Senior Lead Analyst Resume Samples
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Senior Lead Analyst Resume Samples
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M Wiza
Milford
Wiza
123 Langosh Divide
Phoenix
AZ
+1 (555) 621 1248
123 Langosh Divide
Phoenix
AZ
Phone
p
+1 (555) 621 1248
Experience
Experience
Detroit, MI
Senior Lead Analyst
Detroit, MI
Ferry Inc
Detroit, MI
Senior Lead Analyst
- Provide support to Citi Consumer businesses on accounting for new and unusual products and transactions, with a focus on Citi Mortgages and Citi Holdings transactions. Support Regional Accounting Policy teams on consumer business issues
- Identify accounting policy issues, researching technical accounting literature for relevant guidance and prepare detailed documentation supporting conclusions
- Follow development and assist in implementation of new accounting standards at the Financial Accounting Standards Board (FASB), Emerging Issues Task Force (EITF), Securities and Exchange Commission (SEC) and International Accounting Standards Board (IASB)
- Communicate new and emerging accounting standards and issues to internal clients (finance, risk and business) through written and verbal communication
- Assist in ongoing reviews/improvements of existing disclosures and develop disclosures for new standards in Citigroup's financial statements
- Research Support (90%) may include (but are not limited to)
- Evaluate and resolve complex and unique issues requiring in-depth evaluation to generate solutions to business problems
Chicago, IL
P&A Senior Lead Analyst
Chicago, IL
Howe LLC
Chicago, IL
P&A Senior Lead Analyst
- Support the development of scenario analysis used for Comprehensive Capital Analysis & Review (CCAR) submissions
- Lead ad-hoc analytics on themes that arise at senior management’s request and/or through proactive research of potential issues
- Highly motivated, participative team player with a change agent mentality that can provide leadership
- Responsible for mentoring junior staff through sharing knowledge and providing guidance on professional development
- 8+ years of a quantitative and analytical role
- Familiarity with database structures and reporting
- Level-headed in a crisis
present
Philadelphia, PA
SVP, P&A Senior Lead Analyst
Philadelphia, PA
Aufderhar, Fahey and Heathcote
present
Philadelphia, PA
SVP, P&A Senior Lead Analyst
present
- Preparation and coordination of all documentation to be presented to the Working group committee on a monthly basis
- Support senior management in decision-making by producing analyses on strategic/critical topics
- Work directly with senior management in producing all documentation and update requests from regulatory agencies (FED, OCC, FDIC) as well as from Internal Audit
- Develop a strong working relationship with Treasury, Risk, and Operations Technology counterparts across the organization
- Ad hoc support for CCAR PPNR Documentation
- Lead a team of Revenue Analysts onshore and offshore
- Prepare insightful analytics and provide Head of Core FP&AS along with USCM’s CFO with information in preparation of monthly reviews in partnership with the organization’s Finance and Business leadership team
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
University of Massachusetts Amherst
Bachelor’s Degree in Accounting
Skills
Skills
- A fast/keen learner with the ability to learn a detailed process quickly
- Should have excellent Accounting and Finance knowledge
- Strong written and verbal communication
- Should have good Analytical Skills
- Demonstrate ability to operate in a large company matrix environment (if external candidate)
- High proficiency in MS-Office applications
- Team Player
- Research Support (90%) may include (but are not limited to)
15 Senior Lead Analyst resume templates
Read our complete resume writing guides
1
P&A Senior Lead Analyst Resume Examples & Samples
- Data Analysis in Excel
- The individual should be analytical, flexible, team-oriented, and have good interpersonal, communication, and follow-up skills with strong attention to detail and ability to multi-task
- Excellent technical proficiency in Microsoft Project, MS Word, Excel, and PowerPoint
- Ability to work in a fast-paced environment juggling multiple deliverables
- Highly adaptable to new environments and challenges; proven ability to come up to speed quickly
- Experience in performing and leading quantitative analysis, or statistical modeling
- Demonstrated ability to design, build, and lead internal analytic & technical teams as well as utilize/manage analytic vendor/supplier/consulting engagements
- Experience in delivering technical presentations to senior management and external regulators and internal audit functions
2
Senior Lead Analyst Resume Examples & Samples
- Provide support to Citi Consumer businesses on accounting for new and unusual products and transactions, with a focus on Citi Mortgages and Citi Holdings transactions. Support Regional Accounting Policy teams on consumer business issues
- Identify accounting policy issues, researching technical accounting literature for relevant guidance and prepare detailed documentation supporting conclusions
- Follow development and assist in implementation of new accounting standards at the Financial Accounting Standards Board (FASB), Emerging Issues Task Force (EITF), Securities and Exchange Commission (SEC) and International Accounting Standards Board (IASB)
- Communicate new and emerging accounting standards and issues to internal clients (finance, risk and business) through written and verbal communication
- Assist in ongoing reviews/improvements of existing disclosures and develop disclosures for new standards in Citigroup's financial statements
- Bachelor's or Master's degree in accounting required. CPA is a plus
- Minimum of 5 years’ experience in national CPA firm’s banking group, or equivalent experience in Accounting Policy group of a major financial institution. Experience with reading and interpreting accounting standards is required
- Practical knowledge of the accounting for financial instruments under US GAAP and knowledge of financial markets is required. Experience in securitizations, consolidation, derivatives and application to consumer banking, specifically mortgages, is a plus
- Excellent writing and verbal skills are essential. An ability to communicate clearly and precisely is fundamental to the accounting policy role
- The successful candidate will have the ability to multi-task while working on long-term projects. The candidate should be a fast thinker/quick learner and possess the ability to work effectively under pressure in a rapidly changing environment in order to meet deadlines. Candidate will need to be able to work autonomously as an effective member of a dynamic team
- Candidate should be proficient in Word and Excel. Some knowledge of PowerPoint is useful, but not required
3
Treasury Senior Lead Analyst Resume Examples & Samples
- Financial analysis, to include daily and monthly Treasury P/L reporting for both broker-dealer and bank entities, business segment interest analytics, and preparation of interest P&L analysis for Senior Management
- Prepare/coordinate annual plans, detailed forecasts, and monthly updates of financial performance for senior management
- Support the effort to develop and implement interest allocations related to non-inventory assets and Treasury related items
- Support processes necessary to ensure Secured Financing transactions are cleared from OS&B Treasury
- Assist in developing the use of performance indicators and metrics required to understand funding costs and recoveries related to the Treasury
- Interact/support Treasury and Finance teams regarding financial results, projects, etc
- Support functional groups within the organization (ICG, Treasury, Risk, Finance, Operations etc), senior management and other internal constituencies as needed
- BA/BS in Finance or Accounting required. MBA/CFA preferred
- 5-7+ years’ experience operating in a large Financial Services environment, preferably within Treasury Finance or B/D Product Control
- Must have a solid understanding of Finance and Accounting principles
- Strong understanding and prior experience working with complex Treasury financial products and a broker/dealer business preferred
- Highly skilled in Excel and analytical/modeling capabilities
