Business Analysis & Reporting Resume Samples

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MS
M Schneider
Moshe
Schneider
4914 Goldner Bridge
San Francisco
CA
+1 (555) 396 9789
4914 Goldner Bridge
San Francisco
CA
Phone
p +1 (555) 396 9789
Experience Experience
Phoenix, AZ
Business Analysis & Reporting Manager
Phoenix, AZ
Ward Inc
Phoenix, AZ
Business Analysis & Reporting Manager
  • Create and manage a work request/change management process for analytic and reporting requests
  • Use data analysis to generate process improvement ideas and areas of focus for the management team
  • Create presentations to summarize analysis and recommendations. Present information and ideas to a cross line of business management team
  • Provide support for the development of Ad-Hoc reports and data extracts
  • Assist with the implementation of enhancements by preparing user documentation and monitoring post implementation issues
  • Contribute to the look and feel of the application by preparing mock-ups, screen designs and recommending graphical user features consistent with business processes
  • Assist in the ongoing efforts to increase transparency and efficiency within the wider Compliance Operations department
Los Angeles, CA
Manager, Business Analysis & Reporting
Los Angeles, CA
Raynor, Hermann and Beatty
Los Angeles, CA
Manager, Business Analysis & Reporting
  • Business advisory support to Transaction Banking and Treasury & Market Services businesses within the Investor & Treasury Services platform
  • Continuing maintenance and development of all financial processing and controls activities within the Transaction Banking (TB) and Investor &Treasury Services (I&TS) businesses
  • Responsible for daily, weekly and monthly management reporting including in-depth analysis of business results and review with local business management on key trends
  • Play lead role in forecasting and planning processes for TB and TMS Businesses
  • Provide in-depth financial support to business heads and business management on key business initiatives
  • Continuing development and maintenance of suite of analytical reports including key drivers for the TB and TMS business units
  • Ensure all existing processes are fully documented and review to identify opportunities for outsourcing and efficiency gains
present
Chicago, IL
Cib-business Analysis & Reporting Manager
Chicago, IL
VonRueden-Zboncak
present
Chicago, IL
Cib-business Analysis & Reporting Manager
present
  • Rendering accurate and timely accounting statements in compliance with customer expectations and departmental standards
  • Reviewing transactions on a daily basis to ensure conformity to established policies and procedures
  • Monitoring cash and asset variances between the core systems and the accounting system on a daily basis and resolving discrepancies
  • Monitoring income activity and ensuring that all overdue items are resolved
  • Communicating with service partners to ensure the timely resolution of all inquiries both internally and externally
  • Performing "buddy reviews" for other accountants prior to rendering final portfolio valuations
  • Assisting with systems testing for any new releases or enhancements and maintaining a system of filing and account profiles to facilitate continuity at all times
Education Education
Bachelor’s Degree in Computer Science
Bachelor’s Degree in Computer Science
The University of Alabama
Bachelor’s Degree in Computer Science
Skills Skills
  • Strong Excel, MS access, PowerPoint skills, with working knowledge of MS Projects, Share-point & VISIO
  • Ability to understand complex problems while presenting them in simple terms and identify viable solutions
  • Exceptional organizational skills, with proven ability to prioritize and efficiently complete assignments while maintaining high quality
  • Exceptional communication skills including oral, written and presentation; ability to communicate and present information tailored to different audiences
  • Good PPT skills for Senior Mgmt. reviews
  • Capable of deciphering, tracking & planning of project Financials, Financial plans, budgets etc
  • Ability to partner effectively with diverse groups across geographies & teams
  • Confident and organized with the personality to challenge status quo with strong reasoning & influencing skills
  • Self-starter with initiative, ability to take ownership and work independently as well as within a team
  • Some knowledge of Business Objects
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11 Business Analysis & Reporting resume templates

1

Business Analysis & Reporting Associate Resume Examples & Samples

  • To engage in a dynamic and entrepreneurial environment in the early stages of a new business
  • To develop strategic problem solving and communications skills by working closely with senior leaders across functions and lines of business
  • To gain knowledge and understanding of key legal and regulatory issues, financial services information and technology, and the “Big Data” industry
  • Project Management: Administration and support for critical aspects of the JPMIS commercialization process
  • Management Reporting: Develop and deliver reporting and communications, coordinating across multiple internal and external functions
  • Research and Analysis: Investigate and analyze key issues that impact JPMIS and the firm, including data use, privacy and third party relationships
  • Projects likely to include: Identification and Remediation of Unauthorized Data Use By Third Parties, Administration of JPMIS Data Use Working Group, Tracking and Reporting on Legal, Risk, Privacy and Intellectual Property reviews
  • Results orientation with a willingness to take initiative and execute independently
  • Judgment and professional maturity to handle sensitive information and work with senior management
  • Excellent project management skills and attention to detail, ability to prioritize responsibilities and issues
  • Excellent communication skills (both oral and written)
  • Outstanding ability to analyze problems, identify key dimensions of a problem and propose solutions
  • Demonstrated interest in technology and “Big Data” in the financial services industry
  • Advanced MS Excel, Word and PowerPoint skills
2

