Reporting Coordinator Job Description

Reporting Coordinator Job Description

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Reporting coordinator provides spreadsheet and database updates and work with internal/external systems on extracting information to support compliance activities (PCM, SAP, WERCS, Excel).

Reporting Coordinator Duties & Responsibilities

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

Sample responsibilities for this position include:

Perform testing prior to new releases in SAP AFS and MicroStrategy driven by the IT department
Analyze reports and develop executive summaries and PowerPoint presentations of the reports
Create PowerPoint presentation that provide an overview of the outcomes
Organize, prepare and distribute required monthly , quarterly and annual reporting
Present complaint statistics at Regional Risk and Control Committee meetings
Coordinate with EMEA and ASIA counterparts for consistency in organization and quality of compliant tracking and reporting
General support in daily reporting and research – Dodd Frank eligibility, end user exception, EMIR, account level restrictions, outstanding trade confirmations, SEC 17a3 letters exceptions
Preparation of fund financial statements and schedules of investments assisting team leader in drafting of the notes to the financial statements for annual and semiannual shareholder reports for registered and non-registered funds
Review of schedules of investments for registered funds on Form N-Q filings
Assist team leader in coordination of audits, related auditor and clients open items, questions and comments

Reporting Coordinator Qualifications

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

Licensing or Certifications for Reporting Coordinator

List any licenses or certifications required by the position: CPA, PMP

Education for Reporting Coordinator

Typically a job would require a certain level of education.

Employers hiring for the reporting coordinator job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Accounting, Finance, Business, Education, Business/Administration, Management, Associates, Nursing, Computer Science, Technical

Skills for Reporting Coordinator

Desired skills for reporting coordinator include:

Excel
Outlook
MS Office
SAP
Clinical research process and current GCP/ICH guidelines applicable to conduct of clinical research
Microsoft Excel
Sharepoint
Excel spreadsheet applications
GAIL Donor Database and FAME
PowerPoint

Desired experience for reporting coordinator includes:

Review of staff prepared fund financial statements, schedules of investments, Form N-SAR filings, Form N-Q and other supporting schedules as necessary
Provide timely and relevant feedback regarding staff performance to team leader
Assist with the on-boarding of new clients
Initiate, develop and maintain KPI’s for European SCM
Develop appropriate operational and management reporting for assigned business processes and categories
Help form the reporting and Business Intelligence (BI) landscapes within the department

Reporting Coordinator Examples

1

Reporting Coordinator Job Description

Job Description Example
Our company is looking to fill the role of reporting coordinator. 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 coordinator
  • Ensure that all reports are documented and published on time for the complete Western Europe organization
  • Act as one of the departmental reporting expert – providing necessary support and training to ensure that capabilities are transferred
  • Challenge the current reporting structure and identify areas of improvement
  • Support specific projects that are undertaken within the Department through data gathering, analysis, report development, presentations and recommendations
  • Develop a good degree of system knowledge to understand interdependencies between systems and processes and drive necessary changes where needed
  • Assist other colleagues
  • Serves as the point-of-contact for all Records and Information Management (RIM) matters and ensures that all resolution plans are properly indexed, stored, and secured
  • Assists with the proper maintenance of official documents and information generated and/or received by the GFO team pursuant to Program Executive Office, Assembled Chemical Weapons Alternatives (PEO ACWA) PAM 25-52 Records Management Program and Recordkeeping Procedures
  • Implementation of the scanning effort for PCAPP documents
  • Update electronic and paper records inventories, data map sections, and vital records listings pertaining to electronic and paper documents found within PCAPP
Qualifications for reporting coordinator
  • Provide direction, control, supervision, and policy guidance related to directives (publications) management, forms management, correspondence management, office symbol management, reports control, rule making, record keeping, copier management, printing and duplicating management and supporting automated administrative systems
  • Provide direction, control, supervision, and policy guidance related to DA 25-51 Records Management Program, Privacy Act of 1974, and AR 25-55 Freedom of Information Act (FOIA)
  • Manage receipt, and control of accountable Official Mail both incoming and outgoing
  • Coordinates and administers access to the ARIMS database reflecting inactive paper records sent to off-site facilities for long-term storage
  • Drafts proposed changes to records retention policy and schedule, as necessary
  • Work with PEO ACWA Legal Division personnel to execute preservation directives and legal holds
2

