Financial Reporting Resume Samples

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D McClure

Dorian

McClure

8413 Kohler Spring

Chicago

+1 (555) 614 0273

8413 Kohler Spring

Chicago

Phone

p +1 (555) 614 0273

Experience Experience

Philadelphia, PA

Financial Reporting

Philadelphia, PA

Stamm, Prosacco and Hagenes

Philadelphia, PA

Financial Reporting

Responsible for the management and supervision of 4 offshore employees involved in month end technical reporting activities
Support General Ledger User Acceptance Testing "UAT" of quarterly and off-cycle general ledger technical releases including providing feedback to system developers and end users
Partnering with Finance IT team to ensure all change specifications have been implemented and tested under a formal user acceptance test scenario
Provide detailed conclusions to the Regional Controller as to the results of UAT for formal "go/no go" decision
Delivery of high quality financial information for all group licensed entities
Preparation and posting of the consolidation adjustments ensuring that they are regularly reviewed and adequate back-up is maintained on file
Contribute to the design and effectiveness of the team's operational controls

Detroit, MI

Manager of Financial Reporting

Detroit, MI

Dickens, Renner and Ratke

Detroit, MI

Manager of Financial Reporting

Being involved with budgeting and forecasting as well as variance analysis
Accounting for corporate/company benefits and derivative transactions as it effects the financial statements inclusive of interest rate swaps and hedges
Monitoring company financial statements and reports, with an eye for future cost optimization
Accounting for share-based compensation plans
Researching new SEC reporting standards
Implementing and conducting SOX compliance
Proficient in MS Word, Excel and Outlook

present

New York, NY

Director of Financial Reporting

New York, NY

Marks, Zieme and Moore

present

New York, NY

Director of Financial Reporting

present

Create SOPs in conjunction with the Senior Manager of Revenue Accounting, other members of the Accounting team and business unit managers
May perform all duties inherent in a managerial role. Provides guidance, planning, and direction for functional units they support
Assists in recruiting, training and evaluating staff; assists in developing and implementing continued training for professional accounting associates
Develops and manages SEC filings related to eXtensible Business Reporting Language (XBRL) reporting standard
Oversee and manage the continued development of Financial Forecasting, Operating Plan and Modeling tools
Ensure stakeholders, including management, auditors, and the Audit Committee are provided information for timely review and comment
Assists senior management in evaluating strategic business decisions

Education Education

Bachelor’s Degree in Accounting

East Carolina University

Bachelor’s Degree in Accounting

Skills Skills

Good knowledge of financial markets and experience in financial reporting
Takes ownership for outcomes and is personally accountable for results (Accountability & Ownership)
Highly skilled in analytics, comfortable conducting data analysis from source systems
Good knowledge of MS Excel and MS Access
Advanced knowledge in MS Office products (Access/Excel) ; Excel skills are key – vlookups, pivot tables
Strong analytical skills (i.e., being able to identify and research issues)
Extremely organized (e.g., able to manage simultaneous deliverables)
Ability to work in virtual teams and in a matrix organization
Drafting the results of operations disclosure for the firm’s 10-Qs/10-Ks, which includes similar responsibilities as the earnings release process, as well as working with Global Investment Research to prepare market environment disclosures
5-8 years’ audit experience in investment management or financial services audit or, alternatively, experience within a financial reporting environment as a fund administrator, with US and International accounting standards (German GAAP, US GAAP, Irish GAAP)

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15 Financial Reporting resume templates

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Director, Mutual Fund Financial Reporting Resume Examples & Samples

Bachelors degree in accounting or finance
CPA and/or 5 years of relevant public accounting experience preferred
10-15 years in mutual fund accounting or administration, or equivalent experience
Minimum of 8 years of supervisory experience; demonstrated experience in leading teams of professionals, staff development, coaching and performance assessments
Functional knowledge of the 1940 Act and Investment Advisers Act
Strong management, development and leadership skills BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration, including minorities, women, protected veterans and individuals with disabilities

CIB F&BM Regulatory Financial Reporting Controller Analyst Resume Examples & Samples

Ownership of the quarterly FSA Financial reporting for all UK regulated entities, such as FSA001, FSA002, FSA015, FSA017
Ownership of the monthly UK GAAP conversion of the firm’s books and records, including the presentation and distribution to all applicable stakeholders
As part of continuous improvement, look to centralize and standardize under “FSA financial reporting”, all FSA balance sheet and profit & loss reporting matters that may currently be placed outside the team
As part of CoRep implementation, assist in the implementation of Leverage Ratio, and own the reporting process
Through various project and IT releases, ensure all FSA Financial reporting changes are tracked, documented, and BAU are trained and prepared for change
Maintain a strong relationship with Legal Entity controllers to ensure reporting is consistent via various controls and reconciliations, and find efficiencies between manual processes and workarounds
Supervise one other member of the “FSA Financial Reporting” team
ACA or ACCA / CIMA Part Qualified or Qualified Accountant
Very good accounting and finance knowledge
Working knowledge of FSA reporting from another top tier investment bank
Good working knowledge with reporting tool Axiom
Proficiency in Microsoft Office – MS Excel , MS Access, Outlook, Word and PowerPoint

Quality Assurance Regulatory & Financial Reporting Resume Examples & Samples

3 to 4 years experience in Auditing, Accounting, Internal Control and/or a regulatory reporting environment
BS in Accounting or Finance
Working knowledge of f Microsoft Office applications; and
Ability to work in an evolving environment, manage multiple projects and support a growing business

Finance, Controllers, Financial Reporting Resume Examples & Samples

Preparation of the firmwide stress testing results, including supplemental analyses on revenue, expense, and headcount projections, for senior executives
Preparation of the firmwide CCAR filings with the Federal Reserve, as well as related quarterly regulatory filings
Coordination and heavy interaction with Corporate Treasury, divisional CFO teams, groups in Risk functions and Controllers
Degree in Accounting / Finance is required
2 years of work experience
Excellent interpersonal, communication, multitasking abilities
Extremely organized (e.g., able to manage simultaneous deliverables)
Strong analytical skills (e.g., able to identify and research issues)

Wealth Investment Management Finance Financial Reporting Resume Examples & Samples

Working as part of the Finance – CFO team supporting the Wealth Management Alternative Investments business
Bachelors degree in Accounting and/or Finance
Experience with monthly financial/books & records closings
Controls & Risk Mitigation experience

Cost Allocations Financial Reporting Resume Examples & Samples

Update or provide high level analysis on allocations
Facilitate the changes of Applications allocation methodologies
Review of allocations manage Global Recovery
Prepare/review monthly allocation flash reports during the close
Coordinate with Support Services line controllers on monthly expense analysis
Review of Support Services suite of pre calculation reports to ensure controls are in place to fully allocate costs to the firm
Communicate and Coordinate globally status of allocations for respective Support Services Areas
Partner with Corporate Technology, Business COO(s) and Finance Leads, to model new allocation methodologies
Manage model calculations and scenarios
Document current allocation processes
Oversee current processes as well implement and creating change in future systems and applications
Manage CTB, (Change the Bank), Portfolio of activities and projects for the Global Finance and Technology division
Manage multiple forecast and forecast processes
Prepare budget/forecast daily updates to manage overall allocation process
Projects Liaise with PMO(s) to meeting specific project deliverables
Deliver on pipeline of adhoc. reporting and allocation analysis requests
Required to be on project teams, perform UAT on all new processes
Above average written and oral presentation skills
Strong PC skills (Excel, PowerPoint)
Strong Planning, Organization and Problem Solving Skills
Team Oriented
Access Database Skills
3 - 5 years of experience in financial services industry
Strong Excel skills, Cognos, and OLAP cube based technology
PMO Skills

Financial Reporting Controller Resume Examples & Samples

Prepare weekly product level detail revenue reports with qualitative information by business unit for senior management
Produce quarterly estimated financial statements and metrics; coordinate data collection and in conjunction with the business unit controllers prepare qualitative analysis
Prepare quarterly earnings call supporting analysis for use by Investor Relations
Produce various board of directors presentations on the Firm’s quarterly financials presented by the chief financial officer
Review and sign-off on the Firm’s financial data for 10-Q, 10-K and 8-K filings
Coordinate the full year forecasting and budgeting processes by business units for use by the financial planning and analysis group in the Firm’s regulatory disclosures
Manage relationships throughout the firm to ensure timely and proper delivery of information
Assist in various firm-wide strategic projects
Minimum of 3-5 years experience in similar role
Previous financial services experience
Strong background in financial reporting
Strong interpersonal, communication and organizational skills
Excellent organizational skills and detail oriented
Ability to meet tight deadlines while ensuring data integrity and adequately working in a fast paced environment/team
Candidate should be self-motivated and an analytical individual who can identify issues and put forth the necessary initiative to drive the communication in pursuing solutions in an effective/efficient way
Working knowledge of Oracle Hyperion Financial Management systems

Supervisor, Financial Reporting Resume Examples & Samples

1) Financial Reporting
Review reporting packages for fund managers, marketing, institutional clients accurately and completely within deadlines
Review monthly reporting packages for fund analytical agencies accurately and completely within deadlines
Work with clients to complete all regulatory reporting requirements, IFRS changes, including semi-annual and annual reports within deadlines
Responsible for supervising, training, and providing guidance to a number of Financial Reporting Analysts who prepare a variety of reports for a number of mutual funds
Liaison with external auditors on financial statement audits
Ensure securities are properly classified for financial reporting purposes
Liaison with clients to resolve reporting issues and to ensure their reporting needs are met
Review allocation of expenses based on the allocation methodology for varying types of expenses, as well as fund's MER and the absorption/waiver amounts. Review the Compliance files and Overnight calculations for applicable clients and ensure accuracy and deadlines are met
2) Compliance
Monitor and report NI 81-102 compliance (e.g. aggregate holdings, overdraft positions, investment concentration, illiquid securities, cash cover) for investment funds
Other compliance reporting as required
3) Other Reporting
Provide financial information to fund clients for regulatory filing purposes
Handle special reporting requests from fund clients
Review the investment holding reconciliation and class action filing for fund clients Handle ad hoc requests for financial information from fund analytical agencies
Supervise, develop and coach staff
Manage special projects as necessary
Review and focus on process improvement
Ability to work under pressure to meet deadlines
Accountability for completing work assignments with a high degree of accuracy and timeliness
Planning and organizing, Communication, teamwork, and interpersonal skills
Be abreast with Knowledge of accounting concepts and various types of securities instruments and industry knowledge
University degree in Finance, Accounting, Economics or equivalent
Professional accounting designation, or in pursuit of an accounting designation CA, CGA
Three to five years of accounting and reporting experience in the mutual funds/financial services industry
Experience in drafting financial statements including note disclosures for public companies and/or mutual funds
Strong analytical skills with ability to work independently
Detail-oriented, well organized and able to meet tight deadlines
Strong interpersonal skills - Strong knowledge in Microsoft Word and Microsoft Excel (macros and advanced formulas an asset)
Knowledge of Confluence, MPower & InvestOne would be an asset

Branch Financial Reporting Head Resume Examples & Samples

Responsible for the management and supervision of 3 employees (plus 4 offshore) including related annual compensation and review processes
Responsible for coordinating the monthly closing process with Product Controllers, Operations, Treasury and Tax Department
Interacting with senior management during the closing process and provide required assistance and respond to ad hoc queries
Interacting with both internal and external auditors
Oversight of new business initiatives and complex trade approvals from an accounting perspective
Responsible for reviewing and approving accounting and reporting guidance related to the implementation of new accounting policies
10-15+ years of experience in financial reporting preferably with a combination of Big 4 accounting firm and banking industry
Strong knowledge of capital markets and banking products
Strong knowledge of reviewing and closing Financial Statements under IFRS, U.S. GAAP, Swiss GAAP and CAP AD GAAP accounting standards
Ability to manage teams remotely
BA/BS Accounting and CPA or related finance field (MBA a plus)
Strong US regulatory reporting experience
Strong communication and organizational skills and ability to interact with UBS senior management, manage regulatory audits/relationships etc

Financial Reporting Resume Examples & Samples

Responsible for the management and supervision of 4 offshore employees involved in month end technical reporting activities
Updating the Financial Reporting department's financial statements analytical database as required
Support General Ledger User Acceptance Testing "UAT" of quarterly and off-cycle general ledger technical releases including providing feedback to system developers and end users
Partnering with Finance IT team to ensure all change specifications have been implemented and tested under a formal user acceptance test scenario
Provide detailed conclusions to the Regional Controller as to the results of UAT for formal "go/no go" decision
5+ years of experience in financial services preferably with a combination of Big 4 accounting firm and investment banking service
Experience in accounting and financial reporting systems
Ability to manage and lead a team of professionals, including remotely
Strong documentation and organizational skills – ability to document work in a clear and proficient manner and capable of multitasking on numerous responsibilities, while remaining organized
The ideal candidate should be motivated, detail oriented, a team worker, and have the ability to work in a fast paced environment

Sec Processing Rep-financial Reporting Resume Examples & Samples

University degree (B.A., B.Sc., and M.B.A.) in Business majoring in Finance, Accounting or another financial-related program
Highly proficient with Microsoft Office products (Excel and Word)
Experience with preparation of GAAP/IFRS financial statements as related to hedge funds

VP, Mutual Fund Financial Reporting Resume Examples & Samples

CPA and/or 2+ years of relevant public accounting experience preferred
7-10 years in mutual fund accounting or administration, or equivalent experience
Minimum of 3 years of supervisory experience; demonstrated experience in leading teams of professionals, staff development, coaching and performance assessments
Strong technical knowledge of mutual fund GAAP/financial reporting, mutual fund accounting and custody operations
Functional knowledge of Subchapter M
Strong organizational skills; ability to manage several ongoing and ad hoc projects simultaneously
Investment accounting experience in international funds, complex derivatives, complex fixed income, money market, closed-end funds

Manager, International Financial Reporting Resume Examples & Samples

A key member of the A&F finance team responsible for understanding Middle East operations
Financial close responsibilities, including maintaining the completeness and accuracy of Middle East financial statements, review of significant management estimates, review of account reconciliations, variance analyses, etc
Primary liaison between A&F and our joint venture partners in the Middle East
Budgeting responsibilities, including monthly projections and semi-annual budget updates
Preparation of materials for semi-annual Board meetings
Interaction with our external auditors, including responsibility for applicable statutory audits
Oversees the Analyst, Accounting Operations – Middle East
BBA in Accounting or other business/analytical major
Combined 6-8 years of public accounting and industry experience preferred
Working knowledge of the accounting close process, including consolidations and intercompany eliminations
English and Arabic speaker a plus
Ability to work collaboratively with cross-functional business partners in a non-hierarchical business environment, including partners in other countries

Technical Coordinator, Financial Reporting Resume Examples & Samples

Ensures that new procedures are effectively communicated and system training is administered where needed
Manages volumes of tasks to meet client deadlines
Escalates relevant and critical issues to management and all pertinent partners in a timely and efficient manner
Able to serve as a key subject matter expert and mentor to other more junior level employees

Manager of Financial Reporting Resume Examples & Samples

� Preparation of annual financial statements and footnotes for the firm and its various investment vehicles
� Preparation of monthly internal and external financial reports for the firm’s various investment vehicles
� Review financial statements and ensure the integrity and timeliness of all financial information being reported
� Preparation of regulatory reports for our registered investment advisor and investment vehicles (Form PF, CIMA Fund Annual Returns, Dodd Frank Protocols, CFTC and assist fund accounting with financial statement review/preparation)
� Accounting research (consolidation of investment vehicles, fair value considerations, new accounting guidance)
� Documentation of new accounting controls and procedures and review and update existing controls and procedures
� Assistance with debt compliance
� Assist in the process of monthly partner allocations, capital draws and distributions

Assistant VP UK RBB Financial Reporting Finrep Resume Examples & Samples

Balance Sheet Review Packs (7 days per month projects/deep-dives)
Developing an appropriate delivery plan each month, including scheduling meetings for necessary review points
Extracting data from General Ledger and distributing to Financial Controllers of Strategic Business Units (“SBU’s”) to comment on major movements
Review/challenge SBU submissions, analyse trends and come up with key messages for executive summary pages and detailed line item slides within pack
Actively study the Balance sheet, looking for unusual items and trends, investigate reasons and escalate issues as required
Account Reconciliation & Ownership exception reporting (6 days per month)
Ensuring data in the “INFORM” portal is correct
Putting together monthly report for senior management, highlighting items at risk
Monthly/Quarterly data submissions to Group and Reg reporting (5-7 days at quarter ends)
Source data for relevant disclosures (essentially various cuts of GL data, sourced from Credit Risk and other sources)
Conduct analytical review vs. prior periods and sense check to ensure submissions are in line with accounting or regulatory standards
Ensure sufficient time is built in for review as well as ensuring Sox controls are incorporated into the process where relevant
Build analytical controls on key risk areas into the quarterly disclosures sign-off pack
Qualified Accountant – CA, CPA, ACCA or CIMA degree
5 years post qualification experience

Assistant VP UK RBB Financial Reporting Finrep Resume Examples & Samples

Data sourcing as required to complete quarterly RACE Submissions for UK RBB as part of the FinRep reporting cycle
Detailed analysis of submissions to ensure reasonableness and challenge unusual movements, items or assumptions
Reconciliation of RACE and SAP data as required to complete quarterly RACE Submissions for UK RBB as part of the FinRep reporting cycle
Manage the completion of quarterly RACE Webforms in line with RACE Timetable
Prepare and present (via Webex) Finrep disclosures pack, highlighting key assumptions, submissions and variances in order to obtain sign-off from Financial Controller and Head of Financial Reporting

Director, Global Financial Reporting Resume Examples & Samples

Develop global financial reporting packages available within SAP/CPM to enhance brand analysis and to provide insightful metrics for business management
Partner with NA, International and Corporate Finance teams to ensure projections and allocations are aligned
Develop brand guidelines and timetables to meet deadlines and ensure all departments have sufficient information to prepare their annual budgets
Perform strategic planning and “what if” scenarios to provide analysis throughout the planning processes
Partner with HR to develop employee costs analysis and productivity metrics
Oversight and execution of fixed asset accounting including additions, disposals, depreciation and accounts payable function for fixed asset additions
Oversight of global support (GSE) reporting; ensure variance analysis identifies savings and exposures to department managers
Oversee monthly accounting and reporting for Smashbox Studio

Financial Reporting Controller Resume Examples & Samples

Manage small reporting team
Prepare Morgan Stanley’s earnings release text and financial supplement for required regulatory filings
Supervise and produce monthly and quarterly financial supporting documents for Firm and business segments to support and provide management the tools to evaluate current and future earnings
Produce Board of Directors presentations for the chief financial officer meetings comprised of financial and qualitative analysis
Prepare disclosures and sign-off of on the Firm’s financial data for the 10-Q, 10-K and 8-K filings
Manage quarterly full year forecast and annual budget data collection and reporting processes utilized by Financial Planning & Analysis in the Firm’s strategic decision-making
Assist in various firm-wide strategic and re-engineering projects
Minimum of 6-8 years experience in similar role
Proven track record of managing team with the ability to drive results
Strong controls background with the ability to design new controls and to challenge the operating effectiveness of existing controls
Highly proficient knowledge of Excel and PowerPoint

Financial Reporting Controller Resume Examples & Samples

Carry out tasks related to the job in accordance with the instructions of the superior (ad hoc report)
1-3 years experience related to finance or accounting
Solid knowledge of Microsoft Office

Team Leader, Financial Reporting Resume Examples & Samples

Detailed knowledge of financial statements, and prior experience in review thereof
Working knowledge of 1940 Act rules & regulations, forms N-Q, N-CSR, N-SAR & N-MFP
Strong performer with high standards of integrity & work ethic
4+ years experience in Fund Administration/Financial Reporting industry or related relevant industry
2+ years of supervisory or management experience

Supervisor, Financial Reporting Resume Examples & Samples

Review allocation of expenses based on the allocation methodology for varying types of expenses, as well as fund's MER and the absorption/waiver amounts
Review the Compliance files and Overnight calculations for applicable clients and ensure accuracy and deadlines are met
Review the investment holding reconciliation and class action filing for fund clients
Handle ad hoc requests for financial information from fund analytical agencies
Strong knowledge in Microsoft Word and Microsoft Excel (macros and advanced formulas an asset)

Manager Tax Financial Reporting Resume Examples & Samples

Active with the preparation of the consolidated tax provision; the company currently uses Corptax provision software
Research accounting events and tax matters to determine the correct reporting positions to be taken by the company; this will include writing memos to discuss both the application of ASC and Tax Law in support of the conclusion
Work closely with the Senior Director of Tax to maintain the required schedules related to the companies uncertain tax positions and developing tables as necessary
Assist the Senior Director of Tax with the monitoring of SOX compliance
Strong excel skills (Corptax and oracle experience a plus)
Good communication skills, professional judgment, and a solid work ethic
Public Accounting/large corporation experience a plus (6-8 years)

Financial Reporting Business Application Analyst Resume Examples & Samples

Create reports and perform ad hoc analysis necessary in the creation of filings with the SEC and the Fed
Create reports and perform ad hoc analysis of financial information for upper management
Creates and modifies policies, templates and other business-related information in complex applications
Analyzes and tests proposed changes to business-related application information
Resolves data issues causing problems within applications
Troubleshoots, researches, and analyzes application related issues and questions
Consults with business unit and product manager to identify, analyze, refine and document business requirements
Follows up with business unit about completed tasks to ensure accuracy
Works closely with application administrator to understand impact of work done by this position
Functional, operational, and technical requirements of assigned applications
Concepts and practices of issue tracking, change management, and requirements gathering
Policies and procedures used in IT and how they affect assigned applications
More complete awareness of the business context of a technical solution, including the political context and the various stakeholders
Formally presenting ideas and information to the client or within the team
Developing test scripts, coordinating testing, and documenting test results
Actively communicate technical and business aspects of work efforts
Establish and maintain effective working relationships with others
Requires technical and business knowledge and understanding of job's requirements
Requires one to four years relevant work experience
Any equivalent combination of experience, education, and/or training approved by Human Resources

Financial Reporting Intern Resume Examples & Samples

Assist in the review and management of highly customized and diversified portfolios of carefully selected hedge funds
Review key areas of the financial statements to ensure accuracy and completeness of the information disclosed
Perform quality reviews of final financial statement drafts
Review subsequent financial statement drafts for changes
Previous accounting experience/internship preferred
Ability to prioritize and effectively manage time to meet high pressure deadlines
Team player, energetic, enthusiastic and personable

Senior Manager Group Financial Reporting Resume Examples & Samples

Frequent deadlines, work interruptions and unpredictable situations results in significant pressure. There is disruption of personal life from overtime and weekends worked to meet month-end, quarter end and year-end reporting deadlines imposed by the Bank, HBUS and Group Finance
Qualified accountant (CA, CGA or CMA) with minimum of five years proven and progressive accounting, reporting and supervisory experience in the financial services industry, or equivalent. This includes a minimum of three years of corporate finance level experience or equivalent
Strong Canadian technical accounting knowledge; working knowledge of US, and IFRS GAAP
Proficiency with personal computers as well as pertinent mainframe systems and software packages
Ability to multi-task, meet tight deadlines, work well individually and within a team/project group environment

Financial Reporting & Control Analyst Resume Examples & Samples

Support the build out of financial reporting capabilities to meet Dodd Frank Section 165 requirements
Liaise with Change Management Team on requirement gathering and documentation for consolidation tool, build out and reports required for consolidated financial reporting of the US entities, and requirements for daily balance sheet reporting
Support implementation of new Consolidation Tool for the Consolidation of US legal entities under S165
Assist in building out the consolidated financial reporting and synergies with the regulatory reporting
Support the development of daily average balance sheet reporting
Perform data and process gap assessments, and develop solutions to address deficiencies
Document processes and controls around the daily balance sheet, consolidation and financial reporting functions
Support production of consolidated financial statements and disclosures
2+ years of accounting/financial reporting or audit experience in financial service industry
CPA preferred but not required
Consolidations related experience a plus
Strong PC skills (Microsoft suite including Excel, Word, Powerpoint)
Working knowledge of US GAAP and IFRS
Detail oriented and analytical – able to work efficiently with spreadsheets and solve problems with minimal guidance
Effective and polished communication skills – written and verbal

