Reporting & Analysis Resume Samples

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JS
J Stroman
Janiya
Stroman
390 Miller Parkways
San Francisco
CA
+1 (555) 283 9018
390 Miller Parkways
San Francisco
CA
Phone
p +1 (555) 283 9018
Experience Experience
Dallas, TX
Group Reporting & Analysis
Dallas, TX
Muller-Hackett
Dallas, TX
Group Reporting & Analysis
  • Identify and participate in efficiency and effectiveness improvements via continuous process improvement, standardization and implementing system changes
  • To provide the necessary support to Finance Directors and Managers in achieving a high standard of financial information to various stakeholders
  • Escalate and provide guidance on issue resolution by working closely with Entity FDMs to various stakeholders, other PSC teams and various project teams
  • Participant in process improvement initiatives and support key initiatives in line with the process agenda
  • Provide necessary support to Entity FDMs in achieving a high standard of financial information to various stakeholders
  • Responsible for the submission of financial and management reports including the audit of statutory accounts for designated entities
  • Engage with the internal and external stakeholders for responsible entities
Chicago, IL
Liquidity & Treasury Reporting & Analysis Manager
Chicago, IL
Nienow Inc
Chicago, IL
Liquidity & Treasury Reporting & Analysis Manager
  • Providing oversight to the existing RDA&RR framework and ensure reporting is maintained through effective RDA&RR dashboard/portal management
  • Providing monthly RDA&RR/project management updates to senior management at the Liquidity and Treasury Reporting Review (LTRR) forum
  • Aligning the US RDA&RR framework to the existing Global RDA&RR framework
  • Working on critical initiatives to implement the RDA&RR framework for LTRA in the United States (US)
  • Measuring the effectiveness of processes through setting and maintaining Key Performance Indicators (KPIs)
  • Working with GT and Operations to ensure the RDA&RR remediation of identified gaps, in line with the Banks strategic architecture and vision
  • Performing ad-hoc analysis to support LTRA
present
New York, NY
Senior Analyst, Sales Reporting & Analysis
New York, NY
Emard Group
present
New York, NY
Senior Analyst, Sales Reporting & Analysis
present
  • Assist with the sales forecasting process, including projecting weekly Sony and competitive sales
  • Track promotions at accounts and make recommendations to labels and sales teams for SME artists and content
  • Manage album and track certification process with RIAA
  • Build and manage reports such as DMA-level sales / airplay / streaming reports, artist and account history reports
  • Maintain databases of historical sales data to assist in speedy analysis and forecasting
  • Forecasting and analysis related to launch of new albums, including DMA analysis, account-level analysis, and forecasting of initial selling window
  • Leverage social media platform such as Next Big Sound to analyze the impact of marketing events on social media and sales
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
University of San Francisco
Bachelor’s Degree in Finance
Skills Skills
  • Good analytical and problem solving skills with ability to analyze problems and use problem solving ability to ensure solutions are determined
  • High level of proficiency with data analysis software programs
  • The ability to translate operational risks into research questions that can be answered through quantitative and qualitative analysis
  • Ability to assign tasks and responsibilities to others in a fair and consistent manner; provides clear instruction and direction
  • Ability to manage priorities and focus on the key issues
  • Ability to manage workload and prioritize tasking
  • Strong communication skills with the ability to articulate, summarize, and present information clearly to audiences with different backgrounds and at different levels of the organization (specifically at senior level) and external stakeholders
  • Good interpersonal skills with ability to work as part of a global team
  • Highly collaborative, works with all stakeholders to deliver results and keep others informed
  • Approachable to both internal and external staff members
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15 Reporting & Analysis resume templates

1

Senior Analyst Balance Sheet Reporting & Analysis Resume Examples & Samples

  • Produce consolidated commentary and analysis to support external reporting and internal management reporting
  • Ensure consistent balance sheet accounting treatment across business lines and geographies
  • Proactive design and creation of effective and useful reporting templates
  • Streamlining of existing reporting and analysis processes
  • Coordinate the consolidation and / or prepare quarterly note disclosure submissions to Statutory & Regulatory Reporting group & External Auditors
  • Act as a back up for the daily/monthly Gross Adjusted Assets / Risk Weighted Assets process
  • Special projects as assigned by manager
  • Strong finance/accounting background – CA/CMA/MBA
  • Financial and management and/or risk reporting experience
  • Proficiency with computer applications, such as Microsoft Word, Excel and PowerPoint
2

AM Expense Reporting & Analysis Resume Examples & Samples

  • Proactively determine and document significant items impacting expense results by line, region, sub-division and cluster on a monthly, quarterly and annual basis, for communication to during the month end process
  • Manage and develop general ledger systems and databases that can be used to increase reporting and expense transparency
  • Prior experience working with globally dispersed teams, including outsourced support a significant plus
  • Strong understanding of general ledger operations, particularly as regards expenses
  • Strong accounting acumen particularly as regards expenses
  • Management Reporting and Financial Analysis experience
  • Ability to work on several initiatives at once and prioritize accordingly
  • Ability to own and manage projects from commencement to conclusion
  • Highly motivated and driven. Ability to work independently and in a team environment
  • Strong Excel knowledge and experience required, Access experience desired, Essbase, PeopleSoft, Business Objects, TM1 experience a plus
3

Manager P&L Reporting & Analysis Resume Examples & Samples

  • Supports the managing of the monthly consolidated Global P&L results and commentary to support senior management with their financial and strategic initiatives
  • Perform detailed P&L analytics, identify trends and draw conclusions to draft the monthly reporting to SRR
  • Manage and coordinate, globally, the monthly financial close processes ensuring accurate month end P&L results are reported. (Monthly est. NIAT of > $350MM)
  • Manage and coordinate quarterly P&CB P&L disclosures items including Quarterly Assurance Packages as well as other external reporting (including Investor Relations decks) based on knowledge of business and technical accounting knowledge
  • Manage platform tax closing process including review of the tax calculation, reconciliation. Act as point of contact and providing support to global controllers (CDA, Caribbean & US ) and Tax Group
  • Manage PCL process – point of contact with GRM to ensure ACL, PCL and Gross Impaired Loans are reported accurately
  • Work closely with P&CB Controllers, Head of Performance Management, Enterprise Technology, RBC Statutory & Regulatory Reporting by providing insightful P&L analysis and technical guidance
  • Establish controls and governance over the externally reported P&L lines to ensure proper accounts are used and consistency is maintained across the P& CB teams globally
  • Effectively manage and develop direct reports maintaining a high performing team
  • Conduct adhoc projects as directed by Senior Management
  • Accounting designation (CA, CPA, CMA) required
  • 3 years experience in an accounting/finance and reporting environment
  • Strong understanding of IFRS standards
  • Organization skills and ability of multi-tasking
  • Advanced user proficiency with computer applications, such as Microsoft Word, Excel and PowerPoint, spreadsheet/financial accounting skills, and any other related accounting software
4

Senior Analyst, Sales Reporting & Analysis Resume Examples & Samples

  • Reporting daily album/track sales, streams and preorders on current and upcoming label projects
  • Examples of regular responsibilities include
  • Build and manage reports such as DMA-level sales / airplay / streaming reports, artist and account history reports
  • Assist with the sales forecasting process, including projecting weekly Sony and competitive sales
  • Prepare Wednesday morning SoundScan reporting and analysis for labels and senior management, including label-specific reports, charts, market trends, and market share
  • Address ad hoc sales and marketing analysis requests from labels in a timely and accurate manner
  • Leverage social media platform such as Next Big Sound to analyze the impact of marketing events on social media and sales
  • Track promotions at accounts and make recommendations to labels and sales teams for SME artists and content
  • Utilize Nielsen Soundscan and Business Objects SMART to produce reports and analysis
  • Interact with IT to resolve technical issues and implement enhancements to sales reporting systems
  • Understand industry issues around digital and physical sales, industry trends, new business models, competitive landscape
  • Possess strong analytical and quantitative skills
  • Excel (priority)
  • Access (plus)
  • Powerpoint (plus)
  • VBA/SQL (plus)
  • Knowledge of Business Objects is preferred
  • Communicate effectively and confidently with label sales and executives, as well as account teams
  • Be organized and handle multiple projects simultaneously
5

Rcmo-market Risk RWA Reporting & Analysis Resume Examples & Samples

  • 6+ years experience in regulatory capital reporting, finance, risk management, or related field
  • Experience managing data quality remediation program
  • Experience documenting issues and producing data quality metrics
  • Experience partnering with technology, operate, and business to drive issue resolution
  • Experience in a product control, reporting or operations type role
  • Knowledge with MIS reporting standards and concepts
  • Knowledge of financial products, financial markets, market risk and credit risk methodologies such as VaR, economic capital, regulatory capital, etc
  • Ability to work well under pressure, tight deadlines and balance multiple priorities
  • Ability to manage, develop and influence people
6

VP, Reporting & Analysis Resume Examples & Samples

  • Formulate and execute an approach in the development of materials for senior management, regulatory and compliance level communication
  • Deliver timely and accurate content for both business segment and enterprise level reporting including HQ reporting and wing-to –wing process ownership where applicable
  • Establish & build relationships with business segment CCO's, Loss Mitigation and Finance Managers as well as key Operations contacts to facilitate understanding of portfolios, drivers and trends to enable action for loss mitigation and /or remediation
  • Develop a thorough understanding of portfolios and risk reporting processes including credit quality, delinquency, non-earnings, losses, reserves, capital allocation products and
  • Respond promptly and compose responses regarding portfolio risk inquiries and ensure reporting processes are repeatable, reliable and auditable
  • Administer the proper controls over access to and use of risk-related data to meet organizational objectives regarding data reporting consistency and compliance
  • Bachelor's Degree or High School Diploma/GED and 6+ years of Risk management or Finance experience
  • Experience in underwriting / risk portfolio reporting / finance reporting roles
  • Must be willing to travel up to 5%, if applicable
  • Detail oriented with a high commitment to execution
  • Ability to think strategically and drive changes for clarity and efficiency
  • Demonstrated capacity to maintain focus while handling numerous projects and priorities
  • Strong PowerPoint and excel skills
  • Ability to manage tight deadlines with a process focus
7

Investment Banking Expense Reporting & Analysis Resume Examples & Samples

  • Proactively determine and document significant items impacting expense results by line, region, sub-division and cluster on a monthly, quarterly and annual basis, for communication to COO's during the month end process
  • Meeting all regulatory and CS requirements and standards for the reporting and classification of NCE expenses, including the accuracy of all balance sheet accruals and prepayments at each month-end
  • Support expense efficiency initiatives and achievement of expense targets globally
8

Reporting & Analysis Coordinator Resume Examples & Samples

  • Business partner relationships
  • Develops team and Associates
  • Previous supervisory experience in Call Center Environment
  • Proficient in SQL and Access Database Development as well as all Microsoft Office Applications
9

Manager of Operations, Reporting & Analysis Resume Examples & Samples

  • Bachelor’s degree in Accounting, Finance or a relatable field
  • A minimum of five years of experience
  • Strong Excel skills – macro level a MUST
  • VBA experience a MUST
10