- Ability to interface and communicate competently with various levels of management
- Individual should be a proactive self-starter
- Ability to navigate a large matrixed organization and persevere through an ever-changing environment
- Excellent written and oral communications skills with strong follow up, listening, and interpersonal skills communication
4
AVP / BP&A Analytics Senior / Lead Analyst Resume Examples & Samples
- 5-10 years’ experience in program management during which s/he applied a structured approach (methodology) to project management, data analytics, planning, estimating, monitoring and reporting
- 5+ years’ experience performing data analytics and management reporting; experience in Finance, Risk and data management a plus
- Knowledge of Citi reporting, Finance processes, and of GFCID is preferred
- 5+ years’ experience supporting issue management and resolution processes
- Excellent analytical, organizational, project management and creative thinking skills
- Ability to employ analytical reasoning to data sets to extrapolate trends and prioritization
- Ability to manage requirements gathering activities and understand complex cross functional issues
- Highly effective communicator at all levels of the organization
- Outstanding written and verbal communication skills. Must be able to prepare executive level presentations
- Ability to work independently and take personal initiative in a fast-paced environment
- Proficient multi-tasking with the ability to effectively prioritize for time and commitment restraints
- Proven expertise in Microsoft Office Suite, Visio and MS Project required
5
BP&A Senior Lead Analyst Resume Examples & Samples
- Participate in the identification, evaluation and achievement of strategic management initiatives, key projects and major capital investments
- Work with Consumer O&T leadership and business stakeholders in the execution of improvement strategies, coordinating and taking active part in the implementation process
- Perform deep dives on specific businesses and functions as required to support strategic initiatives and productivity opportunities, including developing recommendations for senior management based on thorough review of business drivers
- Conduct in-depth research to support business strategies and benchmarking across key business drivers
- Develop presentations for senior management, synthesizing key findings of team analyses and recommendations
6
SVP, Solutions Senior Lead Analyst Resume Examples & Samples
- Bachelor’s degree with 7-8+ years’ experience, MBA is a plus
- Proficiency in MS suite, including Excel, Powerpoint, Outlook, Word etc., MS Project, and Sharepoint
- Program Management background is a plus
- Knowledge of Citi product lines and bank regulatory is a plus
- Strong interpersonal and communication skills with the ability to interact with senior management
- Superior time management and prioritization skills, able to coordinate and manage across multiple deliverables
7
Asset & Liability Management Solutions Senior Lead Analyst Resume Examples & Samples
- Continuing development of a system, named “Ruby”, which is used as a platform for
- Monitor and control progress on the different functions in the ALM unit
- Requires ability to effectively track progress and escalate potential issues timely
- Preparation and coordination of all documentation to be presented to the Working group committee on a monthly basis
- Develop a strong working relationship with Risk, Finance and Operations Technology counterparts across the organization
- Minimum 4 plus years’ experience in a Treasury and/or Finance role
- BA/BS in Finance, Economics, Accounting, MBA and completion of FMA program preferred
- Proficiency with Excel, PowerPoint
- Keen learner and self-starter
8
BP&A Analytics Senior Lead Analyst Resume Examples & Samples
- Develop and manage personnel who have responsibility for large data sets related to Divestitures and Transition Services Agreement activity
- Perform analytics on stranded cost activity – understanding various deal structures, scenarios, timing, cost implications – to develop assessments of progress and risks of achieving targets – and communicating to management in a timely and accurate fashion
- Run regular meetings with key stakeholders to agree relevant facts and action points for each of the divestitures – driving accountability for delivery on various actions by having specific and transparent deliverables assigned to owners and checking progress on a regular basis
- Develop and manage a multi-dimensional progress reporting scorecard for divestitures/stranded cost elimination
- Will directly face-off with Senior Business leads, M&A leads, Operations and Finance management
- Develop and deliver presentations to management detailing divestiture activity and the impacts on stranded cost
- Strong financial and spreadsheet / data skills
- Planning, multi-tasking and prioritization skills
- Ability to thrive in a high pressure environment with tight deadlines
- Strong people, process and business focus
9
P&A Senior Lead Analyst Resume Examples & Samples
- Support the development of scenario analysis used for Comprehensive Capital Analysis & Review (CCAR) submissions
- Highly motivated, participative team player with a change agent mentality that can provide leadership
- 8+ years of a quantitative and analytical role
- Advanced proficiency in Microsoft Excel and ability to work with large quantities of data; comfort with Lookups, Pivot Tables, Indexing and Graphing
- Familiarity with database structures and reporting
- Solid organizational and planning skills, bright, with a strong work ethic
- Strong interpersonal and communication skills
10
CTI Asset Allocation Portfolio Management Senior Lead Analyst Resume Examples & Samples
- Generating state of the art portfolio analytics for Citi’s global securities portfolios: The team is responsible for designing and implementing analysis to support Citi’s decision making on its global liquidity and investment portfolios
- Assist Head of Asset Allocation in defining portfolio strategy
- Assist in management of BOLI allocation strategy
- Assist in the continued development of key portfolio performance metrics in light of the changing investment and regulatory landscape
- Design / improve key market indicators used to trigger reviews of / changes to allocation strategy
- Assist in designing continued improvements to CTI’s investment management systems
- 8+ years of experience working in the finance industry
- Extensive knowledge of financial instruments and products including an understanding of valuation techniques and risk measurement
- Detailed knowledge of key asset management metrics and techniques necessary to analyze alternative investment theses
- Experience in asset management across fixed income markets, ideally covering credit, rates and FX
- Demonstrated ability to work effectively across business units / functions to deliver results
11
SVP, P&A Senior Lead Analyst Resume Examples & Samples
- Monitor and control progress on the different functions in the FP&A CCAR PPNR unit. Requires ability to effectively track progress and escalate potential issues timely
- Develop a strong working relationship with Treasury, Risk, and Operations Technology counterparts across the organization
- Ad hoc support for CCAR PPNR Documentation
- Minimum 8 plus years’ experience in a Treasury and/or Finance role
12
SVP, Solutions Senior Lead Analyst Resume Examples & Samples
- Continue the enhancements to CTI’s Treasury Investment Management System(TIMS) to design, specify and drive the implementation of a world class investment management platform
- Drive review, implementation and validation of new models
- Work with the rest of the CTI Asset Allocation team to enhance portfolio strategy and drive allocation decisions for firm-wide Liquidity and Investment portfolios
- 6+ years of experience working in the finance industry
- Detailed understanding of technology and using technology-led solutions to implement automation of analytics and reporting, with some direct experience in project management
- Broad knowledge of financial instruments and products including an understanding of valuation techniques and risk measurement
- Expert in the use of Excel, PowerPoint and VBA
