Associate, Reporting Resume Samples
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Associate, Reporting Resume Samples
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DR
D Raynor
Dillon
Raynor
562 Norberto Locks
Los Angeles
CA
+1 (555) 307 1186
562 Norberto Locks
Los Angeles
CA
Phone
p
+1 (555) 307 1186
Experience
Experience
Boston, MA
Associate Mgr Reporting
Boston, MA
Skiles, McGlynn and Grady
Boston, MA
Associate Mgr Reporting
- Process Re-engineering and Optimization by proactively Identifying, Recommending & implementing improvements and building efficiencies in regular processes
- Provide guidance, coaching and mentoring to all other team members
- Take charge to foster and maintain key relationships within business work area and wider organization, including internal IT support groups
- Take charge to foster and maintain key relationships within business work area and wider organisations, including internal IT support groups
- High level of proficiency in Microsoft Office Tools, Excel, Access, SAS, VBA SQL, project management techniques
- Propose measures that provide input to benefit metrics
- Assist the PM in the delivery of the project to budget
Dallas, TX
Associate Reporting Analyst
Dallas, TX
Volkman-Turcotte
Dallas, TX
Associate Reporting Analyst
- Performing analysis of claims based on requests submitted through work queues from other teams
- Ensure accurate delivery of reports through mass email distribution management
- Normally receives minimal instructions on routine work and detailed instructions on new assignments
- Approve laboratory electronic records or worksheets (as qualified)
- Works under close supervision from supervisor or senior personnel
- Performing analysis of claims
- Perform thorough quality assurance processes to ensure the accuracy of data and information
present
New York, NY
Ops Mumbai, Reporting Msim Ops, Associate
New York, NY
Considine, Gislason and Sauer
present
New York, NY
Ops Mumbai, Reporting Msim Ops, Associate
present
- Helps to create a positive work environment that builds trust, finds innovative ways to improve team work
- Periodic Risk and Exception reporting to senior management
- Liaising with global counterparts and service providers to ensure accuracy of books
- Perform related duties as assigned
- Portfolio / Client Reporting to Internal and External stakeholders - production, oversight, problem solving
- Involvement in projects related to the job function
- Actively participates in team meetings, raising issues, questioning others and offering solutions/ideas
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Columbia University
Bachelor’s Degree in Finance
Skills
Skills
- Knowledge of typical desktop applications, (MS Office, MS Project, Visio, Acrobat Reader, Internet Explorer, Instant Messaging tools)
- Good analytical & problem solving skills
- Gain knowledge of the support workflow tool REMEDY
- Gain in-depth knowledge of Applications/Process supported
- Strong Interpersonal skills
- Ability to work diligently under pressure
- SQL Basic
- IIS basic
- MS Office
- ITIL
15 Associate, Reporting resume templates
Read our complete resume writing guides
1
Associate, Enterprise Risk Board Reporting Resume Examples & Samples
- Coordinate with GE Capital Business units and risk category leaders to generate Enterprise Risk reports
- Synthesize information from multiple sources to identify key risks/emerging risks
- Prepare Enterprise Risk reports and presentations for senior management and Board of Directors
- Ensure data integrity and quality of Enterprise Risk reports
- Support continuous improvement of Enterprise Risk reporting capabilities
- Execute on work activities using a good understanding of Enterprise Risk concepts and business knowledge/acumen
- Bachelor's Degree in Finance, Business, Economics, Risk Management or other related fields
- Minimum of 2 years of experience in Finance or Risk Management (or High School Diploma / GED and 6 years of relevant experience in Finance/Risk Management with emphasis in data analysis, process and project management)
- Experience in development of reporting designed for Board and Senior Leadership
- Influencing skills in a matrix environment
- Experience in a global organization
- Cross-functional business experience
- Financial Services experience
2
Associate, Compliance Reporting Services Resume Examples & Samples
- Responsible for implementation and oversight within the department’s post-trade investment guideline reporting process. Familiarity with trade order management systems (i.e., Charles River or related system) and the compliance functionality within such systems is preferred
- Review and interpret client mandates, including advisory contracts, guidelines, prospectuses and statements of additional information, assessing and understanding regulations, financial instruments, and reporting needs in each review. Prepare and distribute reporting to investors
- Proactively lead client discussions, assisting clients and third party providers with day-to-day compliance results and interpretation. Discuss product capabilities, industry and product developments, and evolving regulations with clients
- Overtime, responsible for overseeing and direct management of a group of up to 5 individuals, providing guidance, work allocation, review/distribution of compliance reporting, and performance reviews
- Bachelor’s Degree in Finance, Accounting, or related field or equivalent experience
- At least 7 years of compliance testing experience with the Investment Company Act of 1940 and Investment Advisers Act of 1940
- 7+ years of related industry experience, either in Trade Compliance Monitoring, Investment Operations, or Client Service
- Understanding of Fixed Income and Equity markets and strong knowledge of financial instruments, including derivatives
- Strong knowledge of the Investment Company Act of 1940 and Investment Advisers Act of 1940 and rules thereunder
- Strong analytical and problem-solving skills and excellent attention to detail
- Effective oral and written communication skills; ability to communicate with all levels inside and outside of organization
- Capable of working independently and managing multiple tasks with tight deadlines
- Experience with Charles River or equivalent portfolio management compliance system
- Advanced Excel skills and/or ability to write SQL code for macros and database queries
- Experience advising management of issues and recommending corrective actions
- Current or previous management of staff
3
Associate, Compliance Reporting Services Resume Examples & Samples
- Partner with internal functional groups and clients in implementation and oversight of product
- At least 4 years of compliance testing experience with the Investment Company Act of 1940 and Investment Advisers Act of 1940
- 4+ years of related industry experience, either in Trade Compliance Monitoring, Investment Operations, or Client Service
4
Associate Credit Risk Monitoring & Reporting Resume Examples & Samples
- The successful candidate will have 5+ years experience in the financial services or investment banking industry
- Requires a 4 year college degree (Securities Licenses, MBA or other graduate level education a plus.)