Commercial Bank Finance Reporting & Analysis Associate Resume Examples & Samples

  • Develop interactive reports and dashboards to deliver data in efficient ways that will help support strategic business decisions
  • Work with technology partners for testing, deployment and maintenance of dashboards and reports
  • Query, manage, manipulate and efficiently analyze large and complex data sets to help derive strategic and actionable recommendations
  • Fulfill adhoc requests for data, analytics and reporting
  • Strong skills with data visualization software QlikView or similar toolsets such as Tableau
  • SQL based querying ability to analyze large data sets
  • Advanced skills with MS Access and MS Excel (pivot tables and macros)
  • Experience with SQL Server business intelligence tools (including SSMS and SSRS), Cognos and Business Objects is preferred
  • Experience with relational data sets, data warehouses and data mining
  • Must be comfortable with frequently changing priorities and able to prioritize multiple deliverables appropriately
  • Strong written and verbal communication skills. Comfortable speaking and answering questions in small to mid-sized meetings and conference calls
  • Undergraduate or Master’s degree in finance, accounting, MIS, statistics, economics or related discipline
  • 5 years professional work experience, with 3 years in an analytical function
11

Financial Analyst Revenue Driver Reporting & Analysis Resume Examples & Samples

  • Research existing/new data sources and enhance existing analytical tool capabilities and work with data owners to obtain and resolve reporting issues
  • Design, build and maintain various results reporting models in Hyperion (Smartview) involving executive management and fully-loaded region/country P&L reports, and headcount reporting
  • Review and understand monthly reporting hierarchy changes in Hyperion and implement changes accordingly
  • Support production of monthly reports including updating and sending out variance templates to region counterparts and Finance Business Partners, and working with copy center to publish and distribute Executive Management Report
  • Communicate with various partners, including Corporate and President’s FP&A, region counterparts, Finance Business Partners, Accounting and External Reporting, and HR
  • Bachelor’s degree in accounting, finance, economics, or related quantitative field
  • 3 to 5 years of relevant financial analysis work experience
  • Ability to work with large amounts of data and organize in a logical and efficient manner
  • Advanced skills in MS Excel, MS Access, and Hyperion, and strong skills in Powerpoint
  • Accounting and analytical/analysis skills
  • Strong communication and written skills
12

Global Operations Division Management Commercial Reporting & Analysis Firmwide Operations Resume Examples & Samples

  • Tracking of Operations performance against key Balanced Scorecard metrics
  • The successful candidate will interact with senior management of the Division and the Firm on a regular basis, as well as the Financial Control Group
  • 3-5 years of work experience in a financial institution or financial segment of a business
  • Ability to form, execute and disband virtual teams
  • Communication and networking skills
  • Advanced proficiency with Excel and PowerPoint
  • Integrity and Flexibility
13

Analyst, Sales Reporting & Analysis Resume Examples & Samples

  • Minimum four years of experience in sales analysis, reporting, and/or finance
  • Experience in the music industry or other entertainment field strongly preferred
  • Advanced knowledge of all primary MS Office software
  • Have to a “customer service” mentality to ensure the needs of labels, accounts and senior management are met in a timely and satisfactory manner
14

Enterprise Initiatives Reporting & Analysis Manager Resume Examples & Samples

  • Develop, establish and run the required reporting and presentations for "Getting to Strong" programs and projects for Senior Leadership Team, Risk Committee/Board of Directors, and regulators
  • Develop and execute reporting processes and controls (e.g. reconciliations, edits checks, and change controls) to ensure completeness and accuracy of reporting and information provided to Senior Leadership, Board of Directors/Risk Committee, and regulators
  • Lead coordination and development of quarterly written progress report on program status provided to the Senior Leadership, Board of Directors/Risk Committee, and regulators
  • Lead and participate in reviews with senior management to assess progress
  • Lead enhancement of reporting and analytics to ensure appropriate monitoring & oversight of initiatives, including development of metrics and measures to maintain accountability on execution of deliverables
  • Design and oversee the processes and approach to capture, report, and escalate risk and issues within programs for “Getting to Strong”
  • Coordinate with broader Enterprise Initiatives team to assess execution status and risks, and effectively communicate progress through reporting
  • Ownership of the functional responsibilities for Planview (project management software/tool) including: building functional support team and partnering with IT support team; partnering with IT and businesses on additional implementations across GECC; roll-out new system functionalities; providing training and support to users; and developing & executing system reporting & analysis
  • Support Finance and HR on budgeting and staffing related reporting, analysis and issues for “Getting to Strong” programs, including the development of an enhanced budgeting approach for programs and projects that is more effective and efficient
  • Advance the analytical capabilities and reporting to assess high priority areas around interdependencies and resource capacity
  • Bachelor's Degree and minimum of 5 years in Finance, Operations, IT, Risk or Quality or project management experience
  • Demonstrated ability to lead teams and drive change
  • Proven project management skills and experience leading complex, large-scale, cross-functional initiatives
  • Direct experience developing and guiding others through the development of project plans
  • Demonstrated ability to develop tools, templates and metrics used to manage and monitor large
  • MBA or Corporate Audit Staff experience
  • Prior work experience in Finance, Capital or Treasury
  • Knowledge and experience in organizational effectiveness and operations
  • Change agent with strong credibility and influence in the organization
  • Ability to motivate others and achieve results
  • Demonstrated commitment for process improvement and drive process rigor
  • Change focused approach, looking at continuous ways to improve the control and operational environment
  • Experience in new system implementation and managing implementation of best practices
  • Excellent people manager, open to direction and collaborative work style and commitment to get the job done
  • Ability to challenge and debate issues of importance to the organization
15

Senior Manager Tds Finance Tds Ihc Capital Reporting & Analysis Resume Examples & Samples

  • Estimates of projected Balance sheets including trading, lending, advisory and funding volumes; Profit and Losses including trading, credit and operational losses; and pro forma market and credit risk capital levels
  • Supporting documentation for all models, including assumptions, limitations and decisions
  • Regulatory reporting of results and supporting documentation
  • Model validation and model risk governance
  • Minimum undergraduate degree with accounting designation or graduate degree in business preferred
  • 10+ years in financial industry with relevant capital management, risk management and/or finance experience
  • Strong understanding of capital calculations, reporting, planning and forecasting. Previous US capital management related experience a definite asset
  • Strong understanding of financial processes and related aggregation and automation requirements including related systems and process flows
  • Excellent process implementation and documentation skills combined with pragmatic problem solving capabilities
  • Demonstrated strong inter-personal; organizational management; process management; and analytical skill required
  • Demonstrated team oriented and process management skills with previous senior management level experience managing multidisciplinary teams and/or functions
  • Track record of successful delivery of complex quantitative processes / results; previous US stress testing experience (DFAST / CCAR) preferred
16

Ib Expense Reporting & Analysis Resume Examples & Samples

  • Responsible for reporting and analyzing monthly IB NCE (Non Compensation Expenses) actuals, forecasts, budget, and exit rate variances by Division, Region and Expense line and will also cover some reporting and analysis of Variable Expenses (brokerage, clearing and exchange fees)
  • Prepare month-end estimates and assist in expense line accruals, including posting/reviewing of journal entries
  • Develop analysis and reporting which will help Expense Management, Divisional COOs, P&L controllers, and Expense Line controllers to better understand expense trends, variances, impact of savings initiatives, and forecast details
  • Support the overall NCE control process, working closely with Expense Line Controllers, reviewing monthly accruals and accounting issues, Divisional and expense line variances
  • Support ongoing production and development of financial reporting for senior management meetings and presentations
  • Work closely with Divisions and controllers to understand variances to budget and validate forecast
  • Support improvement and enhancement of Process through system e.g. Excalibur
  • Develop and enhance variance analysis models
  • Support the account and cost center change process
  • Support ad hoc inquiries and analysis from key stakeholders
17

Senior Financial Analyst Revenue Driver Reporting & Analysis Resume Examples & Samples

  • Maintain key operating revenue volume statistics within TM1, Cognos, MS Access and Hyperion applications ensuring accuracy and reasonableness of data; apply report modeling skills to extract and organize data to address executive reporting needs
  • Contribute to new reporting development and improve quality and presentation of existing reporting
  • Explore opportunities regarding process and analytic improvements
  • Work through foreign exchange impacts on volume performance
  • Provide key line-of-sight, thorough analytics and communication of key financial revenue driver trends and performance
  • Communication of data in concise and accurate presentation to key executive audiences on a timely basis
  • Ensure data accuracy, integrity and consistency of information as well as organized documentation of results and data sources used
  • Bachelor’s degree in accounting, finance, economics, or related quantitative field; MBA a plus
  • 5 to 7 years of relevant financial analysis work experience with progressively increasing responsibility
  • Must demonstrate a strong analytical, statistical, and creative skill set and be able to present data in a variety of formats
  • Ability to model and analyze statistical reporting scenarios, make informed, well-reasoned decisions, and find solutions to business challenges
  • Previous experience in internal or external reporting a plus
  • Experience working for a multi-national corporation and understanding the impacts of foreign exchange fluctuations on operational results, is a plus
  • Ability to work effectively with cross functional teams and produce time sensitive deliverables
  • Ability to work in a fast paced and dynamic environment with changing priorities
  • Attention to detail and accuracy are extremely critical
  • Additional experience with Cognos, Tm1, or other OLAP/tools
18

Manager, Program Reporting & Analysis Resume Examples & Samples

  • Ability to get ‘up the curve’ quickly
  • High sense of curiosity with ‘root cause’ mentality
  • Excellent judgement and decision making skills
  • Excellent collaboration and oral communication skills
  • Superior written communication skills with ability to distill key messages from large amounts of information
  • Able to consistently meet tight deadlines
  • Comfortable and confident interacting with senior executives
  • Willing and able to share and support opinion (strong backbone)
  • Strong relationship management and relationship building capabilities
19

Liquidity & Funding Reporting & Analysis Resume Examples & Samples

  • Higher degree and professional qualification in the banking industry
  • 3+ years experience in treasury and finance reporting in the financial service industry
  • Strong analytical and review skills
  • Good GCRS and (GGL) infrastructure knowledge (Feeds, NDS, Meridian)
  • Hands-on mentality, reliable and accurate working style
  • Good team player, highly flexible, commitment to meet quality and ability to manage tight deadlines
20

Campaign Reporting & Analysis Specialist Resume Examples & Samples

  • Conduct weekly and quarterly analysis to measure the results and effectiveness of sales performance, offers, marketing campaigns and programs
  • Monitor and analyze variances and performance trends
  • Tracking and managing the campaign team budget and promotional offer spend
  • Forecasting promotional spending and measuring effectiveness through ROI analysis
  • Working with channel primes on regional / tactical and mass offer planning and execution
  • Post mortem analysis on the effectiveness of marketing / channel programs and initiatives
  • Gather insights on industry trends to identify gaps and opportunities in the market
  • Deep-dive analyses and business case development to uncover and quantify opportunities
  • Ad Hoc analysis and reporting
  • Strong analytical and data mining skills, with an acute attention to detail
21

Lead of Delivery of Reporting & Analysis Resume Examples & Samples

  • High complexity projects using a structured methodology from project initiation through implementation. Define and confirm project scope and ensure client’s expectations are consistently being met
  • Define implementation approach and maintaining a consistent standard throughout the project lifecycle
  • Produce project presentations and artifacts for varying stakeholders and levels within the organization. Ensure project metrics and KPIs are properly defined, agreed upon, and tracked
  • Manage project budget and tracking actuals across the project. (if required)
  • Manage project risks and issues catalog to insure proper tracking and transparency
  • Establish a proper communication channel and forum to syndicate project status and issues. Ensure timely delivery of meeting minutes, status reports, and potential risks
  • Leadership quality with the ability to influence and provide clear guidance on their project plan and deliverables
  • Ability to translate business and organizational contexts of projects to overall goals
  • Organized and manage time effectively with the ability to multi-task several projects simultaneously
  • Negotiate and facilitate conflict resolution
  • Innovative and open to try different ideas where it could be beneficial to the environment, clients, and the project deliverables
  • Excellent skills with mobilizing and coordinating virtual team members to achieve a common goal
  • Drive corrective actions to mitigate project risks
  • Natural formal and informal communicator
  • Outstanding organization, and problem solving skills
  • Team player with supporting and developing the strength of the team
  • Avid consumer of technology and possess a thorough understanding of the value of technology
22

