Reporting Lead Job Description
Reporting lead
provides technical accounting guidance in the identification and application of US GAAP, SEC, and other authoritative accounting guidance in support of the company’s global finance organization.
Reporting Lead Duties & Responsibilities
To write an effective reporting lead job description, begin by listing detailed duties, responsibilities and expectations. We have included reporting lead job description templates that you can modify and use.
Sample responsibilities for this position include:
Management of a team of up to 15 ENOs located in Poland who will be performing Reporting Solutions activities
Define, establish and support adequate Change Control standards and Project Management governance involving key stakeholders
Develop and co-ordinate IHC’s FY 14-A framework and template submission process
Serve as IHC’s SME (subject matter expert) on 14-A templates
Perform gap analysis between 14-A definitions/requirements and business financials to ensure accurate translation of business results into 14-A templates
Develop 14-A governance including documentations, controls, reconciliations, business challenges
Develop 14-A analytics including business/desk level 14-A reporting/analytics
Partner with technology to implement longer term FR 14-A automated system based reporting including ensuring data strategy meets 14-A requirements, testing/validation of results
Partner with capital policy team to drive decision making on reporting interpretations
Support SEC and Fed reporting
Reporting Lead Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Reporting Lead
List any licenses or certifications required by the position: CPA, MBA, BIRT, ACCA, HCM, SAML, PMP, ITIL, TQM, CSM
Education for Reporting Lead
Typically a job would require a certain level of education.
Employers hiring for the reporting lead 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, Education, Business, Management, Associates, Guidance, Computer Science, Engineering, Business/Administration
Skills for Reporting Lead
Desired skills for reporting lead include:
US GAAP
US and Local GAAP
Complexities of a large global company and ability to operate within a matrix environment
DRG and Revenue Codes
HCPCS
ICD-10
Managed care
US-GAAP and SEC requirements and accounting practices
Visio
Desired experience for reporting lead includes:
Good knowledge of building and maintaining Management Information
Ability to write work papers that are concise, accurate and need little amendment with limited supervision
Effective interpersonal skills to facilitate team working, knowledge sharing and stakeholder management
Listen effectively and be open to new and diverse ideas
Knowledge of Control Issues and Tracking management
Adapt quickly to change and support departmental initiatives
Reporting Lead Examples
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Reporting Lead Job Description
Job Description Example
Our company is searching for experienced candidates for the position of reporting lead. 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 lead
- Provide reports and analysis to management on the valuation and projection of DAC and SOP reserves for the fixed annuity products
- Work with others on the valuation and other teams to analyze effects of interest movements and policyholder behavior on our balance sheet and earnings
- Work with various areas to ensure economic and policyholder behavior assumptions and modeling methods are thoroughly defined, tested and implemented
- Monitor and analyze developments in actuarial techniques, laws and regulations applicable to fixed annuities
- Manage small team of employees
- Management of the day to day operations of the team consisting of 3-5 staff and allocation and organization of staff assignments
- Review of staff preparations of fund financial statements and schedules of investments coordination and drafting of the notes to the financial statements for annual and semiannual shareholder reports for registered and non-registered funds
- Manage fund and audit/client cycle deadlines and staff work load to ensure deliverables are met and completing reviews to ensure accurate and timely filings
- Coordination of audits related to staff assignment of auditor open items and client questions and comments
- Conduct performance management for staff
Qualifications for reporting lead
- Proven experience of leading, building and developing a team
- Thorough commercial knowledge and understanding of economic drivers
- Excellent attention to detail and commitment to timely delivery
- Financial Services business awareness specific to areas of responsibility or large FTSE or blue chip where you will have worked in a large reporting function with multiple stakeholders, ideally globally
- Proven delivery track record in reporting role(s)
- Comfortable dealing with ambiguity and changing environment, leading others through this
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Reporting Lead Job Description
Job Description Example
Our innovative and growing company is hiring for a reporting lead. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for reporting lead
- Support cash forecasting, understandingCurrent debt and working cash management position and variances each month
- Support the development of reporting standards and sharing these with stakeholders
- Responsible for the Cash flow reporting and invoice collection
- Contributing to internal audit activities as directed by Group and Cluster CFO
- Adhering to and maintaining compliance to local Group accounting policies
- Is overall responsible for the delivery of reporting services from the Centre of Excellence
- Supports global Service Management Center goals by ensuring the quality of delivery and governance of the reporting services from the Centre of Excellence
- Works closely with, and leading, the CoE reporting team
- Structuring of the reporting team within the CoE