- Analytical background with strong problem solving skills and an ability to rapidly assimilate complex information across a variety of financial disciplines
13
SVP, P&A Senior Lead Analyst Resume Examples & Samples
- Prepare ad-hoc analytics on themes that arise at senior management’s request and/or through proactive research of potential issues
- Create executive level program summaries from detailed progress updates and provide early indications of areas needing greater management focus
- 10 plus years of relevant finance/business/accounting experience in financial services
- B.S. in Economics, Finance, Accounting or related discipline. MBA preferred but not required
- Broad and deep understanding of accounting principles, investment, accrual products and corporate finance concepts
- Highly motivated, participative team player with a significant change agent mentality that can provide leadership
14
SVP, P&A Senior Lead Analyst Resume Examples & Samples
- Analyze Actuals and Forecast the short term and long term Revenues and Key Drivers for Branded Cards across products
- Support the CFO and CEO in revenue analysis, revenue budgeting and long term scenario analysis
- Present analysis and forward looking views for Branded Cards to Finance and Business Leads
- Prepare various deep dive analysis initiatives focused business growth (ie decomposing the mix of revolving balances in order to better optimize future investment strategies designed to maximize revenue by increasing high yielding balances)
- Partner and work closely with the Product Management Finance team and Business Portfolio Managers to understand key product performance and its impact at the total business level
- The position requires strong partnership skills to work with others across the organization to help influence senior management decisions. Partner with other various support organizations critical in collectively running a successful and results driven organization, including Decision Management, Risk, Acquisitions and Marketing
- Lead a team of Revenue Analysts onshore and offshore
- Minimum of 8 - 10 years’ experience of financial analysis in a large corporate environment (credit card experience and previously managed a team plus)
- Excellent written and verbal communication skills with a strong attention to details
- Strong Excel & PowerPoint skills (VBA and Access a plus)
15
Solutions Senior Lead Analyst Resume Examples & Samples
- Work with the GPO Working Group Members, Finance and Risk Operations (FRO) and Finance teams to design and implement optimal processes including
- Performance Management - Assist in developing success criteria, best practices, metrics and benchmarks, monitor and manage adherence to SLAs, KPIs and targets
- Financial Tracking - Help set strategic financial goals, develop business cases, prioritize and implement efficiency and productivity programs, track and manage benefit realization against plan
- Data and Content Standardization - Develop plan for standardization of data and content across systems and data sources, implement and monitor execution
- Resource / Location - Support the alignment of available resources to appropriate mix of high/medium/low cost locations
- Tools / Systems - Partner with technology leaders to prioritize and align technology roadmap (e.g., full suite) to process improvement plans
- Problem-solving and Collaboration - Analytical identification and resolution of issues, partnering with internal and external vendors to ensure that the global process is part of an overall integrated solution
- Identification of opportunities for significant and sustainable cost reduction through driving improved efficiency and effectiveness of global process
- Work on high priority Finance projects as project manager. BICF often provides project management expertise and hands on management where resource gaps exist in order to support achieving the overall objectives and achieve Finance’s Must Win Battles
- Ability to manage multiple deliverables, excellent time management skills and ability to prioritize appropriately
- Outstanding analytical, strategic and problem solving skills coupled with strong finance and internal control skills
- Strong people leadership skills, including direct, indirect and remote team management
- Ability to identify and drive change by thinking "out of the box"
- Experience in the underlying finance function (Controllers, Strategy, Treasury, Tax and Financial Planning & Analysis) that spans the full spectrum of geographic, functional and business perspectives
- Bachelor's degree in Finance, Accounting, Business or related field
16
Solutions Senior Lead Analyst Resume Examples & Samples
- Partnering with the various business, legal entity and function resolution planning project teams (both in the US and internationally) to further develop and enhance various aspect of Citi’s resolution plan, including assessment of potential risks associated with various strategies
- Assist in the modeling and evaluation of funding, liquidity and capital considerations to support the assessment of various legal entity and business line recovery and resolution scenarios
- Assist with the project planning of potential organizational restructurings or other firm-wide strategies, supporting the practical implementation of proposed ex ante actions such as legal entity restructuring, recapitalization and contingency planning
- Creating and growing strong, collaborative relationships with multiple regulatory agency members (both at the working group and senior levels) responsible for the issues associated with recovery and resolution planning
- Facilitating regulatory responses/information requests and follow ups, partnering with business, functional or regional/country management
- Developing a deep understanding of the ongoing changes in the regulatory landscape, both in the U.S and internationally, that impact Citi’s recovery and resolution planning activities and using this understanding to identify potential obstacles or opportunities for Citi’s businesses
- Leading the revision of Citi’s Recovery Plan as needed, based on risk analysis and changes to Citi’s business strategies and risk exposures, as well as changes based on evolving (and uncertain) U.S. legislation, U.S. and foreign regulatory and supervisory requirements and expectations for large interconnected financial institutions
- Executing a project management framework to support the ongoing revision and documentation of recovery and resolution planning requirements, including progress tracking and appropriate escalation of issues
- Prepare briefing materials to senior management, Board of Directors and regulators, including attending many of these meetings
- Bachelors degree in Finance, Accounting or other related field
- Strong finance, accounting and modeling skills, understanding and knowledge of Citi’s legal entity structure
- Initiative and creativity are needed as many of the projects undertaken relate to new and developing. issues for Citi
- A good communicator both in written and verbal form
- A team player with an ability to work well with others in a high pressure, fast-paced environment
- A self-starter able to work with minimal direction
- Strong interpersonal skills and excellent teamwork skills
- A good project manager and especially able to work toward multiple goals on short deadlines
17
Senior VP, Solutions Senior Lead Analyst Resume Examples & Samples
- Work closely with senior project sponsors, key Liquidity Reporting business users and technology to ensure scope, business requirements and functional specifications are completed
- Liaison between Liquidity Business users and Liquidity Systems development group to develop solutions for Liquidity Risk Reporting such as 4G, 5G, Basel III, FSA, CRD IV, Concentration Reporting, and Liquidity Stress Testing, and Daily Deposits Reporting
- Manage system testing efforts for both System Integration Testing and User Acceptance Testing globally
- Ensure projects follow project management procedures and meet Information Security policy requirements
- Troubleshoot, in an organized fashion, by breaking down issues into components in order to solve the problem
- Manage a team of Business Analysts
- Subject Matter Expertise of Liquidity Risk Management/Reporting including Basel III and stress testing
- Ability to manage people as direct reports