Financial Reporting Resume Examples & Samples

Delivery of high quality financial information for all group licensed entities
Preparation and posting of the consolidation adjustments ensuring that they are regularly reviewed and adequate back-up is maintained on file
Contribute to the design and effectiveness of the team's operational controls
Provide financial and analytical support as required to financial controller/external reporting manager as applicable
Contribute to the determination of appropriate financial control activities

Internal Audit & Financial Reporting Resume Examples & Samples

Under supervision, prepare and review annual, semi-annual and quarterly financial statements in accordance with GAAP or IFRS, as required
Prepare financial highlight disclosures, including calculations of total returns, preparation of per share tables, expense ratio analysis, etc
Ensure accuracy of footnote disclosures via review of legal documents governing the fund
Present to or exchange information internally, with clients and outside auditors. Coordinate year-end financial statement process
Identify errors or problems and independently investigate; recommend solutions to team members or supervisors
Follow established procedures. Plan own work. Suggest methods and procedures for new work assignments, reviewing with supervisor for input or approval
Assist in development of training programs for accountants in all aspects of financial reporting and the alternative fund industry
Keep up to date with technical/regulatory developments
Identify and prepare audit issues and assist management with end of year accounts
Maintain positive relationships with business stakeholders
Prepare risk control documents
Strong verbal and written communication skills
Strong attention to detail and well organized
Ability to be flexible and work effectively both within a team structure and independently
Good initiative tempered with identifying when escalation is required
Strong systems, product and process knowledge
Reliable and dependable
Part Qualified Accountant (ACA / ACCA / ACMA or equivalent)
Bachelor's degree in relevant field - 2.2 minimum requirement

VP of Financial Reporting Resume Examples & Samples

GAAP knowledge
Proficient with Excel V-Look Ups
Straight private or a combination of private industry and public accounting experience

Director Global Financial Reporting Resume Examples & Samples

Directly manage the tax risk environment through development and improvements to the current income tax controls, through working with the SVP in design and implementation of process improvements and coordinate with the SVP
Oversee technical tax issues such as share based compensation and pension in coordination with other members in the department insuring the correct tax reporting and disclosure in the financial statements
Coordinate with other members of the Tax Department to provide the necessary expertise and tools to create efficiency and reduce the risk environment
Manage the process between tax accounting and tax compliance to ensure that all requirements are met

Financial Reporting Resume Examples & Samples

Central accounting and preparing annual financial accounts
Processing income and expenditure
Financial Reporting Standards
Budgeting framework
Production of financial information
Balance sheet reporting
PnL reporting
Updating systems
Reviewing expenditure
Strong IT skills
Learn and develop in their role
Proactive in Process improvement

AVP, Accounting & Financial Reporting Resume Examples & Samples

5-10 years Big 4 or combo with TECHNICAL reporting GAAP and Insurance STAT
Cash flow reengineering and analysis
Business unit MD&As
Specialist accounting review (tax and investments)
Help implement some level of monthly reporting

Financial Reporting Resume Examples & Samples

Ensure that financial statements are being prepared in accordance with US GAAP, IFRS or other applicable reporting standards
Work with clients and auditors to coordinate and analyze all financial statements comments
Bachelor Degree in Business, Finance, Accounting or related field plus 2- 3 years related experience
Reports to Financial Reporting Manager

Financial Reporting & Budgeting Administrator Resume Examples & Samples

Manages document retention policy. Routinely archives historical financial data and ensures that file rooms are maintained in a neat, organized manner
Order recurring supplies that are specific to the Film Costing group
Serves as FRB SharePoint administrator including granting access to new users, organization and management of SharePoint folders. Also posts package reports, templates and FRB communications to SharePoint
Generates and distributes daily financial reports from SAP during the quarter close and budget/forecast cycles
Updates financial derivations for by-title reporting
Provide audit support including preparation of SOX binders. This will include running SAP journal entry reports and other reports requested by financial compliance and external auditors. Coordinate update of QVC and quarterly signoff
Generates SAP reports for external auditors on a quarterly basis
Prepares footnote disclosures and other supplemental schedules required for TW reporting
Order supplies that are specific to the financial reporting group
Prepares/updates distribution list matrix for various deliverables
Maintain calendar with due dates of deliverables and ensure that binders are completed in advance of scheduled distribution date
Orders covers, tabs, binders, dividers and other supplies required for deliverables
Serves as primary liaison with Copy Center. Advises them when a large print job will be delivered and advises Copy Center if a specific job is to be completed during evenings/weekend (particularly during quarter close)
Once copies are available, coordinates with Executive Assistants to assemble and distribute books as required
Answers, screens and logs telephone calls for two vice presidents
Handle filing for executives and the department for binders, original masters, workpapers and confidential reports
Maintain files for monthly work records for exempt employees and weekly time sheet records for non-exempt employees

Director of Financial Reporting Resume Examples & Samples

Responsible for timely, accurate submission of all required SEC reports (e.g., 10-Q’s, 10-K's, 8-K’s), including acquisition-related filings (S-4, 8-K/A, etc.)
Ensure financial statements, disclosures and MD&A are compliant with US GAAP and SEC requirements
Develop quarterly timeline of deliverables and manage resources and submission to ensure timely filings
Ensure stakeholders, including management, auditors, and the Audit Committee are provided information for timely review and comment
Liaison with external audit team to provide support, respond to questions, and track resolution of issues
Develop and disseminate disclosure and reporting requirements for new US GAAP
Assist in the preparation and review of the consolidation
Work closely with Investor Relations team for quarter-end planning and reporting
Assist with research and documentation associated with technical accounting matters, including acquisitions, lease accounting, revenue recognition, purchased content, share-based compensation, capitalized website development activities, etc
Assist with M&A due diligence and integration, as needed

Financial Reporting Assistant Resume Examples & Samples

To produce accurate and timely investment accounting reporting packages for external clients
Responsible for the production of accurate client reporting within specified deadlines - including daily, weekly and monthly reporting
Extensive liaison with Clients, Fund Managers, Client Services and Relationship Managers to identify and resolve issues in relation to the reporting packages provided to the client

Sec Compliance Associate Corporate Financial Reporting Resume Examples & Samples

Review the Firm’s financial reports (e.g., Annual Report/Form 10-K/Proxy, Form 10-Q, Quarterly Earnings Release and Financial Supplement, Form 8-K, JPMorgan Chase Bank, N.A.’s financial statements) for compliance with accounting and reporting standards
Work with the applicable New Disclosures Project Team (CFR, Corporate Accounting Policies and applicable LOB/Functional groups) to implement new disclosure requirements, including XBRL tagging
Perform technical research as necessary
Analytical, writing and project management skills. Excellent oral and written communication skills
Initiative to work independently yet keep all parties apprised of developments
Strong organizational and time management skills are essential since there are numerous deadlines to be met

Financial Reporting & Accounting Manager Resume Examples & Samples

Bachelors degree in accounting or equivalent experience
Strong communication, problem-solving, managerial, analytical, decision-making and interpersonal skills
Strong knowledge of corporate accounting and reporting, including AAP, SEC and RAP as well as Company businesses, products, affiliates, accounting policies and procedures
Ability to adapt to a rapidly changing and competitive environment, handle multiple requests and possess a proactive, hands-on approach to problem-solving

VP, External Financial Reporting Resume Examples & Samples

Support and implement Pan-HP wide initiatives across the Finance Function that impact the function
Support all internal and external audit requirements and ensure that all actions are completed on time
Drive effective people plan to drive up employee engagement; developing focused action plans to enhance employee development and progression, ensuring strong succession plan, responding to any issues or concerns raised in VoW surveys
Actively communicate with the team, holding regular 1-1 and team meetings with direct reports whilst driving effective communication strategy with wider team (including travel to meet country teams and assess key talent, within budget constraints)
Typically 15+ years of experience in a finance function or exhibiting an exceptionally strong background in some other relevant and applicable area of business
Typically 10+ years of people management experience
Ability to build partnerships across functions
Excellent communication skills catered to a wide variety of audiences

Senior Manager of Financial Reporting Resume Examples & Samples

Assists the Controller in managing major corporate accounting policies for company
Assists in preparing reports which summarize actual and budgeted company business activity and financial position in areas of income, expenses, and earnings based on past and present operations
Reviews of organization's financial status and progress in its various programs and activities
Annual audit of company's accounts
Responsible for preparing the external, audited, financial statements and related footnotes
Responsible for all reporting of monthly, quarterly, and annual financial results to parent company
Reconciliations, on a monthly, quarterly, and annual basis as needed
Responsible for overseeing the preparation of the Company's monthly bank compliance reports
Responsible for ad-hoc analyses as may be needed to analyze financial results
Periodically travels to assigned distribution centers to monitor physical inventories and verifies compliance with company policies and procedures
Bachelor's degree in Accounting or Business Administration from a four-year accredited college or university
Minimum of five years related experience

Manager of Financial Reporting Resume Examples & Samples

Bank, GL, and account reconciliations
Being involved with budgeting and forecasting as well as variance analysis
At least five years’ experience with GAAP

Director of Financial Reporting Resume Examples & Samples

Oversee the preparation and distribution of financial statements for external use
Compliance with SEC, and GAAP reporting guidelines
Annual and quarterly filings
Analyze and conclude on technical accounting requirements, ensuring compliance
Mentor, train and develop accounting staff
FASB, SEC, and other regulatory research
10+ years of progressive accounting and internal control experience
Experience in a top-tier public accounting firm
Strong knowledge and application of U.S. GAAP and SEC reporting requirements
Bachelor degree in Accounting or Finance; an MBA or an advanced degree in Finance preferred. CPA required

Centralized Financial Reporting Consultant Resume Examples & Samples

Bachelor’s Degree in IT, Finance, Accounting or a related field
Experience in SQL server environment
Comprehensive knowledge of all Microsoft Office applications, including Excel and Access
Prior data reporting and financial analysis experience
Comprehensive knowledge of all Microsoft Office applications, including Word and PowerPoint

Financial Reporting Consultant Resume Examples & Samples

BS/BA in Accounting, Finance, or Business
Ability to prioritize and support multiple tasks
3-5 years of directly related accounting and/or analytical experience
Experience in Microsoft Access, SQL or other relational databases
Proven experience in process improvement and automation using technology
Comprehensive knowledge of all Microsoft Office applications (Excel, Powerpoint, Access
Prior experience in health insurance background
Experience in Oracle, OBIEE and/or Qlikview
Master’s Degree in Business Administration or a related field

Financial Reporting Consultant Resume Examples & Samples

Analyze and review complex accounting and financial transactions for monthly reconciliations (preparation, exception identification and review)
Assist with special projects that may necessitate cross-functional partnerships
Support a timely and high quality monthly reconciliation close cycle
Participate in building and automating reconciliations through our reconciliation system
Communicate effectively across several business areas, building strong relationships to foster strong financial controls
Strong Knowledge of Accounting and Reconciliation processes
Comprehensive working knowledge of all Microsoft Office applications including Word, Excel, PowerPoint and Access
Experience analyzing data, building reports, and assuring data integrity

Manager of Financial Reporting Resume Examples & Samples

Implementing and conducting SOX compliance
Directs all financial reporting and analysis
Instrumental in conducting audit procedures and reporting
Researching new SEC reporting standards
Knowledge of SEC reporting, GAAP, and SOX compliance
6+ years of experience with a large public accounting firm

Regulatory Financial Reporting Consultant Resume Examples & Samples

Prepare and/or review quarterly and annual statutory statement filings including MD&A, audited statements, and supplemental information as required
Research and provide responses to inquiries from regulatory authorities, rating agencies, and internal and external auditors
Interfaces with various departments to ensure proper data capture to comply with requirements for annual and quarterly statement filings
Perform data mining using available technology to assist as needed with various financial data request
Utilize existing systems and software, including Excel, Qlikview, and SQL, to develop and maintain analytical tools for the Regulatory Financial Reporting department
Drive technology related improvements within the Regulatory Financial Reporting department which involves training and educating the team on the tools available
Identify ways to re-engineer current processes and implement process improvements utilizing system automation
Represent the department by knowing the reporting needs and being able to communicate internal and external to our area how those needs translate into technology improvements
BS/BA in Accounting, Finance or related field and 2 years of related experience. Required experience must include
2 years of directly related accounting and financial analysis experience
2 years of financial reporting experience
2 years of experience using Microsoft Office applications; Advanced including Microsoft Excel skills
2 years of experience with relational databases and enterprise data warehouse using SQL and Qlikview
2 years of experience in process improvement and financial reports automation; and
2 years of experience translating business needs in order to create reporting solutions

Head of Financial Reporting Resume Examples & Samples

Responsible for the coordination, management and external reporting of the company’s financials to the SEC, preparation of 10-5s and 10-Qs, Proxy Statements, Annual Reports and other filings as required
Analyze newly released SEC and Regulatory guidance and assess the reporting impact to the bank as well as create an approach for enabling the bank to effectively meet the new reporting and disclosure requirements
Coordinate with other member of the accounting department and other departments to obtain and review schedules for the preparing of both internal reporting package and external filings
Understand the end to end business operations and develop a thorough understanding of the key business drivers that impact financial performance across the organization
The role will involve close liaison with the business and include analysis, data mining and research to identify key areas for improvement in efficiency and effectiveness
Effectively communicate across multiple levels and departments of the Bank
Provide direct support on various special projects
Perform other job-related duties as assigned
Bachelor's degree in finance or accounting, CPA license
At least 10 years of public accounting and/or public company SEC reporting experience
Banking experience strongly preferred
Strong business acumen and customer service skills
Excellent written, verbal/nonverbal and interpersonal skills

Accounting Intern, Financial Reporting Resume Examples & Samples

Prepares journal entries and help ensure that the month-end close process is performed in a timely and accurate manner with a high level of attention to detail
Prepares and coordinate the compilation of monthly balance sheet reconciliations
Supports weekly, monthly and quarterly financial reporting and analysis needs
Assists in forecasting specific to fixed assets, returns reporting, and logistics
Documents department procedures
Completes 401(k) audit
Assists in Physical Inventory Preparation (Operations aspect) and reporting (Financial Reporting aspect)
Identifies and implements process improvement where applicable
Serves as key-contact for other departments, specifically store design and construction and the finance team to address accounting inquiries
Interfaces with Controller and other senior-level personnel on a regular basis
Presents summer-long project to the Operating Committee in a 5 minute presentation
Demonstrated initiative and ability to execute for results
Thrives in a fast-paced, team environment
Attention to detail in work execution
Intermediate Excel user would be ideal
CPA eligible upon graduation or intention to acquire CPA a plus
Experience in retail or apparel manufacturing environment a plus

Financial Reporting Control & Redesign Lead Analyst Resume Examples & Samples

Role supports critical control initiatives and financial reporting, inclusive of, but not limited to
Minimum 5 years business experience with strong understanding of core financial and/or accounting principles, preferably in the financial services industry
Strong analytical thinker, detail orientated, and strong organizational skills essential
Motivated self-starter to work in a professionally challenging and demanding environment
Strong interpersonal and communication skills, both verbal and written required
Ability to work as a member of the team as well as independently

Financial Reporting Resume Examples & Samples

4+ years of experience at a “Big 4” or large accounting firm or a mix of Public/Private experience
BS/MS in Accounting
Strong understanding of accounting principles and how to apply them

VP of SEC Financial Reporting Resume Examples & Samples

7+ years relevant work experience
Experience with GAAP, General Ledger, and SEC Reporting
Previous working experience within a Public Accounting or Financial Services firm

Capital Reporting & Analysis Corporate Financial Reporting Resume Examples & Samples

Very strong communications skills – significant interaction with LOBs, risk streams, senior managers, and with regulators
6+ years experience in Accounting/Finance
Supervisory/managerial and/or project management skills
Ability to work on multiple priorities at the same time within tight deadlines
Extremely strong organizational skills
Strong PC skills in Excel, Access, Business Objects
Strong product knowledge with an understanding of how they are reported in our various reports
Strong reconciliation skills
Basel-related experience preferred

Business Application Analyst Ii Financial Reporting Resume Examples & Samples

Faciltate data flows, maintain databases, create and maintain application processes, hierarchy manintenance, provide end user assistance and creation of ad hoc user reports, as part of the annual budgeting and planning cycle and monthly financial reporting cycle
Assists in identifying requirements for testing, may develop test plans and scripts, assists in coordinating testing, and documents test results
May determine appropriate actions in emergency situations to ensure data is secure and available for use as soon as possible
Performs post-deployment validation for complex applications
Works closely with business unit and other areas of IT to resolve problems and exceptions
Serves as a liaison among software engineering, application services, and the business, including functioning as a subject matter expert (SME)
Consults with vendors on technical aspects of assigned applications
Skill with database applications
Experience with the facilitation of data flows
Basic accounting principles
The relationship between IT and business
Experience with Oracle financial reporting products preferred
Strong Excel and Access experience required
Creating thorough and accurate documentation
Attending to details while maintaining a big picture orientation
Ask specific questions to verify clear understanding of business requirements
Take ownership of aspects or tasks on a project
Participate in requirements gathering sessions
Exhibit a positive attitude when dealing with others
Follow all internal procedures for handling requests
Effectively organize and prioritize tasks and responsibilities
Participate in team projects and activities
Demonstrate flexibility in accepting and adapting to change
Clear, concise, grammatically correct oral and written communications
Demonstrate appropriate frequency and level of detail in communications
Escalate unresolved issues to others
Two years of experience with databases- Access Prefered
Requires at least four years of relevant work experience

Head of Financial Reporting Resume Examples & Samples

Oversee and manage the production of the group statutory accounts
Monthly balance sheet and profit and loss statements with analysis from a statutory lens
Guidance on accounting treatment in accordance with IFRS, local regulatory standards and USGAAP
Contribution to profit announcement
Lead projects related to financial control and finance change
Liaise with key finance stakeholders both locally and internationally
Manage an experienced team of qualified accountants

Consultant Fund Accounting Financial Reporting Resume Examples & Samples

Report and analyse financial data to be disseminated to clients and their investors
Generate estimated performance returns
Close monthly books and records of the funds to generate final performance figures
Interact with clients other relevant parties to obtain understanding of funds activities
Prepare financial statements and related disclosures for funds on a quarterly, semi -annual and or annual basis
Work directly with external auditors to ensure accuracy of each funds annual financial statements
Work with shared services teams to ensure timely follow up and completion of audit requests
Collaborate with other team members to build scalable operations to meet the service needs of a large portfolio of clients
Knowledge of Hedge funds and other alternative investment structures
Knowledge of financial reporting including GAAP( US,Irish,UK and IFRS) financial statements and footnote disclosures
Knowledge of financial products and related accounting
General regulatory knowledge and European regulatory knowledge
Support audit requests - both fund and investor
Management and incentive fee calculations

Accountant Iii Financial Reporting Resume Examples & Samples

Uses general ledger accounting software to prepare monthly financial statements, budgets and reports
Researches and makes recommendations to resolve unusual or irregular transactions
Reconciles general ledger accounts, prepares analyses and completes other monthly general ledger closing procedures
Responds to internal/external auditor issues and problems
Assists in the administration of the organization's annual budget
Prepares surveys to be submitted to industry organizations and publications
Allocates costs to individual organizational entities and analyses the impact of cost allocation on individual financial statements
Analyzes securities trading clearance procedures
Researches issues regarding application of generally accepted accounting principles (GAAP) to allocating costs and preparing financial statements
Recommends process improvements to increase efficiency in processing or analyzing financial information
Assists in training others
Resolves complex accounting problems
Advanced accounting concepts, practices and procedures
Accounting software packages
Cost allocation concepts and practices
Generally accepted accounting principles (GAAP)
Reviewing, interpreting and analyzing financial statements
Resolving unusual transaction and accounting discrepancies
Preparing financial statements, budgets and management reports
Preparing surveys
Researching GAAP issues
Implement changes to standard procedures when required by specific situations and circumstances
Make independent decisions and solve complex accounting problems
Explain or clarify financial information to all levels of management
Bachelor's Degree (B.A.) in accounting or finance and a minimum of five (5) years experience in preparing and analyzing financial information; or
A minimum of two (2) years accounting experience in the financial services industry

Gip Undergraduate Intern Financial Reporting Resume Examples & Samples

Gathering and assembling of supporting documentation
Researching formal/legal company names through the use of the Bloomberg terminal
Researching Rates and Yields for various investments such as money market funds
Assist in footing and tying of Schedules of Investments and Financial Statements
Verify that the Net Asset Components of a Fund “roll” properly from year to year when preparing Financials
Review and Proofing of printer drafts
In addition, there will be some general office functions such as filing, copying and collating
Candidate should be familiar will Excel

Director of Financial Reporting Resume Examples & Samples

Reviewing the preparation of all financial reports filed with the SEC including, Forms 10-Q, 10-K and quarterly earnings releases, and timely and accurate filing of such forms with the SEC
Review of the quarterly financial statements including the balance sheet and statements of operations, shareholders’ equity and cash flow in accordance with US GAAP
Continuous improvement in the preparation of financial statements and SEC reports
Development of and talent planning for staff at all levels within the SEC Reporting Department
Effective communication skills with senior and executive management for all levels and departments of our company, including analyzing and simplifying complex GAAP and SEC rules for presentation
Research and monitor new accounting pronouncements and work with accounting department to provide practical implementation advice when applicable and ensure proper disclosure
Analyze financial, accounting and operational impacts of proposed transactions
Ensure that operational and design effectiveness of internal controls over financial reporting are maintained to ensure compliance with Sarbanes-Oxley
Analyze and develop accounting policies for day to day business (new contracts, promotions, etc)
Responsible for stand-alone reporting requirements
Special projects and other duties as needed
Minimum of fifteen years’ relevant experience
Minimum of five years of work experience in public accounting and in a formal leadership role
Advanced understanding of generally accepted accounting principles and the ability to apply GAAP to new and existing transactions
Must have prior SEC reporting responsibilities and clear proficiency in SEC reporting requirements and research
Excellent interpersonal skills, work with little supervision and attention to detail
Interact effectively as part of a team
Ability to prioritize assignments, deal with interruptions, and meet deadlines in a fast paced and growth oriented environment
Exercise sound judgment when making decisions
Good problem solver/creative thinker
“Can-do” attitude, pro-active and resourceful
Excellent project management and team leadership skills
Ability to manage multiple tasks (SEC reporting, M&A, diligence, etc.) effectively
Knowledge XBRL
Experience with JD Edwards general ledger application
Experience with Hyperion Enterprise and/or Hyperion Financial Management consolidation and reporting tools

Financial Reporting Avp Resume Examples & Samples

Understand, prepare and review Schedule of Investments, Statement of Assets and Liabilities, Statement of Operations, Statement of Changes in Net Assets, and Statement of Cash Flows
Keep updated and informed of regulatory and procedural changes that may affect the preparation of financial statements
Understand and manage client expectations in conjunction with Relationship Management and the Accounting teams as it relates to financial reporting
Meet with clients and auditors on an annual basis as it relates to financial reporting planning such as audit planning meetings and post mortem recaps

Financial Reporting Funds Resume Examples & Samples

Plan the financial statement preparation/audit process and manage the deliverables ensuring that agreed timelines are achieved
Monitor and ensure compliance with regulations and accounting standards
Implement and update Financial Reporting Procedures
People management skills
Motivation and leadership skills
Organisational skills
Proven record in managing the production or audit of fund financial statements
Knowledge of and ability to apply the relevant accounting standards and regulatory requirements pertaining to the funds industry

Financial Reporting Administrator Resume Examples & Samples

Prior experience in a financial reporting supporting role
Prior IT support/IT project management experience
Mastery of MS Excel (including macros/VBL) and MS Word
Experience with HTML
Experience with financial/statistical reporting
Knowledge of Workiva

Manager of Financial Reporting Resume Examples & Samples

Accurate and timely preparation and completion of all external financial statements and related disclosures, including annual reports, proxy materials, 8-Ks, 10-Ks, and 10-Qs
Lead collaboration with external auditors to ensure effective and compliant reporting
Maintain financial models and financial forecasting
Research and provide clear and concise communication regarding complex transactions and accounting issues
Manage share-based compensation, bonus computations and earnings per share calculations
Partner with team members to develop budgets

