Reporting Services Analyst Resume Samples

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J Deckow

Jovani

Deckow

78319 Gutmann Walk

Houston

+1 (555) 739 0041

78319 Gutmann Walk

Houston

Phone

p +1 (555) 739 0041

Experience Experience

Dallas, TX

Reporting Services Analyst

Dallas, TX

Senger, Huel and Bernhard

Dallas, TX

Reporting Services Analyst

Participate in performance management and development activities
Perform financial accounting / management accounting processes in line FSSC standard way of working
Perform analytical review to ensure the movements vs. previous periods or vs. the previous forecast make sense
Perform business readiness activities, operate as per IBPM way of working
Train HR users on systems and provide process/system support, develop and maintain functional user documentation
Analysis of the financial accounts to help management monitor ongoing performance on an accurate and timely basis
Facilitate face-to-face meetings with operational staff and senior management as well as to provide written documentation and to present findings

Boston, MA

Reporting & Technical Services Analyst

Boston, MA

White Inc

Boston, MA

Reporting & Technical Services Analyst

Perform technical and financial analysis on proposals or specific issues and makes recommendations to improve outcomes
Work with service providers on troubleshooting and testing systems for connectivity, disaster recovery, etc
Technical aptitude to test/troubleshoot systems and learn new concepts/tools
Broad knowledge of mutual funds broker-dealer distribution and transfer agency recordkeeping
Fulfill query and report requests; communicate information in relevant formats to the intended audience
Provide input and oversight of work performed by service providers, DST Customer Communications, DST, Boston Financial Data Services (BFDS), and State Street; ensure work is performed as specified in contract agreements
Advanced proficiency using MS Excel

present

Houston, TX

Payment Services Analyst, Fin Reporting

Houston, TX

Brakus-Zieme

present

Houston, TX

Payment Services Analyst, Fin Reporting

present

Assist in preparing and developing customer churn reporting and analysis for ad hoc analysis, monthly forecasts and annual budgets
Provide guidance to Payment Services team and Residential line management when resolving customer or system issues
Perform other duties as assigned
Analyst is also responsible for assistance in the preparation of the annual budget and monthly financial forecasts and variance analysis
Stay attuned/collect and communicate emerging collections practices, techniques within the company and industry
Review daily, weekly and monthly operational and financial reports to ensure that organizational and financial objectives are met; identify discrepancies and research solutions
Assist in fulfilling corporate or senior management information requests and provide regular reporting and information. Collaborate on company-wide or cross-regional/division collections projects

Education Education

Bachelor’s Degree in Related Field

Hofstra University

Bachelor’s Degree in Related Field

Skills Skills

Prepare quarterly multi-currency consolidation of UK&I under IFRS, for group reporting of actual results
Develop QPR forecasts and budget using Hyperion (HFM) consolidation system to meet group deadlines
Ensures high-quality planning of Operations related costs and capital expenditures during budget, forecasting and month-end closing processes
Contribute to collection of information of End Market driven activities by developing a strong relationship with the End Markets
Prepare quarterly multi-currency consolidation of UK companies (7200 Group) under IFRS, for group reporting of actual results
Product costing activities (Budget product cost activities performed in SAP, costing of raw materials and finished goods materials)
Review, build and implement improvements in Fixed Asset accounting
Document and embed a clear financial policy to support costs, including cash advances, invoice payment, forecasting, budgeting and reporting
Manage the financial control of ledgers for compliance, reconciliation, and reporting
Manage the product cost process across WER companies, ensuring accurate reconciliation, reporting, and financial control

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Payment Services Analyst, Fin Reporting Resume Examples & Samples

