Reporting Team Leader Resume Samples

4.9 (115 votes) for Reporting Team Leader Resume Samples

The Guide To Resume Tailoring

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

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

Resume Builder
CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.
USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.
SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

Create a Resume in Minutes
SB
S Bauch
Stan
Bauch
943 Carissa Gateway
Dallas
TX
+1 (555) 825 0969
943 Carissa Gateway
Dallas
TX
Phone
p +1 (555) 825 0969
Experience Experience
Phoenix, AZ
Reporting Team Leader
Phoenix, AZ
Daugherty-Mitchell
Phoenix, AZ
Reporting Team Leader
  • Act as Resource owner ensuring efficiencies between resources, proper allocation and coordination; collect feedback and act upon it from stakeholders. Always aim to maximize the productivity of the team
  • Lead a small team of management reporting specialists, who produce senior management reports
  • Responsible to have the Individual Performance Management (IPM) discussions and ensure development of resources both for their competences and careers. Assign targets and follow up
  • Familiar with performance and quality management programs implemented in operators daily routines
  • Develop/analyze and report on status of agreed performance indicators to the Head of Operations Support
  • Act as the main escalation point within the center for reports definition or performance improvement requests
  • Familiar with MSTOP 2G framework, processes and associated KPI measurements
Boston, MA
Group Reporting Team Leader
Boston, MA
Johns-Franecki
Boston, MA
Group Reporting Team Leader
  • Manage the interface with related roles performed in the Outsourced Service Provider and external audit
  • Provide support for Statutory accounts audit and filing and Tax computation preparation, filing and related audits and queries
  • The Team Leader will look for opportunities to drive process improvements
  • Build and lead a specific country and business focused team and provide accounting support to the relevant business and Finance CFO team
  • Coach and develop members of the team and coordinate team activities
  • Build and lead a specific country and/or business focused team and provide accounting support to the relevant business and Finance CFO team
  • Ongoing alignment and support for statutory reporting and related departments
present
Detroit, MI
Financial Reporting Team Leader
Detroit, MI
Mante LLC
present
Detroit, MI
Financial Reporting Team Leader
present
  • Lead assigned engagements including planning, budgeting, client relationship management and delegating to staff. Monitor and report out-of-scope time
  • Identify errors or problems and independently investigate; recommend solutions to team members or managers
  • Fostering Team Spirit, creating an atmosphere of cooperation and common goal achievement by contributing and encouraging others
  • Continuous reviewing department procedures to ensure they are current complete and reflect best practice
  • Excellent knowledge of accounting standards (US GAAP, IFRS)
  • Advanced knowledge in complex derivatives
  • Responsibility for communications to regulators, compliance and internal and external audit
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
University of South Florida
Bachelor’s Degree in Finance
Skills Skills
  • Highly developed skills in knowledge sharing by actively contributing knowledge, experience and skills to create a learning culture
  • Consultative / collaborative mindset with a strong drive to solve problems
  • Result oriented with good skills in leading and motivating people and conscious of responsibility
  • A team-oriented worker able to act in a multicultural environment
  • Highly developed skills in interpersonal communication
  • Priority setting to resolve conflicting goals with restricted resources
  • Inspire others and create enthusiasm for a common way forward. Motivate others, support their development and create an environment of excellence in a team
  • A thorough and methodical approach to work
  • Flexible and responsive to changing work patterns and demands
  • LI-AV1
Create a Resume in Minutes

7 Reporting Team Leader resume templates

1

Metrics & Reporting Team Leader Resume Examples & Samples

  • Conducts analysis of trends and issues to determine appropriate MIS for senior management and Board level reporting
  • Manage, lead and execute internal projects and efforts to collect, extract, transform, and understand a vast array of data, databases and files, and, where applicable, external data sources
  • Create, maintain and support various databases, including those based on MS Access and Excel
  • Works directly with managers to develop business requirements for automated processes, and reports
  • Provides support with ad-hoc financial analysis and statistical modeling for departments and other related businesses
  • Coordinates the production of MIS, ad-hoc analysis and KPIs/KRIs. Lead the analysis of the underlying data and highlights trends, issues and findings
  • Interacts extensively with regulatory personnel internally, management, Regulators, Internal Audit and Consultants
  • Performs other special projects or assignments as requested
  • 8 plus years of MIS and reporting experience, very adept at data analysis. Including experience of managing a team
  • Working knowledge of BI tool, Powerpoint, Excel and Access or other database technology
  • Strong working knowledge of MIS reporting requirements
  • Strong data analysis skills
  • Strong Project Management knowledge
  • Proficiency with using mainframe and PC-based applications
2

