Advisor, Reporting Resume Samples
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Advisor, Reporting Resume Samples
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HM
H Marquardt
Horace
Marquardt
687 O'Keefe Square
Dallas
TX
+1 (555) 175 0232
687 O'Keefe Square
Dallas
TX
Phone
p
+1 (555) 175 0232
Experience
Experience
Houston, TX
Advisor, Reporting
Houston, TX
Ratke, Jenkins and Johns
Houston, TX
Advisor, Reporting
- Responsible for the gathering, preparation and loading of budgets as well as monthly and long range forecasts for various Power assets
- Liaise with the Controller’s Group for GL, budgeting and forecast issues
- Professional accounting designation - CPA
- Provide ad hoc query support to the business on various financial and production information requests/issues relating to Power assets and contracts
- Maintain awareness of current accounting pronouncements and US GAAP through professional development programs and courses
- Prepare and analyze annual capital and financial budgets, and monthly forecasts for review by management
- Assist in the design and maintenance of accurate and flexible budget/forecast models
New York, NY
Financial Reporting Advisor
New York, NY
Will and Sons
New York, NY
Financial Reporting Advisor
- Perform various ad-hoc analytical reviews
- Assist with quarterly reporting to Treasury to support reporting to credit rating agencies
- Develop accounting guidance
- Assist with external reporting requests and special projects from business units such as Investor Relations, Business Development, Budgets and Treasury, on an ad-hoc basis
- Assist with the coordination, preparation, analysis and reporting of the annual and interim external management’s discussion and analysis and financial statements provided to senior management of Enbridge Inc. and its Board of Directors, securities regulators, securities analysts and investors
- Lead and participate in various global finance improvement initiatives and reviews
- Perform quality assurance of reporting units in monthly consolidation
present
Philadelphia, PA
Temporary Financial Advisor Internal Reporting
Philadelphia, PA
Cartwright and Sons
present
Philadelphia, PA
Temporary Financial Advisor Internal Reporting
present
- Identify & provide recommendation for process improvements through a review of accounts and associated process
- Review affiliate prepared analysis for accuracy and completeness and provide suggestions for improved analysis
- Provide support to the business for any new or unusual transactions occur to ensure the processes and accounting is accurate and complete
- Willing to work under pressure and some overtime to meet tight reporting deadlines
- Ensure departmental SOX compliance and effective management of SOX documents and evidence
- Prepare quarterly and annual supporting schedules for Enbridge Inc., external reporting or external auditors
- Prepare monthly analysis and reconciliations on various accounts on a monthly basis to ensure accuracy and completeness of transactions recorded
Education
Education
Bachelor’s Degree in Corporate Finance
Bachelor’s Degree in Corporate Finance
Central Michigan University
Bachelor’s Degree in Corporate Finance
Skills
Skills
- Strong relationship-building and professional networking skills
- Strong interpersonal communication skills, including the ability to adapt communications to audiences at multiple internal and external levels
- Strong personal effectiveness skills, including time management and work prioritization skills, and the ability to handle multiple tasks simultaneously
- Experienced with data source systems, and capable of writing complex SQL statements to create sophisticated analytics
- Strong customer focus
- 4-6 years of reporting and analysis experience, or
- Experienced with information publication systems and tools, and capable of using them to publish complex reports. Tools include: Excel, Access, SharePoint, PowerPoint, and other Business Intelligence tools
- Strong information technology services acumen, with a thorough understanding of NTT DATA Services offerings, as well as industry standards, processes, technologies, and ITIL framework
- MS Access & Excel Expert level – queries, reporting, data validation, pivot table queries, graphs, v-lookup, comparing data, consolidation of multiple data sets
12 Advisor, Reporting resume templates
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1
Metrics & Reporting Advisor Resume Examples & Samples
- Interface with product managers and business teams to understand reporting and analytics needs
- Familiarization with data structures in the legacy SQL Server and data warehouse environments
- Develop reports in Business Objects (BOBJ) to provide globally standard reporting
- Support movement of datasets and reporting into the next generation Reporting and Analytics environment via testing and validation
- Ability to collaborate and coordinate with other team members
- User experience with SQL Server and Teradata databases
- Development experience with SAP reporting/analytics tools: Business Objects, Explorer, Lumira
- Experience in statistical analysis or data labs
- Structured approach to problem-solving
- Ability to interpret business needs and convert to data requirements
2
Metrics & Reporting Advisor Resume Examples & Samples
- Driving and Participation on Dell's medium-size projects
- Familiarization with data structures in the SQL Server and data warehouse environments
- Support movement of datasets and reporting into the next generation Reporting and Analytics environment
- 4-5 years professional finance or reporting experience
- Experience with SQL
3
Senior Advisor Faas Financial Services Insurance Regulation & Reporting Resume Examples & Samples
- Willingness to obtain an accounting, risk management or similar professional qualification (e.g., RA, CFA, RC, ACCA)