- Working with HR to ensure recruitment and retention of the appropriately skilled resources
Qualifications for reporting lead
- Self-starter / self-manager
- Knowledge of the processes / procedures / systems which support the role
- Key internal & external stakeholder and customer relationship management
- Advanced skills with MS Office including Excel, Word and Powerpoint
- Experience in proof reading or editing senior management or published reports
- Knowledge of Operational Risk in a banking institution or large Corporate and a large organisation’s approach to Risk Management
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Reporting Lead Job Description
Job Description Example
Our innovative and growing company is looking for a reporting lead. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for reporting lead
- Create functional report designs to be implemented by the reporting team including calculation rules, data sources and test scenarios
- Support SMC Global Process Owners, SMC/GBU heads and management in performing data analysis on reports
- Building relationships with key business partners and peers in Service Operations functions
- Monitoring and measurement of the reporting team performance in the CoE
- Works with the Global Process Owner to reduce the Work Unit cost
- We are looking for an experienced software developer and technical lead
- The reporting application will use the Jaspersoft Studio Report development tool to create reports that take input data from a Spark cluster and render in client specific file formats
- We are looking for someone with in depth Jaspersoft Studio development experience with the ability to lead a team of Jaspersoft developers in a technical capacity, be a good communicator and have a strong technical aptitude
- Manage monthly financial reporting according to IFRS and participate forecast/budget process
- Ensure that all financial processes and internal controls, including DoA, are implemented, robust and compliant related to field of activity
Qualifications for reporting lead
- Advanced working knowledge of Excel, including pivot tables, slicers, formulae
- Operational and/ or technology experience is an asset
- Ability to understand and articulate technology and business impact
- Broad knowledge of SEC, FASB and SOX requirements, accounting principles, practices and tax reporting requirements
- Proficient in financial system reporting environments (i.e., IBM TM1, Hyperion, Cognos)
- Minimum 5 years of experience working with Data Warehouses, Data Marts, Data integration and Data Governance processes, excellent SQL skills REQUIRED
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Reporting Lead Job Description
Job Description Example
Our company is growing rapidly and is looking for a reporting lead. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for reporting lead
- Overview statutory accounting/finance compliance
- Participate into hedging and treasury processes
- Regular review of financial KPIs to the level of consistency with the budget figures
- Monthly check of the actual accounting entries and applying corrections as necessary
- Lead intra-site back charging process
- Implement the controlling processes and tools used within the Business (ADEL, SAFIR, TERANGA etc)
- Create monthly sales and P&L reporting analyses and presentations for use by International executive management Group finance
- Help prepare and review SEC-like documents, , 10-Q/K (including MD&A) and financial schedules, and other regulatory reporting requirements
- Lead a team of partner reporting technical experts on day to day basis and the quality of services rendered by them
- Collaborate with partner team to ensure end to end smooth delivery
Qualifications for reporting lead
- Awareness of Operational, Information and Privacy risk
- Thorough knowledge understanding of Compliance
- Minimum 7years of Analytics, Metrics and Executive Reporting experience
- Experience with developing executive dashboards for Senior Management
- Advanced knowledge of Production/Operate functions, success measures highly desired
- Ability to de-mystify, analyze various data sources to form cohesive analysis for executive reviews
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Reporting Lead Job Description
Job Description Example
Our company is looking to fill the role of reporting lead. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for reporting lead
- Responsible for resolving and fulfilling reporting system related Incidents and service requests raised by users according to service levels working with partners including performance indicators like full service index
- Committed to address the customers and partners concerns at the right time to ensure their happiness is met all the time
- To keep technical landscape up to date & technology refresh is done according to plan
- Ensure systems are tested and confirm functionality during migrations and upgrades
- Lead transitions from projects to operations
- Evaluate and drive continuous improvements in reporting/analytics
- Track usage of reports/dashboards per business group and service units
- Enable Service units, Business Groups to use information to drive decisions and growth
- Run internal projects for reporting and analysis needed by leadership team
- Creating of ROI reporting on all marketing initiatives, developing scorecards for marketing campaigns and initiatives, formulate all campaign and initiative development to ensure correct data capture for reporting
Qualifications for reporting lead
- Superior knowledge and experience in Excel, Access, Powerpoint and other data analytics frameworks/tools
- Establishing a change control process and adequate control standards supporting Reporting Solutions
- Ensuring production user support for credit risk reporting teams globally
- University degree in finance/accounting or equiv
- Prior Financial Services & Equipment Leasing industry preferred
- Ability to partner with and support other functions