Management Reporting Resume Samples
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Management Reporting Resume Samples
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DS
D Stiedemann
Darron
Stiedemann
744 Champlin Village
Houston
TX
+1 (555) 242 7724
744 Champlin Village
Houston
TX
Phone
p
+1 (555) 242 7724
Experience
Experience
Houston, TX
Management Reporting
Houston, TX
Zieme-Ritchie
Houston, TX
Management Reporting
- Assist the head of management reporting in developing governance framework for the function within the Financial Services Organization (FSO)
- Track regulatory developments and provide updates to Treasury senior management
- Develop strategies for process improvement starting with idea generation and ending with implementation
- Develop and track metrics that measure improvement of the function over time
- Work across the business and engage with senior stakeholders
- Monthly Country performance reviews and analysis
- Management reporting and analysis including analysis of profit and loss
Dallas, TX
Manager, Management Reporting
Dallas, TX
Bogan-Spinka
Dallas, TX
Manager, Management Reporting
- Manage global processes for planning and forecasting with a focus on creating efficiencies within the Performance Management team
- Establish action items and work to mitigate ambiguities and reconciliation issues
- Develop and maintain standardized best practices regarding the reporting and analysis of business performance on a consolidated basis
- Manage and continue to improve processes surrounding the tracking and reporting of cost
- Develop and report financial metrics core to measuring operating performance; and
- Manage the end-to-end PM reporting process from historical results (Reported) to forward looking targets (Forecast and Plan)
- Manage the accuracy and timeliness of all cost drivers used for reporting actuals as well as planning and forecasting
present
Houston, TX
Associate, Management Reporting
Houston, TX
VonRueden, Hirthe and Olson
present
Houston, TX
Associate, Management Reporting
present
- Provide Flash numbers to Senior Management/Group before finalising the final number for the month
- Provide P&L (Direct Cost) analysis at various levels with commentary
- Provide necessary support in Budget & Forecast Exercise for a specified business unit and/or regional entity
- Provide accurate & clean commentaries for respective functions
- Responsible to identify potential area of improvement and to implement automations/simplified process
- Perform month-end activities for a specified business unit and/or regional entity
- Coordinating with Business Managers to seek clarification around unusual & big ticket items
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
University of Memphis
Bachelor’s Degree in Finance
Skills
Skills
- Highly numerate with strong excel skills, including financial budget modeling and pivot tables
- Strong analytical skills, including the ability quickly to grasp the "big picture" and exhibit judgment in drawing conclusions and solving problems
- Strong and confident communication skills, an organised approach, and the proven ability to work to tight deadlines
- Detail oriented with strong financial reporting and analysis presentation skills
- Excellent working knowledge of Excel
- Outstanding attention to detail; strong analytical and technical skills
- Exposure to international accounting and ideally a thorough knowledge and experience of US GAAP applicable to revenue recognition
- Strong client / networking ability
- Strong organizational skills and ability to successfully manage multiple tasks simultaneously, working under pressure and to tight deadlines
- Strong team player with an ability to operate in a collaborative & flexible manner
15 Management Reporting resume templates
Read our complete resume writing guides
1
Control Program Management & Reporting Resume Examples & Samples
- Design and execute project plans and programs to help design and implement a control agenda across identified business groups; Conduct strategic analyses to further drive initiatives and best practices
- Prepare agendas, meeting materials and other logistical requirements for team meetings and governance committees; track and execute follow up actions plans
- Effectively manage programs and work-streams; reporting, data collection, and data analysis
- Prepare, track and meet project targets and deliverables; escalate issues and roadblocks/challenges, and recommend workable solutions to resolve them
- Participate in metrics development and production, maintenance and reporting of on-going activities
- Develop excellent cross functional working relationships with all business partners globally throughout the firm
- Prepare and present project status reports to project sponsor, and other stakeholders
- 5-10 years experience in project implementation; Strong track record managing large-scale and complex projects
- Strong background in, and familiarity with, the LOB’s core businesses or core corporate functions would be helpful
- Outstanding ability to analyze problems and exercise sound and balanced judgment; Ability to successfully implement high visibility projects and possess strong attention to detail
- Exceptional ability to communicate effectively in a concise manner (both verbal and written), with high degree of comfort communicating with senior management
- Good team player - one who is able to prioritize in a fast moving, high pressure, constantly changing environment
- Bachelor degree required preferably in business/finance or related field
2
Management Reporting Resume Examples & Samples
- Daily and Weekly Revenue reports covering all desks across EMEA (Institutional Securities Group + Investment
- A proven ability to source, extracts, manipulate and analyse data
- Outstanding attention to detail; strong analytical and technical skills
- The ability to review and challenge existing excel models
- Strong and confident communication skills, an organised approach, and the proven ability to work to tight deadlines
- Willingness to learn new systems with a strong emphasis on technology and process improvement
- Strong client / networking ability
- Passion to understand how the Business Units in Morgan Stanley operate
3
Management Reporting Resume Examples & Samples
- Daily and Weekly Revenue reports covering all desks across EMEA (Institutional Securities Group Investment Management), looking at revenue drivers and associated metrics (EMEA Managed and Legal Entity)
- Monthly Profit Before Tax and Return on Equity reporting, covering all Business Unit areas across EMEA
- Monthly Country performance reviews and analysis
- Monthly and Ad Hoc Expense reviews for EMEA, across Business Unit and Infrastructure areas
- Monthly consolidation of Business Risk Committee information, across risk and regulatory areas
- Monthly MSIP Metrics reporting
- Quarterly Board Reporting across EMEA, looking at Profit Before Tax drivers, risk & liquidity reporting, market commentary, and Business Unit initiatives
- Ad hoc projects, eg: Branch headcount review, Return on Equity and Country Productivity, Reciprocity, Client Revenue Analysis, Expense analysis for BU Chief Operating Officers
- Development of financial analytics to assist with strategic planning: scenario analysis of business performance to provide key analytical insight into performance optimization
- Legal Entity projections: development of forecasting process for the key EMEA legal entities, working closely with the Legal Entity team to understand key Profit & Loss account drivers
- Forecasting / Budgeting: production of a multi-year plan across all EMEA desks under various scenarios
- Return on Equity sensitivity: development of an Return on Equity sensitivity model across all EMEA Business Units (Institutional Securities Group Investment Management), down to a desk level, both for EMEA Managed and Legal Entity
- Ad hoc analysis for Management: eg financial impact of various Firm strategic actions and market events
- Qualification in Finance, Economics, Accounting, Mathematics / Statistics (or related field)
- A proven ability to source, extract, manipulate and analyse data
- Prior experience in Financial Planning / excel modelling
4
Investment Management Reporting Controller Resume Examples & Samples
- Daily, monthly and quarterly management reporting functions for the Investment Management business
- Including (but not limited to) sales, asset flow, and expense reporting
- Undertaking research of G/L information
- Assisting in optimation of report distribution and standardization
- Strong Excel skills (v-lookups, pivots)
- Good problemsolving skills
- Proficient in powerpoint
5
VP, Management Reporting Resume Examples & Samples
- Experience of working in the international TV production and/or format business, ideally in a multinational, multicurrency environment
- In-depth knowledge across multiple aspects of the business (organizational structure, key players, current business processes and systems, etc)
- Qualified Accountant (ACA/ACCA/CIMA) or equivalent international, graduate or business-related qualification, with significant post-qualified experience
- Proven ability to work as a business partner to senior management, with a variety of functional responsibilities
- Strong analytical skills, including the ability quickly to grasp the "big picture" and exhibit judgment in drawing conclusions and solving problems
- Strong communication and presentation skills, including delivering “finance for non-finance parties”, both internally and externally
- Experience of working in a corporate environment undergoing significant change or growth of the underlying business
- Thorough knowledge of financial statement preparation, reporting, budgeting and analysis processes, with hands on experience of underlying processes
- Strong leadership skills, proactive in driving and affecting change/transition
- Ability to interact effectively and to influence across all levels of management
- Ability to operate in a collaborative manner across business units and functions
- Ability to remain open-minded and change opinions on the basis of new information
- Strong but diplomatic character, preferably having experience in working in a multicultural environment (preferably with one or more languages, other than English)
- Strong leadership skills with commitment to employee development, motivation and training; able to manage team members with an international reach
6
Workforce Management Reporting Internship Resume Examples & Samples
- Support the Reporting Team by assisting with ongoing analysis of labor metrics
- Assess data sources for accuracy
- Assist in the deployment of labor reporting
- Help develop solutions to ad hoc requests from our partners
- Maintain and update any documentation regarding changes to existing practices
- Partner with other Labor Teams, Finance and Operations to support Line of Business initiatives, including providing labor metrics or creating automated processes and workflows
- Project manage selected work efforts, which may include working closely with West Coast Operations or presentations to Executives
- 0 overall GPA or above
- Strong skills in Object Oriented Programming (C#, C, Java)
- Strong skills with Relational databases (SQL)
- Demonstrated strong analytical, problem solving and decision-making skills
- Willingness to learn new software applications
7
Senior Manager, Issue Management & Reporting Resume Examples & Samples
- Maintaining the AML Program Issue Log
- Working with AML Program Team Leads to support consistent execution
- Working with key stakeholders to obtain issue status
- Escalating instances of material non-compliance and failure to implement management action plans as per required timelines
- Formally reporting on AML Program issues
- Maintaining evidence supporting issue closure; and
- Chairing the AML Program Issues Management meeting
- Lead the development of AML Program reports and promote sound practices for AML Program reporting and analysis
- Drive consistency, quality and continuous improvement in the execution of the AML Program reporting framework
- Lead / contribute to the development of methodologies, performance metrics, systems and processes to consolidate, interpret and report on operational risk for a designated portfolio
- Completed University degree in Business Administration, Law or similar and related experience of 7 to 10 years
- Strong knowledge of risk and control concepts
- Experience working with an Operating Group (i.e. Retail Bank, Wealth Management, Capital Markets) / understanding of business operations; and
- Strong knowledge of ML/TF and Sanctions Measures Risks
- Written communication
- Expert analytical skills
- Sound judgement
- Strong logical and data integration skills
8
Regional Management Reporting Controller Resume Examples & Samples
- Prepare consolidated financial reports and board packs on Morgan Stanley Asia Pacific businesses for Asia Executive Committee, board meetings and town halls
- Support CEO and COO in strategic business planning, business initiatives and presentations
- Analyze and oversee Asia Pacific financials and highlight key items to senior finance management
- Communicate and work with various reporting groups to obtain financial inputs for consolidation reporting
- Compile and communicate Budget/Forecast for Asia Pacific Business
- Manage expense reporting for Firm Management
- Support firm management on Budget/Forecast
- Understand and keep up with business changes
- Assist in financial audits *LI-JG1
- Bachelor’s degree in Accounting, Finance or Business
- At least 5 years of accounting or finance experience in banking or similar operating environment
- Practical banking product knowledge preferred
- Prior management reporting experience essential
- Experience in application of expense reporting and cost allocation principles
- Strong English communication and presentation skills
- Advanced computer skills in MS Excel and Powerpoint
- Excellent team player and relationship management skills
- An analytical mind with attention to detail
- Ability to thrive under pressure
- Proactive thinker with ability to challenge and offer solutions
- Appetite to learn and to keep abreast of business and regulatory changes
9
Equity Management Reporting Resume Examples & Samples
- Detailed understanding of Morgan Stanley IED product lines and structure in order to understand and answer frequent revenue and expense queries
- Prepare and distribute accurate daily, weekly and monthly reporting to various Equity Business Units and senior management within Equity Product Control
- Produce regulatory reporting for the Equity Division
- Provide ad hoc reporting to various personnel across Finance and Equity Business Unit as requested
- Prepare weekly, monthly and quarterly Financial Reporting including relevant business commentary to be presented to Senior Financial Management
- Assist with the evaluation and implementation of ongoing process improvements and automation
- Management responsibilities for a team of four
- 5-10 years of experience Strong analytical, communication, and interpersonal skills needed
- Proven track record of good organizational skills, sound time management, and ability to prioritize
- Strong technical skills including advanced knowledge of Excel and PowerPoint
- Proven experience with managing people
10
Equity Management Reporting Resume Examples & Samples
- Prepare and distribute accurate daily, weekly and monthly reporting to various Equity Business Units and senior management within Equity Product Control, with primary focus on regulatory reporting for IED
- Prepare weekly Financial Reporting including relevant business commentary to be presented to Senior Financial Management
- 2-5 years of experience – Experience with Regulatory reporting a plus
- Strong analytical, communication, and interpersonal skills needed
- Good organizational skills, sound time management, and ability to prioritize
- Strong technical skills including advanced knowledge of Excel and Powerpoint
11
Citi Investment Management Reporting Supervisor Resume Examples & Samples
- Seven+ years of performance measurement experience
- Two+ years of leadership/supervisory experience
- Excellent interpersonal, verbal and written skills are required
- Attention to detail is a critical attribute
- Strong ability to multi-task, organize, prioritize and meet deadlines within a dynamic, demanding environment
- Must be a flexible, independent, team player with positive attitude and willingness to step-in and provide support as needed
- Experience with performance reporting systems such as DST/Anova
- Experience with portfolio accounting systems such as Advent Geneva and/or Fitek
- Experience with a private client base and performance standards applicable to such organizations
- Familiarity with Separately Managed Accounts
- Knowledge of Global Investment Performance Standards (GIPS)
- Advent Geneva, DST/Anova, and Factset, experience preferred
- Advanced knowledge of Microsoft Excel
- Intermediate to advanced mathematical skills
- SQL knowledge preferred
- CIPM preferred
12
Micro Strategy Management Reporting Developer & Project Manager Resume Examples & Samples
- Work with the Business Users and the Functional Architecture team to create functional requirements, technical design and delivery plan (work breakdown structure)
- Manage teams of developers in multiple locations (NY/NJ, Tampa, Shanghai, India) to deliver relevant software and related documentation artifacts in a timely and cost-efficient manner
- Ensure excellent level of quality in deliverables including adherence to coding standards, minimal functional defects and application performance in line with agreed business SLAs
- Demonstrate the adaptability to work in a matrixed organizational structure as well as an environment of agile/fluid business requirements
- Integrate with Citigroup runtime platforms, including, Weblogic, Websphere, EMS, BusinessWorks, Ab Initio and its strategic DB offerings (relational and columnar)
- Be responsible for the overall system design and architecture for assigned projects and associated application reference architectures
13
Risk Management Reporting Senior Manager Resume Examples & Samples
- Serve as the team leader with responsibilities and oversight for the production, maintenance and transparency of internal/external reports that are produced on the regional, country franchise and legal vehicle views
- Will have ongoing and direct interaction with the LATAM CRO as well as liaising with all levels of Risk Management, Finance, and Franchise Risk Architecture for reporting requirements
- Assist in the preparation of standard reporting and ad hoc analysis in support of the LATAM CRO including, Semiannual Risk Review, Monthly CEO Review, Country Risk Management Committees, Country Board Reporting, etc
- Develop reporting framework to link portfolio performance metrics with macroeconomic indicators, business performance and environmental leading indicators
- Develop an understanding of the banks business lines and working with the risk management country officers to maintain inventory of local reporting requirements per country
- Participate and/or lead in projects that will enable more consistent and transparent risk reporting across all Citi businesses and promote best practice sharing across businesses and risk processes
- Strong presentation, written and verbal communication skills that clearly articulates messages to a variety of audiences. Fluent in English and Spanish is a strong plus
14
Senior Manager ALM Liquidity Management & Reporting Resume Examples & Samples
- Support business lines in understanding the tradeoffs under the new regulations
- Asset/Liability management positions are, due to significant Capital Markets and Treasury aspects, highly technical and specialized in nature. The thorough understanding of a wide variety of capital markets products and concepts required of this position differentiate it from other high level officer Finance positions
- FIM requirements and regulatory changes both domestically and world-wide create a high degree of reporting complexity and balance sheet management requiring a much higher level of asset/liability management
- Data modeling and reconciliation needs require an advanced understanding of FTP subsytems, Global Businesses, CCAR stress testing and regulatory reporting
- Minimum of five years proven and progressive asset/liability management, treasury and/or banking experience or equivalent
- Master’s degree in finance, economics, related field or equivalent experience
- Strong financial management, data mapping, accounting, statistical, analytical and communication skills
- Some knowledge of inter-company accounting is desired
- Business knowledge of HNAH entities is desired
- Well-developed understanding of liquidity concepts and practices, capital markets products and financial reporting systems. Liquidity concepts include FRB, group, local regulatory, Basel III and PRA requirements
- Strong proficiency in Microsoft Office products(Excel and Word) and general ledger (Essbase and FCR)
- Ability to interface with various levels of senior management, Treasury, Group ALM and Group Businesses
15
Management Reporting Resume Examples & Samples
- Daily and Weekly Revenue reports covering all desks across EMEA (Institutional Securities Group + Investment Management), looking at revenue drivers and associated metrics (EMEA Managed and Legal Entity)
- Ad hoc projects as required
- Previous experience of working within or a keen interest in developing a knowledge of Banking / Financial Services (but not essential)
16
Manager, Market Risk Management & Reporting Resume Examples & Samples
- Managing modeling and hedge strategy for mortgage commitments, including fostering productive relationships with all stakeholders involved
- Work on various project based assignments to improve the measurement and management of the banking book financial position
- Provide valued reporting, analysis and interpretation of mortgage commitment funding behaviour and associated P&L slippage against hedge strategies
- Work with technology to implement best-in-class modeling, reporting and hedging strategies
- Foster strong relationship with all stakeholders of mortgage commitments (product area, Information Technology, Funds Transfer Pricing, Middle Office)
- Communication of key proposals, findings and analysis through memos, power point slides, and personal interaction
- Work on other projects as assigned to enhance the measurement and modeling of market risk in the banking book
17
Senior Specialist Travel Management Reporting & Projects Resume Examples & Samples
- Develop and execute all kinds of T&E and travel reports
- Define and analyse data sources
- Define, implement and manage KPI´s and SLA´s related to Business Travel
- Provide travel analysis for Senior Director Travel Management
- Be the central contact point of contact for all travel related reporting requests and questions
- Maintain, Optimize and enhance Global Travel Data Warehouse
- Further improve existing internal and external reporting and analysis tools
- Run Travel Management projects of all kind
- Knowledge of the business travel industry
- Advanced MS Office skills, especially Excel & Access
- Data Base / MIS knowledge beneficial
- Travel agency booking systems (Sabre, Amadeus) knowledge benefical
- Project management experience
- Ability to identify issues and draw conclusions by analysing different sources
- Excellent understanding of figures and transforming them into actions
- Solid planning, organization and presentation skills
- Strong capability to work independently in addition to teamwork strength
- Proactive, interpersonal and effective communication abilities
- Fluent in German and English
- Certified Travel or Airline Agent, MIS experienced and/or University degree in the travel business market
- Minimum of 5 years working experience within the corporate travel industry (travel agency, airline or travel management department)
- At least first experience in a similar position, ideally in the MIS or reporting department
18
Management Reporting & Analysis Resume Examples & Samples
- Preparation of quarterly management reports
- Detailed analysis of performance
- Work across the business and engage with senior stakeholders
- Monitor and analyse monthly capital ratios
- Research and analysis around regulatory change/banking industry updates
- Ad hoc responsibilities
19
Management Reporting Resume Examples & Samples
- Monthly management reporting
- Decision support for the management team
- Cash flow analysis
- Management reporting and analysis including analysis of profit and loss
- Engagement with senior stakeholders
20
Director, Workforce Management & Reporting Resume Examples & Samples
- Will be an active participant in shaping the near-term and long-term strategy for the Workforce Management team
- Responsible for leading the development, support and continuous evolution of workforce management practices such as forecasting, scheduling and intraday management
- Develop and ensure effective management of real-time practices including real-time adherence, analysis of real-time workload requirements, and call routing to maximize consistent service level delivery
- Ensuring the collection, analysis and reporting on historical contact centre performance statistics; ensure development of relevant strategies to respond to trends
- Partner with business unit leaders and Learning Services organization to align on practices to coordinate scheduling of discretionary activities such as training, meetings, overtime and time off
- Accountable for ensuring all operational reporting and metrics measuring the health of our Service Delivery business is completed
- Establish associate groups and corresponding skillsets to manage the end-to-end client service delivery experience
- Champion for all ACD routing and Workforce Management systems changes and enhancements
- Maintain a complete view of initiatives expected to impact contact metrics such as volumes and average handle time
- Works closely with Service Delivery Leadership Team to highlight key emerging issues identified through the team's reporting and trend analysis efforts
- Formulates senior management presentations, communicating new trends through detailed reporting and analysis; discussing service delivery opportunities on a continuous basis. Attends service delivery leadership team meetings as needed
- Partners with Finance leaders to plan and report staffing needs by business unit
- Recruits, attracts and retains workforce management and reporting associates supporting and leveraging their development
- Employs workforce management processes to identify resource capacity across skills and capabilities, forecasting resource availability and shortage against demand, with corrective resource alignment to ensure we are appropriately staffed to achieve service level objectives
- Develops and employs communication plans to enhance associate awareness, share progress toward goals and to enhance line-of-sight and alignment across the service organization
- Collaborates closely with service leaders and other internal business partners (Implementation, BES, Technology, Sales, HR, Finance, etc.), to ensure alignment of activities and priorities
- Maintains transparency and accountability by providing objective data and analysis and tools that enable leadership to surface issues, and make informed decisions and action plans to support goal achievement
- Exemplifies and demonstrates the values and competencies of ADP's leadership expectations and principles of Stellar Service, (STARS)
- 5-7+ years demonstrated knowledge in Workforce Management best practices with proven success in leading a Workforce Management function supporting multi-site operations with international off-shore teams
- High impact presentation, oral and written communications skills to effectively receive, interpret and disseminate information in a manner that is clear, concise and actionable
- Exceptional alliance building, influencing and organization navigational skills. Able to impact key stakeholders and operational owners through well-articulated strategies backed up with metric driven value statements enabling a transformation/change to current state
- Demonstrated analytical ability and judgment; able to see and solve problems holistically, sometimes with limited information - comfort and ability to manage ambiguity
- Solid planning skills, business acumen and ability to span boundaries
- Able to undertake research and to translate strategies into manageable and credible organization interventions
- Ability to challenge the status quo, drive innovative thinking and provide superior leadership to staff in order to motivate to successful implementation and drive significant change
- Strong working knowledge and understanding of ADP service operations and business organization
- Ability to project a well-disciplined professional image
- Self-motivated, results oriented and driven to achieve objectives
- Must be proficient with MS Office (Word, Excel, PowerPoint & Outlook)
21
Management Reporting Resume Examples & Samples
- Preparation of quarterly management reports
- Detailed analysis of performance
- Work across the business and engage with senior stakeholders
- Monitor and analyse monthly capital ratios
- Research and analysis around regulatory change/banking industry updates
- Ad hoc responsibilities
22
Markets Business Operational Risk Management Management Reporting Resume Examples & Samples
- Experience in extracting and analysing data using various tools, such as advanced excel. Knowledge of OpenPages preferred but not required
- Solid communication and interpersonal skills
- Able to work independently as well as collaboratively within a team of specialists
23
Business Management Reporting & Analytics Resume Examples & Samples
- Headcount and Resource Management
- Performance Management and Metrics
- Audit Risks and Controls
- Reporting & Analytics in support of the Business Management team's centralized performance management function
- Automation of reporting in support of Vendor and Business Management functions. These include, but are not limited to
24
Financial Management Reporting for Technology Resume Examples & Samples
- Preparation and analysis of monthly rolling forecasts and the annual plan
- Provide advisory to the Accounting Control team on month-end closing activities
- Support MI reporting process
- Perform periodic provision review and calculation
- Support/drive project initiatives and perform analytical review
- Close collaboration with stakeholders to provide financial advisory and resolve operational issues
- Face-off/ business partnering to Finance & Non-Finance stakeholders
- Reporting on ad-hoc matters
- Support offshoring of work
25
Analyst, Performance Management Reporting Resume Examples & Samples
- Business Performance Management
- Produce weekly/monthly/quarterly volume and metric reporting
- Provide Finance support to Sales, Marketing, Products and Channels; including analysis, modeling, data requests, and reporting with insights to client behaviors
- Prepare Monthly Non-Interest Expense reports for senior management with variance analysis
- Prepare business line and product profitability reports
- Loan and Deposit Analytics
- Collaborate with partners to enhance reporting to provide ongoing insight into competitive analysis, balance trends, account volumes, fee income, cross border transfers, and account waivers
- Support Plan and Forecast modeling for Debit and Credit Cards
- Gather, organize, and analyze information for various adhoc requests
- Client/Profit Analytics and Modeling
- Perform monthly reporting of client and account profitability
- Search for opportunities to identify operational efficiencies within product and client segments
- Act as liaison between data analytics team and Products to maintain accurate profit data
- Aid in cost and benefit analysis for Project Approval Requests impacting RBC Bank
- Develop ad hoc presentations and manage ad hoc projects per CFO’s request
- Superior technical and practical knowledge of banking activities and markets
- Superior communication skills, both written and verbal
- Strong analytical and financial skills
- SAS/SQL experience preferred
- Pertinent university graduate degree or equivalent to meet minimum technical requirements of the job
26
Director Etl Management & Reporting Resume Examples & Samples
- Assist in the design, build, and implementation of a consolidated asset/liability management (ALM) analytical platform for GE Capital with primary focus on data extraction, transformation, and loading (ETL)
- Maintain & improve processes for delivering high-quality data for all activities chiefly owned by the IRRM balance sheet modeling team
- Define tasks and dependencies associated with completion of identified projects
- Identity and communicate resource needs to complete projects as required
- Determine where project tasks are linked and identify task and resource dependencies
- Facilitate communication between project team members to drive efficiencies between tasks
- Communicate project work-stream ownership and accountability across the project team including business and IT project managers
- Track and communicate overall project status including status of identified issues using identified processes, templates and monitoring tools
- Coordinating efforts with technology projects (e.g., business requirements, user acceptance testing, etc
- Bachelor’s Degree and minimum of 3 years relevant project management experience in Finance, Business, IT, Risk or Quality
- Demonstrated ability to lead projects and drive change
- Proven project management skills and experience leading, cross-functional initiatives
- Direct experience developing and guiding others through project plans
- Demonstrated ability to accomplish goals on complex, time sensitive projects
- Ability to manage multiple projects as the same time
- Strong knowledge of ALM systems/models (QRM, Bancware, etc.)