Financial Reporting Consultant Resume Examples & Samples

Manage departmental activities to ensure accurate and timely accounting statements, financial and statistical reports, filings and data
Develop methods and criteria for measuring and summarizing financial data and preparing complex analyses
Develop an understanding of the administrative expense allocation process and the required reporting
Comprehensive knowledge of all Microsoft Office applications including Access and relational databases
Utilize excellent oral and written communication skills
Be able to work well independently and as a team player
Experience using SQL and VBA

CIB F&bm-regulatory Financial Reporting Controller Resume Examples & Samples

Interpretation of the Regulatory rules which forms the basis of Bank of England and PRA/FCA reporting, and providing regulatory guidance to the business
Strong interpersonal and team working skills
A self starter, motivated and able to work with minimal supervision
Ability to communicate effectively both verbally and written - at all levels
Bachelor’s degree or equivalent – Desirable
Good accounting and finance knowledge – Essential
Working knowledge of FSA reporting from another top tier investment bank - Desirable
Good working knowledge with reporting tools – Desirable
Proficiency in Microsoft Office – MS Excel , MS Access, Outlook, Word and PowerPoint. - Essential

Avp Financial Reporting Legal Entity Management Resume Examples & Samples

Process outputs are to be delivered accurately, on time , to the required standards and compliant with relevant policies and procedures
Ensure process are adequately documented and clearly understood
Key deliverables include Balance Sheet and Profit and Loss number collation from various systems and providing analysis of the numbers, variance and trends
Prepare and post the accounting entries required for the correct financial reporting
Monitoring of the exposure and collecting information from the key stakeholders for any major movements
Providing commentary and analysis on Major Revenues and Expenses movements based on own analysis form the data available from the systems and also following with the other groups in Finance for getting further detail analysis
Monitoring and follow up for the resolution of the Key balances like suspense or ensuring netting off the balances grossing up the balance sheet due to system limitation
To Support any other initiatives taken by EMEA Regional Finance
Maintain a team adequate and appropriate to deliver all agreed objectives
Manager all personnel matters for staff in team including appraisal and processes performance and recruitment
Develop and maintain a strong relationship with EMEA Regional Finance Team
Produce and monitor the processes through key performance and key risk indicators
Inform Regional EMEA Finance team of all matters that are of interest to them

Manager of Financial Reporting Resume Examples & Samples

5-8+ years relevant work experience
Experience with real estate and/or lodging industries
Proficient in Word, Excel, HFM/Hyperion Financial Management, Workiva (formerly WebFilings) and JD Edwards
Mix of public and private accounting experience

Financial Reporting Resume Examples & Samples

Accounting Degree Required
2-5 years experience in public accounting desired; however, practical experience working in financial reporting group can be substituted
SEC Experience highly desired
Excellent organization and coordination skills
Strong communication skills and ability to work with executive level within an organization if necessary

Financial Reporting Officer Resume Examples & Samples

Support month end close processes which include, monitoring controls and accounts, processing journals, analytical review and communication with line of business and product control teams
Monthly and quarterly head office reporting using trade and subledger data
Statutory reporting on a range of legal entities including RBC Europe Limited
Monthly UK management information reporting
Investigation and resolution of breaks and issues within the legal entities
Professional accountancy qualification
Legal Entity or financial control experience
Strong PC skills, in particular Excel

Manager of Financial Reporting Resume Examples & Samples

Responsible for external financial reporting including coordination and preparation of the 10-Q, 10-K and Annual Report. Prepares Management's Discussion and Analysis of Financial Condition and Results of Operations, financial statement footnotes and other required disclosures and certifications
Supervises accounting staff on projects such as the preparation of the external financial statements including the Balance Sheet, Income Statement and Statement of Cash Flows
Supports business groups and international sites on Mergers and Acquisitions accounting
Supports the Investor Relations department to ensure that all external communications are accurate and appropriate
Participates in preparation and review of documents and supporting analysis for debt offerings
Provides analysis of Income Statement and Balance Sheet in preparation for Quarterly Earnings Calls and release of 10Q/10-K
Provides guidance to Corporate Accounting, Business Group and Regional Finance groups on significant accounting transactions to ensure amounts are recorded correctly in the general ledger
Researches U.S. GAAP and International GAAP to ensure proper application of accounting rules and disclosure requirements. Implements newly issued statements, pronouncements and interpretations of the Financial Accounting Standards Board (FASB), Emerging Issues Task Force (EITF) and Securities and Exchange Commission (SEC). Formulates opinions on technical accounting questions that arise in the Company
Responsible for review and analysis of key balance sheet accounts such as Goodwill, Intangibles, Intercompany and Equity to ensure proper accounting
Provides guidance and technical research for equity compensation plans. Ensures that accounting and disclosure are appropriate
Contributes toward improving the effectiveness of internal controls and the efficiency and effectiveness of our month-end close and reporting processes
Works with business groups and internal support functions (AP/AR/Treasury/etc.) to provide the external auditors with the support they need for quarterly reviews, interim audit and annual audit
6 - 8 years of progressive accounting experience
Public/SEC experience desired
Ability to work effectively with all levels in the organization

Financial Reporting Group Manager Resume Examples & Samples

Coordinating with work stream owners of initiatives to understand underlying costs and benefits on a monthly basis and develop comprehensive reporting for senior management
Collecting, analyzing and inputting data into the central database for further analysis and reporting
Bachelor’s degree in Business, Finance, Accounting or equivalent experience
Knowledge of database applications
Comprehensive financial and analytical skills
Requires basic industry knowledge

Financial Reporting Officer Resume Examples & Samples

At least 2 year's experience in the preparation of financial statements
Strong analytical skills with the ability to identify and resolve issues
Good organisational skills with a proven ability to manage a work load
Strong spreadsheet and word skills essential
Attention to detail and accuracy essential
Good knowledge of accounting standards
Knowledge of financial instruments and their accounting treatment
An accountancy qualification or be part qualified
A high level of integrity, a commitment to service excellence and ability to take ownership of tasks
Finance related third level qualification
Qualified or part-qualified accountant an advantage

Financial Reporting & Accounting Policy Consultant Resume Examples & Samples

Review exposure drafts and new accounting standards, setting and documenting related accounting policies for both GAAP and statutory financial reporting
Assist in identifying, analyzing, and reviewing complex technical accounting and financial issues, primarily associated with new transactions, for monthly internal and external reporting
Design, implement, and maintain the Accounting Policy SharePoint Site
Manage intangible asset valuation and other purchase accounting considerations associated with business combinations
Perform goodwill impairment reviews requiring valuation skills including discount rate determination, market analysis, and projecting cash flows
Perform monthly activities necessary to appropriately account for and report Humana’s stock award programs including stock award valuation, stock compensation expense recognition, and application of accounting guidance as stock award provisions evolve
Prepare subsidiary GAAP audited financial statements and disclosures
Assist as needed with quarterly SEC reporting
Drive innovation and assist in continuing to streamline the financial reporting process
BS/BA in Accounting required
4 + years of directly related accounting experience required
Comprehensive knowledge of Microsoft Office applications (Word and Excel)
Financial reporting experience required
Strong analytical and interpretive skills
Experience in the health insurance/managed care industry desired
Public accounting experience with a Big 4 accounting firm desired
Comprehensive knowledge of Oracle G/L

Regional Controller of Financial Reporting & Accounting Policy Resume Examples & Samples

Establish accounting policy for the organization, including ownership of the Accounting Policy SharePoint site
Manage the identification, analysis, and review of complex technical accounting and financial issues, primarily associated with new transactions, for monthly internal and external reporting
Manage and review new accounting standards as well as exposure drafts, setting and documenting the related accounting policies for both GAAP and statutory financial reporting
Manage business combinations and dispositions from a financial reporting perspective including due diligence, assessing both GAAP and statutory considerations, transaction structuring, and valuation/purchase accounting
Review and manage all equity related transactions and reports and prepare related Board presentations as necessary. This includes management of the accounting for our stock compensation program, earnings per share calculations, diluted share count projections and analysis, as well as preparation of the statement of stockholders’ equity
Manage and review the goodwill impairment test
Review and manage the determination of reportable segments for external reporting
Perform competitor analysis and review of SEC filings
Manage the footnote disclosures for our SEC filings and assist as needed with quarterly reporting
Drive innovation and assist in continuing to streamline the financial reporting process
7 + years of directly related accounting experience required
Financial reporting experience required
Ability to support multiple priorities
Public accounting experience with a Big 4 accounting firm desired
Prior insurance operations or financial industry experience
Knowledge of relational databases such as Access and SQL
Comprehensive knowledge of Oracle G/L

Financial Reporting Consultant Resume Examples & Samples

Ability to work well independently and as a team player; detail oriented
Analytical skills including gathering and interpreting data
Knowledge of Hyperion, SQL, Visual Basic, and multi-dimensional databases

Financial Reporting Group Resume Examples & Samples

Perform pre-issuance reviews of the financial statements of our listed and quoted audit clients
Provide advice and support to audit teams on complex accounting technical issues under IFRS & UK GAAP
Support our Professional Practice Directorate in the operation of the Professional Standards Panel and Consultation processes
Develop and deliver high quality technical training for our people in audit
Develop UK GAAP and IFRS thought leadership materials
Be involved in the firm’s EMEIA and Global technical accounting subject matter groups
Execute work efficiently, delivering excellent service and bringing the full breadth of EY's capability to support our clients
Adhere to and enforce the firm's risk management policies and quality agenda
Effectively support the assurance process with appropriate consideration of risk issues and accounting technical matters
Coach and develop teams in technical accounting matters
Be pro-active in identifying and driving forward initiatives which make a difference either internally and/or to our clients
Delivery of audits, development of the audit strategy and the management of the audit teams and other experts who help support the audit opinion
Supervision of the audit team executing the audit strategy and audit work and ensuring this meets the firm’s quality standards
Confirming compliance with Auditing Standards
Compliance with risk management and quality policies and procedures of EY
Building client relationships with senior management and advising them on complex accounting issues and wider business issues
Provide technical contribution in engagements in the context of any type of entity

Supervisor / Financial Reporting Resume Examples & Samples

Prepare internal and external financial statements and reports
Prepare monthly schedules supporting the company close
Prepare financial statements and footnotes used in quarterly SEC filings
Analyze various accounts and prepare certain monthly consolidation-level entries
Assist with external audit questions and preparation of documents

EFS Mumbai, Financial Reporting Resume Examples & Samples

Planning and coordination of the team to ensure delivery of financial statements in accordance with scheduled deadlines
Review and preparation of financial statement packages ahead of client delivery
Involvement in IT projects, initiation, planning, testing and implementation to further automate the process
Assist in the development of best practices for Financial Reporting to enable the firm to improve its efficiency and effectiveness while ensuring that the firm is producing quality output
Design, implement and enhance policies, procedures and controls based on observations
Build and manage relationships with global accounting team to champion deliverables
Integrate with global colleagues to ensure standard operating practice
Maintain up to date knowledge of US GAAP, IFRS and industry updates and ensure relevant application of the same
Influence, motivate and develop team members in areas of responsibility in order to maximise their contribution to the team, organisation and their own professional development
Undertake any other responsibilities, tasks or activities as reasonably required
Experience in auditing and financial reporting is required. Experience in Public accounting, Hedge Fund Administration or management experience is a distinct advantage
Minimum 5 years PQE with public accounting experience servicing investment related companies preferred. Ideal candidate should demonstrate extensive experience in auditing / financial reporting and a thorough understanding of industry and accounting practices
Strong technical skills. US GAAP knowledge required including strong understanding of hedge fund structures. Knowledge of other accounting standards like IFRS would be an advantage
Proven ability to lead a team (>5 people), plan and organise workload, provide feedback and risk awareness
Excellent interpersonal skills, both oral and written
Broad and deep understanding of accounting and operational issues related to hedge fund administration
Ability to think strategically with excellent planning and prioritisation skills
Ability to deal effectively across all levels of the firm’s extensive support structure
Ability to work independently and as part of a global team
Dynamic leader and proven team player
Creative and proactive
Ability to handle pressure effectively
Good motivator to others
Strong work ethic and ability to be flexible and be involved in ad hoc projects as and when they arise

Financial Reporting Resume Examples & Samples

Creating systems to automatically source data from upper stream systems
Meet new regulatory requirements by automating Liquidity calculations
Work integrally as part of local team and with international counterparts
Overseeing new regulatory requirements are understood from written Japanese
Translate regulatory requirements into necessary business and functional system specification documents
Perform and monitor the testing of project requirements at various stages
Participate in project interfacing with coordination from various counterparties
Good knowledge of financial markets and experience in financial reporting
High Japanese abilities to understand regulation and translate accordingly
Highly skilled in analytics, comfortable conducting data analysis from source systems
Good knowledge of MS Excel and MS Access
Able to communicate effectively both verbal and written
Comfortable working in teams with a wide range of local and international counterparties

Financial Reporting Resume Examples & Samples

Managing a team of 2 Accountancy professionals
Managing the US GAAP month end close process for all Ireland legal entities
Contributing to a strong control environment in financial control
Adding value through inciscive, accurate and timely comments through variance analysis of the financials
Significant contribution to Finance projects and initiatives
Adhoc requirements as needed

Financial Reporting Tools Analyst Resume Examples & Samples

Sourcing financial and non-financial data from various large databases
Liaising with CFO's and Business Stakeholders in order to interpret needs
Integration and consolidation of data
Shaping, delivering and maintaining reporting tools
Building databases with reporting templates
Putting different sources to reporting layers
Proposing process innovation & automation
Preparing regular and ad hoc reports for senior management

Manager of Financial Reporting Resume Examples & Samples

Bachelor’s degree in Accounting required; CPA designation preferred
2+ years of external audit experience, preferably with a public accounting firm
Proficiency in Microsoft Office, particularly in Microsoft Excel

Director of Financial Reporting Resume Examples & Samples

Bi-annual preparation of consolidated budgets and related schedules
Preparation of ad hoc requests for senior management
Preparation of quarterly press releases and 10-Qs, including XBRL
Preparation of annual financial statements and 10-K, including XBRL
Assist in the preparation of various other SEC reports (ie. 8-K, S-3, S-4)
Interact with external auditors on quarterly reviews and annual audits
Monitor new SEC and FASB proposals and develop implementation processes
Perform accounting research and recommended appropriate application as needed

VP, Head of Financial Reporting Resume Examples & Samples

Satisfy all reporting requirement for the 3 departments, including budgeting, forecasting, allocations, the management of the monthly reporting of actuals and associated processes including accruals
Build and lead a team responsible for financial reporting
Partner with the functional managers to support them in their cost control management
Work closely with the central Shared Services Finance team complying with the central timetables
Provide support for the portfolio manager on CRO Change requirements/responsibilities
Experience and knowledge of the central Share Services financial processes and reporting requirements
Knowledge of the challenges associated with financial reporting, including P&L interpretation and analyses
Willing to drive change with numerous competing demands
Exposure to senior management and presenting to large and senior groups of management
Minimum 10 years of experience of finance
Able to create solid working relations with a globally dispersed set of stakeholders and offshore team
Excellent people manager
Proven interpersonal skills with the ability to communicate at all levels
Proven written and analytical skills dealing with large data sets
Ability to work and deliver under pressure of tight timelines
Able to lead and prepare board-level presentations with minimal supervision
Ability and interest in working in an international environment
Confident & professional communication style
Effective presentation skills, use of Excel and PowerPoint to a high standard
Excellent business English (oral and written)

Director of Financial Reporting Resume Examples & Samples

Reconciliations and account analysis
Periodic financial statement filings
Maintain tie-out support for all periodic filings
Monthly financial statements & review sign-offs for the company
Conduct technical accounting research and drafts related memos
Maintain equity and share roll forwards
Monitor new accounting and financial reporting standards per FASB guidelines
Provide training, documentation, and guidance to management, accounting personnel, and operations personnel regarding accounting practice and accounting procedures
Lead role in coordinating the annual audit and quarterly reviews with independent registered public accounting firm
Lead role in coordinating with other professional service providers as required
Lead projects as assigned and works with a high degree of independence
Bachelor’s degree in accounting, finance, business administration, or related field required
MBA or Master’s degree is preferred
Minimum of four years of public accounting experience, Big 4 preferred
Minimum of seven years progressive experience in accounting, financial reporting, and related roles required
Strong problem solving and creative skills
Experience with Microsoft Dynamics AX is required, and experience with database applications is strongly preferred
Strong technical accounting, SEC reporting, and FASB expertise
Experience with purchase accounting preferred
Finance experience (capital markets, treasury, M&A, hedging, etc.) are a plus
Experience working with accounting systems and process improvements
Experience with system design and implementations a plus
Strong computer skills including Excel, Word, & Outlook and must have experience with various accounting systems

Financial Reporting QA Analyst C Resume Examples & Samples

Provide input for training programs and metrics
Facilitates ad hoc and special requests and project management requests
CPA highly preferred
Ability to manage a project in a complex and dynamic environment

Director of Financial Reporting Resume Examples & Samples

Ensure financial reporting deadlines are met
Prepares footnotes and other schedules as appropriate for all financial statements
Assist with all SEC filings and internal reporting
Assist in the Initial Public Offering of shares of stock for sale
Ensures compliance with and development of SOX controls

Financial Reporting Resume Examples & Samples

Preparation of reports and presentations for monthly Board of Management and quarterly Board of Director and relevant sub-committee meetings
Preparation of monthly management trading information
Reconciliations between financial ledgers and insurance systems
Third party statutory returns
Preparation of reinsurance credit quality reports
Market and economic analysis and competitor analysis
Participation in Solvency II preparations and related reporting (existing knowledge not essential)
Monitor financial system sanctions and management of change requests on SAP/BI system and the related interaction with Group
Assist the Finance Manager with ongoing projects

Financial Reporting & Governance Resume Examples & Samples

Ensuring that the Americas provide timely and accurate financial statement reporting according to Group policies and Group timelines
Reporting for all legal entities in the Americas – The US, Canada and Latin America
Daily oversight of the General Ledger Accounting staff and their responsibilities
Ensuring adherence to Corporate Governance policies
Maintaining the application and adherence to the Americas Internal Control Framework and procedures
Will maintain primary responsibility for the accounting of our retail companies in the US and Canada
Will supervise a staff of four people and any temporary staff as required from time to time
Collaborate with other Finance and Accounting departments and FP&A
Will coordinate and manage the day to day requirements of any external or internal audits
Oversee the calculation of Sales Commissions
Ensure that inquiries from landlords and changes to leases are addressed timely

Long GB Financial Reporting Resume Examples & Samples

Prepare financial statements and the accompanying disclosure
Undertake detailed monthly balance sheet and P and L reviews for allocated funds
Support the senior supervisor by producing high quality reports working to agreed timelines
Involvement in key automation project and continuous process improvements
Develop strong, pro-active working relationships with all internal and external customers
Assist with the implementation of the offshoring initiative
Knowledge of the IMA SORP and retail reporting
Numerate
Be qualified to degree standard and working towards a relevant accountancy qualification
Or have sound business knowledge and experience of financial services and OEIC accounting
Should be IAQ qualifies or working towards gaining this to gain T and C competency
Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience

Director of Financial Reporting Resume Examples & Samples

Directs quarterly and annual financial reporting and preparation of financial statements in compliance with SEC and GAAP regulations. Timely and accurate preparation and filing with SEC the annual report on Form 10-K and quarterly reports on Form 10-Q, including initial drafting of related MD&A’s
Prepares other monthly reports as needed for debt compliance and internal management reporting
Keeps current on new GAAP pronouncements and SEC regulations as they are released and continuously assess the impact to the Company of changing accounting practices. Effectively communicates those findings and impacts to the Company to senior management and other members of the accounting team. Establishes and implements any new reporting requirements issued by various governing bodies
Prepares statements of position to document Company policies and positions on accounting and reporting matters and field questions from external auditors
Implements accounting policies, procedures and systems as required by working with others members of the accounting team, and ensures internal control procedures are adequate, properly documented and regularly reviewed. Establishes and enhances good accounting processes and controls
Assists with monthly, quarterly and annual close processes including preparation of reconciliations, journal entries, and analysis as needed
Oversees documentation and testing of internal controls over the financial reporting process in connection with the SOX internal control requirements. Ensures compliance with policies and procedures and identify opportunities to enhance existing procedures to improve control, measurement and/or productivity
Provides technical accounting and reporting assistance and guidance to all departments when needed
Participates, as needed, in purchase accounting, integration of any acquisitions and establishes financial reporting processes for newly acquired companies
Prioritizes and handles multiple tasks and projects concurrently. Always meets filing deadlines
Assists with preparation of financial press releases and the annual proxy statement as requested
Establishes reporting calendar and causes meetings and correspondence necessary to meet the reporting calendar. Recognizes risks to the expected quality or timeliness of deliverables and is able to reprioritize and successfully manage through risks
Each employee is responsible for adhering to those performance programs, policies, procedures, guidelines and internal control standards established to guide the operation of the Company. Each employee must be made aware of and understand proper internal control procedures associated with their specific job function as communicated by his/her manager. Each employee is responsible for reporting concerns that he or she may have with respect to deficiencies in internal control
Managers and supervisors are responsible for ensuring that internal controls are established and functioning to achieve the mission and objectives of their unit. Each employee within an area under the manager or supervisor’s direction must be made aware of and understand proper internal control procedures associated with their specific job function
Managers and supervisors must acknowledge that utilization of internal controls is an inherent part of a manager’s responsibility, not a new or additional function, and assure that internal controls are supportive of and consistent with the operating mandate and philosophy of the Company
May be responsible for supervising 1-2 employees
Bachelor’s degree in accounting or equivalent degree, work experience and knowledge
Masters of Business Administration (MBA) preferred
Certified Public Accountant (CPA) is a requirement
Minimum three years with public company external financial reporting filing Forms 10-K and 10-Q with the SEC
Ten to fifteen years in accounting with progressively increasing responsibilities including a foundation in public accounting

LRM Financial Reporting Resume Examples & Samples

Manage a team of people, which may include supervisors or analysts, to achieve the departmental objectives
Participate in the planning of strategic direction for the team. Implement approved plans to achieve department/corporate goals
Plan and direct the daily activities within the operational work unit to ensure appropriate staffing and production levels are maintained to meet established deadlines
Make recommendations for assigned personnel regarding employment, career development, performance evaluations, salary changes, promotions, transfers and terminations within established policies and guidelines
Direct personnel in the adherence to standardized processes and procedures, which support both division and corporate goals and objectives
Ensure detailed procedure manuals are maintained for supporting areas. Ensures compliance with policies and requirements for internal and external auditors for all assigned responsibilities
Plan and develop departmental budgets in accordance with established guidelines. Administer compliance to meet budgetary goals and negotiates changes as required
Monitor processing results to ensure effective measures/processes are in place to mitigate risks associated with fraudulent trends/patterns
Perform special projects as assigned in the general areas of problem identification and resolution, performance and productivity improvements as well as quality enhancements
Provide application support, which includes problem research, analysis, resolution and on-call support
Bachelor's degree in business or related field or equivalent education and related training
Six years of banking experience, including three years of fraud experience
Three years as a LRM Fraud Supervisor or equivalent work experience
Expert knowledge of fraud detection processes and/or systems
Analytical, planning, problem solving and quality control skills
Above average time management, people management and negotiation skills
Highly effective interpersonal and communication skills
Thorough understanding of process and production management principles
Ability to manage daily activities for a small operation
Ability to work flexible hours and travel as needed, occasionally overnight

Director of Financial Reporting, NY Resume Examples & Samples

Preparation and filing of SEC periodic reports such as Forms 8-K, 10-Q and our Annual Report on Form 10-K. Preparation and development of the financial statements and disclosures included in management’s discussion and analysis
Assists in the preparation of other SEC filings such as registration statements and DEF 14A
Ensures compliance with all SEC, FASB, NYSE and eventual IFRS rules and regulations
Develops and manages SEC filings related to XBRL reporting
Coordinates, directs, plans and executes all aspects of the quarterly reviews and the external audit process
Assists with the review and preparation of the quarterly and annual earnings release
Manages share-based compensation accounting, reporting and disclosures
Conducts, supports and assists with the internal controls function and the initial implementation and ongoing Sarbanes-Oxley 404 compliance requirements
Leads all technical accounting research efforts. Analyzes, researches and concludes on new and proposed accounting, reporting and disclosure standards issued by the SEC and FASB and prepare memorandums regarding the Company’s position and impact on the Company
Writes, implements and ensures effective and practical implementation of company accounting policies
Assists in recruiting, training and evaluating staff; assists in developing and implementing continued training for professional accounting associates
Liaison with finance department, internal legal counsel and external independent auditors
Seven to ten (7-10) years of experience at a top public accounting firm and at a public company
Bachelor’s degree required, CPA required, MBA preferred
Ability to stay knowledgeable about, research and reach well-reasoned conclusions on technical accounting issues

