Reporting Manager Resume Samples

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PW
P Walker
Pierce
Walker
1177 Harvey Glens
Dallas
TX
+1 (555) 930 3095
1177 Harvey Glens
Dallas
TX
Phone
p +1 (555) 930 3095
Experience Experience
Boston, MA
Reporting Manager
Boston, MA
Doyle-Nitzsche
Boston, MA
Reporting Manager
  • Establishes and maintains format, structure and preparation process of reports to be provided to superiors and upper management
  • You will be responsible for regular reporting on the businesses performance and assisting with the forecasting process
  • Liaise with the Manager, Cost Control to ensure that the final financial reports and write-up are complete and that the information provided is accurate
  • Providing financial and analytical support to Finance executive management
  • Management of consolidation adjustments
  • Manage and develop three direct reports
  • Working with the global team to create consolidated secured and unsecured funding reporting and analytics
Houston, TX
Finance Reporting Manager
Houston, TX
Hodkiewicz, Hansen and Abernathy
Houston, TX
Finance Reporting Manager
  • Preparation and close of monthly accounts
  • Develop and publish control file results post month end close
  • Mange and publish the control file as budgeted
  • To identify and suggest Finance system improvements for best practise
  • Certify the effective operation of the controls process , and presenting to auditors for s404 testing in Q3 and Q4 reporting actual v plan
  • To undertake a quarterly review of the financial controls
  • Manage the statutory accounts and manage the internal Sarbanes Oxley audits plus external audit
present
Boston, MA
Accounting & Reporting Manager
Boston, MA
Thompson, Swaniawski and Johnson
present
Boston, MA
Accounting & Reporting Manager
present
  • Managing day-to-day accounting
  • (10) Prepare periodic internal revenue reports to the Region Finance, Corporate Accounting and Sales Leadership
  • Ensure compliance with Russian accounting legislation, Finance manual and other policies and procedures, as well as strong controls and procedures (post-ICE initiative) are developed to cover processes in charge, to be executed by the team in efficient way, to minimize risks of inaccurate or non-timely transactions or fraud. Lead the implementation of global standard processes (Golden processes)
  • Develop the team through PDP process (70-20-10), with the focus on coaching, feedback and participation in different projects in line with Functional Activity Blueprint (FAB), such as strategic cost management (SCM), integration to C@MTT, OneNAV implementation, new geographies coverage (Belarus, Kazakhstan, etc.), local production of WET support, etc
  • Accounts reconciliations and all billing related reporting
  • Handle general ledger and month-end and year-end closing
  • Periodically prepare, get approvals and submit accurate financial statements in accordance with Mars GAAP, with supervision for 2 Russian legal entities and Belarus entity. Address issues or uncertainties to Corporate FP&A or Corp. Accounting (McLean) in effective and efficient way, to facilitate resolution
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Brigham Young University
Bachelor’s Degree in Finance
Skills Skills
  • Capable of balancing multiple projects with strong ability to properly delegate and meet deadlines
  • Detail-oriented with excellent organizational skills
  • Excellent written, verbal presentation skills (English) with demonstrated ability
  • Strong knowledge of crystal reports/business objects, SAS or similar reporting suite
  • Excellent written, verbal, and interpersonal skills with the ability to interact with people at all levels of the organization. Ability to organize thoughts and present information in an informative, relevant and concise manner to internal and external stakeholders
  • Financial knowledge such as understanding of General Ledgers and Profit Loss Statements
  • Strong attention to detail
  • Experience with data management principles and processes and robust familiarity with various data analysis and reporting tools such as: MS Access, MS Excel, Peoplesoft Query, Webfocus, Essbase, INEA, Progress, etc
  • Convey a strong professional image, exhibit interest and positive attitude toward all assigned work
  • Professional demeanor and strong communication skills, both written and oral
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15 Reporting Manager resume templates

1

Corporate Forecast Reporting Manager Resume Examples & Samples

  • Provide management with informative, insightful, relevant and accurate financial information that is aligned with our organization structure
  • Present emerging financial issues effectively for executive consumption and decision-making, utilizing graphical presentation to convey key points regarding financial performance
  • Provide management with insight into the business drivers providing actionable management information
  • Exercise objectivity and independence in order to effectively challenge the business forecast and plan
  • Successfully partner with the segment CFOs/SFOs, Corporate Functions Services (CFS), Controllers, and other areas to implement enhanced financial reporting processes
  • Support the reporting processes and presentations for monthly consolidated results, monthly senior leadership team forecast packages, periodic Board of Directors presentations, and annual presentations for both Long-term Strategic Planning and Annual Planning
  • Perform ad hoc requests for reporting and analysis
  • Excellent financial analytical skills and verbal/written communication skills
  • Excellent PowerPoint presentation skills and ability to summarize and present financial performance information to executives in an influential manner
  • Ability to work independently, demonstrating ability to identify and resolve problems
  • Ability to coordinate across the various stakeholders in the Business Segments and Functions
  • Knowledge of
  • Extreme attention to detail balanced with creativity on how to present information in an impactful manner
  • Hyperion Planning, SmartView and Essbase systems knowledge
2

CIB F&bm-operations / Reporting Manager Resume Examples & Samples

  • Manage the Program Management Office to ensure proper governance on programs, delivery and milestone reporting
  • Deliver executive-level business reviews and reporting to senior management in partnership with the Finance & Business Management team
  • Drive the Communications Agenda and define the framework for CIB Technology
  • Manage the Approval Process workflow to ensure consistency and proper controls
  • Identify and implement best practices to improve efficiencies in how we operate
  • 10 years of relevant industry experience leading a program management office and delivery management
  • Ideal experience/background in technology and/or operations – i.e. operating procedures, operating model design, strategy
  • Excellent written and oral communication skills - as well as strong influencing and relationship management skills
  • Must be a confident leader -- possessing a strength of personality and intellect to gain the respect of demanding business heads and senior finance management team
3

Risk Analytical Reporting Manager Resume Examples & Samples

  • Coordinate daily, weekly, monthly model output uploads and financial forecast updates to the reporting platform
  • Develop CCAR reporting best practices, procedures and standards across CCB
  • Develop detailed roadmap to implement best practices across CCB and comply with regulatory guidelines by January 2016
  • Partner with the modeling, finance, accounting, control and IT teams to ensure timely delivery of the projects
  • Constantly monitor and report on progress to all stakeholders
  • Proven experience in people management
  • Proven experience in strategic planning
  • Proven experience in change management
  • Proven experience working across multiple lines of business in a rapidly changing environment
4

Subsidiaries Reporting Manager Resume Examples & Samples

  • 8 - 10 years of experience of consolidation reporting experience, in financial services preferably with a combination of Big 4 accounting firm and investment banking service
  • Solid experience in preparing and reviewing Consolidated Financial Statements under IFRS and U.S. GAAP
  • Experience in financial and banking products
  • Experience in dealing with implementation of financial reporting systems, front to back feeder systems, accounting policies and accounting for new products
  • Advanced knowledge in MS Access, Excel, Word, PowerPoint, and Business Objects
  • US regulatory reporting experience a plus
  • Strong communication and organizational skills and ability to interact with UBS senior management on various committees, quarterly Board Meetings, and manage audits
  • Ability to manage and lead a team of professionals, including remotely
  • Strong documentation and organizational skills – ability to document work in a clear and proficient manner and be capable of multitasking on numerous responsibilities, while remaining organized
  • The ideal candidate should be motivated, detail oriented, team worker, and has the ability to work in a fast paced environment
5

MIS Ops Reporting Manager Resume Examples & Samples

  • Analyze all Operational Metrics including: MIS data utilized for Operational Reporting o Ongoing review of actual productivity and forecast modeling; All relevant Operations reporting
  • Compile, maintain, and distribute AML Americas management reporting including: Daily Reporting – compile and report all work coming in and completed; Weekly Reporting – compilation of above Daily Report covering each calendar week of work; Monthly Reporting – Monthly Report package compilation of Daily Report covering every calendar month for each line of business in multiple formats; Develop consistent Global reporting methodology to solution, standardize, and automate all Global reports (Qlikview, Business Objects, etc.)
  • Manage Team of MIS Operations Reporting Support Analysts
  • Validate accuracy of data to identify any possible issues or concerns
  • Ongoing enhancement of Metrics in order to mitigate money laundering risks to Citi
  • 5+ yrs business experience
  • 3+ years experience in metrics reporting or equivalent
  • Previous Team Lead/Supervisory experience required
  • Experience with modeling and workflow design
  • Promote quality, accuracy, and accountability
  • Excellent knowledge of Microsoft Office – particularly Excel
  • Visual Basic, SQL, and Toad knowledge a plus
  • Self motivated, dynamic team player assisting metrics team to strengthen Global reporting
  • Ability to be agile in a fast paced and complex work environment
  • Perform under minimum supervision
6

Federal Reserve Reporting Manager Resume Examples & Samples

  • Support the reporting process for Fed forms FR Y-11 and FR 2314 for non-consolidated entities, across all impacted business units, as required under Bank Holding Company guidelines
  • Participate in daily team calls with functional management based in New York
  • Deal directly with multiple controller groups globally in relation to Annual/Quarterly filings to: answer questions, assist with issues, and monitor progress against filing deadlines
  • Assist in the review of the trial balances and templates received from the various global controller teams to ensure consistency in accounting treatment on the Fed forms
  • Assist in the review and clearing of the edits/validation checks in the Firm’s Fed reporting system
  • Submit final Fed forms to the regulator via the Fed web-based portal
  • Liaise with the key stakeholders and data providers to plan quarterly/annual variance explanations for internal control and signoff purposes
  • Assist the senior manager by working through the various issues the controller teams face globally during the Annual/Quarterly reporting cycles which includes monitoring the filings, and researching accounting issues to ensure accurate reporting to the Fed
  • Track all the deliverables due from controller groups relating to FR Y-11 and FR 2314 qualified entities
  • Prepare monthly Reg W and FR Y-10 population reconciliations in the Merchant Banking database and allocation of new entities to the appropriate controllers
  • Review the internal Quantrix model to keep consistency with the guidelines stipulated by the Fed
  • Review and revise the policies and procedures for the FR Y-11 and FR 2314 processes when necessary and alert managers if there are any gaps in the process
  • Participate in IT development and testing for future enhancements for all the Fed reporting systems (MBA, Quantrix, Clarity and FinArch) and liaise with consolidated team when applicable
  • Assist in the legal entity IT initiatives and perform user’s acceptance testing for the nonconsolidated legal entities
  • Gather and consolidate formal responses for the audit team and regulatory exams and audit requests
7

Client Reporting Manager Chicago Resume Examples & Samples

  • The reporting manager is responsible for providing supervisory review of various reports, functions and online systems designed to mitigate risk and exposure to the firm
  • Oversees the activities of all Analysts, Specialists and other support staff at the site
  • Serve as a liaison between PB USA Relationship Managers, their clients, and vendor
  • Establishes and executes business plans in coordination with other key management
  • Plans, organizes, guides and ensures overall success of the reporting function in respective PB USA branch office
  • Recommends and implements changes in the reporting programs, policies and procedures
  • Plays a key leadership role at the site, leading functional reporting initiatives and supporting site-wide initiatives
  • Develops short and long-term reporting strategic plans, goals and objectives
  • Works in partnership with other departments to ensure the success of organizational initiatives and goals
  • Interfaces with firm management and financial areas on all regulatory issues
  • Ensures the availability of talent to achieve current and future reporting objectives
  • Resolves more complex reporting problems or issues where major clients are involved to bring closure to open issues
  • Ensures open lines of communication between internal and external customers
  • Acts as a liaison with technology group to determine requirements for existing and new reporting processes/systems
  • Participates in industry conferences and professional meetings in order to monitor industry developments
  • Acts as the firm’s liaison with key industry and regulatory groups related to operations activities
  • Recruitment and on-boarding of employees as necessary
  • Works in conjunction with reporting vendor to facilitate change, identify problem areas, manage financials and improve process of the vendors Consolidated Reporting platform
  • Oversees the production of consolidated reporting ensuring appropriate procedures and controls are in place for quality assurance of reporting
  • Bachelor’s degree required; At least 5 years experience at a management or supervisory level; 5 or more years of securities industry experience
  • Experience with developing strategies and policies
  • Strong negotiation, decision making, problem solving and analytical skills
  • Ability to think strategically and develop an understanding of the needs and styles of businesses supported
  • Knowledge of financial services industry, industry rules and regulations
  • Strong understand of performance measurement metrics
  • WealthTouch, Advent Axys & Advent APX
  • Ability to interface with all levels of Management
  • Excellent teamwork, interpersonal and conflict resolution skills
  • Ability to effectively prioritize and multi-task in a high-stress, high-pressure environment
  • Exceptional written, verbal communication
  • LI-SL1* *LI-SL1*
  • Microsoft product proficiency required (Access, Excel, PowerPoint)
8

Am-client Reporting Manager Associate Resume Examples & Samples

  • Lead a team responsible for preparing and mailing audit confirmation letters as requested by PB client’s auditors
  • Administer performance appraisals and provide positive and constructive feedback on an ongoing basis
  • Act as the escalation point for sensitive client issues, which involves working with the Front Office to resolve questions, investigate issues and develop a satisfactory response to the client's concerns
  • Partner with Client Service colleagues to prepare procedural guidelines for ‘Peak Season’ (Jan – Apr)
  • Responsible for interviewing, hiring & coordinating training of seasonal resources to process audit confirmation letters
  • Lead projects that will enhance & streamline current processes while adding controls to ensure that client information remains secure
  • Perform regular control reviews to ensure compliance with auditing, risk and regulatory requirements and standards
  • Represent the Client Reporting Team on any projects that may impact the our space
  • Work with Technology and Operations partners to understand functionality of OMNI (accounting system) and appropriate postings for securities; understand how this translates to the statement and client reporting
  • Investigate opportunities to reduce costs, provide automation, and analyze fluctuations in key metrics
  • Anticipate challenges and implement solutions in order to manage the expectations of the internal business partners for a positive client experience
  • Highly motivated with ability to work independently
  • Ability to work in a deadline driven environment and prioritize tasks appropriately
  • Excellent verbal and written communication; ability to communicate with all levels, including senior management
  • Ability to develop & maintain relationships with business partners
  • Commitment to quality and control
  • Ability to think creatively and recommend / implement process improvements
  • Strong organizational skills to successfully manage multiple tasks at one time
  • Strong background in use of Microsoft Office software (Excel, PowerPoint, Access, Word)
  • In-depth knowledge of financial products with an understanding of the attributes of all investment products, as well as related calculations
  • Knowledge of Private Bank products/Services
9

Governance & Performance Reporting Manager Resume Examples & Samples

  • Establish and maintain strong and productive relationships with key Technology Service Providers to ensure that Service Level Management (SLM) is effectively managed and monitored, and issues are dealt with efficiently and effectively and in line with contractual obligations
  • Establish and own the SLM tracking register, verify performance, facilitate and validate requests to mitigate any deviations from agreed performance and feed in to contractual governance processes with regards to operational performance and associated service credits and/or service bonuses
  • Continually review, develop and update contractual service level measures in order to ensure they match changing business priorities
  • Produce monthly, quarterly, annual and adhoc (at request) management information with regards the operational performance of the key Technology Service Providers for senior stakeholders
  • Manage performance and set direction and priorities for Governance and Performance Reporting team; assign clear accountabilities and performance expectations; review performance and address underperformance when needed. Lead the staff appraisal process effectively
  • Maintain the operational Risk Register and ensure all stakeholders are engaged in managing, assessing and mitigating risk
10

Reporting Manager Resume Examples & Samples

  • Responsible for the process for ensuring appropriate identification, measurement, and reporting of risk through capital measures for areas covered by US Risk Analytics’ mandate
  • Provide timely and insightful reporting that accurately captures capital at risk measures and potential stress event losses, as well as detailed analysis of underlying risk drivers
  • Ensure that the methods, analyses and reports used/generated by US Risk Analytics are of unquestionable integrity and meet the requirements detailed in the pertinent standards documents
  • Responsible for overseeing the data management and analysis (including supporting data requirements) for capital at risk modeling and supporting risk/return reporting enhancements
  • Modeling and assessing the risks associated with the Bank’s existing portfolios and new business initiatives
  • Responsible for the development and execution of integrated framework for the Bank’s Capital at Risk, Stress Testing and Scenario analysis
  • Develop new and enhancing existing methodologies for the measuring, managing and reporting of capital at risk, expected loss and underlying parameters
  • Responsible in the formulation and implementation of strategies which leverage resource support from the Bank of Montreal’s Capital at Risk and Stress Testing groups
  • Assist in the development of action plans that are based on an improved understanding of the inherent nature of the risks undertaken in the business operations and strategic initiatives
  • 5 years of combined experience in areas such as risk/portfolio management, credit analysis, finance/accounting management and regulatory reporting, etc
  • In depth knowledge about bank’s approach to identifying, measuring, monitoring, reporting risk as well as the related regulatory requirements
  • Commercial loan portfolio management and credit analysis experience desired
  • Understanding of and experience with evolving US and global financial services regulation (especially Basel II, SOX) would be a strong asset
  • Knowledge of various risk types found within the Bank; understanding of legal and management organizational structures
  • A numerate undergraduate degree from an appropriately recognized institution, e.g., Bachelor's Degree Finance, Accounting, statistics or equivalent experience
  • Strong data analytical and personal organizational skills and an ability to lead a diverse team
  • Experience with data management principles and processes and robust familiarity with various data analysis and reporting tools such as: MS Access, MS Excel, Peoplesoft Query, Webfocus, Essbase, INEA, Progress, etc
  • Excellent written, verbal presentation skills (English) with demonstrated ability
11