- Bachelors degree or equivalent BB/GB trained and certification
- Project management certifications (PMP/PMI)
- Understanding of GE Capital products and business practices
- Understanding of current and potential future regulatory requirements
- Excellent teamwork and interpersonal skills; collaborative approach with peers and team members
- Familiarity working within regulated businesses or with regulators
- Excellent organizational, presentation and communication skills
27
Finance Manager Management Reporting Resume Examples & Samples
- Apply general business acumen and deep financial knowledge to assess company performance
- Become an influential thought leader within Visa Inc’s Management Reporting & Results Analysis team by: developing a deep understanding of Visa Inc’s increasingly complex and innovative business; conducting rigorous data analysis; developing logical argumentation and precise presentations
- Demonstrating excellent written and verbal communication skills, the Finance Manager is responsible for succinctly summarizing and outlining corporate performance and key variance drivers. This requires in-depth understanding of financial and accounting terms and principles combined with the ability to quickly understand and effectively communicate performance implications, and support the storyboarding of analytical output. The Finance Manager should contribute to continuous enhancements of financial reports to increase the value add to senior management
- Lead discussions and resolution of reporting issues by working with business partners globally, provide input regarding continuous improvements and best practices, and effectively integrate reporting processes throughout the organization
- Lead the preparation and analysis of monthly results, including Flash reports and CFO letter. This position will drive key analytics for revenue, expenses and headcount, and other ad hoc and special projects
- Bachelor’s degree in Finance, Accounting, or related field required; MBA or CPA license preferred
- At least 5 years of experience in financial analysis with progressively increasing responsibility and complexity of work. Previous experience in internal or external reporting a plus
- This position requires a combination of excellent analytical skills, as well as written and verbal communication skills. The successful candidate will possess an extensive knowledge of financial and accounting terms and principles, and excel at succinctly summarizing, clarifying, and presenting corporate performance to Executive Management. The ability to respond to ad hoc requests and to influence others is essential
- Exceptional report modeling and data management skills and keen sense for accuracy; make informed, well-reasoned decisions; and find solutions to results reporting challenges
- Advanced skills required in Hyperion Smartview Applications, Excel, and Power Point. Familiarity with Oracle a plus
- Must be comfortable in a leadership role, be extremely proactive and an active participant in a team environment. In addition, the ideal candidate will have excellent collaborative and interpersonal skills in working with partners globally and finance business partners across functions
- Excellent organization, prioritization, and multi-tasking skills
28
Ccar Trading Risk Management Reporting Group Manager Resume Examples & Samples
- Credit Risk: Provides credit risk capital and stress testing metrics across both Retail and Wholesale portfolios for all businesses within Citigroup’s Institutional Clients Group (ICG) and Global Consumer Group (GCG). The wholesale work streams responsibilities also include CCAR/DFAST, cost of credit forecasting, loan loss reserves, and some additional responsibilities pertaining to Commercial Consumer portfolios. The retail work streams have additional responsibilities for Risk Appetite reporting and OREO risk capital and stress testing
- Country Risk: Provides risk capital for cross border and sovereign interest event risk models in addition to aggregate country risk capital reporting
- Interface with Risk CAO, Risk Managers, Business Managers, Model Owners, Finance and Corporate counterparts to ensure robust execution and compliance with all requirements; identifying and following up on emerging methodological or process issues
- Partner with Risk Systems and Technology to design strategies, automated solutions and ensure complete, correct and timely reporting
- Create strategic efficiencies related to CCAR stress testing and analysis
- Oversee implementation of key controls and maintenance of associated process documentation
- Seven plus years experience in the financial services industry (with at least 3 within the tRading and/or Market Risk function); risk/business/finance experience preferred
- Solid understanding of the tRading and Market Risk function and processes - including but not limited to the following areas in product knowledge, systems and reporting
- Securitizd products, agency lending
- Demonstrated facility to interact and work effectively with diverse teams. Ability to lead projects with multiple counterparts across organizations
- Solid analytical skills (Bachelors in a concentration with analytic focus, e.g. business, finance, economics, management information systems, etc.), Masters degree or MBA a plus
29
Director Product Management Reporting & Analytics for Visa Merchant Solutions Resume Examples & Samples
- Bachelor’s degree in Finance, Computer Science, Engineering, or equivalent experience including merchant financial reconciliation, or merchant experience
- 12 + years of progressive experience in Data Analytics domain and building information and reporting products
- Strong working knowledge of applicable technologies & concepts including: data warehousing ,data mining, big data; web analytics, A/B testing and dashboard & reporting solutions
- Adept in Agile development methodologies
- Strong project management skills and demonstrated ability to coordinate multiple parties to deliver a product
- Strong product management experience in analytics, big data, mobile, or payments responsible for value proposition definition and communications, product differentiation, cost/benefit analysis, and executive presentations
- Creative spark – in product innovation, product management, and finding ways to get things done
- Demonstrated strength at building relationships , highly motivated, strong sense of urgency, ability to motivate others
- Strong desire and aptitude to be very hands-on with data and analytics
30
Wealth Management Reporting Controller Resume Examples & Samples
- Prepare, ensure and maintain an accurate and timely daily, monthly and quarterly management reporting of Banking and Retirement products
- Reconciles transactions by comparing and correcting data
- Review and prepare weekly and monthly balance sheet and P&L account reconciliations
- Responsible for P&L allocations
- Work closely together with Budapest and New York Wealth Management Finance
- Carrying out tasks related to the job in accordance with the instructions of the superior (ad hoc report)
- Minimum Bachelor degree
- Knowledge of accounting and management reporting
- Good verbal and written communications skills in English
- Solid knowledge of Microsoft Office
- Accuracy, attention to detail
- High self-motivation with the ability to work both independently and as an effective team member
- Strong organizational skills, including the ability to coordinate, prioritize and manage multiple activities
31
Director, Capital Management & Reporting Resume Examples & Samples
- Develop, implement and manage an effective capital management and reporting framework and strategy for the enterprise to ensure capital is managed in an optimal fashion and that our internal and external stakeholders are apprised of regulatory capital supply developments and their impact on the bank, its business and its capital position
- One or more of the following: MBA Finance, CA, CFA, CGA, CMA
- 10+ years of experience in Finance, Capital Markets, or Treasury
- Strong knowledge of capital markets
- Expert knowledge of regulatory and economic capital management concepts
- Expert knowledge of financial reporting requirements (ideally, including capital reporting and BMO-specific processes)
- Able to apply designation/education and financial experience in a financial services organization
- Conceptual and strategic thinker – foresight to anticipate impacts of potential developments
- Ability to influence senior executives and other internal and external stakeholders to accomplish tasks
- Good listener
- Excellent analytical skills
- Strong project management skills and able to manage and lead cross functional teams
32
Director, Risk Management Reporting Resume Examples & Samples
- B.S. degree in Business, Finance or related field. Advanced degree required (MBA, M.S., etc.)
- 10+ years’ experience related to risk management, strategic planning and / or management and execution roles
- Experience with Oracle Business Intelligence
- High-level critical thinking skills, including strategic thinking, effective analysis of data, and the ability to aggregate information
- Detail-oriented, with hands-on, roll-up sleeves approach
- Strong ability to influence. Works effectively with various levels within an organization, including senior-level leadership, professionals and staff and quickly build relationships
- Possesses excellent written/oral communications and presentation skills. Must be capable of communicating with a diverse range of individuals, regulators and other external stakeholders
33
Financial & Management Reporting Controller Resume Examples & Samples
- Consolidation of the P&L and balance sheets
- Provide in-depth expertise and analysis, variance analysis in order to maximise profitability and avoid any risks
- Production of the board packs, analysis of management accounts and both internal and external business partnering
34
Senior Analyst O&t Management Reporting Resume Examples & Samples
- Work on billing and recovery details, ensure accurate billing for the process for the current month
- Ensuring billing processed with accurate accounting in General Ledger (Financial books)
- Evaluate current processes and tools and propose changes in order to drive efficiencies within the team
- Get into calls with onshore to coordinate and provide status update on activities
- Apart from the above work time should also be dedicated on reengineering needs to save time and utilize the same in more productive usages
- 2-3 years of working experience
- Numerate and analytical
- Accuracy & attention to detail
- Experience with month end close
35
Claims Cost Management Reporting Business Consultant Resume Examples & Samples
- Consult with other business areas to create cost benefit analyses and prioritize current projects
- Manage various types of reporting for claims cost management activity, including but not limited to cost-benefit analyses, administrative expense budget analysis, savings projections, etc
- Manage others to through servant leadership to help associates meet their career goals
- Triage assignments based on urgency, utilizing your knowledge to ensure escalation when necessary
- 4-5 years’ experience in an accounting or finance role
- Experience working for a company with a minimum of 10+MM in revenue
- Comprehensive knowledge of Microsoft Word, Excel, and PowerPoint
- Experience managing others
36
Ccar Treasury Risk Management Reporting Group Manager Resume Examples & Samples
- Operational Risk: Provides operational risk capital and regulatory capital for all businesses with Citigroup including ICG, Global Consumer and Corporate Functions
- Country Risk: Provides risk capital for cross border and sovereign interest event risk models in addition to aggregate country risk capital reporting
- Interface with Risk CAO, Risk Managers, Business Managers, Model Owners, Finance and Corporate counterparts to ensure robust execution and compliance with all requirements; identifying and following up on emerging methodological or process issues
- Identify potential process improvements and capabilities to increase consistency, transparency, and reliability of stress testing results
- Oversee implementation of key controls and maintenance of associated process documentation
- Seven plus years experience in the financial services industry (with at least 3 within the Treasury and/or Market Risk function); risk/business/finance experience preferred
- Solid understanding of the Treasury Risk function and processes - including but not limited to the following areas in product knowledge, systems and reporting
- US Treasuries & Agencies
- ABS - Autos, Credit Cards, Student Loans, HEL
- MBS, CMBS, RMBS, CDO, CLO
- Auction rate securities, preferred stock, corporate bonds, municipal bonds, sovereign bonds
- Familiarity with risk measurement and accounting methodologies (e.g. stress testing, economic capital, BASEL II/III, FAS5, FAS114, FAS159, VaR) a plus
- Solid analytical skills (Bachelors in a concentration with analytic focus, e.g. business, finance, economics, management information systems, etc.), Masters degree or MBA a plus
37
Manager, Operational & Management Reporting Resume Examples & Samples
- Identify alternatives and make recommendations to solve business problems by having a full cycle understanding of the business process and systems environment taking into account available resources, system constraints, economic and time criteria from both a business and technical perspective
- Lead team effort from the functional side of the development team in defining requirements, designing, documenting, developing, testing, communicating and implementing new or revised software and business processes
- Ensure end user acceptance and understanding of solutions and processes
- Provide leadership and guidance to business systems analysts in identifying and resolving complex support issues. These include researching and resolving user problems, performing complex analysis
- Develop viable solutions
- Provide training, technical assistance and guidance, and oversee activities and review work of the Business Systems Analysts' day-to-day activities
- Manage multiple projects ranging from simple to complex, that will change and enhance business operations
- Provide guidance on the resources and/or assistance that each project will require
- Develop and maintain project plans, status reports and other materials required to track and monitor the progress of assigned projects
- Delegate/monitor activities, as required
- Communicate with all parties directly involved or affected by the deliverables of the project
- Coordinate development of training and support materials on changes made to business applications and processes
- Ensure reports are produced and distributed to customers on a timely basis including weekly, monthly, quarterly and ad hoc reporting
- Review reports and approve reconciliation or validation for control documentation
- Bachelor’s degree in Business, MIS or related area. Master’s degree a plus
- 2+ years’ demonstrated management of a reporting department with on-going production and change initiatives
- 2+ years’ demonstrated leadership and management experience in finance, management reporting, and/or business systems, in a large, dynamic company
- 5+ years’ experience in operational or financial reporting as a Business Reporting Analyst with analysis, design, testing and implementation experience with mid to large size companies
- Working experience in the delivery and/or enhancement of large scale ERP and/or business intelligence and reporting applications, through the entire life cycle
- Previous experience managing mid to large/complex projects. System implementation experience preferred
- Experience with ERP systems required
- Experience with relational database system
- Ability to run complex queries required
- In depth experience using Microsoft Office applications including advanced functions in Excel and Access
- Strong knowledge of Oracle Reports, PeopleSoft, and Access
- Solid leadership/mentoring abilities
- Demonstrated ability to solve complex problems and apply critical thinking skills
- Strong understanding of how business units work together
- Demonstrated ability to learn new hardware/software systems independently
- Strong understanding of software/reporting development life cycle
- Proven ability to provide customer service and support
- Able to manage multiple priorities and initiatives with a high sense of urgency and attention to detail
- Able to build strong working relationships and collaborate with business customers and cross functional team members within the Protiviti FSC and other RH Corporate Services organizations
38
Management Reporting Resume Examples & Samples
- Prepare presentations to be used for meetings with regulators, the Board of Directors, senior management, rating agencies and investors
- Consolidate public disclosure updates including 10K/10Q
- Monitor peer earnings releases and investor calls/conferences
- Track regulatory developments and provide updates to Treasury senior management
- Support Finance Risk initiatives – responsible for monitoring operational risk compliance
- Assist with New Product Approval process
- Assist with ad-hoc projects
- Bachelor's degree, with 4+ years functional experience in Finance, preferably from a securities firm or large bank
- Proven track record of working productively in a team-oriented environment with competing priorities
- Ability to develop rapport/credibility with diverse groups; must be comfortable interacting with and presenting to senior management
- Adept at working in a fast-paced, high-energy level environment
- Self-motivated with high personal standards for quality of work
39
Management Reporting Controller Resume Examples & Samples
- Production of daily p/l actuals and estimates, including distribution to senior management
- Production of the weekly Management Committee Report for Senior Finance and BU Management
- Review and reporting of monthly Books to Reported differences and monthly restatement of reporting system
- Ensuring revenue reporting standards are followed across ISG
- Bachelor’s degree in Finance/Accounting or related field and/or 0- 2 years of some relevant experience
40
Compliance Management Reporting Resume Examples & Samples
- Manage and hands on delivery on HK Compliance management reporting. Handle various regular and ad hoc reporting requirements both internally within the team and externally with regional and location teams
- Support the creation of internal, external and ad-hoc reports and communications which tailors to the purpose, subject and particular audiences
- Drive communication plan to all stakeholders as appropriate and partner with Compliance SMEs to execute and manage HK Compliance initiatives within Hong Kong
- Handles various Compliance initiatives driven by Global, Regional and Country teams
- Facilitate and engage relevant stakeholders to define scope, collect required information; identify gaps and facilitate the development of solutions to ensure timely delivery of relevant Compliance initiatives
- Assist senior members of the Hong Kong Compliance Team to develop compliance policies and procedures and other Core Compliance initiatives
- 10+ years in Compliance/Control functions or within the financial services industry, preferably with 7+ years of management reporting/consulting experience
- Impeccable communication skills (written and verbal) and interpersonal skills with an ability to interact with various level of staff
- Control-focused while being flexible and adaptable to dynamically changing work environment
- Ability to multi-task and be flexible with changing priorities
41
Risk Management Reporting Senior Manager Resume Examples & Samples
- Develop and lead location strategy for Risk Management, as part of the firm-wide initiative to reduce expenses through hiring and placing functions in lower cost locations
- Excellent project management and execution skills
- Strong business acumen with the ability to navigate through a complex organization and build a compelling business case for change
- Ability to manage changing priorities with minimal supervision
- Proven ability to work independently as well as partner with others
- 5+ years of experience within global financial services companies or large management consulting firms, preferably involving strategy development, business transformation and re-engineering
42
Risk Management Reporting Group Manager Resume Examples & Samples
- Exceptional interpersonal and communication skills with the ability to build relationships, influence and collaborate at all levels
- High energy to pro-actively lead a range of projects
- 10+ years of relevant finance/business/accounting experience in financial services
- B.S. in Economics, Finance, Accounting or related discipline
- Highly motivated, organized and disciplined with an ability to work independently and think creatively
- Demonstrated analytical skills including the ability to consolidate information to assist in decision making
- Advanced Microsoft product skills preferred (word, excel, PowerPoint)
- Understand accounting principles, accrual process and finance concepts
43
HR Officer, Data Management & Reporting Resume Examples & Samples
- Ability to manage a degree of mental effort and related stress
- PC Literate to a high standard
- Previous experience of working in Administration and a busy HR Department
44
HR Officer Data Management & Reporting Resume Examples & Samples
- HR Data Management and Reporting experience is essential
- A high level of knowledge & experience in Microsoft Excel & other Microsoft packages
- Ability to manage a high volume workload
- Ability to relate to and interpret HR and Business Processes
- Ability to work on own initiative diligently and without constant supervision, analytical thinking / problem solving
- Teamwork and Co-operation: A flexible and team approach to work, working with others as partners, being part of a team, as opposed to working separately, competitively or adversely
- Excellent communication skills to work effectively within the HR team and employees at every level of the business
- Exhibit RBC’s core values
45
Financial Planning & Analysis Mgr-management Reporting Resume Examples & Samples
- Responsible for management reporting to internal consumers as well as board of directors. Ensure meaningful and relevant information while guaranteeing data integrity and accuracy
- Provide strategic insight in the review of the Bank’s performance, including the performance of individual business lines and divisions
- Proactively communicate with management on potential reporting issues and propose solutions and alternatives
- Drive the review of bank’s monthly results, comparing forecast, budget, and prior period results. Identify and research anomalies and trends in data that require investigation by the Finance team
- Team with the business, development team and technology on an ongoing basis to enhance the efficiency, accuracy, and control of reporting process
- Serve as primary FP&A resource for Finance organization; coordinating budgeting and forecasting activity as well as tracking of monthly expense actuals for Finance division
- Must have excellent verbal and written communication skills and the ability to interact professionally with a diverse group, executives, managers, and subject matter experts
- Manage team of analysts with focus on coordination and review of team’s duties as well as professional development
- Coordination of monthly production calendar for corporate and business partners
- Bachelor’s Degree in Finance or related field Required
- Master’s/Advanced Degree in Finance or Accounting or related field Preferred
- Seven + years of experience in banking/financial services industry preferred
- Seven +years of financial analysis experience
- Thorough knowledge of financial and cost accounting, financial analysis and principles of economics
- Thorough knowledge of financial institution balance sheet and profit and loss analysis techniques
- Thorough understanding of regulatory issues such as capital issues and GAAP accounting issues as they relate to the banking industry
- Thorough understanding and application of principles, standards, industry practices, techniques and concepts, as well as contributing to the development of new concepts, techniques and standards
- Demonstrated ability to develop solutions to highly complex and diverse analytical problems which requires an in-depth evaluation of variable factor
- Ability to work effectively with diverse teams
- Skill coordinating and leading effective meetings
- PC proficiency with MS Office. Knowledge of Hyperion & Essbase a plus
46
HR Officer Data Management & Reporting Resume Examples & Samples
- Carrying out administration responsibilities and have accountability for employee reporting in an accurate and timely manner
- Act as a key member of the HR Services team - take responsibility for the integrity of data within the HR Services systems
- Be accountable and provide support and cover to the Assistant Manager, Reporting & Data Management & Team Lead & Senior Manager, HR Services
- Support and contribute to HR Services with specific projects as and when required
47
VP of Management Reporting Group Resume Examples & Samples
- 10+ years of Financial Planning and Analysis experience
- Previous experience with Budgeting / Forecasting / Planning and Trend / Variance Analysis
- Microsoft Excel proficient (Pivot Tables, V-Look Ups, Macros, etc.)