- Previous experience with insurance regulation and/or financial or prudential reporting
- Technically sound and an understanding and appreciation of recent industry developments
- Experience in consulting, ideally developed in the insurance sector is highly appreciated
- Dutch language skills are highly appreciated
4
Finance Reporting Advisor Resume Examples & Samples
- Previous experience in reporting development role an advantage but not essential
- Previous experience in financial services would also be an advantage but not essential
- An understanding of reporting methodologies and SQL would be an advantage but not essential
- Previous experience with Temenos T24 & Insight platforms an advantage
5
Senior Advisor Faas Financial Services Banking Regulation & Reporting Resume Examples & Samples
- Master’s degree in Corporate Finance, Accounting & Control, Economics or related field
- Willingness to obtain an accounting, risk management or similar professional qualification
- Ability to lead teams and supervise junior team members
- Previous experience with banking regulation and/or financial or prudential reporting
- 3 - 7 years of relevant working experience within the financial services industry
- Dutch language skills are mandatory
6
Metrics & Reporting Advisor Resume Examples & Samples
- Work with highly skilled technical and operations advisors
- Assist account leaders and our client in determining reporting needs based on business requirements and objectives
- Develop database logic to extract required information for reporting
- Run and prepare various statistical analyses of business data, using multiple sources of qualitative information, qualitative research and trend data to identify performance, causes and variances
- Present analysis, forecasts, models and recommended solutions for management consumption
7
Services Metrics & Reporting Advisor Resume Examples & Samples
- Asset tracking and data analysis/reconciliation
- Preparation and distribution of pre-defined and ad-hoc reports related to asset management
- Tracking assets throughout their lifecycle, with special focus on missing and off network assets
- Identify and report on potential problems with the asset tracking tool; system/performance issues, constraints
- Identify opportunities for process improvements that contribute to the achievement of business metric goals and improvement of overall service delivery
- Maintain related program and process documentation
8
Svcs Metrics & Reporting Advisor Resume Examples & Samples
- Understand and translate business requirements to system requirements specifications resulting in detailed design and usability plans
- Define the architecture required to organize, process, and present business intelligence data in an optimized fashion to drive reporting and analytics
- Develop innovative and creative Business Intelligence output based on interpretation and analysis with the intent to improve business performance and contribute to corporate goals and strategy
- Drive new multitenant reporting solutions utilizing the Microsoft’s BI suite (SQL Server, SSAS,SSRS,SSIS)
- Establishes and maintains enterprise data models in a central repository
- Work with internal resources to incubate solutions, deploy, validate and stabilize, monitor results and improve
- Ensure data consistency, quality, and security in everything the team produces
- Develop strong relationships with internal team, business stakeholders, and IT shared services to consistently communicate to and deliver to established commitments
- Demonstrated experience SQL Server Analysis Services, OLAP, SQL Server Reporting Services and other BI tools such as Siebel Analytics, Business Objects, Crystal Reports
- Knowledge of Finance Reporting preferred
- Experience in Data Source systems – capable of writing complex MDX and SQL statements to create sophisticated analytics and dimensional data design, ETL and highly efficient data-extraction coding
- Experience in information publication system – capable of publishing modestly complex reports using MS BI Stack (Excel, Access, SharePoint, PowerPoint, PowerPivot, PerformancePoint, etc…)
- Working experience with Team Foundation Server, C#, ASP.NET is preferred
- Experience in gathering business requirements to develop prototypes, test SIT/UAT, and deploy finished products
- Working knowledge on Agile and Scrum methodologies
- Experience working with team members and partners located in different locations around the globe
- Personal Effectiveness – excellent time management and work prioritization, ability to multi-task, ability to deal with ambiguity
- Ability to interpret business process / requirements and provide guidance on data, reporting, and / or analytics solutions
- Intellectual Horsepower – ability to learn new tools and understand customers’ environments in a rapid fashion
- IT Services Acumen – thorough understanding Outsourcing Services offerings, as well as industry standards, processes, technologies and ITIL framework
- English fluency is a MUST
- 3-5 years of reporting and analysis experience, undergraduate degree and 3-5 years reporting and analysis experience, or Graduate degree and 2-4 years reporting and analysis experience
9
General Ledger & Closing & Reporting Advisor Resume Examples & Samples
- Foreign Languages: English – at a proficient level, any other European language will represent an advantage
- Familiar with relevant Cost Accounting and Closing & Reporting processes and tax requirements
- Exposure in SAP or ERP environment
10
Enrollment Operations Reporting Advisor Med D Resume Examples & Samples
- Creating, maintaining and managing project plans/schedules, ensuring efficiency in planned tasks and resource assignments