Management Reporting Manager Resume Examples & Samples

  • Together with the CFO and Head of Business Risk and Regulatory Management, define and implement the MIS reporting strategy
  • Responsible for delivery of the monthly MIS reporting pack to the Executive Comittee
  • Development and distribution of the weekly sales report
  • Coordination of the communication / implementation of all HR and Compliance related reporting requirements with the GAM business functions
  • Responsible for delivery of the necessary HR and Compliance monthly control reports to the GAM Front to Back (F2B) Committee
  • Responsible for delivery of the monthly Operating Limits report to the GAM F2B Committee
  • Minimum of 7 years of experience at a financial institution, preferably in Asset Management
  • Demonstrable background in financial MIS reporting
  • Ability to effectively manage a global team (manage at distance)
  • Independent and proactive working style with a solution oriented mindset
  • Excellent communication and interpersonal skills (written and verbal) to interact with staff and senior management
  • Very proactive, driven and committed team player
  • Strong analytical and conceptual skills
  • Fluency in English (verbal and written)
  • Excellent MS-Office knowledge (Excel/Access VBA programming skills would be an advantage)
12

Data Reporting Manager Resume Examples & Samples

  • 3-5 years’ experience in one of the following areas is required: Analytic roles from an HR Consulting firm, Data and Compensation experience at a Financial Services firm or Fortune 500 firm; Financial Reporting experience as it relates to Human Capital metrics; Reporting using Business Objects Web Intelligence
  • Business Objects, preferably Web Intelligence
  • Access skills a plus (able to write queries, reports, and forms)
  • Management/Supervisory experience a plus
  • Aptitude for learning new systems and technologies
  • Must have good attention to detail
13

Consolidations & Reporting Manager Resume Examples & Samples

  • Motivating others
  • Oral and written communications
  • Timely, effective decision making
  • Learning on the fly
14

Regulatory Capital Reporting Manager Resume Examples & Samples

  • Manage production and submission of all Regulatory capital reports and returns including assisting junior members of the team with resolution of BAU queries, validation of the return and supporting commentaries
  • Manage production of all daily monitoring work to internal SLA’s (T+1 – 3pm)
  • Monitor RBC Capital ratios against Internal and External limits including investigation of movements in the ratios
  • Keeping abreast of industry changes and ensuring readiness for COREP Capital reporting regime
  • Highlighting system defects, escalation and follow up as appropriate – eg Axiom IT
  • Maintenance and enhancement of the control framework, including procedures manuals and business processes diagrams
  • Escalation of material issues to Director and senior management
  • Training Regulatory Capital staff to ensure compliances with external and internal guidelines
  • Development of junior members of the team to ensure sufficient bandwidth and mitigation of key man dependencies
  • Assistance with entity level initiatives including planning for impact of NBC initiatives
  • Production of Management metrics as well as ALCO packs and other MI packs
  • Timely escalation of future industry developments and liaison with the relevant stakeholders
  • Ensuring compliance with CRD IV
  • Qualified accountant
  • Product knowledge of cash securities, repos and derivatives
  • Experience of liaison with Front Office
15

Reporting Manager Resume Examples & Samples

  • To work with the countries to establish as level of reporting at the required standard for both financial and management reporting
  • Conducting on-going country reviews to identify any gaps and agree the appropriate remediation to ensure that processes are robust
  • Monitor country implementation of new accounting standards
  • First level of review of business cases for Finance signs off
  • Manage account ownership and reconciliation attestation (AO&R) to be provided to the Head of Financial Control Governance
  • Manage the Finance related Basel II deliverables
  • Manage the reporting process to ensure that Barclays Africa reports accurately and within the required timeliness, this includes appropriately managing change to the process and time line
  • Provide support to the countries in all aspects related to financial reporting
  • Drive improvements across the process to enhance the efficiency and quality of financial reporting
  • Periodic country reviews to assess the quality of controls in place
  • Chartered Accountant (SA) or similar qualification with experience in a similar position and relevant professional experience (1-5 years post articles experience)
16

Tprm Program Oversight Testing & Reporting Manager Resume Examples & Samples

  • Proven experience and total competency in teamwork, technical, oral and written communication
  • Ability to coach and mentor others
  • Proven ability to effectively manage meetings to achieve intended objective
  • Proven strong active listening as well as verbal and written communication skills; ability to tailor
  • Proficient in MS Tools including Excel and Access
17

Emeia FSO Accounting & Reporting Manager Resume Examples & Samples

  • Review and approve reports going to customers
  • Liaise with, and provide reports to, customers in accordance with agreed timeframes of delivery
  • Manage the development and implementation of accounting and reporting solutions and improve their effectiveness
  • Provide IFRS and UK GAAP interpretation and be able to document issues in a clear, logical and comprehensive manner
  • Create, implement and maintain comprehensive accounting policy and procedure documentation to improve clarity and consistency of reporting
  • ACA / CA /ACCA qualified or equivalent (preferably first time passes)
  • Significant experience of IFRS, UK GAAP and/or US GAAP gained within the reporting arena
  • Technically sound with an understanding and appreciation of recent accounting developments
18

Private Banking Reporting Manager Resume Examples & Samples

  • Work collaboratively with key stakeholders and end-users (e.g. Product, Finance, IT, and field management) to understand and define business performance metric. Ensure all metrics are properly integrated into end-user reporting solutions
  • Produce, compile and distribute sales, production, pipeline, asset and management reports for senior management
  • Produce on-going and ad hoc analytics to support sales organization in understanding the growth and performance of the business and identifying potential performance improvement opportunities
  • Utilize multiple software systems to aggregate, validate and analyze large quantities of data
  • Provide on-going review on efficacy of all reporting solutions. Validate, troubleshoot and resolve end-user issues with systems and reporting tools
  • Minimum of 5 years experience in data analytics/reporting/metrics preferably within a private bank or retail bank
  • Proven people and project management skills
  • Advanced MS Excel, Access and PowerPoint skills
  • Analytical background with strong technical and problem solving skills
  • Detail-oriented yet able to focus on the bigger-picture business unit objectives
  • Capable of handling complex problems independently on a daily basis. Ability to address critical issues independently and escalate to management when appropriate
  • Excellent verbal and written communication skills and proven ability to interact with senior leadership
  • Strong interpersonal collaboration and team skills including working with cross-functional teams
  • High levels of interest and proficiency in working with large and disparate data & sources
19

Finance Reporting Manager Resume Examples & Samples

  • 3 to 6 years of work experience as a Finance Professional in either a bank, financial institution or accountancy firm with direct responsibility for reporting or audit work of financial institutions
  • Able to demonstrate
  • Proven track record in Accountancy/Regulations Compliance
20

Global Compliance Management Information & Reporting Manager Resume Examples & Samples

  • Preparation of materials for reporting to LCD senior management, regulators, Global Compliance Committee, Firm Risk Committee and the Board Audit Committee, as well as other types of regular or ad hoc reports, including coordination and collation of information from relevant stakeholders (internal and external to the Division/Firm) and production of management reports and presentations
  • Compilation and distribution of monthly and quarterly Compliance metrics
  • Preparation of the Annual Compliance Plan (ACP) in coordination with the divisional coverage areas and control functions. Includes developing a timeline for completion of the various tasks associated with the ACP and communicating deadlines to stakeholders, drafting of the ACP Overview, and incorporating all sub-sections of the ACP and submitting to senior management for review and final approval
  • Coordination of the quarterly updating of the Annual Compliance Plan Progress to Plan - communicate with Compliance personnel at all levels and in all geographical regions regarding their submissions, review the content of the numerous submissions for accuracy and consistency, create the timeline for each quarterly update and ensure that the submissions are complete and fully assembled to meet the Global Compliance Committee and Board Audit Committee deadlines
  • Maintenance and retaining of LCD departmental documents, e.g., various policies and procedures, the Business Continuity Plan, BCP regulatory contact lists
  • Preparation and coordination of strategic planning meetings for Compliance senior leadership team
  • Excellent communication skills, includes verbal and written communication, with all colleagues and stakeholders of all levels of seniority and background
  • Highly proficient in PowerPoint and Excel
  • Ability to assimilate a variety of data and produce presentations/reports
  • Good people management skills and experience
  • Strong time management skills and proven ability in meeting deadlines
  • Strong attention to detail; Ability to establish and maintain working relationships
  • Bright and enthusiastic individual
21

Billings Operations Reporting Manager, VP Resume Examples & Samples

  • The reduction of aged debt
  • Forecasting and setting targets for the team
  • Ensuring CASS client money rules, in particular CASS 7 and CASS 8, are adhered to and any breaches are reported and processes reviewed to prevent any reoccurrence
  • Experience in a similar role with focus on operational delivery
  • Previous experience of managing and developing a small team
  • Excellent organisation and time management skills
  • High degree of attention to detail and accuracy
  • Process oriented thinker
  • Intermediate level Excel and should be competent with data manipulation, using pivot tables, data sorts, subtotals, lookups and formulae
22

Treasury Reporting Manager Resume Examples & Samples

  • The ideal candidate will have a BS or BA and 6 - 8 years’ work experience in finance or accounting or a related control discipline (e.g. Risk Management, Financial Control, Audit, Operations, etc.)
  • Must possess strong knowledge of accounting and balance sheet composition. CPA desirable
  • Must possess knowledge of system workflows, front-end and management reporting application systems, and knowledge in the utilization of database technology
  • Treasury operations experience including asset and liability management is a plus
  • Candidate should possess excellent interpersonal skills that can contribute to building relationships with our stakeholders
  • Attention to detail and accuracy are essential
  • Solid Microsoft Excel and general Microsoft Office skills
  • Quick learner with excellent communication skills, team orientation, and ability to work with counterparts in different areas of organization
  • Resolve and drive resolution of complex issues
  • Previous exposure to Regulatory reporting a plus
  • Ability to work under pressure and deliver against tight deadlines
  • Must be resourceful with the ability to multi-task. Must be a proactive and goal-oriented strategic thinker
23

Reporting Manager Resume Examples & Samples

  • Develop reporting strategy for the PCG Retail Sales Force, and provide insight on key sales activity drivers (45%)
  • Develop overall reporting strategy for the PCG Retail Sales Force encompassing all 3 LOBs
  • Work with Report Analyst, Reporting Manager, Sales Performance Reporting to implement strategy to effectively track sales performance activities and generate sales and variance reports for PCG Sales leadership (Eg. Dashboards, Scorecards, activity trackers, etc.)
  • Produce communication decks for PCG executives on sales performance, trending and insights (monthly), i.e. for inclusion in Personal & Commercial (P&C) Leadership committee decks, Monthly Operating committee decks, and ad-hoc requests from PCG CAO
  • Create high-quality project deliverables on time, through efficient coordination of Sales Strategy and Operations team resources and regular sales force and leadership engagement
  • Produce sales and performance reports tailored to various audiences according to complexity, risk and stakeholder reporting requirements (National, Divisional and Territory level reporting)
  • Effectively prioritize reports based on changing business needs
  • Collaborate with business partners and key stakeholders to effectively manage ongoing report change or communication
  • Generate insight by tracking trends, understanding environmental and positive/negative change impacts to 3 LOBs
  • Performance Management (30%)
  • Provide leadership and management oversight to National/IVL Sales Coordinators and additional team support (i.e. Wealth Management Associates (WMAs), Interns, Coop students etc) to increase Operational efficiency within Sales Strategy and Operations Team
  • Ensure Investor Line Sales Coordinators (2 FTE), deliver consistent and efficient IVL Sales team support of
  • National Wealth Management Days
  • Investigation and fulfillment of FP and FSM Investor line referrals
  • SFDC training and enhancements
  • CRC Referrals and Marketing lead assignments
  • FP Coding/FSM Star Dollar coding requests
  • Ongoing administrative support and process improvements
  • Ensure National Sales and Events Coordinator (1 FTE) organizes/oversees/provides
  • National weekly, monthly, quarterly conference calls for all 3 LOBs, and Leadership meetings including the distribution of material/agenda/calendar invites
  • Administrative support to PCG Retail Sales leadership team
  • Events coordination of all logistics for mid-year/year-end conferences, roadshows and large meetings
  • Train, up-skill, on-board/off-board all additional team support (i.e. WMAs, High-School and University Interns)
  • Conduct all Interviews, and screen applicants based on Sales Strategy and Operations team needs
  • On-board/off-board all additional team support (end-to-end)
  • Provide orientation, training, knowledge exchange and leverage capacity and skill level of team support to assist with Sales Strategy and Operations ongoing capacity needs (Egg. Assist with coding accounts, generating ad-hoc reports, processing WMD kits etc.)
  • Ensure smooth transition of work and knowledge is completed as one individual leaves, and another joins (i.e. Documentation of all processes, and constantly sharing knowledge with other individuals on team etc.)
  • Provide ongoing feedback through regular 1:1s, in-the-moment coaching, and complete and conduct all performance evaluations/conversations
  • Requirements and Output Review and Quality Assurance (25%)
  • Deliver consistent and professional formatting of all PCG Retail Sales branded reports
  • Streamline reports and recommend solutions, by eliminating redundancies, and/or providing enhancements based on feedback and changing business needs
  • Understand business problems and opportunities in the context of the requirements and recommends solution(s) that enable the organization to achieve its goals
  • Review and validates data to ensure accurate reporting
  • Provide recommendation through sample reporting, to assist leadership in making decisions
  • Participates with other team members in review or future requirements sessions with end users, providing opinion and expertise
  • PCG Retail Sales Strategy and Operations team
  • PCG Retail Sales Leadership
  • BMO Investor Line (All teams)
  • BMO Creditor Insurance (Product, MIS, Marketing and BISC)
  • BMO Mutual Funds (Product, MIS and Marketing)
  • P&C HQ and Sales (Personal Sales Force Effectiveness, Commercial Workforce Effectiveness, ISN, and all levels at P&C)
  • PCG Finance
  • Human Resources / Hewitt
  • Branch Support
  • Ability to work independently but within a team environment
  • 5+ years reporting experience, leadership level
  • Expert knowledge of Personal and Commercial Banking HQ functions an asset
  • Expert knowledge or report production software e.g. Word, Excel and PowerPoint
  • Undergraduate or Postgraduate degree
  • Experience within the financial sector, or similar industry
  • Understanding of PCG sales distribution network
  • Project Management and Change Management experience
  • Strong Interpersonal and Communication Skills (written and oral) are essential
  • Advanced computer skills including complete proficiency with Excel, Word and PowerPoint
  • Strong knowledge of www.salesforce.com, MS SharePoint and MS Dynamics
  • Accuracy and Attention to Detail
  • Quantitative & analytical thinking skills
24

Management Reporting Manager Resume Examples & Samples

  • Business partnering position with regular interaction with the business to enhance decision making
  • Monthly management reporting on actual results against forecast
  • Scenario modelling
  • Understanding and explaining key business drivers
  • Involvement in a key strategic project to enhance the activity based costing model
25

Impairment Reporting Manager Resume Examples & Samples

  • Deliver high quality and timely impairment reporting for Group Finance
  • Understand the drivers of the impairment provision and be able to explain these to a diverse stakeholder group within Finance
  • Maintain high levels of control to ensure no control failures are identified
  • Maintain group minimum standards of control
  • Create a strong but challenging relationship with Retail Credit Risk
  • Partner Risk but always give an independent Finance view of impairment
  • Simplify the end to end reporting of impairment including areas outside of Retail Finance
  • Obtain assurance that areas outside of Retail Finance that drive impairment are well controlled with robust processes
  • Act as SME for all parts of the impairment provision and charge recorded in ledger
  • Be passionate about self development and the development of the new impairment reporting team
  • Qualified or newly qualified candidate OR first mover from practise
  • Experience of working within financial services
  • Great communicator
  • Strong reporting skills
26

Management Information Systems Data & Reporting Manager Resume Examples & Samples

  • Generating metrics and reports to support the quarterly Board Audit Committee and monthly operational management reporting processes
  • Creating and managing the data for the department’s operational metrics and scorecards
  • Managing and analyzing data to ensure its accuracy and completeness across multiple platforms which are utilized by the department: IBM OpenPages, Cognos Reporting, Qlikview, and Cognos Disclosure Management
  • Supporting the implementation of the new BI and Resource Management tools
  • Interfacing with the Corporate Governance, Risk, and Compliance Technology (CGRT) development and production support teams to coordinate software and infrastructure maintenance, software upgrades, and other production support issues
  • Managing and resolving the open ticket queues related to application and system issues (e.g., password resets, entitlements, access rights, etc.) with appropriate technology support teams and IAD system users
  • Overseeing the department’s document management process
  • Working with the Audit Practices Group and firm’s technology teams to implement enhancements and software fixes based on finalized business user requirements
  • Supporting the development and production of new and evolving end-user reports as a result of requirements from ongoing strategic process improvement initiatives and senior management requests
  • Managing end-user system and reporting changes as a result of new technology implementations
  • Fielding ad hoc data and information requests across the department
  • Training department in all software products we use in the Audit Department
  • 10 - 12 years of practical end-user reporting, data analytics, and system support experience, preferable in an audit or risk-related function environment
  • B.S. in Computer Information Systems or business-related bachelor’s degree (Finance or Accounting) with a focus on business reporting, presentation, and data analytics
  • Ability to liaise with a technology production support team
  • Ability to understand data and trends and convert to meaningful information and reports
  • Proficient in MS suite of applications (e.g., Excel, Access, Powerpoint, and Word); ability to work with pivot tables and standard databases
  • Proficient in Cognos
  • Ability to lead a team effectively to manage multiple project simultaneously while meeting tight reporting and project deadlines
  • Ability to quickly solve problems in a team environment
  • Ability to work professionally with multiple levels of management
  • Self-motivated, yet highly customer focused
  • Organized, analytical, and detail oriented
  • High-level understanding of audit processes
  • CISA, CIA or CPA a plus
  • Ability to develop and train team members
27