Responsible for continuous evaluation of collections related operating and financial analysis for the purpose of recommending strategic, policy and process related changes that will ensure achievement of business objectives
Analyst is also responsible for assistance in the preparation of the annual budget and monthly financial forecasts and variance analysis
Assist in preparing and developing financial models for the monthly forecasts and annual budgets for financial expenses associated with receivables management including but not limited to net bad debt & associated expenses
Prepare and distribute weekly and monthly operational effectiveness reporting requiring advanced excel work (pivot tables, vlookup, macros, etc.)
Assist in preparing and developing customer churn reporting and analysis for ad hoc analysis, monthly forecasts and annual budgets
Stay attuned/collect and communicate emerging collections practices, techniques within the company and industry
Perform various types of data analysis, evaluation and determining the effectiveness on Collections operational tactics in order to support recommendations for fiscal or subscriber related improvements. Examples of major areas of interest include assessment of present (or future) tool or policy reviews, compliance, customer onboarding, payment related reporting and collection timeline events and sequence
Review daily, weekly and monthly operational and financial reports to ensure that organizational and financial objectives are met; identify discrepancies and research solutions
Preparation of daily, weekly and monthly reporting requirements related to monthly close, forecast and business review for financial expenses and operational key performance indicators
Assist in fulfilling corporate or senior management information requests and provide regular reporting and information. Collaborate on company-wide or cross-regional/division collections projects
Provide guidance to Payment Services team and Residential line management when resolving customer or system issues
Bachelor's degree in Financial / Management disciplines or other related field or/and work-related experience in the area of collections
Advanced Excel skills required including pivot tables, effective use of formulas (vlookup, sumif, hlookup, etc.), and writing/recording macros
2-3 years of relevant professional experience in financial, accounting or related experience in the area of collections
Must be able to formulate operational/financial reports and projects and perform the appropriate analysis to impact company objectives
Demonstrated leadership ability, team-building skills, higher personal standards and professional ethics
Flexibility to adapt to new situations and effectively multitask in a fast-paced environment
Ability to handle multiple projects and shifting priorities while maintaining consistent performance
Proficient in MSOffice programs
CPA or MBA preferred

Reporting & Technical Services Analyst Resume Examples & Samples

Fulfill query and report requests; communicate information in relevant formats to the intended audience
Perform technical and financial analysis on proposals or specific issues and makes recommendations to improve outcomes
Serve as a resource for internal staff to resolve technical issues with Sharepoint, TA200, AWD, SalesConnect, Persistency, etc
Provide input and oversight of work performed by service providers, DST Customer Communications, DST, Boston Financial Data Services (BFDS), and State Street; ensure work is performed as specified in contract agreements
Work with service providers on troubleshooting and testing systems for connectivity, disaster recovery, etc
Bachelor’s degree in a business-related field or equivalent experience
Four years of experience in the financial services industry
Experience developing queries and reports
Broad knowledge of mutual funds broker-dealer distribution and transfer agency recordkeeping
Analytical and problem-solving skills to analyze and interpret data
Written and verbal communication skills to provide reports and recommendations to management
Technical aptitude to test/troubleshoot systems and learn new concepts/tools
Advanced proficiency using MS Excel
Experience in financial analysis
Knowledge of Transamerica investment products
Experience using TA2000, AWD and DST peripheral products

Family Office Services Consolidated Reporting Analyst Resume Examples & Samples

Data input and reconciliation
Contribute to the development of custom report templates based on business need and/or client-specific requirements
Generate and work with team members to review client reports generated from wealth platform
Work with team members on business process development and implementation
Develop operating procedures for team to guarantee standardized output
Work closely with IT, business users, and the ROI team in development of report templates
Undergraduate degree in related field of study is required (Finance, Accounting, Economics, Computer Science)
Graduate degree or professional certifications (i.e. CPA, PMP, CFA) preferred but not required
Relevant prior work experience in financial services industry (5+ years)
Understanding of relational databases and working knowledge of SQL
Operations, trust/accounting, Global Plus, report design, data analysis, programming experience a plus
Series 3, 7, or 63 preferred, but not required
Ability to manage multiple priorities effectively and work in a fast-paced environment
Strong analytical and organizational skills
Strong working knowledge of Microsoft Office suite

Managed Services Reporting Analyst Resume Examples & Samples

Generate reconciliation and QA reports post upload of client portfolios and carry our preliminary checks for correctness of the data upload
Gradually gain a deep understanding of risk and performance analytics methodologies
It's an Global Team and require close collaboration between Mumbai and Monterrey Team so candidate shift timings may be little earlier than normal
Recent graduates
Excellent English communication and written skills
Basic understanding of international financial institutions and global financial markets
0-2 years of experience, preferably in an operations role in an Investment domain