- Working with Technology and Business teams, as well as the relevant functional managers to ensure projects adhere to the project scope and to the Med D reporting development standards
- An ideal candidate has the ability to lead projects, analyze complex database tables and files, and define and provide assistance to resolve reporting issues
11
Advisor, Reporting Resume Examples & Samples
- Preparation of monthly Power variance reports with budget and forecast comparisons for distribution to senior management of Finance and Power Operations within designated timelines
- Maintain / develop and implement systems for reporting operating and capital project costs; work with GL team to ensure new assets or transactional accounting changes are incorporated into monthly financial reporting
- Preparation of other internal and external reports and deliverables, including JV partner financial reports, Stats Canada reports, note disclosure requests
- Coordinate the gathering of monthly operational data between multiple geographic locations and liaise with Power Operations Site Managers to analyze the impact of any operational issues
- Provide ad hoc query support to the business on various financial and production information requests/issues relating to Power assets and contracts
- Develop operational knowledge of the renewable and transmission assets to enable effective communication with Operations management
- Work with people leader, Accounting Research, GL & Consolidations team, and Financial Reporting to incorporate appropriate application of any new accounting standards or issues
- Maintain awareness of current accounting pronouncements and US GAAP through professional development programs and courses
- Liaise as the Finance business advisor of Power operations with various Enbridge departments and leverage the shared services and expertise of these groups, such as Corporate Controller’s group (Accounting, Financial Reporting, Fixed Assets, Accounts Payable, Tax), Investor Relations, Internal Audit, Treasury on various ongoing financial/operational information requests pertaining to Power assets
- Responsible for the gathering, preparation and loading of budgets as well as monthly and long range forecasts for various Power assets
- Assist in the design and maintenance of accurate and flexible budget/forecast models
- Prepare and analyze annual capital and financial budgets, and monthly forecasts for review by management
- Liaise with the Controller’s Group for GL, budgeting and forecast issues
- Participate in new Power asset implementation teams, and review commercial contracts
- Recognize impacts of various transactions and accounting issues both within and outside own area of responsibility and initiate follow-up with all impacted parties to resolve them
- Utilize existing problem solving skills to identify accounting issues and recommend potential solutions
- Undergraduate Degree – Commerce, Business or equivalent
- Professional accounting designation - CPA
- 3+ years prior accounting/finance related experience
- Experience with various accounting systems and applications e.g. Oracle, Hyperion; knowledge of Enbridge budgeting processes would be an asset
12
Operational Reporting Advisor Resume Examples & Samples
- Manages Revenue Recover system in its entirety including all reports used for daily operations
- Re-evaluates system functionality and staff usage and assists in identifying opportunities for improved efficiency through better processes and additional automation
- Executes components of special projects as assigned; may be responsible for coordinating activities with others in the department to produce reports and other deliverables within the prescribed timeframes
- Originates and interprets reports from company computer systems
- Generates concise, timely reports of departmental activities and/or variances from expected results
- Analyzes reports data to ensure all changes are appropriately entered
- Complies with and adheres to all regulatory compliance areas, policies and procedures (including HIPAA and PCI compliance requirements), and "leading practices"
13
Advisor Power Reporting Resume Examples & Samples
- Undergraduate Degree – Accounting, Commerce, Business or equivalent
- Working towards or having a professional accounting designation - CPA, CA, CMA or CGA
- 3+ years prior accounting/finance related experience; knowledge of Enbridge budgeting processes would be an asset
- Must have strong hand-on experience with Oracle,Hyperion, and Smartview reporting systems
- Solid understanding of US GAAP
- Strong analytical, communication and interpersonal skills; both written and oral
14
Human Resources Project & Reporting Advisor Resume Examples & Samples
- Manage an integrated global HR calendar for the Global Operations HR leadership team
- Own tracking for multiple, large-scale HR related projects
- Work with HR management to continuously assess/improve HR programs
- Perform project analysis, manage risks, identify and influence necessary course corrections; creatively solving programs and communicating program status
- Communicate relevant change management plans
- Own analytics, data analysis, and weekly reporting cadence for HR team
- Oversee key operational activities such as managing agenda creation and project team meetings
15
Senior Advisor, Corporate Reporting Resume Examples & Samples
- 6-8 years prior accounting/finance related experience
- Previous direct/indirect experience in a managerial/supervisory role is a must
- Excellent verbal, written and presentation skills for interacting with stakeholders and upper level management
16
Svcs Metrics & Reporting Advisor Resume Examples & Samples
- Minimum 2 years’ experience in Business Analysis/Metrics & Reporting
- MS Access & Excel Expert level – queries, reporting, data validation, pivot table queries, graphs, v-lookup, comparing data, consolidation of multiple data sets