Compliance Reporting Team Leader Resume Examples & Samples

  • Supervising group of 4 individuals
  • Testing pre-defined controls that measure adherence to the FCA Transaction Reporting requirements
  • Performing periodic end to end data testing for completeness, accuracy and timeliness
  • Interpreting and reporting findings in a structured and objective manner to the Regulatory Reporting Team
  • Tracking patterns and anomalies in their findings
  • Preparing the material for the Transaction Reporting Governance forums
  • Maintaining an inventory of controls; incorporating new controls in a standard way that allows them to be understood by a third party,
  • Defining a quarterly plan for control testing
  • Facing off to Group Internal Audit and External Audit in their Transaction Reporting reviews
3

Investment Reporting Team Leader Resume Examples & Samples

  • Bachelor’s degree in a relevant discipline (Business, Accounting, Finance, Economics) MBA, CFA, CIPM, CPA or related degree a plus
  • 8+ years of relevant industry experience (finance, investments etc). Increasing levels of responsibility and demonstrated success desirable
  • Personnel management experience a plus
  • Strong work ethic and team player
  • Ability to participate in and lead multi-disciplinary project teams
  • Ability to multi-task and prioritize competing deadlines
  • Must be detailed oriented, analytical and self-motivated
  • Thorough knowledge of different types of securities, their settlement and income properties
  • Proficient in accounting, finance and performance measurement
  • Ability to communicate issues clearly and succinctly to coworkers, custodians, and vendors, as needed
  • Proficient with Microsoft Office products, especially MS Excel
  • Report writing experience is a plus (Report Writer Pro, RepLang, SSRS, etc)
  • Experience in Advent Axys and/or Sequel databases helpful
4

Financial Reporting Team Leader Resume Examples & Samples

  • Lead assigned engagements including planning, budgeting, client relationship management and delegating to staff. Monitor and report out-of-scope time
  • Identify errors or problems and independently investigate; recommend solutions to team members or managers
  • Five to seven years of asset management accounting experience in either an Audit Firm, Hedge Fund, Hedge Fund Administrator or other financial institution where the accountant has gained financial products knowledge
5

Liquidity Measurement & Reporting Team Leader Resume Examples & Samples

  • The opportunity to make an active contribution in further growth of the team and quality of the work delivered
  • Independency in developing ideas, managing and planning workload
  • Playing an active part in developing and defining Projects & Controls team within Liquidity Analytics & Reporting Department
  • Taking responsibility for project implementation on the business side
  • Performing important tasks in terms of liaising and coordinating with Senior Management
  • A pleasant and professional working environment in an experienced team
6

Performance Reporting Team Leader Resume Examples & Samples

  • Support of FA inquiries (phone and email) escalations
  • Ongoing quality assurance of Investment Performance calculations
  • Daily operations of preparing, verifying and troubleshooting data elements that feed reporting platforms
  • Research and maintaining all of the data that goes into calculating performance returns including market values, pricing, transactions, etc
  • Overseeing a team of ~ 6 people
  • 5-10 years of experience
  • Experience in performance measurement or portfolio accounting field desired
  • The candidate must also possess strong written and oral communications skill
  • Analytical/critical thinking ability
  • Excellent reconciliation and research skills
  • High level of proficiency in Excel (Macros) and Access
7

Reporting Team Leader Resume Examples & Samples

  • Responsible to Hire, Train, Develop and correctly allocate the required personnel as per the Hand Shake with the customers. Work closely with the Manager of Customer Operations Managers to agree on the required competence and level of service for each of the customer we serve with Reporting
  • Act as Resource owner ensuring efficiencies between resources, proper allocation and coordination; collect feedback and act upon it from stakeholders. Always aim to maximize the productivity of the team
  • Responsible to have the Individual Performance Management (IPM) discussions and ensure development of resources both for their competences and careers. Assign targets and follow up
  • Act as the main escalation point within the center for reports definition or performance improvement requests
  • Accountable for the maintenance of GSC RO reporting solution: Reporting Server, Reporting Portal and Reporting Ticketing Tool
  • Accountable for Report automation
  • Deep understanding of the Reporting Process and operational reporting activities required by SLA, KPIs measurements
  • Familiar with MSTOP 2G framework, processes and associated KPI measurements
  • Develop/analyze and report on status of agreed performance indicators to the Head of Operations Support
  • During Transformation phase, responsible for revising and approving the Reporting requirements and reports delivered by the Transformation team related to the activities off-shored to the global center
  • During Transformation phase, responsible for providing Reporting specialists to coordinate locally the elaboration of the specific customer adaptations as required
  • Responsible for the maintenance and approval of the reporting documentation in Eridoc
  • Priority setting to resolve conflicting goals with restricted resources
  • A thorough and methodical approach to work
  • Highly developed skills in interpersonal communication
  • Highly developed skills in knowledge sharing by actively contributing knowledge, experience and skills to create a learning culture
  • Inspire others and create enthusiasm for a common way forward. Motivate others, support their development and create an environment of excellence in a team
  • Consultative / collaborative mindset with a strong drive to solve problems
8

