Reporting Specialist Resume Samples

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G Hintz

Gaylord

Hintz

48025 Paucek Mews

Chicago

+1 (555) 385 2107

48025 Paucek Mews

Chicago

Phone

p +1 (555) 385 2107

Experience Experience

Detroit, MI

HR Reporting Specialist

Detroit, MI

Borer, Oberbrunner and Rosenbaum

Detroit, MI

HR Reporting Specialist

Develop, maintain, and continuously improve reporting processes
Develops, maintains, and continuously improves reporting processes
Input to the continuous process improvement process and reengineering efforts, automate and simply processes
Proficiency in PeopleSoft data management and use
Creates, maintains, and ensures quality assurance of key human resources data sets, reports, and metrics
Manage time effectively within a fast paced environment to deliver a high quality output under tight deadlines
Provide a talent pool for HR

Philadelphia, PA

Financial Reporting Specialist

Philadelphia, PA

Willms-Gottlieb

Philadelphia, PA

Financial Reporting Specialist

Define and develop an MIS (Management Information System) reporting suite for GCAP that provides the business with insightful decision-making financials
Create and manage the workforce optimization plan
Provide insightful and impactful analytics of the financial results to various audiences, including senior management
Assist with various ad-hoc initiatives for Senior Management, as necessary
Support all financial reporting audits, including SOX and MAR work, partnering with PWC, Internal Audit and Risk Management
Provide assistance with ad-hoc requests from country subsidiaries or other business partners
Develop a clear quality control and operational risk framework

present

Phoenix, AZ

Business Analysis & Reporting Specialist

Phoenix, AZ

King-Jakubowski

present

Phoenix, AZ

Business Analysis & Reporting Specialist

present

Maintaining and tracking documentation
Monitoring operational processing controls
Interfacing with assignment sponsors or suppliers in providing guidance on PES procedures or unusual situations
Facilitating requests for international pre-engagement screening tests for US based workers who had resided abroad
Highly disciplined individual, self-motivated, and delivery focused
Governance and Communication – helping to drive town halls, off-sites, and weekly management meetings. Supporting creation of Executive-level presentations on strategy, budget, project delivery, controls, risks, etc
Assist in generating Reports and Systems for aggregation of global positions in North American listed securities in accordance with the DOI regulations of individual jurisdictions

Education Education

Bachelor’s Degree in Accounting

Hofstra University

Bachelor’s Degree in Accounting

Skills Skills

Very good knowledge of MS Excel (pivot tables, vlookups)
Strong analytical skills with high attention to details
Excellent organizational skills and ability to prioritize and schedule workload
Reliable Microsoft Excel knowledge
Advanced knowledge of Excel, knowledge of Access is an asset
Highly analytical with attention to detail
Ability to learn new systems and processes quickly
Have a good technical back ground or at least willingness to learn new tools / features
Strong discipline on client confidentiality and cross boarder information sharing rules
In depth knowledge of Corporate Treasury functions and associated regulations

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Business Analysis & Reporting Specialist Resume Examples & Samples

Bachelor’s degree or equivalent work experience (2-3 yrs)
Ability to build and maintain effective working relationships with Sales Representatives; comfortable with interaction with all levels of management and external parties; a team-player
Quick learner; innovative and analytical
Ability to adapt to opportunities presented through change
Pro-active approach to problem-solving; a logical thinker
Results-oriented, self-motivated and a flexible approach to working hours
Excellent prioritization, planning and time-management skills
Must be detail-oriented, highly responsible and able to work within tight deadlines
Flexibility to train outside of Delaware for 1-2 months
Familiarity with Securities registration procedures and requirements
Familiarity with operational controls

GS&I Business Analyst & Reporting Specialist Resume Examples & Samples

Minimum of 2 years experience in a financial services environment
Minimum 1 year experience in either a call center, risk operations, fraud claims processing, fraud detection or fraud prevention
Familiarity with Avaya CMS phone systems, banking systems, or digital surveillance retrieval is a plus
Language Skills
Excellent verbal skills for frequent telephone contact with users of our services
Capability to listen carefully in order to draw out key facts as they are being reported
Talent for conveying key facts to an uninformed reader utilizing the least words
Bilingual (English/Spanish) is a plus
Advanced knowledge of Microsoft Office Suites
Basic knowledge of Visio, Snagit and SharePoint
Comprehensive writing skills, including proper punctuation and grammar, organization, and formatting
A talent for quickly identifying and documenting pertinent facts in an ample yet abbreviated fashion
Knowing how to substantiate facts and properly document them
Consistent attention to detail, including proofing your own work to deliver error free text
Talent for analyzing multiple variables to arrive at the right decision in a timely manner
Being able to recognize customersâ€™ expectations and meet them with a smile in your voice
The knack for developing effective working relations with your co-workers, peers and customers
Ability to work through differences and tactfully address incongruity
Demonstrates flexibility in adapting to change

Marketing Optimization & Reporting Specialist Resume Examples & Samples

Design and regularly publish management-level dashboards and reports measuring KPIs, online behaviors, campaign performance, and testing results
Capture A/B and multivariate testing requirements and analyze results
Make recommendations for optimizing the performance of marketing campaigns
Support online testing as an ongoing discipline to drive continuous improvement
Create and maintain documentation for both Standard and Ad-Hoc Marketing Reports
3 of more years of work experience in digital measurement and optimization, especially A/B and multivariate testing
Exceptionally strong quantitative & analytical skills required
Expertise in web analytics, including WebTrends and WebTrends Optimize is required
Experience with reporting and analytic tools such as Business Objects preferred
Proficient writing ad-hoc queries, including SQL. Recruiter: Jamie Bernard

Business Analysis & Reporting Specialist Resume Examples & Samples

Assist in all departmental activities including, but not limited to, employee certifications of outside accounts, linking of accounts to appropriate broker transmissions, and resolving issues related to non-designated broker accounts
Assist with ad hoc projects as required
Validates accuracy of data and assists with report preparation
1-3 years experience in financial services industry a plus but not a requirement. Compliance, risk management, or regulatory affairs in financial services industry a plus
Ability to both produce quality work with minimal supervision and function well in a collaberative environment
Attention to detail and ability to multi-task

Analysis & Reporting Specialist Resume Examples & Samples

Handling escalated calls and resolving complex issues
Determining accurate client aggregation
Participating in firm wide Client Central activities
Maintaining control and compliance for sponsorship activities
Managing the synchronization of client data changes with other systems
Managing duplicate client records
Ensuring accurate primary data owner
Transferring clients to appropriate channels
Minimum of 3 years experience in an operations environment; specifically Commercial Lending
Solid understanding of aggregate exposure
Strong understanding of entity structures for income property
Preferably some knowledge/experience with the JPMC Client Central Database
Detail oriented with the ability to multi task
Ability to interface with people at different levels within the organization
Some knowledge of the KYC process
Working knowledge of Compliance and Regulatory Laws
Strong PC skills in Microsoft Office

Financial Reporting Specialist Resume Examples & Samples

At least 3 years experience in the preparation of financial statements or 5 years within a fund accounting environment with experience of producing all elements of a valuation
Strong analytical skills with the ability to identify and resolve issues
An accountancy qualification or be part qualified
Pragmatism combined with a can-do attitude is a pre-requisite
Finance related third level qualification
Qualified or part-qualified accountant an advantage
Competencies As above

Credit Reporting Specialist Resume Examples & Samples

Very good knowledge of MS Office (Excel, Access),
Ability to program in VB, SQL,
Good English both written and spoken
Good analytical and communication skills,
Accuracy and patience,
Inquisitiveness,
Economic/IT education,
Experience in banking or knowledge of banking products

Financial Accounting & Reporting Specialist Resume Examples & Samples

Own the preparation and production of several complex disclosures in UBS's financial statements in interim and annual reports in accordance with IFRS and other relevant requirements
Actively work together closely with other finance teams globally in order to ensure full front-to-back process and content integrity of the Financial Statements
Drive the IFRS equity to Basel III capital accounting processes, disclosures and reconciliations
Contribute to implementing the revisions to Swiss GAAP
Drive the implementation of IFRS9 Financial Instruments: impairment / hedge accounting, classification and measurement including technical review and

Financial Reporting Specialist Resume Examples & Samples

Degree graduate majoring in Accounting/Finance
Good understanding of accounting standards & policies (ensure regulatory & compliance requirements are met)
Meticulous in work
Proficient with MS Excel/Access database would be an advantage
Teamplayer and client oriented
Good analytical and conceptual skills and ability to understand complex procedures and processes
Good understanding of IB/WM/Global AM products and business
Willing to take on contract role

Reporting Specialist / Project Manager Resume Examples & Samples

Ensure completeness and correctness of data in the Data Mart and define and implement enhancements
Define, prepare and present reports and data analysis for Program Management, Senior Management and other stakeholders
Manage and coordinate data selection for client mailings
Support stakeholders in the definition of their data and report requirements
Actively interact and coordinate activities with markets, Operations, Legal, Compliance, Group Tax, IT and other stakeholders
Independently drive and manage sub-projects e.g. related to Client Identification, tools & processes, data & document management

Financial Reporting Specialist Resume Examples & Samples

Accounting designation (preferably CGA or CPA,CMA)
Strong PC skills, particularly Excel and Access
3 to 5 years' solid working experience in finance and accounting within a bank (preferably with in Wealth Management)

Financial Reporting Specialist Resume Examples & Samples

Possess strong accounting knowledge & analytical skills
Possess good understanding of accounting standards & policies
Be able to articulate & highlight issues and be persistent in following up and resolving them
Be proficient in MS Office (Excel & PowerPoint) and SAP General Ledger / Business Warehouse
Open to contract role

HR Reporting Specialist Resume Examples & Samples

Delivering scheduled reports on a regular basis, as well as, ad-hoc reports
Identifying where opportunities for report consolidation, standardization and simplification exist and working with requestors to promote and drive the use of standardized and scheduled reports in place of customization
Identifying where requests require escalation to the Analyst team
Responding to requests reassigned from the Analyst team
Supporting system testing activities as requested (e.g. for reporting systems, CPi)
Delivering HR Reporting services according to agreed SLAs, quality controls and local legislation

Financial Reporting Specialist, Luxembourg Resume Examples & Samples

Data collection from databases, data monitoring, plausibility controls and data submission to Group MIS systems
Answering ad-hoc requests from internal stakeholders
Participation in projects to ensure and improve consistent and accurate MIS reporting
System related technical enhancements (release changes) in coordination with local IT and central functions

Financial Reporting Specialist Resume Examples & Samples

Exceptional analytical skills and good business judgment
Strong interpersonal skills coupled with the willingness to collaborate & challenge business partners and Finance colleagues
Ability to successfully influence, present and communicate (oral and written)
Solid understanding of business issues and related risks
Ability to provide business insights beyond the strict financial data
Clear, structured and action oriented thinking
Ability to focus on daily operational requirements and understand long-term implications
Excellent attention to detail and willingness to understand issues and operations at the detailed level

Financial Reporting Specialist Resume Examples & Samples

Providing coverage of existing business critical reporting tasks
Reporting of data relating to client service consumption
Supporting the team to perform ad hoc analysis as well as data gathering/data cleansing projects
Automation of existing reports to ensure maximum efficiencies
Self-starter with the ability to work well within an intellectually challenging team environment
Related work experience will be considered in the selection process but is not mandatory
Business Objects highly skills desirable; Access & Power Point an advantage
A keen interest in thorough analysis to get to intellectually honest and commercial business results
Solid work ethic and desire to learn and succeed
Graduated with degree level education
Technical competency in Excel essential
Understanding of Accountancy fundamentals
Excellent time management and organisational skills in both managing own workload and integrating fully in cooperative team environment
Strong communication skills and confidence in presenting ideas and analysis to senior management

Financial Reporting Specialist Resume Examples & Samples

FA / University Degree (ideally in Finance/Accounting)
3 years experience in a relevant accounting or audit function (financial services industry experience is a plus)
Solid accounting know how (IFRS) and acquaintance with consolidation and reporting processes/techniques

Financial Accounting & Reporting Specialist Resume Examples & Samples

GAPBC is responsible for the preparation and analysis of underlying information in the UBS' Financial Statements, ensuring compliance with IFRS and other relevant requirements and aiming to achieve best in class financial reporting
It is also responsible for the preparation of Group and Parent Bank regulatory filings, including those related to capital adequacy and liquidity and funding, to our primary regulators FINMA and SNB and the establishment of internal accounting control documentation for senior management
As part of its external financial and regulatory scope of responsibilities, the team coordinates the production of UBS's quarterly and annual reports, acting as the main information channel between the firm and its many and varied stakeholders as well as performs analytical reviews at Group and Parent Bank level to ensure that disclosed financial information is materially correct
By ensuring that UBS's quarterly and annual reporting products as well as regulatory filings are accurate and of the highest quality, the team plays a vital role in protecting the firm's financial reputation, ensuring compliance with international reporting and regulatory requirements thereby enhancing the firm's standing with its stakeholders and within the financial industry as a whole
GAPBC is also responsible for the global UBS financial close process
It is also responsible for the implementation of significant accounting changes, capital adequacy and Swiss GAAP policy setting and Parent Bank / Swiss regional controlling including financial and management reporting
Own the design and preparation of certain disclosures in UBS's interim and annual reports and regulatory filings in accordance with multi-GAAP (IFRS, Swiss GAAP and Basel III Capital Adequacy) requirements
Work closely with other finance teams globally in order to ensure a robust front-to-back process and content integrity of the Financial Statements
Drive topical disclosures on a quarterly and annual basis related to significant events, transactions or new ad-hoc disclosure requirements
Establish, develop and maintain sound controls and governance procedures around financial disclosures and regulatory filings
Pro-actively develop and maintain internal reporting products that serve as control documentation with regards to external disclosures and regulatory filings
Prepare presentations for UBS's senior Finance bodies (such as the Audit Committee, the Disclosure Committee, the Group Accounting and Controlling Governance Committee)
Driving and managing changes to processes as well as coordinating the implementation of new requirements / content in UBS's quarterly and annual reports and regulatory filings
Interact with offshore personnel located in India with regards to the production of external reports and regulatory filings
Qualified Accountant or equivalent
Min. 3 years of experience in a in corporate environment (Big 4 experience is an advantage)
Very good knowledge of MS Excel and, ideally, SAP BW
Very good communication skills and ability to work in teams

Business Analysis & Reporting Specialist Resume Examples & Samples

The DOI Compliance/Ops Staff will work alongside the existing team members of the DOI Team to
Assist in generating Reports and Systems for aggregation of global positions in North American listed securities in accordance with the DOI regulations of individual jurisdictions
Disseminate reporting and monitor intraday transactions
Assist team members in maintaining logs for fillings and tracking of exceptions
Assist team in maintaining/resolving Reference Data discrepancies
Support daily Process Management (ensure day to day execution/review of normal Trigger events)
Support daily Exception Process Management (Review, Identify, Analyze, Route, and ensure Resolution of exceptions)
Support daily Alert Management (Ensure Tech / Ops Alerts are managed to completion)
Support daily Tech Check (Ensure Daily handoff of Tech feeds / No items on the Dashboard)
1 year/s of experience in a previous MIS function
1 years of experience in the Legal, Compliance, Risk or Operations areas within the Financial Services industry
Comfortable user of Microsoft Office ( i.e MS Excel; Words)
Strong and positive personality
Good at data organization and maintenances
Willing to tackle rote-based tasks when required and work to high standards of accuracy and efficiency
Able to work both independently and as part of a team
Due to tight reporting deadlines, candidates must be prepared to sometimes work outside normal business hours or on public holidays to meet reporting obligations

Business Analysis & Reporting Specialist Tenant Lease Analyst Resume Examples & Samples

Undergraduate degree in Accounting, Real Estate, Finance or equivalent experience preferred
Minimum 2 years of commercial real estate or property management experience preferred
Minimum 1 year of commercial lease analysis or lease audit experience preferred
Collection experience preferred
Efficient, proactive, and responsive team player
Intermediate skills in Microsoft Excel, Word, PowerPoint and Outlook required
Accountable for actions and behavior (and inaction as applicable)
Proven ability to act in an entrepreneurial environment while managing daily demands through time management and organizational habits
Ability to establish and maintain strong client relationships
Ability to identify, participate in projects to improve, and implement improvements to close process gaps

HR Process Management & Reporting Specialist Resume Examples & Samples

Working with Zurich Business Support team and HRBP to deliver-specific processes, creating documentation and training of HR Business Partners in the respective processes
Promotion & MDEC
Surveys
RIF
Report and monitor Division / BA specific HR KPIs and support definition of measures
Co-ordinate various CS wide initiatives/reports (e.g. MD Movers, IPB Voluntary Leavers, HRA Lists)

Financial Reporting Specialist Resume Examples & Samples

Preparing the required regulatory report to all regulators (OJK, Indonesia central Bank, tax office, etc) inclusive the required supporting documents
Assisting Head of Finance and liaise with external / internal auditor in relation to the audited financial statement / tax audit / regulatory audit
Preparing /reviewing daily journal entries, reconciliations and internal management report / analysis and liaise with the respective BUC/regional team
Preparing /reviewing payment voucher, supporting documents /paylink instruction in relation to Finance ops function
5 years of finance & accounting experience in securities company or in audit firms covering financial companies
Good knowledge of accounting principles and Indonesian Tax rules
Excellent analytical and reporting skills
Ability to work under pressure and adherence to strict timeline
Ability to prioritize workload on a daily basis

Financial Reporting Specialist Resume Examples & Samples

As a Financial Reporting Specialist you will act as a subject matter expert for any financial accounting and reporting related processes / requirements and act as a center of expertise within the Regional Controlling department and towards the Product Controllers of the Swiss IB businesses
You will develop and perform output/disclosure focused reviews on the basis of our main reporting standards IFRS and Swiss GAAP
You will focus on the analysis and understanding of the Investment Banking business, as well as the presentation and explanation of the respective business results towards Senior Management
The Financial Reporting Specialist needs to be aware of all material transactions and events, and needs to understand their business background and accounting impact This includes the involvement in all new business initiatives and complex trade approvals as well as change of existing business processes, and the sign-off on those from an accounting /regulatory reporting point of view
The role includes the lead or involvement in projects with the aim to identify and implement process and reporting changes / improvements, thereby delivering either by usage of "Run-the-bank" resources, or by liaising with specific "Change-the-bank" teams
The role requires very strong analytical skills, the ability to quickly understand process flows and link these with the accounting / reporting requirements of an Investment Bank
Monthly closing of the books on a timely basis Review and signoffs of balance sheets as well as profit and loss statements
Deal with high complexity of the business and with variety of accounting issues
Comment and explain the financial statement including disclosure at entity level towards senior management
Build a strong network across all relevant stakeholders within UBS, in particular within the Investment Bank Switzerland
University degree in accounting, banking or finance
Banking and in particular Investment Banking knowledge is desired
Previous exposure to Financial Accounting is a plus
Proactive, self-motivated and flexible personality with ability to complete multiple tasks under tight deadlines
Ability to make professional risk assessments and judgments
Sensibility to all areas of finance in a big international bank in particular IFRS but also including Basel III, liquidity & funding and other regulatory requirements
High level of conceptual and critical thinking
Front to back understanding of Finance and high degree of sensibility on disclosure impacts
Ability to appropriately communicate towards senior management
Sound understanding of Investment Bank Balance sheet and products
Proficiency in MS Excel, and ideally, SAP Business Warehouse and Business Objects
Very good written and spoken English. German knowledge is an advantage but not a requirement

Financial Reporting Specialist Resume Examples & Samples

Production and delivery of the quarterly, semi-annual and annual FINREP returns
Liaising with multiple departments (including Financial Control, Treasury, Risk Department) to resolve issues
Ensuring a strong controls environment is adhere to and that procedures and policies related to the information provided are in place and adequately applied
Ad hoc project work on the statutory accounts preparation or other statutory reporting queries
Higher degree in Finance/ Accounting
3-4 years of experience in financial reporting/ auditing
IFRS experience is an advantage
Financial products and FINREP knowledge is an advantage
Qualified Accountant (ACA, ACCA, CIMA or equivalent) is an advantage
Ability to interpret & implement regulatory and statutory guidelines

Gbds Business Analyst & Reporting Specialist Resume Examples & Samples

At least 5 + years in the financial industry’s corporate service or IT area. Experience in the field of print & mail distribution and business administration and some desktop support are a plus
Strong communication and relationship building skills: partnering with internal clients, coordination with outsourced vendors, and good communication within the team
Flexibility to multitask projects, being a team player, and attention to details are must have quality
Self-starter that can use initiative and strategic thinker and can work independently with minimal supervision
Bilingual in Cantonese/ English
Bachelor's Degree or above

Risk Reporting Specialist Resume Examples & Samples

Production and further development of the Cockpit Report for Risk Control Large Swiss Corporates & CTF
Production and further development of the Corporate Dashboard Report
Involvement in the production and further development of the reporting of traded products
Analysis and reporting related to the Top Client Initiative
Involvement in the implementation of strategic projects (White, GRDA)
University degree in accounting, banking or finance
Knowledge of the credit business
High level of commitment and strong customer focus
Very good Excel, Access and SQL skills
Good analytical skills combined with good team-playing and interpersonal skills
Fluency in German and good English language skills both in oral and written form
SAS and Visual Basic knowledge would be a plus

Payroll Reporting Specialist Senior Associate Resume Examples & Samples

Serve as a liaison for assigned areas, regions, countries and/or globally. Help with data integrity, testing of system changes, and report writing. Help analyze data flows to improve processes
Design and support ad hoc and standard reports and surveys for clients, as requested
Implement and support the payroll system (including Business Intelligence). Upload files on the system as changes occur. Manage troubleshooting for databases and mailbox support, covering numerous applications in the HR Shared Services Center (HRSSC)
Monitor systems for problems, and correct as needed. recommend ways to continuously improve the systems
Influence payroll design and system development, by presenting possible options, taking into account country sensitivities and global awareness
Provide report training to users. Maintain all system testing and training documentation
Design workflow and procedures. document requirements and use case documentation for systems design
Monitor and report on assigned projects, and provide back-up to the intake and triaging support
Recommend system/report modifications, to reduce user problems and enhance user metrics
Adhere to production support standards and service level agreements, and maintain strict confidentiality at all times
Strong use of technology, including Microsoft Word, Excel, Access and PowerPoint
ADP ev5 or peoplesoft experience
ADPR and / psquery report writing experience
Ability to build virtual relationships and participate in highly complex projects across multiple countries and cultures, with limited opportunities for travel and relationship-building
Confident at working as part of a team
Good customer service skills
Competent at analyzing and resolving problems
A minimum of 2-4 years of related experience, preferably with HRMS systems

Financial Reporting Specialist Resume Examples & Samples

Produce management reports on time and in the required quality
Handling of ad-hoc tasks within the reporting team
Support the ongoing outsourcing/off-shoring initiative
University degree in Business / Economics or equivalent
Working experience as a Controller of at least 3 years, preferably in the financial services industry
Proficient user of MS Office (Excel, Powerpoint)

Business Analysis & Reporting Specialist Resume Examples & Samples

Review, investigate and respond to regulatory inquiries
Provide recommendations to management on available courses of action with respect to customer complaints
Identify sales practices concerns and refer matters to the firm's Risk, Examination and/or Surveillance Groups for possible corrective and/or disciplinary action
2+ years of Compliance/Securities Industry experience
Knowledge of concepts, products, practices and compliance techniques for the financial services industry
Ability to understand complex legal and regulatory issues, FINRA rules and regulations
Understanding of reporting requirements of various regulatory agencies
Working knowledge of Microsoft Excel; Word and PowerPoint
Srtong oral and written communication skills
Able to work independently and in a team environment