Liquidity & Funding Reporting & Analysis Resume Examples & Samples

  • Liquidity & Funding subject matter expert covering UBS internal Liquidity & Funding models, notably unencumbered available collateral (UAC) and Liquidity & Funding reporting and analytics into regional Treasury Reports, which are used in Regional Asset & Liability Committees and includes: Operational Cash Ladder; Contingent Funding Sources etc
  • Ownership of UAC interface including; responsibility for production and reporting, execution and review of controls, liaison with internal / external audit
  • SME consultative responsibilities; advise on the application and reporting of the firm's UAC data Cooperate with the respective businesses, Group Accounting & Controlling, Treasury and Business Managers to achieve high quality financial information and analysis
  • Coordinate liquidity and funding process with assigned offshore resources
  • Provide efficient time-to-market and accurate liquidity and funding information to senior decision making bodies
  • 5+ years experience in treasury and finance reporting in the financial service industry
  • Experienced business analyst, comfortable working with large data sets and end user applications
  • Ability to translate business requirements into specifications for adoption by CTB developersProactive mindset with an outlook of continuous improvement
23

Affordable Care Act Reporting Analysis Senior Resume Examples & Samples

  • Extensive working knowledge of data and analytics
  • Work with MS Office products (i.e., MS Access, Excel, Word)
  • A Bachelor's Degree and 4 years of related work experience
  • 4+ years of Microsoft Reporting Services (SSRS)
  • 4+ years of Microsoft Management Services (SSMS) on Microsoft SQL Server 2008R2, 2012 or 2014
  • 2+ years of Microsoft Integration Services/ETL (SSIS)
  • Strong Excel functional and VBA knowledge with prior experience creating and automated reports
  • Strong analytical skills
  • A commitment to following through effectively on all client requests
24

Hris Reporting & Analysis Resume Examples & Samples

  • Responsible for recording, monitoring and initiating the transactions for all monthly staff activity changes submitted by the Business Units on transactional records appropriately by effective date. Also responsible for processing mass changes submitted to HR via load files. Will be responsible for creating load file, scheduling time with IS resources to load the file and validating the information loaded properly
  • Responsible for processes related to SAP position management function which includes administration of creating positions, maintaining positions, performance manager changes and organization unit updates. Work closely with HR team to ensure HRIS and reports reflect accurate sequence of HR transactions for all individuals
  • Support Talent Acquisition efforts by ensuring all requisitions in the recruiting database are complete with salary ranges. Responsible for creating positions in SAP to correspond with each approved requisition. May need to collaborate with Business Unit’s (Resource Managers, People Operations Leads) to obtain needed additional information related to position creation in SAP
  • Responsible for the creating and maintaining workflow and Business Process/Procedures (BPP) documents for HR processes. Responsible for identifying and/or updating existing audits related to HR processes. Review data flows to identify process improvements opportunities and work with SMEs to integrate efficiencies into daily administration or programs
  • Supports Total Rewards/Compensation Team and Talent Development Team in the Annual Adjustments process with reporting as needed. Responsible for processing mass changes in SAP as a result of Annual Adjustments for Promotions, Salary Adjustments, Bill Rate Adjustments and Bonuses via load files
  • Responsible for the generation and distribution of monthly HR reports. This includes being responsible for monthly turnover and retention statistics and analysis and other metrics and various ad-hoc/miscellaneous reports as requested
  • Responsible for Cognos reports for the HR team and internal clients and collaborates with IS on new report requirements, enhancements and/or defects
  • Responsible for annual compliance reporting including EEO1 reports and preparation of reports related to the firm’s Affirmative Action Plan
  • Collaborate with IS on SAP Organization Management and Personnel Administration needs such as Reorganizations, Acquisitions, Divestitures, Enhancement/Support Pack Testing and load files to process and record mass changes
  • Responsible for coordinating and executing necessary testing across HR, Payroll and Applications group for SAP support packs, enhancements and maintenance releases including the identification and creation of test cases as needed
  • Provide training, reporting, technical and functional database application support for applications used by HR
  • Professionalism: requires diplomacy, confidentiality and confidence in dealing with sensitive information
  • High level of organizational skills, including great attention to detail and accuracy
  • Self-confident: must be able to work and communicate with varying levels of clients
  • Strong cooperation between teams and cross functional areas
  • Accepts and manages through ambiguity/complexity and deals effectively with change
  • Advanced skills in MS Office Excel and Word
  • Excellent Communication skills
  • Reporting/Analytical skills
25

Manager Capital Markets Profit & Loss Reporting & Analysis Resume Examples & Samples

  • Manage and coordinate, globally, the daily financial close process ensuring accurate daily and weekly P&L results are reported (Monthly est. revenues of $600MM)
  • Responsible for Daily Financial Results process, ensuring accurate and timely daily results and commentary are provided to Senior Management, include reconciliations and investigations to provide support for results
  • Manage RBCCM Dailies Product Finance Mailbox addressing queries in a timely manner as well as monitor Day 1 P&L and act upon any outstanding items
  • Work closely with CM Directors and Directors of Performance Management, as well as global Financial and Product Control teams, Enterprise Technology, RBC Statutory & Regulatory Reporting by providing insightful P&L analysis and technical guidance
  • Support the completion of the quarterly CM disclosures as well as other external reporting for P&L, including IR and external reporting decks
  • Assists with the reconciliation of daily trading revenue to final month end results for reporting to Risk Management
  • Prepare monthly P&L materials used for analysis and discussion on month-end closing calls with regional Financial Control and Product Control heads
  • Supports platform tax including review of the tax calculation, reconciliation and providing support to global FCs and Tax Group
  • Supports the preparing and analysis of monthly and quarterly consolidated CM platform P&L for Senior Management Team
  • Assist in the review of the tax and trading hierarchy to ensure consistency and accurate reporting across various transit hierarchies
  • Support and train users for DFR and act as liaison for user requests
  • Revise Reports to reflect changes in Hierarchy
  • Prepare and respond to Audit Requests
  • Assist with ad-hoc projects as directed by Senior Management. AUTHORITIES, IMPACT, RISK
  • Position scope – high risk: Daily and weekly reports produced by the group are highly visible to Capital Markets Sr Mgmt
  • Position interaction - Significant contact throughout RBC
  • Accounting designation (CA, CPA, CMA) or MBA required
  • Experience in an accounting/finance and reporting environment is a must
  • Strong PowerPoint Presentation skills, including graphing and visual presentation; Strong Excel skills
  • Conflict and issue resolution and escalation
26

CO OP Reporting Analysis Resume Examples & Samples

  • Produce management, sales, financial, and regulatory reporting to support Advisor Deposit Services’ operations
  • Complete business analysis on the existing reporting package to: review the usefulness of existing reports, identify reports to be eliminated, identify opportunities to consolidate, simplify & clarify reports, and identify needs for new/enhanced reports
  • Use strong MS Excel, Visual Basic, and database skills to modify, enhance, and automate the reporting package
  • Strong desktop software skills, especially MS Excel, and MS Word
  • Strong computer programming skills in Visual Basic and SQL
  • Must be comfortable working with large amounts of information and translating data into clear and concise findings
  • Database and information management skills are an asset
  • Banking, finance, or accounting skills are an asset
27

Reporting & Analysis Manager Resume Examples & Samples

  • 10+ years of progressive work experience in General or Fixed Asset Accounting
  • US GAAP, Sarbanes-Oxley. FERC and IFRS policy and procedures knowledge
  • Significant exposure to large scale process management and improvement efforts
  • Utility industry Accounting and Rate Case Management experience
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Kiehl s Manager, Retail Reporting & Analysis Resume Examples & Samples

  • Report Development in the point of sale & operations system. Leverage expertise to create new or enhanced reports & models inside & outside of the application. Provide sophisticated, business aligned reports & data to all levels of management
  • Own and manage data integrity within the system; investigate discrepancies & solve issues; look for root cause and strive for continuous process improvements to reduce or eliminate factors impacting data quality
  • Working with business partners, identify and develop new reports to support and drive the business. Recommend analysis and reporting to business partners to fuel future growth
  • Manage the operations audit compliance directives by creating reports and processes that support compliance
  • Understand the Mobile technology impact on sales transactions and create appropriate reports & analysis
  • Work as a liaison between the retail operations team and the SAP (corporate ERP system) to monitor business data accuracy & facilitate resolutions to issues with the IT team
  • Support back office data functions in the retail point of sale system and provide back up support to the stores
  • Be involved with or lead the system mobility launch
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Senior Reporting & Analysis Analyst Resume Examples & Samples

  • 3+ years of Accounting experience
  • Knowledge of General Ledger platforms with a strong preference for SAP experience
  • Document preparation in support of compliance requirements
  • Solid understanding of Federal, State, and Municipal Energy regulations
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Lead Reporting & Analysis Analyst Resume Examples & Samples

  • 7+ years of progressive work experience in General or Fixed Asset Accounting
  • Bachelor’s Degree in Accounting, Finance or Business Administration
  • Solid understanding of federal, state, and municipal energy regulations
  • Knowledge and/or exposure to PowerPlan, Maximo, STORMS, SAP and other work management systems
  • Knowledge of general ledger platforms, with a strong preference for SAP experience
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Senior Analyst Business Line Expense Reporting & Analysis Resume Examples & Samples

  • Prepare quarterly and monthly reporting on assigned Canadian Banking Business line expense results in support of Blue Book deliverables
  • Coordination and collection of financial data from Business Unit Finance and Support groups
  • Perform analytics for reasonability review of Business line results, understanding impact of significant transactions
  • Analyze and prepare BL journal entries, ensuring accuracy and completeness
  • Support the maintenance of the BL Model and Ad-hoc Business Line reporting
  • Respond to queries from Senior management and participate in the investigation and resolution of reporting issues
  • Assist in the preparation and Compilation of forecast and plan as it relates to CB Business Lines and Support allocations
  • Support the delivery of forecasts and profit plans, including: Post quarterly forecasts, Pre quarter forecasts, 5 Year Base Case plan, Stress Testing, 3 Year Strategic Plan and Annual Profit plan including Business to Business and Support Group allocation review
  • Coordination and collection of data from Support Groups, including allocation rates and rules, ensuring the completeness and accuracy of the Business Line Allocation Model
  • Support the Manager in CB Finance process design, including template and consolidation models to support the end to end planning processes
  • Complete analytic review to ensure accuracy and completeness of deliverables and understand relevant performance of the business
  • Co-ordinate deliverables with CB Finance Business Unit/Statutory expense team
  • Support the Senior Manager and Managers in efforts to enhance expense reporting, planning and forecasting processes
  • Support process improvement initiatives for business line allocation forecasting and planning model
  • Support the development of added value expense reporting for CB business lines to provide greater insights and enhance bottom line performance
  • Approach issues and opportunities with a focus on process improvement
  • Provide resolution to Bank Finance requests for information, also assist in various ad-hoc analysis in support of Canadian Banking business line
  • Supports the Director, Sr. Manager and Managers in the information gathering process and analysis for strategic and tactical projects as requested by Senior Management
  • Strong user proficiency with computer applications, Microsoft Excel, Word, PowerPoint, Smartview, Hyperion, and any other financial tools
  • A solid understanding of financial and management reporting principles; very knowledgeable of the Bank’s products, operations and procedures
  • Strong communication skills (listening, documentation, and presentation skills) and the ability to work effectively in a team
  • Strong analytical, problem-solving and organizational skills
  • A good understanding of elements of effective control over integrity and completeness of financial reporting; attention to details
  • Highly flexible, detail-oriented, and able to cope with changing priorities and to multi-task under tight deadlines, and deliver with a great amount of accuracy and completeness
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Manager, Portfolio Reporting & Analysis Resume Examples & Samples