- Fund of Hedge Fund, Hedge Fund, Mutual Fund and/or Private Equity experience
48
Controller / Management Reporting Resume Examples & Samples
- Capital & risk reporting and analysis
- Global Assets Under Management Reporting & analytics
- External reporting
49
HR Officer, Data Management & Reporting Resume Examples & Samples
- Previous experience of working in Administration and a busy HR department
- Listening and Understanding: ability to accurately listen and understand, and then respond appropriately when interacting with individuals and groups
- Ability to work in detail while thinking about the bigger picture
- Time Management: ability to organize and prioritize work activities to efficiently accomplish tasks and meet objectives
50
Senior Analyst, Management Reporting Resume Examples & Samples
- Support the process for ensuring that the financial elements of Business/Forecast Reviews (and supporting budget models where applicable) are prepared and circulated in a timely manner, in advance of each Opco Review Meeting
- Ensure that the Opco Finance teams fully understand and comply with Group reporting timetables for all relevant Finance deliverables. In conjunction with the Corporate Reporting team, own and communicate the planning & reporting timetables
- Continuing development and ownership of the quarterly Opco budget/forecast model templates to ensure they deliver required level of budget/forecast information, including population of SAP actuals and validation prior to distribution to Opco’s
- Review accuracy and consistency of budget / re-forecast model dataloads into SAP, including liaison with Opco Finance team to validate dataload submission files; population of overhead plans within the GPP Overhead Planning System and liaison with Opcos to assist with Cause of Change analysis
- Review monthly OpCo submissions for entities not yet live on SAP (IUS packages and slates) and obtain explanations for any queries
- Ownership of central Opco monthly reporting templates for review and validation of all (incl those live on SAP) Opco monthly financials, including IUS validation, P&L & overheads reporting. Responsible for BW master templates, monthly roll forward and scheduling of reports for all Opco’s, performing first round variance reviews, highlighting any potential areas of concern to Business Partners and liaision with Opcos on variance explanations
- Ensure material forecast / actual variances and related causes of change are submitted at an opco territory level to the Corporate Reporting team to support the preparation of Group P&L and cash flow monthly forecasts updates and variance analysis packs
- Ownership of the Opco Finance Report templates and assist in the implementation Eyeworks Opco monthly reporting processes into WBITVP, as needed – including validating reports, reviewing Opco commentary and preparing final reporting versions for Business Partner review and distribution
- Assist in the creation and ongoing maintenance of SAP BW reporting templates to support management information needs
- Provide first line of review of all Opco Capital expenditure submissions, reviewing the business case, compliance with WB capex reporting guidelines. Monthly review of Opco actual capex spend and reporting against approved budgets
- Preparation of Ad hoc financial reports and analysis, as required by Business Partners or the Executive Director, Management Reporting, including will supporting the Executive Director in group management reporting activities as needed
- Graduate/graduate calibre
- Recently qualified Accountant (ACA/ACCA/CIMA) or equivalent international, graduate or business-related qualification with some post qualification experience
- Highly numerate with strong excel skills, including financial budget modeling and pivot tables
- Detail oriented with strong financial reporting and analysis presentation skills
- Strong analytical skills, including the ability quickly to grasp the "big picture" and exhibit judgment in drawing conclusions and solving problems
- Excellent technical and systems skills (including development of reporting templates etc.)
- Exposure to international accounting and ideally a thorough knowledge and experience of US GAAP applicable to revenue recognition
- Strong organizational skills and ability to successfully manage multiple tasks simultaneously, working under pressure and to tight deadlines
- Strong team player with an ability to operate in a collaborative & flexible manner
- Experience of working in the international TV production and/or format business preferable, ideally in a multinational, multicurrency environment
51
Data Management & Reporting Expert Resume Examples & Samples
- Own the entire data management process and reporting front to back
- Develop internal reporting and data governance tools to improve and automate existing processes
- Perform ad-hoc analysis of risk and performance for internal and external clients
- Develop and implement new analysis in existing reports to improve the quality and usefulness of the risk reports
52
Senior Analyst, Management Reporting Resume Examples & Samples
- Liaison with Compliance department to gather and provide essential information for the monthly and quarterly regulatory filings
- Create schedules and excel models as supports to various regulatory filings
- Identify ways to improve current processes through Essbase-based process automation
- Provide ad-hoc analysis/schedules upon request
- Recommend key initiatives to improve financial performance within the department
- Assist in the development of training materials and provide end user training
- High capacity for strategic thought and the ability to solve complex business problems
- The ability to adapt to a rapidly changing business environment
- The ability to work well within a team based environment with minimal supervision
- Proficiency in Excel and Excel VBA (advanced preferred)
53
Management Reporting & Planning Senior Analyst Resume Examples & Samples
- Presentation and interpretation of financial information to business management including the analysis of business financial performance and associated drivers to support and inform business decisions
- Provision of proactive and independent finance leadership to support the business in identifying opportunities for improving financial performance, ensuring identified initiatives are analysed, monitored and reported from a financial perspective
- Provision of detailed financial analysis to support medium and long term business strategic planning and goal setting
- Production of high value financial analysis to support product and market entry decisions including the development of complex financial assessment models
- Development and completion of detailed financial models to support new business and new client decisions including modelling and analysis of complex pricing structures and development of scenario analysis
- Support dialogue on new client contract arrangements including the assessment of new clients and revenue on legal entity, regional and business unit reporting
- Assessment of new business initiatives and projects including measurement of IRRs, ROE and payback periods
- Provision of financial analysis to support strategic business decisions
- Act as key liaison between business stakeholders and broader corporate financial management team
- Qualified accountant (preferably ACA / ACCA/CIMA) with significant experience gained in a multi-currency, multinational financial services environment
- Significant experience working directly as a strategic financial business partner in an asset management or asset servicing business partner role
- Detailed product knowledge across the full range of asset management and asset servicing (custody, fund administration, investment operations outsourcing, banking) products with the ability to dialogue knowledgeably on each product
- Experienced background in the production of management reporting, business information, financial analysis and investment appraisal proposals for an asset management / asset servicing business
- Experienced background in the production of complex financial analysis to support strategic business investment
- Highly numerate with strong analytical skills and high attention to detail to support complex data analysis
- Ability to adapt and react positively in a changing and dynamic work environment
- Persuading and influencing
54
Management Reporting & Planning Resume Examples & Samples
- You will be responsible for the internal reporting, consolidated reviews
- Preparation of the packs, collate and write commentary for monthly Group
- Responsible for the planning, mid-month forecasting
- Preparation of the cash flow forecasts working with the Group Treasury manager and the FP&A team
55
Human Capital Management Reporting Resume Examples & Samples
- Produce weekly/monthly headcount and compensation reports for senior leadership
- Create and run a wide variety of ad-hoc reports as requested by global HCM functions and/or divisions
- Data validation – run queries to confirm data is correct
- Work with HCM teams, regional and divisional users to understand their reporting needs and ensure assigned tasks are complete within the given timeframe
- Minimum 2+ year work experience
- Graduate/Post graduate from any discipline
- Must be a self-starter with an analytical mind and able to understand varied business group needs with the ability to translate them into quantitative reports
- Business Objects and MS Access knowledge
- Time management skills – can manage multiple urgent deliverables and can prioritize workload to anticipate and meet deadlines. Ability to deal effectively and work under pressure within a global environment
- Handle high degree of confidential information with complete discretion
- Experience in Operations and/or Human Resources preferred
56
Manager, Management Reporting Resume Examples & Samples
- Create and manage NIE and cost analytics for input into monthly, quarterly and forecast/plan presentations. Presentations include but not limited to: Operating Committee monthly/quarterly presentation, OC plan/forecast presentations, 5 Year Outlook presentations, and Monthly Management Report
- Manage and continue to improve processes surrounding the tracking and reporting of cost
- Manage the accuracy and timeliness of all cost drivers used for reporting actuals as well as planning and forecasting
- Establish action items and work to mitigate ambiguities and reconciliation issues
- Manage global processes for planning and forecasting with a focus on creating efficiencies within the Performance Management team
- Support the development of both plan and forecast of costs that allocate to the Platforms
- Collaborate with O&T and Functions partners to design, develop and implement approaches to improve transparency of costs as well as proactively improve the reporting capability within O&T Finance and financial systems
- Manage the end-to-end PM reporting process from historical results (Reported) to forward looking targets (Forecast and Plan)
- Manage cost based monthly reporting requirements for O&T Finance and offer support as needed
- Provide plan and forecast support to O&T Finance FAs
- Managing and actively coaching junior staff to develop their capabilities to maintain a strong team
57
Global Shareholder Services Business Management & Reporting Team Resume Examples & Samples
- 2+ years of experience in financial analysis, reporting or similar analytical role
- Advanced technical skills (i.e., MS Excel, PowerPoint, Word, Access; Hyperion Essbase a plus); proven ability to efficiently navigate through large data sets
- Strong analytical skills, critical thinking and problem solving skills – competency in interpreting data and deriving meaningful insights & trends a must
- Proven ability to work under pressure in a fast-paced environment
- Experience in developing management presentations
- Familiarity with mutual fund industry and knowledge of transfer agency function a plus
- Finance, accounting or business administration background preferred
- Exhibits professional maturity, sound judgment, integrity and confidentiality
- Extremely proactive and self-motivated. Must have high intellectual curiosity
- Strong interpersonal skills and ability to effectively communicate with all levels of an organization. Must be able to prioritize effectively and multi-task
- Team oriented
58
Team Lead, Monthly Management Reporting COE Resume Examples & Samples
- A MBA degree, Equivalent to a university degree in Business, Accounting or a professional accounting designation required (e.g. CPA – CA, CMA, CGA), A post graduate business degree would be beneficial
- Knowledge of financial and management reporting and analysis; planning knowledge an asset
- Ability to construct and maintain complex models using PC applications
- High competency level with use of desktop tools such as OBIEE, Microsoft Office suite, specifically EXCEL and POWERPOINT
- Ability to organize and manipulate large volumes of data to draw meaningful conclusions
- Have a proven track record of meeting critical deadlines
- Superior communication skills to promote interaction and co-operation with senior personnel
59
Analyst, Performance & Management Reporting Resume Examples & Samples
- Pertinent university/college degree or high school diploma/equivalency with equivalent work experience to meet minimum technical requirements of the job
- Minimum of 3 years finance, accounting, and/or banking performance analytics
- Excellent financial and analytical skills
- Technical and practical knowledge of banking activities and markets
- Excellent multi-tasking and time management skills
- Expertise in Excel, Word PowerPoint
60
Management Reporting Resume Examples & Samples
- Support the process for ensuring that the financial elements of Business/Forecast Reviews (and supporting budget models where applicable) are prepared and circulated in a timely manner, in advance of each Opco Review Meeting
- Ensure that the Opco Finance teams fully understand and comply with Group reporting timetables for all relevant Finance deliverables. In conjunction with the Corporate Reporting team, own and communicate the planning & reporting timetables
- Continuing development and ownership of the quarterly Opco budget/forecast model templates to ensure they deliver required level of budget/forecast information, including population of SAP actuals and validation prior to distribution to Opco's
- Review accuracy and consistency of budget / re-forecast model dataloads into SAP, including liaison with Opco Finance team to validate dataload submission files; population of overhead plans within the Planning System and liaison with Opcos to assist with Cause of Change analysis
- Review monthly OpCo submissions for entities not yet live on SAP and obtain explanations for any queries
- Ownership of central Opco monthly reporting templates for review and validation of all (incl those live on SAP) Opco monthly financials, including P&L & overheads reporting. Responsible for BW master templates, monthly roll forward and scheduling of reports for all Opco's, performing first round variance reviews, highlighting any potential areas of concern to Business Partners and liaision with Opcos on variance explanations
- Ensure material forecast / actual variances and related causes of change are submitted at an opco territory level to the Corporate Reporting team to support the preparation of Group P&L and cash flow monthly forecasts updates and variance analysis packs
- Assist in the creation and ongoing maintenance of SAP BW reporting templates to support management information needs
- Provide first line of review of all Opco Capital expenditure submissions, reviewing the business case, compliance with capex reporting guidelines. Monthly review of Opco actual capex spend and reporting against approved budgets
- Preparation of Ad hoc financial reports and analysis, as required by Business Partners or the Executive Director, Management Reporting, including will supporting the Executive Director in group management reporting activities as needed
- Graduate/graduate calibre
- Recently qualified Accountant (ACA/ACCA/CIMA) or equivalent international, graduate or business-related qualification with some post qualification experience
- Highly numerate with strong excel skills, including financial budget modeling and pivot tables
- Detail oriented with strong financial reporting and analysis presentation skills
- Excellent technical and systems skills (including development of reporting templates etc.)