Management Reporting Specialist Officer Resume Examples & Samples

Support in the preparation of the MIS Reporting pack to Global AM Executive Committee
Support in the development and distribution of the weekly sales report
Coordination of communication of HR and Compliance requirements to business functions and review of implemented protocols
Support in the preparation of monthly Reporting package to the Global AM Front-to-Back Committee

Human Resources Reporting Specialist Resume Examples & Samples

Ensuring accurate and timely processing of all service requests received into the Service Centre driven by agreed Service Standards
Produce daily, weekly, monthly management reports for CSC management, HRSS Regional and Global Operations Managers to the standards defined by HRSS regionally and globally
Produce customer reporting on weekly and monthly basis
Respond to ad hoc requests for management information
Support and test the database used for producing the metrics
Maintain and update process flows and procedures
Design, test, run and support PeopleSoft queries in response to ad-hoc requests
Produce metrics for distribution to regional and global management teams
Query resolution and liaison with IT support teams as required
Liaison with counterparts in other Reporting teams on documenting processes and sharing best practises
Good knowledge of operations management, process management and CPI techniques
Good understanding of project lifecycle and business analysis
Experience with PeopleSoft Query reporting
Other operational experience within an administrative environment, meeting deadlines and achieving service excellence
Experience of producing MIS and Reports, manipulating data and data analysis
Working knowledge of Peoplesoft (8.3+) and MS Access. Alternatively working knowledge of a relational customer information database
Excellent communication skills in both written and verbal

Risk Control & Reporting Specialist Limited Until end of December Resume Examples & Samples

Responsible for run-the-bank data services and reporting production activities (data sourcing, data aggregation, including the production of reporting dimensions, report production) on an end-user applications platform (Oracle data base, SAS, SQL, MS Access and MS Excel). These reports are part of the divisional credit risk governance and standard reporting to Risk Committees, the senior management and the divisional contributions into the Group risk report
At the same time support for the adaption of the tactical end-user applications based infrastructure to the requirements given with respect to the implementation of a new Swiss entity and the transformation of the respective infrastructure onto the new strategic platform by freeing up other team capacity
Support of other strategic projects (e.g. Group Risk Data Architecture aiming for improving the data and reporting infrastructure)
Timely production of the requested products (analysis, dimensions, reports) in the expected quality (correct, complete, accurate, reproducable
Project related tasks

Corp-business Analysis & Reporting Specialist Resume Examples & Samples

Coordinate production aspects of events (Concept Development and Planning)
Hire catering, audio and video and process the payment
Coordinate the event logistics and with reception, facilities and security
Budget Management
Vendor Management (bidding and contract negotiations)
On-site Event Management
Scheduling of conferences/meeting rooms (15 in two buildings) and reception staff
Monthly payment processing of receptionists invoices
On boarding process for consultants (waiters and receptionists)
Monthly purchases (food and beverage)
Manage supplies and suppliers for silverware and pantry appliances. Track inventory
Check and approve all delivery receipts and monthly invoices for Coffee/fruit/flowers for offices. Invoice processing and contract management
Local Travel Agency Liaison – Problem Resolution
Ground Transportation (Black cars/Taxis). Request approvals from LOBs and process invoice
Corporate Card Vendor Contact
Registration Management and Reporting
Corporate Card – Users’ cards: Add, Change and Delete: 150 Amex cards
Corporate Card – BTAs: Authorizations and management
Receptionists supervision
Management of Messengers activities
Business Management degree
Advanced English
A minimum of 5 year experience

Risk Reporting Specialist, Risk Intelligence Resume Examples & Samples

Undergraduate degree in Economics/Accounting/Business/Finance/Math/Statistics or other related fields
Risk management work experience in a financial institution and/or post graduate degree/professional designation (eg. CMA, CGA, or CFA), or working towards such degree/designation is an asset
Strong analytical background with broad knowledge of banking
Strong computer background and familiarity with datamining tools (e.g, SAS, MS, SQL, Focus or equivalent data manipulation software)
Experience in systems and process re-design projects
Ability to manage multiple tasks and meet timelines
Strong organisational, decision making, & analytical skills
Results and action oriented

Tax Reporting Specialist Resume Examples & Samples

Reconciling tax withholding for NRA & Puerto Rico clients
Reviewing Forms W8-BEN & WS-IMY for completeness and accuracy
Completing Rule 302 mailings and make the necessary tax withholding reimbursements
Monitor reporting and withholding exception reports and make account adjustments when applicable
Respond to branch office inquiries and requests in a timely manner

Financial Reporting Specialist & Management Support Resume Examples & Samples

Outsourcing; provide governance oversight to the full end-to-end transition and go live of the outsourcing activities
Own the Basel III Target Operating Model governance framework
Provide analytical review support to the Head of GARCS on the externally disclosed text and tables in the published UBS Group external financial reports
Ensure that GARCS's control framework and operational risk environment are robust and well monitored by acting as the functional operational risk manager
Work actively and closely with the operational risk teams
Actively support the planning and forecasting process for the GARCS function and ensure cost transparency and controlling
Provide management support to various ad-hoc business management activities including hiring and people topics, intranet content oversight with the support of the team assistants, internal GARCS key run-the-bank topics

Controlling & Reporting Specialist Resume Examples & Samples

Controlling
Manage controlling for the Product Management Switzerland area
Aligning with stakeholders on various levels (incl. sub-department managers and controlling function representatives)
Conduct FTE and cost controlling
Monitor and analyze monthly financial results against budget
Manage the preparation of financial outlooks and financial forecast
Manage accruals process for the department
Assist controlling team in their daily operational and administrative work
Handle ad-hoc requests and other tasks defined by manager
Reporting
Prepare management reports covering our product management area
Collect data from internal and external sources
Assess data, derive first findings and propose actions
Manage the process to collect input from involved stakeholders
Other Product Management Reporting and Administrative work
A university degree and relevant working experience of at least 3 years
Advanced knowledge of MS Excel and MS Office (e.g. Outlook, PowerPoint, Word)
English or German language skills to business standard (with one of the languages at a fluent level)
Ability to work in an international environment and cooperate with colleagues located abroad
Capacity to quickly adapt and grasp the tasks assigned
Exceptional communication skills and ability to interact with different levels of hierarchy
Ability to organize own work, work on parallel tasks and multiple priorities, flexibility for ad hoc tasks
Being proactive, supporting the application of new approaches and identifying opportunities within own area of responsibility
Striving for best practices, efficiently providing high quality and timely delivery of assigned tasks
Excellent verbal and written communication skills (in foreign language), ability to gain clarity around process and documents and clearly explaining even complicated technical topics
Client oriented approach
Excellent team working skills (collaboration with teams based in Switzerland and locally)
Openness for continuous improvement (open to feedback, able to give constructive and respectful feedback)
Taking the lead for assigned tasks
Presenting (results) to senior managers
Challenging the status quo and improving existing solutions
Professional behavior

Management Reporting Specialist Resume Examples & Samples

Able to produce and run current reporting according to their schedules (Daily,weekly,mthly)
Asses the internal clients’ needs in terms of acquiring numerical data and recommend innovative solutions with added value, allowing information optimization and revitalization
Create various reports enabling the monitoring of the company’s different performance indicators, such as financial indicators, sales management, store employees’ performance, etc
Must ensure Accuracy and Efficiency while answering clients demands in a timely fashion and implement test for validation
Take part in the collective projects of multiple departments, mainly for Finance and Sales
Support and develop Reports/Tools that Financial Analyst can use in their monthly process to balance their reporting more efficiently
University or college diploma in Finance, General Administration or any other related field
2 to 3 years in Finance or in an administrative role encompassing the handling of numerical data and the creation of statistical tables
Good knowledge of the Microsoft Suite and functional knowledge of Outlook and Internet
Superior knowledge of Excel and VBA (Macro)
Advanced calculation skills / solid foundation in Math
Detail-oriented and strong analytical skills
Good capacity to identify problems
Professional attitude and customer service driven
Bilingual: English and French

Mortgage Reporting Specialist Resume Examples & Samples

Five to eight years of experience in operations/technology project management activities
Thorough knowledge of policies, plans, procedures, products and regulatory requirements of mortgage servicing
Advanced understanding of project management and testing methodology and procedures
Ability to develop, review and test technical reports
Strong analytical and forecasting skills
Excellent computer skills, especially Microsoft Office applications, SQL, MSP, PM and Business Objects

HR Reporting Specialist Resume Examples & Samples

Extracting data from various reporting environments and producing regular reports in agreed format
Performing quality checks on data and documents
Creating and publishing ad hoc analysis
Analyzing and presenting data in MS Excel and MS PowerPoint
Participating in efficiency activities
Communicating with business partners to agree on requirements

Risk Administration & Reporting Specialist Resume Examples & Samples

Coordinating selected operational risk processes and activities
Collecting data from internal sources to provide regular and ad-hoc analysis / reports
Developing and improving various remediation processes to decrease potential risks across the bank and sharpen internal controls' environment
Providing operational risk managers with advisory services

Financial Accounting & Reporting Specialist Resume Examples & Samples

It offers a qualified accounting expert to work in a challenging, dynamic and international environment
The person will be a subject matter expert responsible for a portfolio of financial reporting topics and associated external disclosures including the implementation of changes associated with new requirements
The role also includes performing substantial analytical reviews and establishing corresponding documentation
Analysis of the Group's Income Statement for internal as well as external reporting in a multi-GAAP environment (IFRS, Swiss GAAP and Basel III Capital Adequacy)
Prepare reconciliations between the various GAAPs. Own the preparation of certain disclosures in UBS's interim and annual reports in accordance with multi-GAAP requirements
Define and maintain SAP Business Explorer reports
Respond to ad-hoc requests from senior management and other stakeholders
Engage in projects related to new disclosure requirements (e.g.,IFRS 9, Swiss GAAP revision)
Work closely with other finance teams such as regional control, accounting control and divisional CFO teams globally
Pro-actively develop and maintain internal reporting products that serve as control documentation with regards to external disclosures Interact with and supervise offshore personnel located in India
University degree and/or a recognized accounting qualification or equivalent
Min. 3 years of experience in a in corporate environment
Big 4 experience is an advantage but not a requirement
Very good written and spoken English, German knowledge is an
Good communication skills and ability to work in teams
Work experience in an accounting function in the financial services industry would be an advantage
Proactive and flexible personality with the ability to prioritize own workload on a daily basis and complete multiple tasks under tight deadlines

IT Application Reporting Specialist Resume Examples & Samples

Updating the central ASCA tracker, which involves refreshing base data on a periodic and ongoing basis from various sources
Using the central tracker to produce metrics and reports to show application portfolio status and progress through identification and addressing of issue
Supporting Release Management decisions based on data collected in the tracker
Continuous process improvement and potential automation of some aspects of the technical process

Financial Accounting & Reporting Specialist Resume Examples & Samples

Prepare reconciliations between the various GAAPs
Own the preparation of certain disclosures in UBS's interim and annual reports in accordance with multi-GAAP requirements
Very good written and spoken English, German knowledge is an advantage

Financial Reporting Specialist Resume Examples & Samples

Monitor actual financial results, with comments and analysis comparing the budget and forecast. Build budget and forecast plans liaising with regional offices and top management
Run monthly closures on consolidated level for the store P&L and Royalties, prepare reports and comments for top management and the shareholder
Interact with worldwide offices and company departments, assembling all the required datas creating analyses and reports
Support financial activities by structuring, preparing and presenting reports and analyses for shareholder, top management and company departments
Implement the process flow, creating new reports and suggesting new financial process

Data Reporting Specialist Resume Examples & Samples

75% - Support the department in establishing and maintain quality, reliable delivery of solutions to the customer with appropriate information, planning, process and execution across the department. Support USS planning projects such as data restriction events and sales force reporting
10% - Coordination with Global Commercial Operations departments to implement field communications
15% - Serve on multi-disciplinary teams to integrate USS best practices

CIB Ops-business Analysis & Reporting Specialist Resume Examples & Samples

MIS or equivalent degree or equivalent work experience
Presentation skills with experience delivering to management
Expert on Excel
Proficiency in business objectives
Ability to lead on own initiative in a dynamic environment
Financial aptitude including understanding of monthly financial reports

Cib-business Analysis & Reporting Specialist Resume Examples & Samples

Global Electronic Cash Operations (GECO), which includes the USD Wire and ACH products
Client Service & Solution Center
Office of Foreign Assets Control (OFAC)
Prepaid Cards
Support the financial and budget processes, including
Undergraduate (4 yr) College degree required; Business, Finance or related field recommended
Minimum of two years of relevant work experience
Proven strong analytical skills and writing skills
Advanced Microsoft Excel skills (pivot tables, macros, look-up functions, etc.)
Strong Proficiency with other Microsoft applications (Power Point, Access, Visio, Word)
Experience working with and managing SharePoint sites
Knowledge of Business Objects, Essbase, SAP is a plus
Ability to organize complex data, analyze financial data in a fast-paced environment
Experience/understanding of Business Process/Modeling concepts
Demonstrates attention to detail to ensure high degree quality of work
Able to interact with all levels of management
Proven ability to multi-task, manage a heavy workload, and perform with a sense of urgency
Self-motivated and driven to achieve targets and deliverables

Ml Electronic Default & Credit Reporting Specialist Resume Examples & Samples

Utilize the Credit Bureau reporting system to provide credit dispute responses in a timely manner according to guidelines established by FCRA and governed by the Federal Trade Commission (FTC)
Submit corrections to credit bureaus, within established guidelines, using the Credit Bureau reporting system
Use reasoning and problem solving skills to answer credit disputes in compliance with FCRA
Identify and correct inaccurate information found in clients' credit reports
Ensure verbal and written communication with clients and credit bureaus is timely, clear and accurate
Retrieve and read reports from Equifax, Experian and TransUnion
Report accurate loan status information for delinquent loans to Freddie Mac, Fannie Mae, U.S Department of Agriculture (USDA), U.S. Department of Housing and Urban Development (HUD), all private investors and private mortgage insurers
Ensure reporting updates comply with new guidelines established by investors/insurers
Update Mortgage Servicing Platform (MSP) with credit reporting and default reporting activities
One year of collections, credit reporting or default reporting experience or equivalent education and/or training
Demonstrated proficiency in basic computer applications such as Microsoft office software products
Knowledge of basic collections concepts

Financial Reporting Specialist Resume Examples & Samples

This position assists in the planning, supervising, and filing of all SEC - related filings (1933 and 1934 Act filings) including the company's Annual Report, quarterly Earnings Releases on Form 8-K, quarterly reporting on Form 10-Q, and annual reporting on Form 10-K, in a manner consistent with generally accepted accounting practices (GAAP), as well as in compliance with SEC rules and regulations
This position is key to proper implementation and understanding of necessary accounting systems / software to accurately capture the required information mandated by the SEC and other required internal and external reports
Additional responsibilities of this position include certain month-end, quarter-end, and year-end duties associated with finalizing the general ledger for applicable reporting ; general ledger account reviews; debt covenant compliance reporting; stock option transactional activity and related compensation; quarterly company earnings release support; intangible assets accounting ; and deferred compensation accounting
This position is also responsible for assisting in the researching, analyzing, and implementing new accounting principles and reporting requirements into all related SEC filings, annual report, and footnotes
This position also prepares complex financial analyses regarding various issues within the Company and support Finance/Accounting requirements for Key Strategic projects within the Company
Knowledge of SEC Rules and Regulations S-X and S-K
Knowledge of reporting requirements for the quarterly Form 10-Q and the annual Form 10-K
Accounting supervisory position, ideally with "Big 4" experience, that has had exposure to a broad range of issues, retail accounting experience a plus

HR Senior Reporting Specialist Resume Examples & Samples

Prepare various reports and analyses
Deliver a high quality, professional and proactive day to day service to client within agreed SLA’s
Provide reports for operating business
Execute standard analyses and provide them for stakeholders
Quality check of reports and analyses
Support in implementing new standard analysis

E-commerce & Franchise Reporting Specialist Lead Market Resume Examples & Samples

Update and check reports for the eCommerce and Franchise Operational Business LAM Reporting package
Ensure accuracy and timeliness of reported data from countries for Actual, Forecast and Budget
Consolidate and format presentations for business updates and other meetings
Ensure efficient communication with all key interfaces, as well as other business partners
Ensure all standard reports are up to date and working correctly
Validate and check correctness of Budget / Forecast / Actual data
Dedicated to increasing and sharing know how and capabilities. Committed to continuous improvement
Strong communication and Interpersonal skills
2-3 years of experience in Finance related own retail area of a multinational company

Financial Reporting Specialist Alm G Resume Examples & Samples

Investment portfolio analysis for business partners and presentations of statutory results for various Senior Management packages
Coordination with control partners and external auditors during review processes
3+ years relevant work experience; experience in financial services a plus
Supervisory experience or demonstrated leadership abilities a plus
Proficient with Microsoft Office applications (Excel, PowerPoint)
Experience with Clarity/ Cognos Financial Statement Reporting a plus
Flexibility to work overtime as required during peak reporting cycles

Business Analyst & Reporting Specialist Resume Examples & Samples

Reconciliation Services
Currency Transaction Reporting
Tax Reporting and Withholding Services
CTO Customer Experience
Evaluate and analyze data from multiple sources in a fast-paced environment
Consistently lead by example
Have amazing communication and personal skills
Be focused on the customer and the organization’s business goals and profitability
Ability to tactfully ask probing questions to draw out necessary details
Talent for conveying key facts to an uninformed reader
Proficiency to address any audience with apt articulation and self-confidence
Quick and accurate keyboarding/typing ability
Ability to prioritize responsibilities and perform well in a high volume, time sensitive environment
Identifying urgent matters requiring immediate action and properly escalating them
Analyzing information to identify and illustrate potential trends, service level risks, regulatory risks, or customer dissatisfaction
Ability to effectively build working relationships with your co-workers, peers, and other LOBs

Management Reporting Specialist Resume Examples & Samples

Support in the preparation of the MIS Reporting pack to Global AM Executive Committee
Support in the development and distribution of the weekly sales report and cost management reports
Coordination of communication of HR and Compliance requirements to business functions and review of implemented protocols
Support in the preparation of monthly Reporting package to the Global Asset Management front to back Committee

Compliance & Operational Risk Reporting Specialist Resume Examples & Samples

Compile, write and edit C&ORC global risk reports, on a regular as well as on an ad hoc basis within specified deadlines and in a high-quality manner
Collaborate with all C&ORC functions to aggregate risk information, provide support, and set global risk reporting standards and data requirements
Support the implementation of a consistent, coordinated and transparent reporting framework across all C&ORC functions
Provide quality assurance and challenge risk information to ensure clear and transparent communication
Produce C&ORC inputs into external UBS disclosures such as the UBS Quarterly and Annual Report
Drive continuous enhancements to the reporting processes and support the development of underlying data aggregation systems by specifying change requirements

Risk Reporting Specialist Resume Examples & Samples

Create and update Management & Governance risk reports (standard and ad-hoc) for the attention of Senior Management, Risk Committees, Risk Officers and Monitoring units
Create ad-hoc evaluations and analyses on a wide range of loan and asset types
Data sourcing with SQL and/or SAS-Coding
Support for relevant regulatory and strategic projects
Work experience in Risk Managment, Risk Reporting and Risk Analysis, ideally in the financial industry
Good knowledge in Credit Risk and Capital Market instruments
Strong ability to quickly understand new concepts
Excellent analytical skills combined with good team-playing and interpersonal skills
Very good English skills
SQL/SAS coding experience
Technical understanding of MS Access
Very good MVP knowledge (UBS Internal system)

Analysis & Reporting Specialist Hmda Team Resume Examples & Samples

Conducting training as needed for other teams
Participating in firm wide HMDA Team activities
Track and ensure completion of all HMDA data fix requests
Assist with updating Policies and Procedures
Pull reports from Chase systems and interpret data
Cross train with other teams
Work with compliance and internal audit teams
Strong PC skills in Microsoft Office, emphasis on Excel
Preferably some knowledge/experience with CeLT
Working knowledge of HMDA and Reg B requirements

Financial Reporting Specialist Ann F Resume Examples & Samples

Bachelors degree in Accounting or Finance, CPA a plus
Strong analytical and research skills
Ability to meet deadlines, prioritize assignments and manage multiple projects

Senior Participant Tax Reporting Specialist Resume Examples & Samples

Perform daily tax remittances of pension and payroll tax withholdings from participant and employee distributions to all applicable federal and state government tax agencies
Review and approve journal entries, as well as approve and release remittance payments to the tax agencies
Review and provide initial approval of write-offs on receivable account
Prepare complex federal (IRS Forms 941, 945, along with NRA (Form 1042)) monthly, quarterly, and annual tax remittance returns for government tax agencies and reconcile all tax withholding between the general ledger accounts and the tax reporting system
Coordinate and implement banking changes mandated by regulatory agencies and respond to employee and tax agency inquiries pertaining to W-2’s, tax remittances, and remittance returns
Deposit federal and state refund checks and prepare the general ledger upload sheets to the related cash and other ledger accounts
Assist in the maintenance, review and creation of standard operating procedures and policies
Provide guidance, training and supervision to Participant Tax Reporting Specialists
Perform quality and data flow integrity testing
Act as Subject Matter Expert (SME) on departmental projects
Work additional hours as needed especially during peak business periods
6+ years of accounting and reconciliation experience required
Pension and/or payroll tax withholding and processing experience (remittance and returns) preferred
Tax experience preferred. Should include exposure to individual income and payroll tax, as well as general accounting principles as they apply to the financial services industry
Ability to demonstrate an exceptional standard of quality: including timeliness, accuracy, attention to detail, organizational and self-review skills, thoughtful analysis, problem-solving skills, and accountability for excellent results
Strong analytical skills and general understanding of process controls preferred
PeopleSoft General Ledger and/or Empower software knowledge is a plus
Intermediate knowledge of spreadsheet applications (MS Excel) preferred
Flexibility to work additional hours as needed, especially during peak business periods

E Commerce & Franchise Reporting Specialist Lead Market Resume Examples & Samples

Support the D2C Controller with standard and ad-hoc reports and analysis to meet Group and LAM eCommerce and Franchise Operational Business Reporting requirements
Consolidate monthly comments for eCommerce and Franchise Operational Business LAM and D2C Controller
Show initiative to creatively approach new subjects, pro-actively drive & analyze related business processes
IT Skills: Outlook, Word and adirace basic; Excel/PPT, BI expert
Language Skills: Spanish fluent and English fluent
Analytic/interpersonal skills, ability to present subjects in a clear manner, being curious to understand "the whole story"
Detail-minded with strong analytical and technical ability
Team player, self-motivated & performance oriented
Able to deliver quality work under time pressure
Good follow-through skills to consistently obtain results
University degree and/or post-graduate degree with specialization in Controlling

Cib Business Analyst & Reporting Specialist Team Leader Mumbai Resume Examples & Samples

Meticulous attention to detail
Uses initiative and readily questions
Proficient use of PC software for document and worksheet preparation