- Looking for individual to support to Salt Lake City PLA Credit Risk Management Team on collateral reviews, ongoing portfolio risk reporting and monitoring a securities based lending portfolio
- Must have advanced Microsoft Excel and Microsoft Access Database skills
5
Reporting & Disclosure Associate Resume Examples & Samples
- 2 year Accounting or Business degree or equivalent work experience preferred
- 0-2 years relevant business experience preferred
- Pension experience and knowledge of IRS 5500 requirements preferred
- Strong organization and time management skills
- Strong problem solving, research and analytical skills
- Must have PC skills and be familiar with Microsoft office products, including Excel
- Mainframe experience helpful
- 4 year Accounting or Business degree or equivalent work experience preferred
- 2-5 years of relevant business experience preferred
- 5+ years of relevant business experience preferred
6
Reporting Analyst Associate Resume Examples & Samples
- Serve as a Quality/Risk Management point of contact for FSO Assurance client serving teams
- Work with client serving teams to assist them in their completion of various quality or risk management procedures
- Understand and apply key requirements of firm and regulators’ rules and policies
- Act as a liaison between the client teams, other members of the quality or risk management teams, and various functional areas within the firm
- Formulate answers to client servers questions
- Use analytical and project management methodology and tools
- Learn about the firm structure, business strategies, and people of the firm
- Build and leverage a network of contacts within quality, risk management and across the firm
- Plan and organize own work and keeps others informed of status and activities
- Other ad hoc projects, as assigned
- Expected to apply judgment to initial consultations and rapidly develop an understanding of key requirements of firm rules and policies
- Expected to escalate matters and/or sensitive issues requiring more experienced individuals to respond
- Follow established procedures to complete tasks; however, must be able to communicate effectively with client servers on various compliance or other quality or risk management issues
- Communicate processes and identify and provide solutions. Situations can vary frequently and are often unique
- Ability to learn and understand the firm and regulators’ rules and policies as well as familiarity with other quality and risk management initiatives outside of area of expertise
- Ability to manage tasks and activities in a timely manner and be responsible for specific outcomes
- Requires a solid understanding of relevant firm business and service offerings
- Basic knowledge of project management tools and methodologies
- Good working knowledge of computers and common software packages including analytical tools
7
Reporting Supervising Associate Resume Examples & Samples
- Oversee and/or develop standard and ad hoc report requests (including those of high complexity) for the Americas Area based on management and business needs, utilizing the most appropriate output format
- Supervise the production and distribution of monthly, quarterly and ad-hoc reports in a timely manner and facilitate an optimized, standardized process to meet those reporting needs
- Plan and assign resources to meet reporting and project needs. Provide guidance to and oversight of staff team members regarding operational reporting, analysis and deliverables, ensuring accuracy, timeliness and progress against goals and objectives
- Prioritize multiple requests, analyze daily workflow of operations, including protocols, hand-off and communication points within a process, and manage others to effectively process multiple requests from all levels of firm management
- Work with the Global reporting team to ensure the Americas Area needs are met for any globally produced reports, ensuring their accuracy, analyzing the trends and communicating the results to key stakeholders
- Explain difficult issues and work to establish consensus; communicate issues and status reports to manager and or/stakeholders
- Understand and support project/program measurements, including the ability to conduct effective analysis, report quality results and trends and work with operations to drive improvements
- Facilitate solutions across projects/programs requiring ongoing working relationships. Examples may include identifying process improvements and working to establish efficient processes across multiple groups
- Collaborate with the Mobility team to ensure correct timely entry of data in the Global Mobility tool and Global HR systems to facilitate data governance, data integrity and quality control. This role could also include participation in a mobility data compliance network
- May be responsible for additional operational projects, developing project plans and timelines to assign resources and manage project/program components and deliverables
- May participate in the preparation of the annual budget, assist in tracking expenditures in order to operate within approved budget guidelines and produce relevant financial reports. This may also include managing vendor relationships and working directly with both internal and external suppliers
- Analyze data requests to determine most efficient tools and format
- Manage reporting and project deliverables and deadlines, assign and monitor tasks through to completion and manage client expectations of the outcomes of the deliverables and deadlines
- Monitor client requests and project/program plans to make certain that activities and deliverables are occurring as planned. Identify points of contention for missed deliverables and create strategy to mitigate shortfalls in the timeline that missed or unexpected deliverables may create
- Make/present recommendations to mid- to high-level management on solutions and influence decisions
- Manage own portfolio of work; delegate tasks as needed
- Understand the Firm’s business, organizational structure and operations, including data privacy
- Strong written and verbal communications skills
- Strong client service skills with ability to assert own ideas and influence others to gain support and commitment for shared projects
- Ability to manage and meet multiple demands and competing priorities
- Strong use of technology, including but not limited to Microsoft Office suite (Word, Excel, PowerPoint) and Access
- Strong problem solving and analytical skills, to grasp complexities and perceive relationships among problems and issues
- Strong attention to detail and quality review of work deliverables
- Knowledge of professional services organizations, plus domestic and international assignment standards and trends, is preferred but not required
- Work independently with minimum guidance
- Prioritize deadlines; delegates tasks to team members
- Provide coaching/development and direction to less experienced team members
- Provide daily supervision to team members, including setting priorities and providing ongoing feedback
- 5-7+ Years of progressive work experience
8
Associate Reporting IM Operations Resume Examples & Samples
- Complete understanding of product profiles
- Periodic Risk and Exception reporting to senior management
- Liaising with global counterparts and service providers to ensure accuracy of books
- Review Books and records – Total Ownership
- Strong analysis and problem solving skills required. Ability to facilitate and execute the analysis of data and technical issues
- Performs tasks that require deep analytical skills and keep Management informed of progress and activities within their respective area