Business Analysis & Reporting Resume Examples & Samples

  • Assist in the ongoing efforts to increase transparency and efficiency within the PAD group and the wider Compliance Operations department
  • Gathers, inputs and manipulates data for the complex business and/or financial analysis and reporting purposes
  • Helps solve poroblems and may distribute reports to internal and external audiences
  • Bachelors Degree, preferably in business, finance, economics, MBA a plus
  • Ability to work in fast-paced environment and manage multiple, changing priorites
3

Business Analysis & Reporting Manager Resume Examples & Samples

  • Assist in all departmental activities including, but not limited to, employee certifications of outside activities and associated functions
  • Assist in the ongoing efforts to increase transparency and efficiency within the wider Compliance Operations department
  • Validates accuracy of data and assists with report preperation
  • Bachelors Degree, preferably in business, finance, economics
  • 10 years experience in financial services industry a plus but not a requirement. Compliance, AML, risk management, or regulatory affairs in financial services industry a plus
  • 5+ years experience managing front-line employees
  • Strong Microsoft Office skills, Word, Outlook, Excel and Powerpoint
  • Attention to detail and ability to multi-task are essential
4

Senior Manager, Business Analysis & Reporting Resume Examples & Samples

  • BA/BS degree in business, finance, economics, engineering, computer science or other quantitative discipline required. Master's degree preferred or 15 years’ of equivalent experience required
  • 10 years of cross-functional and cross-discipline experience within a complex organization
  • Experience with Business Intelligence projects and applications (e.g., reporting, ETL, database) required
  • Excellent communication and interpersonal relations skills required
  • Experience in managing teams required
  • Deep Business, Technology, Process, and Change Management skills
  • Ability to analyze and evaluate complex business, system & process opportunities
  • Ability to build relationships with a broad set of leaders
  • Ability to provide thought leadership and influence
  • Great interpersonal skills, especially communication skills
  • Keen interest in learning new areas and new ideas
  • Demonstrated willingness to take a stand on important issues
  • Demonstrated strong follow-through on work
  • Ability to operate effectively in a matrix organization
  • Comfortable with ambiguity
5

Business Analysis & Reporting Manager Resume Examples & Samples

  • Design and maintain a suite of consolidated management reports
  • Create and manage a work request/change management process for analytic and reporting requests
  • Conduct data analysis and translate into meaningful information that can be used for day to day decision making and longer term strategies
  • Review existing reporting to ensure the highest level of quality and accuracy
  • Use data analysis to generate process improvement ideas and areas of focus for the management team
  • Create presentations to summarize analysis and recommendations. Present information and ideas to a cross line of business management team
  • Partner with operational leadership to understand their analysis and reporting needs and continually assess effectiveness
  • Manage 1-3 people
  • 5+ years of experience with reporting or Business Intelligence tools
  • Prior experience working as an Information Reporting Analyst analyzing and creating reporting or developing trend analysis, supporting multiple complex projects/programs is required
  • Proficiency within the Microsoft Office suite – Ms Access, PowerPoint, Excel functions including pivot tables, charts, macros and Visual Basic
  • Strong analytic skills required
  • Excellent written and verbal communication skills are required
  • Candidate must be articulate, detail oriented, and able to work independently
  • Strong partnership and team building skills are required
6

Cib-business Analysis & Reporting Manager Resume Examples & Samples

  • Reviewing transactions on a daily basis to ensure conformity to established policies and procedures
  • Monitoring cash and asset variances between the core systems and the accounting system on a daily basis and resolving discrepancies
  • Performing "buddy reviews" for other accountants prior to rendering final portfolio valuations
  • Participating in various projects as assigned
  • Reviewing and controlling of the daily operation, ensuring adherence to procedures and controls and providing necessary data to senior management and clients
  • Supervising a team of 100+ fund accountants including senior fund accountants and support positions including assigning responsibilities and ensuring an efficient work environment
  • Reviewing NAVs and yields prior to release
  • Reviewing key areas of daily operations in order to ensure accuracy and compliance with procedures and controls
  • Reviewing accounting related issues included in new fund set up, monitoring key indicators of fund status (past due income, cash balances, corporate actions, etc.) and taking prompt action to correct problems as required
  • Representing Fund accounting with key stakeholders including fund management, the custodian, the transfer agent and all other related parties
  • Interviewing, hiring and coordinating the training of new employees
  • Strong technical skills including accounting principles and theories
  • Proven ability to drive and deliver efficiencies through re-engineering and process improvements ensuring optimal productivity
  • Proven ability to establish and review key metrics to measure workflow capacity, system efficiency and effectiveness of controls and serve as an escalation point
7

Cib Executive Director Business Analysis & Reporting Manager Mumbai Resume Examples & Samples