Ccar ICG Trading Reporting Team Leader Resume Examples & Samples

  • Work as tech lead in Shanghai, do system/component design and implementation with counterparties in New York, London and some other locations
  • Owns success – Takes responsibility for successful delivery of the solutions. Mentoring other developer on their implementation while needed, and organize review activities like design review, code review and technical document review etc. to make sure the success deliverable
  • Explore existing application systems, determines areas of complexity, potential risks to successful implementation
  • Translates functional requirement or specifications into technical solutions, and implement the solutions with plans and executions
  • Contributes to continual improvement by suggesting improvements to software architecture, software development process and new technologies etc
  • Communicates continually with the client and project teams – Clarify client’s needs, present tech team ideas and explains progress on the development efforts
  • Build good and health customer relationship, and other business/tech stockholders
  • Solid knowledge and experience on Core Java and JavaEE technologies
  • Solid knowledge and experience on DB, standard SQL commands and stored procedures
  • Familiar with Unix/Linux command lines and shell scripts
  • Clean Coder
  • More than 5 years Java/JavaEE application development experience
  • Proficient of object-oriented design of Java/JavaEE
  • Good communication skill and interpersonal skill
  • Proficient in both spoken and written English
  • Work under pressure, manage conflicts and challenges
  • Be a highly motivated, self-starting individual willing to work in a dynamic work environment
  • Can work under ambiguity, result oriented, keep focus
  • Must demonstrate analytical thinking and problem solving skills
  • Have a sound macro view of the working of Global financial markets
  • Knowledge of different Agile process
  • Knowledge of JIRA, TeamForge, Team Foundation Server etc. project tracking tools
  • Knowledge of code quality control and continuous build tools
9

Retail Client Reporting Team Leader Resume Examples & Samples

  • Lead and monitor the Client Reporting Team through the supervision of direct reports, forward planning and proactive management of resources to meet regular workloads and projects, training and development, providing cover for absent Team Leaders
  • Assist the Team Manager to ensure that all daily activities within the Client Reporting team are performed accurately, timely and efficiently to meet regulatory deadlines, compliance requirements and internal KPIs. Deputising for the Team Manager as required
  • Work with other business areas to ensure new client and regulatory requirements are met. This may include the design of tailored reports, identifying and prioritising enhancements to client reporting systems and databases, and updating processes and controls
  • Ensure that accurate reporting records and client databases (Client Service Agreements, IMAs, POMs, client instructions, Viaduct, Reporting Control sheet, Report Schedule Guidelines, Client Screening) are maintained in accordance with Company and departmental procedures and required for management information metrics
  • Maintain strong working relationships with the local Client Service teams, the Investment Teams and all external/ internal clients as appropriate, ensuring clear and accurate communication and responding to queries in a timely manner
  • Provide regular briefings to the Team Manager on significant issues, escalating any likelihood of failure to complete processes by deadlines, maintain the team issues log and that that complaints, breaches and incidents are recorded on BWise within the required deadline
  • Ensure that the Procedures Manual is followed and highlight necessary amendments. This will assist in the training of team members (new and existing) on new procedures and ensuring effective knowledge transfer within the Team
  • Managing, monitoring and motivating direct reports. This includes being responsible for carrying out twice yearly performance reviews, goal setting, personal development plans and assisting the Team Manager with compensation decisions and communicating these to direct reports and conducting regular one-to-one meetings
  • Attend appropriate internal or external meetings as required
  • Work with other members of Global Distribution Services and the relevant business areas on projects to improve procedures and raise the standards of GDS
  • Identify areas for continuous improvement and within Client Reporting/ GDS. May be required as a key participant in CI initiatives on behalf of the team
  • Experience within the financial services industry including solid proven experience in a similar or related role in client reporting
  • Institutional and/or Retail client experience required
  • Ambitious individual willing to take ownership and help grow a client reporting team
  • Proven initiative, team leadership and client service skills
  • Extensive experience of investment products, investment data and investment documentation
  • Demonstrable track record of dealing with external clients, building and maintaining significant relationships with external contacts
  • Training and presenting
  • Excellent overall investment knowledge including an understanding of the different investment strategies
  • Detailed IVZ product knowledge
  • Must have a strong understanding of internal systems and processes for client reporting
  • Strong knowledge of performance principles and calculations
  • Strong knowledge of individual client requirements and deadlines
  • Experience within FCA COBS rules for regulatory reporting
  • Advanced Excel
  • Strong academic background ideally educated to degree level or jobholder is able to demonstrate equivalent academic calibre, and have industry qualifications, IMC or IOC
  • Must be threshold level competent
  • Excellent interpersonal skills for liaison with internal departments
  • Excellent communications skills
  • Proactive attitude to change management
  • Proven ability to deliver under pressure and to deadlines for multiple clients
  • Keen eye for accuracy and detail
  • Able to motivate, build trust and delegate
  • Strong organisation and time management skills
  • (i) arranging settlement
  • (ii) monitoring and processing corporate actions
  • (iii) client account administration, liaison, and reporting. Including valuation and performance measurement
  • (iv) ISA, PEP or CTF administration
  • (v) investment trust savings scheme administration
10

