Business Analysis & Reporting Analyst Resume Samples
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Business Analysis & Reporting Analyst Resume Samples
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LE
L Eichmann
Lora
Eichmann
60718 Reinhold Loop
Houston
TX
+1 (555) 655 2276
60718 Reinhold Loop
Houston
TX
Phone
p
+1 (555) 655 2276
Experience
Experience
Phoenix, AZ
Business Analysis & Reporting Analyst
Phoenix, AZ
Raynor, Stroman and Stehr
Phoenix, AZ
Business Analysis & Reporting Analyst
- Maintaining a well-controlled environment for reception and tracking of confidential documentation
- Process-improvement focus during the development of target state Operatingl Model and global Strategic Processing platform
- Adept at multi-tasking and meeting deadlines within a fast moving professional environment
- Proficiency in MS applications (Excel, PowerPoint, Word) and process-mapping (Visio)
- Flexibility to train outside of Delaware for 2 – 3 months
- BA or BS
- Adept at multi-tasking and meeting deadlines within a fast-moving professional environment
Houston, TX
Cib-business Analysis & Reporting Analyst
Houston, TX
Brown, Quitzon and Hermann
Houston, TX
Cib-business Analysis & Reporting Analyst
- Create governance frameworks and own implementation, working in collaboration with cross functional teams
- Recommend and assist with implementation of process improvements to site
- Manage relationship with CIS network and IT partners
- Establish strong working relationships with all business partners throughout the organization, as well as with its functional partners
- Consolidate and analyze business metrics and provide meaningful commentary regarding performance of the business
- Establish solid working relationships and routinely interface with project sponsors and business stakeholders
- Provide project management oversight for key strategic initiatives
present
Philadelphia, PA
Ctpo Business Analysis & Reporting Analyst
Philadelphia, PA
Hermiston, Franecki and Lueilwitz
present
Philadelphia, PA
Ctpo Business Analysis & Reporting Analyst
present
- Work with Reporting Project team on strategic initiatives to develop new reports, scorecards, control committee reporting, regional reporting, etc
- Maintain SharePoint portal used for display and archiving of reports
- Strengthen controls by identifying gaps in order to enforce and enhance data integrity
- Provide business analysis of current state data model in order to facilitate migration to strategic reporting tool
- Maintain Access databases currently used as basis for reporting
- Analyze and identify golden sources of data and provide proposals to source data in a more controlled manner
- Understand the various elements of the underlying data across all Lines of Businesses and Corporate Functions in order to ensure reporting in an accurate, timely and effective manner
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Ashford University
Bachelor’s Degree in Finance
Skills
Skills
- Ability to pick up new concepts and technology quickly, including understanding complex details
- Ability to validate the results for accuracy
- Responsible for day-to-day Quality Assurance (QA) functions in support of QA Senior Management, including managing a team of approx. 2-5 direct reports
- Strong academic background
- Good written and verbal communication
- Ability to document conceptual, technical and operational information accurately and clearly
- Able to comprehend both servicing/operational requests and create an efficient delivery process for clients (both senior management & external)
- Able to properly document (business & functional) the overall process - source(s), business logic, and target
- Good understanding of mortgage operations concepts
- Ability to question traditional/conventional practices and propose change
2 Business Analysis & Reporting Analyst resume templates
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1
Ctpo Business Analysis & Reporting Analyst Resume Examples & Samples
- Provide meaningful analytics and conclusions around the Firms Third Party Provider portfolio to senior management on a consistent basis (i.e. summary findings, trends, conclusions)
- Strengthen controls by identifying gaps in order to enforce and enhance data integrity
- Provide business analysis of current state data model in order to facilitate migration to strategic reporting tool
- Examine and rationalize current suite of reports in order to reduce redundancy and/or duplication
- Understand the various elements of the underlying data across all Lines of Businesses and Corporate Functions in order to ensure reporting in an accurate, timely and effective manner
- Standardize data elements and nomenclature to enable consistent reporting
- Analyze and identify golden sources of data and provide proposals to source data in a more controlled manner
- Maintain Access databases currently used as basis for reporting
- Maintain SharePoint portal used for display and archiving of reports
- Analyze reports to identify trends in the execution of Delivery Managers, TPMOs and Third Party Risk Managers, and highlight those areas requiring attention to achieve more satisfactory results
- Work with Reporting Project team on strategic initiatives to develop new reports, scorecards, control committee reporting, regional reporting, etc
- Partner with other work streams within the CTPO team, with TPMOs and with other corporate stakeholders on critical items as they occur
- Demonstrated relevant work experience in a Business Analyst or similar reporting role
- Experience in an analytical role
- 2-5 years of experience in a detailed reporting role
- Excellent MS Excel and MS Access skills required
- Demonstrated experience working with reporting tools such as Cognos and Qlikview a plus
2
Business Analysis & Reporting Analyst Resume Examples & Samples
- BA or BS
- 3+ years experience in Securities Licensing, Compliance, or banking operations
- Team-building and people-management skills
- Adept at multi-tasking and meeting deadlines within a fast-moving professional environment
- Proficiency in MS applications (Excel, PowerPoint, Word) and process-mapping (Visio)
- Flexibility to train outside of Delaware for 2 – 3 months
- In-depth knowledge of FINRA’s registration process (i.e. Series 6, 7, 24, 27, 63, 99, etc)
- Familiarity with and application of process improvement methodologies such as LEAN, Six Sigma or CEM
- Advanced experience with Excel, VBA, SQL, analytical data tools applied within the context of financial operations
- Track record successfully leading a team of diverse individuals within a fast-paced environment
- Series 24 registration a plus
3
Business Analysis & Reporting Analyst Resume Examples & Samples
- 3 years experience in Insurance Licensing, Compliance, or banking operations
- Demonstrated team building and people management skills
- Adept at multi-tasking and meeting deadlines within a fast moving professional environment
- In-depth knowledge of insurance products (annuities, life insurance, long term care insurance)
4
Business Analysis & Reporting Analyst Resume Examples & Samples
- 3+ years experience in an operations role with a minimum of one year’s experience in managing others
- Flexibility to travel to the greater New York City area for occasional projects or meetings
- Knowledge of financial products (equities, fixed income, private investments)
- Advanced experience with Excel, VBA, SQL, analytical data tools applied within the context of operations
5
Business Analysis & Reporting Analyst Resume Examples & Samples
- Business Case Performance Tracking
- Customer behavior analysis by segment
- Daily/Weekly/Monthly Business Analysis & Reporting
- Executive Management Reporting
- Service Level Analysis and Reporting
- Process Re-Engineering
- Use database query tools to extract data from the EDW
- Ensure data integrity and accuracy in all reporting and analyses
- Perform ad hoc analysis and actuals vs. business case research
- Bachelors in Business/Finance, Computer Science/Information Systems or related field
- 3-5 years of experience in financial analysis/performance or management consulting
- Strong interpersonal, quantitative, and analytical skills
- Self-starter with an ability to work independently and in a team to solve problems efficiently
- Excellent verbal and written communication skills to translate data into concise, insightful, and actionable recommendations
- Comfortable presenting to all levels of management
- Ability to multitask and prioritize effectively in a fast-paced, deadline driven environment
- Ability to develop financial and operational efficiency models to enable managerial decision making
- Experience in developing reporting processes for complex initiatives
- Working knowledge of Hyperion Essbase and Business Objects highly desired
- Experience with Data Warehouse Knowledge/Experience (EDW) or data base extraction a plus