  • Leading the team and providing guidance to supervisors and staff on treatment of complex financial transactions to ensure proper identification in financial statements
  • Overseeing the production of the Fund's quarterly, semi-annual, and annual reports to partners that are filed with the regulators along with be-spoke client & regulatory reporting
  • Acting as the primary contact for client inquiries, requests and ad hoc projects on financial reporting issues
  • Actively participating in audits across with multiple departments and responding to internal and external inquiries
  • Assisting in developing and adjusting department procedures, systems enhancements and achieving department’s efficiency goals
  • Coaching and developing staff including formal objective setting, performance reviews and providing ongoing and regular feedback
  • Work with local and global Senior Management Teams across multiple geographies to drive various technology & operations projects
  • Preferably qualified Chartered Accountant / MBA finance having at least 10 years of experience in Financial Services industry / (financial reporting activities / Fund accounting/ Audit ) in a service delivery model
  • Exceptional leadership and staff development skills with prior team management experience
  • Excellent communication, influencing and negotiation skills with the ability to develop and maintain collaborative relationships both internally and with external stakeholders
  • Engage, track and see to fruition a “strengthen our base/up-skill our current workforce” training agenda
  • Minimum 10-15 years of Mutual/Pension/Hedge Fund and accounting experience
  • MBA/CA/ICWA preferred
  • Excellent communication, influencing and negotiation skills with the ability to develop and maintain collaborative relationships both internally and with external clients
  • Ability to anticipate issues and aggressively drive initiatives to achieve results
8

Business Analysis & Reporting Manager VP Resume Examples & Samples

  • Maintain a continuous focus on management reporting in conjunction with input from the Operations Executive
  • Manage track and report results against established metrics both individually by business and jointly for the combined businesses
  • Provide analysis, coordination and reporting (including business analytics) for ad hoc business related matters
  • Coordinate business strategy and cross business initiatives; represent GTAC Operations Executive in meetings and programs as assigned; engage with business partners to drive business goals and objectives
  • Assist in promoting and sustaining people focused culture
  • Assist in driving improvement in overall client experience
  • Ability to quickly understand complex subject matter
  • Ability to think strategically and help solve complex problems
  • Ability to translate complex requirements into simple guidance
  • Very strong leadership, interpersonal, and influencing skills
  • Proficient in Microsoft applications, specifically MS ACCESS, Excel and PowerPoint
  • Proficiency in databases/data marts
  • Proficiency developing data analytics
  • Ability to lead and influence a global /virtual team, driving partnership across multiple business areas
  • Experience in CIB technology or operations, and product knowledge (a plus)
  • Experience working with Federal Reserve Reporting work/clients (a plus)
  • Cash Management and Treasury Services a plus
9

Business Analysis & Reporting Manager Resume Examples & Samples

  • Work closely with the Investigative Groups to identify and develop complex business requirements and processes
  • Write business requirements and review functional requirements (story cards)
  • Research and evaluate alternative solutions and make recommendations
  • Make important trade-off recommendations between functionality, resources, and timing
  • Contribute to the look and feel of the application by preparing mock-ups, screen designs and recommending graphical user features consistent with business processes
  • Assist with the implementation of enhancements by preparing user documentation and monitoring post implementation issues
  • Support testing requirements and lead User Acceptance Testing teams during the test effort
  • Create test condition catalogs, use cases, and test plans
  • Review system test plans to ensure major functionality is tested
  • Act as the primary contact point for User Acceptance Test issues and production issues
  • Provide status reports to internal customers and management, when required
  • Provide support for the development of Ad-Hoc reports and data extracts
  • Develop a requirements traceability matrix
  • Work with business and with Oversight & Control teams to ensure that systems have the appropriate controls
  • Support the development of GS&MA’s administrative application in SharePoint
  • A minimum of 5 years experience as a Business Analyst
  • Experience with writing Business Requirement/Functional specifications
  • Strong interpersonal, presentation, and communications skills
  • Client facing skills, able to deal with technical and non-technical colleagues
  • Excellent problem solving/analytical abilities
  • Ability to elicit business requirements from a variety of sources
  • Ability to evaluate information critically to assess user needs
  • Ability to challenge plan assumptions
  • Ability to manage multiple analysis projects
  • Ability to interact professionally with senior managers and experts
  • Ability to function as interface between our clients and our development team partners
  • Ability to develop accurate and detailed business requirement specifications
  • Ability to function as liaison between business, technology, and support
  • Broad knowledge of fraud, risk, controls and associated products is a plus
  • Extremely organized and detail-oriented
  • Ability to take a business generated idea and assist the business in taking the idea from conception thru execution
  • Ability to think out of the box and generate potential business/technical solutions to business issues/problems and review them with our business and technical partners
  • Must have a conceptual and practical understanding of full system development lifecycle (SDLC) and project lifecycle. Understanding of the Agile Methodology is a plus
  • Experience handling fraud investigations and/or knowledge of the investigative process
  • Experience with fraud case management tools. Experience with the case management system used by GS&MA Global Investigations a plus
  • Knowledge of the fraud investigation process is a plus
  • Experience with regression testing and test tools
  • Experience with conducting UAT testing, including test plans, scripts, test case generation, and issue resolution
  • Requires strong computer skill, including the ability to analyze data and familiarity with various data structures (i.e. CSV, XML, etc)
  • Advance knowledge of data structures, data relationship, and schemas
  • Required knowledge of data extraction and reporting tools (i.e. Business Objects, SQL, MS ACCESS, etc.)
  • Requires advanced knowledge of MS Office software (EXCEL, ACCESS, InfoPath, SharePoint, PowerPoint, etc.)
  • Bachelor’s Degree in a Business or Technology field preferred
  • Certification in Business Analysis and/or Project Management a plus
10

