum of 5-7 years of related work experience in data analysis or management reporting
Bachelors degree in accounting, finance, economics, IT or other business related field preferred
Strong PC skills, expert proficiency in Microsoft applications, particularly Excel, PowerPoint, Access, SharePoint and InfoPath
Report writing understanding / skills in SQL/Toad
QlikView Design / Developer experience preferred
Outstanding analytical, organizational and research skills
Understanding/background of Consumer and Community Banking products or operations preferred

Oversight & Control Ccb Control Reporting Senior Analyst Resume Examples & Samples

Development, coding, and management MB Control related MS Access applications for tracking and reporting Issues/Action Plans, Controls, and RCSA testing
Strong working knowledge of MS Excel advanced data manipulation functions such as pivot tables, VLOOKUP, data validation and conditional formatting
Strong working knowledge of MS Access, VBA and SQL

Risk & Controls & Reporting Senior Analyst VP Tampa Florida Resume Examples & Samples

Actively monitor and help resolve any risk exposure across the organization
Establish strong relationships with key functional stakeholders including Control Officers, Audit, application managers and management
Coordinate internal reviews within GFTS Finance and Risk Technology to identify weaknesses in process or controls and feed back to Management
Drive standardization of processes and reporting, and ensure timely and accurate generation of data
Help to develop, implement and monitor escalation procedures across Risk & Controls
7 years plus of experience ideally from an Operations background with a broad understanding of banking operations and securities
7 years plus knowledge of Audit process
7 yeas plus understanding of business Risks and Exposure
10 years plus of strong work history of Microsoft Office Tools (Specifically Excel and Powerpoint)
10 years plus of strong significant work history experience with reporting tools such as Excel and/or Access, to create standardized/centralized reporting
Excellent verbal and written communication and strong interpersonal skills
Ability to clearly and concisely gather, interpret, analyze and document information

Measurement & Reporting Senior Analyst Resume Examples & Samples

Deliver timely ad hoc and standard operational reports
Identify drivers that positively/negatively affect the data
Manage ad-hoc analysis and reporting requests
Work with process Subject Matter Experts (SMEs) from each functional team
Assist in designing insightful report views (excel-based or tool-based or dashboards)
Provide regular and ad-hoc results interpretation to Accenture management as requested
Build and maintain customized Analysis Methodology
Perform proactive analysis
Utilise data to identify trends and opportunities for improvement
Analyse trends, data, notes, root cause analysis etc
Utilise tools to perform root cause analysis on factors impacting the business
Work with other teams and stakeholders to identify opportunities to improve performance results in accordance with contractual agreements between Accenture, vendors and clients
Act as Analysis Methodology SME
Act as a SME on statistical tools/techniques
Perform Quality Assurance (QA) on reporting analysis performed by other reporting groups as needed (including clients)
Metrics and Reporting including Advanced Excel Skills
Data Analytics and Interpretation
Data Quality Assurance
Operational Excellence (practical application of process measurement and improvement)
Client Relationship and Stakeholder Management
Written and Oral Communications Skills
Issue Management
2 + years’ experience in a reporting Analyst role

Reporting Senior Analyst Resume Examples & Samples

Designing insightful report views (excel-based, tool-based or dashboards)
Manage reporting change requests
Gather and document future reporting requirements
Work with process Subject Matter Experts from each functional team
Utilize data to identify trends and opportunities for improvement
Become the Subject Matter Expert in the reporting technology landscape
Promote a culture of continuous improvement across the reporting team
Troubleshooting any issues that may arise within the reporting deliverables
Working with and balancing client resources, client technology teams and senior management to deliver effective reporting solutions
Experience in a client facing role (3 years +)
Ability to manage multiple ongoing tasks and balance workload effectively against deadlines
Flexibility around working hours required with interaction with the world wide time differences
Able to work effectively and flexibly with Operations resources from different Accenture and client global locations
MS Outlook, MS PowerPoint and MS Excel – Expert
Knowledge of BI tools such as Tablau/ Power BI
Understanding of analytical techniques and tools
Knowledge of the Microsoft business
Understanding of credit and collections business processes

Reporting Senior Analyst Resume Examples & Samples

Gather and document reporting requirements
Manage the report production which may include
Minimum of 2 years’ experience in the following areas