- Budgeting and reporting experience, including reporting systems, preferable with exposure to SAP BW reporting
- Exposure to international accounting and ideally a thorough knowledge and experience of US GAAP applicable to revenue recognition
- Strong organizational skills and ability to successfully manage multiple tasks simultaneously, working under pressure and to tight deadlines
- Strong team player with an ability to operate in a collaborative & flexible manner
61
Equities Client Revenue & Management Reporting Controller Resume Examples & Samples
- Review and reconciliation of client data feeds to ensure integrity and accuracy of data
- Responding to ad-hoc reporting requests as requested by London teams. Requests will be for the Business Unit from desk heads and COO’s
- Monthly / weekly Tax Capacity reporting production and graphical analysis for MSIP entity
- Country Reporting production of suite of Excel reports
- Advisory & Execution profitability reporting
- Strong prioritization skills given supporting 2 teams
- Good team skills – ability to work effectively with colleagues to meet a common goal
- Business Objects (BOXI) or HFM (Hyperion Financial Management) experience would be beneficial
62
Director, Management Reporting Resume Examples & Samples
- Relationship manager for TAM and IFS BFO for reporting, forecast and
- Drive change in processes and systems, and work to influence faster adoption,
- Maintain a sound internal control environment and satisfy internal and external
- One direct report
- Relationship Manager interacting with the TAM and Individual Fianncial service
63
Management Reporting Controller Resume Examples & Samples
- Month-end close related activities
- Daily revenue reporting
- Monthly expense and business unit performance analysis
- At least 3 months relevant experience - fresh graduates with internship experience are also welcome to apply
- Sound numeric and analytical skills
- Ability to work independently and adapt to changing environment
64
Regional Management Reporting & Analysis Manager Resume Examples & Samples
- Manage regional management reporting team and process, ensure information / commentary received from the business units complies with regional / corporate standards and on a timely basis. Consolidate financial reports for the region
- Coordinate with and provide advice to Head Office on divisional issues; comply with reporting requirements, ad hoc reports
- Review and analyse financial reports and commentary from Asian business units
- Prepare ad hoc financial reports and analysis for regional and corporate users
- Manage and prioritize regional projects
- Excellent analytical, problem-solving, and organizational skills
- Demonstrated ability to work independently and establish priorities to meet tight deadlines. Flexible when working with changing deliverables
- Detail-oriented, ability to establish appropriate checks on own / others work product
- Ability to work well under tight deadlines and to manage multiple tasks simultaneously
- Comfortable working with senior levels of management and able to cope in a fast paced, dynamic working environment
- Strong (English) communication and inter-personal skills
- A recognized accounting degree
- Experience with insurance and financial services industries strongly preferred
- Qualified member of a professional body
- Minimum of 5 years relevant experience
- Fluency in both written and spoken English
- Proficiency in Hyperion-Essbase and / or knowledge of Sun Account a plus
- Knowledge of IFRS, Canadian and / or US GAAP a plus
65
Director, Management Reporting Resume Examples & Samples
- Relationship manager for TAM and IFS BFO for reporting, forecast and
- Drive change in processes and systems, and work to influence faster adoption,
- Maintain a sound internal control environment and satisfy internal and external
- One direct report
- Relationship Manager interacting with the TAM and Individual Fianncial service
66
Management Reporting Controller Resume Examples & Samples
- Month-end close related activities to ensure that the Firm's books and records are accurate
- Daily revenue reporting covering all products within Institutional Securities (Equities, Fixed Income, Commodities and Investment Banking)
- Monthly expense and business unit performance analysis provided to senior management
- Bachelor's degree in Finance/Accounting or related field
- Experience with MS Office products (Excel, PowerPoint)
67
Management Reporting Controller Resume Examples & Samples
- Understanding complex data flows and their background from a business perspective
- Controlling system and database inputs
- Revenue reporting for Business Unit management
- Monthly expense and business unit performance reporting
- Detailed expense variance analysis
- Ad hoc requests from Finance management and Business Units
- Projects to enhance reporting functions and adopt to changing business needs
- At least 2 years of experience in Finance
- Bachelor’s degree in Economics/Finance or related field
- Excellent spoken and written English, good communication and interpersonal skills
- Strong analytical and technical skills, proficient in use of MS Office, especially Excel
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Executive Management Reporting Resume Examples & Samples
- Delivering key financial messages to both internal and external audience on results, drivers of performance and providing recommendations on potential actions
- Analyse key issues affecting the business and propose recommendations
- Identifying early indicators of opportunities or threats to achieving financial and non-financial performance targets and driving initiatives where appropriate
- Present complex financial data in a simple way that reflects key business value drivers and draws out insights and actions
- Manage senior level relationships with business leaders and finance counterparts
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Risk Management Reporting Lead Resume Examples & Samples
- 7 plus years is required in risk and controls involving IT operations and/or application development with an understanding of the Citi / Global O&T businesses, senior management organization and systems in relation to these areas of work,
- Core competencies should include strong risk and control expertise and analytical skills with demonstrated experience in leading teams at a cross-sector and regional level
- Proficient with Excel, Word and PowerPoint in order to build and implement operational risk management reports
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Management Reporting Controller Resume Examples & Samples
- Monthly expense reporting and analysis
- Ad hoc support
- 0-2 years of relevant work experience
- Sound numeric skills
- Good team skills – ability to work effectively with colleagues to meet a common goal
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Risk & Finance Management Reporting Senior Manager Resume Examples & Samples
- Bachelors required, MBA Preferred
- Broad experience in a number of key finance functions with a proven track regarding integration skills
- Strong and demonstrated execution skills with a provide track record of operating in large global business with process transformation including technology skills
- Proven track record for collaborating and building relationship with senior leaders
- Outstanding analytical, strategic and problem solving skills
- Strong relationship management, partnership and collaboration skills
- Outstanding communication, interpersonal and influencing skills, able to build a broad base of support among key decision makers
- Ability to run strategic and tactical working groups
- Ability to lead and drive change through creative thinking
- Strong people leadership skills, including direct, indirect and remote team management
- Ability to manage multiple programs and initiatives simultaneously and prioritize appropriately
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Partner Affairs Talent Management Reporting & Data Analytics Director Resume Examples & Samples
- Understanding of core knowledge areas--Benchmarking, Research, Analyst Services, Technology Platforms, and Data Services; and,
- Understanding of related knowledge areas--Relevant business experience in Professional Services, Finance and or Information Technology Operations; problem-solving through the performance of qualitative and quantitative data analytics; and, creativity when engaging in complex, broad and often ambiguously-defined strategic issues
- Developing and maintaining effective working relationships and identifying and leveraging internal and external relationships and knowledge
- Identifying and addressing customer needs: developing and sustaining extensive customer relationships using networking, negotiation and persuasion skills to identify and offer potential new reporting opportunities
- Determining operational goals and metrics; conducting business performance analysis reviews to assess performance against targeted objectives; developing, communicating and overseeing implementation of action plans as necessary
- Working independently and leading large team in delivery of day-to-day operations and delivery of HC Technology and Analytics services to stakeholders and business partners
- Influencing strategic direction of HC Technology and Data and Analytics programs
- Translating industry specific knowledge into service improvement opportunities yielding quantifiable results
- Preparing and presenting complex written and verbal materials
- Defining reporting requirements, and project workflow
- Influencing others in a leadership capacity for an assigned customer, proactively building strong working relationships within line of service customers on how US Partner Affairs Talent Management reporting team can be used to accomplish our firm’s business goals
- Performing as a team reporting leader, leading and developing reports, generate a vision, to establish direction and motivate line of service users, as well as create an atmosphere of trust, leverage diverse views, to encourage improvement and innovation; and,
- Directing and driving Data and Analytics service delivery across line of service while maintaining an understanding of current services and envisioned capabilities
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Private Wealth Management Reporting & Analysis Resume Examples & Samples
- Dedicated financial support for the Private Wealth Management (PWM) segment
- Develop and prepare actionable analyses using daily and weekly metrics for PWM senior management
- Prepare monthly PWM financial review for PWM senior management
- Host monthly financial review calls with PWM regional managers and prepare follow-up answers
- Support PWM specific technology efforts
- Prepare monthly non-compensation expense reviews for PWM and Strategic Lead Management (SLM)
- Prepare monthly expense review with PWM marketing
- Microsoft Office skills with experience creating financial models and working with large data sets
- Excellent interpersonal skills and the ability to interact with various areas of the corporate structure including senior management levels
- Self-starter with an ability to work in a fast paced, team oriented environment
- Ability to quickly learn and apply knowledge of proprietary software systems
- Existing knowledge of Business Objects (or any BI tools) and Hyperion Essbase a plus
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Equity Management Reporting Controller Resume Examples & Samples
- Global and regional profitability analysis for the Equity Business Unit
- Sound numeric skills
- Good team skills – ability to work effectively with colleagues to meet a common goal
- Sound problem solving and analytical skills
- Good time management skills with an ability to adapt to meet demanding deadlines
- Ability to adapt to changing environment quickly and effectively
- Sound analytical skills that support prompt identification and resolution of issues
75
Management Reporting Tools Developer Resume Examples & Samples
- Develop Applications for the Senior Management of the FID Credit Complex
- Comprehend business processes and objectives
- Work with COOs, traders, quantitative strategists, controllers, IT and other departments
- Be open to learn and apply new technologies and programming languages
- B.Sc. or M.Sc. in computer science or similar area
- Experience with web-based technologies (AngularJS, JavaScript, html 5, CSS/Sass/Less, grunt/gulp, NodeJS, typescript)
- Solid knowledge of a widely used object oriented language (C++, C#, Java, Php, Perl etc.)
- Working experience with databases
- Interest in creating seamless Graphical User Interfaces
- Eagerness to learn new technologies
- Genuine interest in finance
- Confident command of English
- Ability to understand all aspects of a multicultural environment
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Analyst, Management Reporting Resume Examples & Samples
- Drive globalization and standardization of financial reports worldwide
- Finance liaison to IT BI development team
- Development and design of Hyperion/BI Reports for various parts of the business
- Develop process to systematize all external data sources for global usage
- Analyze, identify and research discrepancies between various versions of system generated reports
- Assist in the preparation and distribution of monthly consolidated financial statements and store Income Statements
- Participate and assist in the implementation of Hyperion applications
- Create and maintain Hyperion outline as needed for reporting
- Assist in providing Hyperion training and guidance to various parts of the business
- Prepare adhoc reports
- Minimum 1-3 years work experience in a fast paced corporate environment in an analytical or accounting capacity
- Strong analytical and communication skills required
- Demonstrated ability to work with all levels of employees to resolve reporting questions effectively and in a timely manner
- High degree of accuracy with a strong attention to detail
- Well organized with an ability to organize tasks efficiently
- Ability to be resourceful, creative and independent when faced with multiple projects or challenging deadlines
- Very strong Excel skills are a must
- Hyperion/Essbase/Planning/Reporting knowledge a must
- MicroStrategy reporting knowledge a must
- SAP general ledger knowledge a plus
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Data Management & Reporting Expert Resume Examples & Samples
- Own, maintain and develop internal tools (Access DBs, Excel files with macros)
- Develop and implement new analysis in existing reports to improve the quality and usefulness of the risk report
- Involve in the process of risk metrics incorporation and implementation to capture the changing economic environment
- Model the risk for new businesses covered by the team and propose the data management & reporting solutions to fulfill the internal and regulatory control mandate
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Liquidity Risk Management & Reporting Resume Examples & Samples
- Quantify, monitor and report liquidity risks according to the firm�s internal model
- Compute regional Basel III Liquidity Coverage Ratio (LCR) for consolidated Nomura Group submission to JFSA
- Present key liquidity risk metrics to senior managements and business lines
- Validate and enhance the data used for liquidity risk reporting
- Participate in system enhancement User Acceptance Test
- Contribute to regulatory liquidity reporting projects such as Net Stable Funding Ratio (NSFR)
- Challenge, calibrate and enhance the firm�s internal liquidity model
- Form transparent and effective Fund Transfer Pricing policies
- Analyse the impacts of new products and business on liquidity risk measures
- Advise business lines of the implications from new liquidity regulations
- Degree in numeric subjects (Engineering, Mathematics, Computer Science etc)
- Masters or professional qualification (CFA, CPA, FRM etc) is preferred but not a must
- 3-6 years of experience in Corporate Treasury, Risk Management, Controllers or a related function at large financial institutions
- Ability to analyse a large amount of data
- Self-starter, and ability to learn quickly with minimal supervision
- Knowledge of liquidity regulation, especially Basel III Liquidity Pillar (LCR/NSFR), is a plus
- Experience in project management is desirable
- Familiarity of MS Excel/Access is required; VBA/SQL and/or any programming experience is a big plus
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Ba-management Reporting Resume Examples & Samples
- Conduct the meeting with clients and key stakeholders to gather requirements, analyze, finalize and have formal sign-off’s from approvers
- Gather and conduct analysis of the business requirements
- Translate the business requirements into the Business Requirement Document [BRD], Functional Requirement Document [FRD] or Minor Development Document [MDD]
- Translate intricate business processes into clearly defined technology deliverables
- Analyze complexity of various deliverables, their mutual dependencies; estimate effort and contribute to deciding project timeline in collaboration with local & global technology Lead
- Work as a subject matter expert, business analyst, for core management reporting functions across all Global functions : Risk, Finance, Treasury, HR, Compliance, etc
- Be a subject matter expert for regulatory requirements such as BCBS 239, Res plan, Basel or any such regulations which impact both Finance and Risk
- Develop a thorough understanding of suite of applications in Management reporting, functionality provided by existing applications and their limitations, future road map as driven by regulatory and internal priorities
- Find gaps and limitations in the applications and opportunities for consolidation in collaboration with the local and global technology leads
- Develop a thorough understanding of data coming from various sources including Risk, Finance and front office systems and primary risk/finance data sources, limitations and gaps in attributes required for various regulatory and internal commitments
- Provide application demos to users, and answer user queries related to management reporting if and when required
- Conduct functional testing of application during development. Analyze and explain the results & releases and get user sign offs
- Thorough knowledge of Management Accounting aspects across the bank with a large deposit base, Fee and expense base, lending across consume, private bank and wholesale banking segments
- Proven knowledge of Finance and Risk Hierarchies, accumulation of cost and revenues, budgeting, variance analysis, attribution, what-if analysis, revenue and cost forecasting under various scenarios, related modelling is a must
- Knowledge of regulatory processes such as CCAR, Stress Testing is a must
- Basic understanding of Banking products (Assets and liabilities), Contingent liabilities and derivatives is a must
- Analytical modelling of expenses, assets, liabilities and revenue
- Thorough understanding of financial company’s balance sheet and Profit and loss account
- Exposure to Use case methods, ability to manipulate large amounts of data and glean insights about the same
- Articulation/ Written and verbal communication
- Deep working experience of flow charting, Visio, MS-Office applications, excel macros
- Knowledge of databases, SQL. Willingness to learn technologies for data access/data analysis as required
- FRM/CFA is preferred
- B.Tech,B.Com, BSc (Math) grads can also apply
- Experience in banking, Treasury, FP&A markets is a must
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Wealth Management Reporting Controller Resume Examples & Samples
- Prepare, ensure and maintain an accurate and timely daily, monthly and quarterly management reporting of Wealth and Investment Management, products and accounts
- Reconciles source systems to reporting systems; at times needing to isolate variances, research, and correct data
- Reporting on performance of banking products
- Review and prepare daily and monthly Foreign Exchange (FX) account reconciliations
- Responsible for providing traders with daily currency exposures
- Understanding various (sometimes complex) data flows into reporting systems, while looking to enhance current processes through automation/changing sourcing
- Carrying out tasks related to the job in accordance with the instructions of the NY controllers (ad hoc reporting)
- Strong written and verbal communication skills (English)
- Basic understanding of Capital Markets and Financial Products
- Ability to interact with operations on trading desk and other US based controller groups, at points looking to escalate and resolve issues
- Self motivating, with ability to work both independently and in team environments
- Strong organizational skills, with ability to prioritize and manage various deadlines and downstream dependencies
- Ability to understand various reporting systems and respective data flows
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Headcount Management & Reporting Resume Examples & Samples
- Managing the headcount vs global target and ownership and publication of resource management and headcount report and packs on a monthly basis
- Work closely with financial management on monetization of organizational cost and assisting line managers in creating workforce strategy to meet agreed budget target
- Support manager preparing presentations, analysis, communications and other management tasks
- Coordinate special projects, ad-hoc business inquiries or data analysis in close partnership with key stakeholders
- Responsible for organizational change and management
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Mobile Development Lead-management Reporting Resume Examples & Samples
- Practical experience building iPad and iPhone applications using Objective-CExperience with cross-platform mobile development platforms, such as Appcelerator, highly desirable
- Experience with RESTful , JSON/XML/SOAP Web Services
- 7 to 9 of total years of experience of which good part should be on mobile application development experience across cross –platform
- Prior experience designing and architecting mobile application solutions
- Familiarity with Source Code Management systems such as Git or SubVersion (SVN); build tools like Ant, Maven, Hudson a plus
- Experience working with QA and testing tools for mobile applications
- Knowledge of enterprise mobile development, a plus
- Specifically developing secure mobile applications, integration with enterprise applications and infrastructure
- Experience designing highly interactive mobile user experiences by developing wireframes, prototyping functionality
- Ability to operate in a high-energy, high-intensity and rapidly evolving environment
- Knowledge of Cloud Adoption would be plus
- Highly motivated and team player
- Ability to take challenges and able to work with team as well as individual
- First class degree with excellent academic qualifications. B.Tech in analytical braches such as Comp science, IT
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Regulatory & Management Reporting Resume Examples & Samples
- 7-10 years of program or project management experience working in the financial services industry, preferably banking
- Systems, technology, architecture experience and in particular data, including quality issue identification, remediation, etc
- PTS-W, managing budget, headcount, staffing
- Microsoft Excel, PPT, Word, Access proficiency
- Citi experience++
- CAPM or PMP++
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Institutional Securities Group Management Reporting Resume Examples & Samples
- Develop reporting model to produce and analyze monthly regional returns on assets and capital, and shareholder value add metrics to be presented to Global and Regional ISG Management, Firm and ISG CFOs and other senior regional managers
- This will include calculation and attribution of revenues, recalibration of liquidity reserves and funding costs, projection of compensation and other costs, and attribution of equity capital to derive return metrics under Basel 3 capital rules for each of the 4 main regions ISG operates in – Americas, EMEA, Japan and Non-Japan Asia
- Assist in analyzing regional return impact of revenue and expense projections for the Bank Resource Management Division
- Assist with external reporting and disclosures
- Produce ad-hoc value added analytics as warranted by business needs and the market environment to support strategic management decision making
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Third Party Management Reporting Officer Resume Examples & Samples
- Improving senior management’s visibility into all risks from the use of third parties
- The geographic scope will encompass all Regions for ICG (North America, Latin America, Asia Pacific, EMEA, Japan and Mexico)
- Monitor Overdue Due Diligence identified Third Parties in relation to missing BSRMs and Business Owners
- Assist with enhancement of the comprehensive supplier risk management analysis and reporting functions, with focus on analysis of key supplier risks, to include emerging risks, recommendations for process and control improvements
- Assist in identifying relationships and process implementation for Third Party Suppliers currently managed outside of the CSSMP
- Assist with creation and implementation Data Control initiatives such as SRM CASP Gatekeeper functions
- Assist with development and implementation of a monitoring process for Unapproved Spend, MCS and Performance Monitoring
- Assist with the development of a comprehensive supplier risk management reports as appropriate to include enterprise and consumer sector KRI’s, thresholds and control status. Work closely with Consumer Controls/MCA team to leverage and coordinate reporting approach
- Other initiatives as assigned
- Demonstrated ability to perform audits or assessments related to risk management and controls and to analyze results to identify opportunities for improvement. Direct supplier/third party assessments experience a plus
- Demonstrated ability to produce executive management reports on current operating practices, risks or controls
- Strong PC and data manipulation skills required (e.g. MS Excel, Word, Access and PowerPoint). Preferred emphasis on MS Excel and Powerpoint
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Senior Developer Management Reporting Resume Examples & Samples
- Expert skill sets and experience building high performance web applications using Java, Spring, Restful services
- Experience in MEAN stack development a major plus
- Experience with source code management tools such as RTC, SVN
- Should have experience of implementing enterprise level Java Development projects – at least two end to end cycles using a stack of related technologies. Should have at least 5-7 years of experience
- Java, Spring, Restful services, design patterns and databases
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Management Reporting Senior Manager Resume Examples & Samples
- Supervise production of financial MIS including actual results, budget and forecast
- Lead in monthly flash, forecast and annual budget process
- Coordinate with business units to ensure data used and analysis produced are reasonable and accurate
- Provide support to business units on all finance-related area
- Perform sensitivity analysis and trend analysis to identify risks & opportunities in order to enable business decision making
- Review PED to ensure bank policies are followed, calculation of financials is accurate and supported by relevant documentation
- Work with Country Finance and Group and other relevant stakeholders to ensure accurate reporting of MIS and resolve any irregularities in report production
- Support Head of Retail Business Finance in compliance & risk management, including the designing and implementation of control measures and monitoring of such controls
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Data Analytics & Management Reporting Resume Examples & Samples
- 7+ years of experience
- Experience working with Relational Databases
- Hands on experience with building complex queries
- Data Analysis experience
- Excellent ETL knowledge to develop/support Data Sourcing routines
- Good understanding of Data warehouse/Business Intelligence environment
- Experience working in a similar environment
- Managed tech relationships/part of IT team supporting infrastructure
- Good understanding of GRC/Audit business process workflow
- Exposure to agile methodology
- Experience interfacing with multiple Systems of Records to identify and source data
- Ability to delve into data to answer critical questions
- Data Analysis skills
- Experience working in a similar environment with GRC or other Audit workflow applications