Business Analysis & Reporting Manger Resume Examples & Samples

  • Focuses on the identification of emerging fraud trends through an analysis of historic and current fraud data, including modeling and profiling
  • Provides analysis around early detection of check fraud, internal fraud, internet fraud, and cross channel related frauds, while managing critical system models
  • Works with Risk, other bank partners, and other GS&I groups to maximize data intelligence. Gathers, tracks, and reviews all internal and external data leads related to fraud issues
  • Researches and takes action on new methods of committing internal and external fraud. Analyzes and identifies fraudulent patterns based on actionable data intelligence to mitigate losses
  • Advises GS&I Management of fraud trends and how business intelligence tools can be enhanced
  • Creates applications or technological tools to support the efforts of the team and GS&I as a whole to reduce investigation time or to enhance quality for both investigations and regulatory requirements
  • Minimum of 2+ years experience analyzing or investigating bank fraud
  • Extensive understanding of bank fraud detection systems and mitigation strategies
  • Extensive experience and understanding of organized criminal groups who operate in check fraud, internal fraud, and electronic crimes as they relate to bank fraud
  • Clear understanding of Data Mining, Analytics, Fraud Tools, and Threshold Modeling
  • Fluent in SAS, SQL and/or VB (SAS certification preferred)
  • Experience in the automation of aggregating and analyzing large amounts of data for fraud purposes
  • Knowledge and experience using cross department fusion tools a plus
  • Able to articulate sophisticated data patterns to non-technical line of business risk partners and memorialize investigations into regular reporting requirements
  • Able to interface with other bank investigators and industry peers in subjects related to fraud analytics, intelligence, and investigations
  • Strong knowledge of the data required to conduct fraud analysis, link analysis, and spatial analysis
  • Able to brief GS&I senior management on key issues in a timely fashion
11

Business Analysis & Reporting Manager Application Resume Examples & Samples

  • Focusing on the identification of emerging fraud trends through an analysis of historic and current fraud data, including modeling and profiling
  • Providing analysis around early detection of check fraud, internal fraud, internet fraud, and cross channel related frauds, while managing critical system models
  • Working with Risk, other bank partners, and other GSMA groups to maximize data intelligence. Gathers, tracks, and reviews all internal and external data leads related to fraud issues
  • Researching and takes action on new methods of committing internal and external fraud. Analyzes and identifies fraudulent patterns based on actionable data intelligence to mitigate losses
  • Advising Global Investigations Management of fraud trends and how business intelligence tools can be enhanced
  • Creating applications or technological tools to support the efforts of the team and GSMA as whole to reduce investigation time or to enhance quality for both investigations and regulatory requirements
  • Preferred experience working with Financial Institution Risk or Investigation department or federal law enforcement or national security investigations/intelligence background
  • Clear understanding of Data Mining, Analytics, and Fraud Tools
  • Thorough understanding of industry data trends/standards related to online and check fraud
  • Experience with Corporate Data Warehouses
  • Fluent in SAS (certification preferred), SQL, and Database Design
  • Fluency in JavaScript, Java, HTML, and Perl a plus
  • Ability to coordinate, work with and gain the trust of business stakeholders, technical resources, and third-party vendors
  • Knowledge of computers and the processing of data
  • Ability to identify control gaps and recommend remediation strategies on a regular basis
  • Good written and verbal communication skills are required
  • Ability to communicate effectively with representatives of the Lines of Business, technology specialists, and third party vendors
  • Able to brief GSMA senior management on key issues in a timely fashion
12

Cib-business Analysis & Reporting Manager Resume Examples & Samples

  • Ideal candidate must be self-motivated with a proven track record in Confluence Unity Platform. Candidate must be organized and analytical, adept at working in a team environment, with a proven ability to design and implement a project schedule within agreed timeframes while handling multiple priorities
  • B.S. degree in Computer Science, Software Engineering, MIS or equivalent preferred
  • Advanced experience with Confluence Unity Suite (Confluence Unity Workstation 9.4, Confluence Unity Perform 9.4, Confluence Unity Financial Report Manager 9.4) - configuration and custom development
  • Good knowledge and understanding of Fund Administration Business will be an advantage
  • Ability to understand the business requirements and converting them into solution designs
  • Knowledge in web-based systems architecture, service-based architecture, enterprise application architecture as well as experience managing expectations when balancing alternatives against business and financial constraints
  • Should have hands-on expertise in some of the following technologies: Workflows, OBM, Integration/EAI technologies (e.g. Pervasive, Informatica, Jitterbit, ESB), C++Java/J2EE, including SOAP, RESTful, .NET and related technologies (JSON, XML, etc), Common frameworks such as struts, spring, hibernate, etc. and Database technologies (Oracle, Myself, JDBC, SQL, PL/SQL, stored procedures)
  • Must demonstrate good judgment and pragmatic approach to delivering software that optimizes architecture activities across company needs, business constraints and technological realities
  • Should have participated in, and be familiar with, Agile (Scrum) project methodology and practices
  • Must maintain professional knowledge and relationships with the Fund Services ecosystem
  • 8-15 years of relevant experience
  • Proven Solutions consulting experience in large enterprises
13