Regulatory Reporting Senior Analyst Resume Examples & Samples

Assists in producing reports for management information
Performs administrative tasks to ensure records are in good order and comply with record retention requirements
Responsible for checking that daily processes have been completed to a high standard

Balance Sheet & Leverage Ratio Reporting Senior Analyst Resume Examples & Samples

Subject matter expert in Basel 3 LRD
Deliver high quality analysis on balance sheet, LRD and financial resource utilisation for Group, Business Division and Legal Entities
Support client engagement model and establish RAS BS & LRD as a trusted & recognized business partner
Support Client Economic Profit analysis with quality delivery of data and sharing of knowledge

Risk Reporting Senior Analyst Resume Examples & Samples

Deliver high quality analytical outputs in a timely and accurate manner with minimal rework required
Maintain collaborative relationships with relevant internal and external stakeholders
Engagement of key stakeholders to ensure full understanding of business partner requirements, helping to shape deliverables within the broader risk information delivery strategy
Engage business partner relationships, expectations and concerns through open, regular communication lines
Execute the day-to-day business partner requests/queries on credit risk data and reporting, proactively addressing any issues and concerns
Follow and implement an enterprise approach and methodology and ensuring it is embedded across risk business partners, through training and educational toolsets
Identify risk reporting improvements and/or solutions that create and suppprt process efficiencies as a result of new systems and data sources
Work collaboratively and share knowledge across teams
Exhibit constructively critical view of policies, processes and procedures with the objective of improving the organization
Ensure policies and processes relevant to the role are complied with
Quickly resolve and escalate issues

Ifrs Treasury Credit Reporting Senior Analyst Resume Examples & Samples

Learn how to operate all the IFRS 9 models within Treasury to high degree of proficiency
Ensure adherence to the IFRS 9 working day timetable for all processes during dual run on a monthly basis
Produce updated scorecards to support IFRS 9 staging process
Run all IFRS 9 models (Primary Liquidity bonds, Loans & Advances, Structured Finance)
Produce Expected Credit Loss (‘ECL’) results, including relevant reconciliations and controls
Produce MI and plausibility checks to support Treasury ECL results
Be responsible for the production and update of process documentation to internal and external audit quality levels
Be responsible for the development of processes to accommodate any model or methodology changes
Support the external model audit and ensure outstanding actions are closed off to the auditor’s satisfaction
Provide input into annual model governance reviews to ensure clean approvals for all IFRS 9 models

Liquidity Reporting Senior Analyst Resume Examples & Samples

Ad Hoc Requests: Respond quickly and provide report-specific Atlas/ Libra data and analysis for ad hoc requests in response to questions from management or regulators
Initiative Support: In support of broader GLM reporting initiatives, take the lead in creating and managing Atlas/Libra data and analysis related to specific reports. Initial efforts will focus on high priority regulatory reports (e.g., Fed 5G, US and DA LCRs, etc.)
Automation: Serve as a subject matter expert to support the migration of GLM reporting from largely a spreadsheet-centric environment to a more automated environment. Evaluate existing reporting and influence automation prioritization
Data Gap Monitoring: Partner with report owners to monitor data gaps specific to reports. Recommend and influence data gap remediation prioritization
Regulatory Relations: Provide analytics on specific reports as requested in support of regulatory exams and business as usual meetings with regulators
Working experience with emphasis in financial analysis
Systems experience
Solid work ethic and willingness to take on new initiatives
Experience working on a large system implementation
Experience at Bank of America (knowledge of the enterprise)

SEC Corporate Reporting Senior Analyst Resume Examples & Samples

Work effectively with a variety of colleagues in a deadline environment to support the timely and accurate preparation and review of SEC filings
Support the preparation and review of deliverables related to the earnings release, including working cooperatively with our partners in Investor Relations
Coordinate and/or prepare complex reports and certain stand-alone financial statements such as employee benefit plan financials
Research and respond to both internal and external auditor inquiries
Support effective internal control environment over SEC financial reporting
Support Citizens Bank’s process of continuous improvement by looking for ways to improve our efficiency while maintaining high quality
Excellent written and verbal communication
Experience with preparing or reviewing of SEC reports
Strong technical, analytical and organizational skills
Ability to interpret and apply existing financial reporting guidance
Bachelors degree, accounting major, required
CPA or CPA candidate preferred; and
Experience with Essbase, Hyperion Financial Management and Workiva’s Wdesk application preferred
3-5 years of public accounting/auditing experience in a medium to large public accounting firm; or
Diversified accounting and financial reporting experience, including time at a large financial services institution

