Reporting Analyst Senior Job Description
Reporting analyst senior
provides to Compliance and QC Teams and include data analysis tools (charts, graphs, pivot tables, etc) as appropriate.
Reporting Analyst Senior Duties & Responsibilities
To write an effective reporting analyst senior job description, begin by listing detailed duties, responsibilities and expectations. We have included reporting analyst senior job description templates that you can modify and use.
Sample responsibilities for this position include:
Coordinates and manages tactical client internal projects
Responsible for the development and timely delivery of scheduled, new and adhoc reports and change requests
Automate and streamline reporting process relating to report distribution, scheduling, bursting
Maintain reporting environment and reporting governance around publishing of BI reports (Cognos Report Studio, Event Studio, Webfocus, ...)
Ensure Service Level Agreement is met and reports are produced/scheduled within agreed timelines and GV runs, providing reporting support during month end, quarter end reporting cycles and forecasting/planning periods
Ensure report and quality standards are adhered to and continuous improvement initiatives are embedded within production and development
Ensure adequate and up to date documentation on workflow tickets, report inventory, reporting processes and related activities/components
Prepare and present financial reports and critical analysis
Analyze financial information such as revenues and expenses and summarizing current and projected financials
Collaborate with key internal stakeholders to assess analysis and reporting needs and proactively assess the usefulness of various reports/ financial analysis
Reporting Analyst Senior Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Reporting Analyst Senior
List any licenses or certifications required by the position: CPA, MBA, CFA, CMA, PMP, ITIL, CFE, CIPM, CAMS, SOX
Education for Reporting Analyst Senior
Typically a job would require a certain level of education.
Employers hiring for the reporting analyst senior job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Accounting, Finance, Business, Economics, Education, Computer Science, Statistics, Business/Administration, MBA, Mathematics
Skills for Reporting Analyst Senior
Desired skills for reporting analyst senior include:
Excel and PowerPoint
Data reporting/analysis tools and techniques
Generally Accepted Accounting Principles
Applicable Microsoft Office applications
Charts
Data reporting/analysis tools and techniques and ability to use SQL
Graphs
Health plan operations
Microsoft Excel to create pivot tables
Cost containment strategies
Desired experience for reporting analyst senior includes:
Five or more years of experience leveraging SQL in a quantitative business intelligence and/or reporting capacity
Experience with Bloomberg or Morningstar Direct usage and data extraction and integration from them with a variety of file formats XML, TXT, CSV, XLSX preferred
The ability to act on own initiative, be adaptable, and exercise creativity in problem solving, coordinating a wide variety of solutions into projects
Public Accounting experience required (2+ years)
US GAAP, Sarbanes-Oxley
Four year degree and a minimum of three years related work experience
Reporting Analyst Senior Examples
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Reporting Analyst Senior Job Description
Job Description Example
Our company is looking for a reporting analyst senior. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for reporting analyst senior
- Collaborate with key stakeholders in building analytics applications including dashboards, data visualization, scenarios and simulations in identifying opportunities
- Collaborate with IT to ensure that all necessary statistical and analytical software tools are available and functioning correctly
- Develop and maintain monthly, periodic and special request reports
- Produce training curriculum and deliver training to end users of the SAP and other Integration Service reporting systems
- Create scripts to automate repetitive tasks on corporate computer systems
- Functions as liaison for new and existing technology implementations, such as development of new productivity and information collection systems
- Manage quarterly SEC filings (i.e., 10-Q, 10-K, XBRL) including earnings release 8-K
- Assisting the manager in adoption of new IFRS 15 Revenue Standard
- SEC filings (10-K, 10-Q, 8-k, DEF14A)
- Stock based compensation & EPS calculations
Qualifications for reporting analyst senior
- Analyze issues and identify potential solutions that further Risk Management and Collections Strategy CoE's business objectives
- Ensure the timely communication of issues that are relevant to the team and encourage a good working relationship with other internal and external groups
- Create reports on the results of implemented strategies, and make recommendations to increase efficiencies and revenue while controlling delinquency and losses, and to produce those reports on a regular basis
- Establish and maintain a smooth working relationship with Collections and Recovery CoE and Risk Strategy teams to ensure reporting aligns with LOB requirements
- Strong Excel and Word proficiency required
- Thorough knowledge of different types of securities, their settlement and income
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Reporting Analyst Senior Job Description
Job Description Example
Our company is growing rapidly and is hiring for a reporting analyst senior. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for reporting analyst senior
- Assists with the maintenance of the monthly regulatory calendars to meet compliance objectives
- Assists with the preparation of periodic STAT financial reporting for consolidated life insurance companies, and helps summarize the significant items worthy of note related to period
- Assists with preparation of the consolidated, statutory financial reports for the Company
- Assists with the maintenance of the books and records to support STAT accounts of the legal entities
- Provides documentation and analysis that supports the needs of the Assistant Controller
- Assists with the preparation of the quarterly and annual consolidated statutory statements and MD&A disclosures
- Assists with providing support and analysis for use by outside auditors and regulators
- Assists with the maintenance of the books and records to support the accounts of the non-life legal entities
- Assists in providing inputs for annual STAT plan relating to Life entities
- Assists in calculations of RBC levels and in explaining significant variances for the consolidated entity
Qualifications for reporting analyst senior