Manager, Business Analysis & Reporting Resume Examples & Samples

  • Business advisory support to Transaction Banking and Treasury & Market Services businesses within the Investor & Treasury Services platform
  • Continuing maintenance and development of all financial processing and controls activities within the Transaction Banking (TB) and Investor &Treasury Services (I&TS) businesses
  • Responsible for daily, weekly and monthly management reporting including in-depth analysis of business results and review with local business management on key trends
  • Play lead role in forecasting and planning processes for TB and TMS Businesses
  • Provide in-depth financial support to business heads and business management on key business initiatives
  • Continuing development and maintenance of suite of analytical reports including key drivers for the TB and TMS business units
  • Ensure all existing processes are fully documented and review to identify opportunities for outsourcing and efficiency gains
  • Local management responsibility for TMS Business Analyst in Toronto, and continuous interaction with Capital Markets Product Control and Financial Control teams
  • Finance/accounting background (CFA, MBA) or equivalent work experience
  • Financial/management reporting experience in a large bank
  • Experience in a month end processing/control role
  • Some people management experience or a demonstrable readiness to step into a people manager role
  • Strong analytical skills with the ability to interpret and concisely summarize complex issues
  • Client service focus
  • Effective organization and planning skills – plans, organizes and schedules in an efficient, productive manner. Focuses on key priorities
  • Team player and able to work effectively with staff at all levels
  • Advanced Excel and PowerPoint skills
14

Business Analysis & Reporting Manager Resume Examples & Samples

  • FTE resource tracking (recruitment, reqs, clarity assignment, mobility etc
  • India Consultant tracking (liaise with the vendor mgmt. leads on all GWM vendor related activities)
  • Provide oversight to BU admin functions in Bangalore
  • Manage day-to-day operations on infrastructure management. This will involve timely and accurate reporting, analysis & planning for infrastructure requirements for GWM teams and provide inputs to the BM team and GWM leadership
  • Good Interpersonal, communication, articulation skills & Stakeholder mgmt. experience
  • Ability to drive consensus and influence outcomes
  • Strong Excel, MS access, PowerPoint skills, with working knowledge of MS Projects, Share-point & VISIO
  • Awareness of latest trends in business technologies & its uses is a plus!
  • Good PPT skills for Senior Mgmt. reviews
  • Capable of deciphering, tracking & planning of project Financials, Financial plans, budgets etc
  • Ability to partner effectively with diverse groups across geographies & teams
  • Confident and organized with the personality to challenge status quo with strong reasoning & influencing skills
  • Self-starter with initiative, ability to take ownership and work independently as well as within a team
  • Must demonstrate resourcefulness in finding solutions to problems
15

Commercial Banking Client Experience Business Analysis & Reporting Senior Associate Resume Examples & Samples

  • Implement and manage a cross-functional client experience scorecard delivered to CB executives
  • Develop a deep understanding of CB systems and processes in order to extract insights from existing data while identifying and recommending enhancements to improve data quality
  • Provide a high level of responsiveness to executive ad-hoc requests and “what-if” scenario modeling, as needed
  • Develop and manage a centralized repository and roadmap for CB-wide projects to holistically view and measure impact of change on clients and / or client-facing staff
  • Build tracking mechanism and actively score CB projects as part of a rigorous, repeatable change impact review process; identify high-impact events, conduct client experience impact analysis, and develop reporting for senior-level forums
  • Proactively identify opportunities for improvement around client experience metrics, and be the team’s data and analytics leader for projects that have a client experience impact, as required
  • 5-7+ years of total experience within MIS/Analytics roles; must have expert knowledge of data & business intelligence concepts (e.g., SQL, Data Modeling) with ability to communicate programs and challenges to non-technical stakeholders
  • Proven experience delivering timely, high-quality, senior manager-level reporting and analyses from diverse, complex data sources. Attention to detail a must with a focus on executive level presentation quality
  • Expert-level ability expected in SQL query 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
16

Business Analysis & Reporting Manager Resume Examples & Samples

  • This position will be supporting cross LOB initiatives and interface with multiple support groups within the MIS and Reporting team, while overseeing the technical and development analysts
  • Coordinate functional requirements with business management staff and technical solutions with systems programming and analyst staff to determine the most cost-effective solutions. Participate in project activities including prioritizing, developing schedules, determining resources, preparing plans, process and procedure documentation and effectively resolving issues as they arise
  • Communicate status to management and stakeholders as necessary through summary reports, review decks, project plans, agendas, minutes, issue / risk tracking, etc
  • Demonstrated advanced analytical, problem solving, and documentation skills
  • Excellent interpersonal skills necessary to work effectively with a variety of individuals, departments and organizations
  • Ability to manage shifting priorities
  • Excellent organizational skills with attention to detail
  • BS degree required. Emphasis in MIS, Risk Management, Finance, Computer Science, Mathematics or Statistics is preferred
  • Knowledge of SQL, TOAD, or other equivalent technologies preferred
  • Previous mortgage default and servicing knowledge a plus
  • Knowledge of advanced Excel and Access tools is a plus
17