- Understands the importance of following defined procedures and completing the appropriate checklists
- Takes personal responsibility for resolving client issues, is able to clearly escalate cause and resolution, does not compromise control to comply with clients requests
- Excellent verbal and written communication abilities
- Proficient with Computers and in particular MS Office applications
- Helps to create a positive work environment that builds trust, finds innovative ways to improve team work
- Ability to multi task and prioritize functions and tasks
- Ability to identify and escalate risk issues to stakeholders
- Relevant prior experience in reconciliations and reporting will be an added advantage
9
Ccb-risk-mortgage Banking Reporting Cao-associate Resume Examples & Samples
- Coordinate the aggregation of key risk and quality metrics for monthly and quarterly risk report packages
- Provide reporting, monitoring and analysis of risks for all Mortgage Banking Risk units
- Maintain consistent and timely reporting of financial reports to senior management
- Monitor expenses and headcount for Mortgage Banking Risk organization
- Develop executive management presentations for meetings, town halls and road shows
- Create and maintain a standardized reporting process
- Establish processes and procedures for Mortgage Banking Risk reporting and functions
- Minimum of 3 years experience in a senior analytical position
- Ability to create and maintain SQL Queries used in gathering data from various sources to create samples and aggregate reporting
- Ability to manage SharePoint site content and access
- High proficiency in Microsoft Office applications (PowerPoint, Excel, Outlook) required
- Bachelor's degree in business, finance, or related field; or equivalent work experience required
- Strong communication, presentation, and project management skills required
- Strong priority management and multi-tasking skills required
10
Associate Corporate Controllers Corporate Finance Reporting Control Group Resume Examples & Samples
- Manage the risk and control self-assessment process. This includes partnering with the business to identify & evaluate key risks/controls/issues, implementing standards, meeting frequency requirements, and performs control evaluation. This also includes leading executive risk reviews and residual risk evaluation with the business
- Lead or participate in monthly/quarterly calls with business partners based on a control agenda
- Manage execution of strategic initiatives and projects as needed (e.g. controls around models, User Developed Tools etc) for assigned functions
- Understand global finance business, organizational, and policy impacts on Corporate Financial Reporting and associated control programs
- Quick learner with the ability to identify changes to the business functions, organization and processes and assess their impact to resiliency and the control environment
- Self-motivated and ability to work independently
- Excellent desktop skills (Excel, Word, Access, PowerPoint and Visio)
11
Associate Im Reporting Resume Examples & Samples
- Portfolio / Client Reporting to Internal and External stakeholders - production, oversight, problem solving
- Complete understanding of product profiles
- Review Books and records – Total Ownership
- Execution of transitions/ Migrations to new systems
- Involvement in projects related to the job function
- Understands the importance of following defined procedures and completing the appropriate checklists
- Exhibit a strong sense of urgency, accountability, ownership
- Proactively ensures upward and peer communication of initiative, issues and successes
12
Database Reporting & Operations Associate Resume Examples & Samples
- Maintain and enhance the quality of marketing databases
- Provide project support & coordination, as well as day to day upkeep of marketing databases and stakeholder inquires
- Own the User Acceptance Testing process for reporting and database projects
- Provide insight on data trends and anomalies, making recommendations where appropriate
- Conduct ad-hoc analysis pulling data from multiple sources
- Run reports to analyze performance of marketing campaigns and sales results
- Partner with analyst team to develop strategies to increase business opportunities
- Provide day-to-day operational administration of marketing database
- Partner with IT and Marketing Database teams to ensure operational excellence
- 1-2 years’ experience in data analysis
- Retail industry experience preferred
- Knowledge of platforms for retrieving, storing, reporting, and analyzing data
- Bachelor’s degree in Statistics, Business or Computer Science
- Strong analytical skills and problem solving skills
- Advanced MS Excel skills(developing Macros, advanced functions and formulas)
- Proficiency in MS Office
- Experience using a BIeporting tool (Business Objects, Tableau, Cognos, SAS, MicroStrategy or similar)
- Knowledge of databases and querying language a plus
- Solid written and verbal communication with the ability to develop and improve decision support systems
13
Fixed Income Reporting & Metrics Non-agency Mortgage Associate Resume Examples & Samples
- Contribute to reports and processes that allow for effective management of non-agency whole loan and securities portfolios
- Maintain and develop a proprietary, .NET-based non-agency portfolio management application
- Work with senior analysts and the portfolio manager to develop additional quantitative and analytical tools to enhance security selection and portfolio management
- Publish portfolio statistics and analytics, including portfolio holdings descriptive data
- Automate production of performance-related reports and further develop portfolio holdings reporting
- Prepare reports that support the non-agency portfolios across a variety of mandates
- Respond to ad hoc reporting and analytics requests from non-agency senior analysts and the non-agency portfolio manager. Contribute to reports and processes that allow for effective management and reporting of fixed income portfolios
- Bachelor's degree in Computer Science, Finance, Mathematics, Engineering, or some other quantitative discipline required
- 0 to 2 years of related experience in a financial markets / quantitative analysis support role
- .NET, C#, or other object-oriented programming experience required
- Knowledge of and/or demonstrated interest in the capital markets
- Detailed knowledge and proficiency with VBA, Excel, PowerPoint, and Access are required
- Proactive self-starter with the ability to work well under pressure, prioritize and multitask
- Experience with structured finance analytical work and strong modeling skills are preferred
- Experience with databases (SQL / Oracle) preferred
14
Cib Bus Analys & Reporting Analyst Associate Mumbai Resume Examples & Samples
- Plan and control all aspects of financial statement preparation and issuance to agreed standards and deadlines
- Identify procedural weaknesses and enhancements to increase the efficiency and effectiveness of the group
- Complete Administrators and Senior Administrators' appraisals
- Professional accountancy qualification
- Preferably Professional accountancy qualification
- Ability to partner effectively with peers, colleagues, clients, auditors and other third parties
15
Bank Core Compliance Associate for Strategy & Reporting Resume Examples & Samples
- Prepare materials for BGC reporting to regulators and management, including materials for each Bank’s Compliance Committee, Bank Risk Committee, Board Risk Committee, and Board meetings, as well as other types of regular /ad hoc reports, including coordination and collation of information from relevant stakeholders and production of management reports and presentations