- Ability to communicate effectively with and influence senior project stakeholders
- Detailed understanding and exposure to a variety of financial products used by institutional, corporate and investment banks
- Solid understanding of financial products (Securities, Deposits, Loans, Derivatives, Debt and Secured Financing) on a bank's multi-currency balance sheet
- Experience as a liaison between business users and systems development group to develop solutions for Liquidity Risk Reporting / Management
- Strong technical knowledge of Liquidity Stress Testing, Daily Liquidity Summary Reporting, Cash Capital Ratio, Market Access Reporting, Maximum Cash Outflow Reporting, Available Liquidity Resources, Basel III Reporting, FRB Daily Report, Concentration Reporting, European Liquidity Coverage Ratio, LCR Prime and NSFR
- 10+ years experience in financial services working on medium to large-scale global projects
- Prior experience managing a team
18
P & A Senior Lead Analyst Resume Examples & Samples
- Requires a Bachelor’s degree (3 or 4 year) in Finance, Accounting, Business or related field, with a Chartered Accountant qualification, and ten (10) years of experience in financial analytics
- Analyzing company income statements and product P&Ls to assess business structure and performance
- Performing financial data collection and analysis utilizing MS Access database management system, MS Excel, and Business Objects
- Performing analysis to support the development of analytics tools or processes used to evaluate productivity and performance efficiency of financial institutions
- Must possess knowledge of Activity Based Costing (ABC) methodology and SAS Activity Based Management
19
P&A Senior Lead Analyst Resume Examples & Samples
- Support the analysis of financials for all actuals and planning dimensions namely: Earnings, Outlooks, Annual Plan, 3-Yr Financial Forecast as well as long term capital planning initiatives and support the preparation of key senior financial executive presentations for Citi’s CEO, CFO, Operating Committee and Board of Directors
- Provide insightful analytics and help to prepare Citi’s CFO for quarterly earnings on various matters in partnership with the business/function CFO’s and FP&A leads
- Coordinate and calibrate the corporate calendar production of the annual budget in alignment with the strategy of the business
- In partnership with the FP&A and wider Finance GPO’s assist various process improvement opportunities that enhance the efficiency of the financial reporting cycle and increase the informative value of the content provided to senior management
- Support ad-hoc analytics on themes that arise at senior management’s request and/or through proactive research of potential issues
- Help to create executive-level program summaries from detailed progress updates and provide early indications of areas needing greater management focus
- Liaise with various global functional and business planning groups to deepen Corporate FP&A’s analysis as well as manage various processes around actual and forward-looking financials
- Manage a global team of analysts both onshore and offshore (Mumbai, Costa Rica) to drive efficiencies and enhance analytical prowess
- Highly effective presentation skills; the ability to translate complex financial schedules into meaningful presentations is critical; demonstrated analytical skills including the ability to synthesize quantitative and qualitative data to draw conclusions and drive decision making
- Strong interpersonal skills. Ability to build key relationships with senior finance and other business executives and be seen as a credible and sought after resource
- Highly motivated, participative team player with a significant change agent, leadership mentality
20
SVP, BSM Senior Lead Analyst Resume Examples & Samples
- (1) Partnership with senior management of Citi Holdings and its businesses and of the Real Estate Lending Business as well as the strategic teams supporting the Businesses (2) Analysis of Net Interest Revenue and Economic Value sensitivity to changes in market rates, (3) Management of accrual net interest margin P&L and of the overall interest rate risk position through proper hedging and transfer pricing and (4) Balance sheet optimization through return analysis, funding projections and breakeven analysis on potential dispositions. (5) Management of liquidity and interest rate profile (6) Development of liquidity and funding plans
- The candidate would also coordinate analysis and funding activities partnering with Legal Entitiy Treasury, the Treasury Finance team, the Central Funding Desk/Portfolio Management teams, Global Liquidity Oversight Team, and Market Risk Management teams to ensure implementation of the appropriate Treasury initiatives and activities
- Financial and banking expertise, including mastering of economic and financial analytical techniques
- Solid skill base with respect to liquidity and interest rate management; risk management skills are a plus
- Politically savvy with ability to collaborate within a team
- Minimum 6 years financial experience/MBA preferred
21
Balance Sheet Management Senior Lead Analyst Structural Liquidity Methods & Practices Resume Examples & Samples
- Minimum 3 to 5 years’ experience in a Treasury, Finance or business Product Management role
- BA/BS in Finance, Economics, Accounting, Engineering or Math; MBA preferred
- Demonstrable analytical and problem-solving capacity within an unstructured and dynamic environment
- Product and/or project management experience including the ability to translate analytical frameworks into business requirements
- Comfort explaining findings, project plans and project status to both senior management and regulators
22
SVP Senior Lead Analyst Resume Examples & Samples
- Provide support to consumer businesses on accounting for new and unusual products and transactions, support Regional Accounting Policy teams on consumer business issues. Areas of focus include Citi’s Branded and Retail Services Cards Businesses, Real Estate Lending and Retail Banking
- Practical knowledge of the accounting for financial instruments under US GAAP and knowledge of financial markets is required. Experience in securitizations, consolidation, derivatives and application to consumer banking, is a plus
- The individual must possess excellent interpersonal and client service skills and have the ability to work closely and confidently with many different levels of management on the business side
23
SVP, Solutions Senior Lead Analyst Resume Examples & Samples
- Maintain a central inventory of all US Regulatory Reports, including FRB and OCC Prudential reports; CCAR monthly, quarterly, and annual reports; Basel Capital reporting, Treasury, and Broker dealer reports, etc
- Maintain and determine data requirements within the US RegInsight platform and process to foster consumption for the US Regulatory Reporting scope mentioned above
- Work with Data Services team to prioritize, highlight, and remediate data requirements from a financial anchoring and Data Quality lens to foster accelerate consumption. Role will develop metrics and process to utilize those metrics to foster accelerated consumption
- Work closely with the Reporting Teams to maintain the report adoption prioritization plans based on requirements and delivery plans from the Data Services Group (DSG)
- Continue to develop the interaction model between the reporting teams, implementation teams, DRA, and the DSG
- Initial focus will be on the prioritized FRB and OCC prudential reports and CCAR reporting. Remaining reports to follow
- Assist the US Reporting team on building and executing upon a detailed plan to implement the US Regulatory Reporting Infrastructure Initiative (US RRI). This will entail working closely with the US Reporting GPO lead in identifying and remediating issues preventing adoption and implementation of US RRI
- Defining standard guidelines, roles and responsibilities, and appropriate alignment of activities including centralization in shared services
- Develop key success criteria, best practices, metrics and benchmarks, to include monitoring and managing adherence to SLAs, KPIs and targets
- Driving performance management through the identification of opportunities that result in significant and sustainable cost reduction through improved efficiencies and effectiveness of global processes