- Strong information technology services acumen, with a thorough understanding of NTT DATA Services offerings, as well as industry standards, processes, technologies, and ITIL framework
- Experienced with information publication systems and tools, and capable of using them to publish complex reports. Tools include: Excel, Access, SharePoint, PowerPoint, and other Business Intelligence tools
- Experienced with data source systems, and capable of writing complex SQL statements to create sophisticated analytics
- Experienced with gathering business requirements from customers to develop prototypes and finished products
- Experienced with business processes similar to focus areas and capable of predicting customers’ metrics and reporting needs
- 4-6 years of reporting and analysis experience, or
- Undergraduate degree and 4-6 years reporting and analysis experience, or
- Graduate degree and 2-4 years reporting and analysis experience
- Strong interpersonal communication skills, including the ability to adapt communications to audiences at multiple internal and external levels
- Strong personal effectiveness skills, including time management and work prioritization skills, and the ability to handle multiple tasks simultaneously
- Strong relationship-building and professional networking skills
17
Temporary Financial Advisor Internal Reporting Resume Examples & Samples
- Prepare monthly analysis and reconciliations on various accounts on a monthly basis to ensure accuracy and completeness of transactions recorded
- Ensure that manual journal entries are prepared and posted accurately and timely for financial close
- Collaborate with various internal EGD groups to understand any miscellaneous transactions, ensure accuracy or resolve any reconciling items/issues/discrepancies in a timely manner
- Prepare quarterly balance sheet and income statement analysis related to subsidiary
- Analyze Other Revenue, Other Income and Interest Expense to budget and actuals on a monthly/quarterly basis
- Prepare quarterly and annual supporting schedules for Enbridge Inc., external reporting or external auditors
- Review affiliate prepared analysis for accuracy and completeness and provide suggestions for improved analysis
- Provide support to the business for any new or unusual transactions occur to ensure the processes and accounting is accurate and complete
- Ensure departmental SOX compliance and effective management of SOX documents and evidence
- Identify & provide recommendation for process improvements through a review of accounts and associated process
- Back up Cash/Financial Analysts in the group as required
- Other tasks as may be assigned as needed
- University degree in a business or commerce/accounting program
- Professional accounting designation (CPA, CA, CMA, CGA) with 2 years post qualification experience
- Strong analytical with attention to detail
- Proven interpersonal skills in dealing with and obtaining co-operation from others
- Ability to work on tasks/assignments to meet tight deadlines
- Proven oral and written communication skills both to technical and non-technical stakeholders
- Familiarity with Excel, Oracle, SAP, and Hyperion Smartview preferred
18
Financial Reporting Advisor Resume Examples & Samples
- Perform quality assurance of reporting units in monthly consolidation
- Perform group analysis for financial instruments
- Group adjustments for hedge accounting
- Analysis of foreign exchange and other financial results
- Responsible for sections in the quarterly and annual report
- Implement new IFRS standards, in particular IFRS 9
- Prepare accounting papers
- Discuss and guide finance staff, business- and project controllers
- Develop accounting guidance
- Lead and participate in various global finance improvement initiatives and reviews
- Minimum 3 years of relevant work experience within auditing and/or consolidation
- Master in Accounting and Auditing (Certified Public Accountant/Statsautorisert Revisor) is an advantage
- Solid IFRS experience. Knowledge of IAS 39 and IFRS 9 is an advantage
- Advanced excel skills and understanding of how consolidation systems work’
- Strong analytical skills and systems interest
- Genuine interest for IFRS and curiosity on the practical application
19
Senior Advisor Financial Reporting Resume Examples & Samples
- Designated accountant with 5+ years of relevant post-qualification experience
- Thorough knowledge of US GAAP and working knowledge of IFRS is beneficial
- Strong organizational skills; ability to manage several project deadlines concurrently
20
Senior HR Advisor, Reporting & Projects Resume Examples & Samples
- Experience in HRIS systems, HR reporting, planning and delivery of HR Projects
- Experience in research, analysis and report writing
- Describe a HR project you worked on. What were the project objectives? What was your role? How did you measure the success of this project?
- Describe a time when delivering a HR report was particularly challenging? What was the situation? What did you do? What was the result?
21
Client Solutions CoC Reporting & Cost Advisor Resume Examples & Samples
- The successful candidate will be responsible for managing the EMEA CoC Weekly Business Mgmt System (BMS) reporting and analysis, chairing a weekly mgmt. review and reporting out on key trends and actions required to deliver the CoC goals
- The candidate will own and manage the monthly cost process – engaging with global Finance, providing a view of changes, generating specific product views for CoC leadership and CS Sales Leaders
- The candidate will be a member of the PLM team, with a close alignment to the Product performance supporting PLM team to identify and deliver on programs
- Strong data reporting and analytical skills
- Clear communication style
- Product Marketing / Finance / Pricing background