Director of Financial Reporting Resume Examples & Samples

Directs the activities of any employee reporting to this position to include making work assignments and makes the most effective use of their time and talents
Provides accurate and timely financial reporting to the company management, which includes monthly reporting package
Responsible for stock based compensation expense calculations and other complex accounting considerations
Partner with business leaders to provide insightful financial information to management and stakeholders
Responsible for the accurate and timely consolidation of domestic and international subsidiaries
Coordinate and manages all external audit requests including requests made in conjunction with the year-end audit, annual bank audits and 401(k) audits
Oversight for the preparation of audited financial statements and accompanying footnotes in accordance with accounting principles and the completion of the annual audit
Oversees the preparation of technical accounting research and documentation of accounting conclusions
Establish and maintain accounting practices to ensure accurate and reliable data necessary for business operations
Maintain and apply current knowledge of generally accepted accounting principles
Provides for adequate training of department personnel
Recommend improvements to the company’s internal controls over financial reporting
Thorough knowledge of U.S. GAAP
Positive working relationships with internal and external parties (auditors, attorneys, etc.)
Experience in a fast paced environment
Advanced Microsoft Excel skills, must be fluent with pivot tables and vlookup functions
ERP experience a must
Must be extremely detail oriented and able to multitask
Proven track record partnering with other departments
Demonstrates an interest in business topics (e.g., reads Wall St. Journal, competitor’s financial statements)
CPA certificate preferred

Director of Financial Reporting Resume Examples & Samples

Strong and extensive knowledge of SEC reporting and US Generally Accepted Accounting Principles (GAAP)
Strong attention to detail, demonstrated integrity and professionalism
SOX and internal controls experience
Ability to multitask and prioritize diverse tasks
Excellent project managerial and interpersonal skills. Ability to motivate teams and simultaneously manage several projects
Proven ability to perform under pressure and stress and to adjust plans to meet changing needs and requirements
Bachelor’s degree (B.S.) in accounting or finance
Minimum 7 years in top-tier public accounting firms and/or public company environment

Manager of Financial Reporting Resume Examples & Samples

Prepare and review SEC external reporting documents, including preparation of footnote details
Manage XBRL reporting
Assist with the coordination of annual audit and quarterly review activities of external auditors
Act as the technical resource for the worldwide accounting teams
Support month end and year end closings, including the preparation of complex accounting entries and reconciliations
Accounting for share-based compensation plans
Requires a Bachelor’s degree in Accounting
A minimum of 5-7 years related work experience is required; public accounting experience preferred
Must have extensive knowledge of US GAAP and SEC requirements
Exceptional problem-solving, organizational and analytical skills
Experience working on cross functional teams, multitasking and managing time independently
Proficient with Microsoft office Suite (i.e., Excel, Word, etc.)
5 - 7 Years

Avp-financial Reporting Resume Examples & Samples

External statutory guidance and review to support the reporting process for results announcements and annual reports
Internal business unit reporting to monitor movements on a more regular basis
Enrichment of underlying trade level data to support FSA Stress testing analysis and balance sheet management initiatives
Support new IFRS and FSA reporting requirements by providing support and guidance
To act as the review and challenge over the financial reporting processes and numbers to ensure high levels of control are maintained at all times
Projects
Supporting other internal initiatives to report to the business to aid their decision making
Liaison with auditors to support the external reporting process

Finance, Controllers, Financial Reporting Resume Examples & Samples

Monitor public earnings and financial information released by GS and global peers and flash certain information to senior managers in real time
Collect and maintain a database of comparative financial information for GS and global peers
Prepare and distribute a detailed quarterly Competitor Analysis Pack for senior managers
Prepare and review competitor information in internal and external presentations
Analyze quarterly earnings, SEC and regulatory reporting disclosures of competitors
Work with our team and other internal teams to understand ongoing information needs and adapt our data collection, analysis and process
2-4 years public accounting (audit) experience, preferrably with financial institution clients
Self-starter with ability to work in a fast-paced environment under challenging deadlines
Strong Excel skills. Word, Powerpoint, and Hyperion Essbase skills are a plus

100

Quality Assurance Financial Reporting Resume Examples & Samples

Analyzing critical CFR and LOB metrics and performing detailed risk and control assessments to identify areas requiring detailed testing
Planning specific testing strategy for high risk areas
Testing techniques will include sampling of end to end transaction processing(back to source documentation), and resulting balances reported externally, as well as the effectiveness of key controls and documentation (including RCSA)
Testing will extend into LOB’s. Where an LOB has a dedicated QA function, coordination of approach will be required and the testing of the LOB team may be relied upon when it satisfies the testing strategy identified by the CFR team
Presenting recommendations including opportunities to strengthen internal controls as well to improve operational efficiency
Managing a centralized QA governance forum to ensure proper collaboration and coverage with LOB aligned QA functions
Meeting frequently with Audit and Finance Control Team to ensure proper coverage and eliminate duplication of efforts
Strong leadership skills – both in words and actions – ability to drive overall agenda
Strong ability to understand the big picture while maintaining a detailed focus on reporting
Effective communication skills – clear, concise, and appropriate method of delivery
Strong relationship building skills – partnering and networking
Strong accounting skills
Flexibility – dynamic market/regulatory environment requires adjusting of priorities
Ability to manage multiple projects concurrently
Ability to raise issues to the appropriate level of authority

101

Financial Reporting Administrator Resume Examples & Samples

3 years full-time experience gained in an auditing or accounting role
Numerical skills, analytical skills, displaying a competency towards accuracy and attention to detail
Be proactive, enthusiastic, have a good work ethic and possess good organisational, time management and interpersonal skills
Knowledge of excel and word
At least 1 years experience in the funds industry

102

Director of Financial Reporting Resume Examples & Samples

Bachelor's degree in Accounting required
CPA and GAAP knowledge required
7+ years of Accounting experience
Prior industry experience within a financial services or real estate firm preferred, whether corporate or public accounting
Must be a self-starter with the ability to work in a dynamic environment
Strong MS Excel skills required, including pivot tables and formula writing

103

Non-group Financial Reporting Resume Examples & Samples

Managing the year end and half year end non-group financial statement process for approximately 180 funds for MIML and other Macquarie RE with interaction with Global Financial Services (GFS), operations, auditors and the business
Managing the year end process for our offshore funds and liaising directly with external administrators and managers
Acting as the Legal Entity Controller for funds including reviewing monthly general ledgers and liability reconciliations
Managing tax returns (e.g. annual income tax returns and quarterly BAS returns) for all funds
Managing staff in offshore finance location
Planning and coordinating priorities and deliverables for the non-group financial reporting team including preparation and communicating of monthly KPIs

104

Head of Financial Reporting Ireland Resume Examples & Samples

Take responsibility for all aspects of accounting and delivery of high quality information for corporate reporting month end to local stakeholders and IVZ group. This includes co-ordination of outputs from multiple sources, and review of information to ensure efficient and accurate reporting within tight deadlines
Be responsible for all audits: corporate, statutory, SOX, and internal audits for the Irish and certain CE entities
Manage all finance related regulatory reporting including co-ordination of reporting with local management. Plan for regulatory developments and implement efficient solutions to meet changing needs
Be responsible for Tax compliance including VAT and Corporate Tax returns
Act as an integral part of the European Finance Management team and represent Finance at senior management meetings. Support group initiatives and plan for local implementation of global initiatives with colleagues worldwide
Lead projects from concept to delivery, and explore ideas and solutions to continuously improve processes. Initiate and seek stakeholder buy-in for projects to enhance the reporting capability and profile of the finance team
Develop, mentor and train staff in the Finance team, and lead teams as required
Engage with non-Finance colleagues on a cross functional basis to support ad hoc local, European and Global initiatives
Professional Accountancy qualification with solid proven post qualification experience
Preferably from a practice background with multinational Financial Services experience in a corporate accounting environment
Management experience essential
Knowledge of Oracle Financials would be an advantage
Ability to identify improvement opportunities & translate same from concept to delivery
Strong Excel and computer skills
Advanced accountancy skills
Professionally qualified accountant, ACA or ACCA preferable
Excellent communication and inter personal skills required (written and oral)
A team player with an assertive personality; willing to contribute constructively to the development of the overall finance function
Ability to prioritise and work well under pressure

105

Senior Manager of Financial Reporting Resume Examples & Samples

Lead the preparation of financial reports including the monthly internal financial statements, as well as the quarterly reporting packages to Corporate to enable preparation of SEC reports including 10K and 10Q
Researches and establishes new policies and procedures and determines the accounting principles to be followed in the business units
Monitors the recording of Company transactions, classifications and reconciliation of account balances in accordance with Company policies
Oversees the monthly close and leads the close call process with different stake holders
Responsible for planning and executing the quarterly and annual external audit
Responsible for doing analytics for the monthly SG&A as well as lead the annual budget process for SG&A cost centers
Lead key project initiatives within the company by overseeing project teams, assignment of responsibilities and facilitation of regular meetings for timely goal attainment
Mentors, coaches and evaluates staff members. Develops employees through orientation, training establishing objectives, communication of rules, constructive discipline. Builds employee morale and motivation
BA/BS degree in Accounting or Finance. A Masters in Accounting, Finance or Business Administration is highly desirable
CPA – Certified Public Accountant is highly desirable
8+ years of experience in corporate accounting, external reporting and GAAP research. Big 4 Public accounting experience preferred
Knowledge of GAAP, SEC regulations and Sarbanes-Oxley requirements
Experience presenting to and coordinating senior level meetings, including preparation of agendas, documenting meeting minutes, sending out documents to attendees
Experience communicating verbally (phone, one-on-one) and in writing (email, letters, reports, other correspondence) to varying external and internal contacts
Intermediate level skill in Microsoft Office: Word (creating and modifying text styles, numbering and sorting lists, working with sections and columns, formatting tables, and using templates and using diagrams and drawing tools), Excel (formatting text and borders of cells, working with workbooks and worksheets, using range names, referencing cells, sorting, and auto filtering) and PowerPoint (creating presentations, adding and removing slides, entering and formatting text, applying design templates, modifying masters, inserting graphics and objects, creating handouts). Tier 1 ERP experience (i.e, SAP) is preferred
Experience in coaching, mentoring, evaluating and training staff

106

Director of Financial Reporting Resume Examples & Samples

Preparation of financial statements for SEC filing (10-Ks and 10-Qs)
Preparation of financial statements in accordance with GAAP
Ensure SOX compliance for all accounting and financial reporting areas
Management responsibilities for accounting teams
Ensure department is up to date for all SEC reporting regulations
Current experience with SEC filings
Public Accounting, specifically Big 4, experience is preferred
7+ years of financial reporting experience

107

Financial Reporting Quality Assurance Analyst Resume Examples & Samples

Contribute to quarterly Accountability process, which includes the business view breakdown of the key regulatory reports, distribution of the corresponding flat files containing transactional level data, liaising with Product control to ensure timing review and sign-off from business, supply Regulatory Reporting Unit with exceptions identified for report update prior to filing, identify root cause and action plan for exceptions, calculation of corresponding metrics, and governance support
Develop and enhance existing processes that perform a comprehensive review of static data attributes, which support financial and regulatory reporting. Specifically, ensure accuracy and integrity at the transaction record level by cross checking against upstream risk management, and settlement systems, analyze customer and instrument static data to identify inconsistencies and ensure integrity, run review parameters on a daily basis and work with underlying reporting groups to address and correct identified exceptions, document data exceptions and ensure that they are communicated accordingly, including required action plans
Conduct transactional review of all bank / subsidiary regulatory reports. Specifically, run the QCAP process for each of the underlying reports on a quarterly basis. Document exceptions, identify root cause, and notify regulatory reporting unit for report update prior to filing
Prepare report trend analysis and commentary that identifies business drivers for material period changes. Ensure trend/commentary is provided to regulators on report filing date
Reply to regulator questions regarding corresponding regulatory report filings
Participate in new business initiative process, and prepare detailed impact analysis of transaction on underlying regulatory reporting
Work with offshore team, and ensure complete review of work product
Document the functional control requirements and operating procedures
Work closely with the Financial and regulatory reporting team to coordinate accurate reporting across both areas
The role requires strong communication skills, as it faces off with areas within Finance, Operations and Front Office management
Four year bachelor degree or international equivalent (Finance/Accounting preferred)
2 – 3 years of experience in U.S. bank regulatory reporting
BA/BS Accounting
Derivative product knowledge
Proficient in MS Office applications (MS Excel, MS Word and MS Access)
Working knowledge of Axiom reporting software

108

CIB Ops-hedge Fund Financial Reporting Resume Examples & Samples

Minimum of 8-10 years in the financial services industry and 7 years in the hedge fund industry
The ability to manage change and deliver results
Strong organizational skills, concerns for quality & accuracy and working to strict deadlines
Ability to work independently and as a key member of a group

109

Director of Financial Reporting Resume Examples & Samples

Build out processes and team to provide world class reporting
Manage process with external auditors and administrators during annual audits
Preparation/compilation of supplemental reporting packages
Preparation of XBRL related data
Minimum of five years of Public Accounting Audit experience or Public Company SEC Reporting experience
Experience in the financial services or asset management industries is preferred
Must be proficient in the use of Microsoft Excel and Microsoft Word

110

Financial Reporting Service Specialist Resume Examples & Samples

Serve as the primary point of contact for EPAS corporate clients' financial reporting team members
Troubleshoot clients' issues and provide solutions related to the use of the Financials Online platform
Assist clients with complex analysis and reconciliation of financial reporting data
Quickly and accurately address client questions via email and/or phone
Provide support during month/quarter/year end reporting cycles
Identify ways to improve the relationship and drive client loyalty by suggesting process improvements and product extensions that could positively impact overall client satisfaction
Ensure each client's financial reporting team is aware of new reports and functionality on the Financials Online platform
Conduct Financials Online demonstrations for existing corporate clients and sales prospects interested in utilizing the platform
Share 'Best Practices' and advise clients on the best use of the platform
Provide client training on the Financials Online platform via LiveMeeting as needed
Lead short-term special projects with clients and meet or exceed their expectations
Manage multiple tasks and timelines simultaneously and prioritize client escalations
Determine ways to enhance internal processes to increase productivity and effectiveness
Collaborate with internal partners on inquiries and corrections
Be the Financial Reporting lead on cross-departmental projects
Partner with ISD and Product Teams to assist with improvements to the Financials Online platform
Collaborate with RTB ISD Team to create and execute scripts needed to query and update data in Financials Online platform based on client requirements
Work with Implementation Team to ensure a smooth transition for new clients coming on the Financials Online platform as well as clients who have corporate actions
After a training period, expected to have a working knowledge of the accounting rules for share-based compensation under ASC 718
Responsible for compliance with SSAE16 SOC 1 procedures

111

Financial Reporting Ccar Wholesalel Production Analyst C Resume Examples & Samples

Superb problem-solving skills; experience in working with a variety of financial platforms, good technical expertise
Strong Microsoft Office, General Ledger Platforms, Product Processors, and Data Warehouses experience
Self-motivated with the ability to make decisions in the absence of detailed instructions

112

Financial Reporting Ccar Production Manager C Resume Examples & Samples

Bachelors/MBA degree, CPA/CFA preferred
6-10 years experience working in an accounting/finance environment, including familiarity with financial systems
Accounting, Regulatory reporting, familiarity with banking products, Audit and/or Risk and Control experience
Operations and Product knowledge, Project Management experience
Strong interpersonal skills and ability to work with multiple functions (Corporate Reporting, Finance Risk Operations Technology)
Proficiency in MS Office Products (Excel, Word, PowerPoint)
Working knowledge of FRS, Pearl, Ruby, GL platforms and other data warehouses
Familiarity with BlueWorks
Knowledge of accounting and financial/regulatory reporting
Ability to grasp and master new concepts/requirements and related product/functional knowledge
Strong organizational and planning skills to manage a large number of requests
Attention to detail with a high degree of control and emphasis toward quality
Excellent verbal and written communication skills and ability to facilitate discussions
High caliber team player with good judgment, flexibility and productivity
Quick learner, customer focused with ability to multi-task and work in a fast paced changing environment
Forward looking with ability to mitigate and overcome any challenging roadblocks. Must have “can do” attitude
Ability to work well under pressure and manage to tight deadlines or unexpected changes in expectations or requirements
Strong relationship and teamwork skills with hands–on approach

113

Baam-financial Reporting Intern Resume Examples & Samples

Assist in the review and management of 200+ Fund of funds and hedge funds
Perform quality reviews of financial statements
College degree required (with accounting concentration preferred)
Ability to summarize issues, develop recommendations and make decisions

114

Manager of Financial Reporting Investments Resume Examples & Samples

Managing a team of two to four financial analysts (coaching, mentoring, etc.)
Reviewing and recommending accounting policies, procedures, and process improvement
Managing the month end close process including preparation and review of financial statements
Communicating financial results to executive team to assist in the decision making process
Coordination of annual budget process

115

Financial Reporting Ccar Control & Analytics Analyst C Resume Examples & Samples

The incumbent will partner with other team members and ensure reviews are administered timely and thoroughly
Liaise with Operations and Product Control to obtain source system data necessary for the review and analyze data for inconsistencies
Minimum 5 years of Financial and US Regulatory Reporting, US GAAP; experience working in large Financial Services or Banking Multinationals
Minimum of 5 years working knowledge of banking products and services, especially loans, deposits, investment securities and derivatives
Ability to communicate effectively with all levels of management

116

Lead Accountant Consolidations & Internal Financial Reporting Resume Examples & Samples

Assist with month-end consolidation and trial balance submission to Verizon (AOL’s parent company)
Record the financial statement impact of unique transactions (ex. NCI, dividends payable, tax provision, etc.)
Analyze and review intercompany transactions
Evaluate foreign currency transactions and the related FX impact
Assist with the monthly close package and prepare various SEC reporting schedules
3-5 years of corporate accounting or public accounting experience, and a B.S. in Accounting

117

Financial Reporting Director Resume Examples & Samples

Coordinate and prepare SEC filings (including 10-Q, 10-K, Proxy and Form 4’s)
Oversee and direct the preparation of earnings release tables
Coordinate annual external audits and quarterly reviews
Maintain internal and external accounting and reporting calendar and help manage worldwide close process
Lead all world-wide accounting and reporting research efforts
Provide accounting/finance support for complex business transactions, including conducting due diligence in coordination with legal counsel, other internal departments and external auditors
Assist in preparation of materials for the Audit Committee
Actively build the capability of others through relevant, timely balanced feedback; coaching and teaching
CPA license with active status required
Minimum of ten years professional experience in accounting, reporting or finance with three years SEC reporting experience within a public company or public accounting firm
Minimum of three years in a supervisory role
Public accounting/private industry experience mix strongly preferred
Public accounting (Big 4) experience strongly preferred
Working ability to lead difficult performance discussions
Expert ability to positively model the organization’s commitment to integrity, diversity, inclusion, and maintaining a respectful workplace
Expert knowledge of current U.S. GAAP, SEC reporting requirements and internal controls over financial reporting
Expert knowledge of Microsoft Excel and Word

118

SAP Financial Reporting Developer Resume Examples & Samples

Develop SAP Business Objects reports and dashboard solutions for the Financial Business users
Work with business in creating and/or updating Rapid Data Mart reports
Write all Functional and Technical Reporting Specs and review with business
Work directly with BI team members to confirm technical requirements and clarify business rules required. Follow PVH standards
Develop and Support all SAP BO report objects
Provide analysis and capability to resolve support issues
Must have a solid foundation of experience in SAP Business Objects XI 3.0 or above with multiple client/project exposure
5-10 years of experience with Business Objects suite 3.x and 4.x and Should be very strong in complex report development using SAP BO 4.1 - using Web Intelligence, Crystal Reports
Excellent SQL skills using RDBMS databases, including Oracle Database 11g R2, UDB DB2 and MS SQL 2000, including complex queries, sub-queries and inner and outer join expertise. Proficient in SQL – Query development and performance improvements
Experience with SAP Data services ETL tool is a plus
Experience on working with SAP Rapid Data Marts is a plus
SAP FICO Experience a plus
Effective communication - communicates effectively and at the right level based on the audience
Problem Solving - Defines business solutions with a diverse set of input for problems that may not be clearly defined
Cross Functional Coordination - Coordinates input and participation from diverse set of IT application team
Analytical - Synthesizes complex or diverse information; Uses experience to interpret data to Design Reports and dashboards

119

Financial Reporting & Technical Accounting Manager Resume Examples & Samples

6+ years of Public Accounting and/or Private Industry experience
Solid Technical Accounting experience
Previous experience with Fas 123R / ASC 718, Fas 133 / ASC 815, Fas 140 / ASC 860, Fas 159 / ASC 825-10, Financial Reporting / Statement Preparation, GAAP, and SEC Reporting

120

Head, Financial Reporting Resume Examples & Samples

Build strong relationships across functional teams (Risk, Legal, Compliance, etc)
Partner with colleagues in each of the line of business controllers organizations for purposes of receiving quarterly performance analysis and discussing issues, clarification, advice and resolution
Establish and maintain strong working relationships with internal and external auditors
Required: CPA, Bachelors Degree in Accounting or related field
8+ years of experience in the financial services industry
Solid understanding of US GAAP and SEC regulations and their application to the preparation of financial statements, in particular Management’s Discussion and Analysis
Expert ability to collect, document and analyze data and results, including developing and communicating recommendations
Strong relationship management and relationship building skills
Expert ability to initiate and build required internal networks/working relationship with senior management at all levels and across all lines of business
Clear and articulate communication skills (both verbal and written)
Strong ability to influence with and without authority
Excellent prioritization skills and ability to determine when and how to escalate issues in a complex multi-jurisdictional environment
Advanced computer skills and knowledge of Microsoft Office (Power Point, Excel, Word, etc.)