  • Provide timely delivery of monthly and quarterly performance reports as well as intra-month and end-of-month flash reporting. Performance reports include multi-period contribution and attribution, and historical risk statistics
  • Collaborate with the client service team to understand and meet client reporting needs, while building and maintaining efficiencies in the reporting processes
  • Collaborate with the investment and risk teams to enhance internal performance reporting and data management
  • Reconcile performance returns with third party service providers. Audit and verify accuracy of portfolio accounting data and reports
  • Lead effort to identify and improve efficiencies in client and internal reporting processes
  • Construct and maintain custom benchmarks and composites
  • Initiate and maintain documentation for reporting procedures
  • Support the COO in the evaluation of service providers. Identify opportunities for increased efficiencies and automation that is scalable in an actively growing business
  • Five or more years of experience in the financial services or asset management industries, or experience within financial/investment/risk groups of institutions outside of financial services and asset management
  • Knowledge of the performance reporting domain
  • Possess strong understanding financial math concepts utilized in performance measurement
  • Familiarity with reporting methodologies and measures for various types of securities including highly liquid traded securities and derivatives, hedge funds and illiquid private equity funds (e.g., time-weighted returns, geometric compounding, Modified Dietz, money-weighted returns IRR, PME, Multiples)
  • Possess strong technical background including proficiency in the Microsoft Suite (Excel, Word, Outlook, PowerPoint) and knowledge of VBA as it relates to Excel
  • Must have experience leveraging business intelligence software/databases to generate reports
  • Strong understanding of financial markets, investments and/or portfolio accounting
  • CFA/CIPM candidate highly preferred
  • Excellent organization and follow-up skills
  • Excellent analytical and problem solving skills. If not located in Houston, must be able and willing to travel frequently to Houston, Texas
  • Attention to detail, strong organization skills, the ability to multi-task and a positive client oriented attitude are key to success in this role
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Manager, Consolidated Reporting & Analysis Resume Examples & Samples

  • Deliver accurate, timely, value-add standardized and ad-hoc reporting with minimal direction
  • Act as TBSM’s subject matter expert for consolidated NIM and NII performance, leveraging expertise to provide critical insights
  • Engage stakeholders to enhance the layout and content of consolidated presentations; update attribution criteria to isolate new NIM drivers
  • Develop and foster a positive working relationship with business partners and project stakeholders (i.e. TBSM Business Analysts, FTP Business Advisory, other TBSM functions, Finance and Senior Management). These relationships will be essential in resolving issues and implementing significant change
  • Lead a large project on behalf of the FTP team, gathering insight from colleagues to focus towards the implementation of efficient and scalable processes and reporting capabilities
  • Managing projects, gathering and analyzing business needs to facilitate comprehensive process or system design documents, explaining requirements to system developers
  • Valuing securities and financial products including bullet and amortizing bonds, swaps, prepayment options, caps and floors
  • Using computer tools for data retrieval and analysis, in particular Excel; SQL, Access, Data Cubes and OLAP tools would also be an asset
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Manager Direct Unit Expense Reporting & Analysis Resume Examples & Samples

  • Prepare quarterly and monthly reporting on assigned Canadian Banking Direct Unit expenses in support of Blue Book deliverables
  • Perform reasonability review of statutory expense reporting,
  • Perform analysis of variances between planned and actual expenses for Canadian Banking Direct Units to ensure accuracy and completeness and understandings of significant transactions
  • Develop Distribution Channel and Product group subject matter expertise including Direct unit allocations to external partners
  • Respond to queries from Senior management and participate in the investigation and resolution of reporting issues
  • Prepare and Compile forecast and plan as it relates to assigned CB Direct Units
  • Support the delivery of forecasts and profit plans, including: Post quarterly forecasts, Pre quarter forecasts, 5 Year Base Case plan, Stress Testing, 3 Year Strategic Plan and Annual Profit plan as it relates to CB Business Units, Product groups and their associated statutory expenses
  • Ownership of the timely collection of data from business units and product groups
  • Complete analytic review to ensure accuracy and completeness of deliverables and understand relevant performance of the business
  • Co-ordinate deliverables among product teams and CB Finance Business Line group
  • Support the Director and Senior Manager in efforts to enhance expense reporting, planning and forecasting processes
  • Co-ordinate the reporting processes with other Manager Direct Unit Expense Reporting
  • Support the development of centralized CB Direct unit expense and metric driven dashboards to provide more insightful and added value expense reporting with a focus to enhance bottom line performance
  • Identify issues and make recommendations with a focus on process improvement
  • As required perform adhoc, value added analysis in support of assigned Canadian Banking Distribution Channels and Product team relationships
  • Act as a prime liaison with assigned CB Direct Units, whilst building strategic relationships to provide financial support
  • Good user proficiency with computer applications, Microsoft Excel, Word, PowerPoint, Smartview, Hyperion, and any other financial tools
  • A solid understanding of financial and management reporting principles; very knowledgeable of the Bank’s products, operations and procedures
  • Strong communication skills (listening, documentation, and presentation skills) and the ability to work effectively in a team
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Manager, Balance Sheet Reporting & Analysis Resume Examples & Samples

  • Global balance sheet analysis for the Wholesale businesses (Capital Markets and Treasury Services) – prepare monthly balance sheet analysis to ensure both spot and average balances are booked accurately and all significant variances are investigated and documented in a timely manner
  • Act as a liaison and a subject matter expert between the Statutory & Regulatory Reporting group, External Auditors, Internal Auditors, Risk Capital Groups, Risk Management, Performance Management and Business Unit controllers to ensure issues and initiatives are worked out in a timely and accurate fashion
  • Ensure accurate reconciliation and reporting of litigation reserves
  • Review of G/L to ensure proper presentation of asset and liability section of the balance sheet
  • Ensure proper review and signoff for month end results is completed in a timely manner, and proper documentation is maintained to support the signoff
  • Coordinate the consolidation and prepare quarterly note disclosure submissions to Statutory & Regulatory Reporting group & External Auditors
  • Proactively identify opportunities to further streamline processes and improve productivity and analysis of the balance sheet
  • Act as a back-up for the Capital Markets variable compensation process
  • Special projects as assigned by senior management
  • Strong finance/accounting background – accounting designation (CA, CPA, CMA) or MBA required
  • Ability to work independently and manage numerous priorities simultaneously
  • Minimum 3 years of experience in an accounting/finance and reporting environment
  • Advanced user proficiency with computer applications, such as Microsoft Word, Excel and PowerPoint
  • Motivated individual who can work under pressure in a high pressure, high reward environment
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Reporting & Analysis Accountant Resume Examples & Samples

  • Fantastic role based within a growing business, responsibilities include
  • Portfolio product analysis
  • Commercial analysis and insight on business performance
  • Cost management and analysis of drivers
  • Capital and regulatory management and reporting
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Market Risk Capital Reporting & Analysis Sme-VP Resume Examples & Samples

  • Oversee the calculation, consolidation, reporting and explain of Market Risk RWA
  • Key Contribution in ad hoc quantitative impact analysis studies supporting business partners, senior management and regulatory requests
  • Lead projects supporting market risk RWA objectives across capital calculation, process/control improvement, and regulatory rule implementations
  • Interacting with regulators, internal and external auditors and all partner functions
  • Provide coaching, training, and feedback to help the junior members develop and expand skill set
  • Ensuring completeness of process workflows, governance, controls & procedures
  • Identifying opportunities to streamline and improve process efficiency and/or controls
  • 6+ years’ experience in regulatory capital reporting, finance, risk management, or related field
  • Experience partnering with technology and business to drive issue resolution
  • Experience in a product control or capital calculation role
  • Experience identifying, performing, and documenting key controls
  • Experience supporting large initiatives across multiple functional groups
  • Ability to self-manage, prioritize and work independently
  • Strong understand of data quality controls and metrics
  • Excellent communication skills (both verbal and written)
  • Strong organizational skills and process orientation
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Senior Analyst, Sales Reporting & Analysis Resume Examples & Samples

  • Prepare Monday morning SoundScan reporting and analysis for labels and senior management, including label-specific reports, charts, market trends, and market share
  • Utilize Nielsen SoundScan, Nielsen Music Connect, BuzzAngle, Next Big Sound, Mediabase, Tableau Desktop, Spotify Analytics, SAMIS, and Business Objects SMART to produce reports and analysis
  • Forecasting and analysis related to launch of new albums, including DMA analysis, account-level analysis, and forecasting of initial selling window
  • Maintain databases of historical sales data to assist in speedy analysis and forecasting
  • Research and archive competitive release and pricing information
  • Manage album and track certification process with RIAA
  • Present findings to others in the company in an easily understandable format
  • PowerPoint (plus)
  • Knowledge of Business Objects and Tableau is preferred
  • Ability to meet deadlines and adhere to a consistent reporting schedule
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Reporting & Analysis Manager Resume Examples & Samples

  • Plan, direct, and organize the accurate and timely reporting of financial information for the park
  • Deliver accurate, timely and relevant financial statements
  • Maintain financial chart of accounts and segment hierarchies to ensure ad-hoc financial reporting is straightforward to perform and data is easily available to calculate key management metrics
  • Work independently on complex project analysis and recommendations
  • Prepare accurate and timely financial statements and reports, and provides detailed analysis of variances to plan and prior year
  • Communicate regularly with Senior Management on the preparation and interpretation of close activities
  • Troubleshoot subsystem interface errors. Identify and isolate errors. Coordinate corrections or fixes with IT
  • Completion of the daily sales report, and additional required reporting
  • Supervise the support structure for operators and systems
  • Perform other duties as required or assigned which are reasonably within the scope of the activities profiled above
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Reporting Analysis Training Coordinator Resume Examples & Samples

  • Schedule associates for appropriate training programs, scheduling WebEx events and links for participants. Facilitate associate access to programs, resolving user web difficulties as they come up
  • Coordinate CEU compliance and distribution in collaboration with the Learning Center
  • Identify non- clinical training needs, develop and participate in production and training of associates
  • Work with IT to assign and distribute Rosalind User Login and Pass Word information for those completing initial training
  • Manage email queue’s
  • Participate in development and production of training material
  • Schedule training staff for different programs and audience Schedule different trainers for different training audiences
  • Research programs and resources that could be incorporated into the Training program
  • Run Reports for training completion
  • Attend Meetings with Training Team
  • AD Hoc projects as assigned
  • Ad Hoc Report experience
  • Manipulate data experience
  • Record of effective administrative support in customer service business
  • Excellent communication skills and ability to work as member of a team with all levels of management and staff
  • Ability to analyze data, look for trends and outcomes
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Financial Analyst Technology Reporting & Analysis Resume Examples & Samples

  • 3-5 years of accounting / finance experience
  • Demonstrated project management mindset
  • Demonstrable analytical abilities
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Reporting Analysis & Metrics Associate Resume Examples & Samples

  • 2-5 years of work experience in a financial institution or financial segment of a business
  • Ability to partner with senior management
  • Sharp analytical skills and attention to detail
  • Communication and networking skills
  • Strong Organization skills
  • Advanced proficiency with Excel and PowerPoint
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Group Reporting & Analysis Resume Examples & Samples