Gem Business Risk Reporting Specialist Resume Examples & Samples

Production and distribution of standard Risk Reports in GEM
First point of contact for questions related to risk reporting, escalation of issues and evaluation of desks and front staff
Coach and train front staff on risk reporting processes and tools, gather user feedback and help to further develop and strengthen risk report and risk reporting processes
Collaborate with other business areas on the joint development of future reporting solutions and represent WM GEM in relevant working groups
Perform ad-hoc risk reviews either self-guided or on request of the Desk Head or by Business Risk
Organize and conduct in-desk trainings for new reporting tools and processes
Collaborate within PRS organization to exchange best practice and to coordinate process improvements
Bachelor degree (university or university of applied sciences), preferably in IT, Finance or Economics
Fluent in German and English, French would be an asset
Excellent general IT skills, in particular in Excel. Programming skills: a plus
Knowledge of UBS internal tools (e.g. CAWB) is an strong advantage
Flexible, dynamic, open-minded, rigorous and extroverted personality
Strong analytical skills and high attention to details and good conceptual skills to come up with solutions
Winning personality and ability to establish strong partnership with team-members and other stake holders
Ability to work under stress, in a team as well as independently
Willing to learn and take initiatives

Recruitment Operations Financial & Reporting Specialist Resume Examples & Samples

Responsible for the development and management of existing and future reporting capabilities, utilizing both SAP and TalentLink as primary tools
In partnership with primary stakeholders within Recruitment, Finance, and HR, act as primary analyst in the administration of budgets and finance management
Track real time headcount, as well as plan for future headcount within Recruitment globally
Assist Finance Team with any future enhancements/roll-outs; become SME for the Recruitment and Trainee Management budgets and related tools
Support Talent Sourcing Team with reporting, and finance operational expertise
Project Manage various initiatives as required
Partner with stakeholders to Identify and assess functional processes and governance to drive data quality and integrity
Business and Financial Insight - considers the business and financial implications to make sound decisions
Collaboration – effectively leverages members of relevant teams across RBC to achieve objectives quickly. Gains the position of trusted advisor with colleagues for area of expertise
Maintains RBC’s Competitive Advantage – recognizes opportunities to leverage competitive ideas and practices by suggesting and introducing changes that generate value for the Recruitment and Trainee Management function

HR Reporting Specialist Resume Examples & Samples

Delivering scheduled reports on a regular basis, as defined by the agreed reporting calendar/inventory
Delivering ad-hoc reports / queries, working with the Analyst and Reporting Development teams, as required
Identifying where opportunities for report consolidation, standardization and simplification exist and working with requesters to promote and drive the use of standardized and scheduled reports in place of customization
Identifying escalations
Responding to queries reassigned from the Analyst team
Providing support in ongoing operational process improvement, including identifying where synergies exist and opportunities for consolidation, standardization, process excellence or other improvements

Financial Reporting Specialist Resume Examples & Samples

Active involvement in the planning and coordination of UBS's external reporting process, prioritization and management of the team's deliverables and support to the team lead in the face-off to senior stakeholders at UBS and to external supervisory bodies,
Hands-on support in the design and implementation of disclosures complying with financial reporting and regulatory requirements as well as to a refreshed annual reporting concept
Thorough review of draft disclosures submitted for inclusion in UBS's external quarterly and annual reports to ensure compliance with UBS's disclosure and presentation and
Mediation / resolution of potentially conflicting stakeholder interests and priorities
University degree with proven experience in dealing with various reporting requirements and operating in a financial services environment. Ideally, the candidate will have working experience at a bank, in an Accounting Policy or Financial Reporting capacity, understands IFRS and Swiss GAAP (Swiss Federal banking law) regulations or has gained similar experience through working for an audit company. A recognized accounting qualification is an advantage
Excellent process coordination, planning, organization and communication skills, both oral and written. Must have ability to express opinions clearly, firmly and credibly, but also sympathetically when required
Excellent analytical skills and project management experience
Strong control and governance mentality
Effective team player, with professional and positive attitude
Strong organizational skills including multi-tasking, prioritization and ability to maintain equilibrium under pressure
Sensitivity to UBS's multi-cultural organization and sufficient adaptability to work effectively with people across multiple locations
Preferably, proficient and fluent language skills in both German and English

Cib Business Analysis & Reporting Specialist Sydney Financial Reporting Resume Examples & Samples

Balance Sheets
P&L accounts
Cash Flow Statements
Notes to financial statements
Portfolio Statements
Prepare Mutual Fund's quarterly, semi-annual and annual reports to shareholders and file the same with the regulator SEC (Securities Exchange Commission)
Review Item 1 and assist on filing financials with the SEC
Generate reports for auditors and partner location assisting financial statements preparations and filing
Undertake any other, ad hoc, financial reporting responsibilities assigned
Prepare audit packs for daily/weekly/monthly sign-offs
Work on internal management reports prepared by the team
BSA or equivalent experience (Finance / Accounts specialization)
Zero or up to 1 year of experience in the mutual fund industry
Attention to details
Computer literacy

Financial Reporting Specialist Resume Examples & Samples

Assist with the monthly and quarterly preparation of USGAAP financial statements for Life Planner Operations and production of our quarterly results review package for the profit center
Assist with external financial disclosures, including preparation of required supplemental GAAP disclosures such as cash flow statements etc. for the Life Planner profit center
Support the preparation of various Corporate SEC filings including coordinating the financial and key performance indicators disclosed in the management discussions and analysis (MD&A) and providing various financial disclosures for 10Q and 10K SEC filings
Analysis and resolution of technical accounting and reporting issues as they arise pertaining to country operations
Assist with various ad-hoc initiatives for Senior Management, as necessary
Minimum 3 years accounting/financial reporting experience
Understanding of Life Insurance GAAP and statutory accounting a plus
Strong technical, analytical, organizational and problem solving skills
Ability to manage multiple responsibilities under tight time frames
Highly motivated, team player that is detail oriented
Proficient in Word, Excel and PowerPoint

Business Analysis & Reporting Specialist Resume Examples & Samples

Strong MS Excel and PowerPoint skills and working knowledge of MS Access are required
Demonstrated experience in business analysis, data analysis, and implementation of system solutions proven success in business requirements gathering and documentation is critical
Experience with Prudential HR systems: PeopleSoft and Cognos are preferred
The incumbent should be a highly motivated and action oriented individual with strong creative problem-solving, analytical and communication skills written, oral & listening
Demonstrated ability to effectively juggle multiple priorities and to prioritize the day-to-day responsibilities and project related tasks
Demonstrated ability to take direction from and provide support to multiple clients simultaneously
The ability to manage work in a high-volume, fast paced environment with flexibility and the ability to prioritize multiple demands
Desire to learn and grow

Financial Reporting Specialist Resume Examples & Samples

Certified Public Accountant (CPA) designation
3-5 years of industry experience with preparation of GAAP/SEC financial statements and footnote disclosures
Advanced working knowledge of GAAP and reporting requirements, accounting procedures, SEC regulations and disclosures, including strong research and implementation skills of GAAP and SEC compliance
Experience with maintaining Sarbanes-Oxley documentation
Strong skills in spreadsheet and report development using Excel and Word
Experience with a large financial application with hands on general ledger system experience

International Tax Reporting Specialist Resume Examples & Samples

Airline Pilot/Copilot/Flight Engineer
General
Marketing

Production Reporting Specialist Resume Examples & Samples

Translates business requirements into high-level processing logic to create data-rich templates (EMC Document Sciences xPresso plug-in for Adobe InDesign)
Interfaces with various departments to produce reports and ensure that reports delivered to clients are completed in a timely, accurate and suitable fashion.Also acts as the primary point of contact with print vendor during production of reports
Tracks and completes all related new reporting projects, working closely with various business departments to develop templates according to the business needs
Performs full-cycle testing of new or enhanced templates
Identifies, recommends and implements improvements to current area of responsibility
Assists with the maintenance of template and process documents and serves as a resource for CRM/Institutional Services in regards to information housed in the Data Mart
Bachelor’s degree preferred in graphic design, web design or other related discipline
Experience in a similar role responsible for reporting preferred
Investment Management experience preferred
Must have strong organizational skills with the ability to prioritize tasks and manage multiple initiatives
Must have strong verbal and written communication skills
Must be proficient in Microsoft Word, Excel, PowerPoint and Outlook with the ability to learn new software programs quickly
Design and page layout experience using Adobe InDesign is required
Experience using XML and/or HTML, Adobe PhotoShop or Adobe Illustrator is preferred
Experience using EMC Document Sciences’ xPression preferred

Tax Reporting Specialist Resume Examples & Samples

Read and interpret regulatory requirements as they pertain to IRS tax reporting
Process allocation adjustments for intermediary accounts
Print and mail manually processed tax forms
Reconcile tax withholding for NRA, Puerto Rico, and US domestic clients
Review forms W8-BEN and W8-IMY for completeness and accuracy
Complete rule 302 mailings and make the necessary tax withholding reimbursements
Draft business requirement documentation for enhancements to systems and reports
Daily review and processing of Taxable Exchanges for 1099 Reporting
Respond to Financial Advisor inquiries and perform adjustments to reportable transactions on a timely basis
Perform quality assurance testing including the periodic review of
Forms 1099, 480, and 1042s
Global adjustments in January for 1099 and 1042 Reporting (OID, Income Reallocation, REMIC, etc.)
Processing tax season exception reports for accurate reporting
IRS Form 1099 & 1042 reporting experience, Puerto Rico for 480 reporting experience a plus
Software experience (e.g. MS Excel, Word, and Access,)
Self-motivated, well organized, strong attention to detail
Strong communication, interpersonal and analytic skills
Project management and quality control testing experience a plus
Willing to work mandatory overtime and weekends/holidays during the tax season (late December through the end of March)

Senior Risk Reporting Specialist Resume Examples & Samples

Create and update Standard & Governance risk reports for the attention of Senior Management, Risk Committees, Risk Officers, Monitoring units and Regulators
Close collaboration with Investment Risk Control, Risk methodology, Risk officers, Project teams and Risk IT and act as Subject Matter Expert
Data sourcing and preparation with SQL-, SAS-, VBA-Coding

Financial Reporting Specialist Resume Examples & Samples

Production of senior management reports on time and in the required quality
Working experience in Finance of at least 2 years, preferably in the financial services industry
Proficient user of MS Office (Excel, PowerPoint)
Excellent command of English both written and spoken

Business Analyst & Reporting Specialist Resume Examples & Samples

Minimum 5 years demonstrated experience leveraging analytics and data mining to deliver tangible business improvements
Demonstrated experience with statistical and data mining technical tools (e.g., SAS MF or PC based, SPSS, STATA, SQL, Business Objects, Brio) for purposes of conducting analysis to drive business decisions
Banking experience preferred
Technical knowledge and/or experience using various statistical, forecasting, and predictive modeling methods a plus
Excellent verbal and written communication skills - ability to summarize findings into concise high level points geared towards the audience and visually depict key data and findings
Strong attention to detail and accuracy - proven ability to produce quality results timely

Risk Control Reporting Specialist Resume Examples & Samples

Providing support for standard and ad-hoc reporting
Coordinating the flow of correspondence to/from Risk Managers, Risk Controllers, Finance and Human Resources
Providing support to Group Risk stakeholders in terms of problem solving and application support

Financial Reporting Specialist Resume Examples & Samples

Preparation and/or review of GAAP financial statements and related financial statement supporting schedules/footnotes
Preparation of GAAP and STAT account reconciliations for PASS sign-off process
Assist in the compilation and review of schedules/footnotes for Statutory submissions
Support the ongoing effort to improve and enhance the financial reporting processes and control environment
Assist in other internal and external deliverables, adhoc requests, and special projects as needed
Assist in special projects such as automation, Life and Annuity product and fund changes, and new regulatory requirements, etc
Responsible for maintenance of Knowledgebase procedures
Working knowledge of the Oracle Financial applications including voucher preparation, brief process, reporting, etc
Supervisory background
3-5 years progressive work experience

Tax Reporting Specialist Resume Examples & Samples

Managing staff and time sensitive deliverables
Overseeing/Facilitating daily withholding and tax compliance
Handling escalations and communications with institutional business units
Interfacing with various desk, i.e. Documentation Unit, Corp Actions
Year-end forms production and quality assurance for complex products
Creating business requirement documents, conducting testing of the changes and ensuring zero

Market Data Reporting Specialist Resume Examples & Samples

Creating and receiving application inventory entitlement reports, applying client confidentiality controls, sending revised entitlement reports to the market data inventory management systems
Managing market data client netting policies
Reporting client market data inventory to client billing teams
Experience of working in an Investment Banking environment (min 1 year)
Experience of working within Market Data Services (min 1 year), in particular knowledge of market data inventory management tools such as MDM (Market Data Manager) and Application Inventory tools (example UBS-CAD)
Good understanding and experience of working with MS Excel
Ability to meet contractually obligated deadlines
Ability to work independently, when necessary, and collaboratively as part of a global team
Ability to adapt and enhance a process in response to evolving needs

Participant Tax Reporting Specialist Resume Examples & Samples

Perform daily tax remittances of pension and payroll tax withholdings from participant and employee distributions to required government tax agencies
Prepare monthly, quarterly, and annual tax remittance returns for all government tax agencies and reconcile all tax withholding between the general ledger accounts and the tax reporting system
Coordinate and implement banking changes mandated by regulatory agencies and respond to employee and tax agency inquiries pertaining to 1099-Rs, W-2’s, tax remittances, and remittance returns
Reconcile payment system feeds with the tax withholding and reporting system
Monitor and reconcile discrepancies as they relate to the tax unit’s liability, receivable and expense accounts
Instruct for deposit federal and state refund checks, and prepare the general ledger upload sheets to the related cash and other ledger accounts
Execute business and regulatory compliance responsibilities in meeting core functions, including the analysis and documentation of changing pension and payroll remittance, return and reporting regulations for federal, state and local agencies
May participate on departmental projects as needed
Bachelor's degree in Accounting, Finance, Business Administration or the equivalent experience is required
2-3 years of accounting and reconciliation experience preferred
Pension or payroll tax withholding and remittance processing experience preferred
Tax experience preferred. Should include exposure to individual income and payroll tax, and general accounting principles as they apply to the financial services industry
Ability to demonstrate an exceptional standard of quality: this involves timeliness, accuracy, attention to detail, organization and self-review skills, thoughtful analysis and problem-solving, and accountability for excellent results
Strong analytical skills and general understanding of process controls required
PeopleSoft General Ledger is a plus
Flexibility to work additional hours as needed especially during peak business periods

AM Client Reporting Specialist Resume Examples & Samples

Act as the escalation point for client issues relating to client reporting functions, which involves working with the Client Service/Fiduciary teams to resolve questions, investigate issues, and develop a satisfactory response to the client's concerns
Prepare and distribute Red Herring and CMO materials via electronic and physical mail delivery
Prepare various statement rendering status reports to distribute to management and front office colleagues
Perform Special Handling of clients statements based on client preference
Perform regular control reviews to ensure compliance with auditing, risk and regulatory requirements and standards
Participate in project initiatives including: establish business requirements, performing UAT and implementing changes within the team
Represent the Statements space as SME on any projects with impact to Statements and client mailings
Work with Technology and Operations partners to understand functionality of OMNI (GWM accounting system), and appropriate postings for securities; understand how this translates to the statement and client reporting
Strong analytical and problem solving skills
Excellent team player
Escalate issues or concerns to management team
Strong client focus
Detail oriented
Highly motivated with ability to work independently and in a team environment
Excellent verbal and written communication skills
Ability to develop & maintain relationships with business partners
Commitment to quality and control
Ability to think creatively and recommend/implement process improvements
Strong organizational skills to successfully manage multiple tasks at one time
Strong background in use of computer systems (PC and Mainframe)
Knowledge of Private Bank products/services
Extensive Excel and Access knowledge (Pivot tables, V-Look up, VBA, etc)
Operations background / experience

Operations Reporting Specialist Resume Examples & Samples

Independently verifies accuracy of report information to maintain data integrity
Develops knowledge base to keep current on existing and emerging issues; applies this knowledge to assist managers in developing measurements of success
Identifies data collection and storage requirements for data management and work with appropriate departments to successfully implement those requirements. (i.e., via Data warehouse)
Accurately creates, maintains and distributes all assigned reporting
BachelorÆs Degree in Finance, Business or related field or equivalent experience, or database management certification
Highly proficient in Microsoft Access and Excel. Demonstrate ability to learn and understand systems such as Mobius, CACS, Crystal Reports, Business Objects and mainframe systems of record
Excellent communication, organization and follow-up skills
Excellent people/relationship building skills

Financial Reporting Specialist Resume Examples & Samples

Production of the UBS Switzerland AG risk report on behalf of the legal entity CRO for the attention of Senior Management, Risk Committees and Regulators
Coordination with and support of the data suppliers / content providers with regard to their submission and/or the report production process in the Collaborative Authoring Tool (CAT)
Setup of timelines and instructions for data suppliers / content providers in accordance with the guidelines given by the report owner and other stakeholders (e.g. Group Risk Control)
Ensure quality and consistency of the content as well as standard formatting (aligned to the Group Risk Report) of the report across the different sections
Ensure sign-off is given from data suppliers / content providers as well as by the report owner for the final report
Introduction of control framework
Maintenance of open item list

Insurance Management Reporting Specialist Resume Examples & Samples

Prepare financial management and sales information reports supporting both the operations of the agencies and departments and interface with other corporate departments
Design enhancement to management reports to identify statistical trends in data
Coordinate consolidation of sales and financial data from all agencies and departments. Direct acquired agencies, not yet on Sagitta, in providing appropriate sales and financial data consistent with what is available on Sagitta
Be the Primary resource for specialized Reportbuilder programming and training
Maintain Reportbuilder files and directory
Manage the distribution of reports to all areas in a timely fashion
Perform other duties as assigned
Four or more years of experience in insurance and/or data processing
Personal Computer skills - WINDOWS, Excel, and Graphics
General knowledge of insurance transactions
Ability to prioritize work and meet deadlines

Finance Reporting Specialist Resume Examples & Samples

Run data reports and do initial reviews as well as prepare review material for Management
Prepare and maintain dashboards and provide data analysis
Provision of all operational and financial accounting and reporting activity across multiple-locations
Support Standard Closing activities, including posting support and review
Provide standardized reporting across multiple-locations to support Business Partnering activity
Review, challenge, analyze reports you established and data received. Raise main deviations and follow up on them
Deliver a managed service that meets the Swiss requirements and is compliant with Local Regulatory Requirements
Documenting tasks in clear manner in Standard Operating Procedures
Contribute to a robust internal control environment, including assessing and communicating operating effectiveness to allow Onshore assurance
Process improvement by recommending ways to improve financial reporting procedures and internal management information provision
Interaction with stakeholders located globally
Timely, accurate and complete delivery of production tasks
Modifying standard operating procedures as new issues and initiatives arise
Ad hoc requests and analysis – on demand – but challenge where this does not make sense

Reporting Specialist Resume Examples & Samples

Provide ad-hoc and and regular reports to clients and internal stakeholders
Support operations team with performance metrics
Work close with the client to meet the targets and reach the client satisfaction
Prioritize the importance of different tasks
Solve issues with relevant team involvement
Manage dependancies
Attention to detail and accuracy in every aspect of the role
Flexibility to undertake any non-routine requests
Strong communication skills
Team player
Ability to work pro-actively
High level of initiative thinking
Open for new challenges and look for win-win situations
Have a good technical back ground or at least willingness to learn new tools / features
Reliable Microsoft Excel knowledge
Bachelor's Degree
Basic knowledge in Apply Procurement Processes & Tools
English: Fluent

Retail Reporting Specialist Resume Examples & Samples

Update and check reports for the ROC LAM Reporting package
Ensure accuracy and timeliness of reported data from countries for Actual, Forecast and Budget
Consolidate and format presentations for business updates and other meetings
Consolidate monthly comments for ROC LAM Head of Retail and Own Retail Controller
Ensure all standard reports are up to date and working correctly
Show initiative to creatively approach new subjects, pro-actively drive & analyze related business processes
Detail-minded with strong analytical and technical ability
Team player, self-motivated & performance oriented
Strong communication and Interpersonal skills
University degree and/or post-graduate degree with specialization in Controlling
3-5 years of experience in Finance related own retail area of a multinational company

Retail Reporting Specialist Resume Examples & Samples

Develop VM guidelines. Make Regional adaptions to Global VM guidelines by exception in line with local needs and with prior agreements from the Director VM, Sr. Manager Vm, Manager VM
Cascade VM guidelines and information to the market VM teams through Feedbacks, Trainings, conference calls and meetings
Keep up-to-date Global VM guidelines and ensure that all relevant vm tools are being in use across the Market. Work with the market VM managers LAM to provide locally applicable tools and tactical solutions to support execution of VM
Build and develop VM buying tools and lead a strong collaboration between regional and market teams of VM and Merchandisers
Ensure all points of sale comply with Global standards and guidelines and provide a flawless shopping experience for all customers
Support for all key new point of sales openings or modernizations as required to ensure flawless execution from day 1
Support Retail Merchandising to ensure best efficiency in sales versus space
Develop and send monthly VM reports, best practices and VM newsletters to market VM managers
Act as a business contact for suppliers (external VMs)
Develop campaign visual merchandising guidelines on SIS
Execution of specifically briefed projects. Support special projects – ishop shape
Language skills: English advanced, Spanish excellent
IT Skills: Word, Excel and Power Point advanced, Outlook Intermediate
Degree in business administration or related area
2-3 years of experience in visual merchandising, Retail and project co-ordination

Financial Reporting Specialist Resume Examples & Samples

Close the monthly general ledgers of the subsidiaries. The close process includes preparing and posting journals to the general ledger, investment income and expenses accruals, Oracle voucher preparation and processing
Preparation of monthly financial statements of the assigned subsidiaries including compilation of various corporate reporting templates for both GAAP and Statutory reporting
Prepare general ledger reconciliations and roll forwards for various balance sheet and income statement accounts
Prepare reconciliations of Statutory to GAAP financial results
Prepare bank reconciliations for the cash accounts as well as maintain cash log, process wire transfers, monitor cash activity and cash balances
Prepare monthly, quarterly, and annual tax accruals in accordance with FAS 109 principals
Compile/prepare monthly and quarterly work papers for management review
Prepare external financial and other reports for various regulatory and other requirements. And, ensure the applicable subsidiaries are in compliance with all regulations and covenants
Prepare multi-year plans and quarterly re-projections of the subsidiary financial results
Prepare analysis and commentary of the actual and forecasted financial results for management
Compile/prepare financial information for various quarterly and ad-hoc requests
Perform accounting research and perform special projects
Prepare annual audited GAAP financial statements
Supervisory responsibilities for an FLDP associate
Bachelors Degree in Accounting and 3-4 years of accounting experience required
Understanding of GAAP accounting, Tax accounting, financial reporting
Proficiency in Excel, Word and Microsoft Office
Good analytical and organizational skills
Good inter-personal skills and a team player
Knowledge of Oracle general ledger a plus
CPA/MBA designation a plus

Senior Financial Reporting Specialist Resume Examples & Samples

Support maintenance of quarterly fair value reporting systems/tools- updating templates, providing management guidelines with reporting systems
Produce or support production of quarterly valuation attribution reports and other reports for senior management
Coordinate with reporting and operations teams to obtain, analyze, and report on asset valuation and reporting related matters
Other ad-hoc projects
3+ year of relevant experience in Financial Services or Big 4 Accounting firm
Knowledge of GAAP and STAT requirements, experience with fair value or investment reporting desired
Basic understanding of financial products and capital markets preferred

Financial Reporting Specialist Resume Examples & Samples

Reporting, analysis and internal controls over monthly cashflows
Assist in preparation of various ad-hoc requests received from Senior Management, key business partners, or other corporate areas
Bachelors degree in Accounting or Finance
Minimum of 1-3 years experience
Experience with Oracle general ledger system a plus