Portfolio Reporting Manager Resume Examples & Samples

  • Prior experience with Advent Portfolio Exchange (APX) necessary
  • Bachelor's Degree accounting or finance preferred
  • SSRS report development on APX a plus
  • Investment Reporting and Performance Analysis experience
  • Strong Microsoft Excel
  • Proficiency with Advent/APX custom report writer, scripts and macros
  • Experience with Bloomberg Terminal a plus
  • Strong organizational/multi-tasking skills with the ability to plan/prioritize to ensure efficient and timely deliverables; strong attention to detail, ability to adapt quickly to a changing environment
  • Ability to apply a solid understanding of investment transactions and understanding of investment portfolio performance calculations
  • Strong interpersonal, communication, presentation skills essential with an aptitude towards client service. Ability to communicate with all levels of management (both written and verbal) as well as staff members
  • Ability to work effectively on cross-functional teams or independently
  • Lead a team of 4-6 portfolio & investment operations professionals
  • Daily reconciliation of client investment portfolios and securities pricing in a portfolio management system
  • Assist in maintaining accurate data files used for reporting. Responsible for maintenance related to the portfolio accounting data
  • Assist in the production and assembly of quarterly account reviews for clients
  • Ad-hoc reporting as needed and special projects
  • Assist in researching various investment topics and products
  • Process account applications, transfer requests and follow through
  • Set up new client files in Advent Portfolio Exchange (APX)
  • Generate TWR results for multiple family groups
28

GL Reporting Manager Resume Examples & Samples

  • Manage and control master data, including but not limited in maintaining chart of accounts and exchange rate in the Accounting system. Timely review access right setting up in the system
  • Organize, supervise and monitor closing work and coordinate with other depts. in conformity with closing calendar
  • Responsible for the following GL reports : Cash position, cash flow, balance sheet reconciliation, bank reconciliation, government statistics report, environment report, Ad-hoc analysis and control report
29

Ccb-risk Analytical Reporting Manager Resume Examples & Samples

  • In depth knowledge of Analytics, Reporting, MIS and Decision capabilities to support regulatory, and analytic reporting for LOB and cross LOB
  • Assess the current state reporting and analytic/modeling capabilities and partner to migrate them to the centralized best practices across CCB
  • Drive and lead the CCB CCAR model and financial reporting automation
  • Coordinate with financial and risk reconciliation process to ensure quality control on CCAR reporting
  • 7-10 years professional experience in related finance / business management field
  • Knowledge of BCBS reporting and data integration requirements
  • Knowledge of Regulatory reporting a plus
  • Direct work experience with reporting or modeling in a Line of Business capacity
  • Proven experience in risk management
  • Proficient in project management software
  • Proven experience in banking or financial services
  • College Degree in Management, Finance, IT, Engineering, Math is required
  • Advanced degree or equivalent work experience preferable
30

HR Ssc Reporting Manager Resume Examples & Samples

  • Expert understanding of HR KPI and reporting best practices and quantitative and qualitative data administration and analysis
  • Experience supporting a large scale complex change or HR transformation project within overall programme timelines
  • Proven experience using KPI reporting and internal and external dashboards to drive continuous improvement
  • A track record of building, maintaining and managing strong relationships within an international business and across many different stakeholder groups
  • This role is expected to start February 2015 and is likely to run until the end of the programme
31

Client Reporting Manager Resume Examples & Samples

  • Seven or more years of experience in trust and securities operational functions
  • Five to seven years of management experience
  • Excellent supervisory and management skills, including a well-developed knowledge of human resources
  • Ability to manage multiple, unrelated tasks
  • Additional three or more years experience managing Managers preferred
32

Closing & Reporting Manager Resume Examples & Samples

  • Manage the monthly and quarterly financial closing and reporting, SEC, FED, etc
  • Statistical returns/Government Reporting etc
  • Last Calendar Day Close (LCD)
  • Own the account reconciliation process for ESE
  • Drive simplification initiative; partner with Project Management Team on LE & ME simplification
  • Support the statutory team as maybe required for eg. in preparation of the Stat to GAAP reconciliation
  • TSA management including billing and follow ups
  • Streamline the IBS process and VAT bookings in LEs
  • Own operational controllership including correct COA accounting, RAR, driving IFRS implementation etc
  • Manage relationship and reporting to HQ on various metrics
  • Other ad hoc reporting and analysis
  • Support & cover for other departments as required by manager from time to time
  • C.P.A / A.C.A. or equivalent
  • Working knowledge of US GAAP & US reporting standards
  • Proven years experience
  • Good systems knowledge
  • Bachelor's Degree in Finance or Accounting or Business Administration
  • Master's degree, Certified Public Accountant (CPA) or equivalent certification
  • Demonstrated ability to solve complex issues related to data from multiple systems/environments
33

Enterprise Stress Testing Reporting Manager Resume Examples & Samples

  • Minimum 10 years of experience leading large-scale cross functional engagements
  • Ability to lead and influence range of resources within matrixed environment
  • Experience and knowledge of stress testing, baseline planning and other capital management concepts and applications in a regulated environment
  • Previous experience leading large, complex projects or initiatives
  • Experience in risk or financial analysis
  • Highly proficient use of various documentation and communication tools including Microsoft Office (eg. Excel, Word, PowerPoint)
  • Demonstrated ability to work within tight timeline
  • Bachelor's Degree in Finance, Risk Management or related
  • Audit or Regulatory Reporting experience, with specific accountability for FR Y-14A and / or FR Y-9C reporting
  • Strong understanding of CCAR/DFAST reporting requirements
  • Financial Management Program (FMP) grad or Corporate Audit Staff (CAS) grad
  • Financial services industry experience
  • Experience working with regulators and/or knowledge of regulatory requirements
34

Enterprise Stress Testing Reporting Manager Resume Examples & Samples

  • Lead reporting of FRB Y-14A templates including supporting documentation with support from multiple teams in line with regulatory expectations
  • Ensure robust analysis of stress testing results and lead benchmarking of GECC Stress testing results/metrics versus CCAR/DFAST related results from other Financial institutions on a regular basis
  • Oversee mapping of stress test variables and data elements to regulatory reports
  • Support development of vision, approach, process and infrastructure for CCAR reporting (FRB Y-14's) in partnership with cross-functional teams across GECC, support gap assessment and remediation plans
  • Drive development & execution of a framework for external disclosures of stress testing results in line with industry standards
  • Effectively communicate (written and verbal) Enterprise Stress testing results to senior executives, BOD and regulators
  • Ensure thorough documentation of Enterprise Stress testing results in Capital Plan and for FRBY-14 schedules
  • Minimum 8 years of business experience
  • Strong financial analysis skills, preferably within financial services industry
  • Referrals will only be eligible for the special incentive referral bonus payout based on date of referral submission during special program eligibility dates. All other guidelines under the WDYK program are applicable
35

Ccar Reporting Manager Resume Examples & Samples

  • Develop, implement, and run internal controls necessary to ensure high quality submission to the Federal Reserve
  • Accountable for monitoring, tracking, presenting and escalating any identified issues
  • Manage and ensure successful template submission to the Federal reserve and responsible for coordinating and managing timely responses to Federal Reserve inquiries
  • Play critical role in any internal or external audits of the CCAR Reporting program
  • Act as main central point of contact for the Workstream owners and support Workstreams to continually improve and enhance the production process. Work cross-functionally to ensure process and program consistency across Workstreams
  • Develop expertise in FR Y-14 and FR Y-9C reporting requirements and internal processes impacting the results of these reports
  • Play critical functional lead and work cross-functionally with Information Technology (IT) in projects to implement tactical and strategic reporting solutions
  • Support ad hoc projects to further enhance and improve overall CCAR Reporting Program, given either internal changes to the CCAR process and/or externally imposed requirements from the Fed
  • Bachelor's Degree with at least 5 years of experience in Finance, Risk, or a Graduate of the GE Leadership Program such as Financial Management (FMP) or Corporate Audit Staff (CAS)
  • Strong analytical and problem solving skills, with exceptional organization skills and a high attention to detail
  • Demonstrated oral and written communication skills and ability to work cross functionally
  • Proficient use of financial systems and Microsoft Office (eg. Excel, Word, PowerPoint)
  • Must be willing to work out of an office in Norwalk, CT
  • Strong interpersonal skills to work effectively with different areas and levels within GE; ability to develop strong cross-functional working relationships
  • Management Consulting experience
  • Strong understanding of CCAR/DFAST reporting requirements
  • GE Leadership Program graduate, Risk Management Program (RMP), Financial Management Program (FMP) or Corporate Audit Staff (CAS)
36

Ia Lob Information Reporting Manager Resume Examples & Samples

  • Oversee Tier II testing program for assigned business line including review of written procedures, sampling of account tax documentation/on-boarding processes, testing of withholding process, and verification of year end reporting process and formstoensure compliance with Information Reporting regulations
  • Develop general familiarity with the systems used within the business line that impact customer documentation, tax withholding and/or year end reporting. Where processes are manual rather than systematic, ensure the manual process meets allInformationReporting requirements
  • Provide technical guidance to assigned business line on a regular and ongoing basis
37

Commercial Lob Information Reporting Manager Resume Examples & Samples

  • Oversee Tier II testing program for assigned business line including review of written procedures, sampling of account tax documentation/on-boarding processes, testing of withholding process, and verification of year end reporting process and formstoensure compliance with Information Reporting regulations
  • Review and evaluate the sufficiency of Information Reporting risks and controls identified in the RCSA process
  • Develop general familiarity with the systems used within the business line that impact customer documentation, tax withholding and/or year end reporting. Where processes are manual rather than systematic, ensure the manual process meets allInformationReporting requirements
  • Interact on an ongoing basis with the line of business and operational risk contacts to address current or forward looking risks associated with Information Reporting. Communicate to senior management through established risk channels any keymaterialrisks related to Information Reporting
  • Provide technical guidance to assigned business line on a regular and ongoing basis
  • Participate as a subject matter expert on project teams responsible for the development or upgrade of products or systems
  • Assist in the review of recent or proposed changes in federal, state and local Information
38

Consumer Lob Information Reporting Manager Resume Examples & Samples

  • Review and evaluate the sufficiency of Information Reporting risks and controls identified in the RCSA process
  • Interact on an ongoing basis with the line of business and operational risk contacts to address current or forward looking risks associated with Information Reporting. Communicate to senior management through established risk channels any keymaterialrisks related to Information Reporting
  • Participate as a subject matter expert on project teams responsible for the development or upgrade of products or systems
  • Assist in the review of recent or proposed changes in federal, state and local Information
39

Accounting & Reporting Manager Managed Services Resume Examples & Samples

  • Lead the Accounting & Reporting team and where required provide assistance to junior team members to resolve technical and other accounting issues
  • Review and approve reports supplied to customers
  • Manage and lead the development and implementation of accounting and reporting solutions and improve their effectiveness
  • Communicate and explain accounting issues and evolving accounting guidance to the management team
  • Exposure to financial reporting and/or regulatory reporting (e.g. capital or liquidity reporting)
  • Strong understanding of financial and / or regulatory reporting process and controls
  • Team management and leadership skills
40

Mortgage Servicing Reporting Manager Resume Examples & Samples

  • Seven to eight years of experience in mortgage servicing or operations activities
  • Three to four years of managerial experience
  • Basic understanding of all aspects of Default Management loan workout and loan servicing support functions along with the associated operational policies and practices
  • Strong experience with Microsoft Excel and Access, as well as SQL Server, MSP and PM
  • Strong experience with Salesforce and ALS
  • Six Sigma Certification
  • Travel up to 20%
41

Tax Reporting Manager Sydney Resume Examples & Samples

  • Responsibility for the assigned sections of the income tax accounting process, including the preparation of current and deferred tax reconciliations for material entities in the region and review calculations
  • Supporting the preparation of tax notes as part of the statutory accounts process
  • Supporting the Direct Tax Compliance process, which incorporates tax return process management, technical review of tax calculations and analysis and delivery for Income tax and withholding tax
  • Supporting the preparation of Regional income tax forecasts
  • On-going operation and administration of direct tax compliance platform and infrastructure
  • Supporting process improvement and change management initiatives for ANZ income tax reporting, including an ongoing focus on utilising tax technology
  • Supporting Tax Controversy team on Regional revenue authority enquiries and audits
42

IHC Risk Managment Reporting Manager Resume Examples & Samples

  • Design and deliver the key risk reports to support enterprise risk management at the IHC Level --report audince would include IHC senior management, IHC Board of Directors and regulators
  • Risk reports will have to cover all key risk types including, but not limited to, credit, market, liquidity, operational, technical, model, etc
  • Partner with key stakeholders to determine the number of IHC risk report, level/granularity of the reports, the content of the reports, frequency and timeliness of the Partner with risk reporting functions within various IHC entities, including BNPP Group Risk Management (in NY and Europe), Bank of the West and First Hawaiian Bank to source and develop the requisite reports
  • Ensure target IHC risk reports are consistent with Domestic BHC and Foreign Banking Organization IHC peer practices, and are sufficient for the various stakeholders to effectively identify, monitor, measure and manage the various risks that the IHC is exposed to
  • Partner with other IHC work streams, such as Financial Reporting, and Funding and Liquidity, and other ICH Risk sub-work streams such as Operational Risk, Compliance Risk, Market Risk, etc. to ensure their reporting projects/expectations are appropriately considered in the overall IHC risk reporting target state
  • Assist with the design of the Target Operating Model/Business As Usual processes for the IHC Risk Reporting to be utilized once the IHC is formed
  • Track progress of projects within the IHC Risk Reporting sub-work stream, and partner with the associated Project Manager to provide updates to the Program Management Office and other stakeholders as requested
  • Develop processes for hamonizing risk data/metric definitions and aggregating risk data across multiple organizations/entities for consolidated reporting
  • Lead the development of IHC risk reporting business requirements to be delivered to the IT groups that have to work on system solutions to support the target risk reports
  • Develop, if necessary, tactical solutions for the delivery of the consolidated reporting including involving manual processes and compilation, while designing longer-term strategic/automated solutions as appropriate
  • Partner with the IHC Data Governance work stream to ensure that data used in the IHC risk reports meet the IHC data governance/quality standards, provide requirements into that Governance work stream as appropriate, and assist with remediation as necessary
  • LI-SK1
  • Bachelor’s Degree in Business, or related field-required
  • Master’s/Advanced Degree-preferred
  • 10 Years of functional/professional experience
  • Good understanding and ability to intrepret Regulatory requirements
  • Very strong understanding of multiple Risk types, including metrics for measuring and monitoring those risks
  • Proven experience in developing complex reports for senior audiences
  • Proven ability to build and develop working partnerships
  • PC experience in MS Windows environment required
  • Proven project and managerial skills
  • Ability to work in a fluid and constantly evolving environment
  • Very strong analytical and communications skills
43

Financial Analysis & Reporting Manager Resume Examples & Samples

  • Drives the Budget and Forecast Process, including timing, deliverables, presentation content and target setting with senior management
  • Coordinates with systems and technology teams to drive planning system enhancements
  • Responsible for the development of analytics on the Bank’s transfer pricing gap which includes monitoring the changes in the transfer pricing gap over time to assess the reasonableness of its’ change over time
  • Responsible for improving the existing BNP reporting process to ensure that results reported are accurate, produced within requisite deadlines, utilize new information systems capabilities (Hyperion), are managed in a controlled process, etc
  • Responsible to work with parent company BNP Paribas, Bank of the West business lines, and Corporate Finance to manage changes to reports and requests. Ensure that changes to reports/ requests that become standardized are integrated into the controlled production reporting environment
  • Responsible for effective communication of potential issues of meeting budget/ forecast reporting deliverable and deadlines to Senior Management
  • Liaise with the business, development team and technology on an ongoing basis to enhance the efficiency, accuracy and control over the report production process
  • Provide coaching, guidance and support, set professional development plans to assist employees to reach their full potential
  • Bachelor’s Degree in Finance or related field: Required
  • Master’s/Advanced Degree in Finance or Accounting or related field: Preferred
  • Years of functional/professional experience: 8 or more years of relevant experience, preferably in the banking industry
  • Significant knowledge of Budgeting/ Forecasting Processes
  • Experience managing a financial reporting function and should have excellent skills in creating controlled production processes, which create efficient, accurate and reliable reporting on a consistent basis
  • Experience managing large projects with competing deliverables and timelines
  • Excellent Customer Service Skills to build strong relationships with business lines
  • Ability to lead a team of managers and financial analysts
  • Strong analytical and problem-solving skills coupled with thoroughness and attention to detail
44

Reporting Manager Internal Audit Resume Examples & Samples

  • Detail oriented with a high commitment to execution
  • Ability to think strategically and drive changes for clarity and efficiency
  • Ability to manage tight deadlines with a process focus
  • Demonstrated expertise with Excel, Word, PowerPoint
  • Relevant certifications
  • Experience in Audit Professional Practices
  • Experience with Audit, Risk or Compliance Committee reporting
  • Experience in analytics/reporting
  • Visio experience
  • Strong and demonstrated Support Central expertise
45

Consolidation & Reporting Manager Resume Examples & Samples

  • Within Hyperion Financial Management (HFM), prepare the monthly financial reporting including a GAAP consolidation, balance sheets, income statements, cash flows and consolidated & business unit financial management reporting packages
  • Interact and manage relationships with various levels of management at Volcom’s domestic and international subsidiaries in order to accurately prepare all necessary month-end and year-end supporting documentation, journal entries and intercompany eliminations for the monthly consolidation process
  • Work directly with global finance teams to ensure compliance with financial regulations and reporting. Maintain consistent communication and improve upon established reporting processes
  • Ensure that subsidiaries are accounting for transactions appropriately under US GAAP and IFRS
  • Provide financial business support to Volcom’s subsidiaries in order to streamline and standardize financial reporting across entities
  • Develop, analyze and interpret accounting information in order to appraise operating results by geography in terms of profitability, performance against budget and other matters bearing on the fiscal soundness and operating effectiveness of the Company’s domestic and international subsidiaries
  • A Bachelor’s or equivalent degree from an accredited university in accounting or finance; CPA preferred
  • 5+ years of Financial Leadership experience required
  • Solid understanding of accounting principles and concepts based on US GAAP and IFRS
  • Experience with foreign currencies and global consolidations
  • Expert excel skills
  • Experience with Hyperion Financial Management or similar system required
  • Ability to manage and prioritize multiple tasks with emphasis on meeting tight deadlines. Occasional weekend work may be required to meet financial reporting deadlines
  • Excellent verbal and written communication skills, including ability to comfortably interact with executive management
  • Flexibility to perform effectively in a fast-paced, demanding environment
  • International travel on an as needed basis
46

