Supervisor, Reporting Job Description
Supervisor, reporting
provides training and respond to inquiries from accounting user groups and others related to Carlyle’s global accounting policies.
Supervisor, Reporting Duties & Responsibilities
To write an effective supervisor, reporting job description, begin by listing detailed duties, responsibilities and expectations. We have included supervisor, reporting job description templates that you can modify and use.
Sample responsibilities for this position include:
Review and compare quarterly and annual tax provision workpapers for transition to quarterly and annual financial statements and supporting disclosures
Responsible for the preparation of the quarterly and annual tax provision workpapers for presentation of income tax expense, income tax liability and deferred taxes and review of tax accountants’ detail work relating to such provision efforts
Responsible for the preparation of footnotes regarding income taxes for 10Q and 10K disclosures
Analyze pending acquisition/mergers for opening balance sheet tax presentation, along with due diligence for income tax purposes of such targets
Analyze potential divestitures for income tax presentation, the potential for deductible/reportable losses and gains accordingly
Review FIN 48 reserve on a quarterly and annual basis
Training of tax accountants and tax accounting clerks as needed
Additionally, as needed, responsibilities will include providing assistance in preparation and review of Federal and State Income Tax Returns
Assist in documenting and training Expense staff on new systems and processes
Attend industry related conferences, webinars, , to gain further knowledge and information share with management and team
Supervisor, Reporting Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Supervisor, Reporting
List any licenses or certifications required by the position: CPA, MBA, CFA, RAC, ASQ, CGFM, IRP, PSC, MCDBA, MVP
Education for Supervisor, Reporting
Typically a job would require a certain level of education.
Employers hiring for the supervisor, reporting 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, Education, Economics, Management, Mathematics, Statistics, Graduate, Computer Science
Skills for Supervisor, Reporting
Desired skills for supervisor, reporting include:
IT concepts
Strategies and methodologies and their application to business opportunities
Midstream operations accounting area
Automation
Business processes and experience in developing accounting policies
Call Evaluation Packages
Databases and work closely with other data user groups
Familiarity with MAXeb back-end systems
German Language
Global custody and investment finance
Desired experience for supervisor, reporting includes:
Proven track record of ability to work with little supervision and demonstrated self-initiative
Ability to present information in a simple way to a non-technical audience
Experience supervising direct reports preferable but not mandatory
Consolidation packages for quarterly and annual SEC reporting
Monitor and review procedures to ensure compliance with SOX and internal control procedures
Oversee and manage onboarding, training, and development of expense staff
Supervisor, Reporting Examples
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Supervisor, Reporting Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of supervisor, reporting. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for supervisor, reporting
- Work directly with the project team to design and implement new performance reporting solutions
- Provide performance and technology training to field personnel
- Identify database requirements by interviewing internal customers
- Review financial statement drafts and other shareholder/marketing related reports
- Review regulatory filings (i.e., EDGAR filings, NSAR, NCSR)
- Assist with coordinating and reviewing CEO/CFO packages and other regulatory filings (i.e., NCSRs, NSARs, NQs, EDGAR filings)
- Assist with managing the daily operations of the Fund Reporting department by providing organizational leadership technical knowledge
- Provide legal/compliance with financial information needed to complete prospectus updates and other regulatory filings
- Review reports for the Board of Trustees
- Provide other financial information to users, including Portfolio management, Marketing and Shareholder Communications, Corporate Accounting, Fund Treasury Management, U.S. and non-U.S. regulatory agencies and industry trade groups
Qualifications for supervisor, reporting
- Knowledge of performance measurement and reporting
- Experience with BAC applications Client Review Center (CRC)
- MCTS, MTITP and/or MVP certifications, a plus
- Minimum 5 years of accounting experience within Big 4 accounting firm or mid-tier accounting firms and/or publicly-held company required
- 7+ years of experience in financial statement preparation, financial consolidations and general ledger accounting
- Proficient in GAAP and SEC guidelines
2
Supervisor, Reporting Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of supervisor, reporting. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for supervisor, reporting
- Perform, supervise and review the accounting and reporting for investments on a GAAP, Statutory, Pension Plan and Tax basis for monthly, quarterly and annual financial reporting
- Participate in evaluating and implementing accounting and reporting standards
- Prepare more complex monthly asset specific reports, ad hoc reporting and supporting documents for internal and external customers
- Engage and inspire other team members to continuously improve performance through increased effectiveness and efficiencies in their assignments, business processes and the workflow of the team
- Maintain a strong customer orientation focused on delivering high quality, well analyzed and timely deliverables
- Work closely with the External Reporting Finance Manager to lead department activities
- Assist with coordinating the quarterly financial close and consolidation across all worldwide businesses and corporate departments