Baam Global Client Services & Reporting Analyst Resume Examples & Samples

Responding to an array of client inquires on their hedge fund investments; enhanced analytics on client and prospect hedge fund portfolios
Overseeing and completing client reporting (customized and automated) for commingled funds, customized accounts, and specialty funds
Consultant relationship support (including consultant databases, consultant questionnaires and ad hoc consultant requests)
Producing ad-hoc analyses for BAAM senior management
B.Sc or higher degree in Economics, Finance, Accounting or related discipline
Demonstrated understanding of, ability to calculate and interpret various quantitative metrics (Return Calculations, Leverage/Risk Calculations, Performance Metrics, Liquidity)
Understanding of hedge fund strategies, fund structures and BAAM products/business lines

Reporting Services Analyst Eemea / Turkey Resume Examples & Samples

Understand the impact of the accounting process and practice
Understand the platforms and analyze reports, identify issues and challenges within reports functionalities and data
Understand and apply relevant financial skills and knowledge
SAP knowledge: FI, CO-PA

Reporting Services Analyst Eemea Resume Examples & Samples

Experience in Planning & Reporting
At least 1-2 years of experience in a global FMCG or similar dynamic operating environment
SAP knowledge: FI, CO-PA
Knowledge of BPC Reporting tool is considered a plus

Reporting Services Analyst Resume Examples & Samples

Cost Accounting experience
SAP knowledge
Advanced Excel and Power Point skills

Reporting Services Analyst With Russian Eastern Europe Resume Examples & Samples

Accounting qualification
Required Language - Russian
At least 1-2 years of experience in an global FMCG or similar dynamic operating environment
A thorough understanding and knowledge of relevant finance tools and systems, specifically BI/BPC SAP or ERP equivalent

Reporting Services Analyst MEA Resume Examples & Samples

At least 2-4 years of experience in an global FMCG or similar dynamic operating environment
Understand the platforms and analyse reports, identify issues and challenges within reports functionalities and data
Detail-oriented, analytical, proactive, and can work under pressure with minimum supervision

Merchant Services Reporting Analyst Resume Examples & Samples

Prepare recurring or ad hoc reports and analysis including, but not limited to, portfolio stratification, account quality and profitability
Investigate and research unexplained variations in reports and data
Validate account data through existing system generated reports and records
Work with department management and process owners to identify business reporting requirements and prepare, execute and distribute reports/information
Evaluate and recommend improvements to processes and procedures within Merchant Services to enhance BB&T’s competitive position while ensuring compliance with policy, legal and regulatory requirements
Utilize performance measuring and tracking methods to facilitate reporting
Maintain general working knowledge of BB&T Merchant Services products, services, and workflow patterns in order to understand and respond to reporting requests
Perform industry research and assessment when needed by department management
Bachelor’s degree in a Business-related field, or equivalent education and related training
Strong interpersonal, verbal and written communication skills
Ability to handle heavy workloads and critical deadlines
Banking or analytical work experience with specific emphasis on reporting
Working knowledge of BB&T Vision, Mission and Values
High proficiency in Microsoft Excel (formulas, pivot tables, charts), Microsoft Access (writing queries), and Standard Query Language (SQL)
Exhibit exceptional client service by executing on BB&T’s perfect client experience
Eagerness to learn and willingness to adapt to change
Knowledge of Merchant Services systems INDBBTPS

Adoption Services Reporting Analyst Resume Examples & Samples

Create and fulfill ad-hoc and standardized reporting requests
Compile, organize, and standardize data from various sources
Interact with members from multiple teams to understand business functions and needs for information
Present technical findings in summarized form to non-technical audiences
Advise department and managers regarding appropriate, effective, and efficient use of reporting capabilities and functions
Develop and maintain databases for data models and recommend improvement techniques for efficient data management
May provide technical direction and some project management within a project team
Actively supports and enforces the company’s data processes and standards

Reporting Services Analyst Resume Examples & Samples

Be a main point of contact for individuals with data and reporting needs via email, phone and chat / instant messaging
Act as a builder, creating reports and dashboards that match to customer requirements
Resolve queries by referring to documentation and through self-guided exploration; escalating where these cannot be resolved
Actively seeking the voice of your customers to improve levels of service
Train HR users on systems and provide process/system support, develop and maintain functional user documentation
Assist with the roll out of new tools and systems to HR teams including execution of testing, and training tasks
Bachelor’s degree in related field and demonstrated experience in a data-centric function
Absolute passion for ensuring a great customer experience with every contact
Fluency in multiple languages advantageous