- Developing detailed project and operational plans for the standardization of data and content across systems and data sources, to include supporting implementation and execution monitoring
- Partnering with other regional and product implementation teams to provide reporting and process guidance
- Transforming disparate country/regional processes into a streamlined, standardized and best-in-class global process, while understanding the requisite level of detail required to drive successful implementations
- Planning and reporting on implementation of standardized and efficient end-to-end reporting processes for activities associated with US regulatory reporting
- Partnering with technology leaders to prioritize and align technology roadmaps (e.g., Full Suite) to process improvement plans
- 10+ years experience in Financial Services with accounting practices, policies & procedures
- Experience with process reengineering/process improvement, design and implementation of accounting and closing processes
- Intermediate knowledge of US regulatory reporting requirements and interpretation
- Clear presentation and communication skills
- Individual should be analytical, flexible, team-oriented, have good interpersonal, communication, and follow-up skills with strong attention to detail and ability to multi-task
24
Global Performance Management Senior Lead Analyst Resume Examples & Samples
- 7+ years of experience in dynamic roles not limited to financial services
- Ability to demonstrate strong quantitative and analytical skills - synthesize quantitative and qualitative data to draw conclusions and assist on decision making
- Strong consulting skills – ability grasp complex issues quickly and develop plans and strategies to solutions
- Strong interpersonal and communication skills, ability to build relationships across multiple businesses, functions and geographies at both junior and senior levels
- Must be able to understand and present technical matters in a way that is meaningful to senior audiences, skilled in graphical representation of complex information
- Detail oriented, able to work under deadlines and perform multiple tasks effectively and concurrently
- Solid organizational and planning skills, bright, with a strong work ethic and self starter
- Direct institutional or retail business experience an advantage with demonstrated knowledge / understanding of customer dimensions, products, business strategy highly advantageous
- Familiarity with database structures, business intelligence tools, tech saavy would be helpful
25
Product Control Senior Lead Analyst Resume Examples & Samples
- Provide leadership to a group of several professionals, interacting with members across multiple teams and locations on a daily basis
- Oversight of daily P&L production, validation and reporting for the NAM G10 Rates, Markets Treasury & Finance Desk businesses, specifically focused on secured financing products
- Review and assess balance sheet and regulatory reporting, month end closing process and quarterly / annual disclosure reporting
- Engagement in New Products Approval Committee (NPAC) reviews and validation
- Daily interaction with other managers throughout the organization, including but not limited to Directors and/or Managing Directors of Finance, trading desks, transactors, middle office, risk management, business unit management teams and operations will be necessary to resolve issues
- SOX 404 and related Risk and Control Self-Assessment responsibilities for the respective areas under supervision
- Ad hoc projects including system development, redesigning and streamlining daily and monthly processes
- Providing analytics / metrics for the management team
- Coordinate and manage internal and external audit reviews
- Bachelor’s degree required, Finance and / or Accounting degree preferred
- Minimum 8 years related business experience required; supporting fixed income financing / funding; prior management experience also preferred
- Must have strong knowledge in accounting fundamentals, project management, regulatory reporting, financial modeling, portfolio management and understanding of cash flows and asset valuation preferred, particularly with secured financing products
- Must have a good eye for detail, but also be able to step back and see the larger strategic picture
- Able to influence others without authority and interact across all levels of the organization required
26
Global Liquidity Management Senior Lead Analyst Resume Examples & Samples
- Assist in maintaining active and open dialogue with Citi’s primary regulatory agencies (FRB, OCC and FDIC), through weekly, monthly and ad-hoc updates
- Oversee Regulatory exams of Citi’s Liquidity organization ensuring they remain on track and management is well informed of notable developments
- Assist in the development of the funding and liquidity aspects of Citi’s Recovery and Resolution Plans
- Partner with GLM’s Liquidity Policy team to ensure assumptions are appropriately captured for all required scenarios
- Write and update the relative narrative sections that pertain to treasury’s funding and liquidity in the Recovery and Resolution Plan submissions to the Regulators
- Prepare and develop ad hoc analyses for meetings with senior management and Regulators related to Citi’s liquidity profile
- Assist the GLOA team in interpreting evolving regulatory requirements and monitoring Citi’s compliance efforts
- Minimum 6-10 years of experience in one or more of Treasury, Finance, or Risk Management disciplines, preferably with some level of prior exposure to: Liquidity Risk Management and Analytics & Banking, Capital Markets and / or Treasury product knowledge
- Strong analytical and presentation skills, with attention to detail and advanced knowledge of Microsoft Excel, Power Point and Access
- Strong project management, interpersonal and communication skills
- Willingness to take ownership and execute on deliverables
- Team player with an ability to work well with others in a fast-paced, high energy environment
27
Global Liquidity Management Senior Lead Analyst Resume Examples & Samples
- Assist the GLM team in interpreting evolving regulatory requirements and monitoring Citi’s compliance efforts
- Assist in the maintenance and enhancement of the Citigroup Contingency Funding Plan and the Citigroup Liquidity Market Trigger framework
- Partner with other GLM teams, including the Liquidity Policy team to ensure assumptions are appropriately captured for all required scenarios
- Minimum 6-10 years of experience in one or more of Treasury, Finance, or Risk Management disciplines, preferably with some level of prior exposure to Liquidity Risk Management and Analytics & Banking, Capital Markets and / or Treasury product knowledge
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Senior Lead Analyst Resume Examples & Samples
- Research Support (90%) may include (but are not limited to)
- A Masters or doctoral degree in health services research (HSR), health economics, biostatistics, computer science, epidemiology, sociology, psychology or equivalent; or Bachelor’s degree and 8+ years of experience working with medical claims data
- Minimum 8 years of programming in SQL and SAS
- Minimum 8 years of experience with administrative claims data, EHR/EMR data, or complex relational health care databases; preference will be given to candidates with experience using administrative claims assets in a research setting
- Excellent verbal communication skills, strong writing skills
- Must be able to execute multi-step data management tasks, recognize technical problems and solve problems with no supervision
- Must be able to communicate effectively across a variety of technical and non-technical audiences
- Must be able to work in a fast-paced team-oriented environment
- Must be highly motivated and able to work independently, comfortable with ambiguity
- Travel Requirements: 10%
- Strong/expert in at least one additional programming language, including R, SAS STAT, Stata, LIMDEP or similar programming experience
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P&A Senior Lead Analyst Ccar Resume Examples & Samples
- Coordinate FP&A activities for long-term planning and CCAR, including liaising with global Finance business units, Risk and Treasury; the ability to build partnerships is very important