- Hands on experience with at least one Business Intelligence tool (Tableau is preferred)
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Senior Manager of Management Reporting Resume Examples & Samples
- Coordinates monthly global management reporting, providing KPI results for both divisional as well as consolidated reporting. Manages global reporting for all 5 Divisions for the Corporate global management reporting of divisional results
- Implements standardization across all divisions of the corporation to ensure consistent consolidated reporting
- Provides ad hoc reporting support to corporate functions such as Treasury and Investor Relations but also division specific requests
- Tracks monthly results for reporting of compensation metrics against annual targets
- Calculates FX impacts on divisional and global reported results as well as forecasted impacts for future periods
- Oversees reporting of divisional restructuring programs for both monthly internal reporting and quarterly external reporting
- Member of the HSIMS Leadership team to assist with the transition to the new reporting environment
- A minimum of a Bachelor's Degree in Accounting or Finance with 8+ years related experience
- Must have a level of proficiency with Internet, Email and Microsoft
- Experience with SAP and other reporting software is required
90
Portfolio Management Reporting Coordinator Resume Examples & Samples
- Flawlessly execute management reporting accountabilities for key Portfolio Management programs, translating data into management templates, and driving key insights
- Identify and implement opportunities to simplify the process of compiling management reporting for key programs
- Contribute to the documentation of business requirements and risk assessments in support of key initiatives
- Assist with business casing and financial modelling/forecasting of initiatives
- Design and deliver solutions to address ad-hoc issues
- Risk management
- Strong logistics & PM “lite” capabilities
- Exceptional data literacy and ability to turn data into management information
- Focused on continuous improvement
- Works well with partners
- Understanding & ownership of economics of decisions
- Strong matrix mgmt. skills
- Exceptional collaboration
- Strong influence skills
- Exceptional data literacy and reporting capability
- Process design and optimization
- Relationship building and organizational influence
- Introductory Risk management
- Customer insight and strong focus on customer experience
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IT Asset Management Reporting & Data Management Specialist Resume Examples & Samples
- Manage assets according to company policy, procedures, standards and guidelines
- Facilitate tracking and oversight of physical assets that are managed within the asset management database
- Assist in managing database to ensure the accuracy of asset data; monitoring and reconciling changes in inventory
- Monitor/maintain ticket workflow, logistics coordination and inventory updates for asset pick ups
- Regular reconciliation and analysis of multiple asset data sets/reports to identify, address and resolve discrepancies and issues
- Engage with cross functional teams to ensure customer and ITAM requirements are met and goals achieved
- Initiative, drive and willingness to own tasks, seek solutions and exceed expectations
- Continuously evaluate asset lifecycle processes for improvement and increased effectiveness from purchase through disposal
- Collaborate with all levels of staff in IT Asset Management; Remote Client Operations, Network Services Operations, Data Center Facilities, Enterprise Hosting Services, Enterprise Sourcing & Procurement and IT Finance
- Contribute to, and deliver on, small to medium size IT asset management projects
- Utilizes strong analytical skills and demonstrates innovative thinking and creative solutions with attention to detail in developing and documenting processes and automation
- Self-motivated, organized and capable of handling multiple responsibilities simultaneously
- Improve inventory management to maximize cost savings and remarket revenue
- Provide guidance to other team members on proper data management, reporting, etc
- 3-5 years’ minimum experience in IT Asset Management
- 3-5 years’ experience or significant understanding of the IT asset lifecycle
- Proficiency with Microsoft Office suite including: Outlook, Word, PowerPoint
- Advanced proficiency in Microsoft Excel, Visio and Access
- Fundamental working knowledge of SQL, including use of Microsoft Access or SQL Server Management Studio
- Knowledge of current IT workstation, server, and network technologies
- Advanced analytical and problem solving skills
- Strong negotiation and management presentation skills
- Robust data analytic, data management and reporting skills
- Business Process Management
- Understanding and implementation of quality controls, and risk mitigation
- Previous operations scorecard creation, management, communication
- Report design and development using SQL Server Reporting Services
- Prior experience with IT workflow process tools, such as ServiceNow
- Experience implementing or facilitating Quality Assurance processes
- Understanding of contractual language, terms & conditions
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Development Team Lead Architect Management Reporting Resume Examples & Samples
- Proven leader in development and delivery of technology projects with 8 to 10 years of experience in a leadership role in software development using Java/J2EE to handle design and development of Risk and Finance dashboard application that provides sensitive data to senior management
- Experience needed in delivering high quality software in an agile environment, mentor and guide the team in resolving technical issues, review code and involve in hands on development while adhering to company policies. Solid experience needed in Java, J2EE, Web services, databases and Web application development, ability to plan, schedule, co-ordinate and deliver in a fast paced agile environment
- Ownership and responsibility for end-to-end delivery
- Ensure process compliance and manage expectations of various stake-holders
- Provide technical guidance, develop the team and increase productivity
- Deep knowledge of Java, J2EE, Spring, Spring Batch, Web services, design patterns and databases
- Experience coordinating with teams across the globe
- Good experience in JavaScript, HTML5,AJAX,JSON, AngularJS
- Experience creating design document, UML , coordinating with stake-holders, QA team and infrastructure teams towards on-time delivery and testing
- Expert level knowledge in Web Servers such as WebSphere, Tomcat and Unix
- Strong decision making and problem solving skills
- Good understanding of Risk and Finance, BI tools is a plus
- Should have experience of implementing enterprise level Java Development projects – at least two end to end cycles using a stack of related technologies. Should have at least 8 – 10 years of experience
- Java, J2EE, Spring, Spring Batch, Web services, design patterns and databases, JavaScript, HTML5,AJAX,JSON,AngularJS and design patterns
- First class degree with excellent academic qualifications. B.Tech in analytical braches such as Comp science, IT
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Gfs-avp-management Reporting Resume Examples & Samples
- Implement and act in accordance with the organization’s information security policies
- Protect assets from unauthorized access, disclosure, modification, destruction or interference
- Execute particular security processes or activities
- Report security events or potential events or other security risks to the organization
- Complies with relevant Group Policies, considers and escalates the adequacy and effectiveness of their controls on a regular basis
- Follows and/or maintains / Establishes and documents* operating procedures which include relevant controls to meet Group and local policy requirements
- Minimum 9-11 years experience in a Financial Services environment , preferabaly FP&A
- Ability to analyse and interpret financial information
- Strong communication skills, with the ability to clearly and concisely articulate issues to senior management
- Ability to identify, build and enhance key relationships, influencing and challenging as required
- Understanding and knowledge of the drivers of business performance
- Good problem-solving skills, with proven ability to apply finance knowledge and experience to a diverse range of financial issues
- Drive/Support strategic projects – Global & Local
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Senior Analyst Data Management & Reporting Resume Examples & Samples
- Application and report development in Advanced Excel, Access, Power Bi using programming languages VBA and SQL
- Provide application support for sales department’s data sources and applications
- Generate analysis to identify opportunities and measure effectiveness of sales programs
- Develop analytical tools and conduct data analysis to improve sales account performance
- Analyze data and present updates on program performance
- Calculate and communicate quarterly agency incentives
- Research markets, determine primary decision makers, and make presentations to internal and external customers, including sales offices and corporate executives
- Perform ad-hoc analysis and other program administration as required
- Advanced knowledge of VBA and Microsoft Excel/Access
- A four-year college degree in Information Technology, Business or equivalent experience/training
- Prior work experience (1-3 years) in a data analysis position covering roles including
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Microstrategy BI Lead-management Reporting Resume Examples & Samples
- The candidate will be responsible for designing and building solutions for one of the applications within Insight
- Document and deliver clear and concise communications to both technical and business leaders and the client on topics ranging from solution architecture, system performance, risks and issue mitigation strategies, and project status
- Who can take senior technical role in the development and execution of projects and collaborates with customer architects and senior technology managers to understand existing GTC applications, explore new architectural solutions for future implementation
- Strong SQL skills with the ability to optimize, analyze, and improve database SQL performance
- Experience with customization of reports and dashboards using Microstrategy SDK is a plus
- Experience or Exposure with BigData Technologies is a plus
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Investment Management Reporting Controller Resume Examples & Samples
- Strong analytical, organizational, time management and documentation skills
- Basic understanding of accounting concepts
- Self-motivation Excellent verbal and written communication abilities
- Clear English language communicator
- Exhibit a strong sense of urgency, accountability, ownership, and follow-up of projects
- Possess a polished professional demeanour
- Team-player
- Experience in a Finance environment would be an advantage
97
Business Process Improvement Management Reporting Resume Examples & Samples
- Experience setting up Management systems and Management reporting including setting up data governance (People, process and technology) for mid to large organizations
- Experience as a leader, or working as part, of a business transformation team to develop the end to end process and governance for reporting across the company
- Data Scientist who has worked in transformation projects across large hardware/software/services companies to come up with insights across the transformation programs to challenge status quo and help make decisions using data
- Bachelor’s Degree in Computer Science, Physics, Math, Statistics or equivalent experience
- 8-10+ years of experience in the applied analytic space
- Strong understanding of algorithms and advanced data structures
- 3+ years of advanced experience with Hadoop (preferably HDP) and Data Structures
- Motivated self-starter, with high capacity for rapid learning and meticulous attention to detail
- A Visionary Agent for Change
- Expert multi-tasker
- Happy in an agile, fast-paced environment
- Great team player who holds everyone to high standards
- In possession of a High EQ
- Must be excited about challenges and be a problem solver with strong analytical skills
- Must have a stellar attitude, be very optimistic and have great interpersonal skills
- Able to handle large complex deployments independently
- Experience developing & executing to key metrics that will track meaningful project outcomes
98
Business Analyst Management Reporting Resume Examples & Samples
- Develop strategic Business and Financial models to support integration of Optum acquisitions
- Perform tactical tasks as needed with an eye on strategic and long-term goals
- Understand and incorporate industry specific metrics into reports to highlight relevant trends and support fact-based business decisions
- 5+ years of experience in business / finance analysis
- Management level reporting
- Experience with MS Project, MS PowerPoint, SharePoint, and Visio
- Ability to communicate analysis including trends and opportunities to clients and the business
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Investment Management Reporting Specialist Resume Examples & Samples
- Review of weekly acquisition activity for accurate values and analytics
- Preparation of various weekly Acquisition and Appetite reports
- Preparation of weekly Market Summary book (package includes numerous exhibits/charts supplying current rates, spreads, and index information)
- Assist with production of monthly/quarterly Cash Flow reports
- Preparation of monthly Investment Portfolio Review book (package includes numerous exhibits/charts supplying Market Conditions, Asset Mix, Duration, Credit Migration, Acquisition & Appetite, Book Yields, and Risk Limits)
- Assist with quarterly Total Return calculation and reporting
- Assist with and/or complete ad-hoc requests
- Assist in partnering with the Technology team to suggest and implement automated solutions for business needs
- Special projects may be assigned as needed
- Strong analytical and problem solving skills. Position often requires the ability to quickly troubleshoot issues and think outside the box. Must enjoy solving problems and implementing creative solutions
- Client focused and results oriented work ethic is required. Must be a highly motivated and ambitious self-starter with a true passion for quality and accuracy
- Proficient with Microsoft Office applications (Excel, Access, Word)
- Experience with Cognos or similar Business Intelligence (BI) tool preferred
- Knowledge of iRisk, PAM, and Oracle General Ledger would be considered a plus
- Understanding of fixed income instruments, asset management business, and investments theory preferred
- College degree in Finance/Accounting/Business
- 2 to 4 years of reporting experience preferred
- Ability to prioritize tasks, drive process improvement, and deliver high quality results
- Strong interpersonal, communication, and partnering skills
- An organized individual who is self-reliant, resourceful, and learns quickly
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Senior Manager Fixed Income Management Reporting Resume Examples & Samples
- Providing oversight of the team' s standard management reporting deliverables and month end responsibilities
- Providing strategic financial analysis for the Fixed Income Business Unit to support senior management decision making
- Coordinating and collating information in response to regulatory requests
- Active contribution to global projects including Finance specific and Firmwide initiatives
- The candidate should be a graduate and a qualified accountant
- High regard for attention to detail and accuracy
- Prior management reporting experience preferred with an ability to present information in a manner that will provide commercial insight
- High self-motivation and the ability to work both independently and as an effective team member
- Be confident in maintaining relationships across a variety of stakeholders and business areas
- Ability to manage work load effectively, balancing multiple issues and priorities appropriately
- Strong planning and prioritization skills with the ability to work on multiple tasks and with multiple stakeholders
- Proficient in MS Office, specifically a strong command in Excel and PowerPoint
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Manager, Management Reporting Resume Examples & Samples
- Professional accounting designation (CPA/CA/CMA/CGA) or MBA specialized in Accounting/Finance
- Five to seven years of relevant experience in a finance role; financial services/capital markets experience preferred
- Proven ability to excel in a fast pace environment while managing multiple, constantly changing priorities and ad-hoc requests
- Advanced communication and executive writing skills. Ability to succinctly engage with management and other team members
- Exceptional analytical skills coupled with a critical thinking mindset and eye for details
- Proactive approach to collaboration and a positive, pleasant, “will-do” and “will-help” attitude Focus on creating an exceptional customer service experience and have strong desire for continuous improvement
- Strong Excel and PowerPoint skills. Essbase experience would be an asset
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Business Management & Reporting Team, Analyst Resume Examples & Samples
- 2+ years of experience in financial analysis, reporting or similar analytical role
- Advanced technical skills (i.e., MS Excel, PowerPoint, Word, Access; Hyperion Essbase a plus); proven ability to efficiently navigate through large data sets
- Strong analytical skills, critical thinking and problem solving skills – competency in interpreting data and deriving meaningful insights & trends a must
- Proven ability to work under pressure in a fast-paced environment
- Experience in developing management presentations
- Demonstrated sound judgment, integrity and confidentiality
- Extremely proactive and self-motivated. Must have high intellectual curiosity
- Results and detail oriented with ability to prioritize effectively and multi-task
- Strong relationship building and interpersonal skills, with the ability to effectively communicate with all levels of an organization
- Finance, accounting or business administration background preferred
- Familiarity with mutual fund industry and knowledge of transfer agency function a plus
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Data Management & Reporting Expert Resume Examples & Samples
- Bachelor degree in Finance, Statistics, Economics or other Finance/Math related field
- At least 3 Years of professional experience, preferably in risk or quantitative analysis
- Experience with Market Risk a plus
- Leadership and motivating others
- Very good Excel skills, working knowledge of VBA would be an advantage/willingness to learn other languages a plus
- SQL knowledge would be an advantage
- Detail Oriented
- Has spoken and written English language proficiency
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Management Reporting Global Process Manager Resume Examples & Samples
- 50% Define, monitor and manage E2E Management Reporting strategies liaising with business units / organizations
- In the context of a large scale, diversified, global business that has grown through acquisitions with disparate systems and accounting and management reporting processes, the MR GPM is accountable for the design and application of standard global processes to provide the required outputs in an effective and efficient manner today and in the future. These outputs are primarily the building blocks to generate the financial content for monthly and quarterly management information for each enterprise and the corporation as a whole. This role will establish time and quality standards based on external benchmarks and develop and deliver a top quartile Management Reporting process
- The MR GPM will ensure that the process design and application is suitable to meet both short term and long term expectations including control design and audit readiness, management of risk, metric design, knowledge management, performance and target setting
- This role will be key in developing and maintaining the tools to facilitate the businesses in performing their jobs better; He or she will actively promote the use of standard systems and processes and provide strong challenge to senior stakeholders in business and finance in their desire to develop ad-hoc information and lead them to minimize the use of non-standard tools and processes
- 25% Drive Continuous Improvement of the End to End Process (CI) to achieve efficiencies reduce costs and enable growth
- The role looks to continually drive efficiency and will own the CI pipeline as well as supporting the data agenda to improve first time right. He or she will also work with IT/Systems experts to make the most of existing tools and influence the capability of next generation tools
- The MR GPM will own the Standard Global Management Reporting processes. He or she will work with other process managers to understand and respond to changes in the broader environment, building an extensive network to influence senior leaders in Finance and beyond who impact the RTR processes, data, systems or controls. This role will be a conduit to share (best) practices among Cargill enterprises and Corporate FP&A
- The MR GPM is a key liaison with RTR GPO, FSS Leader, Regional Controllers and Regional A&F Leaders in driving towards our optimal organization to deliver top quartile Management Reporting
- This role will be a key thought leader in developing RTR expertise and competency ensuring that the team has the right mix of skills required to deliver high quality reporting and analysis
- The MR GPM will be leveraged as the Subject Matter Expert in the development and roll out of learning & development programs that support and stretch the team in delivering their duties
- 10+ years financial and/or management reporting and accounting operations experience
- Experience in a large scale global organization
- Experience in process design and implementation of a financial software package, SAP preferred
- 5+ years experience in managing a closing process and business services in an organization with similar operational scale and geographic footprint
- Experience in transformational projects, preferably the transformation of finance and the implementation of a shared service network, preferred
- Passion for driving continuous improvement with clear evidence of same in professional or business background
- Demonstrated experience in process management
- Ability to combine strategic vision with tactical detail
- Proven track record of talent development, building and empowering diverse teams
- Master’s degree or higher
- Process Re-engineering or Six Sigma or Lean Six Sigma experience
- Ability to flex from leading high level discussions to working appropriately in the details or leading “deep dives” when required
105
Equity Management Reporting Controller Resume Examples & Samples
- 2-3 years of relevant work experience
- Strong communication skills - able to deal effectively across functions and levels
- Good team skills - ability to work effectively with colleagues to meet a common goal
106
Management Reporting Controller, Associate Resume Examples & Samples
- Provide support to manager in Revenue reporting, responsible for daily/weekly production of revenue reports for businesses across Asia Pacific region
- Production of Monthly Financial Reporting packs for businesses across Asia region, and provides analysis on monthly trends and movement for key stakeholders
- Production and analysis of Monthly and Quarterly Trading fee reports for key stakeholders
- Assist the team in improving daily/monthly processes through refinement in data quality and enhanced control
- Engagement in various cross-divisional ad-hoc projects and assisting in queries from stakeholders
- 2+ years experience in financial services industry is a plus
- Bachelor degree in Finance or Accounting
- Strong proficiency Microsoft Excel skills
- Able to multi-task effectively and manage deadlines
- Strong communication skills are essential for collaboration across different MS teams & divisions
- Excellent investigative, problem solving, reconciliation and analytical skills
- Background in finance, understanding of investment banking products would be a plus
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Investment Management Reporting Controller Resume Examples & Samples
- Providing commentaries for expense variances
- Creating weekly/monthly/quarterly management reports
- Monitoring GL balances, break investigation and making necessary adjustments if appropriate
- In-depth review of Marketing expenses
- Responsible for reporting, and at times analyzing, Non-Financial Data for the IM businesses
- Assist in the accumulation and consolidation of data across IM and WM business lines
- Follow up on data integrity issues
- Strong verbal and written English communications skills
- Solid technical and analytical skills
- Ability to interact well with others at varying levels of seniority, and in other locations
- Ability to work both independently and in team environments
- VBA/Access/SQL experience a plus
108
Management Reporting Lead Resume Examples & Samples
- Bachelor's Degree in Accounting and/or Information Systems
- Previous experience Financial Analysis and Risk Reporting / Analysis
- Solid understanding of IB line of business, products and services
- Proven Business Transformation experience in the areas of Data Visualization, Data Analytics, Risk Management, IT and Regulatory
- Microsoft Office/Suite proficient (Excel, Word, PowerPoint, Outlook, etc.)
- Solid analytical and research skills
- Previous end-to-end experience on Data Extraction, Transformation, Aggregation and Reporting of Reports
- Previous design & implementation of IT solutions experience, including Vendor Management and/or Software Development Life Cycle (SDLC)
109
Junior Accountant Liquidity Management Reporting Resume Examples & Samples
- 2-4 of years experience in financial institutions
- Strong accounting and finance background
- Experience in regulatory reporting in liquidity risk management, stress testing and other relevant compliance requirements
- Knowledge of USGAAP and IFRS (International Accounting Standards)
- Product knowledge in Banks - derivatives, loans, funding vehicles, currencies, fixed income and equity securities
- Strong writing and communication skills
- Ability to work independently with aggressive deadlines
- Experience in Liquidity funding reporting, Liquidity stress testing, and customer liquidity reporting (5G) a plus
- VBA knowledge
- Experience with regulatory reporting and audits
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CCB Management Reporting & Analysis Resume Examples & Samples
- Minimum of 10 years relevant experience in developing data infrastructures, measurement development, production and analysis in a large, complex environment
- Minimum of 10 years relevant experience in organizational psychology, organizational effectiveness and employee survey development / analysis in large, complex environments
- Demonstrated ability to influence & drive change
- Ability to implement & manage strategic projects
- Ability to engage in multiple initiatives simultaneously with competing priorities
- Excellent interpersonal, communication, and facilitation skills & ability to work with people at all levels
- Bachelors degree, Masters or MBA preferred
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Management Reporting / Operations Specialist Resume Examples & Samples
- Manage, schedule and report on revenue under contract (RUC)
- Develop and manage the weekly PS forecasting and staffing process to include development of reports (i.e., utilization, resource allocations, and sales pipeline)
- Track and report on fixed-fee projects to help PS management maximize revenue recognition and realization
- Work with PS leadership to develop, manage, track and report on KPIs for the Private Equity PS team
- Assist with Helios management (project setup and time reporting) for the PS projects and personnel
- Work with Asset Management/Private Equity finance and Accounting on monthly revenue reporting and accruals (unapproved time)
- Manage client/project/milestone tracking for PS projects to facilitate revenue recognition
- Liaison with Asset Management PMO to provide assistance and management of project management processes, tools/templates and reporting
- Manage PS bonus plan distribution and tracking
- Provide ad hoc support for PS leaders and management (e.g., Regional Leads, etc.)