Analysis & Reporting Senior Analyst Resume Examples & Samples

Trouble-shoot reporting anomalies and make modify existing reporting packages as business needs require
Manage projects to timely completion and communicate status updates, including risks to deadlines
Proficiency in Microsoft Office applications, including PowerPoint

Enterprise Reporting Senior Analyst Resume Examples & Samples

3 + years of creating and supporting enterprise reporting
Business intelligence tool experience (SAS, Tableau, QlikView, MS PowerBI, etc.)
Strong understanding of and ability to work with the full suite of Microsoft Office products, as well as SharePoint and Project
Ability to work under pressure with efficiency and accuracy
Ability to receive constructive feedback and process with an eye towards improvement
Experience with BI Analytics and Reporting Portals
Experience of business process development, application development, business analysis and project and portfolio management
Experience in business requirements gathering
Experience with writing and documenting test scripts and results is a plus

Third Party Risk Reporting Senior Analyst Resume Examples & Samples

Defines and maintains oversight program of vendor procedures and metrics within the supplier portfolio
Develops and creates internal as well as external key TPRM reports that are used to support the goals of SC’s operational risk agenda and aggregating operational risk metrics
Designs and conducts training as requested to mitigate issues identified with the third party risk process
Ability to produce interactive graphs, pivot tables, etc. for reporting
Analyzes industry trends for risks and opportunities
Presents analysis to management in a clear, concise and actionable format
Ability to translate technical language in a way that is understood by the Business
Performs other duties and ad-hoc reporting as assigned

Data Analytics & Reporting Senior Analyst Resume Examples & Samples

Define and generate key metrics, data requirements, and reporting / data initiatives within consumer bank CAO
· Identify data quality issues and certify the accuracy of reporting for managerial and regulatory requests
Collaborate with other LOBs across JPMC to support Consumer Bank and CCB objectives and priorities· Organize data and effectively communicate high level results to management through data mining, analysis and reporting

Cloud Sales & Pipeline Reporting Senior Analyst Resume Examples & Samples

Working with an offshore team of 4 resources, creating the cloud reporting suite and ad hoc reports as required
Bi-monthly pipeline, sales and revenue reporting for the Cloud leadership team and extended Cloud team
Working with an offshore team to update Cloud coding in MMS to maintain accurate reporting
Communicating with deal teams via e mail to validate accuracy of Cloud coding
Work collaboratively with the core Cloud team
Drive process improvement
Support Sales leadership in activities related to pipeline and sales tracking
Collaboration with cloud finance lead on sales and revenue reporting
Collaboration with marketing on metrics to report externally
Provide Level 8 and above managers with real time updates of reporting status and escalate early when issues arise
Ensure that deadlines and quality standards are met on a daily basis
Leads and sustains a positive work environment that fosters team performance through own work and behaviour
Collaborates with internal and external stakeholders in delivering reporting requirements and meeting Cloud Team expectations
Supports continuous improvement and development activities
Participates in ad hoc area or global projects as required
Experience in big data analysis
Offshore team management experience
Preferably a Sales Operations background
PowerPoint and advanced Excel knowledge, be able to use formulas, v-lookups and macros would be advantageous
Problem solver
Meticulous attention to detail
Experience working with offshore teams
Good communication skills both written and oral
Excellent timekeeping, working to deadlines
Should have experience in working with large datasets

AP Reporting Senior Analyst Resume Examples & Samples

Ability to meet deadlines, handle multiple priorities, and perform job responsibilities accurately while working in a fast-paced and vibrant environment
Ability to interact well with diverse levels of employees and apply high professional standards
Demonstrated continuous improvement skills, successful understanding of complex process issues and identifying creative solutions
Proactive approach, constant focus on team success and development as a group
High attention to detail and strong analytical and problem-solving skills
Finance and accounting experience is preferred
Proficiency with Ms. Office (especially Excel), SAP

Avp-aml SQL MIS Reporting Senior Analyst Resume Examples & Samples

Be integral part of “go-to” technical team for all AML Americas Operations MIS/Reporting projects
Understanding of MANTAS, Actimize, and QuickScreens systems would be a plus
Knowledge of Citi infrastructure is a plus