121

Business Solutions Expert Financial Reporting Resume Examples & Samples

Perform financial modeling, reporting, and analysis in support of annual business planning, monthly closing, and portfolio scenario simulations
Exercise knowledge of overall business strategy and operations, including business processes, cost components and drivers of these measures
Assist in the management of portfolio investment, strategic alignment and/or project, portfolio budgets, including approval, execution and forecasting
Support management of depreciation scheduling and forecasting
Support management on planning, forecasting and actuals for the projects and portfolio
Provide important business information and support ad-hoc reports as needed
Support the creation of materials for various management meetings and reviews
Create and drive the critical metrics for financial reporting on projects and portfolios
Provide timely and accurate updates to the Program Manager and/or Portfolio Director as requested
Partner with the Enterprise Program Management Office to develop and execute a plan to improve business processes as it relates to dashboard reporting controls
Working with large data sets and extracting useful recommendations and conclusions
Understands the business from several points of view and aligns IT&S processes to address critical information and requirements
Ensure all Service Level Agreements are met for the Financial Monthly and Quarterly reports
Participate in the annual planning and review sessions to provide insights for setting the priority of the projects, budgets and resource capacity versus demand to deliver the portfolio for all current and annually fiscal forecasted work
Identify trends and process improvement opportunities and efficiencies across the PMO
Build relationships with the program team and stakeholders to drive the best practice dashboard reporting across the organization
Leverage strong written and verbal communication skills to deliver reports and presentations to management
Provide assistance with other projects when needed
Sound knowledge of the Bank’s Overall Strategy and related priorities
Comprehensive knowledge of the Bank’s Technology Blueprint
Strong business acumen competency to align both business objectives and Program Management Office strategies with corporate goals (Financial, Customer, Operational & People) to maximize shareholder value
A self-starter who is able to work independently
Ability to manage shifting priorities and to prioritize tasks
Strong diagnostic skills followed by good ability to evaluate options/alternatives and develop solutions/recommendations to complex and multi-dimensional problems/issues
Strong project management skills and effective execution skills to ensure successful delivery/implementation of special initiatives, products, processes and policies
Strong team focus to work closely with assigned client group and peers

122

AVP, Financial Reporting Group Resume Examples & Samples

Able to analyze and accurately project FTE efforts for new, organic, or existing business
Ensure updates and maintenance of the team’s KPIs and KRIs are accurate and complete
Review foreign regulatory filings related to annual financial statements
Assist the Accounting team with audit questions related to the financial statements
Able to interpret new accounting pronouncements and lead the implementation of the respective changes to existing workflows
Ensure team is escalating critical issues to Team Leader, Head of Operations and Relationship Management
Act as technical and knowledge resource to the team/business unit
Manage a team’s operational deliverables to mitigate production spikes by identifying production peaks and valleys within the team and continuously assessing resource allocation
Minimum of 4 years experience in financial services operations whose job requirements involve the use of general accounting concepts and preferably the preparation of financial statements, 2 of which preferably include staff management

123

Financial Reporting Systems Manager Resume Examples & Samples

BS or BA in Accounting, Finance, MIS or related field. MBA preferred
7 plus years of relatable experience
Strong knowledge of strategic financial analysis, financial and operational planning concepts, budgeting, and strategic planning concepts
Experience with Cognos; SAP BPC or similar products
In-depth analytical and process experience including heavy use of enterprise planning systems
Assertive, Strong Communication, Confident
Management of small teams
Change Management and Process Improvement Experience
Ownership of Financial Reporting Systems
Project Management; Strategic Planning and Analysis
Collaborate with business, technical and project teams
Partner with Business Intelligence teams to design efficient data models for reporting and analysis purposes
Manage and mentor a small team
Dependably execute a system of performance management that provides opportunities for individual and team development, cross-training, learning and productive and honest feedback
Create business process flows
Ad Hoc Financial Analysis

124

Financial Reporting & Technical Accounting Manager Resume Examples & Samples

Manage the external reporting process, including accurate reporting in compliance with GAAP and SEC rules and regulations
Act as key point of contact and resource for specific accounting and complex technical issues
Keep current on new and proposed regulations and assess and address the impact to the organization
Provide support and assistance in planning and coordinating process and control documentation as part of Sarbanes-Oxley
Bachelors Degree in Accounting or similar field
Minimum of six years of relevant experience – which could entail public accounting experience, direct financial reporting experience, or a combination of both
Strong understanding of GAAP and SEC reporting requirements as well as previous exposure to complex accounting
Excellent communication as this role is highly visible and interacts across the organization
Ability to manage multiple projects and priorities effectively

125

Manager of Financial Reporting & Compliance Resume Examples & Samples

Assist with the coordination and creation of external SEC financial reporting requirements (Form 10-K, Form 10-Q, Form 8-K, Registration Statements, Non-GAAP financial measures, etc.) and management of communications with Aramark personnel and external auditors related to such documents
Coordinate and review XBRL tagging in support of SEC filings
Maintain a working knowledge of accounting transactional processes impacting Aramark, internal to Aramark and outsourced to other providers (where applicable)
Evaluate accounting pronouncements and regulations (U.S. GAAP primarily) and the formulation and dissemination of U.S. GAAP and SEC guidance and policy
Assist with providing collaborative support for Aramark’s Corporate Treasury, Tax, Legal, Investor Relations and Planning and Operations Finance departments and ensure coordination around major accounting triggering events
Account for basic and diluted earnings per share and equity transactions, including share-based compensation expense
Preparation and review of internal reporting, including account analyses of balance sheet and income statement trends and statement of cash flows
Review purchase price allocations for business combinations
Assist in providing for an adequate internal control environment
Assist with and manage special projects related to technical accounting pronouncement introductions and changes
Bachelor’s degree in accounting or finance and a CPA
A minimum of five years experience in accounting with a major public accounting firm or combined public accounting and corporate experience in a financial reporting role
Demonstrates competence in financial accounting and reporting, along with an in-depth knowledge of SEC reporting
Ability to set and meet strict deadlines
Excellent organizational, problem solving and communication skills are required
Proficiency with MS Office, Oracle and Discoverer preferred

126

Director of Financial Reporting Resume Examples & Samples

Review quarterly, semi-annual, and annual financial information and analyses
Manage process with external auditors and administrators during annual audits and reviews, including tying out numbers and completing required audit schedules, work papers and other documentation
Preparation/compilation of board of director’s materials and supplemental reporting packages
Assist with special projects for the various funds
Minimum of five years’ of Public Accounting Audit experience or Public Company SEC Reporting experience
Experience in the Financial Services or asset management industries is preferred
Mutual fund experience

127

Sterling Capital Management Financial Reporting & Risk Analyst Resume Examples & Samples

Gather and document reporting requirements and manage the production of reports which may include, but are not limited to, financial and quality metrics (e.g. Risk Assessment, Quality Assurance, etc.)
Lead projects as directed and initiate process improvements
Research, analyze and retrieve financial data to prepare accurate reports; interpret, explain and comply with prescribed laws, rules, regulations and procedures. Monitor, audit, reconcile and balance a variety of budgets, financial data and transactions. Maintain complex records. Perform mathematical computations quickly and accurately
Prepare or review and approve journal entries to ensure that they accurately record the company’s financial transactions in the proper period. Ensure that supporting documentation is maintained
Design, implement and document more complex accounting and reporting process workflow and controls for assigned accounts and subsidiary accounting systems, including reconcilement and monitoring processes and controls
Design, prepare or review, submit and interpret reports related to financial performance, internal control compliance, annual financial plan, budget or forecast variances for assigned area of responsibility
Maintain a working knowledge of GAAP and regulatory reporting requirements applicable to assigned area of responsibility. Review and modify controls as appropriate to ensure consistency with GAAP, industry regulations and corporate policies and standards relative to risk management and reporting
Assist in the creation of accounting policies and standards related to area of responsibility
Assist in the review of assumptions and calculations employed in significant financial models for consistency with GAAP, industry regulations and corporate policies and standards. Ensure that changes to models and assumptions are tested and implemented in conformity with corporate policies and standards
Ensure that responses to auditor/examiner requests for information are complete and accurate. Responses to External and Regulatory requests are to be made in collaboration with Accounting Policy. Ensure prompt remediation of any issues identified
Ensure complete and accurate data capture, categorization and summary to facilitate required reporting for ongoing operations and merged/acquired entities by working with assigned line of business operations, administration, data center and/or IT support
Bachelor’s degree in Business or related field or equivalent education and related training
Seven years of relevant experience
High analytical and problem-solving skills with a clear ability to add value through creative thinking, in-depth, and disciplined analysis, and effective monitoring of metrics and results
Excellent quantitative/analytic skills and ability to influence strategic direction, as well as develop tactical plans

128

Manager of Financial Reporting Resume Examples & Samples

Prepare and/or supervise preparation of consolidated financial statements on both a GAAP and Statutory basis
Lead the performance of financial statement analysis
Monthly, quarterly and annual financial closing process
Ensure that all financial statement supporting documentation (i.e reconciliations) has been completed
Assist in the preparation of financial statement footnotes and supporting schedules
Supervise and consolidate submissions of annual plan and subsequent forecasts for the senior management
Key liaison for ad-hoc financial requests
Work with external auditors and provide necessary documentation
Minimum of five years’ related experience, insurance accounting experience required
Familiarity with GAAP and Statutory reporting regulation and requirements
Excellent advanced Excel, Access and database query abilities

129

Director of Financial Reporting Resume Examples & Samples

Oversee company SEC reporting including 10-Q and 10-K filings
Maintain all accounting policies and procedures in accordance with GAAP
Assist with mergers and acquisitions and the due diligence process
Oversee all internal controls over external reporting
Manage a team of accounting professionals
10 + years of progressive reporting experience
CPA with Big 4 (preferred) or large regional public accounting experience
Strong understanding of GAAP, SOX compliance, and SEC reporting

130

Financial Reporting Resume Examples & Samples

Act as a leader and thought guru on all things new and emerging in the area of Financial Reporting
Provision of advice to firms in the application of standards such as IFRS, IrishGAAP and USGAAP
Compilation and presentation of material directly associated with Financial Reporting for presentation to Management and clients. This would include items like factsheets and learning material etc
Provision of training to colleagues on new Financial Reporting initiatives
Act as a point of contact to external regulatory bodies as well as representing the firm at individual Financial Reporting Committees
Oversight of accounts software to ensure accounting outputs are concurrent with current standards

131

Financial Reporting Project Accountant Resume Examples & Samples

Building temporary and long-term financial consolidation solutions
Assisting with the implementation of a new consolidation system
Ensuring the transition of accounting knowledge from the seller
Harmonising accounting policies with the wider Group
Managing any GAAP conversion requirements)
Assistance with the preparation of quarterly and annual financial information
Consolidation of newly acquired entities results
Liaising with reporting entities to resolve issues and understand the information reported
Assistance with the consolidation into the wider Group accounts
Assistance with the preparation of forecast information

132

Senior External Financial Reporting Resume Examples & Samples

Prepare financial statements, footnotes and related disclosures in compliance with GAAP and SEC required disclosures
Prepare, analyze and/or review supporting information as requested by external auditors
Analyze and review financial reports to ensure the integrity of the Company's financial reports are in compliance with the Company's Accounting Policy Manual and are prepared in accordance with internal control objectives
Perform the initial preparation of various U.S. Department of Commerce reports with a supporting documentation binder
Assist with financial reporting projects or components of projects for the Accounting department as necessary, including SOX matters and accounting research projects
Drive process improvement in the development of financial information using SAP
4 year degree in Accounting/Finance
Exposure to public reporting requirements through preparation or auditing (10-Q, 10-K)
Accounting experience within a publicly traded company
CPA license and graduate accounting degree preferred
Leadership, good communication skills as well as interpersonal and process improvement skills
Proficient computer skills including having worked with major ERP systems and Microsoft Office is required
Experience with SAP preferred but not necessary

133

Senior Accountant of Financial Reporting Resume Examples & Samples

Review, compile and analyze accounting and financial information across the organization to assist in preparation of the consolidated financial statements and related disclosures
Research and document technical accounting issues in accordance with GAAP
Draft SEC documents including the 10Q and 10K and other periodic filings
Assist in preparation and coordination with external auditors with regard to the areas of financial reporting and accounting issues
3+ years of experience in public accounting and/or 5 years of progressive corporate accounting experience
Direct experience in consolidations and preparation of financial statements

134

Financial Reporting & Compliance Accountant Resume Examples & Samples

Serves as a member of the financial reporting team. Complete assignments related to the Institute's annual financial report, affiliated organization financial reports, the President's annual report, and financial performance metrics as assigned by senior management
Coordinate submission of financial reporting information to external governing bodies and audit teams
Perform reviews of accounting and finance transactions including but not limited to Journal Entries, Agency Funds, and Prior Year Purchase Orders to analyze and monitor compliance with internal controls, policies, procedures, and regulations
Prepare reports of results for senior management use identifying current weaknesses and opportunities for improvement
Assist with month-end and year-end close out activities as directed by senior management
Manage departmental annual budget preparation and monthly budget amendment process
Lead special projects as directed by senior management
Lead training classes for campus users to ensure compliance with policies, procedures, and regulations
Manage Human Resources and Purchasing Card activities for the department; serve as purchasing card coordinator for the department
Perform other related duties as assigned
Education:Bachelor's degree in Accounting, Business, or related field, or equivalent combination of education and experience
Work Experience:Four to five years of job related experience
Skills:This job requires proficiency with Microsoft Office; requires strong attention to detail, excellent customer service skills, ability to effectively multi-task, and ability to work with all levels of management and staff; excellent oral and written communication skills and effective time management skills
Preferred Education:Master's degree in Accounting, Business, or related field preferred
Preferred Certifications:Certified Public Accountant (CPA)
Preferred Skills:Experience with financial reporting and financial statement preparation in a college/university environment; experience with auditing and financial compliance activities; experience with PeopleSoft Financials General Ledger or equivalent financial system experience; experience using independent judgment and action to solve complex problems

135

Director of Financial Reporting Resume Examples & Samples

Perform research and provide guidance on technical accounting issues on a range of accounting topics including mergers, acquisitions, divestitures, revenue recognition, investments, etc
Implement the new revenue recognition standard for the recently issued accounting pronouncement
Prepare comprehensive position papers that document and support the Company's accounting conclusions reached on specific transactions and/or upon adoption on new accounting guidance
Maintain internal controls and procedures to ensure effective risk management and compliance with Sarbanes-Oxley § 404
Provide support to the Company's external auditors during audits and interim reviews
Participate in special projects and/or ad-hoc requests as they arise
Bachelor's degree in accounting with 8-15 years of experience in a public accounting firm and/or public company
Large international public company experience
Ability to work both collaboratively and independently to proactively address accounting related matters and other solutions
Ability to focus with an attention to detail

136

Tax & Financial Reporting Compliance Specialist Resume Examples & Samples

Prepare and oversee various tax returns including federal and state income tax returns, property tax returns, sales and use tax returns, and payroll tax filings
Determine tax reporting compliance for federal and state income, property, sales and use, and payroll taxes
Determine accounting impact and general ledger entries for tax-related items
Assist with various aspects of financial reporting process
Participate on special projects
B.S. in Accounting
5+ years tax & accounting experience
Ability to manage multiple projects to successful completion

137

Manager, Consolidation & Financial Reporting Resume Examples & Samples

Manage the Climate, Controls, Security segment global consolidation and support UTC’s quarterly filings process (10-Q, 10-K), including analysis of all accounting activities during the monthly/quarterly close
Prepare and review various account analysis in support of internal and UTC requirements
Manage global headquarters’ and elimination ledgers
Lead the department process improvements’ initiatives, using the ACE framework, and continuously look for opportunities for improvement
Assist Controller’s organization in establishing accounting policies and creating accounting procedures to improve overall controllership environment
Manage controllership data requests and relationships for Corporate, Internal audit staff and external auditors
Assist on accounting matters pertaining to acquisition activities
Assist with account reconciliation process including training of new employees and quarterly account reconciliation metrics reporting
Supervise the Consolidation’s department team
Must have proven ability to build relationships with operational teams
Must have ability to work independently and manage multiple priorities simultaneously

138

Financial Reporting Officer Resume Examples & Samples

Extensive years of experience in the preparation of financial statements or 5 years within a fund accounting environment with experience of producing all elements of a valuation
Experience of liaising internally with offshore site to monitor service standards
Proven track record and extensive knowledge of funds services and its processes
Hands-on supervisory style with strong leadership skills
Computer literate with knowledge of MS Office applications, in particular MS Excel at intermediate advanced level
Pragmatism combined with a can-do attitude is a pre-requisite
Leadership, drive and results focus
Highly Numerate

139

Manager of Financial Reporting Resume Examples & Samples

SEC and Financial Reporting
Ownership and review of 10-K, 10-Q prep
Management of a small, tight knit team

140

Senior Associate Financial Reporting Resume Examples & Samples

Review the existing financial reporting process to identify potential process improvements and efficiencies
Act as project lead to implement any projects
Help manage the preparation and review of audited annual and interim financial statements in accordance with standard operating procedures
Connect with global financial reporting project leads to leverage systems, processes or tools that would benefit the efficient operation of the department
Act as the department lead to drive all initiatives across staff to bring about improved efficiency
Work with senior management to create a strategic plan for the operation of the department through process change, system improvement at both a local and global level

141

Financial Reporting Ccar Wholesale Production Analyst C Resume Examples & Samples

Interface with Product and Country Controllers to obtain customer source data, review contracts and determine if critical data elements were accurately reported, making note of any exceptions. Communicate to relevant business contract exceptions and follow through to ensure remediation actions are performed
Bachelor degree in Finance or Accounting,
5 - 8 years advanced understanding of current accounting principles, policies and financial institution regulatory reporting, e.g., FRY-9C, Call Report, etc
Exceptional analytical skills and ability to deliver analyses in a concise and logical manner

142

Financial Reporting / SOX Manager Resume Examples & Samples

Analyze results of operations, financial position and changes in cash flow and shareholders' equity
Bachelor’s degree required in Accounting
Min 5 years’ experience in accounting (Public accounting and/or CPA is preferred)
Strong analytical skills, strong Excel skills, and excellent communication skills required
Ability to successfully address multiple priorities and projects
Previous SEC reporting and SOX compliance experience preferred

143

Sec Processing Rep-long Great Britain Financial Reporting Resume Examples & Samples

Knowledge about market product is must
Very good accounting knowledge is must
Prior working experience in BPO/captive on capital markets back office processes

144

Sec Processing Rep-financial Reporting Resume Examples & Samples

Should have worked on financial reporting profile, responsible for preparation and presentation of various financial statements as per IFRS, US GAAP, Lux GAAP and Irish GAAP, etc
Experience and expertise in business areas-middle office processing, financial reporting, fund accounting
Preparation/review of financial statements/regulatory reports for hedge funds, long funds and private equity funds as per US GAAPs, IFRS, Lux GAAPs and IRISH GAAPs
Good communication/domain skills

145

Financial Reporting Controller Resume Examples & Samples

10+ years of related work experience
Strong knowledge of investment company accounting and partnership accounting
Knowledge of complex fund and Special Purpose Vehicle structures
US GAAP Investment Company Financial statement preparation and review experience
Knowledge of Advent Geneva Portfolio accounting system
CPA License or Chartered Accountant

146

Financial Reporting Internship Resume Examples & Samples

Peer review and analysis of Financial Statement presentation for the Bank of the West Annual Report
Research technical accounting guidance
Participate in quarterly or monthly reporting process to parent company
Current undergraduate status of junior, senior or graduate student
GPA of 3.0 or better
A major in economics, business administration, finance, computer science, or other fields related to the financial services industry
Strong written and verbal communication skills, along with good presentation skills
Experience with Excel or advanced excel course completed prior to June 2016
Strong quantitative skills & Solid problem solving skills

147

Technical Coordinator, Financial Reporting Resume Examples & Samples

Detailed knowledge of financial statements
Working knowledge of securities, derivatives and fund accounting principles
Exposure to RR Donnelley Reportbuilder and/or Arc system preferred
Ability to work with limited supervision
3 years experience in Fund Administration/Financial Reporting industry or related relevant industry
Degree in finance or accounting

148

Business Solutions Expert Financial Reporting Resume Examples & Samples

Independently resolve complex, multifaceted issues to meet the business needs of our clients. This involves leading and/or participating in the
Continually acquire and enhance knowledge related to
3 to 5 years of experience managing and analyzing financial reports in an enterprise environment

149

Manager IT Services Financial Reporting Resume Examples & Samples

Perform value added ad hoc support for the Business Lines and IT&S
Provide insightful written analysis of Business Line results by comparing to forecast, budgets, prior periods and linking these to the overall IT&S strategy
Document existing operating procedures and identify opportunities to implement process improvements
Proficiency in financial and data analysis, comfortable working with large volumes of data, proven analytical skills (attention to detail is critical)
Strong Excel (including pivot table, lookups, etc.)
Strong verbal and written skills, as this position will have interaction with management up to VP level

150

Senior Manager of Financial Reporting Resume Examples & Samples

Develop and implement financial forecasting models
Provide support to model users
Oversee 1 direct report
Develop financial projection models
Ensure compliance with Risk Management initiatives
Participate in Federal Reserve and FDIC examinations
Bachelor’s degree in Accounting, Finance, Economics, Statistics, Mathematics, Operations or Engineering, required
Eight or more years of experience, required
Strong experience in creating, testing and implementing complex econometric and statistical models
Strong communication skills, required
Knowledge of probability theories, required
An innovative and creative mindset, required
Knowledge of any statistical software, required
MBA or Ph.D., preferred
Financial services industry, preferred

151

Financial Reporting Intern Resume Examples & Samples

Compile and transmit monthly, quarterly and annual information to mutual funds reporting agencies. Prepare various internal reports and information summaries
Juniors, who are pursuing a major in accounting, finance or related fields
Excellent academic performance; 3.3 GPA or above
Individual must be highly self-motivated and proactive
Strong ability to prioritize and meet daily deadlines
Strong PC skills, especially Excel, and the ability to learn various systems (Invest One, and SAUV) and reports
Detail oriented with ability to quickly learn and adapt over a short period of time
Excellent problem solving and analytical skills and ability to take initiative to solve problems
Demonstrated leadership ability and a positive, team-oriented attitude

152

Financial Reporting Executive Resume Examples & Samples

Working on a diverse range of projects including IPO's, IFRS conversions, pre audit research preparation and accounting opinions
Preparing and delivering reports and presentations
Working with other areas of the business and clients to develop an understanding of the financial reporting impact and the commercial situation
Providing assistance on complex accounting issues
Reviewing the financial reporting and accounting processes against GAAP requirements

153

Financial Reporting Resume Examples & Samples

Facilitating key earnings release processes, including the earnings release document preparation, ensuring timely submission of inputs and deliverables, participating in review meetings with the businesses and product controllers, analyzing disclosures, and coordinating review packages for senior executives
Coordination and heavy interaction with Controllers, divisional CFO teams, Investor Relations, and Global Investment Research
Additional responsibilities will include assisting with management reporting deliverables (e.g. daily/weekly reporting and segment analysis) and various projects within Financial Reporting, including stress testing and capital planning
Financial Reporting and/or Planning & Analysis experience a plus
Excellent Excel skills are required. Word, Powerpoint, and Hyperion Essbase skills are a plus
Proven ability to work effectively within a team environment
Excellent interpersonal, communication, multi-tasking abilities
Strong analytical skills (i.e., being able to identify and research issues)

154

Financial Reporting Resume Examples & Samples

Be the point person for the preparation and analysis of the firmwide earnings release, as well as related deliverables. Responsibilities include
Additional responsibilities will include assisting with management reporting deliverables (e.g. daily/weekly reporting and segment analysis) and various projects within Financial Reporting
Financial Reporting experience a plus

155

Manager of Financial Reporting Resume Examples & Samples

Qualified accountant
Proven post qualification experience
Previous experience in people management

156

Financial Reporting Representative Resume Examples & Samples

Strong accounting and US GAAP knowledge mandatory with CPA preferred
3 years of public accounting experience preferred
Financial analysis and reporting experience mandatory
2-3 year commitment to the role to facilitate the learning curve, stability of team/processes, and ensure smooth transition
Planning and organizing skills
Intermediate Excel knowledge required
Individual will gain unique exposure to the Company’s Balance Sheet and Cash Flow information, insights, developments, and related operational implications

157

Financial Reporting Resume Examples & Samples

Subject Matter Expert (SME) build out
Knowledge retention
Self Sufficiency on Learning and Development
SME knowledge to support Continuous improvement
Retention and career development of strong SME as individual contributors (to avoid depletion of SME knowledge)
Single point of contact/entry for Financial Reporting changes (e.g. reporting changes, system enhancements affecting FR, etc.)
To ensure organizational readiness of FR to take on change initiatives
Coordinate end to end deliverables for a specific project assigned to her/him to ensure successful delivery and Stakeholder expectations are met
Conduct current state analysis,provide high-level assessments,document business requirements and future state processes
Provide regular updates to Senior Management on project progress, highlighting key risk and issues and
Background in the Financial Services Industry – preferable Investment Banking – Global Markets, Corporate Banking
Minimum of 3 years experience working within the profession of Business/Data Analysis within the Finance arena
Minimum of 2 years experience working on Global General Ledger Projects (preferably SAP)
Advanced knowledge in MS Office products (Access/Excel) ; Excel skills are key – vlookups, pivot tables
Strong verbal and written communication skills; fluent in English (written and verbal)
Ability to work in virtual teams and in a matrix organization
Ability to work in fast paced environment in Manila

158

Financial Reporting Resume Examples & Samples

 Produce daily and monthly reconciliation reports for Head Office and Regulatory financial reporting requirements
 Create management information reports to ensure transparency of controls done and Investigate variances and discrepancies and propose necessary solutions
 Coordinate and escalate outstanding issues to stakeholders and support teams as needed
 Conduct root cause analysis and provide recommendations on corrective and preventive actions
 Produce key performance, risk indicators and operational metrics
 Regular update and review of process documentations
 Propose initiatives to improve existing controls, processes and outputs
 Engage with different business partners and stakeholders via all types of media
 Involvement in projects to support team objectives and strategies