Shared Services Business Reporting Team Leader Resume Examples & Samples

  • Manages staff. Provides guidance and motivation as necessary to develop staff. Hires, evaluates and counsels personnel. Follows corporate disciplinary procedures per established Vanguard standards as required. Communicates and resolves staff and technical performance problems quickly and constructively. Sets performance standards, reviews performance, provides feedback, recommends wage increases in accordance with all applicable Human Resources policies and procedures
  • Exhibits effective internal and external client relationship management as demonstrated through email, phone, and face-to-face interaction with your team and business partner’s management team. Builds strategic relationships across sites and divisions
  • Assists in development, implementation, and monitoring of project plans. Identifies deliverables, milestones, and tasks for the projects. Conducts ‘needs analysis’ by working with relevant stakeholders to determine the scope, requirements, and solutions associated with the project. Obtains time estimates for delivery from both internal and external team members. Effectively plans and integrates schedule, resources, and deliverables with business partners, Client Insight, IT and vendors. Updates schedule and ensures all deliverables are met. Appropriately negotiates extensions if project requirements cannot be met in a timely manner
  • Participates in technology elevation discussion to ensure that client and Shared Services data needs are represented. Engages with elevation team to ensure all requirements are properly captured. Quality checks the post-elevation data sources to confirm that needs were met
  • Effectively communicates and manages project dependencies. Identifies obstacles, organizes key stakeholder, and works toward potential solutions, including the cost/benefit of each option. Reviews and resolves issues with necessary parties (BTO, CI, EBS, IT)
  • Builds strong relationships with business partners through functional expertise and cross-functional client team awareness to create a bond of trust and ensure a free flow of communication
  • Guides discussion of results, interpretations, conclusions and suggestions in a manner that maximizes business partner’s understanding of the impact to their operations. Clarify client needs to ensure that their needs are properly understood
  • Keeps abreast of Business Intelligence trends and company direction. Partners with business leaders to understand key concerns and opportunities for each line of business; tailors reporting and analysis around these topics
  • Manages operational quality and efficiency within the unit. Sets measurable goals and examines ways to raise standards, increase quality and improve overall performance of the unit
  • Develops short and long-term business initiatives for unit. Aligns key initiatives with business strategies and continually monitors progress against plan. Participates in business planning activities and development of departmental budget to determine feasibility and resource needs for all operational initiatives
  • Participates in or leads special projects and performs other duties as assigned
  • Undergraduate degree or an equivalent combination of training and experience
  • Minimum ofthree years related work experience
  • Exceptional leadership, organizational and interpersonal skills
  • Demonstrated ability to lead and motivate others
  • Strong planning and problem solving skills
  • Competency with workflow and business process analysis including VUE
  • Excellent verbal, written, visual and interpersonal communication skills
  • Ability to enable crew to leverage applicable tools, resources, and data infrastructure, such as Access, Excel, Cognos, Minitab, and working knowledge of Vanguard data sources
  • Demonstrated skills including negotiation, feedback, influence, change management, group facilitation, and meeting effectiveness
  • Flexibility, judgment and time management skills with the ability to effective manage multiple priorities
  • Ability to work quickly and independently with attention to detail and sensitivity to deadlines
  • Working knowledge of Business Intelligence tools and technologies
11