General Ledger & Closing & Reporting Senior Analyst Resume Examples & Samples

Foreign Languages: English – at a proficient level; any other European language would be an advantage Work Working experience
3 - 5 years of experience in the Finance area, preferably working with reports
Strong expertise in reporting and variances analysis
Good communicator and availability to build reports

Corporate Reporting Senior Analyst Resume Examples & Samples

Experience with preparing or reviewing and analysis of Investor Relations or rating agency reports
Strong understanding of SEC disclosure rules and regulations
Knowledge of financial performance metrics
Good understanding of the banking/financial services industry and
Bachelor’s degree, accounting or finance major, required
CPA, MBA or equivalent preferred; and
3-5 years of public accounting/financial reporting experience in a medium to large public accounting firm; or

Regulatory Reporting Senior Analyst Resume Examples & Samples

Understand regulatory rules and data requirements for NSFR
Build and perform reporting and monitoring capabilities for NSFR
Perform system testing required for the reporting and monitoring capabilities for NSFR
Ensure documentation and reporting controls are established and followed
Work on ad-hoc projects as needed by senior management or regulatory reports
Minimum 2+ years of analytical experience with a financial institution
Advanced Excel, including ability to manage and manipulate large amounts of data
Intellectual curiosity, organized and able to work on multiple tasks with limited supervision
Analytical abilities / financial acumen / problem solving
Ability to interface credibly with various businesses and control partners at both junior and senior levels
Experience in Global Markets and/or Line of Business Experience
Experience in regulatory reporting

Tax Information Reporting Senior Analyst Resume Examples & Samples

5+ yrs of tax information reporting experience required
Understanding of U.S. tax information reporting requirements applicable to products issued by retail, institutional custody, markets and private bank businesses
Ability to interact with all levels of internal customers and senior management

Transparency Reporting Senior Analyst Resume Examples & Samples

A minimum of a Bachelor’s Degree is required
A minimum of 2 years of business experience is required
Experience in the Business Analytics, Finance, Commercial Excellence, or a Health Care Compliance (HCC) related field is preferred
Prior experience and/ or training in quantitative analytics is preferred
Experience with Government Reporting is preferred
Experience working with database, analytics, and reporting tools such as Cognos, Totality, and Tableau is preferred
Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook), including intermediate to advanced Microsoft Excel skills (i.e. Pivot Tables, Formulas, VLOOKUP functions) are required
Knowledge of website maintenance and/or SharePoint is preferred
Must possess the ability to partner with associates at all levels of the organization and from various business functions
Strong communication, presentation and negotiating skills
Excellent interpersonal and influencing skills are a must in order to manage/coordinate processes/deliverables across a large number of groups at the operating company
This position requires a highly motivated individual with strong analytical skills, intellectual curiosity and proven leadership skills
This position will be located in Titusville or Bridgewater, NJ and requires up to 10% domestic travel primarily between business sites as determined by business need.6805170403

Recruitment Systems & Reporting Senior Analyst Resume Examples & Samples

Serve as the single point of contact for our UKI recruitment systems with a focus on Reporting and Data Quality: driving analysis of multiple sources of data across the team’s delivery outputs
Responsible for the regular delivery of core reporting outputs to all stakeholders across UKI recruitment and onboarding
Work with impacted stakeholders across UKI recruitment on all related activities, ensuring teams are prepared and understand
Understand and champion the usage of our systems and the system production support model
Act as the SME for Systems; Reporting; data quality and ensure that all users in the team are properly trained and can use the systems we manage
Draft and Issue system related communications: ensuring all relevant messages are communicated to all team members, ensuring that you translate the messages as needed to ensure that team members understand the content
Lead regular ATAS data quality task force meetings to discussion relevant updates and increase knowledge and understanding of the Data Quality process
Work with recruitment teams across client and internal teams to standardise processes and share best practices
Support process reviews with client and delivery teams to ensure both needs are met
Take ownership for own workload: working with the RSS lead to ensure projects and process updates are managed and are kept on time/ on track
Produce Communication emails and Training documents for business; project; and process updates
Deliver training to the business on project; system and process updates
Ensure all work is recorded and reported to RSS lead within agreed timeframes
Regularly review and scrutinise existing recruitment processes throughout the recruitment lifecycle, proactively work to provide solutions and process improvement suggestions to improve and streamline processes
Provide input to proposals for new service offerings
Significant exposure within Excel (v. lookups, pivot tables, macro)
Detailed knowledge and experience in Data modelling and Data Analysis
Experience in developing and maintaining any of the following applications: Qlikview, Qliksense and Tableau are desirable
Experience of supporting the administration and management of large organisation-wide systems such as Taleo, Silk Road Onboarding and SharePoint
A clear understanding of other systems and processes which are inter-dependent with the above listed systems – such as SAP, Skype and HireVue
Excellent Project management – including process mapping and test planning
An ability to work analytically and autonomously in a problem-solving environment
Able to analyse and interpret recruitment data
Confident user of Microsoft Office Applications
Excellent attention to detail in scheduling and organization
Clear instruction writing and presentation skills (both creating training documents and delivery)
Communication - written and oral, confident communicator: able to analyse and identify when it is necessary to challenge
Ability to manage competing local and global priorities
Bachelor’s degree and or equivalent