- Experience with SQL and/or SAS Programming a plus
- Experience with UNIX/Linux and Windows a plus
6
Business Analysis & Reporting Analyst Resume Examples & Samples
- Review, investigate and respond to customer complaints
- Ensure that required regulatory filings are prepared and transmitted to the firm's Registration Department for filing with FINRA in a timely manner
- Assist the firm's Legal Department with the preparation of discovery documents related to pending arbitrations and/or litigations involving customer complaints
- May be asked to provide guidance and training to less experienced compliance staff
- Conduct interviews of Financial Advisors or other firm employees in connection with the investigation of customer complaints and/or regulatory inquiries
- 5 years of Compliance/Securities Industry experience
- Experience in complaint handling and dealing with regulators
- Understanding of methodologies for researching and analyzing compliance issues
- Intermediate working knowledge of Microsoft Excel; Word and PowerPoint
- Attention to detail, analytical skills and be adaptable to change
- Issue resolution and problem solving skills
- Must be able to work independently and in a team environment
- FINRA License Series 7, 66, 24, 53, 4 (preferred)
7
Compliance Operations Client Screening Business Analysis & Reporting Analyst Resume Examples & Samples
- 3-5 years of banking experience including experience in compliance, customer contact, or service operations
- 2 years of demonstrated experience leading teams
- In depth cross-LOB knowledge of banking systems and products
- Experience in data analysis, metrics design/development and reporting
- Self motivated individual that demonstrates initiative and can support multiple projects with minimal oversight
- Strong written/verbal communication, leadership and analytical skills in a deadline driven environment
8
Business Analysis & Reporting Analyst Resume Examples & Samples
- Assist and develop data strategies to manage the following initiatives: Mortgage Express new Underwriting launch for metrics and MIS, ICDW requirements, metadata, schema remediation, Control M Scheduling, BCBS (BASEL Committee on Banking Supervision), technology control environments
- Manage and conduct initial research, feasibility and evaluation studies and analysis for critical data projects
- The position will also require prompt attention to ad hoc data extract and data analysis requests to support the Business Analysis team
- The candidate must be able to review, manipulate and interpret large amounts of records inventory data and to present the findings in a clear format that can be presented to senior management
- The candidate also must be able to document recommendations clearly for process improvements and data enhancements
- Creating and maintaining procedures, action plans and process mapping
- Document and create copy books for schemas, files and data sets
- Assist is documenting and backing up data queries used by the teams in all workstreams
- Conduct proactive reviews of high risk processes or functions, reviews procedures, training materials
- Ability to work with staff members across many functions within Business Analysis and others as needed across JPMChase Home Lending to meet your objectives, including extensive interactions with supporting data and processes with these groups
- Support the business needs of the Business Analysis Teams team by contributing to the data management of entire group. This includes contributing to the overall long term strategy for these items from a business perspective
- Bachelors degree in a quantitative or technical discipline (i.e., statistics, economics, finance, IT) or equivalent work/training is preferred; advanced degree preferred
- At least 3 years of systems or data related project management and knowledge of financial principles and procedures required
- Strong analytical, interpretive and problem solving skills, which will require interpreting bussiness accumen and putting into detailed procedures and/or metadata requirements
- Proficiency in MS Word, Excel, Access and Powerpoint skills required
- 3+ years experience SAS and/or SQL
- Strong written and verbal communication, collaboration, multi-tasking skills
- Work effectively in a team environment as well as on your own
9
Resolution & Recovery Business Analysis & Reporting Analyst Resume Examples & Samples
- Produce reports both to meet interim quarterly as well as annual regulatory deadlines
- Coordinate review and approval processes with appropriate LOB stakeholders
- Document and maintain processes associated with data gathering and report production/review/approval for each assigned schedule
- Develop and maintain project plans, and associated status reports as needed
- Escalate in a timely and effective manner to the Resolution and Recovery Program Manager when deliverables are in jeopardy of being missed
- 3-4 years of relevant work experience in a Business Analyst or associated Reporting role
- Excellent Excel skills
- Strong, proactive task-based approach with focus on delivery
- Excellent time management skills
- Familiarity with reporting tools such as Cognos and Qlikview a plus
- Familiarity with Access a plus
10
Business Analysis & Reporting Analyst Resume Examples & Samples
- Evaluate, investigate and respond to Client when written complaints are received
- Determine the validity of the Problem and Product codes as captured in the HALO case management system
- Conduct interviews of Financial Advisors and other firm employees in connection with the investigation of customer complaints and/or regulatory inquiries
- Corroborate statements made by Advisors or Field Managers (Supervisory Manager and/or Market Directors) by reviewing account documentation, transaction history through a variety of Firm Systems
- Assess the validity of the complaint
- Calculate settlement amounts when the Investigator determines that a complaint is valid and compensation is due the customer
- Negotiate with the Field to ensure the final recommendation is appropriate in light of the determination of the Investigator
- Prepare written response to the Client clearly communicating the allegation and what (if any) proposed action will be taken, including obtaining legal confidential release documents from the client before any monies are processed
- Prioritize investigations and responses to regulatory inquiries and high priority complaints such as those received from the government organizations, FINRA, the SEC, or the Firm’s Executive Office
- Ensure that case files are prepared correctly for archival and future research if requested by FINRA in accordance with Rule 4530
- Approve recommendations from supervisory management on available courses of action with respect to oral customer complaints
- Respond directly to incoming customer calls for queries related to the written complaint response letter
- Escalate sales practices concerns and refer matters to the firm's Compliance Advisory, Risk, Examination and/or Surveillance Groups for possible corrective and/or disciplinary action
- Bachelor's degree and 3-5 years of progressively responsible compliance/securities industry experience required
- Experience in complaint handling and dealing with regulators is preferred
- Excellent writing skills are mandatory
- Series 7, 66, 24 registration is desirable
- Series 53, 4; Life and Disability licensing is desirable
- Knowledge of concepts, products, practices and compliance techniques for the financial services industry preferred
- Ability to understand complex legal and regulatory issues, FINRA rules and regulations required
- Understanding of methodologies for researching and analyzing compliance issues required
- Understanding of reporting requirements of various regulatory agencies required
- Advanced MS office skills including Word, Excel and PowerPoint preferred. Ability to learn proprietary software
11
Cib-business Analysis & Reporting Analyst Resume Examples & Samples
- Documentation of Standard Operating Procedures and analysis of business, functional and operational requirement documents to determine and document standard procedures
- Maintain SharePoint site for documentation control of SOPs and Procedure Changes
- Support the production site during system and production installs of new procedures and processes
- Manage relationship with CIS network and IT partners
- Planned travel is a possibility
- Proven ability to motivate and achieve results through people
- Demonstrated effective communication skills, written and oral, to multiple levels
- Computer skills: MS Office: Word, Excel, PowerPoint and SharePoint
12
Business Analysis & Reporting Analyst Resume Examples & Samples
- Support the team’s execution of the User Tool Control standards, methodologies, and procedures
- Advise the team of risks and be a proactive advisor identifying risk issues and recommending solutions