  • Member of a Legal Entity Control team looking after the Financial Reporting of specific entities whose production currently resides in DKS Financial Reporting team
  • Provide transparency around head office financial statements and local statutory account, ensuring accuracy and timeliness of submission across responsible entities
  • Engage with the internal and external stakeholders for responsible entities
  • Ensure strong control environment by upholding compliance standards, internal controls and best practices
  • Identify and participate in efficiency and effectiveness improvements via continuous process improvement, standardization and implementing system changes
  • Provide necessary support to Entity FDMs in achieving a high standard of financial information to various stakeholders
  • Provide Accounting Support to new product roll-outs and participate in strategic projects where required
  • Closely partner with other professional service centre teams and ensure that reports produced are complete and accurate
  • Escalate and provide guidance on issue resolution by working closely with Entity FDMs to various stakeholders, other PSC teams and various project teams
  • Responsible for all Finance reporting activities of a specified entity / group of entities. This involves ensuring the financial integrity of financial information and systems of the branch and subsidiaries, maintain tight internal control environment, compliance to regulations and audit requirements, and support strategic business plans
  • Responsible for the submission of financial and management reports including the audit of statutory accounts for designated entities
  • To ensure that both regular and ad-hoc financial reporting requirements from Group Finance are met, have oversight on box 1 and 2 of the VnC framework and provide support for box 3 and 4
  • To provide the necessary support to Finance Directors and Managers in achieving a high standard of financial information to various stakeholders
  • Oversee the provision of Reports, MIS, Surveys or the like that rely on Head Office reported values as the basis for their preparation
  • Participant in process improvement initiatives and support key initiatives in line with the process agenda
  • Degree in Business, Finance or Accounting, Qualified accountant highly preferable
  • Strong accounting skills and banking experience preferable
  • Well conversant with accounting standards (IFRS GAAP)
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Liquidity & Treasury Reporting & Analysis Resume Examples & Samples

  • Minimum of 3 years relevant experience in supporting Treasury functions, financial, risk & PnL reporting and/or product controlling, or from Audit with exposure to Banking/Finance clients
  • Comprehensive understanding of accounting standards and principles
  • Strong analytical skills, keen into details, flexible in problem solving
  • Excellent communication skills, fluent in English both written and verbal
  • Able to work in fast-paced and changing environment
  • Knowledgeable in MS Office (Excel, PowerPoint, Access) and SAP
  • A great team-player and is able to work independently and collaboratively
  • Has excellent work ethics and organizational skills coupled with the ability to work under pressure, prioritize and handle multiple assignments
  • Able to manage deliverables against tight deadlines
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Market Risk Capital Reporting & Analysis Sme-associate Resume Examples & Samples

  • Oversee the calculation, consolidation, reporting and explain of Market Risk RWA
  • Key Contribution in ad hoc quantitative impact analysis studies supporting business partners, senior management and regulatory requests
  • Lead projects supporting market risk RWA objectives across capital calculation, process/control improvement, and regulatory rule implementations
  • Ensuring completeness of process workflows, governance, controls & procedures
  • Identifying opportunities to streamline and improve process efficiency and/or controls
  • 3+ years’ experience in regulatory capital reporting, finance, risk management, or related field
  • Experience managing data quality remediation program
  • Experience partnering with technology and business to drive issue resolution
  • Experience in a product control or capital calculation role
  • Experience identifying, performing, and documenting key controls
  • Experience supporting large initiatives across multiple functional groups
  • Ability to self-manage, prioritize and work independently
  • Strong understand of data quality controls and metrics
  • Knowledge of financial products, financial markets, market risk and credit risk methodologies such as VaR, economic capital, regulatory capital, etc
  • Ability to work well under pressure, tight deadlines and balance multiple priorities
46

Financial Analyst, Film Reporting & Analysis Resume Examples & Samples

  • Assist in the accounting and reporting for IMAX’s film development, production and distribution activities, as well as provide financial and operational analysis for management decision making
  • Analyze all accounts under areas of responsibility to ensure that they are accurate and reasonable; investigate discrepancies and correct where necessary
  • Coordinate with other departments (i.e. DKP, Film Distribution, Marketing, Film Finance - LA) within IMAX to obtain required and timely information relating to areas of responsibility
  • Prepare accurate reports with concise comments and value-added analysis of all significant variances and answer all questions from management
  • Prepare and enter all journal entries relating to areas of responsibility
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Reporting & Analysis Associate Resume Examples & Samples

  • To collate Xerox and third party supplier information to produce monthly invoice for payment
  • To manage and produce advanced Excel worksheets
  • To ensure all payments are validated
  • To manage relationships internally, with customers and with third party suppliers
  • To manage the meter reading captures process to support billing and fleet management
  • Input to Xerox billing systems and liaison with central billing team to resolve queries
  • To manage supporting documentation for billing (e.g. cost recovery)
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Senior Expense Reporting & Analysis Resume Examples & Samples

  • Proactively establish and document significant items impacting expense results by line, region, sub-division and cluster on a monthly, quarterly and annual basis, for communication to COO's during the month end process
  • Provide intelligence into global analytics that may include actual, forecast, and budget commentaries
  • Meeting all regulatory and CS requirements and standards for the reporting and classification of Non-Comp Expenses, including the accuracy of all balance sheet accruals and prepayments at each month-end
  • Support ad hoc NCE inquiries and analysis from Senior Business COOs and other stakeholders
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Director, Corporate Reporting & Analysis Resume Examples & Samples

  • 30% (i) Internal and External Reporting, Analysis and Commentary – responsible for the reporting, analysis and commentary related to the Actual results of the Company’s operations including, but is not limited to, providing the external reporting team with financial results in a timely manner in support of SEC Reporting (Quarterly Reports on Form 10Q, Annual Reports on Form 10K, other SEC reporting) and providing reports, analysis, and commentary on a monthly, quarterly and ad hoc basis to internal Executive management including the CEO, CFO, VP Investor Relations, etc
  • 30% (ii) Reporting and analytic Process improvements and enhancements - support continued enhancements of the related reporting and analytic processes and be a significant contributor to any design updates including improving reporting and business intelligence identifying and implementing opportunities to drive value creation providing judgment, analysis, innovation to such enhancements including for example Segment and Channel reporting, Online reporting, use of hierarchy structures to drive reporting requirements, in support of executive management requirements and strive for a best-in-class reporting and analytics
  • 20% (iii) Direct and review the accounting supported by the team including but not limited to consolidation, stock based compensation, weighted average shares, restructuring, pension
  • 10% (iv) Provide customer service related to reporting and analysis to executives, brands, affiliates and corporate groups, as required
  • 5% (v) Direct US Government Census reporting requirements providing review and approval
  • 5% (vi) Special accounting and reporting projects as required
  • Big Four public accounting experience
  • Minimum 5 years of experience in a public company
  • Minimum 10 years of professional experience, ideally with a mixture of Accounting and FP&A
  • Knowledge of ERP Systems, Hyperion CPM Systems experience a plus
  • Strong technical (US GAAP, IFRS, SEC reporting) and analytical skills
  • Analytical skills including the ability to analyze complex technical accounting requirements including US GAAP and statutory requirements
  • Ability to reach conclusions independently analyzing alternatives
  • Strong Excel, PowerPoint, Word Skills
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Reporting & Analysis Senior Manager Resume Examples & Samples

  • Develop strategies for team work product and identify opportunities for process and analysis improvements
  • Develop or lead development of analysis to provide thought provoking and insightful analysis into investment expenses and opportunities to identify savings
  • Enhance communication between Investments and Corporate Accounting, Treasury, Allstate Financial and Allstate Protection to provide feedback and insight on Investment reporting
  • Develop subject matter expertise of financial markets and investment management. Will need to understand the business needs of the various types of asset under management
  • Build and leverage strong internal relationships with leadership in other departments such as Investment Finance, Front Office Leaders, Corporate Accounting, Operational Accounting, Treasury and AF to effectively anticipate problems, troubleshoot issues and proactively respond to questions that arise during close and reporting
  • Lead cross functional teams to troubleshoot issues with reporting transparency and allocations of expenses that arise; drive action and timely conclusions
  • Lead and drive focus to day to day operations, monthly and quarterly close, including preparation of analysis and reporting, communication of results and drivers of variance compared to actual and plan
  • Identify and move forward special projects that transform reporting and analysis environment
  • Identify and Assess significant control, timing and reporting risks and suggest/influence remediation plans to management
  • Review company filings and ensure they are in compliance with regulations and take into account current strategies
  • Own and be accountable for execution of team’s responsibilities
  • Recognize gaps in information gathering and reporting processes and recommend solutions
  • Anticipate operational issues (such as changes in allocations, data, systems, resource constraints or timing of information from key suppliers) and develop preventive measures
  • 10+ years of professional accounting/reporting experience in Investments or Insurance Industry
  • Significant experience with reporting matters required
  • Accounting/Finance degree required; CPA or MBA preferred
  • Experience managing expenses and overseeing budgets
  • Intermediate to advanced Microsoft Excel, PowerPoint, Outlook and Work skills required
  • Excellent organizational and time management skills, ability to manage numerous tasks, make sound decisions and meet deadlines
  • Self-motivated with strong initiative; professional demeanor and desire to learn
  • Strong leadership; able to work effectively in a team environment and across groups to identify issues, resolve conflicts and finalize conclusions in a timely manner
  • Ability to assimilate complex topics quickly and work towards appropriate resolution
  • Advanced problem solving and decision making skills
  • Outstanding oral and written communication skills to all levels of staff, management, and Senior Management
  • Advanced analytical, issue resolution, and delegation skills
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Manager of Investment Reporting & Analysis Resume Examples & Samples

  • Your strong analytical and organizational skills as well as the ability to problem solve allows you to make independent decisions and manage multiple projects
  • You have excellent written and verbal communication skills that present investment portfolio results in a clear and concise manner to varying levels of the organization
  • You have the ability to work independently across the organization and develop relationships with various business partners
  • Your strong understanding of financial/accounting principles and ability to implement these principles in your work will ensure the company reports results accurately
  • You are highly effective through attention to detail while maintaining a broad view of business objectives
  • You have high proficiency in MS Excel and Oracle and Hyperion Essbase skills are a plus
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AVP Reporting & Analysis, Canadian Finance Resume Examples & Samples

  • Maintaining and building a focus on talent that creates an exciting, engaged and successful place for the best of the best to start, grow and elevate their careers
  • Delivering innovation that challenges traditional thinking and solves the emerging challenges using the principles of Brighter Way Management
  • Being a trusted partner with the Business Units in SLF Canada and Corporate Finance
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AVP, Reporting & Analysis, Regulatory Capital Resume Examples & Samples

  • Lead the production of the quarterly capital reports for SLF Canada and SLI, including developing insights and trends on capital movement, transfers, and generation
  • Chair monthly meetings of the Canadian Capital Management Committee
  • Manage and ensure FMM is properly and efficiently applied, and distribute quarterly results with business units and Canadian Finance
  • Responsible for the production of capital projections and supporting analysis for the Strategic Plan and the Business Plan
  • Lead the quarterly MCCSR forecasting processes, working closely with the business units
  • Lead the annual refresh and maintenance of the capital policies for SLF Canada and SLI
  • Collaborate with business and functional partners to identify and implement strategies to improve capital position
  • Fully qualified FCIA and FSA with at least 10 years of experience in a finance or actuarial capacity with a major financial institution
  • In-depth understanding of the Company's capital position and of its MCCSR is an asset
  • Excellent communication skills to convey complex financial concepts and ability to interface effectively with senior management
  • Strong people and influence skills essential in building and managing relationship with business groups, other Corporate departments as well as external stakeholders
  • Proven ability to lead a team of technical experts
  • Strong technical, analytical and problem solving skills
  • Familiarity with the analysis of financial statements and risk exposures
  • Proven project management skills and ability to work on concurrent projects, sometimes with conflicting priorities
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Reporting & Analysis Rep Resume Examples & Samples