Tax Information Reporting Senior Analyst Resume Examples & Samples

Bachelor's Degree or equivalent in experience
5+ yrs related experience
Process Engineering experience a plus
Knowledge of the Qualified Intermediary Regulations and the requisite compliance requirements
Excellent relationship management and communication skills to drive engagement and close interactions with key stakeholders, incl. Corporate Tax and Business

GL & Closing & Reporting Senior Analyst Resume Examples & Samples

Education required: Professional Education Level or University Degree (preferable in Accountancy or Business Administration)
Foreign Languages: English – at a proficient level; Italian at an intermediate level preferred, but not mandatory
Work Working experience: 2 - 3 years of experience in the Finance area, preferably working with reports
Strong EXCEL knowledge

BI Reporting Senior Analyst Resume Examples & Samples

Prioritise and manage delivery of MI reports development and deployment
Drive BI solutions for meeting the business BI requirements
Build & enhance self-service capabilities
Ensure all reports requirements are solution and fulfilled for all product launches
Strong Telecom and, & BI domain knowledge
Experience of managing a diverse team with offshore delivery responsibility
Experience of creating, deploying and maintaining the internal processes
Strong problem solving skills and analytical skills
Project management
Hands-on experience with telecom performance KPIs calculation and reporting (both mobile and fixed line)
Reporting tool expertise on OBIEE, Cognos, Sap BO. OBIEE is strongly preferred
Expert Oracle PL/ SQL skills
Good Knowledge of Data-Warehouse principles
Excellent presentations and writing skills
Ability to work with different groups and levels
Strong attention to detail and critical thinking skills
Strong data analysis skills
Model Development & testing experience
Advance MS Excel skills

Data & Reporting Senior Analyst Resume Examples & Samples

Provides and presents data analytics and insight on trends related to sales and marketing activity
Translate stakeholder’s requirements into reporting deliverables
Assists management team with dashboard and report generation
Designs high level reporting presentations for us by department, leadership and Senior Leadership
Work in a cross-functional capacity, including with Sales, Marketing and Finance, to establish key reporting dashboards and processes that support the growth of the business

Analysis & Reporting Senior Analyst Resume Examples & Samples

Collect, review and analyze highly complex data and/or documentation to ensure achievements with the Retail Network Transformation business plan financial objectives, key performance metrics, policies, procedures and/or regulatory and risk requirements
Focus on day-to-day deliverables, developing solutions based upon subject expertise, and occasionally representing the department at a broader level
Develop, establish and oversee performance management framework for the comprehensive Retail Network Transformation effort: Branch transformation & delivery, ATM channel management, InStore Channel management, and Branch Optimization
Serve as subject matter expert and serve as business unit liaison with other departments. Has knowledge of best practices and how own area integrates with other; is aware of the competition and the factors that differentiate the company in the market
Manage projects requiring coordination with other teams, process improvement projects and may assist in developing and implementing policies, procedures, and training materials to maximize efficiency
Perform other such duties as assigned including trouble shooting operational issues
Advanced desktop computer and application skills including spreadsheets, databases, vendor solutions, online programs, and various other MS Office programs (Excel, Access, SQL)
Proven skills in data extraction, manipulation, and presentation for numerous file formats and source systems
Ability to build repeatable processes that are streamlined, automated, and macro driven
Experience training others on processes and procedures
Ability to prioritize and multi-task effectively
Experience developing reports