- Develop or maintain process maps of PC functional areas; Accurately identify related risks and controls, and gaps, within processes
- Manage projects
- Facilitate project, implementation, production and code reviews
- Support the team with root cause analysis of key control events
- Oversee creation, documentation, tracking and closure of action plans within Phoenix
- Compile, update and prepare reports and analysis on issues and controls
- Assist the team in developing corrective actions that enhance controls and adequately address issues
- Partner with functional support teams (i.e. Risk, Controls, Compliance and Audit). Develop positive working relationships with these teams to maintain an open environment for collaboration, risk identification, and remediation
- Attend operational risk workshops proactively identify and assess risks
- Maintain awareness of significant risk and control issues within the business and development of new control standards
- Monitor Key Risk Indicators and other control metrics produced by the business and operational risk to identify negative trends and potential control gaps
- Minimum 3 years in the financial services industry; including background in operational risk management, audit, compliance, or operations
- Working knowledge of operational risk and control frameworks (e.g. RCSA practices, Control Self-Assessments, COSO, SOX ) in a regulated environment
- Strong interpersonal and communication skills, particularly influencing and negotiation
- Effective communicator with excellent written and verbal communication skills
- Strong problem solver with desire to enhance existing systems or reports to prevent repeat issues
- Strong analytical and documentation skills with an attention to details
- Strong project management and facilitation skills
- Ability to manage multiple assignments and meet tight deadlines within a team environment
- Must be exceptional in regard to organization, prioritization, execution, aptitude & desire to learn
- Familiarity with Dashboards/Metrics/Scorecards
- Proficiency in Microsoft Office, Visio and SharePoint
13
Cib F&bm Banking Operations Business Analysis & Reporting Analyst Resume Examples & Samples
- Review/input project forecasts and plans to ensure consistency and accuracy
- Assist with headcount/Resource forecasting
- Assist with Financial Forecasts and analysis
- Ad hoc reporting and analysis
- Undergraduate (4yr) degree in Finance or related field
- Advanced knowledge of Excel (pivot tables, macros, formulas, look-ups), MS Access, SharePoint, and creating and maintaining macros (VBA) and Databases
- Proficiency in Microsoft Office products (Power Point, Word, Access) and Adobe Acrobat
- Knowledge of Business Objects, Essbase, ITM and SAP a plus
- Proven Analytical skills
- Problem solving skills, good critical thinking and decision-making skills
- Ability to prioritize and adhere to strict deadlines
- Strong communications and presentation skills
- Prior financial Analysis experience a plus
14
Cib-business Analysis & Reporting Analyst Resume Examples & Samples
- Dealing with external clients
- Plan and control all aspects of financial statement preparation and issuance to agreed standards and deadlines
- Identify and implement improvements to processes in response to operational and client service requirements - work with Technical Specialists and other JPM departments (i.e. Fund Accounting) to achieve this
- Excellent client management and influencing skills
- Address behavioral and motivational issues within the group
- Complete Administrators and Senior Administrators' appraisals
- Knowledge of financial and regulatory reporting requirements
- In-depth knowledge of fund administration and valuation function and good understanding of the organisation
- Knowledge of accounting principles, with particular reference to UK Collective Vehicles
15
Cib-business Analysis & Reporting Analyst Resume Examples & Samples
- Coordinate and facilitate delivery of project objectives
- Create project plans and action logs to facilitate monitoring of the project
- Organizing meetings, preparing material and recording minutes
- Track progress and review project tasks to make sure deadlines are met appropriately
- Assess project issues and identify solutions to meet end objectives
- Proactively communicate project status, issues & risks to management and all stakeholders
- Conduct regular status meetings with all stakeholders, keeping the stakeholder’s needs and requirements continuously in view
- Work collaboratively with all stakeholders to successfully meet project objectives
- Motivating team members and leading by example to engage in high standards of quality
- Demonstrating and encouraging commitment to team objectives
- Managing time effectively, and prioritizing work efficiently considering multiple projects may be on hand at any given point of time
- Highly organized and disciplined to balance a number of priorities at any one time
- Ability to work to tight deadlines
- Pro-active and self-motivated
- Strong interpersonal skills and ability to build networks across all levels
- Effective team player with proven leadership skills
- Good problem solving capabilities & should be able to drive issues to resolution
- Graduate or Post Graduate with at 5-7 years of experience in the financial services industry
- Project Management experience of at least 1 year
- Proficient is MS Excel & MS Powerpoint
- Proficiency in MS project would be an added advantage
16
Business Analysis & Reporting Analyst Resume Examples & Samples
- Identifying and prequalifying diverse suppliers for upcoming bid and matchmaking opportunities
- Managing the relationships with our third-party advocacy organizations
- Responding to RFPs firm-wide, external surveys and competitive applications
- Managing the Tier 2 reporting process and system
- Managing the JPMC online Supplier Diversity Portal and Vendor Relationships
- Supporting SD colleagues in the planning and execution of internal matchmaking, supplier development, and special events
- Ad hoc projects
- Comfortable working with large sets of data and numbers
- Process oriented--knowledge of process improvement methodologies, such as Six Sigma
- MS Office - Intermediate to advanced skills in Word, Excel, Powerpoint
- Team player and individual contributor
- Comfortable working within various levels of the organization
17
Commercial Bank Business Analysis & Reporting Analyst Chicago Resume Examples & Samples
- Provide a high level of responsiveness to executive ad-hoc requests, “what-if” scenario modeling, and regulatory inquiries
- Where applicable, develop volume capacity and forecasting models to ensure appropriate staffing levels in anticipation of expected volume patterns
- 5-7+ years of total experience within MIS/Analytics roles; must have expert knowledge of data & business intelligence concepts (e.g. SQL) with ability to provide design guidance and architecture review in support of junior staff
- Expert-level ability expected in SQL query and data-mart development. Expert in all MS Office tools (Excel, Pivot Tables, Access, VBA, PowerPoint)
18
Cib Business Analysis & Reporting Analyst Associate Mumbai Resume Examples & Samples
- Review all financial statements prior to production and ensure that timely and accurate sign offs are in place from various constituents of the valuation process
- Establish policies, procedures and guidelines which comply with internal and external controls to ensure that the statements and work to continuously strengthen the controls environment
- Be an effective leader capable of motivating, developing and supporting staff and training and managing the team
- To understand Training Needs / Solutions and implement the same to maintain team skill sets and mobility
- Knowledge of industry developments and trends
- Knowledge of account reconciliation processes
19
Cib-business Analysis & Reporting Analyst Resume Examples & Samples
- Oversee the accurate and timely production of the Fund's daily and monthly accounting activities and net asset value calculation of the funds for various clients
- Develop and implement efficient and standardized workflows within his team as well as various points of hand offs
- Relationship management with Clients (including JPM partner locations) by means of service delivery and proactive approach towards client requirements
- Fund accounting knowledge
- GAAP accounting knowledge
- Securities industry knowledge including dividends, principal & interest, corporate actions and trading activity
- Strong analytical, prioritization, organizational, multi tasking and negotiation skills
20
Commercial Bank-business Analysis & Reporting Analyst Resume Examples & Samples
- Define, monitor, and report key operational metrics; implement and manage balanced scorecards and dashboards at the employee, team, and department levels