  • Ability to demonstrate basic bookkeeping skills
  • Able to demonstrate ability to read/interpret contract format and language
  • Able to demonstrate knowledge/experience with billing systems and their requirements
  • Able to demonstrate customer relation skills ; interpersonal skills
  • Able to demonstrate ability to deliver requirements under time constraints
  • Able to demonstrate ability to resolve contractual billing problems
  • Able to demonstrate initiative and independent action
  • Ability to support multiple managers or teams
  • Ability to demonstrate Intermediate PC Proficiency -- Manage email (create folders, change user options) -- Download and install files (fonts, drivers, etc.) from internet sites; open, complete and save/print internet forms -- Perform mail merges
  • Able to demonstrate intermediate knowledge of MS Word or equivalent -- Insert images -- Create and manage tables and columns -- Edit headers/footers -- Create forms -- Create and manage multiple sections
  • Able to demonstrate intermediate knowledge of MS Excel or equivalent -- Navigate multiple worksheets within a workbook -- Create charts/graphs -- Use basic math functions -- Create basic formulae
  • Able to demonstrate intermediate knowledge of MS PowerPoint or equivalent -- Open and create basic presentations -- Open saved -- Print using different options Able to demonstrate intermediate knowledge of account-relevant applications -- Adobe Acrobat -- File conversion or graphic arts applications ) Able to demonstrate basic knowledge of network (e.g., how to add or delete a network printer)
  • Able to demonstrate ability to recognize PC to printer connectivity
  • Able to demonstrate basic knowledge of Digital Front Ends
  • Able to demonstrate functional knowledge of MAC when required by client
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Mgr-sales Reporting & Analysis Resume Examples & Samples

  • Provide global daily, weekly, monthly, ad-hoc sales and product data intelligence and analysis for the Print and Digital businesses to MH International & Professional Senior Management and staff. Analytic complexity includes converting raw data from varied sources to databases including (but not limited to) Nielsen Bookscan POS (third party data), Customer Provided Sales Data in varied formats (eBook, Medical Indirect, etc.), sales estimate excel documents, and MHE Sales Reporting System data (EDW). Create, update and maintain any necessary databases to provide sales intelligence and analytics
  • Participation and/or leadership roles on cross divisional and internal project teams. This includes attending meetings, providing feedback, fulfilling project requests and providing analysis to meet deliverables on-time
  • Manage and cross train staff (across and back) so that either can step in and deliver sales reporting for MH International & Professional regardless of daily primary responsibility assignment as to ensure business continuity. This includes execution, modification to, and documentation of processes (in shared folder) for all reporting. Assign all appropriate reports and analysis to Reporting Specialist to independently handle
  • Develop, update and maintain shared site for MH International & Professional Sales reporting and analysis
  • Coordinate or conduct training sessions for MH Professional users of MHE reporting outputs or systems (if applicable). This can be via in-person sessions, WebEx, phone calls, or emails and is aimed at enabling users to work independently. Provide access to available tools and training documents
  • Ongoing review of the MHP sales reports with an eye on elimination and replacement of ineffective outputs, while ensuring sales reporting consistency across the group. Focus on ensuring MHP Management and staff have what they need to accurately forecast, analyze sales trends, gaps, opportunities, returns, and the competition, keeping MHP/MHE expense at a minimum. Development of new reporting tools where necessary
  • At least three years database management and analytical experience necessary
  • At least two years’ experience managing a staff preferred or working on a team environment
  • High level of technical skills that includes access database, MHE/Business Objects, Oracle, All Microsoft programs, especially Excel, and Desktop Intelligence
  • Comprehensive knowledge of all MHE systems
  • Excellent analytical skills to be able to provide analysis with sales reporting
  • Excellent organizational, attention to detail, and follow through skills
  • Global knowledge a plus
  • Time Management is a must. The ability to prioritize well is very necessary. Job requires the ability to handle several different tasks at a time and meet deadlines on time
  • Stability and composure under pressure are needed especially when dealing with internal customers that might be anxious/frustrated to deliver their request or solve the problem
  • Self-motivation and ability to work independently as well as with a team
  • Excellent communication skills necessary to accurately voice the story behind the data
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Control Reporting & Analysis Resume Examples & Samples

  • Data analysis to provide value added management information
  • Entity, regulatory and accounting supervision
  • Operational risk controls (e.g. SOX, Incidents, End User Computing)
  • Providing guidelines for procedure documentation
  • MIS reporting and metrics
  • Planning and assisting with governance meetings (Inventory Valuation Review / Independent Price Verification / Product Valuation Working Group)
  • A recognised professional accountancy or financial qualification
  • Extensive control, audit, MI reporting or related experience required
  • Lateral thinker with excellent analytical, planning, organising and problem solving skills
  • Excellent planning & organising skills
  • Experience working with multi-location and multi-cultural environments with the ability to engage and influence across regional teams
  • Solid control mindset
  • High level of integrity and accountability with a solid sense of urgency and results-orientation
  • Risk and/or product knowledge required
57

Reporting Analysis & Metrics Commercial Business Manager Level Resume Examples & Samples

  • Oversight of Global Operations Location Strategy program
  • Annual Budgeting and Quarterly Forecasting Process and Reporting
  • Forward looking Financial Expense Projections
  • Operations Capacity Management and Reporting
  • Sharp analytical skills and attention to detail
58

Reporting & Analysis Senior Manager Resume Examples & Samples

  • To provide and ensure the visibility of OM’s S&D performance throughout all distribution channels (Direct/Indirect) includes Distributors/Dealers/POS and other channels, through reliable Business Intelligence system. The output shall be use as business intelligence information that will be feed into S&D Management team for business decision making
  • Responsible for driving the end-to-end S&D Business Intelligence system development and enhancement as well as any other reporting system required within S&D
  • To act as an interface and contact point within S&D to related stakeholders, representing S&D interest in bring BI system up-to-date with S&D business requirement
  • Act as an SME within S&D to provide input/opinion to internal S&D stakeholder of BI system capability andto improve efficiency and effectiveness of S&D operation
  • Responsible for all BI analysis, communicate results to key stakeholders in order to support informed business decision by providing in-depth analysis and recommendations
  • Ensure current and future data and software requirement are met to provide accurate decision support to the business
  • Minimum 10 years of working experience in the FMCG, retail or related field
  • Experience in the telco or managing mass distribution network and start up business would be an added advantage
  • Good communication and writing skills
  • Strong Analytical and Presentation skills
  • Minimum a degree holder in Statistic, economic or business administration
59

Hcra-delivery & Support Reporting & Analysis Resume Examples & Samples

  • Provide key analytic insights and recommendations based on identified trends
  • Think critically about human capital data to help formulate appropriate and unique solutions
  • Partner with SDM to review processes, develop and implement recommendations for creating efficiencies and enhancing reporting to meet business and client needs
  • Understand reporting needs of the organization specifically related to HR Functional areas and how they integrate across the various functions
  • HR Reporting or Management Reporting role, including demonstrated experience of managing senior business partner relationship while working across countries/regions/geographies
  • Ensure satisfactory Risk and Control review against any and all processes performed by the group
  • Very high degree of demonstrated talent management capabilities
  • Demonstrable experience of influencing and leading across a matrix organization
  • Proficient in MS Excel, Access, and MicroStrategy and Business Objects
60

Reporting & Analysis Rep Resume Examples & Samples

  • Ability to demonstrate Intermediate PC Proficiency -- Manage email (create folders, change user options) -- Download and install files (fonts, drivers, etc.) from internet sites; open, complete and save/print internet forms -- Perform mail merges Able to demonstrate intermediate knowledge of MS Word or equivalent -- Insert images -- Create and manage tables and columns -- Edit headers/footers -- Create forms -- Create and manage multiple sections
  • Able to demonstrate intermediate knowledge of MS PowerPoint or equivalent -- Open and create basic presentations -- Open saved -- Print using different options
  • Able to demonstrate intermediate knowledge of account-relevant applications -- Adobe Acrobat -- File conversion or graphic arts applications ) Able to demonstrate basic knowledge of network (e.g., how to add or delete a network printer)
61

Cross Business Reporting & Analysis Team Audit Manager VP Resume Examples & Samples

  • Perform deep dives on new or changing risks to provide an assessment of changes to audit’s risk assessment, scope coverage, or training/awareness
  • Provide risk analysis of different risk categories and top down topics for use by risk category and top down topic owners
  • Present risk topics to audit management at monthly team lead meetings and other audit management groups
  • Serve as the Reporting & Analysis representative for a designated LOB and/or Region to work on multi-discipline topics and projects
  • Work on the design and build-out of the emerging risk framework to enable audit to meet its OCC’s Heightened Standards of Internal Audit
  • Support of ad hoc projects assigned by the Research & Analysis manager
  • Assist more senior members on the team in production and transfer of established deliverables to relevant internal parties
  • Contribute to the enhancement of internal analytical tools
  • Knowledge of consumer banking, commercial banking, asset management, or investment banking business and additional specialized expertise (e.g. accounting, finance, AML, Basel, credit, cybersecurity, etc.), usually acquired through an advance degree program or certificate and related work experience, is required to develop and provide risk analysis services to audit
  • Analytical and problem solving skills are required to understand and provide audit solutions for risk topics
  • Strong communication and presentation skills are required for reporting findings to audit management
  • Minimum of 5 years of experience in a financial services organization, consulting firm, internal audit, risk or similar industry
  • Professional designation or advance degree is preferred (e.g., PRM, FRM, CFA, CPA, Esq.)
  • Prepared to travel occasionally
62

Associate Finance Director Reporting & Analysis Resume Examples & Samples

  • Provide the overall strategic direction of the Center of Excellence Reporting and Analysis function in the production and delivery of all standard and ad-hoc reporting updates, presentation materials; and profitability analysis
  • Accountable to make the final Center of Excellence decisions and recommendations to ensure quality, delivery and documentation of all the deliverables
  • Provide detailed feedback, insight and recommendations to the business on its financial performance, focusing on key drivers including profitability models, trends, and analytical needs
  • Manage workload capacity and bandwidth of Center of Excellence; deploy resources to ensure the quality and timely delivery of services
  • Provide insights on promotional offers on return of customers, customer lifetime value, and volume lift and/or churn reduction to define and execute action plans Accountable for the profitability models and analysis of benchmarking on a monthly, quarterly, yearly, and ad-hoc basis
  • Present and communicate to all levels of the business
63