MIS Reporting Senior Analyst Resume Examples & Samples

Develops Management Information Reports within specified timeframes and deliverable schedules
Develops and deploys effective reporting to reconcile operational and financial data from several sources to obtain and report results and adhere to reporting requirements
Independently identifies and investigates issues related to projects. Recommends alternatives which include system identification, remediation of issues, and documentation of analysis and resolution
Prepares, analyzes, and reviews data quality and accuracy of MIS reports which includes system and data reconciliations
Participates in the development of presentations, report layouts, definitions and documentation
May perform additional reconciliations and maintenance of various ad hoc reports to improve the efficiency of distribution and Management Information Systems related processes
Advanced knowledge of MIS related topics and technical procedures
Strong analytical and problem solving skills with the ability to effectively resolve complex situations and issues
Experience leveraging analytical tools such as Qlikview, Tableau, and SQL preferred
Exposure to Business Objects, SAS, or Crystal Report development a plus
Must be results oriented with the ability to work independently as well as in a team environment
Detail-oriented with strong organizational skills with the ability to manage or lead multiple projects effectively
Strong interpersonal, verbal and written communication skills with the ability to effectively interact and build trusted relationships across different departments and all levels of management
Expert knowledge of Microsoft Office Suite (Excel, Access and PowerPoint) and other business-related systems
CNA system knowledge and insurance background a plus

Oversight & Control Ccb Control Reporting Senior Analyst Resume Examples & Samples

Data extracts, analysis, and report designs using MS Access queries and Excel
Development, coding, and management of MB Control related Access applications for tracking and reporting Issues/Action Plans, Controls, and RCSA testing
Coordinate and track CCB and Mortgage Bank project initiatives and user forums related to Central Control team support functions
Manage, create, and maintain SharePoint sites leverage by the Mortgage Control organization, including ongoing consolidation and records management
Ability to understand both strategic and tactical direction and extrapolate functional process flows and business requirements
4+ years of experience in data analysis, database design and development
Strong knowledge of MS Access and SQL
Solid SharePoint experience including site creation, access administration and space management

Media Reporting Senior Analyst Resume Examples & Samples

Soft Skills Analytical
Thinking Advanced
English Good communication skills team collaboration, calls, chat, email, tickets with excellent response times
Proactive Self motivation with ability to prioritize and follow up on multiple tasks Problem Solver ability to fix complex issues
Takes ownership of tasks and ensures their quality
Good time management including down time and ability to meet tight deadlines
Solid experience in managing and setting appropriate expectations
The ability to work effectively with both technical and non technical personnel
Advanced knowledge in the latest related technologies Team Player
Responsible Self learner
Good research skills
Documentation skills
Working knowledge of the various paid marketing channels and technologies, including paid search (Google AdWords), display and retargeting, social network advertising

Analysis &reporting Senior Analyst Resume Examples & Samples

Design, develop and deliver transaction level and aggregate level reporting, including process exception reports, colleague performance scorecards, health of process heat maps, key performance indicator reporting, etc
Identify business opportunities
3 years prior banking experience including concentrations in reporting development and business analysis
3 years Experience in MS Access, SQL, SAS