- Data mining and analytical projects as assigned by program executives, with goal of reducing errors or proactively identifying process risks
- Mentor junior staff and provide technical training in advanced data concepts
- 7+ years of total experience within MIS/Analytics roles; must have expert-level, demonstrated knowledge of data & business intelligence concepts with ability to provide design guidance and architecture review in support of junior staff
- Proven experience delivering timely, high quality, senior manager-level reporting and analysis from diverse, complex data sources. Attention to detail a must with focus on executive quality presentation
- Self-starter; demonstrated ability to complete assigned tasks independently with minimum supervision
- Team player; Excellent communication, project management, and client partnership ability
- Expert-level ability expected in SQL query and database development. Expert in all MS Office tools (Excel, Pivot Tables, Access, VBA, PowerPoint)
- Demonstrated knowledge of data warehousing concepts and exposure to one or more Business Intelligence toolsets and database platforms: SQL Server Reporting Services (SSRS), Tableau, Analysis Services (SSAS), Qlikview, Business Objects, SAS, Crystal, R, SQL/Oracle/Teradata, etc. Experience with Tableau, Qlikview a plus
21
Business Analysis & Reporting Analyst Resume Examples & Samples
- Serve as liaison between the line-of-business partner, client services, operations, and architecture/development teams to effectively interpret business clients’ needs and create business solutions
- Analyze business systems and processes, and document business, functional, and operational requirements to ensure a quality implementation
- Ensure traceability between business requirements, technical requirements, the design, and ultimately the end solution
- Continuously improve project delivery quality and consistency by inspecting key deliverables and evidencing results
- Ensure a successful production implementation by creating or providing input into the production validation plan and/or documenting new operational processes as a result of the implementation
- Develop training materials and provide training to the Image Operations Help Desk and product support teams
- Serve as visible member of the project team and be a key contributor in issue identification, documentation, and resolution
- Provide assistance in the reporting and tracking of issues and risks to the Project Manager
- Partner with the business, development, and testing teams to create a holistic test plan and approach to ensure quality testing
- Requires Bachelor's degree in Management Information Systems or a related field
- Requires at least 2 years experience in a Business Analyst role
- Must be proficient in Microsoft Office Suite - Must be able to create process flows using Visio; Must be able to use Excel to analyze data/numbers and tell a story via charts and graphs with the results; Should be familiar with Project and Share Point for team collaboration and project artifacts
- Must have clear understanding of the Project Life Cycle phases and the deliverables within each phase
- Access database experience preferred
- Collaborative and a high level of comfort and effectiveness in coordination roles; working with multiple business and technology partners to drive transparency in project deliverables
- Service Oriented; Shows initiative through problem identification, ownership and resolution
- Clear, concise and timely written and oral communication, with the ability to tailor the message to the audience
- Flexible; Can manage multiple priorities and can adapt to changing priorities to meet business needs; Excellent time management and organizational skills; Strong sense of urgency
- Demonstrates the ability to build relationships and leverages influencing skills to drive toward a collective outcome
- Proven analytical and critical thinking skills; Knows how to identify the strengths and shortcomings of a solution or process and has the ability to seek alternative solutions, conclusions and approaches to problems
- Requires up to 15% overnight travel
22
Business Analysis & Reporting Analyst Resume Examples & Samples
- Develop reporting and analysis for the CTO Escalations Service Center; including complaint reporting, scorecard performance trending, quality and feedback tracking, capacity planning and forecasting
- Compile performance metric reporting and presentations for CES and CTO weekly metrics meeting and conduct monthly CES Business Review meetings
- Perform root cause analysis of issues and assist with remediation, create adhoc reporting as needed and present findings to business managers
- Develop streamlined reporting and automated scorecards from various systems such as the Integrated Consumer Data Warehouse (ICDW), Business Objects, and Microsoft applications, inclusive of SharePoint
- Lead planning of operating scorecard process for CES, inclusive of development and testing of Customer Experience metrics and key risk indicators for the CTO Service Areas. Conduct CTO Metrics Forum for annual scorecard planning
- Maintain a strong risk environment including, sustainment of CES Process Maps, compilation of access administration, and control reporting
- Lead and assist on group projects, such as managing SharePoint site for CES, lead for Business Objects upgrades and improvements, and special projects as assigned
- Analyze large pools of data to discover trends, patterns, correlations that will assist managers in making better business decisions
- Create and maintain reports for the CES management team and CTO Escalations
- Identify process improvements to streamline data collection and report creation
- Build presentations to summarize and present key messages
- Bachelor's degree in business, computer science, or related field
- At least 5 years of operations, service, or equivalent experience
- Minimum 1-3 years experience in data mining or business intelligence
- Experience with capacity planning within an operations environment
- Proficient skills in Microsoft Office suite: Excel, Access, Word, Power Point, and SharePoint
- Strong process modeling skills leveraging Microsoft Visio and/or iGraphix
23
Business Analysis & Reporting Analyst Resume Examples & Samples
- Analyze and report on ATM/Branch servicing financials (actual and forecasted) with a specific focus on identifying trends, root cause drivers and changes that may impact budget
- Provide efficient and detail oriented reporting with ongoing report development, ad hoc analysis, projects and processes
- Build relationships and network across all levels of management and lines of business as needed in order to keep our model and underlying assumptions in sync with the strategy and direction of our business partners
- Prepares a broad variety of other reports and provides data and management information for our internal partners
- Performs hands-on analytical work; analyzes large pools of data to discover trends, patterns, correlations that will assist managers in making better, more informed business decisions
- Intermediate to advanced Excel and Access skills
- Strong data mining and analytical experience, possessing strong reasoning and problem solving skills
- Team player; excellent communication, listening and influencing skills
- Self-starter; demonstrated ability to complete assigned tasks independently with minimum supervision
- Ability to use judgment to guide analysis, draw implications and synthesize into clear communications
- Experience developing complex business analysis models, preferably in support of volume capacity and forecasting initiatives
- Experience in enterprise data systems (such as ICDW) and relevant business applications (such as Hyperion/Brio, Business Objects) helpful
- ATM knowledge preferred
24
Business Analysis & Reporting Analyst Resume Examples & Samples
- Prepares a broad variety of reports and provides data and management information for clients, internal and/or external audiences
- Performs hands-on analytical work; analyzes large pools of data to discover trends, patterns, correlations that will assist operations managers in making better business decisions
- Participates in high level business initiatives and assists with all levels of metric reporting
- Develop predictive and forecasting models using historical data and externalities to improve operations
- Maintain familiarity with trends and best practices that create new opportunities to add value
- Role is for an individual contributor
- Bachelor’s Degree in an analytical field (Master's Degree is a plus)
- Significant experience in building customized code in SAS and SQL
- Experience in enterprise data systems (such as ICDW) and relevant business applications (such as Hyperion/Brio, Business Objects)
- Exceptional problem solving skills as well as the ability to create logical and realistic solutions under tight deadlines