Group Reporting Team Leader Resume Examples & Samples

  • Build and lead a specific country and/or business focused team and provide accounting support to the relevant business and Finance CFO team
  • Provide support for Statutory accounts audit and filing and Tax computation preparation, filing and related audits and queries
  • Supports the team members in resolution of queries and issues as they arise with reference to relevant resources such as the Group Reporting Manual, working with the Business / Country teams or other support from within the GBS
  • Deal with Outsourced Service Providers where applicable and act as point of escalation for issues between businesses and Accenture
12

Senior Group Reporting Team Leader Resume Examples & Samples

  • Ensure timely and accurate preparation and review of statutory accounts for assigned responsibilities, entities and fields
  • Timely response to queries raised on accounts and other analyses
  • Reporting and control activities to assure compliance with relevant laws and regulations
  • Full responsibility of data collection, preparation of statistics and reports
  • Preparation and compiling of files and documents
  • Ensure meet obligations under the Balance Sheet Integrity standard, and prepare ledger reconciliations on a timely and accurate basis
  • Team Lead Experience 3 - 5 years
  • Language and interpersonal skills with particular focus on client responsiveness
  • Good level of analytical skills, numeracy and financial awareness
  • Strong communication and cooperation skills
  • Assertiveness
13

Group Reporting Team Leader Resume Examples & Samples

  • Build and lead a specific country and business focused team and provide accounting support to the relevant business and Finance CFO team
  • Support Business clients in understanding their General Ledger and Group reporting
  • Work with the GBS Internal Control team to maintain Control Evaluation Templates owned within the team current, perform periodic self-assessment activities and facilitate internal and external audit review
  • Relevant degree
  • Financial accounting experience
14

Group Reporting Team Leader Resume Examples & Samples

  • Preparation of draft statutory accounts, documents, queries and quality control check lists
  • Ongoing alignment and support for statutory reporting and related departments
  • Ensure all queries are responded to on a timely basis
  • Alignment of tax related accounts in preparation for tax declarations
  • Fully qualified accountant with several years of working experience
  • Professional experience in Accounting/Controlling
  • Customer- and service-oriented thinking
  • Fluent German and Englishlanguage knowledge
15

Client Service Client Reporting Team Leader Resume Examples & Samples

  • University degree, preferably in Economics, Finance or Management is mandatory
  • English fluency and any other language is considered a plus
  • Experience of 5 years in Finance or Banking related industry
  • Good level of Financial Mathematics
  • Strong knowledge of Derivatives and Structured products
  • Experience in team management and project management
  • Excellent communication skills, ability to express thoughts and opinions in a structured way
  • Client focus, interpersonal and ability to network
  • Analytical and problem solving
  • Attention to detail, accurate and organized
  • Flexible and open-minded, result driven, pro-active and ability to take initiative
  • Risk aware
16

JV Reporting Team Leader Resume Examples & Samples

  • Adhering with the tasks outlined in the QMS Systems of GBS Europe
  • Coach and develop members of the team and coordinate team activities
  • Ensure timely JV/SIOP reporting (cash calls, partner billing and Government reporting)
  • The Team Leader will have additional accountabilities such as acting as a SPOC for all JV reporting issues within the team and as a focal point and first line of enquiry on technical issues, providing guidance and training to other members of the team
  • Supports the team member in resolution of queries and issues as they arise with reference to relevant resources such as the Group Reporting Manual, working with the Business / Country teams or other support from within the GBS
  • Carry out regular daily/weekly / monthly activities in a timely and accurate manner for complex or difficult accounting areas assigned to his/her role
  • Maintain a robust control environment related to his/her activities. Deliver CET (Control Evaluation Template) owner responsibilities and / or support other CET owners such as managing gap reporting / Group Audit / EY audit if required
  • The Team Leader will coordinate audits related to the supported country/region as required
  • Relevant degree in Finance/Accounting
  • At least 6 months' experience of managing teams
  • Recognised accounting qualification
17