Senior Manager Economic Capital Reporting & Analysis Resume Examples & Samples

  • The incumbent will be responsible for working with the business lines and related Finance support units to create a deeper understanding of the attributed capital requirements of the business line and the underlying drivers of attributed capital. As such the incumbent should have a strong understanding of the business activities of each division
  • This responsibility extends to ensuring completeness and accuracy of reporting through quarterly and year end activities. The incumbent will also identify areas for improvement in the capital attribution process and develop recommendations to implement changes
  • Engage with the various business units, in particular those in International Banking, to promote the use of attributed capital as a key metric for profitablility analysis and ensure alignment with the Bank's overall profitability targets. This will require development, coordination and consultation
  • Responsible for understanding the Bank's ICAAP requirements and assisting relevant business units with development and execution of their own individual ICAAP programs to meet their local regulatory requirements. This will require an understanding of industry best practices and providing advice and counsel to the individual units
  • Where required, leading and coordinating initiatives with other areas in Capital Management (i.e. Regulatory Capital Reporting) to ensure business line allocation is consistent with the all-Bank approach
  • On a quarterly basis, provide support for the calculation and preparation of attributed capital metrics for the business lines
  • Work with GRM and IT&S towards improving management reporting as part of the Bank’s overall MIS program initiative
  • Attention to detail and the ability to work under pressure to meet tight deadlines
  • Good communication skills both oral and written (english and spanish)
  • Preferred 5+ years' experience in the Finance area of a major financial institution
  • Knowledge of Scotiabank EGL, and Risk Reporting Systems and Processes will be a plus
  • Self-motivated individual with good organizational and time management skills. Prior experience in business line Finance within the bank
  • Understanding of the Basel III framework and OSFI’s CAR Guidelines including ICAAP requirements
  • Knowledge of the Bank’s key products and related reporting systems
64

Reporting & Analysis Associate Resume Examples & Samples

  • Be detail-oriented, self-motivated and able to handle multiple tasks in a fast paced environment
  • Be able to prioritize and manage to deadlines
  • Be able to work well as a member of a team
  • Demonstrate leadership in area of expertise
  • Be able to collect and collate appropriate input for use in reports
  • Under the supervision of management lead the design and development of monthly and ad hoc reporting
  • Supports corporate and departmental strategy by tracking and reporting progress
  • Participate in projects as assigned
  • Ensures the appropriate processes, systems and controls are in place to support transparency
  • Business awareness and numerical ability
  • Must possess good communication skills
  • Willingness to adhere to all principles of confidentiality
  • Ability to show initiative, good judgment, and resourcefulness
  • 5+ years experience ideally within Financial Services or Technology Industries
  • Proficiency with Microsoft Office products
  • Possess analytical skills
  • Have a strong attention to detail
  • Budget Management
65

Operations Analyst Business Reporting & Analysis Resume Examples & Samples

  • Assist in the administration and maintenance of all required and relevant business reporting as it relates to sales, payroll, operational & capital expense, and inventory for corporate retail banners
  • Assist in the development and maintenance of annual department expense forecasting and spending against budgets, providing analysis and recommendations for adjustments and actions by period
  • Generate ad hoc payroll, sales, and inventory reports for the Senior Operations management team, District Managers, and stores
  • Work with Operations Manager – Reporting and Analysis to provide analysis, action recommendations and outward forecasting to Senior Operations Management and Field team for all sales and payroll trending by period and on an ongoing basis
  • Collaborate in the development of any ad hoc financial reports and analysis as required by Sr. Management
  • Monitor business trends weekly and provide timely business intelligence on operational performance to ops team for action and adjustments as required
  • Liaise with finance department with regards to tracking of operational and capital expenditures
66

Director, Global Reporting & Analysis Resume Examples & Samples

  • A minimum of eight (8) years of experience in Financial Operations roles
  • A minimum of six (6) years of experience in Microsoft Word, PowerPoint, Excel and Access Database
  • A minimum of six (6) years of experience working in various financial systems
  • A minimum of six (6) years of experience analyzing and interpreting financial data
  • A minimum of six (6) years of experience being innovative by creating new analysis, spreadsheets, or reporting tools in a previous work environment
  • A minimum of six (6) years of previous managerial experience
  • A minimum of six (6) years of experience presenting key findings and key analysis to executive leadership
  • A minimum of one (1) year of experience in the Hospitality industry
  • Proven ability to deal with large volumes of data in multiple currencies
  • Proficient in Financial Reporting skills and able to quickly learn new programs and train others
  • Ability to analyze departmental financial data
  • MA/MS Master’s Degree
  • A minimum of ten (10) years of hotel experience, with a mix of experience from Operations Finance, Business Intelligence, Financial Analysis, and Operations Support roles
  • A minimum of eight (8) years of managerial experience
  • A minimum of six (6) years of in-depth experience with Hyperion Planning, Essbase, and PeopleSoft
  • ACA, CIMA, or ACCA
67

Manager, Portfolio Reporting & Analysis Resume Examples & Samples

  • Based on input from all key users, streamline the reporting process for portfolio projects, the collision calendar as well as other ad hoc analyses as required
  • Publish reporting on a stated, regular cadence to support the various categories within Cox’s Development Portfolio and key programs. The portfolio reporting should include robust, insightful analysis through meaningful variance analysis for all aspects of the portfolio; health (schedule, scope budget, return), financial, risks and issues
  • Produce summary and value-added reports which provide transparency to the activity within the portfolio in a manner useful to executive stakeholders
  • Aggregate and distill weekly collision calendar data in preparation for calendar reporting. The calendar reporting will include insight into volumes, organizational impact and potential geographic/local market collisions
  • Expertise in appropriate data visualization based on the audience need. A variety of tools should be utilized as necessary; Microsoft Excel, Microsoft PowerPoint, Microsoft Access, SharePoint and/or desktop data visualization among others
  • Manage and participate in various special projects central to improving analytical tools, and management decision process
68

BC&I Reporting & Analysis Resume Examples & Samples

  • The role is critical in supporting Barclays’ and BC&I’s ExCo in achieving its financial objectives
  • Leading the BC&I coordination and preparation, interpretation and communication of high quality, insightful reporting and decision-focused analysis of the actual and current year projected financial performance of BC&I and its businesses
  • Preparing the commercial reports delivered to the BC&I CFO, weekly CFO meeting, the weekly Finance Committee, as well as the BC&I and business disclosures of Barclays external reporting
  • Lateral partnering and stake holder management through effective partnering with business and function CFOs and their teams, and a deep understanding of the bank
  • Proactively seeking insights and developing ‘so-what’ discussion materials that drive value and strategic objectives
  • The role will be critical in establishing the BC&I data model and associated process flows via an appropriate and proactive link to Group Reporting and managing all upstream reporting and processes (including the Weekly Financial Review)
  • Go-to person for all management reporting, including BC&I level cost analytics for Barclays ExCo
  • Leveraging business knowledge to run BC&I wide and global processes in forecasting and management reporting
  • BC&I wide coordination of the collection, consolidation and interpretation of actual and projected financial performance for BC&I and its businesses, including regular analysis against competitor performance(BAU and proactive delivery)
  • To analyse performance, in the context of Barclays financial objectives, and pro-actively provide senior management decision-focused reporting and support to optimise outcomes
  • To provide reporting and analysis to FinCom, ExCo, RemCo and the Board and also present performance updates to the FinCom
  • To have a pro-active awareness of short-term and strategic developments in the BC&I, businesses and regulatory and market environment in which Barclays operates, which may have an impact on performance or reporting and propose and provide solutions as required
  • To produce proactive and ad-hoc analytics concerning current year financial performance, in support of the Group Finance Director and their wider team, in delivery of financial objectives and driving value across BC&I
  • To partner business CFO teams in understanding the wider BC&I financial performance context and objectives, and how their businesses contribute
  • Qualified accountant with proven and relevant experience
  • Understanding of Financial Services sector
  • Strong business/financial management with strong analytical and creative problem solving skills
  • Very strong communication/relationship management skills
69

Manager Global Finance Expense Reporting & Analysis Resume Examples & Samples

  • Prepare quarterly and monthly reporting on assigned Canadian Banking statutory and business line expenses in support of Blue Book deliverables
  • Perform reasonability review of statutory expense reporting
  • Review, analyze and prepare statutory journal entries, ensuring accuracy and completeness
  • Perform analysis of variuos variances between actual expenses for Canadian Banking direct units and support groups to ensure accuracy and completeness and understandings of significant transactions
  • Develop Distribution Channel and Product group subject matter expertise including direct unit allocations to external partners
  • Communicate with individuals in various business units during monthly and quarterly close and on an ongoing basis
  • Respond to queries from senior management and participate in the investigation and resolution of reporting issues
  • Support Senior Manager in efforts to enhance expense reporting and analytical processes
  • Co-ordinate the reporting processes with other Manager of Expense Reporting
  • Support the annual business line rule set up and chart of account (COFA) management processess
  • Identify issues and make recommendations with a focus on process improvement
  • As required perform adhoc, value added analysis in support of assigned Canadian Banking Distribution Channels and Product team relationships
  • Act as a prime liaison with assigned CB Direct Units, whilst building strategic relationships to provide financial support
  • Provides coaching and training to colleagues and business partners on expense management processes
  • Good user proficiency with computer applications, Microsoft Excel, Word, PowerPoint, Smartview and any other financial tools
  • A solid understanding of financial and management reporting principles; knowledgeable of the Bank’s products, operations and procedures
  • Strong communication skills (listening, documentation, and presentation skills) and the ability to work effectively in a team
  • A good understanding of elements of effective control over integrity and completeness of financial reporting; attention to details
  • Highly flexible, detail-oriented, and able to cope with changing priorities and to multi-task under tight deadlines, and deliver with a great amount of accuracy and completeness
70

Director, Global Reporting & Analysis Resume Examples & Samples

  • A minimum of four (4) years of experience in Financial Operations roles
  • A minimum of four (4) years of experience in Microsoft Word, PowerPoint, Excel and Access Database
  • A minimum of four (4) years of experience working in various financial systems
  • A minimum of four (4) years of experience analyzing and interpreting financial data
  • A minimum of four (4) years of experience being innovative by creating new analysis, spreadsheets, or reporting tools in a previous work environment
  • A minimum of four (4) years of previous managerial experience
  • A minimum of four (4) years of experience presenting key findings and key analysis to executive leadership
71

Manager, Safety Reporting & Analysis Resume Examples & Samples

  • Manage the Group safety reporting processes, including Air Safety Reports, Ground Operations Reports, Ground Handling Reports, and FOCUS reporting
  • Oversee maintenance of existing database and business interface tools
  • Lead and/or support transition efforts to Bristow Group’s next generation Safety Information System
  • Develop trending and analysis that support action and decision making that leads to safety improvement, including
  • Monitor safety performance indicators and communicate operational safety trends through standard and ad hoc reports to all levels of the organization
  • Assist the Regions with data-driven development of annual safety performance goals
  • Support the Bristow Safety Performance Review process
  • Provide safety information outputs to external stakeholders, including Manufacturers, Clients, Regulators, and HeliOffshore
  • Manage the generation and circulation of “Lessons Learned” publications
  • Support Accident and Event Risk Classification assessment
  • Liaise with, and support, Regionalsafety teams in their identification and analysis of safety data
  • Represent Bristow onindustry groups and initiatives that support industry safety improvement
  • Develop and support analytic talent and products across the Bristow Group
  • Bachelors or advanced degree in Aviation Safety, Aviation Management, or similar field of study
  • Formal coursework and/or direct experience in operations research, inferential statistics, statistical process control, or similar methodologies for identifying and analysing trends and risk
  • A minimum of 5 years operational experience in rotary or fixed wing aviation (e.g., Flight Operations, Engineering, Safety Management)
  • A minimum 5 years operational experience in aviation safety in the capacity of an aviation safety/operations specialist or safety/operations data analyst
  • Demonstrated success in aviation operations research and analysis
  • Familiarity with a variety of COTS data analysis and business interface software
  • Extensive knowledge of safety management systems (SMS) and formalized SMS training
  • Safety investigation training and experience
  • Working knowledge of risk management principles, techniques, and modelling tools, including Bow-Tie risk analysis methodology
  • Familiarity with aviation safety classification systems (e.g., ECCAIRS, HFACS, etc.)
  • Team management experience
  • Powerful data analysis and reporting skills
  • High level of proficiency with data analysis software programs
  • The ability to translate operational risks into research questions that can be answered through quantitative and qualitative analysis
  • Aptitude in learning and successfully using legacy data systems and business interface tools
  • Exceptional oral, written, and graphical communication skills
  • Ability to manage workload and prioritize tasking
  • Understands the need for integrity
  • Strong communication skills with the ability to articulate, summarize, and present information clearly to audiences with different backgrounds and at different levels of the organization (specifically at senior level) and external stakeholders
  • Approachable to both internal and external staff members
  • Ability to negotiate and influence
  • Ability to interface well with leadership, management and internal and external clients in a diplomatic manner
  • Ability to weigh alternatives, considering both short and long term effects and then being resolute in the decisions they make
  • Highly collaborative, works with all stakeholders to deliver results and keep others informed
  • Ability to manage priorities and focus on the key issues
  • Ability to assign tasks and responsibilities to others in a fair and consistent manner; provides clear instruction and direction
  • Ability to promote tolerance and inclusion among diverse groups and recognition of multiple views
72