25
Business Analysis & Reporting Analyst Resume Examples & Samples
- Develop a deep understanding of systems and processes in order to extract insights from existing data while identifying and recommending IT enhancements to improve data quality
- Define, monitor, and report key operational metrics; implement and manage balanced scorecards and dashboards at the employee, team, and department levels
- Provide a high level of responsiveness to executive ad-hoc requests, “what-if” scenario modeling, and regulatory inquiries
- Data mining and analytical projects as assigned by program executives, with goal of reducing errors or proactively identifying process risks
- Where applicable, develop volume capacity and forecasting models to ensure appropriate staffing levels in anticipation of expected volume patterns
- Mentor junior staff and provide technical training in advanced data concepts
- 7+ years of total experience within MIS/Analytics roles; must have expert-level, demonstrated knowledge of data & business intelligence concepts with ability to provide design guidance and architecture review in support of junior staff
- Proven experience delivering timely, high quality, senior manager-level reporting and analysis from diverse, complex data sources. Attention to detail a must with focus on executive quality presentation
- Team player; Excellent communication, project management, and client partnership ability
- Expert-level ability expected in SQL query and database development. Expert in all MS Office tools (Excel, Pivot Tables, Access, VBA, PowerPoint)
- Demonstrated knowledge of data warehousing concepts and exposure to one or more Business Intelligence toolsets and database platforms: SQL Server Reporting Services (SSRS), Tableau, Analysis Services (SSAS), Qlikview, Business Objects, SAS, Crystal, R, SQL/Oracle/Teradata, etc. Experience with Tableau, Qlikview a plus
- BS/BA preferred; quantitative focus / advanced study a plus
26
Business Analysis & Reporting Analyst Resume Examples & Samples
- Act in the role of Operational and Functional Subject Matter Expert
- Represent Operations on various projects and meetings
- Facilitate network meetings
- Candidate will need to be on-call for Major Releases, Maintenance Releases, Hot-Fixes and Enterprise Release installation and can, include post-release and/or emergency installations (some evenings and week-ends) may be required
- Develop documented solutions to issues and new processes
- Operations, Setup or Maintenance Experience on the Remit One Platform (Minimum 2 years)
- Research and Analytical skills
- Ability to effectively communicate to multiple levels. EX: Front line associates up to Senior Management
- Strong time management skills , ability to multi-task and handle multiple projects
- Ability to educate others on system applications and functions
- Provide Operational input to business requirements, change requests, etc
- Ability to understand technical documentation
- Ability to handle tight deadlines
- Candidate must be able to work as an individual or in a team setting
- Computer skills: MS Office: Word, Excel ,PowerPoint, Outlook
27
Cib-business Analysis & Reporting Analyst Resume Examples & Samples
- Provide support on Corporate Banking & Treasury Services business reporting requirements (including target client and transaction tracking, strategic plans, industry analysis, client profiles, etc.)
- Ensure the ongoing integrity of the Treasury Services sales pipeline, scorecards, revenue forecasts and revenue deliveries against projections
- Manage data manipulation & data integrity process highlighting key client trends such as revenue by product, country, industry and by sales officer
- Identify and remediate data discrepancies
- Create and advance reporting capabilities and output
- Gather, synthesize, analyze and present metrics data and findings
- Construct robust and dynamic MIS reporting infrastructure
- Ad hoc projects as required
- Graduate with 0-2 years experience in banking , with knowledge of the financial services industry. 5+ years for associate with atleast 3 years as relevant experience
- Team player and demonstrated work ethic - consistently demonstrates a high level of professionalism in behavior and performance
- Effective prioritization skills to meet a complex set of business demands and demonstrate delivery against multiple objectives
- Ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), and work well in cross-functional teams
- Understanding of the various businesses/products within the Corporate and Investment Bank (preferred)
- Familiarity with JPM Finance processes and MIS (preferred)
- Advanced and efficient skills using MS Excel, Word and PowerPoint tools (required)
- Ability to see a project from start to finish
- Ability to identify process improvement opportunities to improve overall client experience
28
Business Analysis & Reporting Analyst Resume Examples & Samples
- Data collection, analysis, and dissemination of weekly and monthly operational reports
- Preparing and validating monthly metrics
- Technology use management and triage; Updating, tracking list of open technology defects and enhancements that impact or were opened by CWM Order Support; liaising with stakeholders to ensure timely delivery of enhancements and upgrades
- Risk control testing including testing samples, compiling test data, and reporting on results
- Operational administration including scheduling and supervision of department forms, policies and procedures, and letters
- Maintaining user inventory list of hardware, telephony, and market data services
- Represent the department in various work streams and projects
- Ad hoc projects as needed
- Provide continuous feedback on issues or projects
- Requires investment industry/brokerage experience
- Requires strong analytical skills and attention to detail
- Must be proficient in Microsoft Excel, Access, and Word including the ability to run Pivot Tables, write queries, and compare data across different files
- Must have experience in data collection, analysis, and dissemination of reports
- Prefer Risk Control Self Assessment (RCSA) experience
- Must have ability to effectively handle multiple concurrent assignments
- Owns customer issues from start to finish
- Prefer College graduate
29
PWM Business Analysis & Reporting Analyst Resume Examples & Samples
- Identify areas of opportunity through rigorous analysis of key performance metrics/indicators for each unit of Operations
- Develop reports and structure presentations to present key messages to senior management
- Develop streamlined reporting and automated scorecards from various systems, including the Enterprise Data Warehouse
- Engage with metric owners from each business unit to identify key causes behind data trends/irregularities
- Create and maintain recurring reports for the management team and business unit level managers of Operations
- Build presentations to summarize and present key messages to management
- Bachelor's Degree in business, economics, statistics, or related field
- Minimum 3-6 years experience in data mining or business intelligence
- Experience with data mining/gathering/reporting and manipulation
- Strong listening, presentation, communication and influencing skills
30
Cib-business Analysis & Reporting Analyst Resume Examples & Samples
- Provide project management oversight for key strategic initiatives
- Create governance frameworks and own implementation, working in collaboration with cross functional teams
- Facilitate C&IB Business Reviews and take responsibility for communication of decisions, standards, discussions, and issues
- Create Executive Packs and Ad-hoc communications
- Consolidate and analyze business metrics and provide meaningful commentary regarding performance of the business
- Establish strong working relationships with all business partners throughout the organization, as well as with its functional partners
- Establish solid working relationships and routinely interface with project sponsors and business stakeholders
- Set up, facilitate, and/or participate in meetings with stakeholders and working groups. Outputs include project and stakeholder review decks, project plans, issue tracking, minute minutes, etc
- Track all progress and project deliverables utilizing appropriate tools; document and report status regularly to senior management
- Identify and communicate issues/risks/conflicts in a timely manner to the senior stakeholders
- Closely work with human resources, training and operations to drive relevant people programs
- Partner with CFOs and finance team to develop plans and track adherence
- Involvement in month-end close process via interaction with regional / sub-line of business CFO teams
- Drive headcount and financial discipline through regular monitoring and governance
- Experience in program implementation, project management, controllership or similar roles