Financial Reporting Specialist Resume Examples & Samples

Timely and competent response to user inquiries
Analysis of MI data
Implementation report changes according to the requirements of our CFO partners
Preparation of ad-hoc reports
Working experience in Finance, preferably in the financial services industry
Proficient user of MS Office (Excel, Access, PowerPoint)
Excellent command of German and English both written and spoken (French or Italian are a plus)
Experience in using MI tools such as Business Objects, Hyperion Esssbase, Cognos

Senior HR Metrics & Reporting Specialist Resume Examples & Samples

Bachelor's Degree in Business Administration, Human Resources Management, Information Systems, Statistics, Finance, Applied Mathematics or related field
Microsoft Access and Excel proficient
6+ years of Data Analysis, Business Intelligence, Analytics, Compensation and/or Reporting experience
Professional certifications such as: Human Resource Information Professional (HRIP), Strategic Workforce Planner (SWP), PHR/SPHR
Human Resources metrics and data knowledge
Oracle OBIEE experience
Cognos, data visualization tools

Financial Reporting Specialist Resume Examples & Samples

Detailed review of data included in financial reports
Manage workflow of financial reporting analysts
Supervise staff
Respond to questions and requests
Implement new reporting requirements and coordinate the annual review
Licensed Certified Public Accountant or CPA candidate
Minimum of two years' experience in public accounting or two years accounting experience in a banking/financial services environment
Advanced experience using Word and Excel; including pivot tables, graphs, charts
Minimum of two years of financial reporting, financial accounting or financial analysis experience
SEC, Financial Reporting, GAAP, and Expert Excel experience

HR Data & Reporting Specialist Resume Examples & Samples

2-3 years' experience of HR data management ideally in a large organisation
Strong knowledge of PeopleSoft Query, PeopleSoft HR data model & PeopleSoft HR System
General knowledge of information systems development and implementations, as well as knowledge of business processes and applications
Proficiency in Microsoft Office with excellent Excel skills and other MS Office components
Comprehensive knowledge of HR policies and procedures

HR Reporting Specialist Resume Examples & Samples

Ensuring accurate and timely processing of all service requests received into the Service Centre driven by agreed Service Standards; apply all relevant HCRA delivery standards
Produce customer scheduled reporting on daily, weekly and monthly basis
Respond to ad hoc requests on human capital data using standard reports and tools, design and run PeopleSoft queries
Input to the continuous process improvement process and reengineering efforts, automate and simply processes
Liaison with key customers, HR partners and Service Delivery Managers
Producing dashboards and storyboards
Continuous support of team activities from knowledgebase or technical side
Participate and contribute to regional and global projects
Building and maintaining relationship with cross regional partners. Ensuring a strong liaison with other HCRA service lines and teams
Good understanding of business analysis
Knowledge of HR processes and working within the parameters of set policies and procedures in a large multinational firm
Experience working in either a shared service/administrative function within HR
Working knowledge of Peoplesoft (8.3+) Alternatively working knowledge of a relational customer information database
Advanced MS Excel (Macro’s, pivot tables, advanced formulas and charts), MS Access and Power Point
The ability to work effectively in the English language
Good relationship building skills
Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and type of experience

Financial Analytics & Reporting Specialist Resume Examples & Samples

Functions as the liaison between the business lines. Operations and the technical areas throughout the project cycle
Act as team leader for large or complex projects
Possesses strong knowledge of the business line, including the business plan, products, process and revenue streams
Partners with the technical areas in the research and resolution of system and process problems
Identifies, researches and analyzes production problems, develops solutions and resolves problems
Identifies system enhancements, documents business needs and determines development impact to current system processing. Works with programmers and users to ensure accuracy of enhancements
Reviews operational procedures and methods and recommends changes for improvement, with an emphasis on automation and efficiency
Plays a key role in the planning, testing and implementation of system enhancements and conversions. Ensures system enhancements follow the appropriate IT guidelines, meet or exceed user requirements and are completed in a timely fashion. May perform project leader role for projects
Provides input into the creation of detailed project plans, work assignments, target dates and other aspects of assigned projects
Provides guidance and context in prioritizing and determining complexity of problems and requests
Identifies, researches and analyzes production problems, develops solutions, and resolves problems
Works with programming resources (in house and third party) to ensure development work is completed to specification
Provides the means by which the lines of business may exploit income and cost saving opportunities
May perform some aspects of Project Management including but not limited to Approval gathering, Readiness assessments, and other artifacts and controls
Other duties as required
Undergraduate degree or equivalent, with 6+ years of experience
PM Methodology and SDLC/Testing QA Experience
Highly skilled in communication and presentation

Financial Reporting Specialist Resume Examples & Samples

Manage the relationship between the CFO business partnering teams and our offshore operations center in Noida
Experience in using MI tools such as Business Objects, Hyperion Essbase, Cognos
Excellent command of English and German both written and spoken

100

Financial Reporting Specialist Resume Examples & Samples

Develop and manage processes to produce financial reports and analyses to fulfill requirements of US Federal and International regulators
Develop data capture and processing mechanisms for reports to Federal and International regulators
Coordinate with all International operating units to obtain detailed back-up data to support reported data, per Federal requirements
Prepare recurring reports including International Association of Insurance Supervisors (IAIS) Annual Data Collection, IAIS Annual Common Regulatory Framework Field Test, the Federal Qualitative Impact Study (QIS), and the monthly US Treasury International Capital (TIC-B) Report
Provide data for the annual Resolution Plan and the annual Recovery Plan
B.A. or B.S. degree in accounting or finance is required
At least 3 to 5 years experience with US GAAP general ledger and external financial reporting
Experience with Oracle general ledger and Prudentials financial reporting a system is a plus
Knowledge of life insurance products and investments supporting insurance products is preferred
Experience in regulatory reporting is preferred
Strong analytical, strategic thinking and problem solving skills
Successful experience with process building and process re-engineering
Excellent interpersonal, relationship-building, and leadership skills
Experience in the management of large projects
Experience in collaborating with diverse cross-functional, cross-business, and regional / country teams
Ability to manage multiple responsibilities and competing priorities in a fast-paced, changing, and challenging environment
Strong personal computer skills, including Excel, Word and PowerPoint

101

Business Analysis & Reporting Specialist Resume Examples & Samples

Strong oral and written communication skills (English & Chinese) to deal with internal client’s requests, questions and issues
Excellent planning and organization skills with the ability to work on multiple assignments and complete them within established deadlines
Sound Computer knowledge, such as internet, database skills and Microsoft Suite (Excel, Word, Access, PowerPoint)
Able to co-ordinate with external vendors on the verification of background checks on all potential & existing hires and able to liaise with internal clients, such as Human Resources or other business representatives in obtaining information, and resolving discrepancies found from these background checks
Ability to thrive in a collaborative, team environment and be a self motivator
Strong interpersonal skills and professional etiquette
Ability to quickly prioritize in an ever-changing environment & detailed oriented

102

Business Analysis & Reporting Specialist Resume Examples & Samples

Computer proficient
Corporate Security or HR Onboarding experience
Thorough knowledge of Microsoft Office, Lotus Notes and Excel
Willing to work overtime hours
Work under deadlines, properly handling matters that are highly confidential

103

Finance Reporting Specialist Resume Examples & Samples

Supporting the preparation of certain disclosures in UBS's financial statements in interim and annual reports in accordance with IFRS and other relevant requirements
Preparing and coordinating internal accounting control reporting products that serve as control documentation with regards to external disclosures
Performing analytical reviews on internal and external reporting products
Substantiate and document evidence for internal and external report commentaries
Participating in the delivery of ad-hoc and standard data delivery to internal stakeholders
Contributing to the completion of the comprehensive UBS wide disclosure checklist process to ensure that the Financial Statements in its entirety are meeting relevant IFRS, SEC and FINMA disclosure requirements
Coordinating the submission of tables & graphs (T&G) into the external reporting process: maintain the SharePoint platform for overall T&G collection, review format of submitted T&G, provide them as input for report drafts prepared and submit them for layout
Supporting the implementation and maintenance of a last mile reporting tool, which will replace the existing SharePoint solution and link relevant source files directly into external reports
Coordinating the production of tabular disclosures for which more than one function needs to provide input to

104

Risk Reporting Specialist Resume Examples & Samples

Preparing, analyzing and distributing operational risk reports
Guiding senior managers on reporting tools usage
Improving reporting tools by collecting the feedback and cooperation with IT on implementation and in testing
Improving processes

105

HR Performance Reporting Specialist Resume Examples & Samples

Producing in a timely manner regular regional and global reports for internal clients and HR Service Delivery management teams
Preparing and delivering content for management meetings
Contributing to strategic projects, management presentations and business reviews
Identifying opportunities to increase effectiveness by using different delivery methods
Establishing and maintaining effective relationships with clients
Liaising with other management support functions globally within HR to foster one HR approach

106

Senior Financial Reporting Specialist Resume Examples & Samples

Preparation and/or review of quarterly and annual SEC forms (Form 10Q/10K, Form NSAR, Form 24F-2 and XBRL)
Preparation/review of monthly and quarterly vouchers
Support all financial reporting audits, including SOX and MAR work, partnering with PWC, Internal Audit and Risk Management
Develop and support internal control standards to ensure compliance with Enterprise Accounting Policies and Procedures
Development and oversight of at least one staff
Bachelor's degree with a major in Accounting
Knowledge of GAAP and Statutory accounting and reporting
Separate Account and SEC reporting knowledge a plus
Strong analytical, organizational, and problem solving skills with a close attention to detail
Ability to work both independently and as part of a team
Working knowledge of the Oracle Financial applications including journal entry preparation, brief process, reporting, etc
Strong PC skills including Excel and Word
Overtime will be required during peak reporting periods and in the case of special projects/deliverables

107

Senior Human Resources Metrics & Reporting Specialist Resume Examples & Samples

Microsoft Access and Excel experience required
Leadership experience
Human Resources Metrics and Data knowledge
Experience working with SAP (SAP- HR R/3 version 4.6)
Working knowledge of. Oracle OBIEE experience

108

Operational Risk Reporting Specialist Resume Examples & Samples

Producing reports on operational risk issues and controls from SORT tool
Producing dashboards from various data sources
Producing reports and analysis of inventory data
Conducting data quality and completeness reviews
Maintaining the standard operating procedures for the team

109

Management Reporting Specialist Resume Examples & Samples

Production of high quality Trading Fees reports – presented to the Business Units by Controllers
Liaising with colleagues, global counterparts and stakeholders throughout month end close and monthly reporting cycle
Working collaboratively with global counterparts, design, develop and implement reporting requirements
Responding to ad-hoc reporting requirements
Assist development of management reports
Ensure consistency in approach and design across all regions, fee types and products
Be a champion/expert-user of systems and processes
Bachelor degree in Finance/Accounting or related fields
3-5 years of experience in accounting and financial reporting
Strong knowledge and understanding of accounting and financial concepts
Outstanding attention to details and follow-ups
Interest in banking and the financial markets
Excellent spoken and written English
Strong communication skills - written and oral, ability to communicate effectively across all levels
Demonstrated ability to: prioritize competing responsibilities, work under pressure, meet challenging deadlines and capability to build and maintain effective business relationships
Strong analytical and technical skills, proficient in use of MS Office especially Excel
Pro-active attitude

110

Participant Tax Reporting Specialist Resume Examples & Samples

Bachelor's degree in Accounting/ Taxation or Finance
2-3 years of tax and/or accounting experience within the financial services industry
Understanding of general process controls

111

Compliance & Operational Risk Reporting Specialist Resume Examples & Samples

Perform information gathering activities such as surveying, analyzing and evaluating processes and services, by using a variety of internal and/or external data
Conduct quantitative data analysis
Compile, write and edit C&ORC reports, on a regular as well as on an ad hoc basis, within specified deadlines and in a high-quality manner
Perform quality controls on relevant reports
Document processes and requirements
Perform supporting project management tasks
Respond to ad hoc questions and queries, provide management support, and act as an advocate of the C&ORC function

112

Financial Analyst / Reporting Specialist Resume Examples & Samples

Supporting the monthly financial forecasting process and annual budgeting process
Supporting the standard monthly closing process
Providing performance reports pertaining to, but not limited to, business statistics, operating expenses, inventory and capital expenditures
Assisting in Sarbanes-Oxley testing and documentation reviews as required
Performing business and financial analysis and other tasks as required
Extracting data from a mainframe system and converting it into reports used in management decision making

113

Tax Reporting Specialist, Luxembourg Resume Examples & Samples

Providing clear and concise reports and ad hoc submissions to internal and external stakeholders within specific deadlines and appropriate quality
Closely work with internal and external partners and clients to actively provide support and solutions for their reports needed
Performing quality controls on relevant reports and ensure clear and transparent communication of key messages and underlying risks
Compiling and distributing various reports, on a standardized as well as on an ad hoc basis, within specific deadlines
Accuracy of reports and data, reconciliation of data, manual changes and input (4-eyes principle)
Analysis and preparation of relevant reports and various fillings
Maintance and reconciliations of relevant client, product and transaction data
Setting up of new reports and report recipients
A first experience in the field of tax reporting (Easy Tax) would be an asset
Good knowledge of EasyTax would be an asset
Client service oriented and committed
Flexibility and ability to work under pressure within given deadlines
Good English skills, German considered as an asset

114

Tax Reporting Specialist Resume Examples & Samples

Data and information gathering for tax reporting purposes
Responsibility for SOX compliance throughout the process
Act as a key point of contact internally in relation to tax reporting issues as well as responding to external queries
Review and management of tax reporting processes and systems

115

Data Analytics & Reporting Specialist Resume Examples & Samples

Developing data analytics and reporting for IT Portfolio Management
Building a data quality dashboard for IT Portfolio Management
Developing and delivering process metrics dashboards for the Design Review process
Developing automated reporting solutions in Excel/VBA and later in Tableau
Focusing on metrics for the Design Review process to ensure that strategic IT programs are designed with the highest quality
Delivering automated reports presenting these metrics and improve them in cooperation with the Design Review process coordinator

116

Financial Reporting Specialist Resume Examples & Samples

3 - 5 years of financial reporting and analysis experience
Knowledge of GAAP and Statutory accounting principles
Ability to manage multiple responsibilities under challenging time frames
Investment and/or Insurance experience a plus

117

Communications & Reporting Specialist Resume Examples & Samples

Develop the communication (adhering to specific nuances by LOB) in collaboration with the subject matter expert to create clear, concise messages for sales forces (and sometimes clients)
Perform all necessary activities to launch the communication in the different vehicles by LOB (e.g., , translation, compliance/legal approval, liaising with the different communication leads in each LOB, , getting the communication/webcast posted, etc)
Update intranet portal with latest material generated by this group and respond to any sales force enquiries that are submitted through the online portal
Lead timely communication to salesforce with each LOB for NaviPlan platform updates, disruptions, and enhancements
Develop the communication, with input from subject matter experts, and collaborate with Corporate Communications to launch communication internally
Manage any employee enquiries received through this e-alert via the Wealth Planning Inbox
Act as the Corporate Communications lead contact in our group
As required (e.g., for Wealth Institute reports) work with subject matter expert to develop client-facing materials the sales force can use to introduce the materials
For projects where employee communications is also required (e.g., TCYR employee events), work with Corporate Communications to draft communication and launch in the relevant communication vehicles (e.g., BMO Harris Central, , Group newsletters, etc)
3 – 5 years relevant experience with a proven track record in achieving results
Strong understanding of the different investment sales forces within PCG/P&C including their value proposition, key client segments served, and the preferred “voice” that is used to communicate to the different sales forces
Knowledge of PCG/P&C existing communication vehicles & existing relationships with key communications/marketing contacts in each line of business would be a strong asset
Degree in marketing, communications or related field
Ability to understand and work through the organizational structure and flow of work across the organization
Team player – proactive, supportive, and works in a collaborative manner
Well organized and very detail-oriented
Strong independent worker
Proficiency in Outlook, Microsoft Word, Excel and PowerPoint
English required but French language skills a definite asset
Someone who enjoys a variety of work responsibilities is flexible and thrives in a fast-paced environmentAbility to manage in unstructured situations with innovative and creative thinking and able to multi-task and thrive in a rapidly changing environment
A self-starter who has the ability to work as an effective team player and/or independently, in a highly motivated and well organized manner
Fast learner, able to work in a dynamic environment with changing priorities

118

Financial Reporting Specialist Resume Examples & Samples

Produce all weekly, monthly, quarterly and annual Prudential Returns and respond to BOJ-related queries
Prepare Cash Reserve Reports
Prepare all assigned reports for Central bank Audits
Assist with the preparation of reports for external audit
Maintain COSMOS database as required
Prepare Annual reports for Jamaica Deposit Insurance Corporation
Prepare reports for the FSC, PIOJ, STATIN
Maintain and control Fixed Asset register for the Bank
Prepare financial reports for Citifinance Limited and Citibank (local books)
Prepare General Consumption Tax and Withholding Tax Returns for Citifinance
Manage FDL reporting for Citifinance Ltd
BSc in Accounting or Banking and Finance
Minimum 5 years work experience in a Banking environment with at least two years in Regulatory Reporting and Accounting a plus
Intermediate knowledge of spreadsheets, e.g. creation of macros, pivot tables etc
Quality & Service Oriented
Able to work and communicate (written and verbal) at all management levels

119

Operational Risk Reporting Specialist Resume Examples & Samples

Creating MI reporting on regular basis to assist management in assessing trends in key controls statistics
Maintaining the SharePoint by uploading key documents to the site
Assisting with the month end process around open Operational Risk and Audit items
Performing data analysis on Operational Risk data to identify anomalies and provide solutions for remediation
Assisting in the semi-annual ICAP process
Preparing management information packs for Senior Management
Contacting with Clients to discuss their requirements

120

Financial Reporting Specialist Resume Examples & Samples

Prepare component of the statutory financial statements for PICA International Insurance Segment, including summary of operations and balance sheet analysis
Prepare and maintain general ledger reconciliations of various balance sheet accounts for PICA and sign off GAAP and statutory PASS accounts
Participate in the quarterly review and sign off process for GAAP supplemental disclosures as it relates to reinsurance responsibilities
Provide assistance with ad-hoc requests from country subsidiaries or other business partners
3-4 years of accounting / financial reporting experience
General knowledge of GAAP accounting and reporting
Effective communication and interpersonal skills are necessary with an ability to interact effectively with all levels of management in Newark and international operations

121

Finance Reporting Specialist Resume Examples & Samples

Preparing and developing the SFP Reporting Portfolio,
Preparing reports and distributing as per the agreed schedule,
Developing and maintaining the VBA based macros and Access based databases,
Supporting team process excellence and automation initiatives,
Driving workflow improvement capabilities,
Suggesting value-add changes to standard static and interactive reports,

122

Compliance & Operational Risk Reporting Specialist Resume Examples & Samples

Maintaining and developing a common standardized report set used by Compliance and Operational Risk Managers & employees
Gathering requirements from C&ORC on report content, logic and look
Developing reports and their testing prior to release to wider public
Advising C&ORC on how best utilize the standard report suite, self-reporting tools and data sets
Improving reporting tools and processes by collecting the feedback and cooperation with IT on implementation and in testing

123

Junior Bank Regulatory Reporting Specialist Resume Examples & Samples

3+ years Banking and/or Business experience
CPA or parts
Microsoft Office/Suite proficient

124

Fraud Analytics & Reporting Specialist Wealth Management Operations Resume Examples & Samples

Interacts with internal and external sources regarding risk issues involving client/account activity
Previous experience working within a customer service/hospitality based role
The candidate must also be proficient working with Excel, Access, Business Objects and PowerPoint

125

Financial Reporting Specialist Resume Examples & Samples

Managing the day to day relationship with Business Management & key stakeholders
Together with RAS onshore delivery manager, liaise with Senior Mgmt, assist in supplying / improving standardised reports, investigation of ad hoc enquiries & analysis for ad hoc projects as well as securities distribution business initiatives
Development & delivery of regular reporting requirements for the business
Undertaking bespoke client MI projects (ranging from new reporting suites to self service tools) owning each project from start to finish
Collaborating closely with RAS colleagues to ensure consistency in underlying data & reporting
Managing handover of any identified process & reporting to ONO colleagues ensuring seamless delivery
Ensuring documentation of all processes & reports maintained
Managing integrity of underlying data to highest standards
Provide coverage of existing business critical reporting
Development & delivery of regular reporting requirements for APAC Businesses & senior managment
Undertaking ad-hoc analysis; data mining, investigations, validations, preparing powerpoints
Proactive data mining & validation of results / reconciliation of input versus output and investigations on deviations
Involvement in relevant Business sign off processes
Undertaking bespoke projects (ranging from new reporting suites to self service tools) owning each project from start to finish
Provide coverage for critical reporting tasks
Subject matter expert in SQL / SQL a must
Profound skill in dot net
QlikView application building / data modeling & maintaining QlikView Sever & QlikView Publisher
Skills in Micro Strategy, Tableau or at least Microsoft Office packet in combination VBA
Strong communication skills - English, fluent (verbal & written)
Strong project management expertise
Higher degree & professional qualification: +5 years' experience in Treasury / Finance reporting / controlling in the financial service industry
Sound understanding of Banking business, in particular Investment Banking,

126

Controlling & Reporting Specialist Resume Examples & Samples

A university degree and relevant working experience of at least 3 year
Very good communication skills and ability to interact with different levels of hierarchy
Excellent verbal and written communication skills (in foreign language), ability to gain clarity around process and documents and clearly explaining even complicated technical topic
Excellent team working skills (collaboration with teams based in Switzerland and locally
Taking the lead for assigned task
Presenting (results) to senior manager

127

Junior Reporting Specialist Resume Examples & Samples

Production of the internal compliance MI metrics reporting
Adapting the Reporting with the latest changes on a continuous basis
Studying and reconciling external versus internal metrics
Collaboration with various international Stakeholders within the global compliance function

128

Cib-business Analyst & Reporting Specialist Resume Examples & Samples

Support USD Wire analytical needs
Undergraduate (4yr) College degree in Business, Finance, or related field recommended
PC skills

129

Am-wealth Management Client Reporting Specialist Resume Examples & Samples

Act as the escalation point for client issues relating to client reporting functions, which involves working with the Client Service/Fiduciary teams to resolve questions, investigate issues, and develop a satisfactory response to the client's concerns
Perform market value and Tax Cost reconciliation on client statements
Work with business partners to identify statement issues and provide guidance to the Operations Teams to make the appropriate account corrections in the core accounting system
Assist with all aspects of statement corrections process: Coding accounts in Omni to be held for correction, updating tracking database, reviewing corrected statements for accuracy, and releasing to client appropriately
Assist with additional rendering tasks including: E-prospectus distribution, Audit Confirmations, Special Handling Verification, etc
Participate in project initiatives including: establish business requirements, performing UAT and implementing changes within the team
Represent the Statements space as SME on any projects with impact to Statements
Work with Technology and Operations partners to understand functionality of Omni and appropriate postings for securities; understand how this translates to the statement and client reporting
Assist with value and cost reconciliations on client statements
Excellent team player
Escalate issues or concerns to management team
Knowledge of Private Bank products/services

130

Senior Data Reporting Specialist Resume Examples & Samples

Senior level knowledge of data trending technique’s, analysis and forensic reporting
4-6 years experience
Database management and table creation for reporting purposes
Strong relational database understanding with DB2, Access and/or Oracle
Proficient in report creation within tools such as Spotfire, Tableau, Excel
Change management process and system development life cycle
Self-starter with strong organizational and interpersonal skills
Exception knowledge of Microsoft suite specifically, share point interaction with other Microsoft products e.g. Access/Excel
Ability to research and make appropriate decisions regarding complex issues

