Advisor, Reporting Job Description

Advisor, Reporting Job Description

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Advisor, reporting provides the CFO with a relevant and accurate briefing of business performance and progress against plan.Help enable effective communication and management of change.

Advisor, Reporting Duties & Responsibilities

To write an effective advisor, reporting job description, begin by listing detailed duties, responsibilities and expectations. We have included advisor, reporting job description templates that you can modify and use.

Sample responsibilities for this position include:

Responsible for the development and analysis of various reports covering items such as Open requisitions and their status
Primary responsibilities are identifying, tracking and resolving business systems issues in an applications support capacity
Provides consulting support in use, performance and function of business applications which exist on various technical platforms
Provides 2nd or 3rd-level support to business users of various systems on different platforms including web-based, Client/Server, standalone and mainframe
Researches and references documents pertaining to the scope, design and use of various business systems, including where to retrieve this information
Facilitates Incident and Change Management resolution details using appropriate tracking tools
Provides 2nd or 3rd-level support to business users of various systems on different platforms
Assesses, researches, analyzes and documents sponsor/stakeholder needs
Testing existing suite of reports plus new reports against core system reports to determine accuracy
Identify and report on potential problems with the asset tracking tool

Advisor, Reporting Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Advisor, Reporting

List any licenses or certifications required by the position: CPA, CIA, CA, PMP, CMA, CFA, CRCM, CISA, CAMS, ITIL

Education for Advisor, Reporting

Typically a job would require a certain level of education.

Employers hiring for the advisor, reporting job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Accounting, Finance, Business, Computer Science, Management, MBA, Statistics, Education, Economics, Mathematics

Skills for Advisor, Reporting

Desired skills for advisor, reporting include:

Aspects of the organization
Business and information systems
Enbridge budgeting processes would be an asset
Renewable and transmission assets to enable effective communication with Operations management
Albridge
Altering and protecting organizational data
Architectures and governance
Components relevant to LPL’s product suite
Components relevant to an advisor’s practice management needs
Enterprise security strategies

Desired experience for advisor, reporting includes:

Experience in Balance Sheet justification, reconciliation, cost accounting is ideal
Those with audit background are encouraged to apply
Experience with SEC Forms 10-Q/K required (prepare or audit)
Familiarity with SEC regulations a plus
Merger & acquisition experience a plus
Advanced to expert knowledge in SQL (ISQL, Transact SQL), SQL Server, VBA, Excel, Access, Business Objects, Minitab)

Advisor, Reporting Examples

1

Advisor, Reporting Job Description

Job Description Example
Our company is looking to fill the role of advisor, reporting. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for advisor, reporting
  • Monitor progress of projects and report back risks to leadership
  • Document business requirements/technical specifications for reporting solutions
  • Collaborate with stakeholder to ensure that solution meets needs
  • Map clinical program data to SNOMED CT codes to create standardized data for encounter reporting
  • Coordinate with data strategy and reporting teams to develop reporting solution according to CMS specifications and timelines
  • Participate in QA testing of data prior to release to clients/submission to CMS
  • Coordinate process for distribution of data to clients/CMS and ensure procedures in place to ensure that timelines are met
  • Prepare communication materials and appropriate client documentation as needed
  • Preparation of quarterly cash flow and financial reporting support for all US entities
  • Preparation of a monthly Corporate Earnings summary and participate in presenting the results to the Corporate Controller and other senior management
Qualifications for advisor, reporting
  • 4+ years related experience with Bachelor's Degree preferred
  • Hands on experience in asset management and asset discovery
  • Advanced skills in the use of database/spreadsheet technologies
  • Hands on experience with Service Now a plus
  • IT Services Acumen – thorough understanding Outsourcing Services offerings, industry standards, processes, technologies and ITIL framework
  • Minimum five (5) years experience in Finance including accounting, controls, MI and financial results analysis experience
2

Advisor, Reporting Job Description

Job Description Example
Our growing company is looking for an advisor, reporting. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for advisor, reporting
  • Coordinate the preparation of a quarterly Financial Statement Analysis package and consolidated earnings analysis
  • Ensure that consolidating entries are prepared in a timely fashion and that all inter-company transactions are properly eliminated
  • Ensure company-wide issues are addressed during the monthly/quarterly close process
  • Assist in the implementation of new tools and processes under the Building our Energy Future initiative and Spectra integration
  • Collaborate with internal partners (i.e., clinical program owners) to understand program guidelines and identify data needed for encounter reporting
  • Collaborate with business partners to ensure that solutions meet needs of the business
  • Develop and support reporting processes according to CMS specifications and timelines
  • Preparation of quarterly cash flow and financial reporting support
  • Preparation of a monthly Corporate Earnings summary
  • Coordinate preparation and review of monthly corporate earnings variance analysis
Qualifications for advisor, reporting
  • Proven knowledge and efficient usage of (automated) reporting tools, global and local
  • Proven experience with SAP
  • At least 4 years prior accounting/finance related experience
  • Previous experience in a managerial/supervisory role would be an asset
  • Excellent interpersonal and communication skills, including executive presentation
  • Experience of pan European operations
3