- Compile and distribute monthly and quarterly compliance metrics
- Assist in coordinating each Bank’s Annual Compliance Plan and Risk Assessment, including periodic updating of the progress to plan objectives. Communicate with Compliance personnel at all levels regarding their submissions, review content for accuracy and consistency, create timelines for each update and ensure that the submissions are complete and fully assembled to meet the Compliance Committee, Bank Risk Committee, Board Risk Committee, and Board meeting deadlines
- Maintain and update BGC departmental documents – org charts, BCP contact lists, etc.; and
- Provide support in corporate governance activities and various projects that BGC manages, including special projects and strategic initiatives
- Strong attention to details and the ability to effectively follow up on outstanding items; the ability to produce high-quality, error-free deliverables in a fast-paced, deadline-sensitive environment is essential to this role
- Excellent communication skills, both verbal and written; must be able to effectively communicate and establish strong working relationships with colleagues and stakeholders of all levels of seniority and background
- Demonstrated project management abilities (must be able to manage multiple responsibilities & projects with competing priorities and deadlines)
- Ability to analyze and assimilate a variety of data and produce well-designed and meaningful presentations/reports
- Enjoys solving problems and streamlining processes; and
- Highly proficient in Microsoft PowerPoint, Excel and Word
16
Ops Mumbai, Reporting Msim Ops, Associate Resume Examples & Samples
- Periodic Risk and Exception reporting to senior management
- Review Books and records ? Total Ownership
- Demonstrates a clear understanding of the business they support and client requirements
- Ability to follow-up & work with teams at off-site/remote locations
- Ability to identify and escalate risk issues to stakeholders
17
Associate Manager, Investment Reporting Resume Examples & Samples
- Reviewing monthly reconciliations between general ledger and sub-ledger for investment balance sheet and income statement accounts
- Reviewing and preparing general ledger entries for monthly Statutory market value adjustments
- Reviewing and preparing annual and quarterly Statutory investment schedules and footnotes
- Development of efficiencies within the reporting process
- Responsible for annual and semi-annual reviews for staff
- Special projects as needed
18
Associate Mgr Reporting Resume Examples & Samples
- Simplification and automation of processes to achieve a YOY 15% productivity gain
- Develop requirements that are fit-for-purpose, accurate and display an understanding of the financial implications to the project or program and manage the requirements throughout the life of the project
- Propose measures that provide input to benefit metrics
- As required, assist with activities in implementing the change and embedding BAU transition
- Assist the PM in the delivery of the project to budget
- Manage and Lead accurate and timely delivery of the Reports and processes to ensure business goals are met
- Take charge to foster and maintain key relationships within business work area and wider organisations, including internal IT support groups
- To document and maintain processes
- Support ad-hoc requests/queries, new development/design from customers or business in a timely manner
- Process Re-engineering and Optimization by proactively Identifying, Recommending & implementing improvements and building efficiencies in regular processes
- Maintains adherence to ANZ methodology and Core Compliance
- Understand system design principles and ensure that those are consistently followed in all subsequent enhancements / developments
- Work as a team in collaboration with hubs and on-shore teams to meet targets and Service Level Agreements in a consistent and expected manner
- Review and analyse deliverables of the team to ensure reporting standards, data accuracy and validation mechanisms are followed
- Engage and actively lead continuous improvement by Identifying opportunities to improve processes, reduce manual work, automate for cycle time reduction, enhance controls and enhance customer experience
- Raise issues for consideration by line management where these impact policy or other material considerations
- Participate in special projects to enhance and build new MI reporting capabilities
- Develop leadership skills and assist the team in achieving the team goals
- Gain hands on experience of all roles within team and act as a backup for all processes
- Motivate the team to perform well under pressure and meet tight deadlines
- Be a subject matter expert with an End to End understanding of domain
- Provide guidance, coaching and mentoring to all other team members
- Initiate cross-training to ensure backups of all processes handled by self
- Ensure knowledge dissemination and sharing of the Subject Matter Expertise in various intra team and inter team sessions
- Foster a ‘can do’ culture in the team and institute the team’s success
- Ensure confidential data and information is stored appropriately
- Ensure services comply with legislative and regulatory requirements, policies, processes and standards
- Ensure operational risks are assessed and appropriate controls are operating
- Ensure appropriate controls and governance processes are in place to ensure reporting processes are repeatable, consistent and error-free
- Well-developed interpersonal skills with the ability to communicate effectively with key stakeholders, all levels of employees and management
- Has a process mindset with a good understanding of operations disciplines and Strong focus on attention to detail and quality of delivery
- High level of proficiency in Microsoft Office Tools, Excel, Access, SAS, VBA SQL, project management techniques
- 8+ Years of MIS Reporting Experience preferably in BFSI domain
- Proven analytical, influencing and problem solving skills combined with the ability to identify risks and impacts as well as possible solutions and corrective actions
19
Associate Mgr Reporting Resume Examples & Samples
- Take charge to foster and maintain key relationships within business work area and wider organization, including internal IT support groups
- Utilize knowledge and past experience to consider a number of alternative approaches and understand the implications for the bank of chosen alternatives
- Review and analyze deliverables of the team to ensure reporting standards, data accuracy and validation mechanisms are followed
20
Associate Mgr Reporting Resume Examples & Samples
- CPA/CA/ICWA/CFA/MBA with strong proven track record of analytical/Interpersonal/ influencing skills and Stakeholder management
- Strong Individual contributor with 8+ years of professional experience in Global FP&A roles handling Month-end reporting & commentary, Planning & Budgeting, Strat Plan
- Technically strong with Finance systems like Oracle, Hyperion, PSGL, BI Tools, Advanced Excel and Presentation skills
- Financial services Business Partner experience is a must. Strong Product knowledge, analytical and critical thinking skills and able to meet tight deadlines
21
SEC Reporting & Compliance, Associate Resume Examples & Samples
- Help ensure that the Firm's disclosures comply with U.S. Securities & Exchange Commission (SEC) and U.S. GAAP requirements and are deemed "best-in-class”
- Preparation of financial reports filed with the SEC
- 5+ year's experience
- MBA or BS in Accounting (CPA a plus)