131

Capital & Risk Regulatory Reporting Specialist Resume Examples & Samples

Daily calls with senior members within Finance to monitor progress and issues encountered during the monthly close process. Assess the risk weighted asset impact to the region for the issues raised
Consult with Capital Advisory, Policy and the Front Office where there is non-compliance
Act as a backup for local capital specialists throughout the region
Take active role in raising and designing potential capital change initiatives, implementations and enhancements
Review and understand the liquidity & funding impact of change initiatives, implementations and enhancements going live in the quarterly Global General Ledger releases

132

Corporate Income Tax Reporting Specialist Resume Examples & Samples

Calculation of deferred taxes
Review of the tax provision calculations and of statistical forms of Group entities
Updating tax risk provisions and databases
Managing the invoice payment process and the tax reconciliation
Preparation of several reporting tasks
Preparation of corporate income tax returns (UK) and review of corporate income tax returns (EMEA)
Compliance Management such as maintenance of an inventory of Corporate Income Tax and Value Added Tax return filings, tax payments, penalties, tax audit correspondence and assessment notices
Liaising with Regional Controlling and accounting, Group Human Resource Tax, external suppliers, etc. in order to improve review process efficiencies
Responsibility for the minutes of tax risk calls
Support the governance, control and documentation processes around intra-group services (e.g. review of hard transfers, prepare Transfer Pricing simulations, Service Level Agreements etc.)
Support the establishment of new or amended transfer pricing methodologies
Support and assist with the IFRS 2 process
Assistance with tax audits and enquiries conducted by local Tax Authorities
Review of international assignee or travelling employee proposals
Competitively managing the Bank's corporate income tax affairs, in such a manner that achieves sustainable tax efficiency whilst acting in compliance with all applicable tax laws, regulations and other requirements; and
Providing strong support to the operating divisions in their control of business related tax risks (both financial and reputational)

133

Junior Bank Regulatory Reporting Specialist Resume Examples & Samples

3-9+ years of experience
Banking Business knowledge
Demonstrated regulatory reporting knowledge
Proficient in Microsoft Excel

134

Financial Reporting Specialist Resume Examples & Samples

5+ years of experience in a global financial institution, preferably in project/portfolio functions
Comfort with ambiguity and in working with subject matter experts to address information gaps
Ability to rapidly move up the learning curve on complex bank issues (e.g. legal entity structure, funding arrangements, technology infrastructure, capital and liquidity dimensions, etc) Ability to work under pressure/tight timelines
Strong project management skills and ability to manage and lead cross functional teams

135

Ccar-data & Reporting Specialist Resume Examples & Samples

Perform analysis of reportable data and work with CCAR project team both FR Y-14Q and other workstreams, CCAR BAU teams and various cross functional CS departments to understand workflow, handoffs, reconciliations as well as data sources in order to produce the regulatory reports
Actively participate in Dry Run preparation and execution prior to filing of the FR Y-14Q report
Become the subject matter expert ("SME") with respect to the reports filed on behalf of the IHC and the data underlying the reports
Support internal and external audit reviews

136

Am-business Analysis & Reporting Specialist Resume Examples & Samples

Attend Vendor meetings, prepare meetings notes
Provide support to Vendor Delivery Managers in preparation of various risk related and oversight related documents (CCC, TPO Checklists)
Provide support to Vendor Delivery Managers around MIS Reporting
Perform On- and Off-Boarding procedures for Vendor employees and JPM employees
Be familiar with policies, procedures, SLAs for Specialty Assets Vendors, Middle Office and Practice
Provide support to Vendor Delivery Managers around special projects
Participate in Vendor and JPM Disaster Recovery testing
Perform/validation system re-certifications for the vendor systems
Serve as backup for Vendor Delivery Managers as necessary
Provide support to Middle Office Real Estate & Oil and Gas Accounting
Prepare Control Self Assessments for Oil & Gas and Real Estate Middle Offices
Perform additional related activities as defined by Deliver Managers; and
Follow appropriate policies and procedures to ensure the firm fulfills its fiduciary responsibilities in accordance with the applicable governing document and law
An undergraduate degree or equivalent professional experience (Operations, Vendor Management, control environment)
Ability to partner with other business associates to meet all expectations
Ability to prioritize work and handle multiple responsibilities simultaneously
Aptitude for analyzing issues and information accurately and demonstrating effective issue resolution and decision-making skills
Proficiency with Microsoft applications (Word, Excel, Access, PowerPoint); and
Must be flexible with a “can do” approach

137

Financial & Regulatory Reporting Specialist Resume Examples & Samples

Qualified / Part Qualified / an interest in pursuing a professional accounting qualification preferable
Excellent interpersonal skills, as this role requires interaction at all levels of the organisation
Excellent desktop, IT and systems skills. Experience of Advent Geneva advantageous. Excel experience is essential

138

Financial Reporting Specialist Resume Examples & Samples

Performing financial analysis and preparing commentary focusing on UBS Group, Business Division and Performance Segment results
Detecting trends, visualize and communicate the underlying business drivers
Collaborating closely with Business Division counterparts and other input providers to present accurate, value added financial information compared with targets and history
Providing efficient time-to-market and high quality financial information to the Group's senior decision making bodies, such as the Group Executive Board and Board of Directors, as well as externally to regulators and auditors
Preparation of ad-hoc analysis for senior management, especially the Group Chief Financial Officer and the Group Controller
Analysis and preparation of estimate, projection and forecast data to ensure timely tracking of business developments
Support the external reporting processes by analyzing and reviewing external financial products , requiring strong intra-Finance and cross functional collaboration

139

Financial Reporting Specialist Resume Examples & Samples

Prepare FOCUS financial reporting for the NYSE. Prepare SEC Customer Protection Rule calculation for SEC. Prepare subsidiary-to-parent and internal management monthly reporting
Design, maintain and produce other financial reports as required by GAAP, SEC, NYSE and other regulatory bodies
Back up the Financial Reporting Manager in the preparation of the corporation's monthly financial statements used for corporate governance and decision-making by upper-level management
Serve as a team member in the annual profit planning process
Function as a member of the Accounting team to complete month-end closing processes and special projects
Act as a backup Accounting Department contact for inquiries from regulatory, parent and other external entities, including industry surveys that require research, compilation and in-depth analysis of current and historical financial data
Serve as the backup Accounting contact for periodic regulatory financial examinations
Contribute to critical financial reporting projects as requested by upper-level management at the corporation and parent corporation
Function as the Accounting Department's assistant technology coordinator supporting financial systems and departmental hardware/software needs
Assist in continued automation, time savings and profit enhancement for the firm
Serve as a key backup to the Financial Reporting Manager
Bachelor's degree in Accounting or equivalent education and related training
Two years of experience in corporate accounting
Ability to obtain Series 27 license within one year of employment
Ability to meet inflexible regulatory deadlines

140

Management Reporting Specialist, May January Resume Examples & Samples

Support in the design and preparation of the MIS Reporting packs to AM Executive Committee, AM Operating Committee, AM COO Management Committee, AM Front-to-Back Committees
Support COO mandate in coordinating and monitoring implementation of HR and Compliance requirements to business functions (block leave; voice recording, mandatory training...)
Support in the implementation of key Business Risk Management Projects (F2B Framework; Operational Risk Management...)

141

Financial Reporting Specialist Resume Examples & Samples

Assist with the financial reporting and planning and analysis process for foreign operations
Act as a finance liaison to the foreign operations and coordinate close deliverables for country submission requirements
Prepare quarterly USGAAP balance sheet and income statement analysis
Assist with the quarterly preparation and review process for GAAP supplemental disclosures, tax provisions and account sign off process
Assist with analysis and resolution of technical accounting and reporting issues as they arise
Participate in special projects aimed at improving the financial reporting and analysis process
Prior experience supporting reporting requirements for international operations a plus
Effective communication and interpersonal skills are necessary with an ability to interact with all levels of management in Newark and our international operations

142

Financial Reporting Specialist Temporary Resume Examples & Samples

Prepare and manage the activities related to the economic and financial reporting (monthly and annual), both to the internal departments and to the Group (P & L, balance sheet, cash flow, etc ...)
Monitor the company results progress, analyze deviations from budgets and forecasts and support action plan’s definition
Manage the information flow from the specific Regions/Countries, requiring details to the shareholders in order to develop the analysis
Deeply control all the activities coordinating with the other Business partners
Share knowledge and information from the Regions and Countries within all the team members to enhance the office efficiency
Provide advice on Company budgeting process
Have great expertise at preparing financial statements and activity reports that highlight business finances and forecasts
Develop monthly statistics reports on the Division Margin
Publish quarterly report on the wholesale selling

143

Risk Control Reporting Specialist Resume Examples & Samples

Operational Risk managers support in terms of problem solving and application support
Application testing: release support for the business and IT, including: coordination, test cases creation and tests execution
Make mass data enrichments and data uploads into the system
Application access management (coordination and implementation of users access for Operational Risk applications)
Leading small processes and improvement projects independently

144

Capital & Risk Reporting Specialist Resume Examples & Samples

Determine the key critical issues during the close and course of action to be taken with the various legal entity controllers and local capital specialists within the region
Compile ad-hoc reporting for senior Finance and Group Treasury members
Four year bachelor degree or international equivalent (Finance/Accounting preferred)
7+ years of experience
Very proficient in MS Office applications (MS Excel, MS Word and MS Access)
LI-JV1

145

Operations Reporting Specialist Resume Examples & Samples

To ensure that the daily activity of operations is carried out within the parameters and guidelines stated in all relevant Company Manuals and Procedures and investment advisory law/regulations
To take on responsibility for improving the overall quality of staff and ensure that effective procedures exist and are followed in order to reduce the overall inherent risk associated with the operations unit
To work closely with other business areas (Investments, Marketing and Compliance) to ensure a high quality of operation service which leads to maximum customer satisfaction

146

Planning & Reporting Specialist Resume Examples & Samples

Works closely with the GPM Director to understand reporting needs to aid effective planning of the team
Responsible for the generation of weekly, monthly and quarterly reporting collated from various internal systems
Monitor and analyze performance data, report changes and make key recommendations on issues and successes
Preparation of internal presentations in close collaboration with the GPM Director
Effectively co-ordinates key initiatives assigned across the team in close alignment with the GPM Director
Develops and reviews documentation and identifies areas for process and/or technology improvement
Maintains overview of departmental spend (e.g. Travel)
Coordinates and arranges internal and external meetings
Bachelor's or University Degree preferred, or equivalent combination of education and relevant work experience
A minimum of 3 years’ experience of working in a project environment
An understanding of spatial data products and properties preferable
Expertise in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
Expertise in reporting tools (Peoplesoft, Clarity, Hyperion, Jira) or similar
Expertise in planning principles (preferably Kanban) or willingness to learn
A second language is desired (Dutch or German preferred)
Independent and able to work with minimal supervision

147

Financial Accounting & Reporting Specialist Resume Examples & Samples

GA is responsible for the preparation and analysis of underlying information in the UBS' Financial Statements, ensuring compliance with IFRS and other relevant requirements and aiming to achieve best in class financial reporting
It is also responsible for the preparation of Group and standalone regulatory filings, including those related to capital adequacy and liquidity and funding, to our primary regulators FINMA and SNB and the establishment of internal accounting control documentation for senior management
As part of its external financial and regulatory scope of responsibilities, the team coordinates the production of UBS's quarterly and annual reports, acting as the main information channel between the firm and its many and varied stakeholders as well as performs analytical reviews at Group and standalone level to ensure that disclosed financial information is materially correct
It is also responsible for the implementation of significant accounting changes, capital adequacy and Swiss GAAP policy setting including financial and management reporting
Very good written and spoken English. German knowledge is an advantage

148

Risk Reporting Specialist Resume Examples & Samples

Create and update Management & Governance risk reports for the attention of Senior Management, Risk Committees, Risk Officers, Monitoring units, Regulators and internal/external audit
Create ad-hoc evaluations and analyses on a wide range of loan and asset types, assessing portfolio, issuer and single client risks
Preparation of worklists for the attention of Monitoring Risk Control Switzerland, but also for other global units within CRO WM
Act as Subject Matter Expert in close collaboration with Investment Risk Control, Risk methodology, Risk officers, Project teams and Risk IT
Source / prepare data and calculate risk measures with SQL-, SAS-, VBA-Coding
Support business initiatives, strategic and regulatory projects

149

Financial Accounting & Reporting Specialist Resume Examples & Samples

Own the design and preparation of certain disclosures in UBS's interim and annual reports and regulatory filings in accordance with Basel III Capital Adequacy requirements
Pro-actively develop, improve and maintain internal reporting products that serve as control documentation with regards to external disclosures and regulatory filings
Driving and managing changes to processes as well as coordinating the implementation of new requirements / content in UBS's quarterly and annual reports and regulatory filings. This also includes the implementation of new regulatory requirements, such as Pillar III
Min. 3 years of experience in a corporate environment Very good written and spoken English. German knowledge is an advantage

150

Regional ESC Reporting Specialist Resume Examples & Samples

Support global and regional metrics development, operational reporting, and analysis of data. Prepare reports for ESC EMEA, CSC-Budapest and Business Partners
Ensures that reporting and ad-hoc data requests are provided in a timely and accurate manner
Develop solutions and analysis tools in MS Excel and MS Access that will allow for data to be analyzed, summarized and reported in tables, charts, and graphs
Partner across analytics organization to support save and spend data quality. Conduct reviews, communicate findings and gaps, and develop actions plans and recommendations to improve accuracy
Support the Implementation and improvement of existing processes and bring efficiencies to procedures and tools
Partner across the organization to grow the scope of analytical support being provided in order to add the most value possible to the ESC organization
Interact with all levels of management, including sourcing managers (regional/global) and senior management from various businesses and suppliers
Assist in audit and compliance efforts for department to prepare and meet all documentation and policy requirements
Experience in any of the following would be an advantage
Reporting or or Finance knowledge and experience preferred, but not required
Accounting qualification is an advantage
BA or 1 year of relevant financial and analytical experience
Fluent English, written and oral
MS Excel skills
Analytics skills and the ability to turn data into information
Must have cross-cultural and cross-functional collaboration skills

151

Business Analysis & Reporting Specialist Resume Examples & Samples

2+ years experience utilizing SQL in a relational database environment such as DB2, Oracle, or Teradata
Advanced knowledge of relational database management systems (RDMS) and data modeling
Experience with TOAD and/or Teradata SQL Assistance
Degree in management information systems (MIS) or computer science (CS), advanced degree or equivalent work experience preferred
Must possess the ability to deliver high-quality results under tight deadlines
Proficiency in MS Office product suite (Excel, Word, Access, and PowerPoint) required
Financial services experience preferred
Time management and organizational skills
Experience on delivering MIS solution or risk & regulatory reporting
Positive Attitude and delivery focused
Proactive with a strong attention to details

152

Financial & Regulatory Reporting Specialist Resume Examples & Samples

Preparation of interim and annual financial statements for the Investment Funds
Deliver high quality service through accurate and timely completion of all assigned tasks (which may be parts of larger processes) and requests for information. Be responsive and anticipate our client/internal client needs
Preparation of any group, board or ad hoc reporting requirements
Preparation of regulatory returns, including monthly CBI returns, quarterly MMIF and AIFMD Annex IV returns
Ensuring agreed delivery service levels and regulatory filing deadlines are met
Assist other colleagues. Act as effective team member within the unit and with other units by imparting knowledge as appropriate. Liaise with other units - Investor Services, Fund Accounting, Client Services, Legal, and Data Management
Seek to learn quickly and continually improve service offered
Excellent desktop, IT and systems skills. Experience of Advent Geneva advantageous. Excel and Word experience is essential

153

Business Analysis & Reporting Specialist Resume Examples & Samples

3+ years of Business Analyst, Employment Screening or Human Resource experience
Proficient writing skills
Demonstrated superior problem solving and decision-making skills
Ability to build relationships with a diverse group
Highly disciplined individual, self-motivated, delivery focused with the ability to work independently and multi-task
Accuracy, attention to detail and detailed data analysis experience

154

CIB Operations Senior Compliance Reporting Specialist Professional Resume Examples & Samples

Create, maintain and test logical rules automatically applied to the financial instruments owned by J.P. Morgan's clients
Degree in related technical area (such as Finance, Mathematics, Economics, Computer Sciences or Business) advantageous but not essential
Minimum 36 months experience working in a Funds Administration role. Additionally, the successful candidate would have at least two of the following key attributes, demonstrated by suitable experience
Strong client servicing experience

155

Planning & Reporting Specialist Resume Examples & Samples

Monthly residual value reserve adequacy and risk sharing forecast reporting for the VW/Audi portfolio
Quarterly & Annual Risk Management portfolio performance reporting to Germany, encompassing commercial and consumer risk portfolio information
Update and maintenance of Planning and Reporting Policies and Guidelines and Practices
Quarterly analysis of static pool trends for lease portfolio including remarketing channel distribution, early term behavior, Dealer Channel premium, Auction Expense, and other behavior specific to forecasting lease account performance. These results will be used in the monthly RV reserve adequacy forecast model and as well as front office pricing assumptions
Collaboration with Statistical Modeling team to ensure econometric aspects are accounted for in the Residual Value model. This includes depreciation, seasonality, and volume sensitivity
Preparation of the Consumer & Commercial Risk portion of the Business Financial Reviews and the annual Planning Round process
Understanding of Commercial and Credit Reserve methodologies in order to communicate changes in reserve adequacy
Work with internal and external auditors to explain residual risk forecasting methodology and implement recommended model improvements
Work closely with controlling and accounting departments on the information flow and data dependency between the departments
Identify and communicate early warning signs of unidentified risk within the portfolio to Management
Provide static pool and portfolio performance based reports that support the lease asset backed securities transactions as directed by the Treasury department
Ad hoc reports and analysis as directed by the Manager, Planning & Reporting
3-5 years professional financial, accounting, or risk based experience which includes
Experience with asset based reserve methodologies
2-4 years’ experience in automotive and/or financial services industry
Excellent knowledge of database relationships and proficiency in Access
Excellent reporting skills in Business Objects, Excel, and other reporting software
Established data mining skills using existing databases, vendor provided data, or creating your own when necessary
Ability to “think out of the box” and use unconventional methods where necessary
Ability to communicate highly technical subjects to Management in an understandable fashion, explaining the basis for decisions made and actions taken
Experience with SAS

156

Financial & Regulatory Reporting Specialist Resume Examples & Samples

Review of monthend reporting for all Singapore legal entities including analysis of balance sheet, profit and loss
Review of quarterly reports to the Board of each Singapore entity
Review of annual statutory reporting for all Singapore legal entities, including involvement with annual external audit process and meeting with Directors for signoff
Review and ensure timely submission of all periodic MAS reporting requirements
Review of daily regulatory limits reporting, including liasing with business and Group Treasurer on actions to maintain liquidity and response to ad hoc MAS inquiry
Participation in continuous improvement activities to improve business reporting, strengthen process controls, and leverage offshore partners
Represent the team on working groups on new regulatory reporting requirement and system changes that impact the reporting process
Preparation of the monthly tax computation for all Singapore legal entities and involvement in the annual income tax return preparation processes FRC Product Control (Secondary responsibility)
Provide financial assurance that the book and records of the APAC FRC businesses are materially correct. Also perform analytical review of relevant financial disclosure items
Work closely with business and other stakeholders such as Operations, Middle Office to develop and maintain a robust control framework
Support New Business initiatives
Bachelor Degree in Accountancy/Finance Business
At least 5 years in relevant regulatory & financial reporting experience. Some product control experience will be an advantage
Understanding of MAS reporting, IFRS reporting and local taxation
Good financial product and market knowledge
Good clear and honest communicator with people of all levels
Organised and disciplined in the documentation of work performed and procedures
Demonstrate experience with system & process improvement

157

Reporting Specialist Resume Examples & Samples

Provision of high quality services to Corporate Treasury. Ensure timely and accurate identification of regulatory requirements and ensure that all reporting is performed accurately and within agreed deadlines. Develop and maintain an in-depth understanding of all regulations pertaining to the business
Ensure a robust control environment is managed and maintained with continuous development in order to minimise risk as well as maintaining on-going compliance with regulatory & audit requirements
Build and maintain strong relationships with Corporate Treasury and departments which support their day to day activity (Settlements, Cash Operations, Global Markets FX Operations, Finance, Collateral Management)
Ensure robust management information and reporting infrastructure is maintained and regularly reviewed ensuring we are meeting expectations
In depth knowledge of Corporate Treasury functions and associated regulations
Extensive experience in a financial services environment
Highly analytical with attention to detail
Excellent communication & presentation skills
Strong client service ethic

158

SQL Database & Reporting Specialist Resume Examples & Samples

3-5 years of demonstrated work history of Working knowledge of Business Objects Control Compliance Suite (CCS)
3-5 years of demonstrated work history that has effected superior skills in MS SQL on database administration and knowledgeable on UNIX and Windows operating systems
A strong working knowledge that gives the ability to work on Oracle DB and admin tools like MS SQL Configuration Manager, Reporting Services Configuration Manager, Sybase Open Client Configuration Utility, Oracle Net Manager / SQL Plus
3-5 years working experience with Microsoft SQL Server Integration Services (SSIS)
3-5 years working experience with Microsoft SQL Reporting Services (SSRS)
3-5 years working experience providing Technical support is a must. Microsoft SQL certifications a plus
Strong customer service/focus skills
Good understanding of supporting a complex and distributed technical environment
Excellent people skills, ability to interact successfully with business, and other technology groups
Proven ability in dealing effectively with demanding client base
Being able to work alone and as part of a team

159

Cognos Reporting Specialist Resume Examples & Samples

Gather , analyze contact and response data for post campaign effectiveness assessment and reporting
Periodic reporting and constant monitoring of campaign performance
Monitor in-market campaign response activity and response rates against operational targets and thresholds
Provision out of the box Cognos reports on the existing metadata model
Create out of box reports in Cognos
Analyze reports to flag any outlier or unusual performance
Automate and schedule reports to the extent possible
Experience working in Cognos Report Developer, Framwork Manager, Star & Snow Flakes
Dimensional Modelling- OLAP Techniques
Understanding of campaign management – Test & control

160

Management Reporting Specialist Resume Examples & Samples

Compile reports and commentary on productivity, data quality and depth charts for LEG senior management based on inputs from LEG teams globally
Create ad-hoc reports and analyses for LEG senior management
Support report modification request, maintain report templates
Liaise with local and global LEG managers and Risk Team on reports and risk deliverables
Ensure the timely delivery of reports and other risk deliverables
Provide status reports and follow up with managers in case of delays
Escalate issues to management, as appropriate
Help LEG Managers to proactively identify, analyze/quantify, and articulate the impact of risk and develop/execute action plans
Improve the reporting processes: highlight process gaps, create proposal and implement changes
Contribute to the cost/benefit analysis, business case development, and participate in continuous process improvement including implementing ongoing changes and defining performance measurements
Ability to interact effectively with others across departments, regions and time zones
Strong organizational skills. Prioritizes and manages multiple priorities and meeting deadlines
Outstanding attention to detail and analytical ability
Proven client relationship and organizational skills
Able to multi-task and work to tight deadlines
High level of English knowledge
Experience in a reporting role or in the financial industry
Awareness of capital markets products
Knowledge of Morgan Stanley clients and products and of the current regulatory environment
Lean Six Sigma Training