Reporting Coordinator Job Description

Job Description Example
Our company is looking to fill the role of reporting coordinator. 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 reporting coordinator
  • Lead the development of an overall harmonized reporting structure and reporting tools which may include, quarterly and monthly reports, dashboards
  • Manage the development, compilation, and production of $multi-billion rail transit Portfolio/Program report(s) covering progress, cost, cash flow, earned value, risk, schedule and other relevant information
  • Successfully liaise with program controls work stream leads—estimating, planning/scheduling, cost control, and risk management and any other work streams (internal and external) providing information
  • Oversee the report(s)’ review process which includes several internal and external stakeholders
  • Manage the report review process addressing questions and comments received from the reviewers
  • Supervise/ manage the reporting team on the production of various reports
  • Look to develop industry best practice including continuous development
  • Contribute to Executive and Board level papers and reports
  • Timely and accurate processing of Frito FSV Trade Spend claims utilizing the various Trade Spend systems
  • Liaise with relevant stakeholders within Corporate Compliance to pre-fill various statistical informations into quarterly Sectors/Regions Compliance Report
Qualifications for reporting coordinator
  • 1+ years work experience with data analysis, operations or quality
  • Experience preparing and presenting data reports
  • Previous work experience working with CAPA and Complaint Handling quality systems preferred
  • Experience with non-conformances and/or corrective and preventive action reports
  • Background in Medical Device and/or Quality Assurance preferred
  • Demonstrated ability to work in an independent environment while handling QA tasks
3

Reporting Coordinator Job Description

Job Description Example
Our innovative and growing company is looking for a reporting coordinator. 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 coordinator
  • Support the annual E&C Compliance Risk Assessment Workshops in all Sectors and Regions if needed
  • Document risk mitigation measures and ownership developed within Sectors/Regions within ERM tool
  • Review the Infozone Ethics & Compliance site on a regular basis and ensure quality of links and information
  • Support the Manager, Compliance Control Framework, Policies and Governance in tracking and reporting of Compliance Risk mitigating measures resulting from Compliance Risk Assessment workshops
  • Support the Manager, Compliance Control Framework, Policies and governance by performing tests on the Compliance Control Framework and develop conclusion and KPI’s for ongoing monitoring of effectiveness of the Compliance Program
  • Liaising with relevant internal stakeholders of Ethics & Compliance (Finance, Internal Audit, Risk Management, Legal, Global Corporate Communications, Human Resources)
  • All other related tasks (respond to recommendations from IA, Monitor or CI)
  • Working with the Deputy CAMLO function to coordinate quarterly Operating Group Leader reporting on the status of the AML Program for Canadian P&C, Wealth Management and Capital
  • Provides technical support and guidance to staff and partners in the region and in country offices
  • Research and Reconcile Custodial discrepancies
Qualifications for reporting coordinator
  • High School Diploma/GED and 3+ years of work experience OR Bachelors Degree and 1+ years of work experience
  • Demonstrated ability to interact and effectively communicate with all levels of employees and external customer / sales individuals
  • Must possess strong skills in the areas of verbal and written communications, interpersonal relationships, and analysis of data
  • Previous experience in continuous improvement with the use of tools such as Lean or Six Sigma strongly preferred
  • DMAIC trained in Lean Sigma as a Black Belt or Green Belt preferred
  • Degree in Business Administration helpful but not a must
4

Reporting Coordinator Job Description

Job Description Example
Our innovative and growing company is looking for a reporting coordinator. 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 coordinator
  • Distribute generated reports in a timely manner to clients, management, and other required entities as needed
  • Collaborate with various function teams such as marketing, research, and IT to achieve business results
  • Discuss and assess the needs of end-users, clients, and/or management, and compiles report requirements in order to develop customized reports from a database
  • Ensure proper testing/validation
  • Ensure all information is appropriately encrypted
  • Train end-users in reporting database(s) and ad-hoc report creation
  • Document and maintain records of created reports and/or changes to existing reports
  • Identify trends, specific information relative to a situation, make connections between reports and project activity
  • Demonstrate understanding of relevant software and databases (e.g., SQL
  • Develop, maintain and enhance Pepsi Equipment Services Operations information (SQL Server) database to capture key performance metrics and provide web-based solutions for report retrieval and viewing
Qualifications for reporting coordinator
  • 6 months of experience with eOscar credit system
  • Compliance related certification preferable
  • Work experience in Legal or Compliance department is a plus
  • Detail oriented, must always produce highest quality work
  • Must be able to work independently and manage priorities
  • Must be able to produce highest quality and focused presentation and reporting materials for C-level and Board level audiences
5

Reporting Coordinator Job Description

Job Description Example
Our company is looking to fill the role of reporting coordinator. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for reporting coordinator
  • Develop, maintain and enhance Pepsi Equipment Services reporting systems
  • Lead participants in data validation and testing as required
  • Delivering world class service
  • Managing and executing the order capture process
  • Proactive customer communication
  • SKU availability management
  • Technical accounting issues/memos
  • Lead accounting department in compilation and supporting work papers and analytical procedures
  • Coordinate, prepare and maintain all work papers supporting quarterly and annual audit and review filing procedures
  • Review SEC filing in detail for disclosure and content
Qualifications for reporting coordinator
  • Must have excellent analytical and organizational skills
  • Must be comfortable working with tight deadlines and motivate others to contribute timely
  • 3+years experience in Fund Administration/Financial Reporting industry or related relevant industry Degree in finance or accounting
  • Familiarity with core project management principles
  • Flexible, resilient, resourceful and detail oriented
  • Thorough understanding of the “three lines of defence” model of regulatory compliance

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