Executive Director Business Analysis & Reporting Manager Wholesale Loan Operations Resume Examples & Samples

  • Manage a 10-20 FTE global MIS organization. Continually refine team operating model and partner with DNA leaders in goal-setting, recruiting, retention, and people development agenda at a senior manager/manager-of-managers level
  • Partner with the Head Operations Executive of WLO in setting a strategic plan and optimizing performance of business management reporting programs. Key responsibilities include defining and publishing monthly business reviews, volume capacity modeling & forecasting, unit cost allocations, productivity, quality control, client experience, employee scorecards, etc
  • Lead an innovation agenda, continually seeking to leverage the best available tools & techniques to improve the value and efficiency of business management reporting
  • Thoroughly define and document core metrics definitions and align on authoritative sources; ownership & accountability for data quality and controls
  • Manage a high-volume and high-complexity reporting & analytics book of work, leveraging rigorous project management discipline
  • 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; develop strong partnerships with IT application owner and data management teams to align on a roadmap for continual improvement
  • 15+ years of total experience within MIS, Analytics, Business Management, and/or Finance roles; demonstrated ability to define operating model and build high performing teams in support of operational process monitoring & optimization. Experience supporting loan origination / servicing operations businesses preferred
  • Demonstrated success in recruiting, retention, people development, and performance management at a manager-of-managers level
  • Ability to serve as a strategic business consultant, working with executives to guide improved business performance through data versus only providing reports
  • Competent in the use of data technology to solve complex business problems, with hands-on expertise in use of multiple Business Intelligence toolsets and database platforms; examples include SQL Server Reporting Services (SSRS), Tableau , Analysis Services (SSAS), Qlikview, Business Objects, SAS, Crystal, R, SQL/Oracle/Teradata, etc
  • Experience in enterprise-level program management, with history of leveraging robust project management discipline to deliver complex initiatives
  • Excellent communication and global client partnership ability
  • BA / BS; advanced study / quantitative focus a plus
18

Business Analysis & Reporting Manager Resume Examples & Samples

  • Exceptional communication skills including oral, written and presentation; ability to communicate and present information tailored to different audiences
  • Extensive experience in developing presentations for senior management consumption
  • Exceptional organizational skills, with proven ability to prioritize and efficiently complete assignments while maintaining high quality
  • Ability to partner with various functions and partners (internal and external to FCOI) to influence positive outcome and achieve results
  • Ability to evaluate business needs, requirements and translate into recommended solutions; evaluate existing solutions and how they can be leveraged or enhanced to support new requirements as an alternative to implementing a new solution
  • Ability to understand complex problems while presenting them in simple terms and identify viable solutions
  • Ability to monitor and report to management on the status of departmental projects: Anticipate and identify issues that could inhibit achieving the project goals and objectives, and implement corrective actions and mitigation strategies
  • Required: Bachelor's Degree in a related field i.e., Business Management, Finance, Computer Science or equivalent work experience in the financial industry
  • 10+ years of experience in Financial Services or similar industry
  • 3+ years relevant work experience in client facing roles
  • Required advanced Microsoft Power Point
  • Some knowledge of Business Objects
19

Business Analysis & Reporting Manager Resume Examples & Samples

  • MS Office skills
  • Problem/issue resolution
  • Ability to think globally
  • Statistical tools, packages and/or modeling techniques
  • Business applications and workflows
  • Multi-function disciplines
20

CIB F&BM Business Analysis & Reporting Manager Resume Examples & Samples

  • 10+ years of relevant industry experience in a program management office and delivery management function
  • Ideal experience/background in technology and/or operations – i.e. operating procedures, operating model design, strategy
  • Experience on global projects or process/control improvements
  • Extremely proficient in Microsoft Office and experienced at managing a cross line of business plan, including cross dependencies
  • Proficiency in Reporting/BI Tools like Qlikview would be an added advantage
  • Proven ability to make concise and effective presentations
  • Established track record of project delivery in a complex environment
  • Strong analytical, structured approach to problem solving
  • Strong people and organizational management skills
  • Excellent written and oral communication skills - as well as strong influencing and relationship management skills
  • Must be a confident team player -- possessing a strength of personality and intellect to gain the respect of demanding business heads and senior finance management team
  • Must have a collaborative and participative style. Professionalism, sensitivity, discretion and sound decision-making
  • Skills allied with the ability to interact with senior executives are essential
21