161

Business Analysis & Reporting Specialist Resume Examples & Samples

1-3 experience in reporting, data gathering, and analytics
High School Diploma required or the equivalent. College Degree preferred
Advanced MS Office skills: Word, Excel, Powerpoint, required
Knowledge on different business analytics tools
Preferably with working knowledge in Excel Macro Programming, SQL, MS Access & MS Sharepoint
Financial Services experience a plus
Ability to multitask and detail-oriented

162

Financial Reporting Specialist Resume Examples & Samples

2 to 12 years of related FP&A experience
Experience of servicing senior level clients
International work experience
Group level reporting and legal entity structures experience
Proven change management and process improvement experience
Problem solving skills and ability to challenge client

163

Cross Border Project & Reporting Specialist Resume Examples & Samples

Administrating Global Travel Management Tool application
Understanding data and reports creation
Proposing and implementing improvements to reports
Supporting Global Travel management Tool users
Support and deputize Business Project Manager on full scope of project lifecycle
Managing business related communication
LI-MK1*
Minimum 2 years of work experience in total, including minimum 1 year of project management experience, preferable in an international company (full project lifecycle: cost, quality and time)
Advanced knowledge of Excel
Fluency in Business English (German, French or Italian would be a plus)
A degree-level education (or equivalent)
Experienced in business requirements gathering and able to challenge business requirements with profound and well-grounded arguments would be a plus (cost-value ratio)
Proficiency in MS Office, understanding of reporting procedures and data processing
First class interpersonal skills with a solid client focus
Excellent organizational skills and ability to prioritize and schedule workload
Team player, ability to develop relationships across a global organization
Ability to work under pressure in a dynamic environment and to deliver on strict deadlines in a timely manner
Experience with Microsoft SharePoint an asset

164

Financial Reporting Specialist Resume Examples & Samples

4-5 years of experience in financial reporting/auditing
IFRS experience is preferred
Strong PC skills including advanced MS Office (Excel, Word and PowerPoint). VBA, Access or SQL is advantageous)
Numerate and analytical skills
Advanced verbal and written communication skills in English

165

Business Analysis & Reporting Specialist Resume Examples & Samples

Strong decision making, sound judgment & analytical skills
Ability to develop effective working relationships internally, with other financial institutions and with law enforcement
Attention to detail, able to ask probing questions and tactfully address discrepancies
Ability to work in a fast paced phone environment and adhere to strict timelines
Intermediate PC skills & keyboard / typing
Prior customer service experience beneficial
Prior Fraud prevention or detection experience a plus
Continuing education in Business / Communications / Criminal Justice preferred
Bilingual (English/Spanish) beneficial

166

Reporting Specialist Resume Examples & Samples

Administrating Global Travel Management Tool application
Evaluating data and reports creation
Proposing and implementing improvements to reports
Supporting Global Travel management Tool users
Managing business related communication
Fluency in Business English, any additional languages a plus
Advanced knowledge of Excel, knowledge of Access is an asset
Medium to Advanced VBA skills
A degree-level education (or equivalent)
3 years of reporting experience
Proficiency in MS Office, understanding of reporting procedures and data processing
First class interpersonal skills with a solid client focus
Excellent organizational skills and ability to prioritize and schedule workload
Team player, ability to develop relationships across a global organization
Ability to work under pressure in a dynamic environment and to deliver on strict deadlines in a timely manner
Experience with Microsoft SharePoint an asset

167

Business Analysis & Reporting Specialist Resume Examples & Samples

Ensure Client List Screening data has been accurately collected and documented, including but not limited to
Escalation data
Know Your Customer (KYC) information
Any relevant account and transaction data
While performing Inspect and Repair of Analyst work, responsibilities will also include
Analysis and detection of process defects
Cause and effect of defects
Recommend solutions to repair defects
Assurance of overall quality, accuracy, and compliance with tier one process and procedure
Review of all discrepancies or newly discovered trends with QA Managers in CAO Operations Client List Screening for proper disposition and potential amendment to procedure
Forge relationships and points of contact with members of the Quality Assurance team and CAO Operations Client List Screening teams
Effectively communicate with key points of contact to ensure the fluid sharing of information and feedback across pertinent teams
Participation in development of production and quality goals
Meet or Exceed set production and quality goals
Maintain the highest level of confidentiality throughout the QA process, disclosing only pertinent information to key stakeholders
2-4 years of experience with identifying customers and other parties to transactions against OFAC Sanctions Lists, Politically Exposed Persons (PEP), FinCEN, Negative Media, and Internal Lists

168

Cib-business Analyst & Reporting Specialist Resume Examples & Samples

Preparation of fund and management company financial statements in accordance with accounting and regulatory requirements within agreed deadlines
Preparation and issue of regulatory and other reports as required
Recognise and act on opportunities to improve processes including developing and making recommendations for change
Review of files and packages prepared to assist audit of financial statements
Partake in special projects as required
Knowledge of financial instruments and their accounting treatment
Starting professional accountancy qualification
Ability to work on own initiative with minimum supervision
Self motivated, innovative and analytical
In-depth knowledge of fund administration and valuation function and good understanding of the organization
Interpersonal sensitivityGood operational knowledge of Fund accounting systems
Excellent knowledge of software packages (Word, Excel, Access, etc.)

169

Financial Reporting Specialist Resume Examples & Samples

Strong MS Access Database Development, USSGL, Account Analysis; as well as
1-3 years of experience in federal financial management or analysis
Proficient in Microsoft Word, Excel, PowerPoint and Project
Knowledge of Momentum
Ability to obtain and maintain a Top Security clearance
Meet or exceed continuing professional education (CPE) requirements

170

Junior HR Reporting Specialist Resume Examples & Samples

Manage the reporting process from gathering requirements, designing report layout, and development/preparation of reports
Maintaining organisational data on SAP
Manage the integrity of HR organisational and personnal data and escalate any discrepancies to Master Data Controller
Cooperate with Master Data & Reporting team in order to improve processes and the quality of data stored in SAP
Actively participate in local or global projects within Master Data area
Experience (min 1 year) in HR processes & reporting tools and systems within a multinational company
Strong communication and team skills
SAP HR system knowledge would be an asset
English, Polish

171

Management Reporting Specialist Resume Examples & Samples

Create monthly results reporting and provide routine analysis support for the KCP Growth Incentive Program
Interpret contract terms to initiate and maintain incentive payments
Generate incentive payment requests and monitor payment status
Owner of incentive payment projection models and financial accruals
Provide incentives documentation for both Internal and External teams
Support KCP contract process and pricing strategies
Direct process improvements, methods and activities to improve organizational efficiency and effectiveness
Make business easier for our clients by adopting a think customer-based mindset committed to a high level of service demonstrated by personal example
Promote standardization and transfer of processes from business analysis to shared services while maintaining or improving business information and business team support
Ensure application of efficient and effective financial and operating controls within the Corporation. Promote sound internal control programs and support the Corporation’s requirement for strong central financial control by reporting, to the Senior Vice President and Chief Financial Officer, whenever Corporate Financial Policies or instructions are not being followed or appear inappropriate, inadequate or out-of-date
A proven track record of strong performance
Knowledge of the financial and business implications of general business practices is essential
Minimum of 3 years proven and progressive experience in finance
Strong business judgment, problem-solving and analytical skills
Exceptional ability to influence without authority
Exceptional ability to utilize excel to pull, consolidate, and manipulate data
Working knowledge of SAP Business Warehouse, Customer Profitability (CO-PA) and Customer Touch Management (CTM) preferred
Exposure and understanding of PowerPivot preferred
Passion to be an integral business partner supported by shared services
Finance experience in a Consumer Products or Business-to-Business environment

172

Accountant & Reporting Specialist Resume Examples & Samples

Double entry bookeeping based on IFRS standards and CZ local GAAP
Documents financial transactions by entering account information
Recommends financial actions by analyzing accounting options
Summarizes current financial status by collecting information
Preparing balance sheet, profit and loss statement, and other reports
Maintains accounting controls by preparing and recommending policies
Reconciles financial discrepancies by collecting and analyzing accounts
Secures financial information by completing data base backups
Maintains financial security by following internal controls
Undertaking monthly closings
Liaising with managerial staff, colleagues and clients

173

Financial & Regulatory Reporting Specialist Resume Examples & Samples

Experience in managing external audits
Good track record in meeting client deliveries to agreed service level agreements e.g. Board Reports, Monthly UCIT Reports, Management Fee Calculations, KIID or KIID Monitoring Reports
Good organisational skills with a proven ability to manage a work load
Good knowledge of accounting standards
Knowledge of financial instruments and their accounting treatment
Highly Numerate

174

Independent Monitoring & Reporting Specialist Resume Examples & Samples

Demonstrating information and project management skills through the following
Responding and assisting in client requests around reference data, account cleansing, system dependencies, and account opening
Managing a population of account referential data exceptions, notifying account owners when reference data is misaligned based on validated standards and working to remediate those issues
Supporting ad hoc requests relating to Regulatory Compliance and/or Legal Entity-related Programs through execution of surveys, data collection, and communication to relevant stakeholders
Engaging in weekly team meetings with the larger Data Governance team to highlight achievements, work priorities, and to provide updates on workstream (as assigned)
Gathering and presenting risk metrics as requested to support additional governance workstreams by conducting surveys and/or setting up meetings as necessary
Provide SME support to a third party vendor (TCS) and be first point of escalation
Review and approve daily General Account Usage (GAU) and Specific Account Usage (SAU) amendment and monthly Bulkload proposals sent by the vendor
Supervising outsourced functions including but not limited to GAU/SAU Amendments, Bulkload, New Activity, Missing GAU/SAU, Baseline, Mailbox management, NCOB support and Reporting
Demonstrating strong communications skills through the following
Communicating with business units and account opening groups to remediate data discrepancies and to address procedural differences through meetings and conference calls
Acting as reference data consultant to various project managers tasked with Firm-wide initiatives and participating in Account Usage Steering Committee or any other relevant Committees as needed
Highly motivated self-starter with multi-tasking abilities
Detail oriented and well organized
Ability to adapt to a rapidly changing environment
Familiarity with Morgan Stanley systems would be advantageous
Knowledge of accounting and basic terminologies used in the financial services sector

175

Reporting Specialist Resume Examples & Samples

Timely and accurate generation of scheduled Diebold service reports, as well as generating reports on an “as needed” basis
Accurately filtering and classifying all service calls based on contract obligations
Analysis of statistical data to support decision-making
Weekly analysis and measurement reports on terminal availability and service level agreement (SLA) target information
Assist and support business process improvements, map processes to create trends and make recommendations based off analytical findings
Regularly meet with both Diebold internal users, Managers and Customer to better understand their report requirements
Minimum of a Bachelors Degree in Business, Statistics or similar major or 3 to 5 years experience in accounting, statistical analysis or related field is required
Intermediate working knowledge of Microsoft Excel; skills should include familiarity with Excel Formatting, Formulas, Pivot Tables, Charts and Graphs
Experience with Microsoft Access is a plus
Experience in report design and generation
Knowledge of SQL type query language is a plus
Experience in the ATM industry or general banking is a requirement
Technical / servicing knowledge of ATMs a definite asset
Good communications skills both written and oral
Self-motivated and able to work with very little supervision
Flexibility to work evenings and weekends as required
Ability to travel to Canada as needed

176

Lead Human Resources Analytics & Workday Reporting Specialist Resume Examples & Samples

Function as a primary analytics and reporting specialist for the HR function by developing standard reports; designing, running and maintaining ad hoc queries; maintaining data integrity through consistent monitoring, testing and auditing of HR data; etc
Provide solutions, analytic observations and business recommendations, and reports on HR metrics to assist line and HR management in assessing the effectiveness of people management practices, including: recruiting, employee relations, performance management, retention, turnover, talent management, mobility, career progression, etc
Maintain high level of quality analytics and metrics that support business initiatives
Provide consultative reporting support to both HR organization as well end user
Review/confirm accuracy of data fields, consolidate data/information into the appropriate format, create batch files, upload into GEAC/payroll system, confirm with payroll via edit
Assist in training end users on the reporting system (current - Workday); develop and maintain user procedures, guidelines and documentation; assist in training new system users as required. Assist in performing reporting system upgrades, enhancements and testing
Intermediate to advanced Excel and MS Access skills required
Consultative and interpersonal skills with a demonstrated ability to influence management
Strong analytical skills
Ability to develop, validate, maintain and distribute a variety of HR data reports in varying formats
Must be detail oriented with a high degree of accuracy
Strong independent as well as collaborative problem solving ability
Excellent oral and written communications to articulate concepts and ideas related to the assigned projects
Ability to multitask on both small and large projects
Excellent interpersonal skills and the willingness to work as part of a team
Workday Report Writer Workday Calculated fields
Human Resources processes and principles
Core HRIS/Payroll technology and Business Intelligence reporting tools
At least 1-2 years experience with using Workday Report Writer
At least 3-5 years experience in an analytical/reporting role preferably in an HR environment
Interest in HR related business processes

177

Planning & Reporting Specialist Resume Examples & Samples

Optimizing CRC coffee specialist schedules by balancing service level, call volume and internal operational needs (workload / resources)
Updating Teleopti database in order to ensure scheduling is appropriately in line with latest forecast
Updating of schedules to reflect CRC workloads and processes given daily business volumes
Working closely with the P&R Leader to ensure daily scheduled activities go ahead as planned
Real-Time monitoring of all CRC volumes & taking appropriate corrective actions to ensure service level impacts are minimal
Monitoring agent schedule adherence via Teleopti to ensure correct staffing as planned
Monitoring internet orders and waiting orders in collaboration with Supply Chain to secure critical customer experience KPIs

178

Financial Reporting Specialist Resume Examples & Samples

To keep Country Financial Controllers updated on any month end communications and process progress
Performing Variance Analysis for Month end and Quarter end reporting
Ensuring successful Month & Quarter end closing
Coordinating with the Country Controllers on regular basis and keeping them informed on progress / developments
To continuously improve the process and enhance the controls

179

Billing Reporting Specialist Resume Examples & Samples

Proficient in use of Microsoft Office Suite (Word and Excel) and 10 Key Calculator
Strong organizational, time management and analytical skills
Work well independently and in a team with positive attitude, professional presence and exceptional customer service
High energy level with ability to multi-task while balancing and prioritizing daily responsibilities
Desire to leverage technology to solve business problems
Demonstrate openness to new challenges and opportunities as well as continuous learning
Able to work core business hours of Indianapolis Location
Ability to function in high stress situations and build strong working relationships at all levels, internal and external to the organization while responding to client service issues in a courteous and professional manner
Familiar with financial/accounting terminology and impact of financial transactions
Minimum of five years’ work experience in a professional services, financial or accounting environment
Associate's degree in accounting or business administration a plus but not required

180

Financial Revenue Reporting Specialist Resume Examples & Samples

35% - Forecast
25% - Bank Reconciliation
DISCLAIMER: This job description is designed to indicate the general nature and level of work performed by associates within this classification. It is not designed to confirm or be interpreted as a comprehensive summary of all duties, responsibilities and qualifications required of associates assigned to this job

181

Cib-business Analyst & Reporting Specialist Resume Examples & Samples

Collect and analyze complex data for sanctions hit analysis and trends
Create exceptions to mitigate false hits
Build test cases and performs testing to ensure exceptions are effective and risk averse
Respond to client issues with regards to false hits
Support onboarding of new business
Evaluate transactions to determine if they will require escalation to compliance according to J.P.Morgan Compliance Guidelines
Run tests ensuring the quality of the sanctioned entity lists including investigating any anomalies
May be asked to support other areas of the CSU
Knowledgeable on Excel (including pivot tables)
Ability to be flexible, follow tight deadlines, organize and prioritize work, and must be detail oriented
Issue resolution skills
Ability to multi task

182

Business Analysis & Reporting Specialist Resume Examples & Samples

Directly manages day to day deliverables; included but not limited to: Maintain Breach Letter Legislative Matrix, Addresses New Legislative Requirements,Manages Legal & Compliance Partnership, Manage Letter Templates thru Change Management, Manage Letters Administration and Vendor Management TPO requirements
Responsibilities will also include the creation and execution of detailed test plans and scripts to verify software functionality and adherence to business requirements
Execution of scripts include progress reporting, defect tracking and risk assessments
Required to participate in internal process and procedure improvement projects. Decisions normally impact the functional area
Manage, document, communicate, and follow-up with process owners on all findings and ensures that they are corrected to meet businessarea needs
Initiate regular meetings with business partners and other team members to discuss status, current concerns, and potential issues
Conduct process evaluation and enhancements
Train breach team and partners on process updates
Create procedures manual, work with procedures writer for edits, approval, and publishing
Must have outstanding attention to detail and ability to learn complex processes that affect various functions and business units within Chase
Ability to compile information/findings and provide recommendations to enhance existing reports/processes
Experience setting up test scenarios and performing systemic testing
3 to 5 years experience with Default Mortgage Servicing

183

Hris Reporting Specialist Resume Examples & Samples

Generate and ensure data integrity for compliance and government related reports such as SOX, Vets EEO, EEO-1, and AAP
Support all global HR data reporting requests
Support in the design, development, execution, and support of ad hoc and scheduled reports and queries using Oracle Fusion, Taleo, other SQL, Excel and tools
Support in performing audits and controls to ensure compliance and integrity of HR data
Support in acting as a liaison between HR and IT to identify, analyze and translate HR business needs into functional system requirements for reporting and analytics
Provide customer support for functional HR reporting application related issues. Partner with IT to deliver excellent customer service through troubleshooting, root cause analysis, issue resolution, and communication with users
Complete special projects and other duties as assigned
Minimum 2 years of Oracle BI or SQL tools, Taleo, or SQL experience preferred
Minimum 2 year of HR/HRIS/Reporting experience
Experience with government reporting is a plus
Advanced MS Office skills specifically in Excel (formulas, Vlookups, etc.)
Bachelor Degree in HR Business or related field
Ability to thrive in an unstructured, ambiguous environment
Strong written and verbal communication skills with the ability to communicate with both technical and non-technical users
Exemplary customer service skills
Demonstrated business and systems analysis skills

184

Customer Reporting Specialist Resume Examples & Samples

Ensures customer contractual requirements are met within timelines and accurately
Completes special projects
Interfaces with customers as required by supervisor
Creates advanced functions in Excel, including VLOOKUP functions and Pivot Tables
Advanced skills with using Excel, Word, and PowerPoint
High School Diploma or General Education Development (GED) Diploma required
Experience in an office environment utilizing Excel spreadsheets and math skills
Able to interface with customers
Must speak, read and write English fluently
Regular attendance and punctuality is required
Experience using VLOOKUP function in Excel and creating Pivot Tables

185

Compliance Reporting Specialist Resume Examples & Samples

Minimum Education required: High School diploma or equivalent required. Bachelor’s Degree strongly preferred
Minimum 5+ years in the Mortgage industry
General knowledge of compliance and regulations such as HMDA, Reg B, TRID
Preferred Encompass 360 experience
Excellent knowledge of Microsoft Outlook, Word and Excel
Demonstrated ability to work with multiple parties at varying levels of responsibility across the organization
Thorough and current knowledge of the mortgage industry
Ability to translate plans/policies into specific goals, tactics, action plans and deliverables
Excellent organization, planning, time management, communication and relationship building skills
Ability to work independently and under pressure in a fast paced and dynamic environment handling multiple competing tasks simultaneously to closure
Excellent oral and written communication and interpersonal skills, strong work ethic and critical thinking skills
Working knowledge of federal and state compliance laws and regulations including a proven ability to apply these requirements to business practices, systems and identify and assess compliance risk
Experience with MS Word, MS Excel, Power Point

186

Data Services Reporting Specialist Resume Examples & Samples

Provide support to Wealth Management business and functional areas by executing data requests & inquiries
Follow best practices and protocols to ensure business purpose, intended audience, etc. while preserving data integrity (Using golden source and definitions)
Proactively identify opportunities to streamline, automate, and visualize data
Identify data requests that are potential client/financial advisor opportunities that could be leveraged for next best actions for our Financial Advisors
BA/BSc in Computer Science or a related degree, or equivalent education and work experience
3-6 years experience running SQL queries using large scale databases (Teradata, Sybase, DB2, Microsoft SQL Server, T-SQL or equivalent)
Experience in analyzing requirements from business users
Experience in analyzing data integrity
Thorough understanding of relational database concepts
Knowledge of Wealth Management is a plus

187

SQL Reporting Specialist Resume Examples & Samples

Create and maintain ad hoc SQL reports as per request
Data mining and investigation in various AP databases
Schedule and maintain automatic reports
Ensure audit trail
Adhere to procedures and manuals related to the job
Take part in projects analysis as required
Contribute to Accounts Payable EMEA Measurement statistics
Adhere to application compliance guidelines and all other IBM policies related to the job
SQL knowledge
Good application knowledge
QMF knowledge
VB Macro experience
Batch/shell scripting experience
MVS Mainframe knowledge
AP or P2P experience

188

Tax Reporting Specialist Resume Examples & Samples

College Plan Savings Accounts
1099-Q Reporting
529 processing

189

Financial Reporting Specialist Resume Examples & Samples

Client Support and team management
4 to 8 years of related FP&A experience
Strong communicator with excellent written and verbal skills in English
Proficient at excel

190

Testing & Reporting Specialist Resume Examples & Samples

Your ability to adapt to a rapidly changing environment
You bring a passion for excellent individual results in quality, accuracy and rate of production
You have experience in using multiple interacting systems including Microsoft Office products
You have the ability to stay organized while experiencing changing priorities
You would be able to read and understand retirement plan documents
You have great written and verbal communication skills with a proven ability to communicate complex topics
You have demonstrated problem solving skills in complicated scenarios
You are experienced in math and accounting reconciliation
You desire to provide great client service and consulting to our Plan Sponsors
You will need to demonstrate a strong knowledge of Defined Contribution plan rules and regulations (ERISA, DOL, IRS)

191

Compliance Testing & Monitoring Monitoring & Reporting Specialist Resume Examples & Samples

Helping to develop and expand the Compliance risk-based monitoring program
Developing and maintaining appropriate reporting for the CTM program
Performing targeted and repetitive testing as part of the monitoring program
Attending meetings and developing relationships with advisory Compliance in order to understand the businesses and any potential issues
Reviewing metrics and reporting from across the organization in order to identify emerging or potential risks
Reviewing Audit, Compliance and regulatory findings, as part of the regular monitoring strategy
Liaising with the Paris monitoring team, as required, in order to leverage existing processes and information channels, where practical
Strong Excel and PowerPoint skills required
Experience developing reporting for senior management or global firm distribution

192

Reporting Specialist Resume Examples & Samples

Data gathering, tabulation, manipulation and visualization
Process Automation through VBA code development
Relational databases (MS Access) / SQL
Root cause analysis and graphical visualization of data
Interaction, coordination and liaising with stakeholders
Performing regular and ad-hoc complex reporting tasks

193

Sales Reporting Specialist Resume Examples & Samples

Administrate Merkur reporting system primarily for users in CZ/SK
Provide different organisational levels with relevant sales performance data on daily, weekly and monthly basis
Communicate with Sales Controlling and Customer Service to ensure consistent data in Sales systems
Maintain relevant information systems in sales, especially Merkur
Maintain master data in sales systems
Develop elementary modifications to sales systems
High school with minimum 2 years of experience in FMCG, preferably in Sales
Czech/Slovak language is required
SQL Server knowledge is preferred
Must have excellent knowledge of MS Office, especially MS Excel
Visual Basic knowledge is preferred
Driving licence is a must