Management Reporting Manager Resume Examples & Samples

  • Managing the monthend management / exec reporting - including delivery to the relevant stakeholders
  • Detailed commentary and insights for senior leadership to assist in key decision making
  • Presenting at and participating in Q&A within several meetings / committees, including - shareholder, executive, operations, planning and governance
  • Positioning yourself as the go to finance contact for the key business decision makers
  • Working closely with the finance systems manager to develop and implement improvements in reporting and functionality
47

Finance Reporting Manager Resume Examples & Samples

  • Preparation and close of monthly accounts
  • To ensure that the monthly accounts adhere to accounting policies and Sarbox requirements
  • Develop and publish control file results post month end close
  • Mange and publish the control file as budgeted
  • To identify and suggest Finance system improvements for best practise
  • Certify the effective operation of the controls process , and presenting to auditors for s404 testing in Q3 and Q4 reporting actual v plan
  • To undertake a quarterly review of the financial controls
  • Manage the statutory accounts and manage the internal Sarbanes Oxley audits plus external audit
  • Preparation of all compliance/controls board Reports and the completion of all company secretary duties
  • Prepare balance sheet control reports with aging analysis and a monthly view on risk/opportunites
  • Manage working capital and cash flow / treasury
  • Annual budget and re-forecasts for the P&L, Balance Sheet, capital expenditure, total labour cost and resource to timetable based on inputs from the business
  • To lead on maximising the value add of the Reporting team and to manage their output against KPI
  • To be the lead on the ACB process and reporting
  • Professional accounting qualification- ACA qualified
  • 5+ years of finance experience with increasing responsibility
  • Must have unassailable integrity, transparency, and ethics
  • Proven large team management skills
  • Ability to communicate effectively at all levels (including executive team) and articulate ideas, analysis results, and actionable recommendations
  • Excellent analytical, critical thinking, problem-solving, interpersonal, and relationship building skills
48

Corporate Reporting Manager Resume Examples & Samples

  • Experience with macros and programming such as VB.Net, Microsoft Access, and SQL
  • Applicants must be flexible, self-motivated and have strong analytical/quantitative skills
  • Must have strong organizational skills, attention to detail, ability to multi-task, work well on a team, and maintain professionalism at all times in a fast paced environment
  • Corporate reporting experience preferred
  • Experience in statistical/analytical analysis and report generation are preferred, but not required
49

Global Fund Administration & Reporting Manager Resume Examples & Samples

  • Extensive financial accounting experience in mutual fund accounting or fund administration and reporting required
  • Experience within a Big 4 audit firm would be considered favorably however not an absolute requirement
  • A Masters in Business Administration or Economics would be looked on favorably
  • Leadership position in industry working group
  • At least 3 or more years of management experience
  • Advanced knowledge of investment business, including tax requirements, market practices, local regulatory environments, financial instruments, and GAAP accounting standards
  • A good working knowledge of the Polish capital markets & regulatory environment, particularly with respect to the Investment Fund Industry and Polish GAAP
  • Excellent verbal and written communication skills in Polish and English language
  • Ability to interact with senior management, portfolio managers, service providers and trustee members and demonstrate the skills to manage expectations, perceptions, and outcomes
  • Strong ability to prioritise multiple tasks, manage conflicting deadlines in a fast paced dynamic organisation
  • Ability to maintain flexibility and manage conflict in a dynamic organisation
  • Ability to identify opportunities to improve and/or enhance processes within teams and within the division
  • Ability to plan and organise tasks, and schedule work to meet deadlines
  • Excellent knowledge of MS Excel and other Microsoft Office applications are required
  • Provide guidance and direction to the staff to ensure the department’s tasks are planned, organised, monitored and completed in a timely and successful manner
  • Supervises/manages staff; makes hire, termination, promotion and merit decisions
  • Responsible for writing staff reviews
  • Ability to set direction and guide staff to desired results
  • Ability to influence and negotiate within own department and across FT
  • Ability to supervise multiple skill levels of staff members in own and other locations
  • Experience in leading initiatives and projects
50

VP-risk Appetite & Competitor Analysis Reporting Manager Resume Examples & Samples

  • Knowledge of banking / credit card industry
  • Strategic thinking coupled with ability to drive change end to end from Concept to Execution
  • Self-starter who proactively seeks ways to improve status quo
  • Bachelor’s degree / Master's degree
  • Prior experience with Competitor & Industry analysis
51

Ppnr Reporting Manager Resume Examples & Samples

  • Support the development, implementation and on-going management of a robust framework to drive completion of multiple critical PPNR initiatives
  • Support the business in the development of financial forecasts (baseline and within the EST process), and Analyze and communicate impact of variances and trends including key business metrics to the leadership team for business decision-making as it relates to the PPNR processes
  • Maintain regulatory awareness: help to drive compliance and support regulatory initiatives in relation to process components and relevant models
  • Drive financial modeling improvements in the planning and forecasting PPNR models to enhance process efficiency, support new initiatives and to accurately capture the changing economics or structure of the business
  • Participate on cross-functional process improvement teams to promote operational efficiencies and report results to senior management specific to the PPNR estimation
  • Support the design and implementation of analysis, benchmarking, Challenger models/challenge process to insure reasonableness of results
  • Mentor junior resources on the team
  • Financial modeling skills
  • Prior FP&A experience
  • Proficient use of financial systems and analysis tools including Microsoft Office (eg. Excel, Word, PowerPoint)
  • Must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act
  • Must be willing to comply with pre-employment screening, including but not limited to drug
  • Bachelor's Degree in Finance or Accounting. Master's degree, Certified Public Accountant (CPA) or equivalent certification
52

Treasury Accounting & Reporting Manager Resume Examples & Samples

  • Manage all services for clients including the administration of accounting (financial, management and hedge), including associated reporting, for treasury-related items including the Group’s debt facilities, corporate bonds, repos, intercompany funding arrangements, foreign exchange, interest rate and commodity transactions
  • Act as lead contact point for portfolio of clients for day to day queries
  • Lead the Treasury Accounting & Reporting team to ensure all middle and back office activities are carried out accurately and on time while maintaining controls and segregation of duties
  • Work with clients to control all financial and management accounting relating to treasury-related items (month and year-end)
  • Oversee the development of the TMS and supporting systems in respect of the middle and back office activities
  • Work with the client to administer all aspects of the clients hedge accounting process (interest rate, FX and commodity) consistent with their requirements, including review of initial hedge set-up through to effectiveness testing and ultimate reporting to management of the overall position
  • Liaise with client auditors and client internal contacts on matters relating to treasury and hedge accounting
  • Keep up to date with upcoming changes to accounting standards and regulations (in particular IFRS 9 and EMIR) and ensure client and managed service centre is well prepared to administer these services
  • Implement and maintain procedures to comply with internal control requirements
  • Report service performance and highlight any variances/issues for resolution, and to investigate further/ take timely corrective action, where required
  • Identify and manage risk related to treasury managed service delivery and take responsibility for reporting risks in a timely, open and appropriate manner
  • ACA / CA / ACCA qualified or equivalent (preferably first time passes)
  • Experience in hedge accounting within a corporate or banking context
  • Exposure to financial reporting and/or regulatory reporting within a corporate or banking treasury environment
  • Technically sound with an understanding and appreciation of recent treasury accounting developments within corporate or banking environment
  • Detailed working knowledge of treasury operations within a corporate or banking treasury including end to end workflow and controls
  • Knowledge of delivering treasury outsourcing would be beneficial
  • Ability to work under own initiative and in many different and challenging environments
  • Ability to network effectively within large organisations and build relationships with individuals and clients
  • A quick learner with analytical capability and attention to detail
  • Experience of systems used in Treasury Management, Banking and ERP - essential
  • Experience of MSNav or other General Ledger Applications would be beneficial
53

Client Reporting Manager Resume Examples & Samples

  • Assume responsibility for the San Francisco CR functions, encompassing all activities required to support the business in accordance with the team’s objectives
  • Create and continually foster a culture of excellence, innovation, communication and accountability, where all members of the team are motivated to go above and beyond, to think globally and outside the box, and to continue to evolve processes and technology to maintain an industry-leading position
  • Motivate and influence individuals to perform at the highest expected level, regular team and individual meetings, objective setting and assessment, delegation of duties, recognition and reward for good performance, coaching and guidance where improvements are identified. Provide, document and support clear training plans for team members
  • Develop strong leadership across the team, such that individuals are able to effectively lead and inspire peers to excel in their work and career
  • Cultivate a global talent pool that continually pushes up and strives for additional responsibility and accountability and continually feeds a deep succession bench
  • Identify and leverage areas of outperformance while critically managing opportunities for development to create a team dedicated to continually raising the bar
  • Act as the senior point of contact for your regional team(s), and a senior contact for the global team as needed to support your colleagues
  • Champion the enterprise and constantly work towards furthering connectivity - nurturing a globally aligned client operations team
  • Oversee, thoroughly understand and ensure excellence among all functions falling under the responsibility of your direct reports
  • Responsible for production resource management; ensuring sufficient trained resources are available, following best practice management, team building and coaching, holiday coverage, recruitment and succession planning
  • Inspire ownership amongst the team, drive initiatives to completion, enable and delegate to best utilize and motivate others
  • Lead and support team members to participate in initiatives as they relate to business process re-design, systems development and process improvement
  • Create an environment where each team member feels empowered to challenge the status quo and is confident to express their opinion
  • Develop a detailed understanding of global process and nuances
  • Understand the risk environment within the department – promote risk awareness, assessment and control within the department
  • Contribute and build effective working relationships with all parties (internal and external). Ensure appropriate structure and reporting exists to manage/monitor expected service levels, identify and partner to deliver optimum solutions for business growth and efficiency
  • Business maturity, seasoned leader
  • Strong evidence of thought-leadership
  • Demonstrable experience leading high performing teams and cultures
  • Experienced people manager (and manager of managers) – good with the “what” and “how”
  • Change management experience, not afraid to challenge the status quo
  • Ability to lead strong subject matter experts and strong personalities
  • Experience setting objectives and creating accountability
  • Confident facing off with senior business leaders and global peers
  • Confident in unfamiliar environments and situations
  • Demonstrated ability to influence others, with or without technical knowledge
  • Strong team advocacy skills and disposition
  • Global (or at least remote) team experience
  • Attention to detail - risk and regulatory aware and responsive
  • Service provider management and oversight experience
54

Data Reporting Manager Resume Examples & Samples

  • 7+ Yrs. Professional Related Work Experience
  • Solid experience in an analytical role
  • Experience with Business Objects or similar business intelligence tools
  • Excellent communications skills; verbal and written. The ideal candidate will be able to demonstrate experience of direct interaction with clients and will be comfortable discussing and presenting materials
  • Good time management and organizational abilities
  • Comfortable working with high volumes and managing workload effectively
  • Ability to meet stringent deadlines
  • Excellent verbal & written skills
  • Ability to simply and concisely convey complex ideas
  • Thorough attention to detail with excellent prioritization skills
  • Strong Client focus
  • Must be able to manage multiple projects simultaneously
  • Enjoys solving problems and streamlining processes
  • Poised & self-confident (not afraid to ask questions or speak-up)
  • Enjoys a high volume, fast paced, dynamic environment
  • Taleo
  • Workday
55

Compliance & Performance Reporting Manager Resume Examples & Samples

  • Skills & Experience
  • Minimum 10-15 years of fund services experience
  • Degree in related technical area (such as finance, Mathematics, Economics or Computer Science), CFA or FRM qualification advantageous
  • Exceptional leadership and staff development skills with prior team management experience
  • Proven ability to drive and deliver efficiencies through re-engineering and process improvements ensuring optimal productivity
  • Ability to initiate and drive change
  • Project and program management with a demonstrated track record of project delivery
  • Proven ability to establish and review key metrics to measure workflow capacity, system efficiency and effectiveness of controls and serve as an escalation point
  • Control focus with a thorough understanding of operational risk
  • Excellent communication, influencing and negotiation skills with the ability to develop and maintain collaborative relationships both internally and with external clients
  • Ability to anticipate issues and aggressively drive initiatives to achieve results
  • Detailed knowledge of business processes and procedures as well as service and systems (including downstream impacts)
  • Proven ability to operate effectively in a matrix organization with the ability to work under pressure and to tight timeframes
  • All candidates must have
  • Fluent in Mandarin (written and spoken)
56

Customized Reporting Manager Resume Examples & Samples

  • Management and development of staff
  • Establish and maintain strategic vision for team
  • Development of custom report templates
  • Review of work done by junior members of team
  • Business process development and implementation
  • Developing operating procedures for team to guarantee standardized output
  • Work closely with IT organization in development of report templates
  • Work closely with business users in development of report templates
  • Work closely with ROI team in development of report templates
  • Undergraduate degree in related field of study is required (Finance, Accounting, Economics, Computer Science)
  • Graduate degree or professional certifications (i.e. CPA, PMP, CFA) are preferred but not required
  • Relevant prior work experience in Financial Services industry (10+ years)
  • Understanding of relational databases and working knowledge of SQL
  • Operations, Trust/Accounting, Global Plus, Report design, Data analysis, Programming experience a plus
  • Series 3, 7, or 63 preferred but not required
  • Proven track record managing medium to large initiatives
  • Ability to manage multiple priorities effectively and work in a fast-paced environment
  • Strong working knowledge of Microsoft Office suite
57

Reporting Manager Resume Examples & Samples

  • 8+ years of Public Accounting and/or Financial Services experience
  • Strong IFRS background
  • Previous experience with Financial Reporting and GAAP
  • Bank Reporting experience
58

Merchandising Reporting Manager Resume Examples & Samples

  • Understand the day-to-day and end-to-end Merch lifecycle and the data necessary to drive the business
  • Partner with the Business Intelligence team to identify and define the key data elements and drive data consistency across all reporting sources
  • Define and build the key reports for the Merchandising organization with an eye towards ease of use and driving action
  • Define data governance rules and processes to enable management reporting that drives business efficiency
  • 4+ years experience in business intelligence, analytics and reporting
  • MBA or equivalent experience desired
  • Proven track record in transforming business operations through information delivery
  • Exceptional quantitative skills with extensive MS Excel experience required. SQL experience required, Google BigQuery and Tableau preferred
  • Strong organizational, analytical and communication skills with extreme attention to detail and a strong sense of ownership
  • Flexible as priorities change; resourceful and fast learner a must
59

Strategic Planning & Reporting Manager Resume Examples & Samples

  • Bachelor’s degree required, preferably in Business, Engineering or MIS. Master’s degree preferred
  • 5+ Strategic Planning and/or Project Management Experience; 7+ years experience will be required for the Strategic Planning and Reporting Manager II. PM certification preferred
  • Comprehensive knowledge of Change Management. Project Management and Process Improvement Principles
  • Ability to manage multiple ongoing projects
  • Ability to collect, analyze and interpret both quantitative and qualitative data
  • Knowledge in MS Office products including Excel, Word, and Powerpoint required. Access development experience is a plus
  • Excellent organizational skills with an ability to effectively and efficiently manage multiple priorities and projects
  • Self-driven, results oriented with a positive outlook, and a clear focus on high quality
60

Service Organization Controls Reporting Manager Resume Examples & Samples

  • Manage Service Organization Control reporting (SOC1, SOC2) engagements and other attest and advisory projects
  • Maintain a learning program to continually develop personal skills of all staff
  • Financial Services (Insurance, Asset management, Pensions, Banking)
  • Evaluating and reporting on Internal Controls
61

Budgeting & Forecast Reporting Manager Retail Banking Group Resume Examples & Samples

  • Responsible for the development and management of RBG’s annual budgeting and quarterly forecasting processes and schedules. This includes development of a long range forecast (LRF) five years out. The candidate will utilize their previous experience in a budget/ forecasting position to develop and communicate a schedule of deliverables to meet the Bank’s FP&A deadlines, manage the workflow of a team of analysts, coordinate with key business partners, and produce meeting reports and presentations to Executive Management
  • Responsible areas of budget/forecasting include, but not limited to: capital budget planning, other operating expenses, and direct chargeback allocations. Candidate must possess excellent reconciling and variance analysis skills
  • Responsible for the managing the monthly operations, process controls, and reporting around capital projects, CIP general ledger accounts, initiative projects, and back-office cost center expenses
  • Responsible for the managing sections of the Budget Transfer process as relates to depreciation expense and capital projects. Coordinates with internal and external business partners, ensures appropriate methodologies are applied, and required approvals are obtained
  • Responsible for the critical examination of current budgeting and planning process to recommend and execute on improvements/enhancements to current process to improve i) accuracy/ usefulness of process, ii) repeatability of process, iii) control of process. The candidate must be willing to have a detailed understanding of the underlying data
  • Liaise with the Bank’s FP&A team and Finance Technology on an ongoing basis. Responsible for effective communication of potential issues with meeting budget/ forecast related deliverable dates and escalating system related issues to appropriate senior management
  • Must have excellent verbal and written communication skills and the ability to interact professionally with a diverse group, executives, managers, and subject matter experts. Strong partnership/team-building skills required to ensure that deliverables are understood and met
  • LI-RP1
  • Bachelor’s Degree in Finance or related field required
  • Advanced Degree or Certification highly preferred
  • 8 + years of relevant experience preferably in the banking industry
  • 8 + years of business analysis experience
  • 3 + years managing a team
  • Previous experience with Budgeting/ Forecasting Processes required
  • Prior experience managing large implementation projects
  • Track record of improving processes for accuracy, repeatability and control
  • Experience with Hyperion (v9) – including Smartview, Essbase, and Financial
  • Excellent Customer Service Skills to build strong relationships with business lines
  • Must have solid organizational skills, with the ability to handle complex projects in a multi-tasking environment and meet deadlines with quality results
  • Strong written and verbal communication skills for report writing, business requirement proposals, client interaction, and methodology documentation
  • Strong analytical and problem-solving skills coupled with thoroughness and attention to detail is highly desired
  • Works independently and proactively takes initiative to solve problems quickly
62