Commercial Card-business Analysis & Reporting Resume Examples & Samples

  • Work across functional areas to create executive business review content and materials
  • Ensure accuracy and consistency of data and that reporting delivers the intended key messages
  • Develop reporting production schedules that balance getting the most recent data with the lead time required to publish final materials
  • Gathers and prepares data for business analysis, reporting, trend analysis or forecasting decisions
  • Strong verbal and written communication: experience in creating and delivering complicated management presentations with a cohesive storyline
  • Experience and ability to work with and influence senior executives
  • Demonstrated experience in managing multiple deliverables in parallel
  • Advanced PowerPoint and Excel skills, and experience creating executive presentations
  • College degree, preferably in finance, economics or business administration
  • 2+ years work experience at a financial institution or management consulting firm
22

Associate Business Analysis & Reporting Specialist Resume Examples & Samples

  • Providing direction, advice, analytics and reporting across the teams to ensure key headcount, financial, delivery targets and analytics are well-understood and managed
  • Governance and Communication – helping to drive town halls, off-sites, and weekly management meetings. Supporting creation of Executive-level presentations on strategy, budget, project delivery, controls, risks, etc
  • Vendor Strategy - participating in Vendor selection and management; working with Sourcing team to lead contract initiation, bidding, RFP reviews, selection criteria and vendor selection. Coordinating the review and approval of vendor statement of works
  • Staffing - run capacity and competency models assess resource and alignment gaps and provide organization design support. Participate in recruiting priorities, design recruiting strategy, work extensively with HR/Recruitment team to implement and implement best practices throughout the organization
  • Bachelor’s degree required and minimum 8-10 years experience in Operations /Business Management
  • Demonstrated successful performance in Business Operations management role within Financial Services Industry
  • Strong understanding of Compliance/Risk within Financial Services
  • Strong verbal and written communication – must be able to deliver key messages succinctly to drive to consensus across a global organization
  • Collaborative style to work with team members across functions and global/regions prioritizing issues, risks and analysis
23

MB Business Analysis & Reporting Specialist Resume Examples & Samples

  • Execute the requirements set forth in this Policy and the Third Party Oversight (TPO) Standards for each Supplier Engagement in which they have been designated as the Delivery Manager
  • Engage required Stakeholders as appropriate and incorporate their requirements throughout the process of Onboarding, steady state and disengagement of Supplier relationships
  • Accountable, in consultation with Category Sourcing, for the establishment of Service Level Agreements (SLAs) in Contracts, as appropriate, to facilitate performance monitoring
  • Manage and monitor Supplier risks, controls, performance and compliance with Contract terms, including monitoring approaching Contract expiration dates, associated with the Engagement
  • Escalate Supplier risks and issues to the Executive Sponsor and TPMO
  • Identify whether the Supplier will be using any Subcontractors in the provision of Goods and/or Services as part of the Engagement
  • Escalate instances of a Supplier’s non-compliance with agreed upon Contract terms to Category Sourcing, Legal, TPMO, Finance, LOB management and other Stakeholders, as appropriate, to determine course of action (e.g., escalation, holding invoice payments, legal action)
  • Serves the role of Category Sourcing for those Engagements in which Category Sourcing is not required to be engaged or in which Category Sourcing has delegated its authority to the LOB to support
  • Timely and appropriately escalates to Legal indications of a potential litigation
  • Bachelor’s degree in Business Administration preferred
  • Minimum of 3 years vendor management experience
  • Relationship Management with a successful track record
  • Thorough knowledge of Mortgage Banking/ Loan, Default Servicing and Third party investor guidelines strongly preferred
  • Ability to effectively resolve problems using strong logic and problem resolution skills through critical thinking
  • Knowledge of mortgage banking/Third Part Oversight (TPO) systems (SPARC, DM Central, MSP, LPSD, Phoenix, and Compass) is a plus; some knowledge of any systems is good
  • Experience working in team environment
  • Proficient with Microsoft Office suite; Excel (Pivot Tables)
  • Strong multi-tasking, organizational and time management skills required
24

Business Analysis & Reporting Resume Examples & Samples

  • Court Orders and Levies
  • Demonstrated ability to create and maintain advanced reporting (metrics and scorecards) and analytics experience
  • Intermediate to advanced MS Office skills (e.g., Excel and Access)
  • Prefer Centralized Transaction Operations (CTO) knowledge and/or business application (e.g., EDW, SAP, etc.) knowledge
  • Intermediate SharePoint skills
  • Experience in production, process improvement, and/or project management
  • Excellent verbal and written communication skills - ability to summarize findings into concise high level points geared towards the audience
  • Demonstrated ability to positively interface with other departments, colleagues, senior management and external customers is required
  • Experience leading projects and/or initiatives
  • Ability to deal with ambiguity and multi-task
  • Strong issue resolution skills
25

Associate Business Analysis & Reporting Resume Examples & Samples

  • 8+ years financial services industry experience, preferably in the Controls, Compliance, Audit or Risk environment
  • Experience in the effective presentation / visualization of data and analytics
  • Able to deliver projects consistently, problem solve and think strategically under pressure
  • People management will be an added advantage
26