- Good technical accounting skills
- Good verbal, written and listening skills
- Ability to work in teams and to interface with senior management and staff
- Proficiency in computer navigation and Microsoft environment
- Good organizational and time management skills
- Ability to work independently and keep all parties apprised of developments
- Wdesk/ Workiva expertise a plus, but not required
22
CIB F&bm-reporting Controller Trading Assets Associate Resume Examples & Samples
- Controls identification, enhancement and mapping across systems, businesses and organisations
- Ensuring that Trading Asset activity is correctly reflected in the various financial and regulatory reports
- Partnering with key stakeholders including CFR & LOBs to quantify potential impacts of identified issues and ensuring impact on financial statements and regulatory reports are understood
- Working with Accounting Policy to ensure any regulatory changes to reporting are appropriately reflected in our disclosures
- Good financial product knowledge – financial instruments products would be an advantage
23
Associate Reporting Analyst Resume Examples & Samples
- Build and maintain reports using SAP Business Objects
- Ensure accurate delivery of reports through mass email distribution management
- Partner with IT to ensure systems meet business requirements
- Perform thorough quality assurance processes to ensure the accuracy of data and information
- Reply to a steady stream of inbound questions from report recipients
- Bachelor’s Degree in a quantitative field (economics, math/statistics, finance, computer science, etc) required
- 2 years of prior experience in a finance, business intelligence, or other business analytics role
- Significant experience with Excel, including pivot tables, nested conditional (“if”) statements, look up formulas, etc
- Prior experience with Business Objects or other BI reporting tools (Cognos, MicroStrategy, etc) highly desirable, but not requisite
24
Associate Reporting Analyst Resume Examples & Samples
- Auditing inbound files
- File maintenance and support
- Performing analysis of claims
- Creating and running queries to retrieve appropriate data sets
- Intermediate level of proficiency with MS Excel and Access
- Experience working with Pharmacy Data
- Experience with writing reports
- Experience with Mainframe
25
Financial Reporting Accounting Associate Resume Examples & Samples
- 1+ year of experience in Public Accounting or in an Accounting or Reporting function at a Hedge Fund, Investment Manager, or other Financial Services firm
- Previous experience with Financial Analysis / Reporting / Statement Preparation
- Solid analytical, problem solving, and research skills
26
Special Loans Associate Reporting Assistant Resume Examples & Samples
- Prepares SAG file, and all associated reports/valuations necessary for completion
- Processes accounting functions such as transcripts of accounts, wires and CLW adjustments
- Prepares all US SBA tab packages for all SBA Guaranty phases (GPP, CPC and C/O tabs)
- Prepares attorney and foreclosure packages for liquidation/litigation process
- Processes updates of scheduled reports and distributes to staff and management
- Reviews exception reports to resolve discrepancies, and refer to appropriate area for correction
- Provides feedback to manager to improve integrity of data, processes, and system support
- Prepares Excel spreadsheets as directed, utilizing intermediate excel skills
- Collaborates with Manager regarding reporting functions, strategy for continuous improvement and development/design of reports as needed
- 2 to 3 years of Intermediate Excel skills (knowledge of formulas, macros and pivot tables)
- Proficiency in MS Office Suite
- Understanding of basic accounting
- Working knowledge of credit environment, lending operations, and credit administration
- Excellent organizational, time management and analytic skills
- Ability to stay focused while working on multiple projects
- Strong work ethic and personal accountability
27
Associate Gameplay Reporting Specialist Resume Examples & Samples
- Create SQL / HQL queries to extract data needed for reports
- Develop automated Tableau reports requested by game designers and studio leadership
- QA data values and to find potential bugs in data tracking
28
Associate Reporting Resume Examples & Samples
- RAM-RISK ? Risk Reporting, Analysis & Metrics Team
- RAM-MRA ? Management Reporting & Analysis team
- RAM-FRA ? Financial Reporting & Analysis Team
- Ensure established ?run the bank? processes function flawlessly including, but not limited to, the Operations Daily Control Dashboards, Cancel/Correct and AsOf (CCAO) trade reporting, Legal Entity KRI reporting, and Depth Chart KRI reporting
- Ensure integrity of and periodically validate single, golden sources of data with metric owners
- Good time management and attention to detail is essential
- Strong organizational skills, to be able to use time well and prioritize tasks effectively
- Strong Microsoft Excel 2007, Microsoft Access and PowerPoint skills
- Managing Tight deadlines
- Willingness and Flexibility to change in timings as per business requirement is essential
- Understanding and Knowledge of Product/Business Lines
- In-depth understanding and knowledge of product/business lines preferred
29
Associate Marketing / Reporting Analyst Resume Examples & Samples
- Creation and first-level support for productivity, sales, call quality and commission pay reports
- Ability to analyze and support all department business processes, both from a technical and a user perspective
- Ability to troubleshoot and support MS Access, Oracle, and SQL databases
- Coordinate with other groups to make recommendations for corrective action as necessary to ensure success
- Participate in design meetings to discuss current and future operations
- Interaction with .com Sales Senior Management, other Business Systems Analysts, Site Managers, Team Mangers and associates to collect feedback and make suggestions for improvements
- Maintenance and execution of scheduled daily, weekly, period and ad-hoc reporting processes
- Reporting and Analysis Support
- Salesforce.com (SFDC) & Reporting – Become a subject matter expert on SFDC reporting. Use knowledge of the design and functionality to provide support of reporting requests for Sales & Marketing contacts. Work closely with IS, Manager, Marketing Analytics and Director of Sales Team Tools to be able to understand and support reporting functionality
- NICE – Work with Manager, Marketing Analytics, Director of Sales Team Tools, Project Manager and Sr. Manager of Quality and Training on any possible reporting to support sales excellence
- MDM/CMIS-Canada – Use these tools to support bonus plans, sales reporting, and other reporting needs
- .com Sales Database (TSDB) – Be the subject matter expert, and primary administrator, of the TSDB in order to maintain and support it
- Production Logs – Be a subject matter expert on the sales team Production Logs to provide support to users, diagnose problems, and make enhancements
- Proprietary Access Applications – Primary user and first line support for purpose built goal calculators, sales reporting applications, bonus amount calculators, and others as required
- Reporting and Analysis Initiatives
30
Reporting Analyst Associate Resume Examples & Samples
- Provide resource planning analysis on a standard and ad-hoc basis
- Provide training on how to leverage existing reports and tools available at EY
- Provide support to any data integrity, report, or system related issues
- Lead or support additional projects as assigned
- Support EM initiatives