- Leverage KPIs to propose and implement change management tactics to improve profitability as well as operational effectiveness and efficiency with a focus on incremental and stretch goals
- Assist PS leadership with resource capacity planning and acquisition
- Liaise with Private Equity Sales and Account Management leadership on sales pipeline and forecast
- Act as a liaison with accounting functions and business owners to ensure billing issues are corrected, and collections issues resolved and proactively acted on
- 2 years experience in professional services operations and/or financial management roles (Big 4 experience preferred, but not required)
- Resource planning (i.e., forecasting, capacity management) experience with professional services organizations
- Experience with Planview software would be beneficial
- Advanced Excel skills (e.g., ability to build planning, forecasting models)
- Knowledge of project management concepts, processes and operations
- Experience with financial planning and budgeting a plus
- Knowledge and experience in budgeting and planning for professional services organization
- Ability to work in dynamic and time-constrained environment
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Operational Data Management & Reporting Lead Resume Examples & Samples
- Bachelors Degree in Computer Science, Decision Science, Information Systems, Business Administration or related field
- Proficient in SQL/SPL. (Informix IDS is a plus)
- Familiar with OBIEE, MSSQL MS, Spotfire, & Salesforce.com
- Familiar with Shell and/or Perl in a Linux environment
- Fully proficient in MS Office Suite, especially Excel
- Solid data mining skills
- Dedication to improving the performance of EOA Labs through effective information delivery
- Business Intelligence experience in data collection, management, and metrics
- Outstanding verbal, written, and communication skills in both business and IT environments
- Knowledge of the Lens Rx business a plus
113
Management Reporting Intern Resume Examples & Samples
- Interaction and requirements gathering with senior team members
- Development and improvement of data sources
- Assisting with quarterly reporting on topics of interest
- Assisting with frequent, short-turnaround ad-hoc reporting on particular subjects as needed
- Excellent analytical and organizational skills, including the proven ability to adapt to a dynamic project environment and manage multiple concurrent project demands
- Aptitude in dealing with data extraction and manipulation using various software products including Microsoft Excel, Microsoft PowerPoint and possibly Tableau
- Ability to quickly establish and consistently maintain positive working relationships with multiple stakeholders
- Willing to work periodic extended hours
114
Back Order Management & Reporting Specialist Resume Examples & Samples
- Develop presentations and performance reporting scorecards for executive management
- Create, develop and maintain fill rate, dealer back order, supplier back order and inventory reports regarding current North American and Canadian service parts performance
- Create, maintain and update the purchase forecast model by Brand, for reporting to VWAG and Mexico regarding compliance to target and explanation of variances
- Analyze and report out on causals for fill loss, back orders. Track and identify trends
- Develop, track and provide inventory and turns forecast to Finance, while tracking against actuals
- Establish, manage and publish weekly network health status. Facilitate weekly Network Health meeting, develop actions plans to resolve exceptions
- Manage, maintain and distribute scorecards to Brand and Canada in support of service level agreements
- Develop, manage and maintain the Global Management Database, as required by Kassel market transparency project
- Support the implementation of systems, process and methods regarding supply chain process improvements
- Perform ad hock data analysis for various Logistics teams
- 5-7 years of experience
- Communication skills – interpersonal, presentation and written
- Computer savvy – skilled in the use of software, specifically SAP, Microsoft Excel, Access, Business Warehouse
- Trained in use of ET-2000 Business Warehouse Reporting Tools
- Practical experience and good working knowledge of ET-2000 (or related SAP system)
- Strong understanding of industry standard part systems and operations
- Certified Six Sigma Green Belt
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Management Reporting & Analysis Lead-starches & Sweeteners Europe Resume Examples & Samples
- Ensure that the overall team lead and execute the management reporting processes for Starch & Sweeteners businesses in EMEA
- Lead the detailed preparation of the budget and forecasting process
- Conduct monthly reporting and business financial reviews- including early bird estimates, financial projections, financial reporting, and ad-hoc reports
- Liaise with local controllers and product line controllers to ensure timeliness and consistency of information and analysis
- Participate in ad-hoc projects to provide decision support to management
- Accountable for performance management, talent development, succession planning
- Support the delivery of the new Finance strategy
- Monitor and assess key process and business metrics within reporting unit to ensure end to end process effectiveness
- Serve as an advisor to business process owners on control methodology as needed
- Respond to and partner on the financial duties related to Mergers, Acquisitions, Divestitures and Joint-Venture (MADJV) activities as needed in this business in collaboration with relevant partners
- 6 years or more financial reporting experience
- Understanding of US GAAP
- Advanced capabilities in analytics, business performance reviews, budget & forecasts
- Attention to detail & deadline drive
- Strong collaboration and influencing skills with all levels of the organization and with global partners
- Ability to clearly explain technical topics in a simple manner
- Holding others accountable
- Team leader, change agent
- Familiarity with SAP/JDE and other integrated business systems
- Process-minded
- Continuous Improvement focus
- Business Acumen & understanding of how all areas come together and operate as a business
- Process Focus - Process Optimization
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Manager, Revenue Management Reporting Resume Examples & Samples
- 4-year degree from an accredited university in Computer Science, Information Technology, Business or quantitative discipline; 5 years’ experience in sales analysis, marketing analysis, revenue management, financial analysis or a related technical discipline
- 2-year graduate degree from an accredited university in Business Administration or quantitative discipline preferred
- Ability to develop and implement effective project plans
- Initiative to solve problems as they arise
- Ability to work effectively as a member of a team, as well as independently
- Strong dedication to data integrity and quality of work
- Attention to detail and strong organizational skills
- Proven track record for innovative and applying new technologies to solve problems
- Ability to handle several complex projects with little supervision
- Ability to articulate clearly and present complex issues to associates at all organizational levels
- Manages small software development projects and provides support to larger scale departmental initiatives
- Performs more complex quantitative and qualitative analysis for business processes and/or projects
- Responds to, solves and makes decisions on more complex/non-routine business requests with limited to moderate supervision
- Provides training and technical guidance to less senior staff, where appropriate, and serving as point-of-contact for problem resolution
- Provides project support (requirements gathering, technical documentation, testing, training, etc.) for larger IT initiatives
- Supports Data Governance initiatives by drafting polices, performing data quality audits, and acting as a data steward
- Demonstrates an awareness of personal strengths and areas for improvement and acts independently to improve and increase skills and knowledge of the broader group
- Ensures the work is organized so it can be effectively completed
- Continuously improves work processes
- Brings together the appropriate mix of associate knowledge and skills to complete work
- Coaches others on scope of technical decision‐making authority
- Uses meetings and other forums to regularly communicate status of work
- Models and coaches others on staying calm and focused during stressful situations
- Models flexibility when managing multiple demands and changing priorities
- Provides resources that help others deal with change and challenges
- Determines how change impacts stakeholders and communicates concerns to leadership
117
Management Reporting Lead-nibr Resume Examples & Samples
- Act as an advocate for the management reporting needs of division finance, Senior Management (FLT/ELT) and associated support
- Drive innovation and manage reporting projects (Financial and Non-financial), in a timely and cost effective manner, meeting business needs
- Identify system development and improvement opportunities supporting business performance management
- Define robust standard processes supported by tools and systems, reflecting best practices, supported by a control framework
- Manage or coordinate the day to day operations of the management reporting systems (Financial and Non-financial) in collaboration with NBS IT, in a timely and accurate manner, meeting all business timelines and information/analytic needs
- Lead cross functional project teams (FRA, BPA and IT) and drive project execution
- Support FRA Operations in designing reports to monitor financial results and compliance (income statement, balance sheet, cash flow, KPIs, compliance cockpits )
- Provide ad-hoc BPA support including advice on accounting treatments
- Define the Training program on FRA Ops Management Reporting systems
- Ensure relevant SoX requirements are met
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Systems & Management Reporting Specialist Resume Examples & Samples
- Operational oversight to provide services at expected levels with a clear customer focus
- Coordinate with local entity, Novartis Global Service Center and external service providers to provide seamless service
- Support continuous improvement, process changes in order to ensure an efficient and effective process
- Act service oriented to enable service lines to deliver a high-performing organization and drive improvements/standard solutions while cultivating a customer service focus culture
- Ensure compliance with Novartis Financial Controls Manual (NFCM) and regulatory requirements and implementation in internal guidelines
- Live the Novartis Values and Behavior (Innovation, Quality, Collaboration, Performance, Courage and Integrity)
119
Bpo-management Reporting Resume Examples & Samples
- To ensure compliance and integrity of the global template of the R2R processes related to Group Statutory / Management financial reporting
- Provide functional expertise of in scope processes to Business Services deployment teams
- Work alongside Global Service Managers, Functional Analysts and Transformation Manager to enable successful deployments
- To support GPO in designing & ownership of the end to end R2R processes including
120
Americas Management Reporting Policy Leader Resume Examples & Samples
- To provide a high quality financial management reporting service with a focus on identifying trends, risks and opportunities, communicating these to senior finance staff, corporate department management teams and to the executive team in such a way that its use informs management decision making. To produce high quality reporting across the Americas
- Develops and manages data updates and conversions supporting the feasibility for automation of reporting
- Directs the continuing review of present systems and work processes, examining techniques in use and determining appropriate changes to effect improvement, reduce costs and enhance efficiency
- Strong communicator responsible for driving Management Reporting related projects to the various stakeholders within MUFG - specifically in the areas of process design, internal control effectiveness, computing system interaction, and other relevant areas to ensure that processes within the Management Reporting Production Team. Must be a strong leader who is adept at driving change within a dynamic business environment with a proven record of delivering process efficiency results
- Expected to take ownership, identify process improvement opportunities for existing processes and controls, and drive positive change in the organization. Responsibilities in many instances are yours to define, but include
- Years of functional/professional experience: 10 or more years directly related experience
- Years of supervisory or managerial experience: 5 or more years supervisory/management experience preferred
121
IT Associate Incident Management & Reporting Resume Examples & Samples
- Incident queues will be monitored by Manila analyst, assigning to the appropriate analyst promptly for handling each ticket. Queue should not be left unattended
- Any ticket not in the resolved state must be followed up on as indicated in the “Three Strike Rule – client not contacting us back” Team Room Document
- All communication that takes place concerning a ticket must be included in the activity log of the ticket
- Tickets that have emails going back and forth to get clarification what the problem is should be limited to two emails sent from us for clarification before the Client is called to get clarification rather than sending a third email
- If it is unclear or unfamiliar who the ticket should be assigned to, the ticket will be sent first to the
- I&AM Manila Team Lead and then to the Canadian ISM Focal for further assistance with the steps taken so far outlined
- Any tickets that come in that could indicate a potential Priority 1 or 2 must be escalated immediately to the GAM Canadian ISM Focal
- Coverage for Lotus Notes Password Resets will be 24 hours a day, 5 days a week coverage and the Lotus Notes
- Password Reset tickets will be picked up and resolved within 15 minutes of receiving the ticket
- Change management ticket queue will be reviewed twice a day, once in the morning by 11 AM EST and once in the afternoon by 3 PM EST and assigned out to the appropriate Canadian analyst at that time
- Generate Information Security Reports to support business unit requirements such as daily, weekly, monthly reports, peer review extraction, analyzing met/unmet SLA and etc
- Bachelor's degree in any Information Technology or Computer Science related courses
- Proficient in PC/Network troubleshooting and in MS Office Suite
- Solid decision making and problem solving skills
- Flexible to changes in work assignments
- Excellent attendance record
- Knowledgeable in Windows/NT Server Environment and Active Directory
- Knowledgeable in Mainframe
- Experience in supporting Lotus Notes and MS Exchange will be an advantage
- Strong working knowledge in Windows environment
- Local Area Network and Access Control List
- Excellent comprehension, analytical and decision making skills
- Knowledge on MS Excel Formulas, Charts and Functions
- Service Now Tool / IBM Service Management Tool
- Shop Online
- SM7
- Creation of IDs for Lotus notes and Active Directory
- Incident/Problem Management
- Change Management
- Inbox Handling
- Lotus notes
- Arc Sight
- Hyena
- MS Excel
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CCB HR Management Reporting & Analytics Resume Examples & Samples
- Develop, maintain and support a variety of routine information needs, reports and queries
- Take a leadership role in analyzing, executing and responding to ad hoc information requests
- Design and conduct analyses, identify issues, formulate hypotheses, synthesize conclusions into recommendations, and presenting to senior management team
- Advise and assist end users with the development of standard reports to meet ongoing customer data needs
- Proactively manage data integrity in systems by running queries, auditing and analyzing data
- Participate in cross HR initiatives of a complex nature as they related to HR Information and / or reporting / analytics
- Stay abreast of human capital Information tools and best practices that are meaningful and deliverable to the organization
- Handle external data requests related to Audit and Other Legal related matters
- O Bachelor's degree or equivalent experience
123
Senior Ba-financial & Resource Management Reporting Resume Examples & Samples
- Strong Excel, PowerPoint, Access and SharePoint knowledge required
- Strong problem solving skills with ability to get to the root cause of an issue and develop corrective and proactive approaches to address the problem
- Ability to develop collaborative working relationships, communicate effectively across the organization and at different levels, think and act strategically, and influence key leaders
- Financial tracking
- Data collection
- Budget forecasting
- Headcount tracking
- Critical thinking skills
- Two to five years of experience in business operations and data reporting
124
SVP, Controller & Management Reporting Resume Examples & Samples
- Manage Controller’s department teams to ensure all processes are running smoothly and lead to resolve issues when needed; streamline and innovate any inefficient processes or reporting
- Review and approval monthly and quarterly Financial Statements for submission to CBS Corporate; review and approve capital project requests; review and approve monthly bank reconciliations; Showtime Treasury leadership and management, including cash receipts and disbursements; review and approve leases and equipment purchases for the company
- Management and review of monthly forecast and Budget processes
- Liaison for Information Systems and Technology group
- Ensure strong controls’ environment - SOX testing approvals, accounting policies and procedures up to date and updated timely, lead audit processes with PwC and internal audit, quarterly rep letter
- Manage and approve accounts payable and invoicing processes and controls, including T&E
- BS in Accounting or Finance preferred
- A minimum of 10-15 years Finance, Accounting and Entertainment experience; systems experience, including GL, Budget systems, Excel, Data warehousing knowledge
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Global Compliance Management Reporting Resume Examples & Samples
- Willing to take the lead when necessary
- Strong, communication skills (written and oral) able to influence and negotiate when necessary
- Able to form and maintain win/win relationships with colleagues, added with the ability to navigate through difficult situations
- Tech savvy preferred – Excel and Power Point
- Motivated Self-starter / self-manager
- Good inter-personal skills – able to get along within a diverse multi-locational team
- Experience of engaging and influencing stakeholders taking time to explain the rationale for requests and maintaining an on-going dialogue
- A desire to influence colleagues of all levels - bringing people with you in a changing landscape
- Some Financial Services industry experience and a desire to gain experience of conduct, control and assessment
- Proactive approach to sharing information within your team
- Strong (but fair) customer focus
- Ability to work at pace with accuracy. Effective at working under pressure to meet tight deadlines
- Comfortable dealing with ambiguity and a keen desire to understand the supporting story
- Effective ability to challenge and take responsibility when anomalies occur or facts appear incorrect
- Provide suggestions to GCMR Management for improvements to processes or reports
126
Financial Analyst Global Segment Management Reporting Resume Examples & Samples
- Design and develop Dashboards and reports that will be used by the GSMR and the Finance group to analyze the results across business segments for American Express
- Support the development of controls and governance for the platform and help implement it across the organization
- Support the creation and delivery of executive level communications and updates to program stakeholders
- Experience with Oracle Business Intelligence Enterprise Edition (OBIEE) and BI Publisher or other Business Intelligence tools, desired
- Experience with analytical and programming toolsets (e.g. SQL, Java, HTML coding) desired
- Experience with financial reporting including accounting and/of management reporting, is desired
- Experience with Oracle Financials eBusiness Suite, desired
- Ability to handle a high pressure environment and make decisions in challenging situations
- Bachelor’s Degree, required
- 0-3 years of related experience
127
Controller Management Reporting Resume Examples & Samples
- Assist in reporting of the North America DCV and GEM Pharmaceuticals budget and forecasts according to forecast cycle into Global Hyperion Financial Management (HFM) tool
- Assist in reporting of the North America Pharmaceuticals DCV and GEM actual P&Ls on a monthly and quarterly basis to Corporate Finance
- Preparation of reconciliations between local TM1 Financial Planning tool, Global HFM, and local SAP
- Support the development of budget and forecast presentations to Senior Leadership
- Support Head of Finance Planning & Analysis in preparation of monthly analyses dashboards and commentary for Senior Finance and Business leaders
- Responsible for reporting and analysis of daily sales for U.S. Pharma business to internal stakeholders including CEO, CFO, and Pharma Controller
- Assist in ensuring all actual financial information is loaded and reconciled into TM1 Planning tool from SAP and other ancillary systems
- Work closely with local Business Unit Finance and Accounting to resolve reporting related issues on budget, forecast, and actuals submissions
- Work closely with local Finance to address ad hoc questions and requests from Corporate Finance in Paris
- Excellent organizational, interpersonal and communication skills - written and oral
- Strong analytical abilities
- Experience with variety of financial tools a plus (SAP, Hyperion, TM1, Essbase)
- High level of comfort with financial systems
128
Senior VP of Liquidity Management Reporting Resume Examples & Samples
- 8+ years of experience working within a Financial Institution
- Knowledge of Financial Products (derivatives, equity and fixed income securities, currencies, structured products, deferred commission assets, commodities, commercial paper, private equity, hedges)
- Working knowledge of VBA
- Microsoft Excel proficient (Pivot Tables, Look Ups, Macros, etc.)