Analyst Business Analysis & Reporting Resume Examples & Samples

  • Aggregate data across lines of business/corporate functions/regions for reporting critical information
  • Execute various data integrity checks on source data used in monthly and quarterly reports
  • Engage in various data analytic functions across the firm from multiple sources and formats
  • Proactively communicate reporting modifications and process changes to contributors based on senior management requests and personal observations
  • Ensure key trends, issues and watch items are brought forward from the metrics into management summaries clearly
  • Assist in real-time risk detection and communicate escalation items to executive management to improve transparency and enhance risk monitoring
  • Support the NY-based Operational Risk Reporting and Data Analytics team on monthly deliverables and ad hoc projects driven by Operational Risk Officers
  • Work closely with the Data Gathering team and Controls Room lab to automate data feeds and standardize reporting
  • Assist in the development and maintenance of reporting procedures and controls in accordance with regulations
  • Bachelor's degree in Business Administration, Finance, Accounting or related discipline
  • 2+ years financial services industry experience, preferably in the Controls, Compliance, Audit or Risk environment
  • Experience with Excel and Powerpoint a requirement with additional experience in Cognos and/or Qlikview reporting tools (creating and running reports) a plus
  • Excellent written and oral communication skills with the ability to present information in differing degrees of detail and form depending on the audience
  • Possess a working knowledge of banking operations, financial services A high-level of attention to detail and quality assurance
  • Proven ability to be able to multi-task, as well as assess and change priorities
27

Cib-business Analysis & Reporting Manager Resume Examples & Samples

  • Leading the team and providing guidance to supervisors and staff on treatment of complex financial transactions in a post NAV scenario to ensure proper identification in financial statements and responsible for delivering it accurately on time . Financial reporting will consist of Portfolio of Investments and Financial statements for Mutual / hedge funds under various GAAP (US GAAP/ IFRS/ UK SORP)
  • Expected to be completely Hands on while overseeing the production of the Fund's quarterly, semi-annual, and annual reports to partners that are filed with the regulators along with be-spoke client & regulatory reporting
  • Acting as the primary contact for inquiries from partner sites / clients requests and ad hoc projects on financial reporting issues
  • While running Risk and control agenda, to actively participate in audits across with multiple departments and responding to internal and external inquiries
  • Assisting in developing and adjusting department procedures, systems enhancements and achieving department’s efficiency goals apart from maintain and tracking SLA’s/KPI and provide updates in Governance calls
  • Coaching, developing and mentoring staff including formal objective setting, performance reviews and providing ongoing and regular feedback
  • To establish rapport and work with local and global Senior Management Teams across multiple geographies to drive various technology & operations projects
  • To be part of and drive all the People related initiatives to be able to eventually manage process and client level management
  • Strong technical understanding of the investment industry including a overview of various regulatory requirements and accounting standards
  • Strong organizational skills ideally with project and program management experience and a demonstrated track record of project delivery
  • Advanced analytical skills with the ability to anticipate issues and aggressively drive initiatives to achieve results
  • Ability to initiate and drive change ( previous track record of managing change)
  • Meticulous planning ability so as to manage the client delivery expectations
28

Business Analysis & Reporting Resume Examples & Samples

  • Providing analysis and creation of management materials supporting the payment processing teams and applications within Banking Operations. This includes but is not limited to Wires, ACH, Receivables and Global Trade for global platforms
  • Knowledge of how to use data analytics tools including but not limited to R, Tableau, Qlikview, and Microsoft Excel
  • Capabilities to develop macro scripts or write basic code which will interface with Hadoop, Cassandre, SQL and Oracle Data Stores is not required but recommended
  • Knowledge of Java, HTML, VBA are requested
  • Performing daily, weekly, monthly reporting for the businesses data solutions support is required
  • Supporting and developing reports for ad hoc business related matters including situational and data analysis and coordination between partner business units and business partners
  • Maintaining a continuous focus on management reporting in conjunction with input from the Operations Managers
  • Managing, tracking and reporting results against established metrics both individually by business and jointly for the combined businesses
  • 3+ years of relevant experience including advanced analytical skills
  • Ability to work in a complex, quick paced work environment with 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.Experience with Data Science and technical capabilities as it relates to data management and performing analytics is required
  • Experience with data visualization is required. This will result in supporting the development of executive level presentations
  • Capabilities to develop analytical tools and small applications is required in order to build metric based solutions
  • Skills in use of Tableau, Qlikview, Access, R, Excel or other related analytical and visualization tools is required
  • Proven communications (verbal and written) capabilities in order to effectively share results in executive updates
  • Ability to develop, coordinate and occasionally lead initiatives in a combined operations environment and to build rapport and garner respect in a collaborative cross-cultural environment
  • Bachelor’s degree or higher required
29

Senior Manager of Business Analysis & Reporting Resume Examples & Samples

  • Masters Business Administration (MBA) preferred
  • Typically 10+ years related experience preferably in budgeting and planning, financial reporting and analysis
  • Ability to execute and work under tight time deadlines
  • Proven effectiveness at building teams
  • Works well with ambiguity and complexity
  • Champions continuous improvement efforts