- A minimum of 0-3 years data analyst (or equivalent experience)
- Strong communication (English language verbal and written), presentation, and interpersonal skills, including development of structured arguments to influence the reader / audience
- Excellent problem solving and analytical skills, combined with business acumen
- Time management skills and ability to support multiple projects simultaneously
- Developed attention to detail and focus on data integrity
- Ability to collect, analyze and synthesize data and information from a variety of sources
- Willingness to contribute in a team-oriented environment and ability to work cooperatively with other teams across borders and cultures
- Advanced aptitude in Microsoft Office (i.e., Word, Excel, and PowerPoint)
- Understanding of professional services (Consulting) operations, including sales, finance, and HR
- Ability to translate large amounts of data into actionable information for various end user types (i.e. management vs. analyst)
- Ability to drive projects from an initial idea to implementation
31
Monitoring, Reporting, & Evaluation Associate Resume Examples & Samples
- Key Monitoring Services and support to Evaluation exercises
- Reporting and Knowledge Management Services
- Provide Technical Assistance in Programme Development and planning
- Support close coordination relevant Egypt CO and the Regional Office programme staff to contribute to continued learning between FGE Egypt programmes and other UN WOMEN initiatives
- Similarly, liaise closely with the UN WOMEN Egypt office to identify and provide FGE written contributions and knowledge products as well as align FGE grantee campaigns and activities to that of the CO
- Support the FGE in extracting critical lessons learned and good practices for Egypt /region, including as relates to monitoring and evaluation
- Support research on specific topics, when needed, aimed to knowledge sharing
- Update and populate, as requested, grantees results and information into UN Women Results Monitoring Systems and FGE grants management systems and tracking tools
- Review and approve quarterly financial reports, and liaising with UNW /FGE finance before final approval for grants and subsequent disbursements
- Support the exercise of financial reporting, and budgeting for FGE projects, ensuring proper oversight and review of submitted financial supporting documents and supporting programme documents for due diligent processes
- Ensure quality Grantee Bi-annual reports and quarterly financial reports prepared by grantees, reviewed /approved in accordance to FGE timelines and outlined processes and procedures; assistance and guidance to grantees on result reporting while ensuring timely submission/approvals on the Grantee management System (GMS); provide feedback and undertake as needed on evidence-based reporting and capturing of data for Egypt and for the Regional Portfolio
- Contribute to UNW Egypt Office and the Fund’s regional/country visibility, including but not limited to the preparation of press releases, success stories, and follow-up, as guided, to ensuring appropriate coverage of events
- Support the Regional FGE Specialist to identify good practices and select knowledge products, including continuous updates on country and regional Project success stories and lessons learned
- Support the writing of substantive reports and written contributions for various purposes, including inputs for donor reports, speeches and newsletters, Grantee Profiles, communication pieces, fund raising efforts and other needs
- Experience with Trust Fund management and donor relations
- Expertise in Results Based Management is necessary
- Sound experience in reporting of results
- Experience in monitoring and reporting on programmes related to development or/and gender equality is highly desired
- Experience in projects and programmes related to women’s economic and/or political empowerment is an asset
- Experience in managing budgets and expenditures for programme implementation is highly required
- Experience in evaluations management needed
- Demonstrated strong, coordination and facilitation skills
- Strong communication skills in English and Arabic(oral and written) and French is high desirable
- Results oriented, flexible and problem solving skills
- Minimum of 5-6 years of relevant experience
- Relevant experience in gender related and women empowerment project/activities, especially on monitoring, reporting and evaluation
- Excellent communications skills, including strong drafting ability
- Professional experience in trust funds and donors reporting required
- Ability to interact with both organizations and general public, good interpersonal skills and organizational proficiency
- Experience with UN agencies is a plus
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Research Associate Reporting Resume Examples & Samples
- Compile results into customer reports using standard operating procedures
- Review final reports and transmit to customer by the required turnaround time
- Data evaluation, troubleshooting, and coordination of follow-up testing with scheduler
- Work with lab personnel to verify testing process and documentation
- Work with Sample Receiving personnel and/or Sales team to verify testing requirements
- Work with Data Management personnel to ensure reporting requirements are met and to support reporting tools, database, and applications development
- Provide technical support to Customer Service
- Maintain reporting templates and associated documentation
- Prepare, maintain, and file order and testing records for archives
- Ms or BS degree with 2+ years related experience. Medical technologist or quality assurance experience preferred
- Statistical and analytical skills of advanced quality
- Multi-tasking skills
- Ability to work well in a fast- paced team environment
- Working knowledge of Microsoft Excel applications
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Associate, Reporting Resume Examples & Samples
- First level investigation and assigning issues to respective teams(GCC/L2/IBM) for P1 and P2
- Taking actions on alerts received
- Proactively monitor applications where alerts are not possible / not set
- Maintaining the application-server Master list
- Graduate in any stream
- Any Diploma related Shipping (preferable)
- Customer Service orientation and empathic listening
- Good analytical & problem solving skills
- Ability to work diligently under pressure
- MS Office
- Understand how each systems drive operational process both for internal and for our customers and how they add value to the Business
- Gain knowledge of the support workflow tool REMEDY
- Understand and work within ITIL framework
- Knowledge of typical desktop applications, (MS Office, MS Project, Visio, Acrobat Reader, Internet Explorer, Instant Messaging tools)
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CIB F&BM Central Planning & Analysis Daily Revenue Reporting Team-mumbai Associate Resume Examples & Samples
- Serve as point of contact for other groups within the Central P&A team
- Management of daily revenue reports distributed to Senior Management and regulatory agencies
- Support the monthly and quarterly business reviews processes
- Ensure timely and accurate information delivery
- Interact extensively with technology on behalf of the businesses
- Liaise with various Project teams to ensure timely completion of MIS initiatives
- Conduct ad-hoc MIS reporting and analysis
- Post Graduate degree in Finance, Accounting, Economics or related field with minimum of 5 years of industry experience
- Or Graduates degree in Finance, Accounting, Economics or related field with minimum of 7 years of industry experience