159

Financial Reporting Resume Examples & Samples

Reconcile and close the month-end General Ledger for Head office, Local Regulatory and Risk Reporting within SLA
Improve processes and link this to the upstream/downstream processes and outputs
Collaborate with offshore and onshore business partners to ensure financial reporting requirements are delivered
Regularly assess control checks and strategies to ensure timely and accurate delivery of all controls within financial reporting
Maintain evidence of controls performed via checklist and other supporting documentation
Coordinate and escalate outstanding issues to supervisors, stakeholders and support teams as needed
Conduct root cause analysis and provide tactical recommendations on corrective and/or preventive actions
Ensure process documentation is up-to-date and compliant
Propose initiatives to improve existing controls, processes and outputs
Certified Public Accountant, preferably with 1-year audit experience
Proficient in the use of office applications, particularly MS Excel
Excellent English written and verbal communication skills
Good analytical and problem-solving skills; able to grasp complex issues and respond appropriately
Demonstrates flexibility and accountability for getting assigned tasks done
Able to handle high volume of work within a limited timeframe
Strong interpersonal skills; approaches interaction with stakeholders in an organized manner
Able to assimilate voluminous information and rapidly learn technical and business knowledge
Able to work well with others and take on additional tasks when necessary

160

Financial Reporting Resume Examples & Samples

Reconciling and closing the month-end General Ledger for Head office, Local Regulatory and Risk Reporting within SLA
Improving processes and linking this to the upstream/downstream processes and outputs
Collaborating with offshore and onshore business partners to ensure financial reporting requirements are delivered
Minimum of 2 years of relevant experience in Banking (Operations or Finance) or Audit, preferably Banking Industry
Basic understanding of Accounting, Bank Products ( Debt, Equities, Derivatives), and Credit Risk concepts preferred
Intermediate to advance skills in MS Applications (Excel, Word, Powerpoint and Access)
Strong analytical and pro-active problem solving skills
Excellent communication skills, fluent in English (written/verbal)
Able to work in fast-paced environment and keep pace with technical and operational innovation
Team-player and able to work independently and collaboratively
Ability to work with different cultures and across different geographic locations
Has excellent work ethic and organizational skills coupled with the ability to handle multiple assignments
Able to manage deliverables against tight deadlines
Motivated individual who seeks a challenging career with substantial responsibility

161

Financial Reporting Resume Examples & Samples

Minimum 3 years experience in related field
Possess degree in accounting qualifications is an added advantage
Able to work independently and self motivating
Able to work under pressure

162

Citibank Berhad Financial Reporting Resume Examples & Samples

Minimum 5-7 years of experience in related field
Possess degree in accounting qualifications
Strong planning, interpersonal and analytical skills
Sense of urgency and ability to meet deadlines

163

Financial Reporting Resume Examples & Samples

Responsible for ensuring timely and accurate delivery of financials for DKS and its branches
Ensures approved transfer pricing methodology is adhered to
Oversees the completion of statutory audits for all subsidiaries
Initiates operational hedges for DKS in coordination with DB Manila
Point contact for regulatory and tax bodies including actuary
Acts as Primary Account Owner for specific balance sheet accounts
Performs VnC on Head Office reporting
Coordinates the timely settlement of intercompany transactions
Oversees tax compliance for DKS and its branches
Performs Treasury and fx management function for DKS
Reviews NDF confirmations

164

Technical Coordinator, Financial Reporting Resume Examples & Samples

Deliver high quality service to customers by accurate, timely completion of all assigned tasks (which may be parts of larger processes) and requests for information
Liaison with external auditors and dealing with audit queries
Preparation of periodic management accounts for various management companies
Preparation of regulatory returns, including compliance reports, Central Bank and CSO returns
Preparation of VAT returns for the Investment Funds
Ensuring other Tax compliance deadlines are met in relation to the Funds under administration
Assist other colleagues. Act as effective team member within the unit and with other units by imparting knowledge as appropriate. Liaise with other units – Shareholder Services, Trustee, Corporate Actions, Control, Accounts and Fund Managers
Accounting experience within the Investment Industry is an advantage, financial reporting background an advantage
An appreciation of accounting principles, the candidate may be a qualified accountant or part qualified and interested in completing their qualification
Demonstrates initiative in undertaking all processes, which may have an impact on efficiency and client satisfaction
Excellent desktop, IT and systems skills. Experience of Invest One and/or Sun advantageous

165

Financial Reporting, VP Resume Examples & Samples

Financial reporting and anlaysis
Statutory accounting
Reviewing of TPA and CA
Responsible for MIS reconciliation's
Liaising with internal and external auditors

166

Financial Reporting Resume Examples & Samples

Work with various Fund Financial Reporting teams to streamline and make consistent processes that are migrated to the GFS Regional India Team; includes persuasive and influencing skills along with communication of the value proposition of the changes to process
Create procedures documents, checklists and various tracking tools for completion of the tasks migrated to the GFS Regional India Team for Fund Financial Reporting
Oversee the India regional team including activities and tasks migrated and ensure globally consistent process flows
Support GFS Management team in continued migration of operating tasks to India
Partner with the Fund Financial Reporting teams to develop better, cost efficient mechanisms to deliver excellence in services
Work cross-functionally within and outside of Fund Financial Reporting to ensure satisfaction with services which would include process enhancement, reporting, or additional automation
Interview, recruit and retain qualified individuals to perform the tasks migrated to GFS Regional India Team for Fund Financial Reporting
Develop and deliver onboarding and routine training materials for processes and tasks migrated to the GFS Regional India Team
Responsive to questions from various GFS Fund Financial Reporting teams
Support senior management in implementation of strategic decisions
Additional responsibilities will be assigned as the GFS Regional India Team for Fund Financial Reporting hub grows
Responsible for creating and providing routine management reports, including weekly and monthly results to GFS Management team leading this initiative
Prepare for turnover and Disaster Recovery scenarios
Support team meetings and site visits to create efficient/effective use of resources
Potentially manage surge work at 12/31
10-15 years of experience in Financial Reporting supporting Mutual Funds, ETFs, UCITs, and hedge funds including investment management and/or financial industry experience
Each of these skills are considered a distinct advantage
Strong knowledge of US GAAP; IFRS; UK, Irish and German GAAP
3-5 years of public accounting experience is a distinct advantage
Strong skills and experience in data management
Ability to evaluate multiple processes and develop a plan to migrate those processes to India with minimal disruption to services
Evaluate resources for hire to perform these activities and develop a plan to hire/retain employees
Demonstrated ability to communicate within BlackRock, both locally and across geographies
Ability to work effectively in a team environment (not only within the India team but also across various Financial Reporting teams)
Ability to travel to the US for extended periods of time (VISA)
Takes ownership for outcomes and is personally accountable for results (Accountability & Ownership)
Analyse relevant information using logic and consider relevant facts to make rational, realistic and sound decisions (Analytic Ability)
Produces accurate work and spots mistakes/errors (Attention to Detail)
Understands common business and financial terminology related to the investment management industry including how organizations operate, compete and grow (Business Acumen)
Excellent verbal, written and interpersonal communication skills including ability to clearly articulate results of financial analyses as wells as issues to senior management and the auditors (Communication Skills)
Self-motivated, determined to achieve goals and works hard to meet those goals. (Drive, Determination and Execution)
Works effectively to plan and prioritize responsibilities including ongoing and ad hoc projects simultaneously (Plan and Prioritize)
Develops practical and pragmatic solutions to problems (Problem Solving)
Effectively plans, implements and develops a methodical approach to projects (Project Management)
Builds working partnerships and sustains collaboration in the workplace. (Relationship Building)
Promotes and facilitates the group’s work while contributing to the group using inspiration and motivation (Teamwork)
Generates fresh ideas using structured thinking by re-evaluating existing approaches and processes (Innovation and Creativity)
Proactively acts upon opportunities and is a self-starter. (Takes initiative)

167

Financial Reporting Director Resume Examples & Samples

Responsible for company compliance with all internal control procedures and ensuring that company financial reporting is accurate, timely and compliance with GAAP and regulatory reporting requirements
Responsible for ensuring that technical accounting is properly applied and any pronouncements or guidance is implemented and reflected in all finical reporting statements
Substantial role in the Company's annual audit and quarterly reviews
Further the documentation and implementation of control procedures over the Company's financial reporting
Record, evaluate and document technical accounting implications of complex or non-standard business transactions
Maintain and update accounting policies to strengthen internal controls
Assist the Finance organization in identifying and implementing internal control improvements
Track and document implications of new regulations ensuring implementation and compliance
Monitoring of regulatory environment for additional reporting standards
Bachelor's in Accounting, 10+ years of technical accounting experience combined with CPA and Public Accounting experience
Experience with SEC and foreign operations is preferred
Technical expertise in US GAAP with significant experience preparing and reviewing whitepapers
Experience in implementing and carrying out Sarbanes-Oxley requirements

168

Manager of Financial Reporting Resume Examples & Samples

Prepare quarterly and annual SEC reports for all reporting entities
Prepare quarterly and annual regulatory filings for financial advisory businesses in all locations (domestic and international)
Prepare quarterly and annual press releases
Proactively maintain relationship with external and internal accounting firms to facilitate timely and efficient audit completion
Document policies & procedures
Conduct research on accounting and tax matters, as needed
Monitor compliance with internal control policies and Sarbanes Oxley requirements
Prepare bank loan covenants and ensure compliance
Strong sense of professionalism
Dedication to maintaining a strong control environment
A proven team player
A willingness to roll up one’s sleeves on a regular basis in a hands-on environment
Motivation for development and ability to add value
Must be organized and efficient with the ability to quickly define and execute on priorities
Must be tenacious in meeting deadlines with a strong sense of urgency and self-discipline
Must be comfortable and effective working autonomously at a growing firm with limited infrastructure and resources

169

Director of Financial Reporting Resume Examples & Samples

10+ years of experience in a Public / Private Accounting setting
Previous experience working within the Manufacturing industry
Solid Financial Reporting experience
Strong emphasis on technical Accounting knowledge and skills
Strong and extensive knowledge of US GAAP and IFRS
Extensive knowledge of US GAAP, IFRS, Foreign Currency Reporting (FX), and Internal Controls

170

Director of Financial Reporting Resume Examples & Samples

Ensuring SOX compliance across all financial reporting areas
Timely and accurate filing of financial statements in accordance with GAAP
Prepare proforma financial statements for 8-K Filings
Coordination with external auditors
Development and mentorship of accounting teams
Bachelor's degree in accounting required
Current experience in preparing financial statements

171

Team Lead, Financial Reporting Resume Examples & Samples

Ability to manage the performance of a team towards deadlines
Ability to independently administer the performance management process for direct reports, including performance feedback, training and disciplinary actions
Ability to make difficult decisions and work with limited supervision
4 years experience in Fund Administration/Financial Reporting industry or related relevant industry
2 years of supervisory or management experience

172

Financial Reporting & Accounting Policy Consultant Resume Examples & Samples

Bachelor’s Degree in Accounting, Finance or related field
4 + years of directly related accounting experience
Financial reporting experience
Public accounting experience
Experience with any of these software packages: Oracle G/L, SAP, PeopleSoft, Great Plains, MS Dynamics
Experience in the health insurance/managed care industry

173

Financial Reporting & Operations Manager Resume Examples & Samples

Bachelor’s degree in accounting or business with coursework in intermediate and advanced accounting
5 or more years of financial accounting experience (preferably in mutual fund accounting), financial administration and reporting experience required
Accounting certification (CA, ACCA or CPA) required
Advanced knowledge of investment business, including tax requirements, market practices, local regulatory environments, financial instruments, and GAAP accounting standards, mainly IFRS
At least 3 or more years of management experience
Prior experience of both the domestic and international investment markets is preferred
Experience with automated financial systems, including a general ledger and financial reporting software, is required
Excellent attention to Details; strong budget planning and analysis skills
Ability to maintain current knowledge of procedures, products, regulations, and industry issues
Excellent oral and written communication skills in English. Fluent in Romanian preferred
Ability to both work and be managed remotely
Ability to interact with senior management, portfolio managers, service providers and trustee members, build collaborative, trust-based relationships with staff and customers
Strong ability to prioritize multiple tasks, manage conflicting deadlines
Identify, escalate, and communicate complex issues to Senior Management

174

Financial Reporting Resume Examples & Samples

Bachelors Degree in Accounting, Finance or Business; MBA preferred
6+ years of Finance or Accounting background
Project Management experience required
Knowledge of financial products related to special purpose entities with variable and controlling interest securitization, mortgages, swaps
Knowledge of one or more of Citi Legal Entity referential systems, such as, GEMS, FIGARO, SPEAR CLEMS is highly desired
Sound knowledge of information technology, data, operations and processes
Excel - ability to quickly manipulate, analyze, and summarize large data sets
PowerPoint - proven ability to develop highly effective management presentations
Self-starter, able to operate with minimal direction
Strong work ethic with desire to accomplish tasks with excellence
Able to prioritize goals and drive results with a high sense of urgency
Excellent interpersonal and written/oral communication skills required
Ability to convey complex issues in a clear and concise manner
Experience developing senior/executive level reporting is a plus
Strong organizational and process management skills. Able to successfully collaborate with diverse functional teams and across multiple markets and geographies

175

Financial Reporting Sec Mgr Resume Examples & Samples

Manage production of periodic fund financial statements and related shareholder reports by
Build positive cooperative relationships with co-workers, clients and other internal and external parties by
Manage a team of financial administration professionals by

176

Manager of Financial Reporting Resume Examples & Samples

Review, prepare and/or tie-out all materials for the Board of Directors, Audit Committee, conference call scripts, and investor presentations
Review the detailed XBRL tagging for all SEC filings
Prepare the quarterly reporting calendar and establish meeting dates
Calculate and review non-GAAP measures, including adjusted EBITDA and free cash flow
Research and resolve technical accounting issues
Establish and review the implementation and maintenance of accounting policies and procedures while identifying areas for improvement
Manage a training plan for the accounting staff
Work with other departments to develop reporting tools and analyses
Oversee and conduct special projects as needed
Minimum of three years’ Public Accounting experience required
Proficient in MS Word, Excel and Outlook

177

Baam Financial Reporting VP Resume Examples & Samples

Manage and assist in the audit and review of financial statements for 200+ fund of hedge funds and mutual funds
Research technical developments related to accounting (GAAP, FASB, etc.) pronouncements and SEC reporting requirements
Assist in the review of SEC reports (10-Q and 10-K) and oversight of quarterly filings for registered investment companies and parent company
Strategic thinking and process re-engineering experience
Ability to be proactive and take initiative
Team player - energetic and enthusiastic
Strong computer and spreadsheet skills
Fund of hedge fund, hedge fund, mutual fund, private equity industry experience
Extensive knowledge of SEC Reporting and US GAAP for hedge fund and 1940 Act experience
Big 4 audit background

178

Financial Reporting Asst Mgr Resume Examples & Samples

Financial Services, Fund Industry knowledge, sound double entry and financial accounting knowledge including UK GAAP or SORP exposure
Advanced system and PC skills (Strong MS-Office skills)
Ability to create positive work climate and team development
Experience of financial reporting for OEIC / Unit Trust or equivalent vehicles preferable
Accounting qualification -Qualified (ACA / CIMA / ACCA) or Indian equivalent
Minimum 5 years’ experience and 3 years in a team handling role - Profile, preferably in similar industry: Mutual Funds, Financial Services
Overall work experience of minimum 5-7 years
Experience of team – Span min 5-7

179

Financial Reporting Process Mg Resume Examples & Samples

Financial Services, Fund Industry knowledge, sound double entry and financial accounting knowledge including US GAAP or equivalent standards exposure
Strong written and oral English communication skills
Proven People, Process & Customer Management skills
Bachelors in Commerce/ Accounting
Minimum 7 years’ experience and 5 years in a managerial position - Profile, preferably in similar industry: Mutual Funds, Financial Services
Overall work experience of minimum 7- 8 years
Experience of team – Span min 20

180

Gpc-financial Reporting Resume Examples & Samples

Following US GAAPs, IFRS, Lux GAAPs and IRISH GAAPs
Excellent communication/domain skills
5-11 years of experience in Fund accounting/ Financial Reporting for hedge funds or mutual funds
Should have sound understanding of Derivatives, Equities and Fixed income securities
Qualified accountant or/and strong working experience in financial reporting will be preferred
Experience and expertise in Business Areas- Middle Office Processing, Financial Reporting, Fund Accounting

181

Gpc-financial Reporting Resume Examples & Samples

Processing of Financial and Non-Financial transactions through internal systems as per regulatory and client requirement
Identify and resolve problems within the defined procedures
Complete archiving of investor and client documentation ensuring a full audit trail exists for subsequent retrieval
Should have sound understanding of derivatives, equities and fixed income securities

182

Financial Reporting Controller Resume Examples & Samples

Produce & deliver monthly & quarterly Operational and Management reports
Maintenance and further development of existing reporting portfolio, provide support to senior management team on an ad-hoc basis
Automate the reporting process, identify and implement improvements, support the migration of standard reports to BI tool
Be part of the review cycle in the team with ensure, that all reports are tested and reviewed based on the internal requirements
Working collaboratively with global counterparts, design, develop and implement reporting requirements
Ad-hoc project
At least 1-3 years of experience related to finance or controlling
Strong Microsoft Excel knowledge
VBA knowledge are considered as great advantage

183

Senior Consultant International Financial Reporting Standards Resume Examples & Samples

You will work together with our IFRS community in further strengthening our team
You will further develop your knowledge in the domain of IFRS to become a subject matter expert regarding all IFRS related questions and support our clients and internal audit teams with their IFRS reporting and projects
You will assist on monitoring IFRS developments and make an impact analysis on reporting, systems, processes and people
You will do the follow-up of developments and external publications relating to IFRS
You will become a trusted advisor and will maintain long-term collaborative and profitable relationships with your clients
You will proactively communicate and collaborate with your colleagues of the team and supervise work (quality, workload, …) of juniors and escalate observation to the executive
You will actively participate to the training and coaching session of your development plan and be responsible for the development of your own technical knowledge

184

UK Financial Reporting Team Resume Examples & Samples

Assist team in preparation of the firm’s reporting requirement to the Bank of England for the UK Bank regulated entities (JPMCB, JPMS plc, JPMEL, JPMIB)
Ensure timely and structured reconciliations are performed while displaying strong understanding of the control framework around reconciliations and break resolution/investigation
Review monthly and quarterly variances, investigate tends and work effectively with the London team to obtain and document business commentary for management
Partner with the local Regulatory Project team on new releases and assist the London tram with review of trade flows for new business initiatives
Preparation and review of regulatory reports/submissions for JP Morgan entities as per US GAAP / UK GAAP requirements on monthly & Quarterly basis
Support various lines of business & Legal entity controllers with performance reporting and other query resolution especially on regulatory reporting
Ensure financial Integrity of General Ledger data by performing control checks & follow ups as required in line with the reporting requirement
Support for Finance Technology user acceptance testing (UAT) and project execution
Chartered Accountant with 2+ years experience preferably with financial services industry
Good academics and strong accounting knowledge
Ability to multi-task under considerable time pressure, whilst maintaining a high degree of accuracy and quality
Good Communication and organizational skills including partnering skills and proactiveness
Strong PC skills including MS Excel, MS Word, MS Access and Outlook
Investment banking product knowledge including derivatives, equities and debt securities

185

Manager of Financial Reporting Resume Examples & Samples

Preparation of both internal and external financial reports
Monitoring company financial statements and reports, with an eye for future cost optimization
Heavy utilization of trend and variance analyses
Consolidation reporting and implementation experience
The ability to create financial reporting packages for use by corporate senior and business-level leadership
Bachelor’s Degree in Finance or Accounting; Master’s in Accounting or Finance preferred
SEC reporting experience required

186

Msfs Mumbai, Financial Reporting Resume Examples & Samples

Work efficiently with financial reporting team to support them in timely delivery of financial statements to the Hedge Fund clients of MSFS, which will comply with US GAAP/ IFRS, for both annual audits, and interim reports
Fully completed Accounting qualification/certification e.g. CA, ACCA, CIMA or equivalent
2 years PQE in auditing or financial reporting is preferable. Experience in Public accounting or Hedge Fund Administration is a distinct advantage
Ability to draw financials of investment companies per US GAAP/IFRS
Accuracy and efficiency in tasks performed
Client focused, with the ability to work under pressure and meet deadlines
Ability to communicate effectively across cultures
Ability to identify issues and escalate in time
Flexible approach to duties and hours of work

187

Fmg-group Financial Reporting Resume Examples & Samples

Managing the complete GFR Board reporting processes – this includes working with the Group Financial Controller on the preparation of the various papers that are presented to the Board and Board Audit Committee and coordination with other teams that contribute to these papers
Coordinate the annual and interim Financial reporting, working alongside an integrated offshore team (India based)
Overall reporting period planning
Allocation and review of certain disclosures
Liaising with other internal teams
Managing the PwC audit liaison
Providing final deliverables to the Group Financial Controller and CFO

188

Financial Reporting Leader Resume Examples & Samples

1) Manages Indonesia financial reporting processes to ensure the reports are in compliance to Indonesia GAAP, and the processes follow GE policy MAP 20.30
2) Owns relationship with KPMG, GO R2R/STAT and business stakeholders
3) Reviews and files all statutory and local regulatory filings (e.g. provides financial data for quarterly LKTP to Ministry of Trade, prepares monthly BI reporting offshore/onshore borrowing, prepares Lalu Lintas Devisa, prepares quarterly KPKK) on a timely basis
3) Ensures all statutory and tax reporting activities and documentation are compliant with local accounting, laws, legislations & requirements
4) Assists various audits (internal and external such as statutory and local direct and direct tax), by collecting all financial requested data
5) Ensures accuracy of the S2G tagging on audit adjustment and RE reconciling items
6) Ensures statutory reporting systems such as GOLDnet, E-compliance, STIR are up to date
7) Reviews business quarterly balance sheet review
8) Leads or participates in simplification and other projects to position Global Operations - Finance to become the Service Delivery agent on relevant processes by striving for standardization, consolidation, digitization, and outsourcing
9) Coordinates with HQ Treasury and businesses on business banking needs and requirements
5+ years experiences as auditors or accountants in company with multi businesses
Strong knowledge of Indonesia GAAP and tax regulations
Strong controller / compliance experience
Familiar with Oracle, SAP and Hyperion. STIR is a plus
Self-starter, energizing, results oriented, and able to multi-task
Excellent interpersonal skills - facilitate the resolution of issues, build good partnership with all stakeholders
Excellent collaboration and communication skills including working with virtual and extended off-shore team

189

Financial Reporting & Audit Readiness Consultant Resume Examples & Samples

Performing financialstatement audits and/or auditability assessments
Experience in reviewing,analyzing, validating, and reconciling financial/accounting information
Knowledge of Federalaccounting and transaction process, internal control objectives and generallyaccepted accounting principles
Knowledge of riskassessment and/or enterprise risk management concepts

190

Financial Reporting & Audit Readiness Senior Consultant Resume Examples & Samples

Knowledge ofSarbanes-Oxley Section 404 and/or OMB Circular A-123 documentation, testing andreporting requirements
Financial Reporting,auditor interactions, attention to detail
CPA, CFA, CIA, CISA, or CISSP certification

191

Financial Reporting Consultant Resume Examples & Samples

Federal GAAP
Financial Reporting and Other Controls – A-123
FMFIA/OMB Circular A-123
Federal/State Financial Reporting Req
Audit Support
Strong written and verbal skills; prior internal controls and/or audit experience

192

Financial Reporting & IT Controls Consultant Resume Examples & Samples

· Must possess, and beable to maintain, a TS/SCI with Poly level security clearance or higher
· Bachelor’s degree inAccounting or a business related field
· Internal Controls -Accounting, Audit, Audit readiness, controls, controls testing, A-123, A- 136
· Business Process Transformation
· Audit readiness
· Minimum of 3 years ofexperience with federal financial systems (BASIS / Momentum)
· Minimum of 3 years ofexperience with federal accounting (debits, credits, USSGL accounts, etc.)
· Minimum of 5 years ofexperience working with and briefing senior program managers
· Strong Excel skills andability to perform reconciliations and general ledger analysis using Excelformulas (VLOOKUP,IF, etc.)
· Ability to run BASIS andCOGNOS reports with limited assistance and perform variance analysis research
· Financial reporting,auditor interactions, attention to detail
Prior Federal consulting experience