Finance Reporting Manager Resume Examples & Samples

  • Full Cycle Accounting experience (i.e. posting to G/L, Reconciliations, Month-end, Quarter-end)
  • Ensure compliance with GAAP
  • Experience with SEC Reporting and SOX compliance
  • Degree in Accounting or Finance only
  • 5-7 years’ experience
  • Superior verbal and written skills
63

Finance Reporting Manager Resume Examples & Samples

  • Statutury reporting
  • Monthly P&L variance analysis reporting
  • Managing P2P cycle
  • Employee expenses, claims reconciliations and reporting
  • Cash disbursement report
  • People management - training and mentoring
  • Presentating on reports
64

Risk Mgmt Reporting Manager VP Resume Examples & Samples

  • Actively manage the day to day activities of the reporting team, including providing guidance and advice in daily reporting issues, acting as an initial point of escalation for reporting issues, facilitating staff meetings, addressing performance related staff issues, and supporting the development and training of team members
  • Learn the high level mechanics of all the risk reports that the team is responsible for as a means to further business and technical understanding
  • Understand technology changes as they affect the reporting team and participate in Projects and UATs as required
  • Work to develop productive working relationships with the Risk Managers associated with assigned businesses. Design and implement solutions to benefit any new initiatives or directional changes that the RMs may be looking to implement. Continue to proactively enhance relationships with ICG Risk Reporting senior managers and peers
  • Devise and improve processes to aggregate factor sensitivity (market risk) and issuer risk across various trading platforms. Evaluate redundancies and inefficiencies in daily tasks to continually improve productivity
  • Develop an understanding of financial markets and market factors that affect risk exposure of ICG trading businesses. Learn market risk terms, units of measurement and risk management techniques utilized by independent risk managers
  • Liaise with regulators and auditors both internally and externally and insure all regulatory obligations are met and all audits passed satisfactorily
  • The ideal candidate will have a BS or BA and 0 - 4 years work experience in finance or a related control discipline (e.g. Risk Management, Financial Control, Audit, Operations, etc.)
  • Prior experience managing people is required
  • Intermediate/Advanced Microsoft Excel skills and at a minimum, basic Microsoft Access skills are required. The ability to quickly develop advanced knowledge of MS Excel and Access are a must
  • Excellent communication skills and ability to work with counterparts in different areas of organization
65

Tax Accounting & Reporting Manager Resume Examples & Samples

  • Manage preparation and review of the quarterly income tax provision
  • Maintain monthly forecast of effective tax rate and tax related balance sheet items
  • Support the income tax compliance process
  • Research and evaluate the implications of emerging tax issues and new business ventures
  • Ensure compliance with all SOX/404 requirements
  • Develop and support a team of tax professionals
66

Global Coe Reporting Manager Resume Examples & Samples

  • Leading a global team of professionals responsible for the management and delivery of Client reporting
  • Provide analytical support for Global GE Businesses, including efficiently consolidating information, producing reports and preparing management presentations
  • Analyze data for reasonableness – review variance drivers, historical trends and current business dynamics prior to releasing information to stakeholders
  • Ensure reporting accuracy for standard and ad hoc reporting
  • Support new client acquisitions and integrations
  • Deliver continuous improvement – make recommendations and implement agreed changes
  • Create a positive work environment for a global team and individual performance while enhancing accountability and metrics based decision-making
  • Assist management in the development and evaluation of goals and budgets for the team
  • Set resource plan and handle day to day interaction with outsourcing partner(s) as required
  • Oversee the Collections universe data to ensuring all data reported and used for analysis is source data
  • Key contact for Ad hoc analysis and reporting for Global Service Operations Leader and I2C Global Process Owner
  • Attract, retain and motivate exceptional talent I2C Reporting Standardization & Consistency
  • Responsible for Collections and Cash data; setting and enforcing data definitions and hierarchies, developing delivering reports, driving report automation
  • Educate the other WCS functions and GE Industrial Businesses regarding the benefits standardization and consistency will bring to the business. Project Management
  • Collaborate with the WCS PMO and technology organizations to ensure capability to deliver the Reporting deliverables
  • Lead and deliver key reporting projects such as the I2C Metrics, Data Warehouse project, OBIEE etc
  • Reviewing policies, systems, processes and controls to ensure optimum efficiency Establish and Maintain WCS Relationships
  • Support an environment of open and honest communication between validations integrations and the other work streams in WCS
  • Facilitate knowledge sharing sessions
  • Establish effective working relationships with peers and other business functions to seamlessly integrate the reporting needs of the organization
  • Work with internal and external customers to develop standard strategic reports and dashboards and provide insights into data and trends
  • Bachelor's degree in Accounting, Business, Economics, Finance, Math/Stat, Operations Research, etc. with Quantitative underpinning with relevant Financial Analytical experience
  • Proven experience in managing a Global team
  • Advance Project Management experience
  • Experience of information management, and a vision of how high quality analysis and reporting can add value to the enterprise
  • Ability to work in a matrix environment and mange in conflict situations
  • Effective organization & multi-tasking skills
  • Refined analytical, problem solving and decision making skills
  • Intense attention to detail
  • Ability to leverage support and knowledge from various functions
  • Ability to work alone and within a team
  • Ability to challenge the status quo and manage change
  • Demonstrated experience in using Business Objects, MS Access, PowerPoint and Word
  • Experience with business intelligence & data mining tools (Business Objects, SPOTFIRE, OBIEE, SQL, etc.)
  • CAS, FMP, IMLP, Graduate (GE Employees Only)
  • Black Belt, Green Belt, Lean Certified (GE Employees Only)
  • Account receivables and or cash management experience
67

CIB Ops-tax Reporting Manager Resume Examples & Samples

  • Strong awareness of tax operations and US tax reporting requirements
  • 8-10+ years of relevant experience
  • Strong understanding of FATCA, Chapter 3 withholding, remittance requirements, cost basis reporting, etc
  • Prior experience working with a broker/dealer
68

Equity Reporting Manager Resume Examples & Samples

  • Good communication and team player
  • Ability to work efficiently and with minimal supervision
  • Previous experience in management reporting
  • Background in finance, understanding of investment banking products would be a plus
69

FIU Metrics & Reporting Manager Resume Examples & Samples

  • Represent the NAM FIU with regard to all NAM FIU metrics and metrics-related projects
  • Assist Global FIU Metrics Coordinator with the production and review of the NAM Governance Committee Meeting materials
  • Manage capacity plan and impact assessments for NAM FIU to ensure adequate resource needs are in place
  • Oversee day-to-day production reports for NAM FIU Name Screening, COM and AML Investigations Utilities
  • Manage team of 4-6 analysts responsible for preparing daily, weekly, monthly and annual MIS reports
  • Four year college degree or related experience
  • 3-5 years experience in Banking/Financial Institutions
  • Experience managing a team and managing metrics & reporting
  • Excellent presentation and relationship management skills
  • Strong technical, analytical, organizational and interpersonal skills
  • Advanced proficiency in Microsoft Word, Excel, Access, Power Point and Outlook
  • Ability to manage multiple high level projects concurrently
  • Ability to interact with various levels of Senior Management
  • Comfortable making presenations to large groups
70

HR Analytics Reward Reporting Manager Resume Examples & Samples

  • Providing insight into the trends within Rewards and Benefits highlighted by the dashboards and further information used on an ad-hoc basis
  • Working with the Head of Reward to ensure that the insight from the reports and analytics is used to drive the right actions within HR
  • Responding to the operating issues of the Rewards and Benefits teams and using data to assist in resolution
  • Collaborating with HR Analytics colleagues to ensure Reward data is included in analytics and insights in other areas of HR
  • Understanding of Rewards and Benefits processes and data as well as wider HR
  • Strong Analytical skills and attention to detail
  • Logical approach to problem solving
  • Ability to work with and influence diverse stakeholder groups
  • Advanced Excel skills essential
  • Experience of advanced visualisation skills and tools an advantage but not essential
  • Knowledge of database tools an advantage but not essential
  • Experience developing reports in an enterprise reporting tool (e.g. Tableau, Business Objects, Oracle Business Intelligence (OBIEE), Crystal Reports, Qlikview or Microsoft BI)
71

Global Marketing Intelligence & Reporting Manager Resume Examples & Samples

  • Build close working relationships with the Regional Marketing teams, Global Marketing, and Marketing Analytics services to develop and deliver timely, consistent, and accurate marketing measurement and insights with maximum efficiency
  • Support work streams related to Global Advertising, Brand and Sponsorship measurement across more than 20 markets
  • Support the development of measurement techniques for social and digital advertising in-line with Visa’s global marketing measurement framework
  • Support the reporting of key multi country brand and advertising tracking studies and monitor Visa performance against key performance indicators; including deep dive analyses with insightful reporting
  • Support the development and communication of Best Practice within this role
  • ​Bachelor’s degree in Marketing, Economics or related fields
  • MBA and/or relevant graduate degree desirable
  • 5+ years of experience in global or multi-national business experience strongly preferred, including time in marketing analytics, research, management consulting and /or strategic planning
  • Superior analytical and problem solving skills, with demonstrated intellectual and analytical rigor applied to business and marketing problems
  • Demonstrated success using research and analytics to drive insights
  • Strong interpersonal and leadership skills to influence and build credibility
  • Confidence and ability to negotiate with and support senior management
  • Team oriented, collaborative, diplomatic, and flexible, with excellent presentation skills, including strong oral and writing capabilities (in English)
  • Ability to learn and use data platforms like Decipher, SPSS & SAS to pull down ready-to-use data
  • Proficiency with Excel, PowerPoint
72

Rohq-fro-treasury Reporting Manager Resume Examples & Samples

  • Requires extensive knowledge of CALM and GLRS System functionalities and related liquidity and price risk systems
  • Should be familiar with end-to-end reporting procedures for both daily and monthly reporting for at least 1 Tier1 country (i.e., Hong Kong, Singapore, Japan, Australia, Taiwan or Korea) or at least 2 non-Tier 1 countries
  • Familiar with CALM assumptions set-up, parameters, mapping logic and product flows
  • Able to handle and work with the business on how to implement assumptions updates, including assumptions set-up, UAT and cutover processes
73

Operating Controls & Reporting Manager Resume Examples & Samples

  • Support the Regional Chief Operating Officer for the APAC Risk Division with running the COO office
  • The main responsibilities will concern day to day business management, controls and interacting with the APAC CRO Management Committee members on outstanding topics and deliverables
  • The role will also require involvement with the risk governance agenda
  • Support the regional CRO COO in her/his daily responsibilities. This will include support with day-to-day running of the function as well as projects and ad-hoc activities as required
  • Resource and financial management – support the CRO COO to maintain regular administrative processes
74

Data Reporting Manager Resume Examples & Samples

  • High School Diploma or GED
  • 4+ years of experience in provider relations data analysis
  • Strong analytical and organizational skills
  • Experience in submitting data to New York State for the Health Provider Network (HPN) quarterly submission
  • Thorough knowledge of Microsoft Office ACCESS software and proficiency in Word and Excel
  • General knowledge of health care terminology
  • Demonstrate understanding and sensitivity to multi-cultural values, beliefs, and attitudes of both internal and external contacts
  • Demonstrate appropriate behaviors in accordance with the organization's vision, mission, and values
  • Prior supervisory experience
75

Reporting Manager Resume Examples & Samples

  • Delivery of high quality financial information to key stakeholders
  • Preparation and review of the Group and Bank financial statements (full year financial statements, interim statement and 20F) and quarterly FINREP
  • Review of the Group's income statement and balance sheet for reasonableness and consistency with expectations
  • Management of consolidation adjustments
  • Responsibility for the Group consolidation system
  • Ensuring ongoing design and operating effectiveness of the team's financial controls (including SOx controls)
  • Liaising with key stakeholders to ensure that timetable commitments for each reporting cycle / requirement are agreed and met and ensuring that any issues are appropriately resolved on a timely basis
  • Supporting Group wide projects and initiatives as required
  • Identifying and implementing process efficiencies
76

Risk Mgmt Reporting Manager Resume Examples & Samples

  • Strong understanding of accounting principles
  • Fundamental understanding of balance sheet accounting for broker dealers and bank entities
  • Strong understanding of product processors and reconciliation systems and account flows to the General Ledger
  • Ability to build processes from the ground up
  • Analytical ability to automate manual / tactical processes
  • Self-starter/motivator with high work ethic
  • Aptitude to handle multiple tasks and changing priorities
  • Ability to work independently and take ownership of various parts of the project
  • Strong Microsoft Excel, Word, PowerPoint, Visio are essential
  • Working knowledge of data warehouse, B.I. tools, and TLM or other standard reconciliation platform knowledge a plus
  • Knowledge of fixed income and equity products
  • IBM J-Rules engine, and database knowledge a plus
77

Internal Loss Reporting Manager Resume Examples & Samples

  • Ensures Op Risk program compliance with Company Internal Loss Data Procedures
  • Develops and communicate the Retail Finance process for Internal Loss reporting
  • Drives transparency to Operational Risks
  • Provides validation of risk assessments and ensures the accurate measure of risk
  • Manages the Internal Loss Data module in the Company EOR tool (MetricStream), including testing and management of all system enhancements
  • Partners closely with Finance to size loss data and escalate accordingly
  • Provides foundation for accurate calculation and allocation of OpRisk Capital
  • Supports Operational Risk management through participation in strategy sessions
  • Bachelor's degree with minimum of 3 years of Operations, Finance, Legal , Risk or Compliance experience or; in lieu of Bachelor's Degree, minimum of 7 years of Operations, Finance, Legal , Risk or Compliance experience
  • 1+ years' experience in financial services or banking industry with understanding of financial services regulatory environment
  • 1+ years' experience in Lean, Six Sigma and other process improvement, quality control methodologies
  • Prior Operational Risk experience or understanding of finance and general ledger processes
  • Experience creating and delivering to all levels of an organization including senior leadership
  • Demonstrated ability to lead multiple initiatives and achieve performance goals in a high volume environment
  • Ability to work independently in fast paced global environment with demonstrated ability to accomplish goals on complex, time sensitive projects
  • Excellent interpersonal skills - ability to foster relationships and create informal networks, both internal and external
  • Understanding of financial service regulatory environment
78

AM Client Reporting Manager Resume Examples & Samples

  • Administer performance appraisals and provide positive and constructive feedback on an ongoing basis to staff members
  • Act as the escalation point for sensitive client issues, which involves working with the Front Office to resolve questions, investigate issues and develop a satisfactory response to the client's concerns
  • Act as oversight for all aspects of the statement operations process: Ensuring client statements are released timely, confirming Red Herring emails are sent according to the daily reports, reviewing Estate Valuations for accuracy, and responding to statement inquiries within the stated Service Level Agreement
  • Partner with the business and product groups to capture and categorize client issues and proposed enhancements to client statements, define the technology requirements, and submit to the project team
  • Lead projects to enhance the current process which includes coordination of testing and implementation of any changes that impact Client Reporting space
  • Represent the Statement Ops Team on any projects that may impact the Statements space
  • Work with Technology and Operations partners to understand functionality of OMNI (Core Accounting System) and appropriate postings for securities; understand how this translates to the statement and client reporting
  • Vendor management and issue resolution related to printing and delivery of statements
  • Investigate opportunities to reduce costs, provide automation, and analyze fluctuations in key metrics
  • Ability to work in a deadline driven environment and prioritize tasks appropriately
  • Excellent verbal and written communication; ability to communicate with all levels, including senior management
  • Ability to develop & maintain relationships with business partners
  • Ability to think creatively and recommend / implement process improvements
  • Strong background in use of Microsoft Office software (Excel, PowerPoint, Access, Word)
  • In-depth knowledge of financial products with an understanding of the attributes of all investment products, as well as related calculations
  • In-depth knowledge of the accounting for financial instruments, including derivatives and multi-currency instruments
79

Operations Reporting Manager Resume Examples & Samples

  • Manage and oversee the timely delivery of the month-end and daily operating reporting packages
  • Support and work with various business unit leaders by providing special analytics and reports
  • Assist in the annual forecast process
  • Coordinate and assist in the preparation of the material used in various annual and quarterly business meetings
  • Analyze industry trends
  • Bachelor’s degree in accounting, finance or economics
  • Minimum of five years of prior relevant experience
  • Automotive-related experience (retail automotive or automotive finance) is preferred
  • Highly proficient in both Hyperion Financial Management and Hyperion Data Management and knowledge of Essbase
  • A strong work ethic and ability to work in a dynamic, rapidly changing work environment
80

Cio-treasury & CIO Liquidity Reporting Manager Resume Examples & Samples

  • Regulatory Reporting including LCR (US, Basel & EBA), NSFR, EMR and 4G/5G
  • Develop understanding of Treasury’s Available Collateral and associated Reporting
  • Liquidity Risk Infrastructure UAT, Working Group participation, Document review
  • Work with Liquidity Management and Policy groups to interpret and understand new regulations from the Fed, Basel, EBA and PRA
  • Providing ad hoc support to Management and Front Office
  • Partner with other CIO regions and other LOBs
  • Proven manager with strong commitment to developing staff
  • Ability to work independently using initiative to prioritize deliverables and coordinate team resources
  • Excellent analytical skills and high attention to detail
  • Highly numerate with a methodical approach to problem solving
  • Strong relationship building and communication skills
  • Excellent time management, organisation and multi-tasking skills
  • Work well under pressure, meet deadlines and manage multiple priorities
  • Team focused, with good interpersonal skills and a desire to understand the bank’s systems and products
  • Maintaining drive to improve efficiency and control through focused change initiatives
  • Product knowledge across a broad range of banking products
  • Accounting qualification preferred
  • Knowledge of Liquidity regulatory environment is desirable
  • Good technical skills in software such as MS Excel and Access
81