- Minimum of 1-2 years experience with team management
- Solid understanding of financial markets and instruments
- Familiar with Investment Banking products
- Excellent communication skills and ability to develop relationship with other teams
- Ability to multi-task complex requirements under considerable time pressure
- Maintain a high degree of accuracy and quality of work
- Follow control guidelines and escalation procedures
- Proficient in Microsoft Excel, VBA Macros, and Access
- Proffered knowledge of Cognos Report Studio, Cognos TM1, Qlikview and other BI Reporting tools
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Associate Reporting Analyst Resume Examples & Samples
- Conducting research on causes of mis-payments of claims
- Accessing SharePoint and claims databases to retrieve claims information to determine the causes for billing errors
- High School diploma / GED
- 1 year of professional experience in data analysis and report design / development OR 1 year Medical Claims Analysis
- Intermediate level of proficiency in Microsoft Excel (V-lookups, graphing and pivot tables)
- Intermediate level of proficiency in Crystal reports
- Direct experience with and usage of SQL server, SSIS, SSRS, and MS Access
- Intermediate level of programming knowledge of relational databases, database structure and design, data management, and data warehouse
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Associate Volcker Reporting Controller Resume Examples & Samples
- Perform daily variance and exception reporting
- Work closely with Risk Department, Legal Department, and Regulatory Controllers to escalate data quality issues
- Provide ongoing reporting review and submit adjustments needed to ensure completeness/accuracy of monthly/quarterly reporting
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Associate Reporting Analyst Resume Examples & Samples
- Learn key business objectives, timeframes, and requirements associated with each reporting goal and task
- Understand and improve the key success metrics associated with reporting. These include
- Reporting accuracy - 95% tickets close without errors
- Ability to close project/ticket in timely manner based on current departmental criteria
- Customer Satisfaction (CSAT)
- Escalate reporting issues as appropriate
- Strong understanding of Teletech's business, core values, and goals
- Strong interpersonal skills in dealing with a diverse population
- High customer service orientation
- High level of integrity, honesty, and judgment
- Ability to respect and ensure strict confidentiality of customer data
- Demonstrated multi-tasking capability and proven success in fast paced environment
- Strong attention to detail and desire to follow procedures
- Strong typing skills as there is email and chat in this line of business
- Strong speaking and writing skills
- Working knowledge of database applications such as MS Office(Excel, Outlook, PowerPoint), Oracle, Kronos or ability to learn technology quickly
- Analysis and logic skills
- Knowledge of call center business
- Six Sigma Certification
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Reporting Junior Associate Resume Examples & Samples
- Preparing reports and analysis for daily/weekly/monthly reporting with high quality and in respective manners
- Responding to ad-hoc reporting requests from management and team leads
- Providing all requested details and replaying to all queries risen by business partners
- Presenting monthly reports and variance analysis to team leads and management
- Being creative, discovering and implementing new solutions to continue process improvement
- Very good English
- Experience in reporting area would be an advantage
- Experience in disputes area would be an advantage
- SAP system knowledge
- Ability to work analytically in a problem-solving environment
- Keen eye for details and accuracy – must have
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Associate Reporting Analyst Resume Examples & Samples
- MUST respect and ensure strict confidentiality of employee data
- Comfortable working in a fast-paced environment where priorities can change quickly and team members are required to wear multiple hats
- Advanced skills in database applications such as MS Office (Excel, PowerPoint, One View)
- Ability to learn technology quickly i.e. Oracle, CareerPoint, Ask Now, Mosaic (Jive), TTechU, Movie Maker
- Able to remain patient when troubleshooting technical issues and working with frustrated users
- Strong documentation skills with experience documenting system design and test results
- The potential to conduct training or develop job aids and training materials
- Willing to become an expert on a complex suite of tools/technologies
- Knowledge of HTML or Web site design best practices is a plus
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Associate Director of Customer Care Reporting Resume Examples & Samples
- Experience leading and growing teams
- Experience with call center operations and call center metrics and reporting
- Experience with operations center Client reporting
- Designing / developing, programming, maintaining and publishing operational reports
- Provides operational analysis utilized for decision making
- May make recommendations based on the analysis, and provide explanations for reporting results as needed
- 4+ years’ experience leading reporting teams
- Experience with Tableau, SSRS and MS SQL coding
- Experience presenting to executive audiences
- Experience managing multimillion dollar budgets
- Understanding of call center operations
- Knowledge of CRM systems and reports ( salesforce, etc)
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Associate VP-regulatory Reporting Resume Examples & Samples
- Ensure that regulatory outputs for Corep Reporting are produced on an accurate and timely basis in line with SLAs, including calculating and posting of all planned and ad hoc adjustments
- Ensure all Corep Validations are cleared and movements are analyzed and explained
- Review of PRA regulatory returns and key SDPs in accordance with CAD deadlines
- Deliver high quality regulatory reporting MI and analysis on a timely and accurate basis, which meets the customer’s needs
- Identification and development of options to address issues relating to change and process improvement
- Build strong relationships with the team’s relationship managers to ensure delivery of output reports are of a high quality and fit for purpose
- Highlight and escalate relevant issues in a timely manner to the Head of Production
- Build a strong culture of continuous improvement within the team
- Minimum 7-8 years of experience in financial services and/or in reporting domain
- Finance post graduate, B.Tech, CA, MBA
- PRM/FRM and SAS experience is highly desirable
- Ability to understand and implement changes and communicate to various stakeholders
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Associate Director PV Scientists & Aggregate Reporting Resume Examples & Samples
- Direct supervision of Sr. PV Scientists, PV Scientists, and/or PV Coordinators. Including hiring, training, and mentoring of PV Scientist staff
- Overseeing aggregate reporting, clinical trial activities, signal management, literature review, and ad hoc regulatory responses for assigned product group
- Identifies process / procedural non-compliance, gaps or inefficiencies. Leads initiatives for process improvement; implements and maintains processes. Manages staff and corrective actions when non-compliance are identified. Serves as example for behaviors that lead to high quality outputs (i.e., quality checks, transparency, expert consultation, etc.)