International Finance Sales Reporting & Analysis Manager Resume Examples & Samples

  • Overall responsibility for the preparation & co-ordination of the monthly Sales Reports and NPD trackers for the exec and senior managers
  • Ad-hoc financial analysis and Sales reporting for Exec
  • Ensure the quality of the Retail sales reporting data, and reduce reporting leadtime
  • Standardise Sales reporting across the organisation
  • Continually assist the IFPA department with the development of improved internal controls
  • Support production and financial review of business cases for allocated business areas
  • Proven experience of working within a Finance, IFP& A or Audit environment
  • Previous experience of working with consolidated accounts in a multinational/multicurrency environment with fully integrated ERP system
  • Strong experience of managing database systems
  • Experience of presenting complex analysis in a structured and clear way – verbally, in writing and for presentations
  • Previous experience of financial reporting
  • Sound understanding of L’Oréal Group norms would be advantageous
  • Previous experience of working to tight financial reporting deadlines
  • Sound knowledge of MS Office. Expert knowledge of excel essential
  • Ability to negotiate and influence key business stakeholders at all levels
  • Attention to detail with a strong analytical and problem-solving ability
  • Excellent project management and implementation experience
  • ACCA, CIMA, ACA qualified or equivalent
73

Fixed Asset Reporting & Analysis Manager Resume Examples & Samples

  • Ensure compliance with regulatory and financial reporting requirements
  • Review asset types with the Directors of Capital Assets and Tax and ensure the asset types are coded correctly in BNA
  • Define new asset types when circumstances warrant and ensure the information is communicated to the appropriate personnel
  • Review fixed asset addition JE's, disposals and transfers JE's for proper documentation
  • Maintain depreciation and asset retirements for all fixed assets using BNA (GAAP, Fed, State, State No Bonus, E&P)
  • Review reconciliations of the fixed assets balances to the general ledger and approve fixed asset account reconciliations in Blackline
  • Prepare and/or review monthly asset account roll-forwards for each book (GAAP, Federal Tax, Federal AMT, State Tax, and E&P), each property, and on a consolidated basis
  • Ensure that Fixed Asset records for gaming assets match the records maintained by the gaming teams
  • A Bachelor’s degree with a major in Accounting is required, and 3-5 years of progressive work experience is desired, preferably including experience in audit or tax public accounting and/or project job cost and/or fixed assets accounting
  • Excellent verbal and written communication skills are necessary, complemented by sound administrative skills
  • Advanced proficiency in Microsoft office applications, particularly Excel pivot tables
  • Experience in using querying and reporting tools for ad hoc reporting is helpful
  • Basic knowledge of the Sarbanes Oxley Act and its impact on data security and change management controls
  • Our current suite of Financial Software Applications and data tables includes LMS, Infogenesis, Micros, ATI, ACSC, BNA, and Blackline, and knowledge of them would be helpful
74

Front Office Reporting & Analysis Resume Examples & Samples

  • Undergraduate / Bachelor degree in Business Management, Accounting, Performance Management from a Top Tier international Business School or equivalent university
  • Perfect fluency in English
  • Advanced IT knowledge (Excel, data analysis/query) , strong VBA skills are a plus
  • Clearly exhibited analytical, logical and decision making capabilities
  • Autonomous, capable of initiatives, multi-tasking, fast-learner, pro-active
75

Reporting & Analysis Executive Resume Examples & Samples

  •  Minimum 1 year experience on executive role in FMCG company
  •  University degree in Marketing or related field
  •  Good command of written and spoken English (Knowledge of Russian is an advantage)
  •  Good reporting & analytical skills
  •  Advance Excel skills ( Ability to work with Macros)
  •  Good communication skills, team-oriented, good influencing skills
76

Senior Analyst of Government Price Reporting & Analysis Resume Examples & Samples

  • Accurately support, maintain and report all required government price metrics to the appropriate federal and state authorities, on a timely basis, consisting of, but not limited to
  • Bachelor’s degree required (Master’s degree or MBA a plus)
  • 3-5+ years of pharmaceutical / biotech experience
  • Strong organizational, analytical and communication skills
  • Understanding of the current healthcare landscape
  • Excellent verbal and written communication skills
  • Ability to work collaboratively with cross-functional teams
  • Proficient in Microsoft Excel, Word, Visio and PowerPoint (Access a plus)
  • Experience with Revitas or iMANY suite of products is a plus
77

Consultant Reporting & Analysis Resume Examples & Samples

  • Finalize standard reporting (e.g. template updates, charts), presentation materials; and profitability (costing) analysis
  • Prepare in-depth analysis and insights of Corporate, Business Unit and Corporate Shared Services teams as defined by the Service Delivery team
  • Consult with the Service Delivery, Corporate, Business Unit, and Corporate Shared Services teams to develop profitability (costing) models
  • Integrate final cost drivers and allocation methods into profitability (costing) tools, models, and/or templates
  • Analyze risks and opportunity considerations and develops insights to guide executives on business decisions
  • Provide final commentary and business insight for inclusion in business performance reviews as well as final development of resolutions to business performance issues
  • Adhere to profitability guidelines and drive the execution of the process
  • Address advanced capital needs, profitability analysis, specific sensitivity/trending/NPV analysis, and metric related information
  • Identify updates to possible scenarios, associated risks and opportunities around business performance
  • Communicate with stakeholders in a clear and concise manner
  • Monthly/quarterly reporting and cause of change analysis for a portfolio of products
  • Measure actuals against budget & forecasts
  • Build financial materials and deck support for executive management
  • Ad hoc revenue reporting
78

Senior Manager, Global Reporting Analysis Resume Examples & Samples

  • A minimum of four (4) years of experience analyzing and interpreting financial data in Financial Operations roles
  • A minimum of four (4) years of experience in Microsoft Word, PowerPoint and Excel
  • A minimum of two (2) years of experience presenting key findings and key analysis to executive leadership
  • A minimum of two (2) years of managerial experience
  • MA/MS Master’s Degree in Business Administration
  • A minimum of four (4) years of in-depth experience with Hyperion Planning, Essbase, and PeopleSoft
  • A minimum of two (2) years of Hospitality Industry experience, preferably with a mix of Operations Finance, Business Intelligence, Financial Analysis, and/or Operations Support roles
  • A minimum of two (2) years of experience of using Tableau or other business intelligence software tools to analyze financial and operational results and create reporting tools
  • Knowledge of U.S. GAAP, UK GAAP, and IFRS
79

Fixed Income Loan Reporting & Analysis Manager Resume Examples & Samples

  • Oversee processes relating to regulatory reporting for the Institutional Securities lending portfolio including SEC 10-Q/K, CCAR, FR Y-9C and FFIEC 041
  • Assist in the design and development of management reporting relating to the ISG loan portfolio
  • Operate in the overall execution and continued improvement of control frameworks
  • Participate in loan related strategic projects representing global loan product controllers
  • Initiate process reengineering, improving efficiency, and working with IT on improving systems for loan related initiatives
  • Manage ad-hoc requests from the ISG Global Loan Controller, business unit and other key clients
  • 3-6 years experience
  • Background in capital markets and/or financial services
  • Strong analytical skills, detailed oriented and multi-tasker
  • Demonstrates ability to work independently
  • Familiarity with general ledger, sub-ledger and other systematic accounting systems
  • Capable of summarizing complex accounting and/or reporting results in succinct, plain English
  • Comfortable presenting to large groups and/or individuals of seniority
  • Good written work product
  • Understanding of control frameworks
80

Associate Director Reporting & Analysis Resume Examples & Samples

  • Provide the overall strategic direction of the Center of Excellence Reporting and Analysis function in the production and delivery of all standard and ad-hoc reporting updates, presentation materials; and profitability analysis
  • Accountable to make the final Center of Excellence decisions and recommendations to ensure quality, delivery and documentation of all the deliverables
  • Optimize the service delivery of standardized reporting and/or on a monthly/quarterly/yearly and ad-hoc basis
  • Provide detailed feedback, insight and recommendations to the business on its financial performance, focusing on key drivers including profitability models, trends, and analytical needs
  • Manage workload capacity and bandwidth of Center of Excellence; deploy resources to ensure the quality and timely delivery of services
  • Provide insights on promotional offers on return of customers, customer lifetime value, and volume lift and/or churn reduction to define and execute action plans Accountable for the profitability models and analysis of benchmarking on a monthly, quarterly, yearly, and ad-hoc basis
  • Partner with Business Process & System Improvement to integrate tools and technologies to produce the reports and analysis
  • Manage the employee life cycle processes (Recruiting, Performance, Development, Career and Compensation). resent and communicate to all levels of the business
81

Director, CRM & Reporting Analysis Resume Examples & Samples

  • Develops product positioning, pricing, & strategies from ideation through commercialization
  • Aligns management to seasonal and overarching plans
  • Analyzes retail trends, competitive lines, category pricing, and research data
  • Identifies opportunities and implements plans for line extensions and new introductions
  • Maximizes profitability of assigned product lines and programs
  • Knowledge, understanding and execution of NPD stage gate process
  • Leads cross-functional teams including members from sales, marketing, R&D, supply chain, manufacturing, and finance in the development of new products
  • Develops and manages project time lines & coordinates appropriate details
  • Creates and proofs sales/marketing collateral. Organizes and plans for photo shoot needs
  • Shares in the hiring, training, and management of a Merchandising Assistant
82

Senior Finance Reporting & Analysis Mgr Resume Examples & Samples

  • Oversee and manage the continued development of Budgeting, Financial Forecasting and Modeling tools
  • Drive the financial quarterly forecast, annual budget and outlook processes
  • Implement and work with Business Intelligence Tools and Dashboard reports
83

Reporting & Analysis Technology Analyst Resume Examples & Samples

  • Delivering routine and ad-hoc reporting and analysis timely and effectively
  • Maintaining accountability for status reporting, and work planning
  • Preparing and populating Planning and Forecasting templates
  • Assisting in special projects assigned by the Manager
  • Automating high-volume, repeatable tasks using VBA and MS-Access
  • Ability to leverage and develop new automation tools and techniques
  • Effectively communicate advantages, disadvantages and potential risks of different approaches
  • Automate high-volume, repeatable tasks using VBA and MS-Access
  • Able to leverage and develop new automation tools and techniques
  • Exposure to databases like SQL server
  • Demonstrated accomplishments in the following areas
  • Financial Planning, Reporting, and Analysis
  • Data management
  • Proficiency in VBA and MS Access
  • Must be a self-starter
  • Very high level of attention to detail is required
  • Proven experience with information management
  • Exposure to databases like SQL
  • Advanced knowledge of financial systems: SAP, Essbase, Excel, etc
  • Willingness to work in a 2PM