- Masters or Bachelors Degree with relevant & equivalent experience
- The incumbent should possess conceptualization skills with strong implementation capabilities
- Strong written and verbal communication skills and proven ability to work with senior management
- Experience & knowledge of project management methodologies/ discipline
- Strong knowledge of standard desktop applications: MS Office, MS Project, PowerPoint, Excel and Outlook
- Strong business analysis and data/ information management skills through strong knowledge of Excel (i.e. use of pivot tables, macros, arrays, etc)
- Ability to work with tight timelines and in demanding and dynamic environment
- Ability to influence and direct activities or resources outside of direct control
- Exceptional attention to details
- Demonstrated ability to manage multiple tasks and must be able to work independently as part of a small high impact team
- Must be able to prioritize workload and adapt to changing demands
- Demonstrated ability to create a collaborative environment by creating a strong network to achieve the desired result
31
Business Analysis & Reporting Analyst Resume Examples & Samples
- Strong problem solving ability, organization and prioritization skills, ability to exercise good judgment are necessary for success in this role
- Proven ability to work in a fast-paced, dynamic business environment, handle multiple projects while still meeting deliverable timelines
- Excellent communication (oral and written), analytical and presentation skills are needed
- Ability to be flexible, meet tight deadlines, organize and prioritize work with a strong sense of urgency
32
Complaints Management Business Analysis & Reporting Analyst Resume Examples & Samples
- Lead all related analytic, reporting and technology efforts; manage project lists
- Design and develop dashboards, scorecards, controls and reporting
- Produce adhoc analysis and reporting; summarize findings and insights across all management levels
- Monitor and analyze control findings and trends
- Conduct regular reporting walk-through meetings and drive follow ups
- Create and maintain related procedures, process flows and documentation
- Subject matter expert for complaint policy, standards, related processes, controls and data
- Bachelor's degree and prior analysis and reporting work
- Experience and comfort using Microsoft Office (Excel, PowerPoint, Access, Sharepoint); SAS, Tableau preferred
- Excellent communication and presentation skills to different audience levels
- Strong attention to detail and time management skills required
- Prior business requirements, procedures and documentation experience preferred
- Prior Quality Assurance and User Acceptance Testing experience preferred
33
Business Analysis & Reporting Analyst Resume Examples & Samples
- Collects and analyzes complex data for reporting and/or performance (trend) analysis
- Participates in high level business initiatives and assist with all levels of metric reporting
- May prepare and evaluation financial business plans, budget projects, variance review and profit improvement plans
- May have direct management responsibility
- May review and/or change established policies, maintain issues log and manage report delivery
34
Cib-business Analysis & Reporting Analyst Resume Examples & Samples
- 5+ years of relevant experience including advanced analytical skills
- Experience developing executive level presentations
- Strong analytical skills and experience building metric based solutions
- Highly skilled in use of Excel and PowerPoint
- Proven critical thinking ability; can understand all the information available, tie it all together, and speak to it clearly and concisely
- Proven track record driving significant improvements and excellence within an organization
- Strong written and verbal presentation skills and ability to successfully interact with a wide variety of managers across the organization
- Collaborative style and ability to build the appropriate relationships
- Successful track record for meeting deadlines and interacting successfully with individuals in a multi-faceted organization
- Professional experience as or related software engineering or technology leadership role
- Experience leading the development of data driven projects
- Experience leading the development of data management/analytics teams
- Bachelors degree required, Bachelors with Science degree preferred, or equivalent experience, in mathematics, computer science, physical sciences or other quantitative discipline
- Foundational understanding of probability and statistics, Bayesian methods, time series analysis
- Experience of Finance, Banking, Insurance or similar businesses a strong plus
- Experience in at least one specialized statistical computing environment, Experience in practical data processing, data mining, text mining and information retrieval tasks
- Experience of scalable data management tools including Relational and NoSQL databases, Big Data architectures a strong plus
- Great communication skills, team player, self-starter, demonstrated strong work ethic
- Experience working with senior line of business leaders
- Experience managing multiple feature teams through agile development cycles
- Proven track record in running and executing large, complex strategic programs
35
Business Analysis & Reporting Analyst Resume Examples & Samples
- Requires 2+ years of related reporting and analytical experience
- PowerPoint knowledge required
- Experience in Project Management preferred
- Prefer CTO & Retail ATM product and industry knowledge
- Proficient with creating clear, efficient and control-oriented process maps (e.g., familiarity with iGrafx)
- Strong critical thinking and ability to build relationships and have a healthy, challenging dialogue
- Analytical skills - excellent with metrics and ability to easily translate data into conclusions and recommendations
- Excellent written and oral skills
- Proficient with SharePoint Administration a plus
- Experience in an operations environment a plus
- Requires ability to think and drive strategic plans & initiatives
- Prefer Business processes and procedures experience
- "Quick Learn" of subject matter and target culture
36
Business Analysis & Reporting Analyst Resume Examples & Samples
- Interpretation of CLS standards, guidelines, policies and procedures
- Make risk based determination through QA (quality analysis) whether alerts were properly cleared by CAO Operations Client List Screening Analysts
- O Preferred working knowledge of tier one Client List Screening processes
- O Expertise may also include: Audit, Control, Risk, Fraud, and Research
- Strong research, analytical and comprehension skills, with ability to analyze large amounts of data
- Proven ability identifying issues/defects and recommending solutions
- Demonstrated experience adhering to controls and compliance standards
- Bachelor’s degree in Finance, Economics, Forensic Accounting, Criminal Justice (focusing on financial crime) or equivalent work experience
- Working knowledge of AML, KYC, Terrorist Finance statutes and governing bodies
- Strong Communication skills including written, verbal, and interpersonal
- Results-oriented Team Player
- Ability to multi-task and meet deadlines against a high volume work schedule
- Must be detail oriented, well organized, and a self starter
- Intermediate level skills working with the MS Office suite of tools, with an emphasis on Excel and PowerPoint
- Working knowledge of MS SharePoint
37
Business Analysis & Reporting Analyst Resume Examples & Samples
- 2-4 years of experience with identifying customers and other parties to transactions against OFAC Sanctions Lists, Politically Exposed Persons (PEP), FinCEN, Negaitve Media, and Internal Lists
- Preferred working knowledge of tier one Client List Screening processes
- Expertise may also include: Audit, Control, Risk, Fraud, and Research
- Working knowledge of AML, Terrorist Finance statutes and governing bodies
38
Business Analysis & Reporting Analyst Resume Examples & Samples
- Responsible for day-to-day Quality Assurance (QA) functions in support of QA Senior Management, including managing a team of approx. 2-5 direct reports
- Manage BAU production testing environment of the team including monitoring performance, quality and throughput requirements to meet intended goals. Including
- 5+ years of experience with identifying customers and other parties to transactions against OFAC Sanctions Lists, Politically Exposed Persons (PEP), FinCEN, Negative Media, and Internal Lists; expertise may also include Audit, Controls, Risk, Fraud or research background
- Demonstrated experience in Supervisory, Management and/or Team Leadership role
- Demonstrated knowledge of industry AML / BSA systems applications and Client List Screening processes; in depth understanding of Compliance