Management Reporting Manager Resume Examples & Samples

  • Budget, forecast & management reporting on key investments and projects
  • Provide analysis and insights around risks and opportunities
  • Economic financial modelling to clearly understand factors effecting projects and investments
  • Presentation to senior stakeholders in the business and across finance
  • Provide commentary around drivers of the forecast
  • Team management with two experienced Managers
  • Profitability analysis
  • NPV analysis
82

Global & Americas Venture Capital & IPO Operations & Reporting Manager Resume Examples & Samples

  • Manages a portfolio of moderate to complex projects, including new technology or process deployments and the development and deployment of continuous improvement initiatives
  • Creates and develops project/program scope and schedules. Plans and assigns resources to associated tasks and deliverables as appropriate
  • Responsible for managing resources, communications and cost management of projects/programs
  • Leverages understanding of complex workflow of operations to consult on well thought out suggestions for improvement
  • Creates, develops and facilitates the implementation of solutions across teams requiring ongoing working relationships at varying levels
  • Facilitates solutions across projects/programs requiring ongoing working relationships. Examples may include identifying technology improvements, and working to establish efficient processes across multiple groups
  • Understands and supports the project/program measurements, including the ability to do effective process analysis, report quality results, and work with operations to drive improvements
  • Manages moderate to complex projects that require the ability to create and implement timelines related to project deliverables, assign tasks and follow up on their completion and manage sponsor/customer expectations of the outcome of the deliverable
  • Understands and applies knowledge of the firm’s business, organizational structure and operations to effectively identify opportunities to support the firm’s strategy and key initiatives
  • Applies process and technology enablement knowledge to analyses and problem solving
  • In-depth knowledge and breadth of experience with project management practices and tools
  • Ability to assert ideas and influence others to gain support and commitment for shared projects
  • Strong knowledge of change management principles
  • Ability to demonstrate strong cultural awareness skill to facilitate working in global teams and groups
  • Ability to identify strategic opportunities and influence the actions and decisions of others to bring focus to critical strategic issues
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and Visio
  • Works independently with minimal guidance
  • Prioritizes own deadlines; delegates tasks to others
  • Escalates complex issues with recommendations to project sponsors and/or leadership
83

Enterprise Reporting Manager Resume Examples & Samples

  • Oversees functionality and availability of all reporting solutions and related components
  • Manages processes within the Enterprise Reporting group including development lifecycle functions, report scheduling and delivery, recurring reporting and communication, quality assurance testing, etc
  • Ensures reports are documented and provided accurately, completely and in a timely manner
  • Contributes to and supports strategy for Enterprise Reporting
  • Strives to achieve maximum uptime and reliability of reporting systems and data while meeting the required service levels
  • Ensures appropriate maintenance contract coverage for all required software
  • Provides proactive communication with the customer (user) community
  • Establishes schedules for reporting hardware/software refresh/upgrades
  • 7+ years in-depth knowledge and hands-on experience with Enterprise reporting tools such as Business Objects, Cognos and/or WebFOCUS
  • Excellent management skills required including
  • 3-5 years people management experience including coaching and mentoring
84

Senior Reporting Manager Resume Examples & Samples

  • Prepare external financial statements and filings (i.e. Quarterly and Annual Reports on 10-Q/10-K, earnings releases, registration statements, proxy statements, etc.) including performing technical writing within the financial statements, management discussion and analysis, and other financial sections of reporting packages and/or filings
  • Create and maintain external reporting / SEC calendar to inform parties of necessary deadline adherence for the following processes: financial close, press release and 10-Q/K and manage the internal and external review process for these documents
  • Analyze financial results or underlying transactions by extracting data from the accounting system and other sources and compiling financial schedules and analysis
  • Perform technical research of new accounting pronouncements and assist with evaluation and communication of the current & future impact on the company
  • Assist in the coordination of annual audit and quarterly review activities of external auditors
  • Bachelor’s degree or higher in Accounting
  • CPA with 7+ years total experience, with at least 5 years in public accounting (Big 4 preferred), and heavy exposure to SEC and financial reporting
  • An excellent knowledge of US GAAP and SEC rules and regulations is required combined with the ability to research and propose company positions on complex accounting issues
  • Experience with accounting systems
  • Superior analytical, organizational, written and verbal communication skills
85

Accounting & Reporting Manager Resume Examples & Samples

  • Prepare monthly/quarterly audits
  • Handle general ledger and month-end and year-end closing
  • Prepare and distribute financial statements
  • Assist with preparation of annual tax returns
  • Accounts reconciliations and all billing related reporting
86

Subscriptions Reporting Manager Resume Examples & Samples

  • Job Description* The role of the Subscriptions Reporting Manager at The Financial Times is to support the B2C marketing department in their reporting needs both through directly providing this support in the querying and building of data views and also through the development of reporting tools (such as data dashboards and data cubes) to allow the team to better self serve their data needs
  • Main Duties and Responsibilities* Work with Head of Ops in gathering marketing team reporting requirements and assisting in dashboard design Driving continued development of the B2C data cubes (digital (‘Finance’) cube, digital attrition cube and print cube) to include new attributes such as marketing campaign, offer, platform, RFV and similar Creating bespoke ‘views’ on the reporting cubes to serve the needs of the team (eg retention/acquisition reports and trial dashboards) Assisting the marketing and customer service teams in the practical implementation of ‘Customer DNA’, to commence with exposing key guiding data such as RFV to reps during call activity Providing timely and effective day to day support for the data needs of the B2C marketing team and also for all other direct stakeholders in the subscriptions business when they need insight into our subscription metrics/business Work with the Head of Payment Optimisation in the completion of a set of reports built on raw data feeds from our Payment Service Providers that will allow data cube like access to this data, essential for optimising payment flows Work with the Marketing Operations Manager in building queries and reporting techniques to improve the way in which we manage data quality in our subscription platforms
  • Essential Skills* Strong Interpersonal skills Ability to work independently and manage/prioritise own workload Highly numerate/analytically minded and able to solve complex logical challenges Strong Excel skills, demonstrating the ability to interpret and manipulate data into meaningful business conclusions and actions Experience of report building and data visualisation Some knowledge of Structured Query Language (SQL) for direct data querying
  • Preferred Skills* Experience of a subscription related business Experience of working with and helping to design data cubes Knowledge of relational databases Experience of having worked with Business Analysts and Data Technology teams in the delivery of reporting tools
87

Project Analysis & Reporting Manager Resume Examples & Samples

  • Minimum five years of relevant work experience
  • Broad experience managing several projects at one time
  • Basic knowledge of online/payment products is a plus
  • Experience with Visio and Microsoft office products
  • Experience with writing use cases and test scenarios
  • Excellent interpersonal and team player skills
88

Performance & Reporting Manager Resume Examples & Samples

  • Supporting the development of strategic business requirements and working closely with the Technology and User Experience teams to create technical solutions for a variety of projects
  • Identifying opportunities to enhance the strategic reporting platform and performance data quality by gathering and analyzing feedback and collaborating with partners across the organization such as the 3D advisor platform, MS Online Operations and Private Wealth Management
  • Perform reviews of FA strategy composites and GIPS compliance
  • Partnering with the Program Management and Quality Assurance teams and creating user acceptance testing and implementation plans to track the overall progress of projects
  • Leading the creation of communications and training programs to announce and educate the field about upcoming strategic initiatives and tactical enhancements
  • Coordinating legal and compliance reviews and maintaining appropriate documentation
  • At least 2-3 years’ experience in performance reporting
  • GIPS competence
  • Self-starter with exceptional project management skills
  • Strong analytical capabilities and problem solving skills
  • Ability to work well with employees across a diverse range of functional groups
  • Assume high level of autonomy
  • Be very organized and able to meet deadlines in fast paced environment
  • Effective communication and interpersonal skills
  • Advanced Excel and PowerPoint skills
89

Finance Reporting Manager Resume Examples & Samples

  • Responsible for Manage the timely preparation and review of the consolidated financial statements and periodic, quarterly and year-end SEC filings, including 10-K, 10-Q, 8-K and other required SEC filings. Ensure compliance with SEC and GAAP reporting requirements, including XBRL tagging
  • Partner Support Investor Relations with the preparation and review of the earnings press releases, earnings conference call scripts and other financial data summaries
  • Perform Review Regulatory Reporting schedules, including the Call Report, Y9-LP and Y9-C
  • Oversee the preparation of the Statement of Cash Flows
  • Coordinate with corporate finance departments, operational finance teams and external auditors regarding required financial reporting and audit-related deliverables. Monitor and enhance formal processes to ensure deliverables are accurate and timely
  • Facilitate review and approval of SEC filings with external auditors, inside legal counsel and disclosure and audit committees. Prepare timelines and meeting materials, distribute draft filings and coordinate certifications and sign-offs
  • Perform Research authoritative literature for proper accounting treatment
  • Perform technical accounting analysis and review
  • Active Certified Public Accountant (CPA) required
  • Minimum 3 years management experience
  • Knowledge of Comprehensive and current understanding of financial statements, accounting principles, and SEC and Bank Regulatory reporting rules
  • Possess Ability to manage multiple deliverables and work well under pressure
  • Possess High degree of initiative, exceptional organizational and problem solving skills and commitment to a high level of accuracy
  • Demonstrate Excellent oral, written and interpersonal skills
  • Experience with financial institutions preferred
  • LI-DNP
90

Distribution Operations & Reporting Manager Resume Examples & Samples

  • 5+ years of related experience; 3+ years of experience in a Managerial role
  • Previous experience with Budgeting / Forecasting / Planning and Financial Analysis / Reporting
  • Solid analytical, critical-thinking and problem-solving skills
  • Experience with Oracle eBusiness Suite and Business Objects
91

Reporting Manager Resume Examples & Samples

  • Lead the month-end close process and manage month end reporting
  • Review Balance Sheet, cashflow and P&L statements and undertake related analysis
  • Prepare year end statutory accounts
  • Lead working capital management, tax compliance and treasury
  • Lead local technical accounting implementation and interpretation
  • Deliver an appropriate risk and control environment
  • Liaise with external auditors
  • Lead key projects across ANZ and the wider group as required
  • Identify and drive process improvement initiatives throughout the business
  • Manage and develop three direct reports
92

Governance, Policy & Reporting Manager Resume Examples & Samples

  • Monitoring and Surveillance of compliance risks (AML, Business Compliance and Core Compliance) and reporting to relevant Governance Committees
  • Providing assurance to all stakeholders that Compliance key risk indicators are tracked, documented and escalated as necessary
  • Understanding, owning, prioritizing and delivering all compliance reporting
  • Providing enhanced oversight of Testing ensuring all key Compliance risks are adequately tested
  • Play lead role for GE Capital, UK Regulatory and Compliance team through leading and executing the development of appropriate data and MI tools to ensure a full understanding of the drivers of Compliance risk within the business
  • Deliver Monitoring dashboards, track action plans and escalate as appropriate
  • Produce effective, accurate and timely periodic Compliance reporting and ensure content is responsive to stakeholders’ evolving needs. Work cross functionally to gain information from other sources where relevant
  • Identify and manage relevant stakeholders across the business to establish and implement action plans to achieve compliance with evolving policy and program expectations
  • Play a pivotal role in the co-ordination and submission of data to internal and external stakeholders
  • Provide enhanced oversight of Testing ensuring all key Compliance risks are tested in line with GECC requirements and inherent profile of the business
  • Provide oversight, coordination and approval of Test plan
  • Support strategic planning phases as required and support companywide actions required to comply with any/all regulatory examination and information requests
  • Report regularly to relevant GE Capital, UK governance committees on plan, progress and required support
  • Interact with Capital International HQ and other platforms to ensure consistency of GE Capital, UK compliance processes and governance compared with other Capital International businesses
  • Assess the impact of policy change or rollout and coordinate the development of processes to meet the Policies requirements
  • Ensure effective use of the Enterprise & Operational Risk system, including migration of legacy issues, appropriate issue descriptions and action plans, and monitoring overdue issues
  • Compliance function’s operational risk champion and responsible for leading the function’s Risk Control Self-Assessment
  • Excellent track record within Compliance, Risk, Finance and/or Regulatory Management
  • Experience in designing and implementing companywide control frameworks
  • Experience of data integration tools is essential. Preference for strong excel and PowerPoint skills
  • Experience working with regulators and/or building processes to satisfy regulatory, governance or policy requirements
  • Self-motivation and commitment to achieve demanding objectives
  • Flexibility, resilience and resourcefulness
  • Experience leading large, complex projects with business wide impact
  • Proven communication and negotiation skills with ability to influence at all levels
  • Ability to build clear and impactful storyboards to enhance communication of desired message
  • Maintains and extends a comprehensive range of key internal and external contracts, to provide input to the full range of Compliance initiatives
  • Ability to work in a fast paced global environment, with cross border experience an advantage
  • Educated to degree level in Finance, Business, Economics or Risk Management, or similar numerate course, or equivalent business experience
  • Industry experience (factoring, banking) will be an advantage
93

Affordable Care Act IRS Reporting Manager Resume Examples & Samples

  • Share responsibility for the execution and timely delivery of 1095-Cs/1094-Cs to the appropriate parties. Focus on strategy, process evaluation, process improvement and risk mediation, vendor advisory, shared service development, and use of technology to generate efficiencies
  • Collaborate and coordinate within the IRS Reporting Team and among the EY Operation Teams and EY Technology teams to ensure quality deliverables to our clients
  • Perform technical research and draft memorandums or documentation to outline findings or policies/guidance
  • Correspondence with key personnel within IRS may be necessary
  • PHR, SPHR, GPHR or CPP preferred
  • Ability to lead client discussions and collaborate with clients, identify engagement opportunities, and have a strong desire to excel
  • Significant large-scale project management experience, including project planning/scoping, budget management, reporting, and resource management, as well as the ability to engage clients and colleagues at all levels
  • A strong client focus and awareness of the business
  • Commitment to make an impact on the team
94

Business Controlling & Reporting Manager Resume Examples & Samples

  • Ensure cost accounting guidelines are enforced and in line with other regions
  • Strategic development and continuous improvement of the Inter company transfer pricing organization and processes
  • Providing controlling support to define business strategies, and support the translation and implementation
  • Responsible for analyzing in-depth business specific developments
  • Provide regional and global business controlling reporting requirements defined by regional business management team
95

DC Planning & Reporting Manager Resume Examples & Samples

  • Works with Supply Chain Planning teams to deliver inventory, service and cost objectives, and drives collaborative supply chain improvements with wholesale customers
  • Responsible for Scheduling and Inventory activities including scheduling of production to ensure service and cost targets are met
  • Accurate and timely analysis of critical indicators such as days of supply, planning standards and production capacity and takes corrective actions as appropriate
  • Prepares both short-range and long-range planning and executional, ensuring on-time delivery of all components according to the plan
  • Cross-functionally, coordinates planning with S&OP functions to assure highest levels of customer service, while balancing cost of inventory and efficiency
  • Identifies improvement opportunities, develops and implements improvements to processes
  • Analyzes department generated reports for cross functional teams focused on Continuous Improvement supporting Distribution Metrics to include Root Cause Corrective Action
  • Communicates to Customer Service and Supply Planning regarding schedule changes (date and quantity), cancellations, rejections, production overages and shortages
  • Participates in team/department meetings, actively offering suggestions where warranted
  • Works with Distribution leadership and customer service to build forward looking business plan for upcoming 3-6 weeks
  • Develops detailed daily/weekly work plan to balance weekly workflow and drive staffing needs
  • Co-responsible for managing work flow into (receipts) and through Michael Kors distribution operations (Whittier Campus)
  • Analyzes seasonal SKU calendar for space planning
  • Plans weekly/daily wholesale outbound shipping routing to meet service requirements
  • Produces shift planning and productivity reports
  • Reviews priorities from business and either adjusts plan to meet or agrees on possible solution
  • Manages and develops direct reports
  • Demonstrated planning management experience
  • 8+ years working in and managing distribution operations
  • Strong knowledge of Distribution and Planning principles including KPI and benchmarks
  • Outstanding organizational, planning and problem solving skills with the ability to prioritize multiple issues and produce solutions
  • Requires a bachelor’s degree in Business Administration or related field or equivalent experience
  • Demonstrated use of process improvement techniques
  • Good written and verbal English language skills
  • Knowledge of Manhattan Associates warehouse management system is preferred
  • Retail and department store distribution experience desired, but not essential
96

Key Risk Indicator Reporting Manager Resume Examples & Samples

  • Work with the Head of the O&T Quantitative Risk Program within the O&T Risk Analysis unit and the OTRC leadership team to support the goals and objectives of the organization
  • Develop KRIs, and other risk metrics for senior stakeholders that are clear and concise to enable effective decision making
  • Design reporting solutions, including developing and communicating reporting requirements for new risk metrics, that are extendible, provide transparency into the results, and meet the needs of O&T Risk and Control community
  • Build strategic alliances with senior partners across sectors and regions and day-to-day working relationships with the direct reports of the Global Head of Global Strategy to increase process performance and deliver on goals and objectives
  • Ensure process, risks and controls are clearly identified and managed for the KRI Reporting function and execute of the Manager’s Control Assessment (MCA) as required
  • Address outstand regulatory and audit issues as needed
  • Manage human resources and budget for the KRI reporting function
  • Prior experience in partnering with multiple groups, developing a holistic understanding of the needs of each, and rationalizing & synthesizing each party’s requirements to identify Key Risk Indicator reporting opportunities
  • Capacity to anticipate requests from senior management and work proactively to develop solutions beforehand
97