193

Federal Financial Reporting & Audit Readiness Senior Consultant Resume Examples & Samples

Audit, AuditReadiness and/or Internal Auditing
Financialreporting
Internal controls
Regulatorycompliance
Business andoperational processes
Must be able tomaintain the required TS/SCI with Polygraph clearance for this role
BA/BS degree witha concentration in Economics, Finance, Accounting or related field
Federal Accounting& Finance professionals must have 3+ years of required skills in one ormore of the following capabilities
Performingfinancial statement audits and/or auditability assessments
Experience inreviewing, analyzing, validating, and reconciling financial/accountinginformation
Knowledge ofFederal accounting and transaction process, internal control objectives andgenerally accepted accounting principles
Audit readinessexperience
FinancialReporting, auditor interactions, attention to detail
CPA, CFA, CIA, CISA, CGFM, CDFM or CISSPcertification
Prior Federalconsulting experience
Demonstratedleadership, problem solving and strong verbal and written communication skills
Be aself-motivated individual who possesses excellent time management andorganizational skills
Candidates mustreside in the Washington, D.C. metropolitan area and be open to travel whennecessary

194

Associate, Financial Reporting Resume Examples & Samples

Develop a proficiency in and business understanding of data sources
Work with users to define requirements for new reporting
Minimum one year of financial analysis or similar experience preferred
Experience with reporting tools such as BusinessObjects, Hyperion Financial Management "HFM", Web Intelligence, QlikView, Qlik Sense and/or SQL helpful
Ability to work on multiple concurrent assignments

195

Manager, External Financial Reporting Resume Examples & Samples

Interact with Business Units, Controllers Group, Investor Relations, Treasury, internal and external legal counsel, and the internal and external auditors to accomplish goals and ensure efficiency and effectiveness of information exchange
Research and appropriately apply new accounting pronouncements; benchmark SEC filings from other companies
Complete key financial and disclosure controls to ensure a strong control environment
Prepare data request responses and answer ad-hoc requests for internal and external customers. Assist and support applicable merger integration and other miscellaneous projects
Duties may require supervising accounting staff and participating in their annual goal setting and performance reviews

196

Financial Reporting / Ccar Professional Resume Examples & Samples

Produce forecasting and analysis for PPNR, Balance Sheet and Expense CCAR forecasting process for the Equities Division
Assist in coordinating Institutional Equity Division (IED) revenue and expense budgeting process
Assist with implementation of ongoing process improvements
Support other IED CCAR and Regulatory related ad-hoc reporting and analysis requests
Minimum of 2 years of accounting, financial reporting & analysis business experience required
Prior financial services industry experience strongly desired
Strong analytical, problem solving, and communication skills
Proficient with MS Office application – particularly, PowerPoint and Excel
Detail-oriented, organized and analytical

197

AVP, Financial Reporting & Forecasting Resume Examples & Samples

Design, build, and continually improve financial reports, analytics, forecasts, and related processes
Analyze, interpret, and present financial data to support good business decisions and improve performance
Be savvy and add value to the company and your team
The candidates we are looking for will have 2+ years’ hands-on experience with
Reporting and analytics in a corporate setting
Oracle OBIEE, Hyperion Planning, and/or similar products
Working with data and database systems (SQL, MDX)
Practical programming (VB, VBA, Python, C#, Java, etc.)
Bonus points for experience with the Essbase Java API

198

Financial Reporting UAT Tester Resume Examples & Samples

Performs weekly User Acceptance Testing for Settlement Financial Reporting and Settlement Automation Applications
Requests transactions as needed for UAT cycles
Creates and executes test cases
Enters and tracks the progress of defects in IBM RQM system
Notifies and escalates critical defects
Collaborates with QA (Quality Assurance) testers in other areas/regions to resolve open issues
Provides weekly UAT progress updates
Performs production validation after code releases (weekend/evening validations required)
Facilitates meetings, including agenda/meeting notes
Develops subject matter expertise on new and existing Settlement processes
Collaborates with technical resources to resolve escalated reporting/technical issues
Reviews business requirements and document changes to existing reporting, as well as any Settlement processes
Performs works some nights and weekends, as needed, to perform production validation after a code release; and
Assists with other tasks as needed
Performs manual/automated balancing of the global MPS platform, airline application, trips, jams, and other Settlement automation tools
Performs User Acceptance Testing for all new MPS code prior to deployment into production
Downloads files from MPS using datasets provided by the business
Researches issues identified in UAT; and
Tests changes for internal initiatives
Bachelor's degree in Business Administration (or related subject), or equivalent work experience
Three to five years performing user acceptance testing
Proficiency in Microsoft Office Suites: Word/Excel//PowerPoint), SharePoint
Basic knowledge of Accounting principles
Ability to work with very little supervision
Self-starter, motivation, detail oriented, and self-initiative
Excellent leadership skills
Excellent discernment and decision making skills
Willingness to learn new skills and processes

199

AVP, Financial Reporting Mgmt Statutory Resume Examples & Samples

10+ Years of experience years in Accounting and / or Financial Reporting that directly aligns with the specific responsibilities for this position
3+ Years of managerial, supervisory, and/or demonstrated leadership experience including influencing senior management/critical stakeholders experience
Demonstrated ability to identify, develop and implement processes improvements
Successfully completes regulatory and job training requirements#LI-AY1

200

Financial Reporting & Security Manager Resume Examples & Samples

5-7 years in Business Objects (Web Intelligence, Crystal), BeX and Oracle Enterprise Performance Management (EPM)
2-4 years of relevant working experience in the area of finance or decision support reporting Experience with PowerPivot /Power Query o Experience with Visualizations & Analytics software (e.g. Tableau, Alteryx) o Experience with High-Performance Analytic Appliance (HANA)#Working knowledge of financial P&L statements, including actuals, budget and forecast reporting
Experience with SAP financial tools and enterprise financial solutions
High attention to detail# Keen ability to think systemically and connect dots# Strong problem-solving skills
Solid written, oral communication# Strong customer service values
Ability and desire to create sustainable efficiencies
Advanced Excel skills (minimum VLOOKUP, pivot, sum if, nested formulas) # Analytical capabilities
Can conceptualize and formulate into a solution
Ability to work under pressure and prioritize smartly
High collaboration work method and team-spirit minded

201

Fund Services Financial Reporting Resume Examples & Samples

Prepare annual Financial Statements accounts for Hedge Fund clients
Prepare year end packs of information for Hedge Fund clients’ auditors
Liaise with Client Account Managers on audit and financial reporting queries
Previous Fund Accounting experience or experience of financial statement preparation/audit preferable
Ability to communicate effectively across global locations
Adaptable
Strong communicator
Well organised

202

Financial Reporting Resume Examples & Samples

Responsible for daily accounting & regulatory reporting activities
Preparation and submission of the financial reports and surveys required by MAS
Perform financial analysis and produce financial statements
Prepares and performs the loading of accounting journals and coordinates month end closing of accounts in liaison with business lines, operations and support functions
Participate in any ad-hoc projects

203

Accounting Leader, Financial Reporting Resume Examples & Samples

JDE
HFM
ARMS

204

Financial Reporting & Accounting Professional Resume Examples & Samples

You run Essbase system at month end
You upload financials in our reporting tool (Essbase-Oracle) on a monthly basis for all 6 entities, refresh all monthly reports and assist in preparing and building ad-hoc new reports
You book intercompany eliminations and other consolidating entries in Essbase for all entities
You prepare tasks like mobile expense, bookings of manual entries, B/S reconciliation, …
You assist in the monthly closing process (manual journal entries and reconciliations)
You have a master degree in Finance or are equal by experience
You have at least 3 years of experience in accounting and/or financial reporting, preferably in an international environment
You have a passion for reporting and reporting systems. You have good excel - and access skills and excellent database skills
Knowledge of Oracle is an asset
You are fluent in English (both written and spoken)
You are analytical and result oriented. You have an eye for detail and like to work in team

205

SVP Financial Reporting & Budgeting Resume Examples & Samples

Works with senior management on the development and implementation of goals, policies, priorities, and procedures relating to financial management and business line reporting, budgeting and capital management, including coordination of the Dodd-Frank ACT Stress Test (“DFAST”)
Provides financial decision support and business critical analysis to all business lines throughout the year
Manages monthly organizational business line reporting – business lines include but are not limited to: asset based lending, commercial and industrial, commercial real estate, construction, mortgage, lease banking, wealth management, credit cards, prepaid cards, retail banking, capital markets, and treasury management
Manages the profitability reporting systems including maintenance of transfer pricing and cost allocations
Provides customer and product profitability reports for the business lines as well as ad hoc reporting for the management team and the business lines
Maintains the relationship pricing tool for commercial banking
Manages and delivers the budget for the entire company (consolidated, bank, segments), incorporating input from Treasury as well as for each business line
Manages the annual DFAST submission, including overseeing balance sheet assumptions, PPNR, and credit loss modeling
Focuses on continuous improvement of all processes and functions included with a goal of becoming a best in class operation
“LIVE” the Bank’s Mission Statement and “PRACTICE” the Bank’s Corporate Strategy
24

206

Head of Financial Reporting Resume Examples & Samples

Oversee the preparation of and review monthly management accounts and the annual reports (statutory and regulatory under IFRS for Quoted Companies)
Manage the relationship with the regulator, Ofgem, including review of annual finance deliverables such as the Agreed upon Procedures and Regulatory Instructions and Guidance for Price Control
Oversee the preparation of and review the monthly financial presentations for the Executive Board and the Board of Directors
Manage the production of the annual Price Control financial report, including supporting analysis
Management of financial reporting team, including mid-year and annual reviews and regular catch-ups
Manage the relationship with the statutory auditors
Manage the development of the SAP GL and new project structures
Establish accounting treatment and implement accounting processes for new services
ACA/ACCA qualification, first time passes
Industry experience in similar role
Strong technical accounting knowledge of IFRS applicable to quoted companies
Managing expectations and meeting tight deadlines
Representing the financial reporting function at Board meetings
Business partnering with senior management staff across functions
Ability to challenge assumptions and processes
Organised and able to communicate effectively

207

AVP, Financial Reporting Resume Examples & Samples

Excellent computer skills, including word processing, and spreadsheet
Excellent project management skill
Strong interpersonal and collaboration skills
Ability to prioritize and meet multiple deadlines
Five years of accounting experience preferably in the Mutual Funds Financial Services industry

208

Financial Reporting & Business Process Reengineering Senior Consultant Resume Examples & Samples

Must possess, and beable to maintain, the required TS/SCI with Poly level security clearance or higher
Bachelor’s degree inAccounting or a business related field
Internal Controls -Accounting, Audit, Audit readiness, controls, controls testing, A-123, A-136
Business Process Transformation
Audit readiness
Minimum of 2 years ofexperience with federal financial systems (BASIS / Momentum)
Minimum of 2 years ofexperience with federal accounting (debits, credits, USSGL accounts, etc.)
Minimum of 2 years ofexperience working with and briefing senior program managers
Strong Excel skills andability to perform reconciliations and general ledger analysis using Excelformulas (VLOOKUP,IF, etc.)
Ability to run BASIS andCOGNOS reports with limited assistance and perform variance analysis research
Financial reporting,auditor interactions, attention to detail

209

Manager, Corporate Financial Reporting Resume Examples & Samples

Manage, monitor and assist in the monthly financial reporting and account reconciliation packages to ensure compliance with deadlines
Review the monthly revenue and direct cost accrual entries, as well as other accounting review duties as necessary
Work with internal stakeholders to monitor results against budget and update forecasts as necessary
Support the external audit process, including quarterly reviews and review of client-prepared documents
Assist with the implementation and ongoing compliance with Sarbanes Oxley Section 404
Monitor, interpret and communicate evolving accounting guidance to ensure compliance
Implement, maintain and continuously improve reporting procedures to comply with financial and internal control requirements
Communicate and explain financial reporting issues and outcomes to internal and external parties
Manage Royall & Company’s financial reporting and supervise a team of accountants
Participate in and/or lead specials projects

210

Project Management Lead-financial Reporting & Planning Solutions Resume Examples & Samples

BA/BS with concentration in Accounting, Finance, FP&A, IT, Project Mgmt. or equal work experience
4-6 years of directly related experience with a strong project management background
Oracle enterprise performance management and business intelligence Hyperion certification preferred
Strong interpersonal, influencing, communication and organizational skills
Ability to work with various/complex stakeholder groups and functions, and various levels of management
Previous people management or supervisory experience

211

Financial Reporting Team Specialist Resume Examples & Samples

In this position, you will be responsible for the subject-specific leadership of a team right from the first day, will ensure operational provision of services, taking into account optimum utilization of resources, and will develop the services
As a capable accounting expert, you will lead and advise the team on all questions relating to services and processes and act as the internal point of contact for all specific questions from the specific units
You will be responsible for developing accounting-related topics and finance processes and will take appropriate measures to ensure high service quality at any time
You will support the disciplinary managers in the long-term planning of resources and participate in employee management, evaluation and development
You have a degree in business administration with a focus on finance and accounting or have completed a formal vocational training program with continuing education to become an accredited accountant (certified accountant (IHK))
You have already amassed several years of professional experience in the field of accounting, preferably at a manufacturing firm, and can rely on highly developed process knowledge
You have excellent knowledge of IFRS and understand the connections that apply in the consolidation processes for consolidated financial statements
You are a proficient user of the ERP systems (SAP R/3 FI is advantageous) and MS Office (especially Excel) and communicate clearly and in a manner appropriate to the target audience in both German and English, Italian is a plus
If you are appreciated within your team as a capable point of contact for topics in your field, we look forward to receiving your application with a statement of your earliest possible start date and salary expectations

212

Wealth Division Financial Reporting & Special Projects Manager Resume Examples & Samples

Directs the financial activities of the Wealth Management Division and prepares financial analyses of the operations of the division, including interim and final statements with supporting schedules, for the guidance of Wealth Management Division Director and Senior Leadership team
Assists with the establishment of financial objectives and policies of the Wealth Management Division and
Prepares reports that outline the division's financial position in the areas of income, expenses, and earnings based on past, present, and future operations
Coordinates and directs the preparation of the annual profit planning and quarterly financial forecasts, institutes
And maintains other planning and control procedures and analyzes and reports variances in conjunction with the Wealth Management Director and Senior Leadership Team. Monitors the fixed asset budget to ensure that items are budgeted and ordered timely. Review the staffing summaries and FTE request to ensure that the Wealth Management Division stays in line with staffing profit plan
Coordinate the administration of the Wealth Management Division Incentive Matrix Program to include the
Continued review and revision of the plan guidelines and templates and the annual review of grading results for consistency
Reviews reports to analyze projections of sales and profits against actual figures, budgeted expenses against final totals, and suggest methods of improving the planning process as appropriate
Development, analysis, and interpretation of statistical and account information in order to appraise the operating results in terms of profitability, performance against budget, and other matters bearing on the fiscal soundness and operating effectiveness of the Wealth Management Division. Supervise the development, implementation, and ongoing operations of the Quantifacts Profit Manager system
Interact with appropriate Trust Operations and Financial Reporting Staff as needed to ensure integrity of fee reporting and analysis on the Quantifacts Fee Reporting System. Coordinate with the Quantifacts Systems Administrator the running of periodic fee reports to review Wealth Management Division profitability and fee exceptions. Periodically assist with the survey of competitive fee data to determine if the Wealth Management Division schedules are current and competitive
Oversee the review and evaluation of new technology and software to determine its applicability to the Wealth Management Division environment. Provide functional guidance and supervision to the Wealth Management Division technology area
Furnishes internal reports, revises and updates reports to be more useful and efficient, and furnishes external reports as requested
Conduct training for Wealth Management Division Team Leaders on topics of profit planning, financial report interpretation and analysis, profitability analysis reports, and fee enhancement reports
Serve as Wealth Management representative on Trust and Bank task forces for the development of financial reporting, audit, and information
Coordinate with BB&T's financial management group, the financial areas of the banking network and other product lines for the preparation and submission of information requested by those areas
Assist with the design, implementation, and execution of profitability analysis reports for the Wealth Management Division Groups
Provide Wealth Management financial reports to the Trust Division for preparation of the required regulatory reporting
Subscribe to financial comparison surveys to determine if BB&T's Wealth Management Division's financial/profitability results are competitive
Continue to evaluate financial reporting processes and periodic reports for continued automation improvements and efficiencies
Serve as Wealth Management Division Representative to the Trust Technology committee to review and evaluate technology projects and initiatives
Actively participate in special projects such as acquisitions, systems implementations, etc
Assist with the coordination of the creativity and innovation efforts of the Wealth Management Division to ensure efficiency, cost savings, and revenue enhancements
Bachelor's degree in trust management, banking or accounting or equivalent education and related training
Five to Ten Years of experience
Strong communications skills (both oral and written) with ability to listen effectively and respond clearly and directly
Strong presentation skills and an ability to communicate with a wide range of management levels
Strong organizational skills and proactive follow-up skills
Ability to judge when to act independently and when situations should be referred to higher management
Ability to work with little or no supervision and to take an orderly, systematic approach to work
Analytical ability with capability to gather relevant data and factors, apply logic and develop results-oriented conclusions
Demonstrated interpersonal skills with a capability to work cooperatively and interface effectively with others
Demonstrated mathematical skills necessary to perform calculations accurately, forecast, budget, and/or report quantitative data
Demonstrated leadership and project management skills
Working knowledge of supporting technology tools (Word, Excel, PowerPoint)
Graduate degree in law, business or accounting
Certifications as CPA, CFP, CTFA or comparable designations

213

Financial Reporting Assistant Manager Resume Examples & Samples

Manage the financial statement preparation/audit process
Manage clients, auditors and internal teams
Ensure compliance with regulations and accounting standards
Resolve any issues arising in the accounts preparation/audit process
Implement and update BNY Mellon Financial Reporting Procedures
Manage, coach and develop staff
Engage in the training and personal/technical development of staff
Excellent analytical skills with the ability to identify and resolve issues
Ability to develop and maintain strong contacts with auditors, internal parties and clients
Ability to apply accounting standards and regulations impacting fund financial statements
Ability to motivate a team and demonstrate leadership skills
A high level of commitment to the delivery of a quality service to the client
At least 4 years auditing/accounts preparation experience, 3 years of which in the funds industry
Knowledge of the relevant accounting standards and regulatory requirements pertaining to the funds industry

214

Financial Reporting & Systems Interns Resume Examples & Samples

Prepare and distribute reports, metrics as requested
Perform General Ledger and/ or BlackLine maintenance
Review and post weekly feeds from subsystems to General Ledger
Assist with the preparation of financial reports used for review and analysis
Prepare topside journal entries and support other month end close activities
Assist with submission of non-financial data and liaise with members of the GL teams
Assist with auditor requests and communications
Continuously identify areas for process improvements
Previous business internship/co-op experiences with strong business acumen beneficial (preferable not required)
Strong Microsoft Excel spreadsheet proficiency
Strong analytical thinking skills and ability to solve programs
Detail oriented with ability to learn quickly
Assignment starts June 2017, must be able to start within this timing

215

VP, Accounting Policy & Financial Reporting Resume Examples & Samples

Act as a key contact between controller-ship and business partners
Advise the business on the accounting implications of non-routine transactions, including identification, assessment and documentation activities on topics potentially including M&A activity, financial instruments, software capitalization, stock-based compensation, leases or consolidations
Collaborate cross-functionally with executives and teams across the business to achieve high quality internal and external financial reporting objectives
Coordinate the quarterly and annual audit reviews and procedures through management of the audit team and corporate accounting department
Engage with business enterprises to provide accounting support for due diligence efforts, product launches, and partnership or joint venture arrangements
Lead and/or participate in special projects as necessary
15-20 years’ work experience in accounting, including Big 4 accounting firm experience
Advanced knowledge of US GAAP and SEC rules and regulations
Demonstrated application of US GAAP to purchase accounting and assessing financial instrument accounting implications
Proven leadership capability, ability to collaborate cross functionally with senior leadership, and stewardship in taking on full ownership over work product

216

Gpc-financial Reporting Resume Examples & Samples

Responsible for ensuring the successful delivery of Financial reporting client change and migration of activities to Gurgaon
The selected candidate may be required to directly talk to the end clients, understand their process/systems and integrate those processes in Citi Bank operations environment
Should be confident to take on the questions of experts from various sites/clients in the requisite product stream and answer them effectively
The candidate will be responsible for overseeing the quality of reporting and, ensuring appropriate service delivery and client coordination. The candidate will be required to build strong partnerships between clients and other operational hubs, with overall accountability for operational delivery out of Gurgaon. In addition the candidate will be responsible for coordinating client changes, ensuring successful and efficient implementation
Manage existing and develop new and innovative workflow processes in a complex high volume growth environment
Maintaining at all times a robust control environment
Higher or equivalent in relevant subject (e.g. Finance, Investment Banking)
10 to 15+ years of experience in Tier 1 global financial institutions with at least 5 years in a middle office or back-office servicing environment
Experience in driving operational efficiency, developing quality business metrics covering unit costs, reporting metrics, internal control statics and customer service KPI’s
Deep product knowledge of the funds management, with in-depth insight into how Operations and Technology functions within a global Tier 1 financial institution
Self-reliant, good problem solver, results oriented
Valuing Diversity: Demonstrates an appreciation of a diverse workforce. Appreciates differences in style or perspective and uses differences to add value to decisions or actions and organizational success

217

Mgr Financial Reporting Resume Examples & Samples

Knowledge of accounting principles to establish and maintain clinic accounting system
Knowledge of effective supervision, counseling, and employee evaluation
Knowledge of computer accounting systems and applications
Knowledge of all relevant financial accounting systems
Skill in using cost information to determine rate charges
Skill in analyzing accounting information for management decision-making
Skill in identifying and resolving problems
Skill in performing mathematical calculations
Ability to interpret, adapt and apply cost accounting policies and procedures
Ability to evaluate various accounting and business intelligence systems
Ability to analyze relational database models and utilized respective query languages
Ability to delegate responsibility and authority to staff
Ability to communicate information effectively with patients, medical staff and others
More than five years of professional experience in accounting, auditing, finance or IS, including two years in a health care organization
Additional appropriate education may be substituted for three years of healthcare accounting experience

218

Manager of Financial Reporting Resume Examples & Samples

Assist in the preparation of external financial statements and notes including the statement of cash flows
Prepares and reviews account reconciliations in connection with the Company's monthly close process
Reviews and validates reconciliations and makes suggestions for improvements
Monitors current developments related to accounting standard setting bodies and remains current on technical accounting literature to identify/assess possible changes to accounting policies and practices
Liaise with and assist external auditors with annual audit inquires
BS or BA Degree in Finance or Accounting required; CPA required
Minimum 6+ years' combined public and/or corporate experience
Strong technical background in financial reporting, IFRS or US GAAP, and ability to understand, implement and communicate very technical issues in an effective manner
Experience in the financial aspects of acquisitions, including due diligence and post-merger integration

219

Financial Reporting Assistant Manager Resume Examples & Samples

Full mastery of fully qualified position
Minimum of 4-5 years proven and progressive financial reporting and/or accounting experience, or equivalent. Public or major corporate accounting or financial services and/or asset management experience preferred
Bachelor’s degree in business, accounting, finance, related field or equivalent experience; CPA designation preferred
Strong problem solving, analytical, documentation and communication skills, control awareness and ability to multi-task
Proficiency in Microsoft word, excel and spreadsheet automation, pertinent mainframe systems and software packages
Experience with automated accounting systems preferred