- Ensure that close deadlines are met
- Assist with overseeing total company analysis package provided to senior management and external auditors
- Assist in the preparation of SEC filings and disclosures (10-K, 10-Q)
Qualifications for supervisor, reporting
- Be both process and task oriented
- Takes ownership and is a thought leader and a subject matter expert for areas of responsibility
- Ability to enhance processes/reports/analysis through continuous improvement / re-engineering
- Ability to manage projects and collaborate with sponsors
- Advanced/Expert knowledge of MS Excel (vlookups, filters, pivot tables)
- Ability to train/develop and motivate staff and conduct performance reviews
3
Supervisor, Reporting Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of supervisor, 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 supervisor, reporting
- Use data and key performance indicators to identify trends and recommend corrective action plans as necessary, and to ensure quality control of information used in external reporting and internal decision making
- Ensures that financial and regulatory reporting policies and procedures are adhered to while maintaining key effective internal controls that support accurate financial and regulatory reporting
- Assist with internal and external audits and examinations by FINRA, SEC, OCC and Federal Reserve Board regulators
- Assembly, mounting and testing of actuators, gearboxes and control systems
- Review all work orders created to ensure instructions are clear and no issues exist that could delay the assembly stage
- Through working closely with the Production Controller to determine job priorities, provide direction to the Production Technicians in completion of all assembly work orders on time
- Attends weekly production meetings being able to give valuable input into timelines for completion of work orders
- Checks that all work orders are completed correctly in accordance with production processes and procedures before being handed off for consignment
- Maintains detailed records of production work performed on job sheets and test reports as required, following company guidelines for quality control, inventory control, assisting and often leading in improvements to the production process
- Provides training and guidance to Production Technicians in assembly and production processes
Qualifications for supervisor, reporting
- Solid knowledge of security risk analysis/management theory and practical methods/techniques
- Solid knowledge of physical security practices and principles, including intrusion system deployment and design, from an operational perspective
- Knowledge of Operational Risk Management and Enterprise Risk Management concepts and practical methods/techniques
- Solid understanding of organisational priorities and relationships
- Solid understanding of current and emerging laws and regulations in Canada
- Strong written and verbal communication, presentation, organisation, and planning skills
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Supervisor, Reporting Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of supervisor, 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 supervisor, reporting
- Review all active accounts for overdrafts
- Create and maintain various data sources for tracking purposes
- Review servicing and other legal agreement to ensure servicing, reporting and remittance timelines are met
- Monitor and prepare all required reports for investors
- Active team member on Loan Sales
- Establish all procedures and ensure tracking of all investors and contracts
- Create a working environment that stimulates creative and innovative thinking
- Evaluate and provide regular feedback on staff performance on a regular basis
- Prioritize and assign projects to team members monitor their progress against deadlines
- Oversees the monitoring of daily, weekly, monthly scheduled production jobs
Qualifications for supervisor, reporting
- Ability to travel within the GTA (0-5%)
- University degree or college diploma in law and security administration, police foundations, security management, risk management, business administration or comparable professional education/training in a field relevant to security management
- Minimum of 2 years of relevant experience with an organisation of comparable size and complexity to TDBG, including experience in physical security operations
- Call centre or relevant experience
- 3+ years of professional accounting/reporting experience
- Strong computer skills including a high degree of proficiency within Excel
5
Supervisor, Reporting Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of supervisor, 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 supervisor, reporting
- Participates in accounting, audit and other special projects as required
- Assists with internal/external customer/auditor inquiries
- Oversee the generation of Certificates of Analysis (CofA) and Summaries of Analysis (SofA) for all lot release materials
- Register loans with various State agencies
- Supervise global team in the preparation and review of account reconciliations
- Skilled Manager
- Assess and action the dimensions of Organizational Health that directly affect your team to drive top performance
- Supervises team members and processes to sustain an effective reporting program that gathers, prepares, trends, and analyzes operational activity
- Coordinates and evaluates the work of Reporting Analyst(s)
- Assists with the creation of monthly client PowerPoint presentations
Qualifications for supervisor, reporting
- Participates in meetings with the corporate HEDIS team, vendors and / or HEDIS auditors
- Demonstrated ability to communicate effectively over the telephone and in person with staff at all levels of the organization
- Bachelor’s Degree in Accounting, Finance or similar field is required
- A minimum of three years work experience (prior finance type roles are preferable)
- Interest in Financial markets/instruments/Fund’s industry
- Computer literacy (Excel, Word, Outlook, Sharepoint etc)