Business Accounting & Reporting Manager Resume Examples & Samples

  • Deliver monthly management accounts including profit and loss, volume and KPIs, balance sheet, commentary and other financial analysis
  • Present and explain the monthly management accounts to key Business Managers
  • Co-ordinate and consolidate the results from oversea’s business units and divisions
  • Review of overseas reporting , liaise with regional controllers and business analysts to resolve any reporting and process issues
  • Prepare quarterly balance sheet reports and variance analysis
  • Manage the preparation and review of all balance sheet reconciliations and clear all differences, analyse and explain balance sheet movements
  • Work with the Financial Projects team to develop, test and deliver reports and queries to provide greater insight into the business
  • Plan, co-ordinate and deliver the annual business budget in conjunction with business and other finance managers
  • Plan, co-ordinate and deliver financial forecasts on a regular basis
  • Work with external distribution and fulfillment providers to ensure that all financial transactions for subscriptions and trade sales are complete and accurately input
  • Work with the Group tax department to ensure local compliance with corporation, employment and indirect tax laws and regulations
  • Oversee editorial accounting team
  • Meet all Group reporting requirements including preparation and review of year end and half year statutory packs and supplementary schedules and liaise with auditors
  • Manage a team of 9 people including the work scheduling, coaching, review, mentoring, performance management and development of all individuals
  • Work closely with the similar US and Asia based team to coordinate and consolidate the results from overseas divisions
  • A degree in Accountancy with post qualification experience
  • Experience of managing a large team
  • Awareness of IFRS
  • Management and financial accounting experience
  • Media industry knowledge
  • Experience in the use of Peoplesoft reporting modules
98

Group Tax Reporting Manager Resume Examples & Samples

  • Prepare monthly, quarterly and annual group tax reporting inputs for management and statutory accounts for sub- consolidations and group consolidation
  • Understand significant transactions undertaken and ensure tax impact is correctly reflected in the consolidated results
  • Ensure correct information is obtained from underlying accounting systems and ensure appropriate accounting for tax under IFRS
  • Assist with forecasting the effective tax rate, tax capacity and tax balance sheet, collating information from business units and Tax Advisory; understanding variances from expected rate
  • Operating controls to manage risk
99

Group Tax Reporting Manager Resume Examples & Samples

  • You will be a key member of a small team responsible for reporting the Group's tax numbers in the statutory report and accounts and in management reporting (including forecast, stress test and regulatory reporting)
  • Prepare monthly, quarterly and annual group tax reporting inputs for management and statutory accounts for sub and group consolidations
  • Some weekend working will be required for key quarterly reporting deadlines (usually no more than 1 weekend per quarter)
  • Good current knowledge and experience of tax legislation and accounting standards under IFRS are essential to this role
  • Good systems knowledge (general ledger and consolidation systems - GDRS)
  • Strong analytical and interpretative skills
  • Excellent PC (Excel) and organisational skills
  • High attention to detail, creativity, problem solving and interpretive skills are also key elements to this role
100

Bus Analyst & Reporting Manager Resume Examples & Samples

  • Coach and mentor managers to assist business analysts and information analysts in developing, testing and producing operational reports supporting business partners
  • Coach and mentor team leads, supervisors or managers to be successful in managing their respective teams
  • Build partnerships with key operational business contacts, internal customers and colleagues across other analytic teams
  • Actively evaluate risks in the department
  • Implement, monitor and evaluate controls to ensure risks are mitigated
  • Evaluate reporting inventory to rationalize continued production and ensure reports are decommissioned that are not in use
  • Ensure policy and procedure adherence within the department
  • Lead report specific project activities including prioritizing, developing schedules, determining resources, preparing plans, data and documentation, and resolving issues
  • Collaborate with management and staff in the development and implementation of all projects and/or initiatives related to operational goals and/or process improvement directives
  • Bachelor's degree or equivalent required with concentration in MIS, Risk Management, Finance, Computer Science, Mathmatics, or Statistics preferred
  • Background in SQL, SAS Base SAS, SSRS, SAS/Graph, and Oracle environments is required (use of tools like TOAD & SQL plus)
  • Proficiency with business process re-engineering and business/user requirements
  • Demonstrated knowledge of mortgage banking servicing, operations or originations
  • Strong skills to interact with business users including management and translate business requirements into technical solutions
  • Demonstrated flexibility and organizational skills
  • Ability to prioritize and shift workloads to meet change in demand, requirements or business need
  • Seven or more years of prior experience in financial services, mortgage banking and/or default mortgage servicing expertise preferred
  • Must be able to work well in an environment with defined timelines and delivery schedules
  • Capability to review and translate functional specifications to validate and ensure business requirements are met
101

Reporting Manager Resume Examples & Samples

  • Quarterly consolidation reporting for a HK listed company with more than 300 subsidiaries. Prepare reporting in both IFRS and HKFRSs
  • Preparation of monthly financial analysis on major financial statements items with the follow up of the budget
  • Preparation of reporting and financial analysis for new emerging industries (E-business etc)
  • Preparation of budgeting and three year plan on a regular basis
  • Coaching accounting teams and subsidiaries' reporting teams to achieve the common target
  • Other jobs delegated
102

Business & Reporting Manager Resume Examples & Samples

  • Global Electronic Cash Operations (GECO), which includes the USD Wire and ACH products
  • Client Service & Solution Center
  • Office of Foreign Assets Control (OFAC)
  • Prepaid Cards
  • Support the financial and budget processes, including
  • Undergraduate (4yr) or Masters degree in Business, Finance or related field required
  • Minimum of 10 years of relevant work experience, including at least 5 year of prior management experience
  • Proven ability to multi-task, manage a heavy workload and perform with a sense of urgency
  • Able to quickly adapt quickly
103

Daily Reporting Manager Resume Examples & Samples

  • Managing the resources in the local group while being the liaison with the other groups
  • Data; hands on data sourcing, analyze the data for quality, harmonize the data and work with sources to finalize requirements, develop feeds, document business rule transformations and work with development team to implement
  • Continue to design and implement data governance best practice audits, validations and reconciliations with the business teams
  • Partner with the business to understand and document various reporting requirements, Dashboards, MIS, Business Intelligence, data governance and reconciliation
  • Lead implementations for enhancements/projects and ability to communicate clearly issues, risks and status updates to developed plans and dashboards
  • Assist to design data architecture, data flows and contribute to the overall application ecosystem
  • Iterate with the business and technology to define and develop coherent and visually aesthetic and graphic based business intelligence and dashboards
  • Provide production support on data issues and processes in a challenging and time crunch environment working closely with business, vendor, and data teams to resolve the issues
  • Authors various documents on projects such as use cases, process flows and other related project documents and adheres to life cycle documentation; BRDs, FRDs and test documentation
104

Investment Reporting Manager Resume Examples & Samples

  • 8+ years of related portfolio operations experience
  • Experience translating business requirements into technical language
  • Strong organizational/multi-tasking skills with the
  • Ability to plan/prioritize to ensure efficient and timely deliverables
  • Comfortable working collaboratively and independently
  • Strong interpersonal, communication, and presentation skills essential with an aptitude towards client service
  • Prior experience with Advent Portfolio Exchange (APX)
  • Bachelor’s Degree in accounting or finance
105

Provider Network Filing & Adequacy Reporting Manager Resume Examples & Samples

  • Health care or managed care with Provider Contracting, Network Management or Provider Relations experience
  • Demonstrated management experience and partnering with senior leadership on strategic initiatives
  • Proven planning, preparation and presenting skills
  • Demonstrated ability to oversee multiple processes with aggressive deadlines
  • Demonstrated technical experience and proficiency in understanding database structures
  • Working knowledge of SQL helpful
  • Proficiency in analyzing healthcare trends in the Network Adequacy space
  • Comprehensive knowledge of Medicare policies, processes and procedures
106

Ccar-review & Challenge Finance & Reporting Manager Resume Examples & Samples

  • Develop, maintain and manage guidance, policy, templates designed to promote the review and challenge function across finance areas
  • Establish and perform an effective business as usual platform for on-going review and challenge of CCAR and capital adequacy efforts
  • Develop appropriate training and educational materials for senior management and Board members on tools and approach for effective review and challenge
107

Ccar-review & Challenge Governance & Reporting Manager Resume Examples & Samples

  • Develop, maintain and manage guidance, policy, templates designed to promote the review and challenge function across finance areas
  • Establish and perform an effective business as usual platform for on-going review and challenge of CCAR and capital adequacy efforts
  • Develop Establish and perform an effective business as usual platform for on-going review and challenge of CCAR and capital adequacy efforts
  • Develop appropriate training and educational materials for senior management and Board members on tools and approach for effective review and challenge
108

Financial Accountant & Reporting Manager Resume Examples & Samples

  • Prepare and consolidate annual LLP financial statements
  • Overseeing the month end process including all reporting
  • Prepare and consolidate budgets and forecasts
  • Analysis of weekly cash-flow forecasting
  • Supervision of a team of 3 people
  • Working closely with the group financial controller and finance director to provide analytical support
109

Reporting Manager Resume Examples & Samples

  • Assist in the Company’s external financial reporting process, including SEC reporting (Form 10-K, 10-Q), quarterly and annual census reporting, and other financial and governmental statutory reporting as required
  • Prepare /or review quarterly financial statements, including statement of cash flows
  • Assist with or review of equity and stock-based compensation accounting
  • Assist with or review of the xBRL process
  • Support testings by internal and external auditors on internal controls
  • Partner with the accounting and finance department to create a high performance team capable of meeting the Company’s and the department’s objectives
  • Ad-hoc projects and research as needed
110

B&MS Quantitative Analysis & Reporting Manager Resume Examples & Samples

  • Identify strategic marketing, pricing and profit driving opportunities through the development of profitability models and the active analysis of the Bank's consumer and commercial credit card portfolios. Assist B&MS Department Managers by providing financial analyses related to the bankcard, merchant and constant credit lines of business, introduction of new products, contractual decisions and efficiencies of the department operations
  • Generate monthly reporting, identify trends and provide a detailed analysis of the performance of the BC portfolio for senior management. Manage all external and internal reporting for B&MS including Portfolio Analysis, Efficiency Reporting, Visa and MasterCard Reporting, etc. Provide regional reporting to the banking network relative to new production, financial performance, penetration, etc
  • Manage departmental staff, including obtaining and maintaining top performing staff, Performance Appraisals, and addressing any training needs
  • Evaluate and revise current reporting practices to ensure accurate and high quality information is delivered to both internal and external clients. Reconcile sources of information with external processors
  • Lead the strategic planning process for B&MS, assisting with centrally planned accounts, forecasting growth, and training. Track planned figures vs. actual on a monthly basis and report fluctuations as appropriate
  • Coordinate the dissemination of quarterly efficiency analyses for B&MS and Department Managers to manage staffing and the organization of business units and processes
  • Implement and manage a relational database report management program (Total Access) resulting in more accurate and timely reporting of key statistical data and the integration of information between departments. Act as the System Administrator of Total Access including managing cost components of the program, providing administrative support, performing periodic database audits, maintaining a terms and definition document, and chairing user group meetings
  • In conjunction with the management of Total Access, develop portfolio performance and profitability reporting related to the production and retention of bankcard and merchant accounts at the most appropriate level, i.e., branch, regional, consolidated, etc
  • Assist with the restructuring of the Bank's Product and Client Profitability Measurement Systems by evaluating and modifying income and expense allocation methodologies to ensure that accurate cost accounting measures are adopted
  • Bachelor's degree in Accounting, Finance, quantitative analysis or business-related field
  • Five years experience in banking or three years in credit cards
  • Demonstrated proficiency in basic computer applications such as Microsoft Office products with extensive knowledge of Excel and PowerPoint
  • Very strong analytical skills and problem solving abilities
  • Ability to work independently and creatively
  • Master's degree in Business
  • Programming languages, SAS, SQL
111

Senior Finance Reporting Manager Resume Examples & Samples

  • Month end close process
  • IFRS/US GAAP adjustments
  • Balance sheet and free cash flow preparation and analysis
  • Balance sheet reconciliation process
  • Experienced Qualified accountant
  • A strong knowledge in IFRS, US GAAP, UK GAAP
  • Experience in external financial statutory reporting
  • Evidence of implementing accounting change
  • Ability to work cross functionally across the business and adapt to changing circumstances
  • Must have group accounting/consolidation experience
  • Proactive, curious nature
  • Demonstrable time management skills, with a focus on regular delivery
  • A good team player, with strong interpersonal and people management skills
112

Reporting Manager Resume Examples & Samples

  • Oversee and assist in withholding tax filing, Income Tax and other taxes of China Fund companies
  • Assist in stamp duties and capital gains tax filing for Fund acquisitions
  • Assist in reviewing monthly management reports for China Funds properties, ASFM, onshore and offshore China Funds, Variance Analysis, PowerPoint and other reports
  • Perform Monthly Variance analysis and Annual Reports for China Funds and individual Funds
  • Compile Investor Reporting and Requirements for China and new Funds in accordance with IFRS
  • Computation of offshore and onshore Fund Fees and offshore Fund fee sharing
  • Oversee and coordinate offshore and onshore acquisition costs payment
  • Assist in Budgeting and Forecasting for China Funds, Fund Managers and overseeing budget and forecast of China Fund Properties
113

Reporting Manager Resume Examples & Samples

  • Liaison with functional business owners and information technology team to develop standardized reporting framework
  • Ensure all client and internal reports are documented and tracked. Establish appropriate quality control measures and data governance on all reports
  • Develop reporting best practices both at tactical and strategic levels. Ensure consistency in reporting methodologies and develop data mapping and constraints mapping documents
  • Provides updates to senior management on the reporting initiatives on a regular basis
  • Prepares reports to include a comparative analysis of payors pre-/post- CareCentrix spend; benchmarking against other data sources where available; demonstrating effect of CareCentrix managed care factors including network discounts, utilization management and place of service impact
  • Provides analysis on customer reporting and proving value proposition for new and existing clients
  • Produces and maintains an executive dashboard of key operating metrics tracking performance across different customers, business segments and markets. Provides aggregate Performance Guarantee tracking in order to ensure contract compliance
  • Conducts staff meetings to ensure proposals to prospective customers and reporting for existing customers is accurate and delivered timely
  • Gathers information used to understand costs, trends and appropriate utilization. Consults with internal experts to determine appropriate data and analysis to be performed
  • Establishes and maintains format, structure and preparation process of reports to be provided to superiors and upper management
  • Participates in special projects and performs other duties as assigned
  • Must have strong statistical and analytical background
  • Ability to clearly present analysis
  • Detail-oriented and strong team player
  • Strong computer skills plus excellent analytical, presentation, organization, decision making and communication skills necessary
  • Demonstrated ability to communicate effectively to all levels of client and engagement management
  • Capable of balancing multiple projects with strong ability to properly delegate and meet deadlines
  • Demonstrated ability to provide services involving accounting and business consulting projects; participate in client presentations
  • Professional demeanor and strong communication skills, both written and oral
  • Commitment to personal and professional growth, including the development of peers and junior staff
  • Sense of responsibility to self, team and client
114

Senior Finance Reporting Manager Resume Examples & Samples

  • Ensure financial processes are in place for new promotions, products, and programs to validate and report revenue monthly to conform to accounting and financial reporting requirements
  • Lead in the coordination of controls and compliance efforts across various business areas. Influence multiple C&C leads to centralize reporting, issue management, and efficient execution of processes
  • Partner with systems, product planning teams, and corporate functions (accounting, legal, tax) to ensure awareness of and assess accounting requirements for upcoming products, offers, delivery models and payment models
  • Oversee outsourced accounting services and hold them accountable to SLAs - for interim solutions in addition to ongoing accounting ops solutions
  • Identify and track offer/revenue system and process issues and work with management to make necessary system and process investments to correct
  • Complete system revenue recognition validations and reconciliations as part of monthly and quarterly financial close procedures
  • Review partner agreements for alignment with company policies and objectives
  • Maintain and train on operational policies and guidelines to align with accounting requirements to guide IT system requirements, product set-up processes, error monitoring and accounting close processes
  • BA/BS in Business with Finance or Accounting concentration preferred. Advanced business degree and/or relevant certification (e.g., MBA, CPA, etc.) preferred
  • Minimum 5-7 years of finance/accounting experience in a dynamic, demanding environment. Experience in the online services and/or retail industries is a bonus
  • Strong organizational skills with the ability to work on and manage multiple projects with tight timelines
  • Strong communication skills with demonstrated strong performance in business partnership collaborating across teams
  • Experience as a project/program manager - comfortable leading meetings and assigning action items; strong analytical and problem solving skills with history of driving impact
  • Previous experience providing finance support to senior-level business partners
  • Advanced user of Microsoft Excel and PowerPoint
  • Familiarity with Microsoft’s financial reporting systems and tools is preferred (e.g., MS Sales, Mercury, Insights, Commerce Platform FRS/CRS)
115

Senior Reporting Manager / Director Resume Examples & Samples

  • Oversee the External audit of other Fund companies in accordance to PRC GAAP
  • Assist in reviewing monthly management reports for China Funds properties
  • Oversee Day to Day operations of China Funds and other Fund level companies
  • Offshore loan management and offshore cash flow monitoring for China Funds (offshore)
116

Accounting & Reporting Manager Resume Examples & Samples

  • Financial analysis experience mandatory
  • Planning and organizing skills
  • Good multi-tasking and prioritizing skills
  • Strong systems knowledge exposure or aptitude (SAP, Financial Consolidation preferred)
  • Individual will gain unique exposure to the Company’s Balance Sheet and Cash Flow information, insights, developments, and related operational implications
  • Advance multi-tasking abilities
  • Access and relationships building with senior leaders (CFO, Controller, Chief Accounting Officer etc.)
117

Accounting & Reporting Manager & Macau Resume Examples & Samples

  • Deliver monthly, quarterly, and annual reporting to the Parent company, as well as compliance with any local statutory reporting requirements
  • Oversight of all transaction processing activities, including Accounts Receivable, Accounts Payable, including management with third party providers as applicable
  • Oversight of tax compliance, including coordination with Corporate and third-party provider resource
  • Oversight of regulatory compliance activities, including tax or other governmental audits, and coordination with Corporate and third-party resources as appropriate
  • Develop, mentor and motive the team to drive the best in performance
  • Prepare ad hoc analyses and work on special projects as needed
  • Bachelor’s degree in Accounting, Finance or related Business discipline
  • 10+ years of general accounting experience, as well as 3-5 years of relevant supervisory and management experience in a financial environment, retail industry experience preferred
  • US GAAP knowledge and experience
  • JDE knowledge is definitely an advantage
  • Chartered Accountant, Certified Public Accountant (CPA) or equivalent
  • Excellent analytical skills and ability to apply sound business judgment
  • Excellent verbal and written English and Chinese
  • Experience in managing third party service providers
118