- Ability to communicate effectively & tactfully with personnel on all levels
- Possess confidence to work with all levels of finance and operational staff within division and across other departments
- CPA designation or tracking
- Minimum of 3-5 years of accounting experience (Public accounting experience preferred but not required)
- SAP and WebFilings experience
- High skill level in Microsoft Office products
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Reporting Analyst Senior Job Description
Job Description Example
Our company is looking for a reporting analyst senior. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for reporting analyst senior
- Perform analytical procedures over monthly and quarterly reports including researching and resolving identified issues and documenting key drivers of financial results
- Responsible for compilation of financial statement footnotes for the NAIC reporting and the audited statutory financial statements ensuring compliance with required disclosures (NAIC instructions and Statutory Audit Disclosure Checklist)
- Assist with special projects and determine ways to enhance efficiencies within our processes
- Supports NYSDFS inquiries, Industry Rating Agency Surveys, NAIC MD&A and other key regulatory reports
- Use technical skills and software skills to continuously improve reports used to develop analytical information
- Completes quarterly, semi-annual, and annual financial reports for shareholder and regulatory reporting for non U.S. funds in accordance with local regulatory reporting requirements in Ireland, U.K., and Canada
- Oversees, analyzes, and reviews third party provider’s financial statements and notes to financial statements for inclusion in financial reports, to ensure accuracy and completeness
- Develops an understanding of regulatory reporting requirements for multiple domiciles (Canada, Ireland, U.K.), and ensures compliance
- Completes fund fiscal and calendar year end tax reporting functions
- Develops fund/product knowledge, and keeps current on fund events that may affect financial reports, and ensures necessary changes to disclosures are complete and accurate
Qualifications for reporting analyst senior
- Bachelor’s Degree in Math, Analytics, Statistics, Computer Science, MIS is required
- Medical device/Healthcare software industry experience is preferred
- Hands on experience working with large data sets, including statistical analysis, data visualization and data mining is necessary
- Advanced MS Access and Excel skills are necessary
- Experience with complex SQL and advanced SQL concepts is preferred
- Experience with other enterprise systems such as CRM is preferred
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Reporting Analyst Senior Job Description
Job Description Example
Our growing company is looking to fill the role of reporting analyst senior. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for reporting analyst senior
- Leverage programming to automate report creation and delivery
- Complete special projects/reports as needed
- Verifies data for accuracy and is able to identify inconsistencies and recommend corrective action
- Formulates and defines reporting project scope and objectives based on both user needs and a thorough understanding of business systems and source data
- Documents reporting processes, code and source data
- Coordinate annual SOX internal control testing and documentation efforts both internally and with external audit firm
- Proactively work with business process owners to enhance SOX documentation around risk assessments, process flow diagrams, control identification and mapping, process narratives and evidence of monthly/quarterly/annual control testing
- Ensure timely and accurate filing of periodic SEC reporting, including 10-Qs and 10-Ks
- Prepare and review schedules and footnotes as part of the annual and interim external reporting processes
- Assist with the preparation of quarterly earnings releases, earnings call scripts and schedules for quarterly audit committee meetings
Qualifications for reporting analyst senior
- Proven ability to use higher-level computer analysis software such as Business Objects, SAS or SPSS
- Proficiency in advanced level statistical methods and quantitative analyses including familiarity with regression techniques, multivariate analysis, analysis of variance and survey research
- Knowledge of commonly used industry and proprietary data systems used to analyze health care data
- Familiarity with industry, government (federal and state) laws and regulations pertaining to reporting requirements of statistical data and limitations in the dissemination of data
- Ability to present complex information and ideas in an easily understandable manner
- This position requires a Bachelor's Degree and five to eight years of experience, while eight to ten years of experience is preferred
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Reporting Analyst Senior Job Description
Job Description Example
Our growing company is looking to fill the role of reporting analyst senior. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for reporting analyst senior
- Manage the business relationship with your counterparty on the client side
- Provide backup for your team members to cover required audit procedures and monthly tasks
- Identify opportunities for process improvements and automations
- Ensure that all standardized tasks are documented in the form standard procedure
- Works with assigned divisions and ensures that the necessary Bank data is gathered for financial management reporting purposes
- As assigned, coordinates and executes certain financial/management reporting functions of assigned line units
- As assigned, works with business managers during the annual planning and budget process
- Prepares financial statements and disclosures for the Company's filings, including but not limited to Form 10-Q, Form 10-K and statutory filings
- Prepares supporting schedules and documentation for information contained in external filings
- Prepares and/or reviews benefit plan financial statements
Qualifications for reporting analyst senior
- Big 4 accounting experience preferred and CPA required
- Experience with FP&A reporting preferred
- Experience with Business Planning and Consolidations (BPC) and SAP suite of products is preferred
- Strong ability to organize and coordinate effectively in a high pressure environment
- Must possess ability to adapt to a changing environment, handle multiple tasks concurrently, team work oriented and work efficiently within limited time requirements
- High level of motivation, requiring minimal direction/supervision, and assertive diplomacy necessary