- Experience in Liquidity Funding Reporting and Customer Liquidity Reporting
129
Management Reporting & Planning Analyst Resume Examples & Samples
- Presentation and interpretation of financial information to business management including the analysis of business performance and associated drivers to support and inform business decisions
- Production of detailed financial analysis to support business needs that assists with expense management and variance analysis
- Completion of detailed financial models to support new business and new client decisions including modelling and scenario analysis
- Provide support and input into rolling forecasts and annual plans
- Production of presentations and high value financial analysis to support regular business reviews across all business lines
- Act as liaison between business stakeholders and broader corporate financial management team
- Completion of adhoc project work
- Part Qualified accountant (preferably ACA/ACCA/CIMA) with experience gained in a multi-currency, multinational financial services environment
- Product knowledge across the range of asset management and asset servicing (custody, fund administration, investment operations outsourcing, banking) products with the ability to dialogue knowledgeably on each product
- Experience in the production of management reporting, business information, financial analysis for an asset management / asset servicing business
- Advanced level of IT skills notably MS office (Word, Excel, Powerpoint, Visio),Hyperion, Cognos, Workspace Advanced and TM1 experience (preferable but not essential)
- Self-starter with a professional work ethic, initiative and an ability to self-motivate
- Time management
- Focused stakeholder relationships
- Problem solving/decision making
130
Senior Financial Analyst Global Segment Management Reporting Resume Examples & Samples
- Designing, developing and maintaining HFR reports that will be used by the GSMR and Finance groups to analyze the results across business segments for American Express
- Owning the development of controls and governance for the HFR platform and help implement it across the organization
- Operational process monitoring, ensuring their timely completion and resolving or coordinating resolution in case of issues and changes, working in coordination with immediate team members as well as other groups
- Supporting the creation and delivery of executive level communications and updates to program stakeholders
- Support automation goals through the HFR and OBI Oracle platforms
- Experience with Oracle Hyperion Financial Reporting (HFR) and other BI tools, desired
- Experience with American Express accounting and reporting processes, including financial and management reporting, is desired
- Experience with Oracle Financials eBusiness Suite, such as Essbase, desired
- 2+ years of related work experience
131
Management Reporting Lead Resume Examples & Samples
- Supply a full suite of MLIT management reporting that combines financial, staffing and progress dimensions for an end to end view of projects, programmes and portfolios
- Lead the design and implementation of a model for allocating cost to projects in close cooperation with the finance department
- Drive automation and continuous improvement of management reporting content and processes
- Corporate with portfolio partners and data governance analyst to assure quality and consistency in input data
- Contribute to the Portfolio Management & Reporting development roadmap
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Finance Analyst Management Reporting Resume Examples & Samples
- Ensure timely and accurate month-end close for the divisions, by liaising with relevant stakeholders and accounting teams worldwide. Identify variances and their causes, ensure that any remedial actions or escalations that are required are in place and understood, within the close cycle
- Assist Support Functions FP team with the month end and year end activities (reporting, accruals and journal entries)
- Research & provide monthly reports including commentary for the divisions to the divisional leads, their direct reports and other stakeholders as required
- Co-ordinate inputs for relevant areas for planning cycles (including Headcount & all other opex) and ensuring that the data in TM1 & Cognos is accurate, reviewed and understood by relevant functional heads
- Provide relevant analysis & commentary for the output of the planning exercise to the Global Planning team to aid the SLT review of these functions and the overall organisation opex requirements
- Working closely with functional heads to help in drafting plans for achieving cost reduction targets as well as functional efficiency improvement and strategic / 5 year plans
- Providing timely and insightful responses to ad hoc responses from stakeholders and other internal customers
- Run system generated reports for the Support functions team at specific times of the month for the team to complete. This includes Close call packs, Radars and month end variance reports
- Other Ad Hoc duties as needed, both on a monthly basis and on a regular basis as we find a best workload fit within the team
- Minimum 4 years Finance / Accounting experience
- Proven track record in a Finance / Accounting environment
- Part Qualified / Finalist ACCA / CIMA
- Strong analytical / modelling skills with the ability to articulate standard financial and commercial concepts to the business
- Detail oriented with excellent time management skills; able to work autonomously and meet commitments and deadlines
- Strong interpersonal and communication skills; able to present information clearly and concisely
- Self-motivated and can proactively identify, challenge and provide solutions to issues
- Confident, enthusiastic, team player, goal and results oriented
- Experienced spreadsheet and financial modelling skills
- Familiarity with Cognos an advantage
133
Global Bank Resource Management Reporting Lead Resume Examples & Samples
- Bank Resource Management (BRM) Controllers provide business support and perform daily Profit and Loss and Balance Sheet reporting for the Securities Lending, Repo Financing and Listed and OTC Derivatives Collateral businesses
- Treasury Capital Markets (TCM) Controllers provide business support and perform daily P&L and Balance Sheet reporting for Treasury Capital Markets (Corporate Treasury) and are responsible for analyzing and attributing unsecured funding costs
- Liquidity & Funding Controllers are responsible for external and internal liquidity reporting. Key clients are Corporate Treasury, Firm Management and external regulators such as the FRB and PRA
- GFC Risk and reporting team plays a key role in the further development of internal reporting across the group in NA, EMEA and Asia
- Designing and implementing new Global Reporting and Analysis for BRM
- Build consist Regional Reporting and Analysis views for BRM
- Work with Treasury Capital Markets Controllers and external consultants to develop a Consolidated BRM and Treasury reporting view
- Working with the Business Unit and IT Team on new reporting requirements and solutions
- Enhance controls and procedures for existing Balance Sheet and P&L reporting for BRM
- Ad hoc reporting requests from Senior Management
- 9+ years of financial control / product control experience in a global financial services firm
- Excellent financial reporting, analytical and organizational skills
- Secured Funding experience highly preferred
- Ability to work in a fast-paced, high-energy level environment
- Willingness to take initiative to develop and improve processes
- Understanding of Repo and Stock Loan products (preferred)
- Attention to detail, accuracy and strong sense of urgency
- Excellent communication skills and an ability to communicate with Senior Management and Business Unit
- Proficiency with Microsoft Office (strong Excel & PowerPoint)
134
F Summer Internship Information Management & Reporting Resume Examples & Samples
- Create a mechanism to classify and search the results from F5 Engineering’s Root Cause Analysis (RCA)
- Create, publish and manage an RCA Request capability
- Create a repository of engineering practices that are searchable and maintainable
135
Head of Control Management & Reporting Resume Examples & Samples
- Minimum bachelor's degree
- Experienced 3-5 years on consumer banking operations is preferred
- Experienced in managing team
- Intermediate to advance cards processing knowledge
- Experienced on project management
136
Workforce Management Reporting & System Support Analyst Resume Examples & Samples
- New client configuration and administration as needed
- Maintaining security profiles for end users (level of access for each user, adds, deletes, active vs. inactive status, etc
- Front-end contact for research/review of system related issues prior to opening ticket to help desk
- Complete audit of users/parameter set-up for eWFM, eSP (other systems as assigned if added as a call center/command center tool)
- Completes assigned daily/monthly call center reports
- Work closely with Data Warehouse to fully utilize its reporting capabilities
- Training on eWFM and eSP applications
- Assists with Call Center related projects as needed (i.e. VoIP, Speech Analytics, Predictive Dialer, IVR, etc,)
- 2 years of experience in Excel with 1 year of report writing in Excel
- A solid understanding of call center terminology, functions and metrics/measurements
- 3 years of experience in Contact Center/Command Center environment preferably with workforce management applications (i.e., eWorkforce Management, Blue Pumpkin, IEX) and reporting applications (i.e., Avaya, Exony)
- Excellent oral and written communication-Solid time management, organization and follow-up skills
- Ability to work in a rapidly changing environment
- Proficient with Microsoft Word, and PowerPoint
137
Workforce Management Reporting & System Support Analyst Resume Examples & Samples
- New Hire Set-up and team reassignment in Exony as needed - 5%
- Maintaining end users (level of access for each user, adds, deletes, active vs. inactive status, etc - 15%
- Front-end contact for research/review of system related issues prior to opening ticket to help desk - 5%
- Complete audit of users/parameter set-up for Exony (other systems as assigned if added as a call center/command center tool) - 15%
- Establish Holiday calendar for all clients and audit/complete Holiday build in Exony to ensure calls are routed to Holiday message when appropriate - 5%
- Create custom reports in Exony as needed/requested - 10%
- Completes assigned daily/monthly call center reports - 25%
- Work closely with Data Warehouse to fully utilize its reporting capabilities - 10%
- Training on Exony and other applications - 5%
- Assists with Call Center related projects as needed - 5%
- 1 year generating reports in Excel
- 3 years of experience in Contact Center/Command Center environment preferably with workforce management applications (i.e., eWorkforce Management, Blue Pumpkin, IEX) and reporting applications (i.e., Exony, Avaya, Cisco)
- Solid time management, organization and follow-up skills
138
Expense Management Reporting Resume Examples & Samples
- Analysing the general ledger and preparation of accrual and prepayment schedules for Index Licensing Fees
- Posting of jnl entries in Peoplesoft
- Account Reconciliations
- Data Enrichment (normalising data to ensure comprehensive reporting to a granular level of details for various expense lines)
- Preparing BCE Reports for COO's and extended teams in London and Singapore
- Posting BCE Reallocation Jnls in PSFT
- Follow up with COOs
- Liaising with Financial Application Management teams and onshore stakeholders
- Support the ELC Team in Pune/Raleigh/Singapore
- Support Month End Accounting processes for Non Comp Expense lines
- Client focus attitude
- Strong verbal and written communications abilities
- Experience supporting teams/partners remotely
- Strong analytical skills, numerically competent
139
Revenue Management Reporting Specialist Resume Examples & Samples
- Bachelor’s Degree (or internationally comparable degree) - Preferred
- Bachelor's Degree – Marketing, Industrial Engineering, Mathematics, Economics - Preferred
- Master’s Degree – Business Administration, Information Management - Preferred
- Experience demonstrating a basic knowledge of statistical terminology and understanding of statistical analysis – Preferred
- Experience using advanced Microsoft Excel functionalities (If Statements, Pivot Tables, and V Lookup etc.) – Preferred
- Experience using Microsoft Access - Preferred
- Experience using Microsoft SQL Server - Preferred
140
Manager, Management Reporting Resume Examples & Samples
- Provide insightful financial analysis with respect to consolidated results across multiple business units (including the key drivers of business performance) on budgets, outlooks, monthly and quarterly results, with specific emphasis on Income and Cash Flow Statements
- Prepare quarterly free cash flow and net cash flow analysis for reporting of large cash movements, including capital expenditures, investments, asset sales, acquisitions and divestitures
- Manage quarterly reconciliation of components of P&L, free cash flow and net cash flow across multiple business units
- Calculate and analyze dividends, interest, impact of foreign exchange rates, stock-based compensation, net income, earnings per share and cash flow
- Manage SOX compliance and audit controls for FP&A; serve as liaison with Internal Audit team and external auditors to ensure timely reporting, coordinate deliverables and walkthroughs
- Maintain an effective communication process with key stakeholders and Business Partners to ensure that budgets, outlooks and monthly/quarterly analyses are accurate, complete and timely
- Participate in the design, development and implementation of insightful analyses and materials for senior management/investor relations for quarterly press releases, earnings calls and Board of Directors presentations
- Develop and maintain standardized best practices regarding the reporting and analysis of business performance on a consolidated basis
- Act as liaison with business divisions to coordinate data submissions for financial reporting and net cash flow analysis; implement corporate initiatives, including changes in reporting requirements
- Support Financial Systems team with development and implementation of new systems or upgrade of existing applications as FP&A reporting requirements evolve
- Prepare ad-hoc analyses for the CFO, Deputy CFO, SVP/FP&A and other senior management team, as necessary
- Supervise one Senior Analyst
- Bachelor's degree in Accounting or Finance and 3-6 years of financial analysis experience
- Strong understanding of the flow of financial statements
- Understanding of GAAP principles, specifically those that affect free cash flow and net cash flow
- Management reporting experience
- Ability to derive analytical insights from multiple data sources. Must understand context and relevant KPIs
- Knowledge of Microsoft packages (advanced Excel Skills and PowerPoint)
- Strong writing, analytical and communication skills
- Ability to work within strict deadlines, in a group environment, and take initiative
- Comfortable interacting with all levels of senior management
- Experience in the publishing/television/media industry
- CPA or Chartered Accountant; Big 4 audit experience
- Experience working with companies that have a strong international focus
- Experience with Hyperion Financial Management (HFM) and Hyperion reports
141
Management Reporting Summer Student Resume Examples & Samples
- Works closely with the business segments and members of the Management Reporting team to prepare materials for monthly earnings meetings
- Assists Management Reporting team with compilation and review of the US GAAP Investor Supplement, MD&A, and other external financial deliverables
- Assists Management Reporting team with complex analysis and reporting for Voya management
- Establishes, modifies, documents, and implements accounting methods and control procedures
- Shares technical expertise with others. Recommends process improvements
- Additionally, the Management Reporting Summer Student will complete a special project involving the implementation and automation of validations and controls in our Quarterly Investor Supplement that is published on our website
- College coursework in Finance/Accounting
- Minimum 3.0 GPA
- Intermediate skills in Microsoft Excel, PowerPoint
- Attention to detail and a commitment to producing an accurate and timely work product
- Flexibility to learn on the fly and the ability to work in a team environment
- The ability to effectively communicate with peers as well as superiors
- Motivation to learn and a willingness to ask questions
- Positive disposition with a “Can Do” approach to the job
142
VP, Management Reporting & Analyses Resume Examples & Samples
- 10 to 15 years experience, primarily in the entertainment industry with experience in budgeting, forecasting and financial reporting and analysis
- Undergraduate degree in accounting or finance preferred
- MBA, CPA or equivalent preferred
- Excellent project management and organizational skills to ensure both internal Showtime reporting requirements as well as CBS Finance requirements are met in an accurate and timely manner
- Possess a thorough knowledge of the CBS organization and the industry in order to successfully lead Showtime’s financial planning process
- Strong understanding of the process flow within SNI and CBS
- Ability to build strong relationships to effectively interface with all SNI departments and CBS divisions
- Strong strategic, analytical and problem solving skills
- Excellent business judgment, interpersonal and communication skills
- Guide and motivate a team of financial professionals to achieve superior performance results
143
Senior Financial Analyst Capital Management Reporting Resume Examples & Samples
- Be responsible for consolidating the reporting related to the various lines of business covering a holistic view of their products and exposures, regulatory capital, capital return metrics, and financial analysis
- Provide subject matter expertise and reporting on drivers of capital and trends on a monthly basis
- Learn the various capital regimes that Bank of America operates within and components that drive RWA and Supplemental Leverage
- Work closely with business partners and finance to resolve capital questions and communicate capital usage
- Develop the line of business capital forecast utilizing product knowledge, awareness of economic and customer behavior trends, and close partnership with the lines of business
- Estimate the capital utilization for initiatives and products and assist the businesses in assessing the impact on return metrics
- Liaise between the business and internal ECLM resources on optimizing structures for appropriate return metrics
- Bachelor’s degree (accounting/finance preferred)
- Intermediate SQL knowledge (joins, data manipulation)
- Advanced Excel skills (v look ups, pivot tables)
- 2+ year’s financial planning, analysis and reporting experience
- Knowledge of eLedger
- Familiarity with capital rules
144
Management Reporting Lead Resume Examples & Samples
- Develop and supply management reporting that combines financial, staffing and progress dimensions for an E2E view of projects, programmes and portfolios
- Lead the design and implementation of a model for allocating cost to projects in close cooperation with finance
- Drive automation and continuous improvement of management reporting content, processes and systems
- Cooperate with portfolio partners, project managers and coordinators to assure quality and consistency in input data
- In doing this, you will be part of setting the Management Information agenda for Maersk Transport & Logistics IT
145
Business Analytics & Management Reporting Summer Student Resume Examples & Samples
- Provide support for detailed data analytics attainment for business initiatives
- Review business resource data and complete reasonability analysis of data and methodology
- Support business reporting requests and research
- Incoming sophomores to incoming juniors
- Business Administration – Finance & Accounting Majors
- Minimum 3.0 GPA requirement
- Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage
146
Risk Management Reporting Expert Resume Examples & Samples
- Strong analytical skills where one can look at and understand large sets of data and utilize the information found in that data to identify problems or resolve issues
- Comfortable looking at the details of the data yet able to understand the bigger picture and where this data fits in the larger strategic solution
- Strong background in systems design and integration along with the ability to propose and deliver automated solutions to existing manual processes
- Excellent analytical skills both on re-engineering existing business processes and redesigning data flows
- Ability to work with business and technology to design, execute, test and deploy technology solutions
- Provide project management support and report issues, status and resolutions to core program team
- Ability to write business requirement documents for technology with sufficient depth and clarity for developers to act on requirements
- Participate in user testing and quality assurance as well as be responsible for the transition from a manual to automated systemic solution and ensure continuity between quarterly submissions
- Strong understanding of financial and risk reporting and prior regulatory reporting experience desired
- Team player with good communication skills, written/verbal skills and ability to work with both small and large teams
- Collaborative work style and ability to work with a variety of people/functional areas resulting in high quality and timely deliverables
- Strong organizational skill with ability to track, plan, monitor, and report on multiple projects and issues as well as attention to detail around each of these abilities
- Highly motivated and self-driven with the ability to multi-task productively and to work independently as well as collaboratively
- SQL, SAS knowledge are desirable
- Citibank specific knowledge in products and systems are desirable
- At least 5 years of banking experience is required
147
Head of Project Management & Reporting Resume Examples & Samples
- Lead the development and implementation of Medical Operations strategic objectives, operational and project budget reviews, resource management and allocation, to maximize utilization and business impact
- Manage and mentor an International team of Program Leaders, Program Managers and Program Specialists to establish and execute on project timelines and strategies to timely completion, drive prioritization of projects across the Diabetes and CV portfolios, and ensure consistency of processes across the organization
- Lead development of project timelines to ensure stretch/realistic objectives, drive project and action item completion, and ensure activities represent value added deliverables
- Champion transversal workstreams across the organization (and BUs where applicable) to improve processes and systems and meet compliance obligations
- Lead conduct of project risk analyses, development of mitigation strategies and tracking of leading/early indicators of project risk
- Work with the teams to execute on allocated budgets as well as potential challenges in order to address priority deliverables and Key Performance Indicators (KPIs)
- Partner with Global Medical Heads and Regional Medical Heads to establish and execute on integrated Medical Affairs Plans (iMAPS) and Long Range Plans, with associated budgets
- Drive prioritization of projects across the portfolio to ensure aligned allocation of resources
- Close strategic collaboration with senior DCV BU commercial positions
- Deputize for Head of DCV Global and US Medical Operations
- Bachelor’s degree required; Pharm D, Pharmacist, or PhD preferred
- MBA preferred (or equivalent work experience)
- A minimum of 10 years of experience in Project Direction/Project Leadership or Project Management in clinical or medical affairs
- Functional Expertise and broad knowledge of all areas of pharmaceutical business and Federal Regulations pertaining to pharmaceutical industry
- Strong ability to evaluate and communicate goals and vision of department
- Ability to collaborate and partner with key stakeholders to ensure value added activities / prioritization / and strategic value
- Demonstrated conflict management skills and ability to make strategic decision making capabilities
- Strong and demonstrated strategic thinking and leadership
- Strong team leadership skills with experience in building high performing teams
148
Corporate Financial Planning & Analysis Management Reporting Professional Resume Examples & Samples
- Supporting the Global Head of Corporate FP&A
- Experience in managing junior staff providing coaching, training and guidance
- Experience in providing Senior Management with Management or Strategic Reporting
- Experience in Performance Reporting and CCAR an advantage
- Led key new initiatives and delivered projects on time
- Excellent communication and reasoning skills
- Desire to continue to learn and motivated to invest in him/herself and team
- Excellence in Excel, Powerpoint and other presentation/analysis applications
- Excellent team player and focused individual
149
Consulting Finance Management Reporting Resume Examples & Samples
- 3-5 years in a professional services environment preferred
- Prior FP&A experience a plus
- Ability to diagnose operational and financial drivers of performance results
- Ability to see the ‘big picture’ and apply a strategic perspective
- Strong slide design and storyboarding skills for ‘telling stories with data’
- Ability to structure work and analyses and develop executive-ready deliverables
- Ability to work with a variety of stakeholders to implement change
- Comfortable multi-tasking in a fast-paced, results-oriented work environment
- Ability to work well on a virtual team
- Strong verbal communication skills and executive presence
- Advanced skills in Microsoft Office, particularly Excel and PowerPointrequired
- Proficiency with SAP financial systems and Tableau (optional but preferred)
150
Decision Support & Management Reporting Lead-melbourne Resume Examples & Samples
- 30% Management Reporting and Decision Support
- Demonstrate strong financial management skills to gather financial data, evaluate and analyze financial statements. Keeps pace with changing relevant regulations, standards, and business factors that may impact financial performance. Review existing reports to optimize, standardize, and define the new reports which will measure business performance
- Ensure timely and accurate financial and management reporting and analysis of business performance (KPIs, Metrics) Partner effectively with group/business FP&A for reporting and data needs, defining which performance indicators will be needed to explain/measure business performance and the frequency – design and deliver the reports with the right level of analysis
- Partner with CBS Finance to identify opportunities to leverage the use of shared services for execution
- Ensure optimization and standardization of management reporting across the country(s)
- Understand legacy systems and develop a strong management information system/process
- Hold self and team accountable for delivering results, and leads in the continuous improvement of management reporting across teams
- Champions efforts to ensure controls and compliance measures are in place for all reported financial information
- Partner with FP&A, A&F leaders, and CBS Finance to prepare corporate budgeting and monitoring, including control of expenses
- Respond to ad-hoc requests from FP&A, enterprise, and business
- Play a key role in Business IBP process as a Reconciliation Review facilitator so that Business can have their reliable 2 years financial plans
- Prepare Business budget in collaboration with Business FP&A
- 20% Business Partnership
- Provide ongoing financial expertise and information to the leadership team and other business teams
- Work closely with the A&F Leader, other A&F Leadership team members, Finance COEs and the FP&A team to achieve finance objectives
- Provide leadership and partner with other functional teams to establish the ongoing development of financial/management reporting that support the business decisions and strategic goals
- 25% Change Leadership, through Process Optimization and Technology Driven Decision Making
- Manage, develop and coach direct reports to ensure a high performing team
- Capable of initiating change, empowering team and driving results
- Identify talent and champion development opportunities reflective of the business needs, succession plans and growth objectives
- Bring the outside in and seek to operate at the top of the profession
- Collaborate with other Finance & Business leaders
- Lead team through change by identifying and implementing process simplification, standardization and improvement while proactively pursuing shared services optimization
- Provide thought leadership on technology needs for management reporting. Skilled at leveraging financial and business systems to monitor business activities and aid in decision making
- 25% Choose and Develop Talent
- Identify, develop and coach direct reports to ensure we have high performing teams
- Develop sustainable training program for execution of various financial risk management and control processes and ensure team is well trained
- Empower team to initiate change and drive results
- Create a culture of intellectual curiosity and continuous learning to meet individual development goals
- Bachelor’s degree in Finance or Accounting
- Minimum 10 years of accounting or finance experience
- Broad/diverse commercial knowledge with understanding of how all areas come together and operate as a business
- Proven accounting/finance leader with strong analytical skills
- Highly effective people leadership skills which motivates for high performance
- Demonstrated change agility
- Experience leveraging financial and business systems to monitor business activities and aid in decision making
- Demonstrated commitment to Internal Controls
- Ability to communicate, influence and build trust across multiple stakeholder groups
- Demonstrated flexibility and ability to deal with ambiguity
151
PBG Business Management Reporting Resume Examples & Samples
- Work collaboratively with key stakeholders and end-users (e.g. Product, Finance, IT, and field management) to understand and define business performance metrics. Ensure all metrics are properly integrated into end-user reporting solutions
- Conceptualize and create comprehensive set of metrics and insights for PBG Departments (Sales, Product, Finance, Marketing, etc.)