Payment Services Reporting Analyst Resume Examples & Samples

Ensure timely and accurate completion of analytical requests
Create data reporting to execute risk-based monitoring of programs
Apply broad experience and knowledge of data management to drive and design effective analytic reporting structure and process
Coordinate with stakeholders to identify risks and drive remediation
Analyze and use data and information to aid partners to create risk-based solutions
Develop solutions to proactively predict risks based on behaviors or trends
Ability to translate and summarize complex data into understandable, actionable information and recommendations
Strong analytical skills with high attention to detail and accuracy with experience in complicated financial services environment
Ability to prioritize work, meet deadlines, achieve goals, and work in environment with multiple concurrent projects
Strong Excel skills (pivot tables, advanced formulas, macros, etc.) are a requirement for this position. Testing/validation will be performed before hire
Bachelor’s degree, or equivalent, relevant work experience
Two to Five years of financial experience, preferably in Risk, Audit, issues management, key risk indicator development, and/or reporting
A self-directed and independently motivated individual, who places a high value on organizational skills and maintains strong business acumen
Successful employment record
Ability to be flexible in a dynamic environment and can adapt to situational changes with ease and fluidity
Excellent interpersonal, verbal, and communication (including presentations) skills and experience creating Power Point documents for senior management
Proficient computer skills, especially Microsoft Office applications
General knowledge of policies, plans, procedures, products, and regulatory requirements for payment-related businesses

Real Estate Services Application Reporting & Support Analyst Resume Examples & Samples

Business degree or post-graduation degree
4 to 5 years relevant work experience with emphasis in finance or accounting
Experience working with a US-based company
Advanced computer application skills in Microsoft Excel, PowerPoint and Access (Preferred)
Provide a high level of attention to detail for reliable accuracy

Reporting Services Analyst Resume Examples & Samples

Analysis of the financial accounts to help management monitor ongoing performance on an accurate and timely basis
Perform quality review of the financial information prior to releasing it to the BeNeLux Corporate Finance team for approval
Perform business readiness activities
Communicate & act as liaison with end market/ Regional & Area Teams
Apply processes to govern change and to ensure compliance to global standards
Operate according to agreed Finance Shared Services Center processes and in compliance with group policies and procedures, and external financial regulations
Build a good multi-functional relationship between the shared service and the end market Finance and Commercial team

Reporting Services Analyst Resume Examples & Samples

Perform business readiness activities, operate as per IBPM way of working
Perform financial accounting / management accounting processes in line FSSC standard way of working
Ensure robust mapping for profit centers/ legal entities as per FSSC Customers portfolio
Communicate & act as liaison with end markets/ Regional & Area Teams
Adhere to application access, authorisation security and identify management standards
Conduct quality assurance on design proposals and ensure they can be adopted as per FSS standards
Operate according to agreed FSSC processes and in compliance with group policies and procedures, and external financial regulations
Self-motivated, apply high professional standards and be capable of bringing a strong focus inside the project
SAP knowledge and understanding of financial accounting framework (IFRS) is desired
Rigorous approach to preparation of Reports and strong attention to detail
Ability to build excellent working relationships and a track record of influencing key stakeholders from multiple functions

Reporting Services Analyst Resume Examples & Samples

Serve as an independent contributor for a component of the Record to Report function inclusive of, General Ledger, Fixed Assets, Reconciliations, Month End Close, Statutory & Financial Reporting, Management reporting, data integrity and quality
The Reporting Services Analyst will take responsibility for the integrity, quality and reasonableness of the management and statutory reporting process, which includes QPR and QTR reporting exercises
Submission of the management reporting unit as well as legal entity reporting requirements as per the deadlines and with the frequency set by the IBPM process. This includes preparation, review, and posting of Financial Adjustments, investigating any major variances, reviewing of the reasonableness of the balances, and ensuring IFRS and GMAP have been properly applied in the financial reports
Identify material movements based on pre-established template
Perform analytical review to ensure the movements vs. previous periods or vs. the previous forecast make sense
Support in implementing internal controls to ensure accurate financial reporting
Participate in CI initiatives in order to enhance efficiency & effectiveness, using external benchmarks for World in Class units
Basic understanding of financial statements and reporting
A basic understanding and knowledge of relevant finance tools and systems, specifically BI/BPC SAP or ERP equivalent
Able to drive projects and process improvements and handle a remote customer base model