Advisor, Reporting Job Description

Job Description Example
Our company is searching for experienced candidates for the position of advisor, reporting. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for advisor, reporting
  • Ensure that consolidating/normalization entries are prepared in a timely fashion and that all inter-company transactions are properly eliminated
  • Assist the Corporate GL team during downtime
  • Coordination and review of a monthly Corporate Earnings summary and participate in presenting the results to the Corporate Controller and other senior management
  • Coordinate the preparation and review of a quarterly Financial Statement Analysis package and consolidated earnings analysis
  • Coordinate walkthroughs of coverage areas with business units and external audit staff, including monitoring of required follow-up
  • Act as primary point of contact to external audit staff ensuring timely delivery of work papers and supporting testing evidence
  • Expert knowledge in international accounting standards
  • A qualification as a CPA/CA
  • Lead system design, documentation, testing and implementation to ensure functional business area requirements are met
  • Participate in and/or lead cross functional teams responsible for implementing Finance business objectives and projects
Qualifications for advisor, reporting
  • Highly proficient in MS Excel and other databases such as MS Access
  • Ability to use own initiative and develop solutions based on business parameters
  • Comfortable working in a fast moving and dynamic business
  • Team-oriented with high degree of interpersonal skills and ability to influence
  • Adept at motivating and mentoring junior staff
  • ACCA or similar finance certification
4

Advisor, Reporting Job Description

Job Description Example
Our company is looking for an advisor, reporting. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for advisor, reporting
  • Inform and educate other business areas to the financial impact of potential business decisions responsible to them
  • Develop and maintain business relationships and partnerships with key business owners and stakeholders throughout the division and firm
  • Understand the roles, responsibilities and activities performed by organizational functions
  • Train new Finance associates within the department and key business partners within and outside the division
  • Extensive knowledge of HFM
  • Knowledge of JIRA, Blackline
  • Support the International Projects Department, Field Offices, and Disaster Assistance Response Team (DART) deployments with GIS mapping, analysis, mobile field data collection, and with other innovative GIS solutions
  • Recommend software, hardware and related GIS items in cooperation with Information Technologies and immediate supervisor
  • Maintain regular and open communications with management team and field staff to collect information and assess mapping needs
  • Serve as point person and resource to field offices
Qualifications for advisor, reporting
  • Knowledge of investment banking products is a plus
  • Bachelor's degree is required with emphasis in Accounting or Finance strongly preferred
  • Professional license, or designation in process is a plus
  • 6+ years of relevant work experience in Accounting, Finance or related field is preferred
  • Proficiency with MS Excel, Word and PowerPoint is required
  • Data analysis experience in SQL & Access
5

Advisor, Reporting Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of advisor, reporting. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for advisor, reporting
  • Travel internationally to Samaritan’s Purse field locations to provide GIS, mobile technology and SPRS trainings
  • Provides daily/weekly/monthly operational performance information in a timely, accurate, and secure manner with data integrity
  • Teams with NTT DATA Service Delivery Managers (SDM’s) and Customer Delivery Executives (CDE’s) to define reporting and data requirements and produce timely customer deliverables
  • Teams with Services Management Teams to define reporting requirements
  • Prepares and performs periodical Services Business Intelligence (SBI) account support review meetings
  • Promotes the portfolio of products and services and acts as an SBI point of contact for the Account team(s)
  • Works with vendors and internal customers to define business rules associated with data input and tracking
  • Creates and distributes routine and ad-hoc reports in support of non-standard requirements
  • Performs analysis to validate the accuracy of data being reported and provides trend/early-warning analysis
  • Capable of developing complex yet efficient technical processes for acquiring, modifying, and manipulating data
Qualifications for advisor, reporting
  • Works with other SBI team members to define requirements and design, develop, and implement automated solutions and processes across all of NTT DATA Services
  • Utilizes broad industry and accounting knowledge in the end-to-end delivery and preparation of moderately complex to complex financial and regulatory reporting requirements to include Bank Holding Company reporting, Enterprise GAAP reporting, P&C and Life Insurance STAT reporting, and / or investment reporting
  • Performs detailed, peer-review of Reserves, Risk-Based Capital, Monitoring, Federal Reserve (Y-reports, TIC reports, etc) and Insurance Statutory reports in addition to audited statements and support schedules in preparation for final review by management
  • Assists with audits, examinations and ad-hoc surveys by coordinating receipt of support from business partners and preparation of supporting work papers and schedules
  • May lead individual components of audits or examinations
  • Researches and provides recommendations regarding changes to reports as assigned, including new line items and updated instructions

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