Contact Center Incentive & Reporting Team Leader Resume Examples & Samples

  • Assigns work and determines workflow
  • Manages nonexempt staff
  • Supervises team to ensure that all quality standards are met
  • Identifies, designs and implements process improvements to increase department efficiency
  • Has the responsibility for hiring, discipline, coaching and counseling of associates
  • Ensures staff is properly trained and adheres to policy and procedures
18

Financial Reporting Team Leader Resume Examples & Samples

  • Day to day management of preparation of annual and semi-annual financial statements of the investment funds under different accounting standards (Irish GAAP, IFRS, Luxembourg GAAP, US GAAP), undertaking primary responsibility for the provision of financial reporting services to his/her allocated clients
  • Ensuring a high degree of accuracy and quality in department output and ensuring all work is meeting and exceeding client expectations
  • Responsibility for communications to regulators, compliance and internal and external audit
  • Acting as primary escalation point for clients’ and auditors’ queries
  • Communicating with clients on a regular basis, acting as a key client contact, ensuring timely and accurate responses to any client queries
  • Primary responsibility for coaching and developing his/her reporting team members and providing appropriate feedback via monthly one-to-one meetings and the firm’s performance appraisal process in order to assist staff in achieving their goals
  • Managing projects within Financial Reporting Department including standardization and workload optimization to improve the efficiency, quality and accuracy of deliverables
  • Maintaining a strong familiarity with applicable laws, regulations and interpretations governing financial statements and disclosure, updating and communicating with clients the impact of such changes in advance of their financial statements
  • Continuous reviewing department procedures to ensure they are current complete and reflect best practice
  • Keeping team members informed of new industry developments relating to changes in financial reporting disclosure requirements and ensuring effective implementation of such changes within departmental procedures
  • 7 years experience in financial reporting, accountancy or audit with prior direct responsibility for staff
  • ACCA in progress or completed will be an asset
  • Excellent knowledge of accounting standards (US GAAP, IFRS)
  • Highly organized, detail oriented with strong reviewing skills and a high degree of accuracy, continuously seeking learning opportunities and striving to achieve the highest level of professional success
  • Ability to work as part of a team in a potentially high pressure, client-driven environment
  • Fostering Team Spirit, creating an atmosphere of cooperation and common goal achievement by contributing and encouraging others
  • Strong focus on mentoring and coaching team members
  • Creativity in developing solutions to meet client and control requirements
  • Strong focus on implementation of and adherence to internal controls
  • Must possess strong reviewing skills
  • Delegate effectively by clearly communication objectives, standards, responsibilities and milestones, holding individuals and teams accountable for achieving results
  • Proven ability to manage and complete a variety of projects simultaneously
  • Excellent oral, written communication and interpersonal skills and the ability to communicate at all levels
19

Treasury Liquidity Reporting Team Leader Resume Examples & Samples

  • Produce Global Liquidity management reporting for key governance forums and regulatory meetings
  • Manage Global Legal Entity Dashboard and Required Liquidity Target calculations
  • Track and monitor targets and limits for Global Treasury and Business Unit liquidity stress indicators
  • Perform the UK Group internal liquidity stress testing (Contingency Funding Plan) and underlying processes
  • Produce Legal Entity Liquidity Stress Testing updates for management meetings
  • Analysis of regulatory developments and dealing with PRA and other regulatory requests
  • Partner with other teams including Finance, Bank Resource Management and Risk on liquidity planning initiatives, and regularly liaise with Global Product Controllers, Legal Entity Controllers and regional Treasury counterparts
  • Minimum 4 years work experience in a related field is required, 2 years of people management experience preferred
  • Bachelor's/ Master's degree in Finance/ Accounting/ Economics
  • Strong teamwork skills with an ability to work with virtual teams and colleagues across the regions contributing to common goals
  • Ability to develop relationships and rapport with senior management and other key stakeholders across Finance, Firm Management, Tax, Legal, Operations and Technology
  • Good understanding of the principles of risk management balanced with a commercial awareness to support the Business Units
  • Excellent communication, interpersonal and client service skills
  • Demonstrate leadership ability/potential and good decision making skills
  • Post graduate qualification / studying towards: ACT, CFA, CIMA, ACA or equivalent preferred
20

Institutional Reporting Team Leader Resume Examples & Samples

  • Client Reporting and/or team leader experience preferable
  • Experience of working towards a deadline, with good organisational skills
  • Attention to detail with the ability to manage change
  • Knowledge and experience of the financial services industry essential
  • Good communicator, in order to converse effectively with all levels and all disciplines within AAM and with service providers
  • Pro-active individual, able to respond to a rapidly changing environment