Management Reporting Senior Analyst Resume Examples & Samples

Works with assigned divisions and ensures that the necessary Bank data is gathered for financial management reporting purposes. Ensures that information from source applications, general ledger, annual budgets (capital, operating, LOB), monthly forecasts, and manual database files are provided for each respective database model (e.g. OFSA, Summit, or QRM). Reconciles information within the database ensuring completeness and accuracy. Reviews and analyzes processed results to identify developing trends related to asset/liability reporting, line of business or product profitability reporting or unreasonable unit cost calculations related to activity costs for a particular cost center. Plans, develops, and/or executes the necessary steps to correct data
Analyzes and updates respective databases methodologies (OFSA, Summit or QRM) on a regular basis. Responsibilities include one or more of the following: 1) ensures that the OFSA yield curve is properly constructed and maintained; 2) assigns proper funds transfer pricing rates to various product lines through analysis and discussions involving business managers and treasury; 3) maintains/creates accurate OFSA/LOB processing methodologies; 4) maintains the cost allocations methodologies through updated activity based cost studies or discussions with support service units or distribution channels; 5) maintains adequate documentation related to any of the processing procedures noted above
Interprets and reports database information (OFSA, Summit and QRM). Continually refines methodologies and enhances the data of each respective software model to improve the quality of management reporting (e.g. LOB reporting, scorecard reporting) to users. Works closely with other Senior Analysts to ensure adequate data exists. Proposes and implements solutions to attain mutually agreed upon objectives. Communicates with business unit users and/or other database users (e.g. Marketing, Credit, etc.) to facilitate quality data gathering
As assigned, coordinates and executes certain financial/management reporting functions of assigned line units. Financial reporting functions will require the necessary industry knowledge associated with the assigned line unit (e.g. residential lending, consumer products). Financial reporting responsibilities will vary depending upon the line unit assigned. Management reporting responsibilities mainly include “scorecard” reports, cost study/allocaiton reports, budget variances for operating, capital, and or LOB budgets. Certain variance reporting responsibilities may differ from line unit to line unit based upon the existing financial reporting support in place. Runs queries on respective database(s) to resolve any issues that arise and to explain developing trends of interest to the business or product manager. Also provides information on an ad hoc basis. Monitors the status of assigned line units against projected deliverables, objectives, and budgets that were developed during the planning process. Creates reports for senior/executive management highlighting unit performance
As assigned, works with business managers during the annual planning and budget process. Assists in creating strategic plans, LOB, capital and operating budgets as necessary. Facilitates all budget iterations as needed
Supervises junior analysts as necessary to ensure assigned work is accurate and complete
Minimum five years accounting or finance work experience, including 4 years internal and external financial reporting experience
Banking or financial services industry preferred
Demonstrated proficiency and expertise with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel, Access and Power Point) or similar software
Knowledge of or ability to use bank systems and software
Demonstrated verbal and written communication skills, including presentation skills
Must be analytical, detail oriented, organized
Must be able to meet deadlines and handle multiple priorities
Able to work flexible hours including holidays, weekends and evenings as needed or assigned

Data Analytics & Reporting Senior Analyst Resume Examples & Samples

Candidate must possess excellent analytical skills with 5+ years experience in analytics and/or reporting
Proven success at applying analytic methods to solve business problems; effective interpretation of data and communication of results is required
Knowledge or experience with Enterprise Systems such as CIS, DDA, Customer Assist, Contact Manager is preferred
Domain knowledge of Consumer Banking products and/or processes is preferred
Must possess attention to detail and high standards for accuracy and process documentation in use of data tools
Experience developing and automating reporting processes preferred
Candidate should also have proven experience in a customer-focused role and be comfortable building relationships with key internal customers
Candidate must possess technical skills, with at least 5 years experience with SAS, Business Objects, SQL or similar data tools

Analysis & Reporting Senior Analyst Resume Examples & Samples

Development of strategic presentations including but not limited to key business initiatives, monthly spotlights, and business line reviews
Development of customer centric metrics across Commercial Operations with performance thresholds aligned to industry benchmarks
Ensure appropriate operational KPIs are in place and associated data collection is robust
Create operational dashboards and scorecards
Define, implement and monitor internal data quality KPIs
Collaborate with Risk partners to support the closure of any significant data quality audit findings
Build relationships with key stakeholders across divisions
Coordination of property strategies and implementations
5+ years relevant business experience in strategic planning, project coordination and business analysis
Ability to deliver forge strong partnerships, influence and collaborate with others
Experience using a structured project management methodology
Experience leading/driving continuous improvement activities

Reporting Senior Analyst Resume Examples & Samples

Bachelor’s Degree and/or equivalent work experience
5 years’ experience of data gathering tools and proficiency with business intelligence reporting tools
2 years’ experience building reports in Tableau

Reporting Senior Analyst Resume Examples & Samples

Performance of quality reviews and validation of data for all audit findings to ensure integrity in Audit systems and Report output
Production of monthly audit finding client reporting packages for senior leadership across all business units and staff groups
Production of supporting information for population of 6 & 12 Month Report to Audit Committee and Mid Year & Year End Control Ratings
Assisting in production of audit committee reports and presentations
Support Senior Manager & Director of Reporting and Regulatory Relations in creating and implementing processes to manage and control data quality used for reporting and planning within the department
Assist with ad-hoc requests on an as needed basis
2-4 years MIS/reporting work experience
Highly proficient MS Excel, Word and PowerPoint skills
Demonstrated ability to support multiple concurrent activities and interface with senior management and external/internal teams
Strong analytical, decision-making and collaboration skills
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions

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