194

Reporting Specialist Ww Partner Business Center Resume Examples & Samples

Ensures timely and accurate report generation
Prepare reports for the WW PBC management team (Renewal, Expiring partners, Partners to be renewed on a quarterly basis, MyPartner reports, Call type reporting, GCCA & LP Chat reports, Segmentation report, APEX management and reporting etc.)
Provide statistics, trends and reports for regular and ad-hoc analysis
Consolidate, analyze data as per agreed format
Participate in meetings/conferences and get consensus on establishing a reporting framework and ways of enhancing the existent data basis with management
Publish all reports on Beehive
Perform and execute ad-hoc tasks as requested by the WW PBC management team
Be proficient in using Excel and PPT
Excellent verbal and written English communication
Extended experience in providing reports & analysis
Ability to create reports under a deadline
Proactively handle multiple tasks and prioritise
Team player – ability to work in team while prioritising overall workload
Bachelors Degree or final year of study

195

Database Reporting Specialist Resume Examples & Samples

Managing Business Information and standard reporting
Providing performance indicator (i.e. scorecard, business package, closing information) to support cadence and Business review
Providing intermediate analytical support and business processes recommendation and advice
Supporting project intake, execution and acceptance to secure process execution (all related to the Service Administration)

196

GOS Reporting Specialist Resume Examples & Samples

Analytical Thinking
Communication (Oral/Written)
Detail-oriented
Individual Contributor
Multi-tasking
Performs Well Under Pressure
PresentationSkills/PublicSpeak
Problem Solving/DecisionMaking
Strategic Thinking
Time Management

197

Lead Safety Reporting Specialist Resume Examples & Samples

University degree (preferably life sciences)
At least 3 years’ experience in the Pharmaceutical Industry, with at least 2 years’ experience in safety reporting or clinical research
Demonstrated strong organizational, interpersonal and communication skills and experience of working in cross-functional teams, in an international environment
Effective decision-making and problem-solving skills, in order to address safety and compliance issues in a timely manner
Understanding of the broader impact and possible implications of safety and compliance issues
Ability to work accurately to tight timelines
Excellent German and English language skills (written and spoken)
Excellent computer skills, MS Office Suite, ideally knowledge of system life-cycle management and validation

198

HR Reporting Specialist Resume Examples & Samples

Understand the Organisation structure, as well as the related data in the various HR systems in order to create/provide the appropriate and accurate reports
Manage time effectively within a fast paced environment to deliver a high quality output under tight deadlines
Creates reports to support Government Mandated Reporting
Extracts data from various sources, including HR applications like SAP, Success Factors and Taleo
Runs regular scheduled reports as well as on-demand reports
Presents relevant data and trends in clear, concise reports/dashboards
Gathers Report requirements from HR, and occasionally other Functions
Develops, maintains, and continuously improves reporting processes
Excellent Attention to detail
A high degree of personal initiative

199

Reporting Specialist Healthcare Technology Management Resume Examples & Samples

Performs basic bookkeeping tasks to provide relevant, reliable, timely and accurate financial information in the form of various reports to assist HTM management in strategic decision making
Analyzes financial data to produce reports relative to budgets and forecasts●
Reconciles invoice discrepancies and ensures accuracy of invoices. Matches invoices for payment
Identifies variances to budgeted revenue and expenses. Communicates with appropriate HTM staff to develop reports that identify variance causes so that required changes can be made to remedy any negative variances
Participates in creating various spreadsheets providing analysis and generating charts and graphs to illustrate financial trends and to present clear, understandable information.Works with AIMS CMMS and the Systems Administrator to ensure financial data in AIMS is entered and accurate

200

Data Reporting Specialist Resume Examples & Samples

2+ years of program coordination or administration experience, Workforce Education experience, HR reporting and/or employee training related roles
Ability to travel as needed
Experience working with data and systems feed and communicating data findings
Experience tracking and reporting program metrics
Experienced in working in international, sometimes virtual teams
Demonstrated ability to thrive in a fast paced, constantly improving and innovative work environment
Analytical and reporting skills, passion to “follow-up”
Experience working with confidential information and exercising strong professional judgment
Excellent written and verbal communications skills - ability to interface with all levels of the organization and in all types of situations including conflict resolution
Customer service orientation with a demonstrated desire to exceed service and experience expectations – ability to meet the needs of and work with all different types of customers (associates, managers, HR, executives and external business partners)

201

Reporting Specialist Resume Examples & Samples

Support and cooperate with all 3rd party service providers within statutory, US GAAP and tax accounting area
Support statutory financial statements preparation process, provide business input and review of the deliverables provided by the 3rd party accounting company (6 standalone financial statements, 1 consolidated financial statement)
Provide input and review additional statutory reporting output (i.e. GAAP to GAAP reconciliation, Directors’ reporting, MD&A, EOC margin reconciliation)
Support statutory audits, provide information on auditors request
Review US GAAP reporting to HQ (monthly, quarterly and annual reporting)
Prepare various reports and analysis on request
Monitor accounting books on a daily basis, checking correctness of the accounting entries
Support / backup for the tax accounting activities
Support other audits (i.e. US GAAP periodic audits, VAT audits)
Participate in various projects as finance key user
University degree in finance/ accounting/ economics
Knowledge of Polish accounting standards and local tax requirements
Knowledge of US accounting standards, understanding of US GAAP requirements
Knowledge of SAP
Strong communication skills (including communication in English, both verbal and written)
At least 3 years experience in finance/ accounting independent positions
Reliable, trustworthy, proactive with a “can do” attitude and a high sense of responsibility to deliver the expected results
Experience in working for international companies is preferred

202

Clinical Trial Results Reporting Specialist Resume Examples & Samples

Enters results from clinical trials in US and EU databases
Reviews data within a Clinical Study Report (CSR) to determine information required to be publicly reported
Analyzes clinical trials data to ensure accuracy and completeness
Develops lay language summaries geared toward patients using the CSR, statistical data and study protocol as source documents using knowledge of biology or other science field
Files reporting extensions when appropriate
Liaisons with the Statisticians, Medical Monitors, Protocol Manager, and Medical Writers on all trials - operates as part of team to ensure the data best supports results and is consistent with other public forms of trial results. (i.e. publication in a clinical journal)
Trains and develops job aids and update user guides as needed
Represents Clinical Trial Transparency Group on internal workstreams related to proposed changes to automation systems and other proposed changes that may impact this team and their activities
Develops and own clinical trial data disclosure processes
Work experience in quality, regulatory, compliance, clinical research or drug development, clinical research preferred
Familiarity with clinical trial protocols and reports desirable
US military experience will be considered towards industry experience requirements
1604439

203

Intelligence Production & Reporting Specialist Resume Examples & Samples

Generate initial intelligence reporting documents in such subject areas human signatures intelligence (HSI), captured material exploitation (CME), weapons technical intelligence (WTI), and weapons of mass destruction (WMD) technical forensics
The IPRS may perform some or all of the following tasks: generate documents based on the results of collection or exploitation activities
Answer requests for information regarding data that is controlled by Advanced Technical Intelligence (ATI) Center
Identify intelligence requirements which can be addressed by ATI
Create products which can address those identify intelligence requirements
Create documentation (e.g., briefings, read ahead packages, minutes) to be used by DIA attendees at IC level working groups
Apply knowledge in their areas of expertise to support operational decisions that must be made by DIA management
Current DoD TS/SCI security clearance with CI poly

204

Financial & Regulatory Reporting Specialist Resume Examples & Samples

Ensure reporting Excel (accounts workbook) builds are updated in line with Regulatory/Technical requirements, Client requirements and new fund launches
Assist the team with new client on boarding, building new processes as required
Provide technical support to the Unit in relation to legislative and regulatory updates for MMIF, Monthly NAV, Non-Irish and financial statements
Support the Reporting Team during peak periods
Develop and maintain positive and constructive working relationships with various internal Citi stakeholders, and with clients as required
Working closely with other relevant operations teams to ensure that process risks are minimised
Provide help to define operations business needs and requirements, and drive new developments and enhancements forward in the operating model
Ensure quality in the implementation of system and process improvements within the team and ensure best practice is shared across the site
Maintain process development log in line with requests and agree priorities with AVPs
Involvement in key automation project and process improvements
Share specialist knowledge with colleagues
Knowledge of Mutual Fund Accounting, Regulatory and Client Reporting are essential
Highly numerate and analytic

205

Strategic Reporting Specialist Resume Examples & Samples

Provide timely and accurate reporting and analytical support for financial, operational, and management metrics
Manage reporting and enhancement requests with KTG specific to SAP & Finance scope
Provide excellent customer service to all internal and external Kiewit departments; understands Kiewit’s core business and promotes a sense of urgency toward business critical issues
Identify process improvement opportunities and collaborate with appropriate parties to support efforts to implement targeted improvements
Design reporting solutions for KBS encompassing cost, speed, quality, and customer satisfaction
Generate, format, and analyze reports out of SAP
Utilize Tableau or other analytic software to publish results
Develop and maintain a network with all levels of the company management
Proactively support Kiewit’s and KBS’ goals and strategies
Assisting supervisor on ad hoc projects
Willingness to learn and perform other duties as needed
Bachelors in Accounting, Finance, and Business or experience in a related field
Proficient in Microsoft Office, especially Excel
Highly motivated and self-directed; initiative and a sense of urgency to get things done
Critical thinking and problem solving skills; ability to use logic and reasoning to analyze and identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
Excellent oral, written, presentation communication skills
SAP Finance Experience preferred
Experience in professional business environment is preferred

206

Compliance Testing & Reporting Specialist Resume Examples & Samples

Performing compliance testing
Preparing Form 5500 annual reports
Supporting audit inquiries and governmental filings
Frequent communication with internal and external partners

207

SAP Digital, Business Reporting Specialist Resume Examples & Samples

Candidates can be located in the vicinity of Newtown Square, NYC, or Palo Alto**
Design and develop management dashboards using SAP visualization tools
Responsible for extracting data from multiple data sources, creating macros to cleanse, merge, and format data to develop meaningful reports
Hands-on business report designer, user, tester, trainer
Bridge the technology and business worlds by breaking down business reporting requirements into rapid prototyping and implementation cycles
Ability to quickly understand new SAP Digital product offerings, and determine business reporting implications to proactively define requirements
Learn, adopt and consume new technologies that are relevant to SAP Digital business reporting
Responsiveness to wide variety of business operations support requests and questions from SAP Digital colleagues across all regions
Possess outstanding project management skills and a strong attention to detail combined with an enthusiasm for problem solving
Bachelor’s degree required in Information Sciences or related field of study
Proven expertise with MS Excel and SQL queries to rationalize and normalize business data
Passion for accuracy and always-on conscientious attention to detail
Experience with SAP systems and cloud solutions preferred
Excellent oral, written and interpersonal communication skills
Experience working with global teams virtually to drive results in a timely manner
Accustomed to driving results in cross-functional environments with little instruction or oversight
Able to quickly build trusted relationships and credibility with business and technical leaders
Enjoy working, learning, and delivering in a fast-paced environment
3+ years of professional business experience in software support/operations with a successful delivery track record
2+ years’ experience with data reporting and analysis. Demonstration of SQL expertise will be required as part of the interview process
Business and operational reporting experience in a digital commerce environment is highly preferred
Work experience building business reports using visualization tools preferred
Work experience with Adobe Analytics, Google Analytics or similar tools preferred
A high degree of personal initiative, as well as outstanding interpersonal, collaboration, listening, verbal and written communications and process facilitation skills are critical to succeed

208

Fund for Gender Equality Monitoring & Reporting Specialist for Arab States Resume Examples & Samples

Day-to-day monitoring, and technical assistance for effective and efficient programme implementation and reporting is done by 4 Regional Programme Monitoring and Reporting Specialist based in UNW Regional Offices, together with UN Women Focal Points at country level
The FGE Monitoring and Reporting Specialist that is mainly responsible for the oversight and management of the Arab States whom shall provide mainly technical assistance and supervision to 6 Arab states Grantees in the region
Technical Assistance, Monitoring, Reporting & Evaluation of Grants
Submit AS FGE inputs in contribution to UN Women reports including quarterly RMS and OEEF UNW system reports, Annual Report to RO and FGE, and other corporate reports in line with UN Women requirements, and UNW targets on economic empowerment and political participation
Support the rolling out of the Grant Management System for management, reporting and knowledge exchange of FGE portfolio, and ensure proper application by all concerned
Finalize a one brief report on FGE successes, main trends and results in political and economic empowerment programming across FGE implemented/closed programmes in the AS with close coordination with FGE secretariat
Strategic Communications & Fundraising
Strengthen coordination, communication and alignment with UN Women Arab States Regional Office, Multi-Country Office, Country Offices and Programme offices and advisors in the field to ensure proper mainstreaming of the Fund within strategic objectives of UN Women
Liaise with FGE Focal Points and concerned country offices for timely implementation and increased accountability
ROAS Technical Support
Participate in ROAS staff meetings, Programme Coordination Meeting, and other relevant RO events, etc
Provide inputs to WEE and WPE RO initiatives, including RD reports or other programmes developed in ROAS
Mainly Provide support as requested by the RD i.e. to strengthen UNW country programming in countries with expanding presence
Minimum of five years of experience working in monitoring and reporting including
List of 3 references
Financial proposal

209

IT Risk Reporting Specialist Resume Examples & Samples

Perform policy gap analysis to ensure they align to industry frameworks, best practices, client demands, and local/regional regulatory requirements
Act as the IT policy subject matter expert and respond to policy inquiries
Contribute to development of IT Risk Management reporting strategy and roadmap
Collaborate with key stakeholders to ensure risks are being reported and maintained in respective repositories
Coordinate with risk mitigation owners to understand status of mitigation, challenges, and report on output of risk assessments
Familiarity with local and regional regulatory requirements and how they impact IT policies
Extensive experience with Microsoft Office Suite, i.e., Word, Excel, PowerPoint, and Visio
Strong English language skills, good writing, presentation, interpersonal, and communication skills are required
Three or more years of experience authoring global IT and/or Information Security policies, following an industry policy framework
Three or more years of experience developing reporting strategies, including data mining, tool strategy, and analysis

210

Data Reporting Specialist Resume Examples & Samples

A Bachelor’s Degree in Computer Science, MIS or related field is required or the equivalent in documented
In addition to the education requirement, a minimum of one year of design, development, testing or data reporting
Solid analytical and logical programming skills, including SQL, SSRS, ASP.Net, Crystal Reports and MS Access
The individual must be detail-oriented with excellent written and verbal communication skills
Excellent collaborative and leadership skills are necessary to work with the various departments within the division
Self-motivated, able to deliver results through effective time-management and organizational skills
Experience in the financial services industry or familiarity with mortgage operations is preferred
Professional certifications (e.g., MCSD, ACE, ISC, CSSLP, CDS, C/C++, etc.) are a plus
Bilingual; English/Spanish
Three years of design, development, testing or data reporting experience and familiarity with Business Application Software
This job requires constant manual dexterity and sitting
This job occasionally requires walking and standing
This job rarely requires balancing, bending or stooping, climbing stairs, kneeling or lifting & carrying up to 10 pounds
This job has strict deadlines with variable lead times; work volume can be unpredictable
Interruptions from customers, peers, managers or others may be present with the need to prioritize tasks

211

Financial Reporting Specialist Resume Examples & Samples

Ensure the accuracy, reasonability and completeness of GAAP financial results, including the balance sheet and income statement
Prepare the monthly and quarterly financial close process, including preparing journal entries and reconciling accounts
Prepare the financial results of the business to various audiences, including senior management, by providing insightful and impactful analytics
Become familiar with new accounting guidance and determine how it should apply
Develop and support internal control standards to ensure compliance with Sarbanes-Oxley and other external accounting policies and standards
Respond to annual audit requests and provide well supported material
Assist in business specific special projects and ad-hoc requests as needed
Bachelor’s degree in Accounting, Finance or Economics. MBA, CPA, or CFA is a plus
3+ years of experience in financial analysis or reporting
Strong analytical skills and financial modeling experience
Strong interpersonal and communication skills, including the ability to explain technical issues in a concise and understandable manner to non subject matter experts, both verbally and in writing
Demonstrated commitment to growth with desire to learn and continuous improvement mindset

212

Financial Reporting Specialist Resume Examples & Samples

Execute timely and accurate completion of general ledger close responsibilities in support of Annuities business
Prepare journal entries and account reconciliations
Support management and customers with analysis
Identify, research and resolve notable variances and unreconciled items
Serve as point person for Annuities business contacts
Collaborate with Business Unit Finance areas, Corporate areas and other internal business partners on accounting and reporting matters
Develop, maintain and share applicable analysis and work papers with customers and across FSS
Provide internal and external audit support
Support project initiatives as assigned
Seek out and develop process improvements
Bachelor’s or Graduate degree in Accounting or Finance (CPA or MBA a plus)
3-5 years of financial reporting experience or related field
Experience with Prudential Financial Systems preferred but not required (Essbase, OBI, PPM, DRM Hierarchies and TMS)
Highly motivated and creative problem solver; strategic thinker

213

Customer Reporting Specialist Resume Examples & Samples

Evaluates reports for accuracy, testing of new and existing applications
Conducts data mining and analysis
Ensures customer contractual requirements are met with timeliness and accuracy
Interfaces with customers
Experience in an office environment utilizing Excel spreadsheets and math skills, including creating Pivot Tables and using advanced features such as VLOOKUPS
Regular attendance and punctuality required

214

Data & Reporting Specialist Resume Examples & Samples

Executing scheduled reports and metrics
Developing and enhancing reports to meet business needs
Developing ad-hoc queries and analyses
Integrating data across multiple platforms
Applying data governance by auditing and maintaining data
Improving processes and related data collection in coordination with subject matter experts
Participate in the rollout of new modules and system enhancements
An inquisitive passion for data, analysis, and process, combined with a knack for problem solving
A recent graduate with a degree in Business, Managerial Science, Computer Science, or related discipline
Although HR experience is not a requirement a good understanding of people metrics is important, while business acumen is critical
Data analysis skills including advanced use of Microsoft Excel and Microsoft Access, other data tools like SQL, visualization and statistical packages are also welcome
A fundamental understanding of data architecture including data standardization data normalization and being able to write QA/QC procedures for data
Data storytelling capabilities to communicate findings and concepts that will drive action

215

Database Reporting Specialist Resume Examples & Samples

Design and develop reports using Microsoft Reporting Services
Extract and transform data to feed reports
Work as part of a technical project team delivering a quality service to multiple clients
Resolve incidents affecting the operation/availability of high profile production systems
At least one year experience with Microsoft SQL Server and Reporting Services
Ability to work in Windows Server 2003/2008 or Unix/Linux environment
Programming skills in .net or PowerShell would be an advantage

216

Fraud / Abuse Reporting Specialist Resume Examples & Samples

Provide support to end-users in identifying suspected healthcare fraud via ad hoc reports generated using data mining tools such as BusinessObjects, SQL or SAS
Assist end-users in retrieving, reporting, and interpreting warehouse data
Review ad-hoc and operational reports developed and presented by team members
Provide focused, onsite consultation to fraud and abuse related program areas
Identify BI system enhancements or improvements that increase the efficient use of the system or the retrieval, interpretation, and presentation of the data from the warehouse
Provide customer with a functional analysis of system changes
Analyze, review, forecast, and trend complex healthcare data
Present analysis and interpretation for operational and business review and planning
Develop and deliver technical and subject-matter papers, presentations and training courses
Three (3) years of experience in health care, including fraud and abuse detection, defining business processes/requirements, developing and documenting solutions, testing and implementation
Three (3) years of experience using BusinessObjects or Cognos for developing and maintaining business intelligence and complex analytic reports
Experience with Medicaid or other health data specific to state and federal policies/procedures
Excellent analytical, writing, presentation, communication, time management, problem solving, and organizational skills
Proficiency with Microsoft Word, Excel, PowerPoint
Associate’s Degree in related field
SQL or SAS experience
Bachelor's Degree in related field

217

Hris Reporting Specialist Resume Examples & Samples

Demonstrable experience of developing and delivering large scale Oracle HCM/HRMS based technology solutions in an international business environment
Knowledge with OBIEE , OBIA, Taleo OBI, OTBI Reports and BIP Reporting
Familiar with data modeling principles and techniques
Basic knowledge in Taleo and Fusion
Knowledge in Oracle SOA / BPM Worklist Views
Experience with Tableau preferred
Strong leadership and project management skills
Able to work under pressure to meet deadlines; good organizational, planning & time management skills
Proactive in seeking information, challenging norms and driving efficiency
Ability to travel domestically and internationally. Up to 20% for the first year and will likely be reduced in following years

218

Reporting Specialist Sales Ops Resume Examples & Samples

Minimum one year of office experience in an office environment
High attention to detail and ability to follow detailed directions
Good typing, grammar and spelling skills
Basic computer skills to include Microsoft Word and Outlook
Knowledge of spreadsheet applications such as Microsoft Excel
Computer proficiency to include: Microsoft Excel, PowerPoint, Word and Outlook. MS Access a plus
Intermediate to advanced skills in Microsoft Excel
Proven customer service skills, with the ability to maintain a professional attitude and demeanor while managing multiple deadline-oriented projects
Experience using multiple computer platforms, sales environment platforms a plus

219

Financial Reporting Specialist Resume Examples & Samples

Manage controlling activities by structuring, preparing and presenting reports and analyses for shareholder, top management and other departments
Coordinate information flows from regional offices and other departments, collecting all the necessary data to develop financial analyses
Monitor actual financial metrics, analyzing deviations from budget and forecast. Build budget and forecast plans liaising with regional offices and top management
Run monthly closures on consolidated gross margin, prepare and comment reports for top management and the shareholder
Analyze on a semi-monthly basis wholesale sales by region, by client and by product and publish quarterly reports for top management
Control capital expenditures, liaising with store planning and industrial operations departments. Assess investments returns for new openings, refurbishments of directly operated stores

220

Medical Evaluation & Medical Device Reporting Specialist Resume Examples & Samples

Coordinate with team to determine if the reported complaint was associated with a malfunction, serious injury or death and whether the complaint documentation is complete and accurate
Review and evaluate complaints for MDR reporting decisions in accordance with 21CFR 803
Responsible for conducting medical evaluations, information gather, communicate with medical professionals, end user, etc., for MDR determinations
Determines final reportability of complaints per MDR regulations in accordance with 21 CFR 803 when team is unable to come to a decision
Responsible for escalating any new, unknown risk or hazards for further evaluation and decisions
Responsible for medical evaluation documentation reviews
Review and evaluation of complaints with new or additional information to determine if the complaint requires MDR reporting and file MDRs as required
Complaints requiring an MDR will be filed within 5/30 days of information that necessitates the MDR
Complaints requiring a supplemental MDR will be filed within 30 days of the new or added information that necessitates supplemental MDRs
Work with multidisciplinary and cross-functional teams from various business units to ensure the timely completion and closure of reportable complaints
College Degree in Life Science BS, RN, LPN, required, Biomedical Science, or similar relevant clinical discipline, specifically or equivalent combination of education and experience
3-5 years of regulatory or Nursing, Clinical or Biomedical staff or / hospital facility administration
Device or other FDA regulated industry; post market surveillance and handling of complaints for medical devices (Complaint Evaluation / Medical Device Reporting / Safety / Compliance) a plus
Ability to understand the potential implications of medical device malfunctions or failures and how these might impact patients or users. Ability to assess limited and conflicting information and take accurate decisions based on available data. Healthcare experience a plus
Experience with TrackWise or similar complaint handling database a plus
Planning and organizing workload to ensure the efficient use of limited time and resources
Prioritizing own work to effectively achieve objectives and standards
Demonstrating flexible and positive “can do” approach to delivering successful team results
Experience in good documentation practice and recordkeeping
Ability and willingness’ to make decisions in a fast pace environment with attention to detail