Reporting Services Analyst Resume Examples & Samples

Supporting the forecasting and reporting cycle: Prepare quality and timely reporting of P&L, Balance Sheet and Cash Flow in accordance with Group standards and timetables; Prepare the financial reporting of legal entities in BPC system
Accounting qualification, experience in Planning and Reporting
A thorough understanding and knowledge of relevant finance tools and systems, specifically BI/BPC SAP or ERP equivalent would be considered as advantage

Merchant Services Reporting Analyst Resume Examples & Samples

Prepare recurring or ad-hoc reports and analysis including, but not limited to, portfolio stratification, account quality and profitability
Represent the department in discussions pertaining to work completed by the analysts
Three years of experience in merchant-related position
Experience with TeamSite or web site design
Advanced Excel and analytic reporting skills
Knowledge of Merchant Services systems

Information Services Reporting Analyst Resume Examples & Samples

Bachelor's degree (BA/BS) from a four-year college or university or equivalent experience and a minimum of 5 years of related experience and/or training
Four or more years of experience in report writing, data capture, and analysis
Experienced in using Excel, Word and Powerpoint
Able to manage workflow, with minimal oversight, in a fast-paced environment with multiple and sometimes changing priorities
Outstanding interpersonal and leadership skills
Strong relationship management skills; ability to collaborate with people at all levels throughout the organization
Excellent communication (verbal & written) and organizational skills
Able to work both on a team (as member and/or leader) and independently to deliver results

Reporting Services Senior Analyst Resume Examples & Samples

Forecasting and reporting: Prepare quality and timely reporting of P&L, Balance Sheet and Cash Flow in accordance with Group standards and timetables; Prepare the financial reporting of legal entities in BPC system
Prepare local statutory financial reporting, ensuring consistency through a solid reconciliation process
Assist the Corporate and Commercial Finance team with ad hoc requests
Co-ordinate and prepare the monthly forecasting process activities, prepare and generate financial information required for monthly performance meetings
Perform quality review of the financial information prior to releasing it to the Corporate Finance team for approval
Adhere to application access, authorization security and identify management standards
Communicate and raise awareness of global and regional design /standards
Build a good multi-functional relationship between the shared service and the end market Finance and Commercial team,
At least 2-3 years of experience in an global FMCG or similar dynamic operating environment
Self-motivated, apply high professional standards and be capable of bringing a strong focus inside
Knowledge and understanding of financial accounting framework (IFRS) is desired
Strong computer literacy and analytical thinking is a requirement
Strong communication skills, attention to details
Ability to anticipate problems, foresee timely solutions and adapt accordingly
Excellent MS Office skills, particularly Excel

Financial Services Reporting & Support Analyst Resume Examples & Samples

Three to five years of similar or related experience
Equivalent to a two-year college degree or completion of a specialized course of study at a business or trade school
Six hours of college accounting or finance is preferred
Knowledge of lending markets (residential, commercial and agricultural) and security markets (agencies, mortgage-backed securities, and collateralized mortgage obligations) is preferred
Knowledge and proficient use of MS Office products, including Word, Access and a heavy emphasis on Excel
Ability to work overtime as needed

Reporting Services Analyst Product Costing With Russian Resume Examples & Samples

Product costing activities (Budget product cost activities performed in SAP, costing of raw materials and finished goods materials)
Ensures high quality planning of Operations related costs and capital expenditures during budget, forecasting and month-end closing processes
Perform business readiness activities, system testing, reporting of the business readiness KPIs
Perform financial accounting / management accounting processes in line with standard work and agreed Financial Shared Services Centers (FSSC) ways of working
Contribute to collection of information of End Market driven activities by developing a strong relationship with the End Markets - covering EE markets
Raise issues to technical team, provide required information, manage system testing and make active follow-up on open tickets
Operate according to agreed Financial Shared Services Center processes and in compliance with group policies and procedures, and external financial regulations
Minimum of 1-2 years of experience in finance or related field / professional accountancy qualification in progress or finalized (i.e. CA/ACCA/CIMA/CPA) is a plus
Understanding of budgeting, management accounting and reporting
Experience with using ERP
English & Russian (spoken and written), mother-tongue or equivalent standard
Knowledge of SAP, Microsoft Office standard pack (Excel, Word, Access, PowerPoint)
Excellent analytical and numerical skills, positive and well organized
Strong interpersonal skills with the ability to communicate with staff at all levels in all departments and companies both within the Group
Self-motivated, apply high professional standards and be capable of bringing a strong focus inside the team