- Lead Review and Challenge of all CCAR activities, including overlays, results, qualitative modeling approaches/expert judgment
- Lead review and challenge of PPNR assumptions and analysis of key sensitivities to prepare for submission to senior management and the Board
- Lead development of guidelines and training to engage with businesses regarding Key Assumptions and Sensitivity Analysis
- Lead analytics & Business engagement on base and stress results, highlighting key drivers, risks and business specific initiatives
- Present analysis and discussion of review and challenge activities/results to PPNR Senior Governance Group
- Lead resolution of Fed questions/variance analysis, develop and review Fed materials
- Provide leadership in a fast-paced environment; change agent mentality and ability to work as part of a broader team are very important
- 8+ years of relevant finance/business/accounting/statistical experience in financial services
- Degree in Economics, Finance, Accounting or related discipline
- Ability to translate complex financial schedules into meaningful analysis and presentations
- Strong interpersonal skills, with a balance of assertiveness and discretion to be a credible and sought after resource
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SVP, BSM Senior Lead Analyst Resume Examples & Samples
- Lead the preparation of the deck for the monthly balance sheet review with Citi's CFO
- Lead balance sheet optimization modeling efforts
- Assist with the 14-A CCAR submission of the overall Citigroup balance sheet forecast
- Conduct adhoc analytics for Citigroup’s balance sheet forecast and actuals
- Bachelors degree in Finance or Accounting or related field preferred
- 8+ years experience in Finance
- Must have strong analytical skills but also the ability to see the big picture
- Strong communication skills are imperative i.e. ability to make complex subjects easily digestible for senior management
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SVP, Solutions Senior Lead Analyst Resume Examples & Samples
- Partner with colleagues across Finance, O&T, and FRI to implement new processes, developing business requirements, understanding and decomposing current state reporting processes, designing and mapping out future state processes and facilitating the change management process
- Employ best practices in developing business requirements documentation including the use of facilitated sessions and by interviewing subject matter experts in various domains (Technology, Treasury business, Financial reporting and Controllers)
- Manage and organize responsibilities amongst a team of business analysts/project managers to deliver efficient and effective solutions to business partners and customers, maintaining alignment with other strategic initiatives and committed deliverable dates, and enabling clear and open communication
- Partner with Country Treasurers and end users in the FRO to understand pain points in existing reporting operations and develop solutions that deliver measureable benefits; foster an environment of continuous improvement
- Partner with colleagues in Treasury, FRI, Data Services and O&T on responses to regulatory requests, ensuring consistent communication across the firm
- Support the development of scalable solutions in anticipation of future regulatory reporting requirements
- Support the overall liquidity reporting change management process from data sourcing to report output, for both new reporting capabilities and existing capabilities undergoing enhancement including, but not limited to
- 10+ years of experience in Financial Services required
- Knowledge of the Treasury function and in depth knowledge of the balance sheet is strongly preferred
- Self-starter, strong attention to detail and willingness to, “roll up sleeves” to master the liquidity subject matter at a detailed business level to enhance value add during business requirements discussions
- Strong problem solving skills with the ability to identify key issues, gather data to investigate those issues and develop actionable recommendations
- Prior experience working on regulatory reporting initiatives and interfacing with internal audit and risk control groups is preferred
- Client management skills with a proven ability to closely partner with senior and line managers and other stakeholders on projects
- Diagnostic skills to support production daily processes and responding to issues reported by the end user community in a fast paced environment that requires immediate decision making and actions to resolve issues
- Communications skills including strong written and verbal executive-level communications skills, including the ability to quickly adjust message based on different audiences and agendas
- Teamwork skills- must be flexible in his/her work style and be able to appropriately deploy and develop junior talent within the team
- Prior work experience with different Citi products and organizations is strongly preferred
- Ability to independently manage work across initiatives, exhibiting a high degree of flexibility, productivity and ability to multi-task is a must
- Strong ability to influence people without direct authority; proven program/project management experience
- Expert proficiency in Microsoft Excel, including graphing pivot tables, reference functions and data analysis
- Proficiency in Microsoft Project, including creation of milestones, dependencies and tracking a project plan baseline
- Proficiency in Microsoft PowerPoint, including past experience creating senior management level presentations
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Senior / Lead Analyst Resume Examples & Samples
- Analyze key themes from a wide range of external and internal data sources, including economic / financial market movements, proposed rate-making strategies, rate plans and possible outcomes of rate case proceedings in order to identify how different scenarios may impact cost recovery and ROE analysis
- Conduct analysis and work with business partners to translate objectives into well-defined requirements supporting input into regulatory strategy in order to support change and innovation within National Grid
- Perform internal and external research on state/federal regulatory policies and filings in order to ensure compliance with regulatory standards
- Prepare rate case costs of service and associated discovery responses, periodic regulatory earnings reports, periodic regulatory return calculations and any other ad hoc analysis as required in order to facilitate and support business decision making
- Provide regulatory revenue requirements analysis where required in order to contribute to business development efforts and support value creation of the company
- Monitor and review accounting and financial information, updating where necessary in order to identify any anomalies or discrepancies and ensure management has access to up to date and accurate information to support the development of regulatory strategies and preparation of regulatory filings
- Build upon technical/professional skills within all areas of Regulation and Pricing in order to continually grow your personal contribution to the business
- Develop relationships with internal and external stakeholders in order to obtain and share information that will benefit National Grid
- Develop and implement studies to support regulatory, tariff and pricing proposals in the context of general rate cases and comprehensive rate plan filings, tariff changes, and other regulatory proceedings to ensure National Grid can implement policies effectively and consistently
- Proactively research, produce, monitor and analyze regulatory costs, policies or other information to enable analysis of key regulatory themes and trends and to support inquiries
- Promote and implement procedural best practice in order to ensure all working practice (and where relevant, health and safety standards) are compliant with National Grid policies and regulatory requirements
- Keep up to date with regulatory developments and identify regulatory precedents in order to ensure the optimization of best practice for National Grid