221

Risk Reporting Specialist Resume Examples & Samples

Calculate measure and stress results for MtM/OCI accounting impact
Ongoing reporting process for MtM/OCI accounting impact (including inputs to RiskCo and Board packages)
Calculate and report sensitivities-based EVE Stress Test results
Ongoing reporting process for EVE
V&C and M.I. over legal entity hedging activities performed by the business to manage IRRBB and MtM/OCI volatility
Conduct and/or oversee the legal entity hedge accounting activities
Establish and document economic relationship of hedge and hedged item for accounting and Volcker
Maintain documentation for designations of cash-flow and fair-value hedges
Conduct and/or oversee hedge effectiveness testing
5-7 of experience in finance-related roles within banking and financial services with exposure to financial products, including IR derivatives
Understanding of financial statement analysis and accounting for financial products
Strong desktop data application skills, as well as facility with Powerpoint
Academic familiarity with present value inputs and calculations
CPA / MBA a plus

222

Inventory & Production Reporting Specialist Resume Examples & Samples

Reviews and closes all production orders
Identifies and corrects transactional errors for production related entries found in SAP (i.e. End of Shift Reports). Reports error findings to Finance and plant management. Partners with them to develop Corrective Action Plan
Process inventory adjustments when needed to reflect overruns, quality issues, phantom inventory, etc. once approved by leadership and/or Finance
Manages consignment inventory by performing/auditing monthly inventory count, comparing incoming inventory to previous month end numbers and determining period usage
Completes reconciliation of Chep and Peco pallet programs
Completes other tasks as requested by Plant Management, if approved by the Finance Department
Strong computer skills including SAP, Microsoft Office (especially Excel)
5% - 10% travel required
Ability to interact with shop floor personnel, plant management and Finance
Effective problem solving skills
1 -3 years of manufacturing experience. Including experience in inventory Control and Manufacturing Production reporting preferred

223

Inventory & Production Reporting Specialist Resume Examples & Samples

Generates daily sales analysis report and Snapshot report for managers and other personnel to update supervisors on the status of daily progress in sales, production, etc
Handles requests from vendors for financial information i.e. (tax exemption, 1099, credit references)
Assist with month-end close reconciliations and reporting
Assist with daily accounting and reporting activities
Identifies and corrects transactional errors for production related entries found in Radius (i.e. End of Shift Reports). Reports error findings to Finance and plant management. Partners with them to develop Corrective Action Plan
Acts as Subject Matter Expert and trainer for plant employees on Radius. Trains employees on correct ways to utilize and accurately enter data into software
Responsible for compliance with all facility food safety, food defense, and quality policies and procedures including product safety (GMPs)/Sanitation policies and procedures. Employee must continually work to promote the orderliness and cleanliness of their work area in support of SQF/5’s and other company standards
Must be supportive of GPI’s Mission, Vision, and Core Values (Integrity, Respect, Accountability, Relationships, and Teamwork)
Must be supportive and involved in GPI efforts for LEAN, 5’s, Six Sigma and other Continuous Improvement programs and processes
Strives to clearly understand customer requirements and delivers results to meet or exceed customer expectations
General accounting principles and practices
Expanded computer experience with SAP software and Radius computer software a plus
Experience in Excel spreadsheets/graphs
Good communication skills required
Minimum of High School Diploma, GED

224

Procurement Reporting Specialist Resume Examples & Samples

Maintains and helps develop Purchasing-Contract Services reports (e.g., weekly, quarterly and annual reports)
Uses appropriate techniques to analyze financial and contract data points for trends/inconsistencies/opportunities for efficiencies
Utilize creativity to develop relevant and valuable reports
Work effectively with Strategic Sourcing, Purchasing, Accounting, and business partners to analyze data and meet Service Level Agreements on report distribution timelines
Recommend process improvements for executing and presenting reports
Develops subject matter expertise on all aspects of Contract Services reports (e.g., data sources, techniques utilized, SLAs, distribution list)
Document all Contract Services processes and procedures
Serve as back-up for the intake specialist (i.e., review and process new Contract Services requests) when directed by the Contract Services Manager

225

Financial Reporting Specialist Resume Examples & Samples

Detailed review of data included in financial reports for clerical accuracy and completeness
Supervise and develop staff
Respond to questions and requests for information from regulators, auditors, management and others
Work with the staff and areas providing source documents to implement new reporting requirements and coordinate the annual review and validation of the source documents

226

Financial Reporting Specialist Resume Examples & Samples

Prepare various monthly internal reports
Prepare various monthly and quarterly external reports
Assist in preparation of the US GAAP consolidated financial statements
Perform various tasks related to the consolidation of subsidiary financial statements
Special projects as assigned

227

Business Analysis & Reporting Specialist Resume Examples & Samples

Performance Management – providing management reporting, communication and client reporting, focusing on the overall business unit performance against objectives. Proactively highlighting issues and risks to the objectives, defining solutions and driving remedies to completion
Special Projects - participating in initiatives as assigned by Sr. management including presentations, ad-hoc analysis, People agenda and support
Business Continuity Design & Refresh plans and coordinate business resiliency testing on periodic basis to ensure 100% compliance
Positively and creatively influence change within the department and champion critical department and team initiatives
Bachelor’s degree required and minimum 3-5 years experience in Operations /Business Management
Strong presentation skills – role requires designing, drafting and finalization of materials for review with senior business and operations partners
Proficiency in MS Office – PowerPoint and Excel
Ability to work under tight deadlines and in fast-paced environment
Strong conflict resolution, problem solving skills & quick decision-making ability

228

Financial Reporting Specialist Resume Examples & Samples

Prepare analytical schedules for the reporting of Assets Under Management (AUM) on a monthly and quarterly basis in collaboration with PGIM Business Units
Assist in the consolidation and analysis of schedules in preparation of the Quarterly Results Review Package (QRRP), a comprehensive business performance analysis
Prepare and maintain monthly/quarterly income statements for the various business units within Asset Management segment
Assist in preparation of quarterly schedules including Fixed Assets, Goodwill and Intangibles, Accounts Receivable Aging Reports
Assist in PASS account reconciliations for PGIM, Inc
Bachelor’s degree in Accounting, Finance or Economics. MBA, CPA is a plus
3-5 years of experience in financial analysis or reporting
Strong interpersonal and communication skills, including the ability to explain technical issues in a concise and understandable manner to non-subject matter experts, both verbally and in writing

229

Business Intelligence Reporting Specialist Resume Examples & Samples

Collaborates with end users to identify needs and opportunities for improved data management and delivery
Designs and builds Queries, Reports, and Dashboards using Eaton Vance established frameworks and standards
Assists management in the development of project timelines and documentation
Leads client demonstrations and requirement collection meetings, reviewing application prototypes and functionality enhancements
Supports and administers production applications which may include system enhancements, bug fixes, and general administration

230

Hris Reporting Specialist Resume Examples & Samples

Serve as SAP reporting expert and functional expert for HR/Payroll Shared Services
Write, maintain and support a variety of reports or queries utilizing appropriate reporting tools including BW Analysis, Query Manager and SAP Info set Query
Build and code queries using ABAP programming in Query Manager
Conduct routine audits of various payroll, HR or Benefits records/files to ensure accuracy and compliance
Produce weekly, monthly, and quarterly reports and ad hoc reporting to ensure data integrity
Serve as liaison with information systems team in resolving configuration and related problems and/or implementing functionality changes. Assist with testing new SAP functionality or changes (wage types, infotype and configuration changes)
Monitor benefit eligibility compared SAP Benefit Master Data
Support upgrades, support pack testing, new hospital integrations and other projects as assigned
Provide support for BW Analysis including customer service, troubleshooting, upgrade, enhancement, testing and training
Participate in quality assurance reviews and quality control monitoring efforts
1+ year of experience working in an enterprise resource planning environment or other HRIS/HRMS position is required
1+ years of data analysis experience, preferred in reporting function role supporting HR, payroll and benefit unit
1+ year of experience with ABAP programming or other equivalent programming and knowledge of SQL
Strong understanding of human resources, payroll and benefit data
Knowledge of HRMS database design, structure, functions and processes, and experience with databases tools
Demonstrated project and time management skills
Demonstrate analytical and problem-solving skills with experience applying these skills within complex programs to address business and reporting requirements
Ability to operate effectively in a dynamic, fast-paced, results-oriented environment, and be flexible and adaptable to changing situations. Ability to multiple task while meeting deadlines
Have excellent oral and written communication skills
Reporting experience with SAP or other ERP (Oracle, PeopleSoft, etc.) and Programming Experience with SAP ABAP
BI reporting a plus

231

Accounting, Closing & Reporting Specialist Resume Examples & Samples

Responsible for assigned country's accounting function/transactions within the Hub and to Ensure that general accounting processes and function is in adherence to SIEMENS policies and IFRS
Ensure transactions are recorded in conformance with IFRS and adequate internal controls are in place and in line with Siemens International Chart of Accounts
Monitor and manage key Balance Sheet positions for assigned country; e.g. GR IR, GIT, Unallocated AR, Advances to Suppliers, Retention, Advances from Customer and Retention, PoC Inventory- Drive Balance Sheet Review process for assigned country Divisions independently and provide remediation and solution for topics arising. Ensure close business proximity
Responsible for resolving reporting and closing queries qualitatively and develop controls to avoid repeated issues
Support quarterly and yearly external audit process by providing timely information and resolve queries from auditor qualitatively
Ensure month end closing process is executed smoothly in coordination with relevant region and reporting tool is done with high quality and as per defined timelines
Ensure timely and qualitative reporting of Financial Disclosures
A trusted Business Partner for Divisions -focusing on guiding on complex accounting topics, remediate issues timely and effective monitoring of topics
Contribute to regional process improvement initiatives and to drive successful implementation of the initiatives

232

Business Analysis & Reporting Specialist Resume Examples & Samples

College degree in field related to finance or business preferred
A minimum of two years indirect credit underwriting and analysis experience
Excellent attention to detail to skills
Knowledge of financial products, policies and procedures
Service oriented and ability to maintain relationships
Strong Excel and PowerPoint skills, with MS Access being a plus

233

Business Intelligence Reporting Specialist Resume Examples & Samples

Design, develop, implement and maintain dashboards, reports and self-service capabilities in the Business Intelligence front-end tools (Microstrategy) based on customer requirements
Translate business requirements to user stories, functional requirements and solution design
Maintain and expand knowledge of the Business Intelligence front-end tools within the organization
Work with technical teams and end-users from the business to ensure that the Business Intelligence function delivers the required outcome on supported platforms
Organize and lead workshops & training for business users
Setup test scenarios
Perform quality assurance functions as they relate to reporting and data validation
Analyze and interpret data for business and operational initiatives
Research data anomalies and engage business and operational stakeholders to develop solutions

234

Tax Reporting Specialist Resume Examples & Samples

Bachelor’s degree in Finance, Accounting or similar; CPA / Masters in Taxation / qualification in direct and/or indirect taxes is preferred
At least 3-5 years of tax compliance experience across APAC, preferably with a Big-4 background
Good knowledge of tax accounting and compliance in APAC is essential. Experience with accounting/ERP systems is a plus
Good command of written, verbal, co-ordination and presentation skills
Detail oriented, analytical, organized, and team player

235

Analysis & Reporting Specialist Resume Examples & Samples

Adherence to risk management requirements, including regulatory and product changes
Participation in root cause problem solving sessions where minute taking and task follow up are required
Research and problem solving
Gathering and reporting of statistical data
Administration of Access databases across multiple business units
Procedure writing
Interaction with Legal, Compliance and Audit partners
Strong mathematical Skills
2+ years of banking operations experience
MS Word proficient
Strong MS Excel skills – ability to create and update spreadsheets and graphs
Ability to develop & sustain strong, positive working relationships with internal and external colleagues and business partners of all levels, including executive and senior management
Ability to travel on a limited basis as needed
Ability to work a flexible schedule as required by priority projects
Prior Retail branch banking experience/operations knowledge
Strong MS Word skills - ability to use for technical writing – ability to create and modify operations procedures and communications that will include tables, graphs and screen shots
Familiarity with various banking applications (Checking, Savings and Safe Deposit)

236

COO Reporting Specialist Resume Examples & Samples

Designing and implementing ETL (in a form of T-SQL scripts)
Ensuring proper data quality
Work in collaboration with business analysts and SME's in order to bring the data to reporting layer
Design and develop report dashboards in selected tools
Highly developed analytical skills
Experience with SQL
Experience with reporting tools like OBIEE, Crystal Reports or Tableau is an asset
Fluency in English (both written and oral)

237

Reporting Specialist Resume Examples & Samples

Previous experience in reporting or analytical tasks would be advantageous
Basic capital market knowledge
Ability to prepare and analysis statements, statistics
Ability to work in a dynamic environment under time pressure
Team working attitude
English - advanced spoken and written
Good, practical knowledge of MS Office

238

Route Reporting Specialist Resume Examples & Samples

Provides and maintains actionable route metric reporting and analyitics to the business
Reviews analytical reporting to identify trends, uncover potential fraud
Reviews and approves DSD delivery route change requests, and communicates to Route Accounting team for resolution
Documents SOX and operational control reviews and provides to Compliance
Personal computer proficiency and experience with Microsoft Excel
Tableau 10.0 or 10.1 experience helpful
Strong interpersonal and customer-service skills
Solid organizational, time management, and problem-solving skills
Ability to work independently as well as part of a team
Bachelor’s degree in Finance or Auditing from an accredited College or University; or Associates degree with 5 years of work experience in Finance, Auditing, or similar role

239

Risk Reporting Specialist Resume Examples & Samples

30% Coordinate and manage all duties related to one or more of the major regulatory and/or risk related functions: IRS information reporting, nonresident alien database management, unclaimed property and escheatment management to all 50 states, e-mail monitoring, Control Unit oversight for suspense accounts, policy variance, Reg Q, IOLTA, and branch cash monitoring. Ensure all duties for assigned functions are performed on-time, accurately, and in a manner that complies with pertinent laws and regulations
30% Monitor, correct, approve and/or reject work performed by others throughout the bank as it relates to nonresident alien accounts, tax identification certifications, escheatment of unclaimed property, policy variance request, e-mail transmissions, and other duties assigned
15% Actively participate and/or lead annual or ongoing projects related to assigned duties such as W-8 recertifications, interest reporting, and escheatment. Champion process improvements and system enhancements as applicable. Provide subject matter expertise related to complex functions performed
10% Prepare reports as applicable for branch, bank management, and/or Controller's use as well as IRS, and State Bar Associations. Perform various balancing and reconciliation functions related to assigned GLs, escheatment, and Control Unit duties. Remit funds as applicable to all states, the IRS, and various State Bar Associations
10% Stay abreast of state, federal, and IRS laws related to job duties. Implement required changes bank wide to ensure compliance with laws and regulations. Ensure related forms/documents and bank desktop procedures are accurately maintained. Ensure customer required mailings/notifications are accurate, delivered on time, and processed promptly upon return
5% Ad-hoc projects as assigned

240

Cib-business Analyst & Reporting Specialist Resume Examples & Samples

Compilation of other information such as MIS
In depth knowledge of Fund Administration and Accounting policies
Identify procedural weaknesses and enhancements to increase the efficiency and effectiveness of the group
Prepare, manage and review all MIS, timetables, checklists and procedures
Support all Administrators with issues and investigations
Manage all client inquiries and requests from outside parties, i.e. auditors, in a professional manner
Time management and organisational skills
Up-to-date technical knowledge of UK SORP and other relevant legislation

241

Accounting, Closing & Reporting Specialist Resume Examples & Samples

Responsible for assigned ARE's accounting function/transactions within the Hub and to Ensure that general accounting processes and function is in adherence to SIEMENS policies and IFRS for MEA ARE's
Monitor and manage key Balance Sheet positions for assigned MEA ARE's ; e.g. GR IR, GIT, Unallocated AR, Advances to Suppliers, Retention, Advances from Customer and Retention- Drive Balance Sheet Review process for assigned country Divisions independently and provide remediation and solution
Responsible for resolving reporting and closing queries( e.g. from CF R FSS, CF R 2, CF R 5/7/8 ) qualitatively and develop controls to avoid repeated issues
Ensure month end closing process is executed smoothly in coordination with CF R FSS Singapore and ESPRIT reporting is done with high quality and as per CF defined timelines
Ensure timely and qualitative reporting of Financial Disclosures ; e.g. ADSTAR
Contribute to CF R MEA process improvement initiatives and to drive successful implementation of the initiatives
LI-NP

242

Data Base & Reporting Specialist Resume Examples & Samples

LI-KS1*
Strong database querying and development skill including writing SQL procedures for MS SQL and Oracle databases
Working knowledge of advanced MS Excel Functions and Feature
Web Client Reporting experience a plus, including Crystal Reports or Tableau Reporting
Experienced in using tools for ETL (extract, transform, loading data) is a plus
Analytical and technical infrastructure skills are necessary

243

Cib-business Analyst & Reporting Specialist Resume Examples & Samples

Maintain daily, weekly, monthly quality reporting
Review and analyze Daily Client Impact Report
Provide ad-hoc data request for the operations management team
Facilitate and develop/compile performance improvement recommendations for monthly Executive Reviews
Drive performance and quality improvements in an effort to reduce non-value adding expenses
Promote effective use of tools and standard processes
Coordinate and manage new hire planning for operation team
At least 3 -5 years of functional analytical experience
Be highly motivated, a team player, a self-starter and able to work independently
Excellent strategic thinking and problem solving skills
Excellent listening and communication (verbal and written) skills
Strong analytical skills with the ability to understand business functions and processes quickly
Strong meeting facilitation skills
Strong skills with Microsoft Office products, Word, Excel, and PowerPoint (creating presentations) required with Project strongly preferred
Strong relationship management, leadership, and interpersonal skills
Strong business analysis and planning skills
Ability to act as an organizational change leader

244

Senior Financial Reporting Specialist Resume Examples & Samples

Perform daily/monthly/quarterly reconciliation for consolidated general ledger
Prepare Oracle journal entries and generate all necessary Oracle reports
Perform the consolidation process on monthly/quarterly basis
Prepare financial statements and footnotes for consolidated general ledger
Work closely with subsidiaries' accounting for issues
Assist on implementing BHC general ledger in Oracle and perform various testing during development
Assist on other projects as assigned
5-7 years of related experience working experience with Oracle GL application is preferred
4-5 years of experience in financial services sector or financial institutions
Bachelor's degree in accounting, or equivalent experience and training
Experience within internal audit, internal controls and risk management
Familiar with Internal Control Framework assessment
Experience with typical financial statement audit
Experience with Microsoft Office applications - Excel, Word and Visio
Experience with Oracle GL application
Ability to balance and prioritize critical responsibilities to meet all necessary deadlines

245

COO Reporting Specialist Resume Examples & Samples

Experience with reporting tools like OBIEE, Crystal Reports, Business Objects, Cognos, Visokio or Tableau
Experience with general ledger and Global Department Hierarchy (GDH)
Experience with Essbase add-in for Excel
Analytical skills required for complex financial topics
Experience in financial analyses in order to monitor achieving strategic goals
Understanding financial processes occurring in the bank (e.g. forecasting, expenses, accruals etc.)

246

Data Reporting Specialist Resume Examples & Samples

Able to create pdf format reports
Very detail-oriented and understands cross-verification of data
Excellent problem-solving and trouble-shooting skills and able to independently research answers and solutions for challenging tasks and assignments
Willing to share ideas and skills in a team environment so that all team members can improve departmental productivity
Able to remain focused on repetitive or routine tasks
Able to remain focused in a face-paced, sometimes noisy environment
Able to multi-task and easily adapt to changing priorities and/or deadlines
Able to work independently or in a group to accomplish tasks
Self-motivated quick-learner
Excellent mathematical and analytical skills (includes writing formulas to calculate growth, averages, etc.
Experience with the creation and/or maintenance of Qlikview dashboards
Experience with computer programming, SQL Server, and Visual Basic
Life Office Management Association, Inc (LOMA) educational courses and/or certification
Advanced or expert-level knowledge and 2+ years job-related experience in Microsoft Access 2007 or newer. Includes expert knowledge and application of creating complex databases, tables, queries, forms, etc. from scratch and complex Queries utilizing multiple SQL tables
Advanced or expert-level knowledge and 2+ years job-related experience in Microsoft Excel 2007 or newer. Includes expert knowledge and application of pivot tables, conditional formatting, vlookups, Optional - VBA and macros. Ability to create complex forms, reports, etc. from scratch

247

Business Reporting Specialist Resume Examples & Samples

B.Sc. in a quantitative discipline
Strong user-level Excel skills
Strong user-level Windows skills
Confident command of English
Willingness to learn about business metrics
Willingness to learn and apply new technologies
Experience in business process operations/management
Experience in a role that requires interaction with senior managers

248

Reporting Specialist Resume Examples & Samples

Bachelor's degree, preferably in Accounting, Finance or Information Technology or equivalent work experience
Three or more years of experience in project management activities
Ability to manage multiple tasks/projects and deadlines simultaneously
Attention to detail
Ability to identify and resolve exceptions and to interpret data
Excellent verbal and written communication skills, including spelling and grammar
Strong mathematical skills
Relevant computer skills, including Microsoft Office applications (Word, Excel, PowerPoint and technical knowledge (Microsoft Access, eGRC/Archer, and WebFOCUS

249

Cib-business Analyst & Reporting Specialist Resume Examples & Samples

Drive progress on tasks and actions items through regular status meetings with business partners
Organize cross functional meetings that will review tasks and deliverables with the appropriate team members
Support the management of multiple initiatives in varying stages simultaneously
Work collaboratively with team members and cross functional groups
Members of the team possess strengths in process re-engineering, project management, problem solving, effective communication, and subject matter knowledge. The position requires flexibility and the ability to quickly adapt within a dynamic environment. Candidates should have outstanding analytical and problem-solving skills, excellent written and oral communication skills and enthusiasm for fast-paced, iterative project management

250

Media Reporting Specialist Resume Examples & Samples

Manage the tracking/reporting of Media data on a daily, weekly and monthly basis to assess media performance
Day to day interaction with key analytic and planning partners. Must have experience working with external agencies
Help develop, monitor, track and analyze key performance indicators for media plans for Residential, Multicultural and Business segments
Analyze call and response results to media campaigns and promotions to optimize and adjust media plans and strategies
Participate in internal and agency meetings to explain data analytics and provide detailed reports on performance results
Work with your Manager to determine key projects and timelines for all deliverables
Employ your strong project management skills, demonstrating your ability to set and meet deadlines for multiple simultaneous projects
Maintain accuracy and efficiency in all your deliverables
Performs other duties as requested
Ability to manage multiple projects and tasks simultaneously
Strong attention to detail, balanced with the ability to think strategically
Excellent oral and written communication skills are expected
Strong collaborative nature and ability to work well with department colleagues
Must be detail-oriented with excellent analytical and math skills
Ability to make decisions and resolve problems while working under pressure
Must be comfortable working in a fast-paced, high-performing team environment
Strong Microsoft Office skills (Excel, PowerPoint, Word); experience with Fusion Point a plus
Experience with data analysis, interpretation, presentation, and delivery
Experience with research, analytics, and databases
Knowledge of cable and broadcast television, internet and media products and services preferred
Strong interest in television and/or media preferred
2-3+ years media experience, agency, publisher, client or television provider
Business analytics experience

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