- Produce on-going and ad-hoc reporting and analysis to support sales organization in understanding the growth and performance of the business and identifying potential performance improvement opportunities
- Utilize multiple software systems to aggregate, validate and analyze large quantities of data
- Serve as liaison between reporting team and technical systems teams
- Collaborate with Technology on short-term and multi-month IT projects that include writing business requirements, UAT testing, implementation and end-user communication
- Point of contact for PBG Home Office and PBG Sales field on reporting tools
- Provide on-going review on efficacy of all reporting solutions. Validate, troubleshoot and resolve end-user issues with systems and reporting tools
- Minimum of 2-5 years of experience in reporting and data analysis
- Proven people and project management skills
- Advanced MS Excel (VBA), Access and PowerPoint skills
- Analytical background with strong technical and problem solving skills
- Detail-oriented yet able to focus on the bigger-picture business unit objectives
- Capable of handling complex problems independently on a daily basis
- Ability to address critical issues independently and escalate to management when appropriate
- Excellent verbal and written communication skills and proven ability to interact with multiple levels of the organization from senior leadership and field representatives
- General working knowledge of the financial services industry and knowledge of banking and lending
- Experience with reporting and database technologies such as SAS, SQL, Tableau, SAP Business Objects
152
Management Reporting Controller Resume Examples & Samples
- Month-end close related activities (e.g. structure maintenance, provisioning)
- Monthly expense reporting
- Legal entity reporting
- Performance reporting (e.g. return metrics calculations)
- Ad-hoc analytics
- Strong communication skills - able to deal effectively across functions and levels
- Good team skills - ability to work effectively with colleagues to meet a common goal
153
Senior Analyst, Data Management Reporting Resume Examples & Samples
- Maintain reliability of databases by developing and implementing standards and/or process for database maintenance, documentation and configuration
- Query, manage and organize large data sets and applying quantitative reasoning to complex problems
- Present findings, and translate the data into an understandable document
- Develop reports using Power Pivot, Power Bi, Tableau or other industry tools as well as concepts around dashboard design for information delivery
- A four-year college degree in Information Technology, Business Analytics or equivalent experience/training
- Prior work experience (3-5 years) in administration and development, scripting, performance tuning and optimization of databases and reports
- Be able to work with large amounts of airline data including sources such as DDS, flown revenue, and MIDT
- Must be able to see through the data and analyze it to find conclusions
- Proven ability to write and speak clearly, easily communicating complex ideas
- Must be able to look at the numbers, trends, and data and come to new conclusions based on the findings
- Skilled at staying vigilant in analysis to come to correct conclusions
- Proven math skills to work with complex forecasting and estimation models
- Prior work experience with MS Power Bi, SQL, Teradata, Tableau and power-pivot
- Excellent interpersonal, written and verbal communication skills and ability to negotiate and communicate proficiently with all levels of management
- Superior organization skills with ability to prioritize and manage multiple tasks effectively
- Environment requires the ability to work in a fast-paced office where daily challenges occur and volumes can be heavy
- Demonstrated success working with minimal supervision
- High performance orientation
- Sense of urgency about work, constantly striving to reach new levels of performance
- Preferred knowledge of airline economics and reporting
- Preferred experience with relevant data sources including: DDS, MIDT, TCN and Flown
154
VP-global Consumer Risk Management Reporting & Analysis Resume Examples & Samples
- Prepare monthly/quarterly risk reports and provide insightful analysis covering the GCB business using internal Citi applications and standard software packages (Excel, Access, and PowerPoint)
- Partner with Global Consumer Risk Seniors to design and develop new Risk reports to meet the evolving needs of risk management and regulators
- Coordinate and prepare Global Consumer Risk internal review materials for the board/regulators/executive committees
- Identify opportunities to enhance data analytical capability
- 6-8 years’ experience in the financial services industry
- At least 3+ years of relevant work experience in Consumer Banking Risk management and analysis
- Advanced knowledge and hands on experience of commonly used tools Microsoft Office (Word, Excel, PowerPoint, and Access). Experience in manipulating/analyzing complex and voluminous data using SAS/SQL is a plus
- Ability to work with all levels within the organization and across geography to drive projects to completion
- Team Player, independent/structured thinker and proactive problem solver, can work independently with minimal supervision
- Highly motivated with the ability to multi task productively
155
Director, Management Reporting Resume Examples & Samples
- Manage and develop a team of 3-4 analysts of varying seniority - managing workflow in a complex and demanding organization. Build a high performing team of data insights analysts, data analysts, BI/reporting analysts, and analytics resources
- Develop and deliver the consistent accurate reliable metrics to help the organization with faster decision making
- Work closely with various stakeholders, within CFO org and the company and translate data into actionable insight that strives towards company KPIs
- Champion the ongoing innovation in how deliver the financial data to our business partners
- Own the the delivery of all regular daily, weekly and monthly reporting whilst supporting frequent and varied ad-hoc requests from the business
- Support board reporting for CFO and corporate team
- Business Requirements: Be the point person on behalf of the finance organization to ensure IT and Data warehouse team understand key our requirements
- Ensure the success of Data Warehouse project led by IT Organization
- Establish a robust analytics vision including an implementation plan to enable fast strategic insights for key stakeholders
- Build an analytics center of excellence for transforming data into insights and create understanding throughout the CFO organization and the company on how to leverage this asset
- Create strong relationships with key business leaders and win their trust by delivering insights that will help them achieve their business goals
- Develop business requirements, operational processes and procedures to deliver reporting, analytics, data exploration and insights
- Have a high sense of urgency to deliver projects and insights as well as remove roadblocks to make on time delivery dates
- Build and maintain a high performing team that develop through stretching targets and coaching / feedback. Foster and promote collaborative team-working. Maintain a training & development plan
156
Senior Business Planning Analysis Surg Management Reporting Resume Examples & Samples
- Prepare and consolidate all relevant reports and presentations for monthly, quarterly, and annual reporting of sales and P&L results
- Provide “best-in-class” support for our Corporate Accounts/ Hospital sales team in reporting, deal evaluation, and any other necessary support
- Provide “best-in-class” support for all other functions within US Surgical including Sales, Marketing, Training, Sales Operations, and Financial Reporting & Accounting
- Provide, if needed, key financial support business development deals and ad-hoc projects
- Perform accounting duties for month-end closing process
- Identify and drive improvements in our current forecasting processes and reporting systems
- Ensure all Standard Operating Procedures (SOPs) are up-to-date and accurate
157
Senior Analyst, Management Reporting Resume Examples & Samples
- Minimum of a Bachelor’s degree from an accredited college or university in Business, Finance or other related field, or an equivalent combination of education and/or experience
- Minimum of five (5) years of previous operational & financial analysis, planning & project management experience
- Minimum of two (2) years of previous experience within the healthcare industry supporting operational departments
- Experience with Excel (advanced modeling, PivotTables, Power BI), SQL (Microsoft, Oracle) or similar databases, PowerPoint, and statistical and graphing applications (e.g. Think-Cell)
- Master’s degree in Health Administration, Public Health or Business Administration, or equivalent combination of education and experience
158
Management Reporting, Senior Associate Resume Examples & Samples
- Assist in the development and preparation of insightful quarterly earnings reporting package to support I&AG’s business unit finance and senior management decision making and execution
- Monitor and analyze source of earnings and develop key messages around business performance
- Coordinate and/or prepare ad-hoc reports and analysis to assist queries requested by management
- Enhance business processes and help develop systematic solutions to management reporting
- Supervise a rotational analyst
- Bachelor's degree in Finance, Accounting, Economics or Mathematics; MBA a plus
- Minimum of 4 - 7 years in management reporting, planning and analysis or related fields
- Familiarity with insurance businesses a plus
- Advanced Microsoft Excel and PowerPoint skills; SAP knowledge a plus
- Proficiency in financial modeling, reporting and analysis
- Familiarity with multiple technologies and business analysis tools a plus
- Articulate with excellent verbal and written communication skills
- Team player with a strong sense of ownership for said responsibilities
159
Manager, Management Reporting Resume Examples & Samples
- Lead a team of FP&A analysts
- Leadership of the monthly close process across the FP&A team
- Consolidate company P&Ls to communicate to CFO and other executives
- Efficient execution of month-end and quarterly reporting packages
- Co-owner of business system used to consolidate and report on financial results
- Develop and report financial metrics core to measuring operating performance; and
- Generate insight into current business trends for senior executives
- 5+ years of finance or accounting experience
- Proficient in financial reporting and analysis
- Competency in managing people
- Able to lead peers through an efficient and well organized process
- Strong communicator capable of visualizing operating results
- Self-motivated and comfortable in fast-paced, dynamic environment
- Advanced MS Excel and data analysis skills and willingness to learn Tableau; and
- Bachelor’s degree in finance, business, economics or related field
160
Specialist IS Architect Finance to Manage Financial Planning & Management Reporting Resume Examples & Samples
- Strong service management mindset in delivering services against business capabilities across General Accounting/Tax/Treasury/Internal Controls/Enterprise Risk and Internal Control/Business Continuity, Financial Planning and Management Reporting (FP&A) using retail and wholesale services
- Experience with EPM systems including Oracle Hyperion (DRM, Planning, Essbase, ASO/BSO Cube, FDMEE) preferred
- Experience with reporting solutions including Enterprise Data Warehouse (EDW) and reporting tools (i.e. BOBJ, Cognos, Tableau) preferred
- Strong ability to work in global environment with matrixed IS and business teams serving North America, JAPAC and Intercontinental regions
- Ability to leverage his/her experience in delivering and supporting global information systems in a diverse and distributed user base while relying on a number of enterprise shared services
- Strong organizational skills and understanding of the project management lifecycle
161
Learning Management Reporting Specialist Resume Examples & Samples
- Extract data from various sources, including applications like SuccessFactors LMS, SAP and Sharp
- Run regular scheduled reports as well as on-demand reports using the standard reporting tools in SuccessFactors LMS
- Present relevant data and trends in a clear and concise reports / dashboards
- Write and maintain processes related to delivery of SuccessFactors LMS standard reporting
- Develop, maintain, and continuously improve reporting processes
- Research, review and analyze the effectiveness and efficiency of report procedures and systems and develop strategies for enhancing or leveraging these processes and systems
- Contributes to an environment that is passionate about simplification, and seeks ways to make the user experience better, and the process and service simpler and more cost effective
- Relationship
- Builds strong relationship within the Global Learning Management Team, across the MBS HTR delivery organization and with Program Owners/vendors as required to support them with the required reports
- Strong technical skills including the ability to merge data from various sources, write formulas to summarize the data, translate the data into user-friendly reports and data mine for necessary drill-down requirements
- Excellent communication, organizational, problem-solving, and multi-tasking skills. Must be able to operate effectively in a constantly changing environment and use initiative and personal resourcefulness to proactively manage contingency or ‘emergency’ situations
- Ability to work in a multi-ethnic/multi-cultural environment
162
Associate, Management Reporting Resume Examples & Samples
- Perform month-end activities for a specified business unit and/or regional entity
- Provide accurate & clean commentaries for respective functions
- Provide Flash numbers to Senior Management/Group before finalising the final number for the month
- Coordinating with Regional finance team to arrange the rectification entries in Ledger to ensure the accurate reporting
- Coordinating with Business Managers to seek clarification around unusual & big ticket items
- Provide P&L (Direct Cost) analysis at various levels with commentary
- Monitoring numbers in reporting system on specified WD to ensure that any anomalies can be addressed on time
- Updating the hierarchy in monthly reports/packs/templates
- Supporting business partners in resolving the adhoc queries
- Coordination within a specified business/region for accruals inputs, month-end reports or adhoc queries
- Analyse Balance sheet and comment to MoM / QoQ /YoY variances
- Responsible to identify potential area of improvement and to implement automations/simplified process
- Prepare/update the Standard Operating Procedure for respective processes
- Provide necessary support in Budget & Forecast Exercise for a specified business unit and/or regional entity
- Gathering inputs from within a specified business
- CA / ICWA / MBA
- Strong command over the commentary writing skills
- Experience in coordinating with multiple teams to deliver business requirements
- Experience of accounting software applications
163
VP, Management Reporting Resume Examples & Samples
- Produce Management Information to drive better decision making and enhanced performance & assist in the delivery of end to end processes in compliance with Group guidelines
- Provide support in the Budget and Forecast exercise & drive and support the finance change agenda
- Provide accurate & quality analysis on consolidated results (Flash Reporting, Rolling forecast, Board Pack etc. - monthly, quarterly, half yearly and annually)
- Support execution of annual, monthly and quarterly budget and forecast cycles
- Provide data analysis and commentary on financial records for management information and reporting
- Trial Balance Review, Cost Projections, flash including detailed analytics, Weekly Reporting and support
- Drive/support strategic projects including Finance Change activities – Global & Local
- Prepare control framework and monitor internal control reports
- Oversee adherence to policies and procedures to manage exposure to financial and operational risks
- Support business developments and initiatives including Hierarchy changes, Systems testing, Policies and procedures and Management adjustments to support reporting views
- MBA or CA/ICWA from reputed institute with Minimum 8-10 years experience in a Financial Services environment, preferably FP&A, understanding of P&L, Balance sheet and ratios
- Knowledge of the Group’s business franchises and systems an advantage ((Khalix, INEA, Hyperion etc)
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Risk Position Management & Reporting Lead Resume Examples & Samples
- 50% - Project Leader Role - Lead implementation of system and process deployment for primary functional area. Responsibilities include: completing business readiness activities in preparation for formal project execution, documenting business specific knowledge and gathering business requirements, validating system configuration and processes meet business needs, accessing and building non-system enabled business processes, ensuring functionality is appropriately tested and trained, and the business is successfully stabilized with the new systems. Ensures consistent implementation of system configuration and processes throughout the organization that are reviewed and approved by Process Sponsors
- 20% - CCE - Support CCE Lead with execution of change plan; promote process change in organization. Additionally the role requires leadership execution for Resource Identification and Management – e.g. Support Process Sponsors, Process & Continuous Improvement Manager and HR in identification and staffing of Subject Matter Experts and Super User Network, Direct project management responsibility for Super User Network, onboarding, task allocation, day-to-day work direction, goal setting, one-on-one discussions, and support, Support Super Users’ Manager in Performance Management and Year-End reviews. Identify and lead optimization activities related to Raw Material Purchasing and Risk Position Management, collaborating with subject matter experts and super users across the business
- 15% - Project Planning & Control - Regularly measures and monitors project progress to identify variances from the plan and make needed corrections for implementation. Contains and resolves issues within the project that do not require Project Sponsor attention. Defines deployment objectives and scope utilizing expert knowledge of project management practices and procedures. Develops the Integrated Project Plan. Ensure organizational readiness and commitment to ongoing enhancements, optimization and value realization acitivites
- 15% - Support Value Realization Activities: Lead efforts in collaboration with the BIM and Process Sponsors which deliver value from system (people, process, data, and technology) improvements. Implement, maintain and communicate metrics to track solution stabilization and value captured through optimization initiatives
- 5 or more commodity trading and risk management experience
- 7 or more years of financial risk experience in a leadership position. Strong accounting experience related to raw material purchasing and very good technical knowledge and broad experience working with commodity position management, forex position, counterparty risk, and credit risk structures
- Experience working in the SAP solution
- Strong learning agility to understand new derivative products, trading strategies and business model
- Understanding of transfer pricing regulations in respect of trading businesses
- Ability to travel up to 50% of the time
- Previous experience leading project work in large scale projects and change management initiatives
- Strong analytical skills; capable of breaking down complex issues and identifying key drivers; can identify cross process upstream and downstream impacts
- Bachelor’s Degree in commodity trading and/or risk management
- 10 or more years of financial risk experience in a leadership position. Strong accounting experience related to raw material purchasing and very good technical knowledge and broad experience working with commodity position management, forex position, counterparty risk, and credit risk structures
- Experience with ERP systems (i.e, AS400 and iSeries)
- Knowledge of SSNA product line value chains and work processes
165
Head of Product Pricing & Data Management & Reporting Assurance Resume Examples & Samples
- The role holder will develop and manage senior stakeholder relationships with our Counterparts in Mumbai, Front Office, Middle Office, Build-the-Bank, Run-the-Bank, GI&S, Risk & Control, Compliance and Change: All Barclays colleagues have to ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards
- The reporting assurance team will be an integral part of the wider Operations team across BUK COO, the implementation of strategic and regulatory aspects of the role are either defined by the regulation and / or the execution of the strategic initiative but all are expected to have a long term impact in terms of how the Wealth and Investment Business operates
- The role holder will ensure that all processes have appropriate and consistent measures in place as well as quality indicators which will evolve in line with the Business. Productivity measures and benchmarks will need to be put in place, maintained and improved upon. BAU work is effective with SLA and quality targets achieved across all platforms within the current UK Wealth Architecture
- Direct management of operations colleagues including all aspects of recruitment, development and retention
- Stakeholder management will be at senior levels up to and including Executive Committee which will require in depth knowledge of the topic of discussion, the wider strategic deliverables of the Business as well as the confidence to articulate a point of view succinctly but also challenge where needed. The ability to craft and articulate governance packs is essential e.g., SLAs, client impacting issues and corresponding impact on risk frameworks such as ERMF
- Decision making and problem solving skills will be focused on the ability to address challenges presented by strategic and regulatory initiatives that impact the Operations TOM and ability to input operational knowledge into changes to product, service and coverage
- Leadership of operational key business initiatives and projects. Recent and ongoing examples include the development of supporting infrastructure for regulatory change e.g., MIFID II, assessing new product/servicing needs and changes to operational process as a result of business change
- The role will require a strong controls focus – the role holder will have experience in managing regulated products
- Collaborate with peers in other Business Units, create new relationships and build on existing relationships
- Skilled negotiator and communicator with the ability to traverse the organisation and deliver through influence
- Both a Leader of People and a Functional Manager delivering operational change across Barclays
- The role holder will continue to focus on automating, simplifying and integrating products and systems in order to sustain efficiency and regulatory compliance across Wealth Operations and O&T
- They will have the ability to proactively understand customers and colleagues and proactively anticipate their feedback and needs and partner with them to deliver a transparent service
- Creates plans towards achieving the goals of Wealth Operations
166
Director, Management Reporting & Analysis Resume Examples & Samples
- Coordinate and ensure complete, accurate and timely delivery of regional MIS presentation packages
- Responsible for the maintenance of key performance indicators (KPIs)
- Functional expense reporting and analysis for Asia
- Communication with different country Business Units to ensure compliance with current accounting guidance and policies
- Assist quality business review, budgeting process, planning and analysis
- Assist in business presentations for management meetings
- Support ad hoc projects as assigned
- Degree holder in Business, Accounting, Finance or related disciplines
- Professional accounting or investment qualification, with six to eight years’ experience financial and management reporting
- Knowledge in Asset Management, Wealth Management or Financial Service Industry
- Extensive experience in cross-departmental project management, with strong organizational skills and the ability to multi-tasking
- Strong interpersonal and communication skills to deal with various internal and external parties
- Strong analytical and technical skills, with attention to detail
- Essbase (or similar reporting/analytics tools) experience a must
- Excellent Powerpoint and Excel a must
167
Emergency Response Information Management & Reporting Officer Resume Examples & Samples
- Capacity to work in stressful conditions
- Flexibility and adaptability to shifting conditions and work demands
- Capacity to communicate effectively and work collaboratively with RO and CO colleagues and external partners
- High level of Integrity and commitment to UNICEF’s mission and professional values
- Analytical and conceptual ability, negotiating, communication and advocacy skills
168
Manager, Management Reporting & Analysis Resume Examples & Samples
- Prepare financial reports outlining key variances of the financial statements and key business statistics
- Partner with finance and business colleagues to proactively understand the performance of each business segment within the period
- Perform analytical review on actual results against forecast, budget and historical performance
- Identify opportunities for process simplification and automation
- Perform other reporting or financial closing responsibilities as needed
169
Institutional Securities Group Management Reporting Resume Examples & Samples
- Excellent working knowledge of Excel; ability to analyse and model data
- Outstanding attention to detail; Strong and confident communication skills; Strong organisational skills; ability to work to tight deadlines
- Knowledge of legal entity reporting; understanding of financial markets, balance sheet, capital, liquidity; familiarity with regulatory frameworks
- Ability and willingness to adapt to new challenges in a dynamic environment with shifting priorities
- Ability to communicate across all levels, including senior management
170
Risk Management Reporting Expert Resume Examples & Samples
- Make sure that the Comprehensive Capital Analysis Review (CCAR) submission is complete, correct and timely delivered
- Support ad-hoc data analysis and system process flow analysis to identify issues and propose system design solutions
- Support for downstream processes such as the stress testing, loan loss and other risk related processes
- Perform data reconciliation between risk and finance systems
- Opportunity to work with the Business and Technology teams to design, test and deploy technology solutions
- Write business and reporting requirements
- Participate in user testing and quality assurance
- Support Manager with strategic projects, IMR and MRIA related initiatives
- Active participation in FED Exams and Internal Audits
- Create workflow based on business needs
- Knowledge of Banking Products
- Knowledge of Regulatory Risk Reporting framework
- Knowledge of the standard computer tools, in particular, strong proficiency in Microsoft Excel and Access
- Very good knowledge of English
- Data analysis and problem solving skills
- Excellent people skills: ability to interact successfully with regulators, business partners and technology teams
- A high competency level with MS Access/Excel
- Strong proficiency in PowerPoint, Visio and SQL
- University degree in economic area
- At least 5 years of relevant professional experience, performing similar tasks in a bank or in a financial institution
- Strong understanding of financial, risk reporting and prior regulatory reporting experience
171
Performance Management & Reporting Lead Resume Examples & Samples
- Minimum 4 years PL/SCL and Oracle query experience
- Minimum 6 years incentive compensation administration experience
- Minimum 6 years sales analysis and reporting experience
- Minimum 6 years of experience working within the banking industry
- Minimum 3 years in leading others
- Bachelor's degree preferred in Business, Finance, or Accounting
- This is a "hands-on" position requiring excellent verbal and written communication, analytical, and project management skills
- Must have in-depth knowledge in computer software and related financial software for data manipulation, reporting and simple applications, (e.g., macros)
- Ability to develop / run queries, create reports / presentations and provide system analysis
- Must have the ability to assess data from multiple sources and transform the data into a useable and meaningful form
- Must possess a good understanding of bank products and services
- High level of experiences using Microsoft Excel, Access or equivalent tools Prior hands-on experience in using BRIO or Business Objects report queries a plus
- Experience in PL/SQL and Oracle queries and analysis is a plus
172
Credit Portfolio Management Reporting & Governance Manager Resume Examples & Samples
- Reports logic documentation, develops and maintains validation/ reconciliation controls, and evaluates data sources
- Provides production oversight for CPM reporting using SharePoint and will compile and deliver final committee governance materials and documentation to the regulators on a periodic basis
- Provides coordination and support for the identification and ongoing documentation of top, known, and emerging credit risk
- Manages oversight of CPM strategic planning and deliverables
- Provides coordination support for CPM's budget preparation, tracking, and analysis processes with Finance, as needed
- Demonstrated ability to set priorities, organize workflow and manage multiple tasks concurrently
- Understanding of model development and validation, data and reporting management skills
- Knowledge of credit systems
- Ability and willingness to take initiative, assume accountability and drive for results
- Must be able to exercise good judgment, employ reasoning skills, exert positive influence and work independently
173
Management Reporting Resume Examples & Samples
- Develop strategies for process improvement starting with idea generation and ending with implementation
- Drive efficiency through use of new tools and process improvement
- Assist the head of management reporting in developing governance framework for the function within the Financial Services Organization (FSO)
- Set standards for control of management reporting data and actual production of reports
- Develop and track metrics that measure improvement of the function over time
- Bachelor's degree in Finance, Accounting, Economics or Mathematics; MBA a plus
- Minimum of 10+ years in management reporting, planning and analysis or related fields
- Familiarity with insurance products and business a plus
- Proficiency in financial modeling, reporting and analysis
- Working knowledge of data visualization tools (Qlikview, Wdesk, etc.)
- Articulate with excellent verbal and written communication skills
- Team player with a strong sense of ownership for said responsibilities