- Monitors and manages resourcing for assigned products to ensure compliant, high-quality, timely deliverables
- Serves as subject matter expert on relevant safety requirements, company policies / procedures related to Pharmacovigilance activities, as well as product and program knowledge
- Understands, interprets, analyzes, and clearly presents scientific and medical data in verbal and written format (including intermediate understanding and application of medical concepts and terminology). Mentors others to develop these skills and serves as a leader within the PV Scientist team
- Demonstrates leadership and interacts collaboratively and effectively in a team environment (including Safety, Clinical Development, Medical Affairs, Clinical Operations, and Regulatory), as well as with external colleagues
- Oversees substantive projects such as signaling, authoring of aggregate data reports, and responses to regulatory agency requests performed by direct reports. Oversees and mentors less experienced PV Scientist staff
- Applies clinical judgment to interpret case information, helps guide staff on clinical judgment and interpretation of case information
- Subject Matter Expert in Pharmacovigilance and drug development; including knowledge of applicable clinical trial safety regulations and post-marketing safety regulations. Includes knowledge of case processing, expedited reporting rules, and safety database concepts. Demonstrates ability to mentor others and lead PV Scientists and SABR in decision making impacted by PV and drug development requirements
- Strong organizational skills, including the ability to prioritize independently with minimal supervision. Ability to assess resource needs and adapt accordingly
- Basic knowledge of common data processing software (EXCEL, PowerPoint, Microsoft Word, Business Objects). Knowledge of common safety database systems
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Associate Quality Assurance Over External Regulatory Reporting Resume Examples & Samples
- General Ledger Reconciliation and Substantiation Control Program
- Legal entity reporting and analysis as it relates to the Global Enterprise Management System, rationalization and other business programs (i.e., FATCA)
- The candidate is responsible for the following
- 4-5 years experience in Auditing, Accounting, Internal Control and/or Finance
- BS in Accounting or Finance; CPA Preferred
- Enthusiastic, self motivated, effective under pressure
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CIB Office of Legal Obligations Regulatory Reporting & Change Implementation Associate Resume Examples & Samples
- Obligation mapping, procedures, regulatory change and quality assurance.Process design/reengineering
- Define future state processes and operating models to ensure consistency and effectiveness across CIB Work in close collaboration with Mapping and Execution team, LOB SMEs and Corporate
- Program to ensure feedback from practical execution is incorporated into the design
- Build and develop relationships across breadth of stakeholders to enable successful idea generation , buy in and execution
- Drive change implementation where required
- Communication status updates to stakeholder senior management through presentations and reports in multiple forums
- Proven experience in strategic design, process reengineering and technology solutions
- Able to successfully operate across regions, businesses and functions with proven strong negotiation, influencing and relationship skills
- Strong strategic /critical thinking and analytical skills. Strong organizational skills including attention to detail and multi- tasking skills
- Creativity and ability to challenge standard practices , ensuring every opportunity is considered to transform current state into a best practice regulatory control landscape
- Considered an SME for any of the critical areas of design i.e. policy and procedure mapping, regulatory change management, procedures standards and quality assurance
- Ability to thrive in a changing work environment
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Oversight & Control Associate Reporting Role Resume Examples & Samples
- Ideally to have a minimum of 6 years of experience in controls, finance, internal audit and/or other control related functions within the banking sector
- Prior experience in previous roles may include but not limited to Front/Middle/Back Office, Operations, Compliance, Finance / Audit
- Have experience on project management skills with the ability to drive project independently
- Thinks strategically and articulates concepts clearly
- Team player who can work well with colleagues of various levels
- Comfortable working with large data sets
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Regulatory Reporting & Monitoring Associate Resume Examples & Samples
- Experience in an Operations Control Environment
- Proven ability to organise and prioritise own workload and drive results
- Flexible, proactive and self-starting individual with high levels of ownership
- Experience with regulatory reporting
- Working knowledge of tradable financial products, e.g. equities, fixed income, exchange & OTC traded derivatives
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Associate Reporting Analyst Resume Examples & Samples
- Sign final reports (as qualified)
- Approve laboratory electronic records or worksheets (as qualified)
- Client Services - client inquires, test status updates & report amendments
- Works on routine assignments per written procedures, where ability to recognize deviation from accepted practice is required
- Normally receives minimal instructions on routine work and detailed instructions on new assignments
- Works under close supervision from supervisor or senior personnel
- Ability to work in a team environment and independently as required
- Maybe required to work Holidays and weekends
- Maybe required to work Overtime
- Contributes to the overall operations and to the achievement of departmental goals
- Perform job specific tasks in compliance with applicable Regulations, International Standards, and WuXi AppTec Policies and Standard Operating Procedures
- May be required to assist in other departments
- 2 years experience in life science industry, CRO, CMO or 4 years without degree
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O&C Associate Reporting Role-mumbai Resume Examples & Samples
- Ideally to have a minimum of 6 years of experience in controls, finance, internal audit and/or other control related functions within the banking sector
- Prior experience in previous roles may include but not limited to Front/Middle/Back Office, Operations, Compliance, Finance / Audit
- Have experience on project management skills with the ability to drive project independently
- Proficiency in using MS Office software (Excel, PowerPoint etc) is definitely a plus
- Presentation skills – comfortable with public speaking across various forums and is able to effectively and logically communicate when ideas are being challenged in an open forum
- Ability to work and solve problems independently
- Ability to work in a deadline oriented environment, with strong attention to detail
- Ability to improve current processes and achieve efficiencies
- Team player who can work well with colleagues of various levels
- Self driven and able to prioritize effectively
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Associate Sales & Marketing Reporting Analyst Resume Examples & Samples
- Refreshing daily/weekly/monthly excel reports and dashboards
- Providing audiences counts to the business to understand segment size for marketing mailings
- Analyzing campaign results after mailings are complete
- Providing insights about particular segments or channels
- Supporting ad hoc requests for information, counts or analyses
- Participating in project work related to business asks or operation team needs
- Running existing and develop new SQL queries to support daily/weekly/monthly operational and business performance reporting
- 1 to 2 years of professional experience in Business Analytics with a focus on sales, marketing, finance or business operations
- 1+ years of experience in analytical reporting
- 1+ years of experience with Business Intelligence tools; Cognos, Netezza, Tableau, Brio (is preferred)
- Experience designing, developing and scripting reports & dashboards in MS Excel
- Excellent organizational skills with the ability to multi-task, prioritize and manage time effectively while also ensuring accuracy of work through attention to detail
- Must be results driven, and take appropriate steps to achieve goals while taking ownership of situations as needed
- Desire to work with cutting edge technology and software
- Proficiency with MS Excel; desire and capability to learn more advance Excel functionality
- Experienced with SQL
- Experience with extracting data via SalesForce.com is preferred, but not required
- Knowledge and understanding of business terms related to sales, marketing, technology, and finance is preferred
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Associate Reporting & Manangement Information System Resume Examples & Samples
- Critically review reporting and related presentations for quality and accuracy
- Participate in reporting review meetings and other reporting development forums
- Develop and maintain standard operating procedures for reporting, analysis and related outputs/deliverables
- Ability to gather and analyze information, design controls and verification procedures to confirm accuracy and strengths of reporting
- Ability to access and mine data from multiple sources to feed reporting
- Experience using various Business Intelligence tools (examples include Business Objects, Cognos, Oracle, Qlikview, Tableau, etc.)
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Regulatory Reporting & Monitoring Associate Resume Examples & Samples
- The candidate should possess a minimum of 5-8 years overall experience
- Strong teamwork is essential, as well as the ability to build ?mutually beneficial? relationships with others. Working across geographic as well as cultural borders to ensure the success of the RCG functions
- Strong organizational skills and the ability to cope with rapidly changing priorities are also essential
- Strong attention to detail and the ability to keep track of a large and varied workload
- Highly articulate with strong verbal and written communication skills
- Consistently able to produce high quality work, specifically updates of the suitability of our risk and control agenda to senior executives
- Strong analytical skill set, ability to mine big data trends and reconciliation gaps and a curiosity for risk enhancements
- Prior experience in Regulatory or Audit background
- Basic understanding of excel macro, Business Process Modelling, Business Intelligence tools (i.e. Alteryx) and SQL