- Proven experience analyzing metrics and large amounts of data, making appropriate decisions based on the analysis and presenting results to senior management
- Proven ability to adhere to and enforce controls and standards
- Solid written and verbal communication skills, and interpersonal skills
- Results-oriented team player
- Intermediate to advanced level skills in the Microsoft Office Suite, with an emphasis on Excel and PowerPoint
- Experience with MS SharePoint preferred
- Ability to multi-task and meet deadlines in high-pressured environment
- Detailed, well organized, self starter
- Bachelor’s Degree or equivalent professional experience
39
Cib-business Analysis & Reporting Analyst Resume Examples & Samples
- Have a working knowledge of supported Contact Center Telephony software/hardware to allow troubleshooting of systems as required
- Know and understand all Disaster Recovery and mitigation plans to assist in the implementation of any fixes or mitigation strategies as needed
- Interact with Call Center Leadership team to prioritize business requirements
- Act as liaison for SC and TSG between GTI, ECCS, TS Technology, and call center vendors to resolve customer service impacts and concerns that are aligned with the existing Telephony infrastructure
- 3+ years experience working in a call center environment
- 3+ years experience supporting ACD call routing, and IVR platforms from a business perspective
- Working knowledge of the Genesys Contact Center platform
- Proven ability to translate business requirements into telephony solutions
- Participate in testing functions including building test cases and plans, executing test, and reporting results
- Develop current and future state process flow diagrams and related process documentation
- Issue resolution
40
Business Analysis & Reporting Analyst Resume Examples & Samples
- Responsible for stewardship reporting and factor analysis include volume, margin, expenses and earnings, for corporation and management use
- Bachelor’s degree in Accounting, Finance, Economics or other Business Fields of which at least completing 2 courses in Accounting with the grade of B or above
- 0-5 years working experience preferred
- Good written and verbal communication
- TOEIC Score: 800+, IELTS Score: 6.5+
41
Business Analysis & Reporting Analyst Resume Examples & Samples
- Intermediate Analytical skills
- Organizational / Planning skills
- Intermediate MS Office skills (Word, Excel, PowerPoint, Project)
- Ability to articulate business requirements and communicate effectively
- Bachelors Degree preferred or relevant 4 years of work experience
- Share Point 2013 experience
- Ms Access (VBA), Excel (pivot tables)
- Global Sanctions knowledge, OFAC, UN,
- May be required to have business specific skills/certification
- Knowledge and ability to create informative and creative presentations including graphs and pivots to summarize and convey results to Sr. Management
42
Business Analysis & Reporting Analyst Resume Examples & Samples
- Able to properly document (business & functional) the overall process - source(s), business logic, and target
- Good understanding of mortgage operations concepts
- Solid requirement gathering skills to work w/various business SME’s
- Ability to develop and execute test scripts to ensure the requirements have been met
- 4-6 years of mortgage banking background/finance/analytical support preferred, but not required
- An understanding of the development or project life cycle, which includes all phases from discovery/analysis through implementation
- Background in SQL, SAS, Teradata and Oracle environments is highly desired - (tools like Toad & SQL plus are preferred)
- Bachelors degree in Computer Science, Finance, Accounting or related work experience
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Business Analysis & Reporting Analyst Resume Examples & Samples
- Support Operations Managers in the oversight, governance, and control of Expense and Sports & Entertainment Tickets, Card Programs, Policies and Procedures
- Assist in the creation of monthly delinquency and KPI reporting for distribution to Senior Management
- Assist operation and project teams with enhancement requests for the expense system, card programs, ticket order system and integration with other business systems including requirements gathering, testing, etc
- Govern meetings with offshore/local teams to discuss processes, improvements, issues/resolutions
- Work closely with Operations and Project groups to address and develop resolution for issues affecting performance or user experience
- Support and assist the department with imaging solutions
- Communicate issues and resolutions to GSSO management and LOBs
- Train users on the expense reporting and/or ticket order system and/or changes as they occur
- Deliver first class service to our customers & improve end user experience
- Address and resolve customer escalations promptly and focus on eliminating the root cause of problems
- Write/revise Detail Operating Procedures to document processes and keep procedures up-to-date
- Manage system support tickets including opening, tracking, and updating cases
- Log and report system changes including following up with various teams to completion
- Assist with changes within systems to support projects and business as usual
- Upload sports/entertainment ticket inventory
- Receive, reconcile, and store expired sports/entertainment ticket inventory
- 3-5 years experience, Bachelor's degree or equivalent experience in business administration, accounting, finance, or related field preferred
- Knowledge of Accounts Payable Operations preferred
- Working knowledge of SAP, Concur, and Ovation is preferred
- Working knowledge of Corporate Card and/or Purchasing Card program management including provider reconciliation tools, developing and proving user training, and contract management
- Strong analytical and problem solving skills with a customer service driven focus
- Ability to work with minimal supervision, taking ownership and a proactive approach
44
Business Analysis & Reporting Analyst Resume Examples & Samples
- Manage relationships with Sports & Entertainment Marketing, LOB business partners, Corporate Technology, and external vendors
- Identify and onboard LOB ticket assets to Ovations Ticket Management platform and ensure tracking of inventory, procurement, and usage details
- Provide oversight for order management processing approvals, and data integrity across 440+ ticket room administrators and allocation group managers
- Enforce the firm’s policies and procedures including the Code of Conduct, Sports & Entertainment Ticket Use Policy, Gift & Entertainment Tax policy, Anti-Corruption Policy
- Communicate across LOBs for usage exceptions/violations and document non-compliance to policies and procedures
- Support daily/monthly control processes including monitoring transaction processing, performing quality assurance reviews, and recommending policy/procedure updates, when necessary
- Partner with Corporate Technology in recommending and implementing system enhancements to improve processes and controls
- Maintain procedures and other process artifacts; assist in Audit inquiries where necessary
- Provide ad hoc and scheduled reporting with all LOB partners
- Assist with Ovations user training - policy conformity, inventory upload, procurement tracking, and reporting
- Minimum 5 years of experience in an operations or control / risk management type function
- Ability to work effectively with a high degree of autonomy, accuracy and detail
- A drive to seek out efficient process improvements with focus on scalability and sustainability
- Able to effectively manage internal relationships with a significant number of ticket administrators across all lines of business
- Leadership and influencing skills necessary to reinforce training, policies and procedures with ticket administrators when necessary
- Strong data analytics and advanced Excel and SharePoint skills; experience with QlikView software a plus
- Proactive problem solver; ability to anticipate and meet needs before asked
- Time urgency – ability to anticipate, prioritize, execute against deliverables and meet deadlines
- Strong judgment, analytical and problem solving skills; ability to take personal accountability for issue resolution
45
Cib-business Analysis & Reporting Analyst Resume Examples & Samples
- Develop and maintain our Data Mart to ensure data availability and integrity for consumption by the reporting systems
- Drive automation of current reporting process via available tools (eg MS Access, Sharepoint, Excel, VBA, Qlikview, Business Objects, Angular JS)
- Ensure accuracy of weekly and monthly KYC/onboarding MIS
- Web application development to support WCOB MIS initiatives
- Work as part of a Global team, partner with team members and external partners in different regions and time zones
- Develop and maintain ETL processes and respond to critical database issues