- Develop and maintain tariff and pricing analytical systems, models and procedures in order to support design solutions and enhance time/consistency/safety/efficiency and operability for FERC entities
- Develop and maintain effective relationships with key stakeholders in order to share best practice, provide technical advice and build bases of influence
- Produce written and oral testimony and analysis in support of regulatory filings as a company witness or in support of other company witnesses
- Develop pricing and tariff process and policy specifications and criteria and options and evaluate those options to support senior management decision-making in the application of regulation and pricing, such as in general rate cases, FERC formula rates, comprehensive rate plan filings and tariff administration proceedings
- Develop the criteria, framework and standards for the analytical studies to support regulatory, tariff and pricing proposals to ensure National Grid consider all options as consistently and efficiently as possible before designing and implementing any new policies
- Research and analyze key themes from a wide range of data sources in order to identify how different regulatory scenarios may impact upon the business
- Translate regulatory and tariff/pricing change objectives into clearly defined business cases and department annual plans in order to support achievement of any implementation objectives effectively
- Contribute to the identification and formulation of strategic objectives given knowledge and expertise in Regulation and Pricing, in order to drive change and innovation within National Grid
- Support the Jurisdictional requirements of National Grid as related to operations, operating income, and growth objectives as seen through a regulatory lens
- Support the Regulatory Strategy team with innovative concepts as related to FERC and State Jurisdictions as well as any technical, financial, and strategic input necessary to advance the Energy Policies and Strategic Growth initiatives of NG USA
- Support the leadership, motivation and development of a professional team of analysts to ensure results are delivered in line with expectations and business objectives
- Keep regulators and other relevant parties up to date and informed on National Grid regulatory programs in order to ensure they are managed appropriately and in line with regulatory requirements
- Develop and utilize peer group network in order to absorb and apply technical/professional best practice within regulatory area, including regulatory developments and precedents
- A Bachelor's degree in accounting, economics, finance, engineering, or related field and up to 2 years of related experience preferred, or equivalent work experience
- Proficient in relevant software e.g. Microsoft Office products (Excel, Word, PowerPoint) and National Grid ERP with knowledge of data management
- In-depth knowledge of National Grid's business operations, company policies and practices
- Expertise in relevant software e.g. Microsoft Office products (Excel, Word, Outlook) with knowledge of data management
- A Bachelor's degree in accounting, economics, finance, engineering, or related field and up to 7 years of related experience, or equivalent work experience. An advanced degree/credits is preferred. Experience supporting training and development of other team members
- Expert within their field. Extensive and significant knowledge of regulation and unit costing tools and techniques and financial analysis tools and techniques sufficient to lead programs or projects
- Extensive knowledge of National Grid's business operations, company policies and practices. Knowledge of division policies, processes and fields of work
- Knowledge of budgeting and operational planning
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Senior Lead Analyst Resume Examples & Samples
- Evaluate and resolve complex and unique issues requiring in-depth evaluation to generate solutions to business problems
- Create, analyze and review high level and detailed business requirements using expert knowledge and business acumen
- Develop user acceptance test plans and test cases, execute user acceptance test for system change/enhancement projects, and ensure the business solution has fulfilled the requirements
- Lead system change initiatives; research and develop business cases while coordinating and influencing executive approval of benefits
- Analyze system architecture and design using technical skills to ensure the solution aligns with business objectives
- Champion projects by serving as a liaison between business end users, product managers, and IT analysts
- Coach, mentor and train professional and technical staff for lead analyst using technical skills
- Strong telecom knowledge, telecom product knowledge, especially on data products; knowledge of wholesale systems, products, and processes a plus
- Ability to command authority naturally,
- Understanding of system engineering and design concepts
- The ability to conduct user acceptance testing for complex projects
- Ability to carry a heavy work load with multiple projects while continuing to meet objectives
- Strength to use independent judgment to accomplish corporate-aligned objectives
- Ability and confidence to work with minimal guidance toward the achievement of long rang goals
- Ability to coach other analysts in the team
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ERM Senior / Lead Analyst Resume Examples & Samples
- Conducting and overseeing monitoring of compliance activities. Assist with internal and external audits as necessary. Conduct research and stay informed of the current compliance and privacy landscape, especially regarding applicable new or amended laws and regulations and assists in the development of updated procedures and controls addressing these changes
- Coordinating team activities. Coordinate activities of the Corporate Compliance organization, including quarterly cross-functional team meetings and marketing event reviews. Work closely with team members and assist in the preparation of correspondence to regulatory agencies and other third parties
- Performing day-to-day operational functions of the compliance program, as set forth above: Work with others in Corporate Compliance, Information Governance, Human Resources, Global Information Security and Physical Security to conduct appropriate education, and oversee periodic monitoring and auditing of compliance activities to ensure ongoing compliance and to assess for process improvements. Develop a strong working knowledge of the business units and functional roles throughout the organization, enabling the identification and evaluation of known or potential compliance risks, presents conclusions and recommendations for corrective action
- Producing quarterly reports on the program¿s effectives; attending Audit Committee meetings. Lead and facilitate the preparation, collection and production of materials for quarterly reports/meetings of the Global Corporate Compliance & Ethics Team, Senior Leadership Team, the Risk Committee, Information Governance Committee, on the effectiveness of the compliance program
- Special Projects Assist and drive procurement activities in connection with securing compliance technology and/or consulting services for the Corporate Compliance function; activities may include drafting the business case, project scope, statement or work, etc. Assist with other special projects in compliance, enterprise risk management, and records and information management (including privacy), as requested
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Senior Lead Analyst Resume Examples & Samples
- Receive, prioritize, document and actively resolve end user requests
- Answer calls or e-mail contacts within the required service level time frame
- Triage requests to ensure accurate transfers and escalation
- Track open tickets and monitor ticket progress and close ticket items when problems are resolved
- Follow escalation an paging procedures
- Provide support for issues related to password resets, MS Office, Windows, security access to printers, printer queues and business/clinical applications
- Identify problems for submission to problem management process
- Five years of experience in a Help Desk Lead/Supervisor role supporting a large enterprise environment with at least 5 direct reports
- Experience supporting applications and infrastructure (I.E. MS Office, Windows and desktops)