220

Manager of Financial Reporting Resume Examples & Samples

Review and prepare financial statements, financial statement footnotes, MD&A, and SEC filings
Research and document compliance with U.S. GAAP
Manage work with external auditors
Manage the over sight for technical accounting issued such as stock-based compensation, variable interest entities, derivatives, pension accounting, etc
Oversee financial reporting SOX compliance
Be a Certified Public Accountant (CPA) or other equivalent professional qualification
Have a minimum of 6 years of public accounting experience – preferably with Big 4 Firm or top tier – or financial reporting experience
Have strong knowledge & experience with U.S. GAAP and SEC reporting requirements
Have knowledge of IFRS is a plus for the successful candidate for this role
Have the ability to work independently without close supervision
Have Ability to effectively interact and work with a diverse group of managers, and associates
Have a sense of urgency and decisiveness

221

Consultant, Financial Reporting Resume Examples & Samples

Accounting experience within the Investment Industry is a distinct advantage, financial reporting background an advantage
Excellent interpersonal skills, as this role requires interaction at all levels of the organisation
Excellent desktop, IT and systems skills. Experience of Invest One and/or Sun advantageous

222

Technical Coordinator, Financial Reporting Resume Examples & Samples

Plans and manages the team workflow to accomplish critical tasks on time
CPA is desired but not required
In-depth Client Accounting/Industry Knowledge is required
3-5 years industry experience

223

Financial Controller Specialist Functions & Divisional Financial Reporting Resume Examples & Samples

Ensuring timely and accurate closing of the divisional general ledger including performing analytics, gathering data from the business units to facilitate analysis of the result for the Divisional CFO
Monitoring of expenses and performance of real time analytics to ensure expenses are accurate
Overseeing the expense allocation process from a Divisional level to a product level
Delivery of the first line risk functions to ensure Finance, Financial Statement and Regulatory Reporting risks are properly identified, mitigated and controlled (including the testing of key controls)
Provision of providing accounting advice to the business and CFO and the preparation of technical accounting papers on significant or unusual transactions
Monitoring of the divisions investment portfolio including consolidation of investments backing policyholder liabilities and regulatory reporting on investments held
Compilation of the Wealth Australia division’s component of ANZ ADI’s returns including compliance with ANZ’s regulatory reporting framework
Identification of process improvement areas to help eliminate, simplify, automate and relocate tasks
Managing and continuously developing a team of 12 highly motivated on-shore staff and overseeing the performance of the offshore team
Significant experience with statutory and regulatory accounting within a Wealth and Banking environment with strong working knowledge of investment accounting
Strong risk management and auditing skills
Deep understanding of Australian Accounting Standards
Background in preparing technical accounting papers that can stand up to the scrutiny of external auditors
Leadership of finance professionals
Chartered Accountant (CA) or Certified Practicing Accountant (CPA) or equivalent, ideally with Big 4 experience
Strong interpersonal skills and ability to influence at all levels of the bank
Ability to work in a high paced and dynamic environment

224

Audit Financial Reporting Advisory Services Resume Examples & Samples

International organisation with reputational brand
Working in an entrepreneurial environment with excellent growths perspective
Leading conversion and implementation projects
Taking an active role acquiring new customers and developing innovative service offerings
We offer you a varied and challenging role in a fast growing company
A degree from a university or technical college in Business Administration, Finance or Accounting would be an advantage
Strong technical skills (IFRS and/or US GAAP)
Team leading and project management skills
You have and advisory mind-set and convincing client communications skills
CPA, ACCA or similar exam is an advantage, but not a requirement
You communicate confidently in German and English. Any further languages would be an advantage

225

Financial Reporting & Consolidations Manager Resume Examples & Samples

Tracking, monitoring, and reporting of legal, environmental, and compliance project costs
Corporate Admin division monthly expenses and variance analysis
Tracking, monitoring and reporting of Global admin functional costs
Monthly management report generation
Communicate and coordinate with field on specific analysis
Monthly review of Corporate consolidation entries and roll-forwards
Quarterly reporting pack administration and consolidation
Assist with preparation for year-end audited financial statements
Monthly & Quarterly financial statement preparation for external shareholders
Maintain Global Chart of Accounts

226

Global Head of Financial Reporting & Accounting Policy Resume Examples & Samples

BA/BS Bachelor’s Degree in Accounting
A minimum of fifteen (15) years of professional experience including positions as a Controller, Assistant Controller, Head of Reporting or Accounting Policy, or related Financial Officer of a leading hospitality or lodging company, related consumer focused business, or in Audit with a Big 4 accounting firm covering the hospitality industry
A minimum of ten (10) years of experience at the Director level
Track record of successfully managing all disciplines within the global reporting and accounting policy functions and adding value in the growth and development of a business
Strong knowledge of technical and policy matters of relevant accounting topics
Proven knowledge, experience and success working with Sarbanes-Oxley compliance and documentation
Ability to disaggregate, analyze and reconcile consolidated financial data in an accurate and timely manner
Ability to coordinate between various corporate offices, Hilton International and Hotel Finance Directors
Active Certified Public Accountant license
MA/MS Master’s Degree in Business Administration
A minimum of fifteen (15) years of experience in a Finance and Accounting environment
A minimum of seven (7) years of experience at the Executive level
Knowledge of general ledger and reporting packages
Experience designing and training accounting policies

227

Director of Financial Reporting Resume Examples & Samples

Preparation of 10-Qs, 10-Ks, and earning releases filed with SEC
Preparation of footnote and MD&A disclosures
Preparation of monthly and quarterly internal and external reports
Assist external CPA firm with the audit
Research GAAP and SEC rulings

228

Financial Reporting Controller Resume Examples & Samples

Prepare Balance sheet and expense account reconciliations for internal audit purposes ? (3Rs)
Completed Bachelor?s degree in Economics, Finance or Business related discipline and availability to work full time (8 hours a day)
At least 1-3 years of experience related to finance or accounting

229

SRP Financial Reporting Resume Examples & Samples

Build solutions identifying innovative and pragmatic implementable ideas
Provide subject matter expertise on Customer source systems, Master Data, Hierarchy management, General Ledger set up and financial control and reporting processes
Follow agreed Project Management governance and reporting principles
Minimum degree or equivalent
Knowledge and Experience of Financial Control Processes and Systems
Systems analysis techniques
Ability to work collaboratively in large team
Full project lifecycle processes
Business analysis techniques
Expert user of Microsoft Project, Excel, PowerPoint, Word, and Visio
Pragmatic rather than idealistic outlook
Experience in implementing Financial Control related change
End to End Process change experience i.e. the full project lifecycle including testing, reconciliation, user acceptance and post-implementation review / support
Experience of working to tight deadlines in a fast-moving environment
Experience in working with complex, interdependent process frameworks
Experience in analysis of risks within processes and design of mitigating controls

230

Financial Reporting Professional Accountant Resume Examples & Samples

25% - Prepare and analyze corporate Financial Reporting Packages on a quarterly basis
35% - Responsible for the preparation of monthly/quarterly/annual financial reports/surveys
15% - Assist Business Unit accountants to ensure accurate financial reporting
15% - Reconcile data between the general ledger and Corporate financial reporting systems
10% - Complete or assist in completion of miscellaneous projects
4 year Accounting degree or 4 year Business/Finance degree with accounting experience
2 years related accounting/business experience
Experience utilizing technology and systems
Demonstrated continuous improvement focus
Demonstrated understanding of and commitment to internal controls
Proven ability to manage multiple priorities, self-motivated

231

Corporate Financial Reporting Resume Examples & Samples

Prepare journal entries and monitor daily cash and other detail transaction activity in the ledger
Prepare regulatory reports including quarterly FR Y-9LP
General ledger balance reconciliation and substantiation – Complete reconciliation and substantiation of numerous corporate general ledger accounts
Financial Statement preparation – Prepare monthly and quarterly internal financial statements with supplemental disclosures
Excellent analytical skills of monthly financial performance
Strong accounting skills
Initiative, ability to work independently yet keep all parties apprised of key issues
Excellent oral and written communications skills - significant interaction with senior managers
Extremely strong organizational skills including judgment and decision making abilities
BS in Accounting or equivalent required

232

Audit Financial Reporting Advisory Services Resume Examples & Samples

You will gain experience working in various different projects in the technical financial reporting area
You will help our clients to improve their financial reporting and to comply with new standards and market expectations
Support in developing and delivering internal and client technical trainings and events
2-4 years' experience with technical competencies in IFRS and/or US GAAP
You have and advisory mind-set

233

Financial Reporting Resume Examples & Samples

Prepare financial statements and account files for various clients in an efficent and speedy manner
Resolve queries arising from auditors, third parties etc
Liaise with internal teams as needed
Liaise with financial reporting teams in other locations
Ensure completed financial statements are signed and filed on a timely basis with all relevant parties
Qualified or part-qualified accountant
Previous experience of preparing Financial Statements
Proactive, enthusiastic and motivated
Strong working knowledge of MS Word and MS Excel

234

Consultant, Financial Reporting Resume Examples & Samples

Preparation of interim and annual financial statements for the Investment Funds under NTI’s administration
Liaison with external auditors and dealing with audit queries
Preparation of regulatory returns, including compliance reports, Central Bank and CSO returns
Ensuring other Tax compliance deadlines are met in relation to the Funds under administration
Seek to learn quickly and continually improve service offered
Assist other colleagues. Act as effective team member within the unit and with other units by imparting knowledge as appropriate. Liaise with other units – Shareholder Services, Trustee, Corporate Actions, Control, Accounts and Fund Managers

235

Technical Coordinator, Financial Reporting Resume Examples & Samples

A College or University degree and/or relevant client accounting work experience is required
Previous financial reporting/fund accounting experience required
In-depth client accounting/industry Knowledge

236

Director of Financial Reporting Resume Examples & Samples

Direct the LATAM Quarterly reporting agenda, including the following: direct and manage the LATAM quarterly control agenda (rep letters, meetings and presentations, etc.), coordinate Business and Accounting Issues Communication (BAIC) analysis and communication from the Operating Units and to Corporate, track and resolve open accounting issues, control items and business projects. Additionally, coordinate with Operating and Business Unit Controllers on their pre- and post- close reporting packages and rep letters (accountable)
Guide quarterly and annual financial reporting and control processes, including preparation of materials for the quarterly pre- and post- close meetings with Corporate Control as well as participation in presenting the results during these meetings (accountable)
Support the budget management process of the LATAM HQ providing guidance in the accounting of the expenses, information of the actual results, support on AOP preparation and SAP training and maintenance of cost centers and account structures, in conjunction with the Mexico SSC (accountable)
Support and co-lead the OCF management process for LATAM Sector providing guidance to operating and business units, insights and information of cash flow performance, including quarterly presentations to Corporate Finance and Control (accountable)
Direct External Auditor quarterly reviews, providing all the information required, the analysis and insights needed to support Sector quarterly review and year-end audit assessments (accountable)
Conduct annual technical training on PepsiCo accounting policies and technical accounting developments, as necessary (accountable)
Provide executive oversight of the LATAM Annual Assets Impairment process, presenting and discussing the results to the Sector and Corporate (accountable)
Support quarterly and annual Balance Sheet and country reviews for all LATAM countries in conjunction with LATAM Controller (as necessary), Assistant Controller, Internal Controls Senior Director and Operating/Business Unit Controllers (executing) and in accordance with required control activities
Coordinate review and approval of CAPEX submissions by the LATAM Control team, including technical accounting considerations. Lead consultations with Corporate Control, as necessary (accountable)
Complete ad hoc requests by LATAM Sr. Management, BU Controllers and Corporate, as needed (accountable)
Provide LATAM Operating and Business Unit support on all financial reporting technical matters (including hedging), as needed (accountable)
Responsible for coaching, objective setting, career development and training of two direct reports (accountable)

237

Chief, Financial Reporting Service Resume Examples & Samples

Oversees the management of activities undertaken by the Service, ensures that programmed activities are carried out in a timely fashion and co-ordinates work in the different areas both within the Division and Department, and with other organizations of the United Nations System, as appropriate
Leads and provides strategic direction for the inclusion of accounting business requirements in development and implementation of International Public Sector Accounting Standards (IPSAS)
Co-ordinates the work carried out by the UN IPSAS project Team and works closely with managers in Offices Away from Headquarters, Regional Commissions, peacekeeping and special political missions; provides substantive reviews of emerging issues to improve accuracy, disclosure, consistency and formats of financial statements and ensure issuance within timeframes specified in Financial Regulations
Provides further substantial guidance in support of the implementation of Umoja
Co-ordinates and oversees the timely and accurate preparation of published financial statements comprising the Regular Budget, Peacekeeping Operations, Tribunals, Iraq Escrow accounts, UN Compensation Commission, International Trade Centre, UN University and UNITAR
Represents the Division and reports to intergovernmental and legislative bodies on financial and accounting issues raised, as appropriate
Develops appropriate accounting policies, procedures and systems of internal control
Maintains working relationships with internal and external auditors; advise and guide the Division staff on financial matters
Oversees the programmatic/administrative tasks necessary for the functioning of the Service/including preparation of budgets, reporting on budget/programme performance, evaluation of staff performance (PAS), inputs for results-based budgeting
Oversees the recruitment of staff, taking due account of geographical balance
Fosters client-focused approach to problem–solving, and expanded use of information technology tools

238

Director of Financial Reporting Resume Examples & Samples

Create and maintain SEC filing calendar
Research, document and incorporate new accounting pronouncements applicable to the company into regulatory filings. Also keep abreast of industry trends and best practices
Monitor and ensure timely identification and compliance with evolving accounting guidance, provide US GAAP interpretation and prepare technical memorandums that document issues in a clear, logical and comprehensive manner
Manage the preparation of various SEC reports, including 10-K, 10-Q, S-1, S-3, S-4, and 8-K as well as review XBRL tagging
Prepare quarterly earnings release and collaborate with the Corporate Controller, CEO, CFO and Investor Relations
7+ years of hands-on SEC filing experience required

239

Financial Reporting Intern Resume Examples & Samples

Consolidate and review monthly account reconciliation’s
Prepare and post recurring monthly journal entries
Assist in the preparation of monthly financial schedules
Review and update monthly financial reporting process documentation,
Validate and document internal controls over financial reporting
You are currently pursuing a Bachelor’s in Accounting
You have experience with CAS accounting software – preferred
You have experience with SAP - preferred

240

Director of Financial Reporting Resume Examples & Samples

Prepare analysis each period to support judgmental reserves and accruals
Assist in the preparation of quarterly board presentations
Assist the Controller with property tax audits, sales/use tax audits and insurance audits
Degree required
Timberline experience
Real Estate Development or REIT experience
Superb attention to detail and strong organizational skills

241

AVP, Financial Reporting, Group Finance Resume Examples & Samples

Maintain accurate and timely Bank financial records which are in compliance with Singapore accounting standards and DBS accounting policies
Analysis of the Bank’s financial performance
Lead / participate in implementing best in class financial reporting and disclosures standards and performing benchmarking practices where required
Participate in implementing new accounting standards changes
Work proactively with Operations and Technology to have a thorough understanding of the internal and operating controls surrounding the financial process. Work with the relevant upstream partners to ensure controls that should be in place are in place and are functioning adequately
Lead / participate in implementation of Finance systems and standard operating processes to achieve adequate controls over maintenance of proper financial records, including GL account ownership and substantiation procedures
Identify and drive finance systems/process efficiency
Handle ad-hoc assignments as and when necessary

242

Financial Reporting Ld Analyst Resume Examples & Samples

Assist in monitoring of fund accountant performance, conducting appraisals and performing standard staff management activities
Supervise and monitor production of financial statements, Review of accounts working papers files
Liaison with appropriate external and internal parties re work deliverables and processes
Be aware of the risks of team operations and deliverables and ensure required controls maintained and procedures complied with
Provide training and guidance Fund Accountants
Other project work and ad-hoc tasks as required
Experienced accountant with sound double entry and financial accounting knowledge including UK GAAP or equivalent standards exposure
Good knowledge of the securities industry with experience in an FCA regulated business
Experience of IMA SORP requirements and financial reporting for OEIC / Unit Trust or equivalent vehicles preferable
Experience of Taxation requirements for OEIC / Unit Trust or equivalent vehicles preferable
Excellent computer skills, in particular Excel
Accounting qualification Qualified (ACA / CIMA / ACCA) or part qualified (ACA / ACCA) [preferable]
FCA T&C threshold competence [preferable]

243

Team Lead, Financial Reporting Resume Examples & Samples

Carries out complex activities with significant financial, client, and/or internal business impact
May have direct interaction with committees and/or Senior Management
Able to facilitate discussions and reach decisions
A College or University degree and/or some relevant work experience is required. Leadership and organizational skills are needed to prioritize assignments and provide feedback to staff
Functional / Industry Knowledge is required
Technical skills are required

244

Financial Reporting Oversight Reviewer Resume Examples & Samples

Knowledge of accounts preparation and review
A proactive approach to problem solving, logical thinker with a good mathematical background
Substantial experience in an accounting environment (ideally practice background)or fund accounting / administration
Good working knowledge of Microsoft applications (e.g. Excel, Word, Outlook, PowerPoint)
Ideally studying ACCA / ACA

245

Financial Modeling Financial Reporting Resume Examples & Samples

Research and Analyze financial models across all business lines
Work on short term and long term financial projects
Work closely with Senior Management on corporate board presentations
Present complex financial information-both written and oral to both financial and non-financial teams

246

BUK Financial Reporting & Control Resume Examples & Samples

Develop external reporting solution for RFB
Work with Group SRP and Technology to build and implement the solution
Develop Board of Directors and Board Audit Committee pack
Develop and implement Consolidation and Reporting Target Operating Model
Design the process and controls to meet SOx requirements
Analyse AS-IS process and system, present findings and recommendations for required change to sponsor/stakeholder for approval
Identifying and promoting innovative and pragmatic implementable ideas
Develop and communicate business case and delivery plans required to gain support and deliver the change
Lead the implementation of solution into the operational environment including preparation of user documentation
Provide post implementation support to financial control stakeholders and users ensuring change is implemented successfully in the line teams
External Statutory and Regulatory Reporting experiences in Banking Industry
Overall understanding of ‘minimum standards’ for SOx and control issues reporting
Ability to understand, implement and drive improvements to a risk & control framework
Strong leadership skill
Excellent analytical and problem solving skills, including the ability to identify all options and make a recommendation on the best option for a particular situation
Ability to take ownership and responsibility, proactively managing work through to completion, in line with deadlines
Able to effectively cope with the demand of having multiple deliverables to execute within a short timeframe
Able to see the bigger picture and how the overall reporting framework will operate
Strong control and governance awareness
ACA, CIMA, ACCA or equivalent accounting qualification

247

Financial Reporting Resume Examples & Samples

According to established procedures, oversees, reviews and assists in the preparation of mutual fund annual and semi-annual shareholder reports
Assists financial reporting staff in solving problems and addressing issues associated with the preparation of the shareholder reports
Trains financial reporting staff in financial reporting for the mutual fund area. This includes aiding employees in understanding/implementing new procedures and new issues affecting the financial reporting group
Act as liaison with outside vendor and other groups in Fund Administration. Maintain the system for adherence to changes in industry regulations, disclosure requirements and new fund products
A thorough understanding of the system is required in order to determine necessary changes as well as to understand the implications of changes being made
Maintains up-to-data technical knowledge of existing and new accounting and SEC guidelines for the mutual fund industry. Researches and implements appropriate procedures to ensure compliance
Develop and maintain additional reports as identified in the report preparation process
Supervises financial reporting staff in the preparation of Proforma financial statements as required
Assists financial reporting manager in preparation of financial information for annual N1-A filings. This includes maintaining an understanding of the SEC requirements for N1-A filings
Calculation of expense ratios used in fee table presentations of the filings. Supervise the financial reporting staff in providing the financial information used in the Statement of Additional Information Section of the filing
Supervises the workload among financial reporting staff to see that responsibilities are completed in a timely and accurate manner
Manages the planning phase of the financial reporting cycles. This includes working with other areas of the company to determine a schedule to ensure timely completion of shareholder reports within company and SEC guidelines
Coordinates and implements special projects for Financial Reporting as assigned
A minimum of five years of accounting experience, two of which are in a supervisory role
Mutual Fund experience and/or financial reporting experience is preferred
Interpersonal skills necessary to interact effectively with a variety of individuals including subordinate personnel are required
Must have an advanced understanding of accounting and financial principles and be able to apply these principles to accounting for mutual funds
Must have strong analytical skills to solve complex accounting issues, be proficient in reviewing detailed financial data and show initiative in problem solving and follow up
Must be proficient in the use of computer equipment and software, specifically spreadsheet applications and mutual fund accounting systems

248

Head of Financial Reporting & Accounting Resume Examples & Samples

Master in Accounting (Cand.merc. Aud or equivalent education at masterlevel)
10 years plus experience in accounting
5 years plus management experience
Experience in Engineering or manufacturing business (preference)
Statutory Accounts and Corporation Tax computation preparation and transfer pricing
International experience with group consolidation and reporting skills/experience
Danish speaker would be preferable
Conduct accounting and financial risk related tasks

249

Senior Specialist Financial Reporting Resume Examples & Samples

Prepare intercompany reconciliations for FleishmanHillard and its related entities
Assist with intercompany invoicing to ensure proper routing
Create intercompany settlements on a timely basis to minimize exchange rate impact
Reconcile outstanding intercompany items throughout the month
Perform intercompany revenue and expense analysis
Create intercompany payables/receivables journal entries as well as accounts payable vouchers
Assist Financial Reporting group with various duties during the monthly and quarterly close process including preparing the company’s financial reporting packages with detail
Support the forecast compilation process in addition to monthly and quarterly balance sheet and P/L analysis
Help maintain and monitor the financial reporting group’s task list to ensure timely completion
Work on special compliance projects as needed
0-2 years accounting experience, background in public accounting/auditing
Attention to detail, strong problem-solving ability and a well-defined work ethic
Ability to handle multiple priorities under strict deadlines
Excellent computer skills – specifically Excel
PeopleSoft and Hyperion Financial Management system experience a plus
Ability to take on tasks to completion
Great organization skills are necessary

250

Team Leader, IOO Financial Reporting Resume Examples & Samples

Strong accounting / financial services/ capital markets work experience or equivalent knowledge
Demonstrate through examples /evidence of strong operations knowledge including secondary review & controls, risks & mitigation
Demonstrate through examples /evidence day to day team management, mentor/coach team members and sharing feedback
Demonstrate through examples /evidence analytical ability, problem solving, and escalation of issues
Intermediate proficiency of MS Office specifically Excel and PowerPoint
Demonstrate through examples /evidence excellent written and verbal language skills, ability to independently address technical & non-technical issues, knowledge share / training sessions conducted , proactively troubleshoot and manage escalations, and work with global teams
Demonstrate through examples /evidence, the above listed core skills and competencies in the current role over a period of at least 24 months OR overall industry experience of 6+ years
Responsible for all the business deliverables of Accounting / Reporting / Fee Billing functions
Lead and organize the work of the team, set short-term priorities, ensure timely and accurate completion of the work
Responsible for delivery of all client reports accurately and within specified timeframes
Should take care of any escalations and focus on resolution of complex transactions, where expertise is required to interpret policies, guidelines and/or processes
Maintain and monitor Key Performance Indicators for the functional areas under control and lay down corrective measures to improve indicators that have breached standards
Ensure team is familiar with and understands requirements described in the Clients’ SLA’s
Manage the performance of employees within the team
Ensure continued training and staff development, monitoring the performance and development and training of individuals within the team
Ensure fair allocation of tasks amongst the team. Ensure appropriate cover is arranged when managing absence
To ensure due oversight and controls over the daily processes covered by the team
Interact effectively with home country team in resolving exceptions arising out of daily processing and to improve service delivery of Bangalore team
Partner / candidate should have minimum 6 years overall experience in a similar domain and 2 years in the current role
Prior experience (atleast a year) in team handling is preferred
Relevant industry: Financial Services, preferably Investment Banking, Investment Management
Strong understanding of Accounting / Reporting / Fee Billing concepts
Experience in leading staff and processes
Knowledge of the investment management / asset servicing industry, acquired through experience, is critical for this position
Demonstrated client servicing capabilities and excellent communication skills
Must be resilient to pressure and have the ability to adapt quickly
Accuracy and attention to details at all times, and effectively manage deadlines
Possess effective coaching/ training skills
Organizational skills are required to manage conflicting priorities and multi-task functions in a fast-paced team environment
Has understanding of regulation and risk environment as it applies to the team
Ability to work flexibly when dealing with varying client requirements

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