- Proactively identity and suggest improvements concerning data accuracy, integrity and performance
- Create and maintain DB documentation including data architecture, including data definitions, data models, data flow diagrams
- Work to tight deadlines, and deliver an accurate product in a very aggressive schedule
- Bachelor’s Degree in Information Systems or related field
- Solid understanding of relational database architecture and design, proficient in MS SQL Server, SSIS and other major DB tools
- Strong technical skills as relates to business intelligence (eg Microsoft office suite with VBA Automation knowledge, Business Objects, Sharepoint, Qlikview)
- Flexibility to handle multiple tasks and changing priorities
- Quickly grasp and master new requirements and related knowledge
- Prior experience with Investment bank preferred
46
Business Analysis & Reporting Analyst Resume Examples & Samples
- Able to prioritize, help drive results and influence team members in a cross functional, diverse environment
- Strong PC skills with the MS Office suite
- Ability to create requirement documents
- Testing experience a plus
- LOB Knowledge - TS Payment products
- Knowledge of payment systems, payment databases, and payment controls
- Prior experience with large strategic programs and system migrations
47
Business Analysis & Reporting Analyst Resume Examples & Samples
- Help maintain and enforce corporate approval policies
- Work with LOB clients and development team to understand and document requirements/user stories in support of product enhancements and/or technology initiatives
- Collaborate with developers and participate in technical design discussions to evaluate options and provide direction
- Write and execute User Acceptance Test scripts
- Validate and support implementation events
- Track requests, synthesize requirements of stakeholders, and prioritize enhancements
- Maintain BAU product road map
- Write and manage Help content for end users and help desk support
- Use HP Application Life Management (ALM) or JIRA to track requirements, test cases, and defects
- Drive toward decisions for defect resolution and change controls
- Draft communications for system changes
- Track system issues and bugs to resolution; devise acceptable work-around when necessary
- Work with Level 1 and 2 help desk management to continually improve help desk resolution capabilities
- Research and resolve Level 3 client issues without escalation
- Analyze system usage metrics and identify trends to report to executive management
- Basic knowledge and understanding of industry procure-to-pay standards and procurement systems
- Intermediate knowledge and understanding of project management methodology ideally combined with practical experience
- Practical exposure to agile software development methodology
- Self starter; ability to work with minimal supervision
- Availability to commit outside of normal hours as appropriate
- Proficient Microsoft skills, especially in Excel, Word and PowerPoint
- Occasional travel
- Ability to pick up new concepts and technology quickly, including understanding complex details
- Effective prioritization and time management skills
- Proactive and analytical approach to problem solving
- Experience in root cause analysis, identifying process flaws and process improvement methodologies
- Experience with software application testing and related tools
- Ability to document conceptual, technical and operational information accurately and clearly
- Exhibits a thorough understanding of a client’s business and actively seeks input to anticipate client needs & effectively meets or exceeds them
- Generates innovative ideas for continuous improvement
- Ability to question traditional/conventional practices and propose change
- Strong communication and customer service skills (verbal and written); able to deliver clear, concise and timely messages, with the ability to tailor the information based on the audience
48
Cib-business Analysis & Reporting Analyst KYC Resume Examples & Samples
- Experience in Business Intelligence or MIS reporting with 1-2 years in Investment & Corporate Banking business or operations
- Strong technical skills as relates to business intelligence (SQL, Business Objects, Qlikview, Excel, MS Access). This is not a B.I. technology role, but candidates must have a high degree of comfort working with data and being power users of analytical tools e.g. comfort working with SQL queries, understanding data models, creating Business Objects reports. Expertise in all technologies is not required but candidates must have an appropriate grounding in a relevant area with a willingness to learn
- Strong communication skills necessary to liaise with global partners in a 24 x 5 environment
- Ability to be flexible in shift
- Project Management, Business Analysis, Operations Control, KYC, Client Onboarding or Management Reporting
- Excellent people management skills, with strong communications and interpersonal skills
- Ability to build consensus. History of success working in a team environment
- Willingness to ask questions, challenge the process and seek out answers
49
CIB Business Analysis & Reporting Analyst Resume Examples & Samples
- Perform daily, weekly, monthly, quarterly, or ad hoc data gathering, consolidation, analysis and reporting utilizing various data sources and global applications. Ensure reports are prepared on a timely basis with the highest level of quality through the use of automated reporting tools and processes
- Identify, develop, and drive implementation of process improvement initiatives and automation projects in assigned workstreams
- Analyze trends, workflow, procedures and processes to make appropriate recommendations to management
- Actively identify best practices and ensure that these are shared with the rest of the team and documented as part of standard operating procedures
- Can spearhead and drive internal add-value initiatives and team-wide process efficiency improvements
- Candidate must hold a Bachelor’s degree in Computer Science or 3 years or more in a role handling metrics reporting (financial institution preferred)
- 1 to 2 years work experience in a supervisory or junior leadership role, with familiarity in scorecard/metrics, MIS reporting or similar quantitative work experience
- Flexible to be assigned to other shifts or work on holidays as needed / extended working hours on high volume days, if required
- Solid design, coding, testing and debugging skills
- Advanced technical skills of desktop tools (i.e., Microsoft Access/Excel/Power Point/ Project) and other applications (i.e., PeopleSoft, WEBI, DataMart, Business Objects)
- Advanced knowledge in Visual Basic (VBA) that would facilitate in automation of scorecard and reports. Able to troubleshoot and debug errors in the VBA environment
- SQL knowledge is a plus. Able to create and modify SQL reports (SQL Server 2008+ & Oracle Databases)
- Able to communicate effectively to an audience including all levels of LOB leadership. Writes appropriately and clear thought process
- Demonstrates initiative, is responsive, communicative, and inquisitive. Strong process-oriented problem solving and analytical skills with keen attention to detail
- Results oriented. Able to deliver timely, accurate, thorough, and high quality work
- Client focused with good relationship-building, time management and communication skills. Strong problem-solving, planning, and decision making skills
- Candidate should exhibit the ability to work effectively in a team environment and can cope with a fast paced environment with the ability to adapt to change
50
Cib F&bm Banking Operations Business Analysis & Reporting Analyst Resume Examples & Samples
- Primary duty is to support the team on the production and coordination of scheduled scorecards and management reports
- Analyze data for reporting and/or performance (trend) analysis
- Identify best practices and standardize custom reports/processes
- Ability to organize complex data scenarios (primarily via Excel), analyze financial statements, etc. in a fast-paced environment
- Assist with headcount/resource forecasting
- Assist with financial forecasts and analysis
51
Cib-business Analysis & Reporting Analyst Resume Examples & Samples
- Regularly communicate with the Ops and OSD teams (over the phone and electronically) discussing potential breaches on the investment mandates relating to assigned funds
- Create, maintain and test logical rules automatically applied to the financial instruments owned by J.P.Morgan's clients
- Degree in related technical area (such as Finance, Mathematics, Economics, Computer Sciences or Business) advantageous but not essential
- Qualification involving financial instruments beneficial
- The successful candidate would have at least two of the following key attributes, demonstrated by suitable experience