- Experience working in an ITIL environment
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BP&A Analytics Senior Lead Analyst Resume Examples & Samples
- Work with Product Engineering, Build and Ops to operationalize the infrastructure platforms and services
- Chargeback and Rate Card Planning, and Annual Budgeting in conjunction with Financial Control
- Qualified internal candidates should already be in at least a C14/Senior VP or promotion ready within six months
- Qualified external candidates must have prior product management experience
- BS/BA degree or equivalent combination of education/experience; MBA preferred
- Good balance of business and technical skills – customer centric
- Excellent communication skills, excellent organizational ability
- Comfortable multi-tasking and working with critical deadlines
- Ability to travel up to 10% of the time and/or as required
- Ability to effectively communicate to internal clients through all available mediums (verbal, listening, writing, presenting)
- Strong business finance background
- Ability to conceptualize and manage products with a commercial mindset (e.g., keep competitive with market offerings, drive toward continuous improvement, address internal performance gaps)
- Ability to manage product roll-out process from conception through final operationalization
- Strong understanding of technology and industry trends for infrastructure solutions
- Strong technical understanding of Infrastructure platforms and products
- Strong understanding of IT economics
- Strong Financial/Technology/Business Financial Knowledge
- Demonstrate project management experience and detailed knowledge of products, risks, processes, and client base
- Working knowledge of Citigroup, the financial services industry and financial products
- Proficiency in Word, PowerPoint, Excel, Outlook
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Senior Lead Analyst Resume Examples & Samples
- Should have excellent Accounting and Finance knowledge
- Should have good Analytical Skills
- High proficiency in MS-Office applications
- Demonstrate ability to operate in a large company matrix environment (if external candidate)
- A fast/keen learner with the ability to learn a detailed process quickly
- Must demonstrate personal accountability in ensuring all tasks and activities are carried out on time and in accordance with requirements
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Product Senior Lead Analyst Resume Examples & Samples
- Lead implementation of external and internal projects as an analyst /UX specialist
- Vision of product roadmap
- Business analysis of Ideas (eg business requirement) from key users
- Support flow of Idea from gathering to implementation
- Idea breakdown to user stories
- Drive implementation of key processes across teams (requirements and change management, acceptance criteria, continuous integration, delivery quality standards, fine tuning to agile approach)
- Participation in pre-sales (proposal creation, demonstrations)
- Customer Satisfaction monitoring
- Experience as a System Analyst for more than 5 years is a must
- Good knowledge of SDLC (Agile, RUP), Leah Start-up understanding is a must
- Product Development background
- Strong soft skills
- Business/functional requirements gathering and analysis (customers interviewing, preparing and conducting meetings, presenting proposals)
- System scope/features identification, estimation and distribution
- Change requests estimation and managements
- Knowledge of Atlassian product is desirable
- Experience in distributed development team is a plus
- SPO certificate is a plus
- Good knowledge of Requirements management, UML is required
- UX/UI experience is a plus
- Team leading and training skills
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Senior Lead Analyst Resume Examples & Samples
- Review GDS and mid-office system (AGM) and QC the PNR to validate the invoice
- Fix the discrepancies in Invoice to charge /collect receivables from client
- Capture the Invoice in GDS and in Mid office system as per the information provided by the front end team
- Card reconciliation as per the actual transaction spend (BSP/Car / Rail / LCC / Lodging) and capture the missing information using the tools like GDS/Mid office system to recover the receivables from Client
- Review Supplier invoices as per the actual transaction spend and capture the missing information using the tools like GDS/Mid office system to recover the receivables from Client
- Review the BTA card statement and provide the client specific information using the GDS
- Good Knowledge of GDS system (eg: Galileo / Amadeus/ Abacus) is mandatory
- Good problem solving skills and attention to details
- Customer focused and driven to helping others is a necessity – will to serve
- Should be comfortable working in afternoon /evening shifts
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Treasury Asset & Liabilities Management Solutions Senior Lead Analyst Resume Examples & Samples
- Managing the models for Citi’s balance sheet and income statement forecasting process. The models translate the economic environment into scenario-based forecasts for Citi’s balance sheet and income statement
- Support Treasury and ALM modeling and analytical needs
- Supporting the on-going development of the “Ruby” system used for planning, stress testing and interest rate risk
- Working with the business Planning and Finance teams and Interest Rate Risk Management function to set up forecasts and scenarios in Ruby
- Support transfer pricing modeling and execution
- Provide analytics around balance sheet/income statement exposures, underlying drivers and sensitivities
- Requires the ability to independently manage projects that involve key stakeholders from Citi businesses, Treasury, Finance and ALM colleagues
- Effectively track progress and escalate potential issues timely
- Preparation and coordination of all documentation to be presented to various Working group committees on a monthly basis
- Support senior management in decision-making by producing analyses on strategic/critical topics
- Work directly with senior management in producing all documentation and update requests from regulatory agencies (FED, OCC, FDIC) as well as from Internal Audit
- Develop a strong working relationship with Business, Risk, Finance and Operations Technology counterparts across the organization
- Minimum 6 plus years’ experience in a Treasury and/or Finance role
- Excellent general-purpose programming skills
- Proficiency in SAS programming
- Proficiency in VB programming
- Proficiency in database programming
- Mature perspective of the influence of the economic environment on a bank’s balance sheet and income statement
- Mature perspective of banking operations, including deposit-taking, loan-making and Securities Trading activities
- Excellent communication (written/verbal) and interpersonal skills with colleagues at all levels within the organization
- Ability to collaborate as part of a team
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Senior Lead Analyst Resume Examples & Samples
- Support the audit and financial statement preparation process for various American Express Legal entities
- Supporting preparation of monthly /quarterly /annual Statutory and Regulatory returns and other ad hoc reporting requirements
- Support preparation of US GAAP to local GAAP statutory adjustments
- Preparation of audit schedules and responding to audit queries
- Post journal entries and implement spreadsheet controls
- Coordinate with Global Business Services (GBS) to provide external audit support; including Global Accounting Reconciliations, Accounting and Payment Operations World Services and other teams within GBS
- Ensure effective controls and governance are adhered to
- Support implementation of COGNOS CDM for statutory, regulatory and board reporting.Job Capsule Needed
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BP&A Analytics Senior Lead Analyst Resume Examples & Samples
- Qualified candidates must have prior product management experience
- BS/BA degree or equivalent combination of education/experience (MBA preferred)
- Good balance of business and technical skills (customer centric)
- Comfortable multi tasking and working with critical deadlines