Regulatory Liquidity Reporting Manager Resume Examples & Samples

  • Supervision of the PRA & FRB regulatory reporting process to ensure tight regulatory and Firm deadlines are met
  • Review of key control activities undertaken by the team (daily, weekly & monthly) ensuring liquidity data and reporting is materially accurate prior to submission to the regulator
  • Timely issue resolution and escalation of issues as they arise
  • Developing a strong working relationship with key stakeholders across the business (Key Business Units & Corporate Treasury)
  • Working with Regulatory Technical teams & Corporate Treasury to ensure the accuracy of the returns
  • Being the key point of contact for Internal/External Audit and FRB queries, ensuring all compliance and regulatory requirements are met
  • Demonstrable leadership qualities with a proven track record of managing and motivating a team and developing others
  • Strong track record of managing a complex production process, with multiple intra-day deliverables
  • Strong controls background, with the ability to design new controls and to challenge the operating effectiveness of existing controls
  • Ability to plan and redeploy resources to meet changing requirements
  • Analytical thinker, meticulous work style and ability to troubleshoot and solve problems
  • Willingness to take initiative to develop and improve processes
  • Proficiency with Microsoft Office (strong Excel skills essential)
  • Good communication skills, especially in addressing technical and quantitative issues
  • A CCAB qualified accountant with substantial post-qualifying experience in a related field
119

Regional Reporting Manager Resume Examples & Samples

  • Deep Risk (Market and Credit Risk) experience, gained at multiple investment banks and top tier management consulting firms
  • Solid Risk Reporting experience
  • Experience of “best practice” in Risk reporting
  • Extensive relationship management experience, inc at the senior level
  • Project Management / Programme Management experience
120

Client Reporting Manager Resume Examples & Samples

  • Ensure that all assigned institutional and retail reporting activities across EMEA are organised and undertaken effectively and efficiently, seeking a competitive edge and leveraging our Hyderabad facility wherever possible
  • Coordinate team resources in line with the team's strategic objectives, to ensure they are fully accountable to test and rollout new and/or enhanced client reporting enhancement programmes and projects
  • Communicate, influence and build relationships with key internal partners, regularly reviewing the team’s performance
  • Regularly review the processes and systems of the team with a view to effecting continuous enhancement, including ensuring that the procedures manuals are updated accordingly
  • Work with US, Asian and Indian colleagues to collaborate on any report processing and standard procedures
  • Keep up to date with market and regulatory changes relating to the work of the team
  • Provide accurate and timely management information
  • Manage the team’s budget and expenses
  • Ensure that the ongoing technical and operational needs of the team are matched by appropriate staff development
  • Take wider regional distribution services responsibility from Head of EMEA Global Distribution Services as assigned from time to time
  • Strong client service/reporting focus and reputation within the financial services industry
  • Managing staff, providing leadership and motivation
  • Driving change through a global organisation successfully
  • Dealing with cross-divisional issues and prioritisation
  • Working through complex project requirements with internal partners
  • Strong understanding of client reporting requirements in the asset management industry
  • Strong understanding of investment operations, retail and institutional distribution channels, regulatory issues and systems
  • Good knowledge of business risk and sound working knowledge of robust operating procedures and controls
  • Broad product knowledge and understanding
  • Degree and/or industry qualification
  • Attention to detail with ability to identify problems, and seek resolutions
  • Proven time management and prioritisation skills
121

Technical Accounting & Reporting Manager Resume Examples & Samples

  • Technical research and documentation
  • SEC reporting (10-K, 10-Q, 8-K, Forms 3/4/5)
  • Interacting with the Company’s domestic and international accounting groups to maintain consistent accounting standards and records
  • Reviews of various balance sheet account reconciliations
  • Monthly journal entries and review
  • Ongoing SOX controls and internal reporting duties
  • Bachelor’s/Master's degree in accounting
  • Minimum of four years of Big 4 public accounting audit experience
  • SEC reporting experience required
  • Strong understanding of US generally accepted accounting principles and SOX controls
  • Background in performing technical accounting research and documentation
  • Revenue recognition experience preferred
  • Excellent computer skills including Excel (advanced Excel skills a plus), Word, Access, and Outlook
  • Ability to meet deadlines and manage multiple and shifting priorities in a dynamic environment
  • Strong follow-up skills with attention to detail and accuracy
  • Strong customer service orientation, a team player with the ability to establish collaborative working relationships
  • Strong management skills and experience with managing other accountants
122

Corporate Reporting Manager Resume Examples & Samples

  • Financial control of all head office cost centres and head office legal entities including review of monthly management accounts, balance sheet reconciliations and preparation of monthly reporting packs
  • Key link between Head Office Finance and the Group's external auditors - plans and manages the year end head office finance audit process
  • Responsible for the preparation of head office forecasts, budgets, outlooks and 3-5 year strategy plan included detailed analytical reporting packs
  • Responsible for the review of the head office monthly, forecast and budget cashflows
  • Responsible for key IFRS technical topics including IAS 19 Pension accounting and IFRS 2 Share based payments
  • Pro-active approach to identifying on-going reporting process developments to reflect changing and evolving needs
  • On-going liaison with Heads of Corporate Departments and engagement with Group Decision Support, Treasury, Tax, Secretariat, Shared Services/IT to resolve system, process and accounting issues arising
  • Preparation of various disclosure requirements in the Group's Interim Results and the Group Annual Report
  • Managing a team of up to four accountants
  • Other ad-hoc finance projects
123

Treasury Reporting Manager Resume Examples & Samples

  • The ideal candidate will have a BS or BA and 6 - 10 years work experience in finance or accounting or a related control discipline (e.g. Treasury, Risk Management, Financial Control, Audit, Operations, etc.)
  • Must possess strong knowledge of accounting and balance sheet composition. MBA or CPA desirable
  • Previous exposure to Regulatory Reporting a plus
124

Sales Performance Reporting Manager Resume Examples & Samples

  • Interpret statistical data competently to recognise trends and patterns and provide appropriate recommendations to the business
  • Prepare, analyse and assist assignment of individual, team and department sales targets
  • Create frameworks to ensure business and regulatory reporting is accurate and timely
  • Manage calculations and reporting for the sales incentive plan and other tactical reward and recognition programs
  • Provide input on decisions to penalise or reward sales staff
  • Management of sensitive information and comprehension across a diverse set of issues
  • Work closely with key stakeholders to ensure any data requests directed to stakeholders are relevant and the end-result meets the business objectives
  • Communications skills to articulate complex issues in simple terms and demand management critical
  • Manage and deliver on data quality improvement initiatives, checks and controls and maintain a strong compliance culture. Presentation and workshops with auditing teams on analytical and reporting processes
  • Self-motivated to participate in and lead projects in line with business objectives
  • Tertiary qualified with a computing, finance, accounting, mathematics or business major
  • Analytics/business intelligence and finance experience in a retail banking environment preferred Minimum 5 years in a similar role
  • Strong SAS/ SQL (Teradata)- Database/ datamart design and management skills
  • Process design and control management skills
  • Advanced MS Excel, Word, PowerPoint
  • Analysis/problem solving skills
  • Finance business acumen and analysis
125

Outsourcing Risk & Governance Reporting Manager Resume Examples & Samples

  • Overseeing all Business as Usual (BAU) Outsourcing Risk and Governance performance and risk reporting against established schedules and quality standards
  • Maintaining the production schedule and the specification of all reports
  • Planning ahead and monitoring the production of all reporting
  • Preparing reporting material for Governance forums
  • Providing subject matter expertise support on complex ad-hoc reporting requirements
  • Supporting risk analysis and deep-dives
  • Developing and operating Non-Financial Risk Advanced Measurement Approach (AMA)1 Outsourcing Risk Key Reporting Indicators (KRI’s)
  • Specifying risk metrics in support of AMA1 Outsourcing Risk KRI
  • Providing supporting data on an on-going basis
  • Responding to any queries and changes required
  • Continuously critiquing and improving the Reporting Suite
  • Collect requirements, prioritising and managing the delivery of enhancements to existing reports
  • Collect requirements, prioritising and managing the delivery of new reports
  • Reviewing the design of reports to be visually impactful, informative and able to drive action (when needed) for both risk and process performance
  • Meeting Risk Division, Non-Financial Risk, IRRM Function, Cross-Risk Governance and 2nd Line of Defence role reporting requirements
  • Managing effective communication and an awareness of Outsourcing Risk and Governance performance and risk reporting
  • Providing support and assistance as needed
  • Managing alignment with the business
  • Resolving any internal Group Audit and external Regulator Audit Issues related to Outsourcing Risk and Governance reporting
  • Managing the performance of reporting tools
  • Monitoring the stability and performance of reporting tools and highlighting issues
  • Identifying and exploring opportunities for improvement
  • Driving the development and rollout of the reporting platform
  • Supporting dashboards, standard reporting, flexible filtering and ad-hoc reporting etc
  • Driving self-service reporting as much as possible
  • Supporting the enhancement of the Outsourcing Risk and Governance Policy and processes and the resolution of identified issues
  • Engaging with peers inside and outside the Bank to keep up with best practices in the Outsourcing Risk and Governance space
126

GB&P Audit Adherence & Reporting Manager Resume Examples & Samples

  • Working with internal teams to assemble, interpret and analyse qualitative and quantitative data on root causes of audit failures
  • Managing stakeholders and stakeholder expectations, with the ability to drive change
  • Partnering with cross functional organisations (Compliance, GCX, Trust, Shipping) and using that data to identify action plans to help drive resolution / improvements
  • Managing stakeholder communication while providing oversight for issue resolution in a complex matrixed global organization
  • Presenting regularly to management team
  • Performing a variety of ad hoc analyses
  • Experience operating in a fast pace, rapid change environment; global experience a plus
  • Excellent stakeholder and change management skills; Process improvement skills
  • Ability to multitask and work without supervision; Proven results of balancing due diligence whilst delivering fast outcomes
  • Good judgment and ability to make decisions in a timely manner; ability to set timelines and meet deadlines; stellar problem-solving skills and ability to conduct qualitative and quantitative analysis
  • Superior writing skills and ability to create business documents
  • Skill set requirements include: analytical skills, facilitation, leadership, communication with diverse audiences and stakeholders, at a variety of levels
127

UK Finance Reporting Manager Resume Examples & Samples

  • Maintenance of general ledgers
  • Shared ownership with FC's of balance sheet inputs
  • Reporting of financial accounting information as requested
  • Manage month-end process and timescales
  • GL / balance sheet reconciliations - review, sign off and follow up on a monthly basis and any discrepancies investigated and resolved
  • Review of VAT returns/Intrastat/NSO returns
  • Provision of monthly, quarterly and annual statutory information to parent company
  • Tax packs to parent company
  • Cash flow management and forecasting
  • Management of fixed assets, verification and control
  • Assist in the preparation of statutory accounts under IFRS and the external audit
  • Comply with internal and external financial policies, standards and controls, whilst understanding the impact of own role on other areas
  • Work with the business to drive, improve and enhance controls, documentation and the control framework
128

LMS Developer / Reporting Manager Resume Examples & Samples

  • Conduct needs assessment and task analysis prior to developing curriculum
  • Work closely with training Instructional Designers and Project Managers to upload and maintain content, curriculums and programs in our Learning Management System
  • Revise and update LMS content on both a periodic and as-needed basis
  • Perform quality checks on completed collateral to ensure it is accurate
  • Work effectively with other team members or outside contractors to develop curriculum or communications when necessary
  • Publish, manage and review collateral posted to the firm content management system
  • Participate and facilitate Training Governance program across Wealth Management
  • Assist in the design and develop training of all forms, including but not limited to e-learning, recorded tips, quick reference cards, reference materials / online manual pages, instructor led training, coaching guides, participant materials, team meetings in a box, self-studies, and training tips. Publish in LMS and assign to relevant audiences
  • 5+ years hands-on experience performing detailed business analysis and requirements specifications creation for the Learning Management System
  • 5+ years in financial services settings
  • 2+ years with training design including but not limited to manual development, instructor led training, recorded training courses, and quick reference cards
  • Bachelor’s Degree in Graphic or Instructional Design or a related field
  • 5 years’ experience within the brokerage or other financial services industry
  • Willingness to travel occasionally
129

Risk Management MIS & Reporting Manager Resume Examples & Samples

  • Through a robust understanding of Global Consumer Credit and Fraud Risk Policies, assist in appropriate development and implementation of policy changes
  • Support the research and response to issues related to credit policy and control issues
  • Manage the Monthly Regulatory, ARR, QAF and MCA Issue Report including appropriate enhancements
  • Manage MIS including, among others, the Approvals & Regulatory Controls Tracking Dashboard; Regulatory Dashboard; Quarterly Audit Issue Status Tracking, QAF Executive summary, CRO Delegation and CBNA Legal Vehicle Approval Reporting
  • Track Portfolio Stress Early Warning Plans and Baseline Lending Programs across GCG
  • Knowledge of WebPAS; Catalyst; iCAPS; Issue Track; PMACs; QAF, GCBC and CRR is required to perform job responsibilities
  • Assist in development of training programs supporting materials
  • Work on special projects designed to enhance the GCG Control environment
  • Serve as able back to team member(s)
  • Requires 5+ years of work experience consumer products preferably in the areas Risk Policy, Control & Compliance, Database Management and Project Management
  • Strong knowledge of Global Consumer Credit and Fraud Risk Policies and compliance policies
  • Very strong analytical, problem solving and communication skills
  • Self- starter and detail oriented
  • Excellent PC skills (SAS/ Microsoft Office products with Access proficiency strongly desired) including ability to automate processes to assist in reporting / data analysis and presentation
  • Excellent communication (verbal and written) and interpersonal skills
  • Strong leadership skills including influencing and negotiation skills
130

Group Tax Reporting Manager Resume Examples & Samples

  • Financial modelling for ad-hoc projects (eg ring-fencing, HQ domicile, planning initiatives etc
  • To identify, mitigate and manage tax risks across the Group and to ensure that risks are accurately captured and reported and that key controls are effective
  • To provide tax accounting advice and support across the Group
  • To reshape the reporting of taxes across Europe and stablish / support a centre of excellence offshore
  • Make use of all tax information inputs to ensure risks are identified and undertake implementation/documentation of controls and action plans on timely basis to minimize such risks
  • Monitor developments in accounting standards and requirements from regulators (e.g. UK FCA)
  • Qualified tax professional (preferably Chartered Accountant and/or Chartered Institute of Taxation or equivalent)
  • Specialist knowledge and experience in IFRS tax reporting
  • Experience in managing process change
  • Strong communication, problem solving, analytical and project management skills
  • Commercial awareness and sound judgment
  • A proactive can-do attitude and be able establish relationships with a large number of stakeholders in order to be effective in the role
  • Ability to engage and influence the wider organisation and effectively deliver change at a time when the organisation is facing significant cost pressures
  • Ability to work to tight deadlines and to deliver under pressure
131

Global Reporting Manager Resume Examples & Samples

  • Conduct reviews of contracts, leases, and other agreements / transactions. Ensure all potential accounting issues are identified, summarized and present findings in a timely manner
  • Assist with technical IFRS & US GAAP accounting matters
  • Update and maintain the Company’s Finance Manual and Policy Binder
  • Preparation of the annual and quarterly IFRS consolidated financial statements
  • Analyze business unit balance sheets, income statements, cash flow statements, footnote support, and support of consolidating adjustments
  • Assist the financial reporting team with the monthly global consolidation
  • Bachelors degree in Accounting
  • 7+ years of finance and accounting experience (2+ years of public experience preferred)
  • Strong knowledge of IFRS and US GAAP
  • Strong technical knowledge regarding consolidations and acquisitions
  • Strong track record of developing and advancing internal talent
132

Accounting & Reporting Manager South East Asia Resume Examples & Samples

  • Handle all the related reporting for local markets. Ensuring compliance with US GAAP, Sarbanes-Oxley, other SEC requirements, and Corporate policies and procedures for the purposes of reporting to the Parent company as well as with local GAAP (IFRS or other local GAAP) and other requirements as applicable to each market
  • Oversight of all transaction processing activities, including Accounts Receivable, Accounts Payable, and Payroll, including management with third party providers as applicable
  • Oversight of tax compliance, including income, payroll, and VAT taxes, including coordination with Corporate and third-party provider resource
  • Ensuring performance of appropriate control procedures including account reconciliations, management reviews, and other procedures as appropriate and in accordance with Company policies and procedures
  • Coordination of audit activities with external financial audit firms
  • Experience in a multinational corporate environment
  • Excellent verbal and written English and Chinese, knowledge of Thai or Bahasa will be an advantage
133

Senior Tax Reporting Manager Resume Examples & Samples

  • Assist Director, US Tax and Financial Reporting to plan, develop, implement and document processes to support all worldwide tax financial reporting matters and to ensure compliance with ASC 740, SEC regulations and SOX
  • Review reconciliation of tax payables and manage cash taxes paid
  • Ensure due diligence with contracts and procurement
  • Provides supervision for assigned staff including hiring, training, performance management, mentoring and development
  • Prepare quarterly tax footnote
  • Special projects as required, including but not limited to, accounting method changes, planning and acquisition related work
134

Management Information Systems Reporting Manager Resume Examples & Samples

  • Management of a team of three in London performing MIS tasks
  • Resolution of reporting issues with Business Relation Manager team leads and Finance Directors in to the downstream Management Accounting systems
  • Coordination of queries at the senior staff level to ensure accuracy of datasets
  • Implementation of adjustments and coordination of relevant commentary on Var threshold breaks
  • Take lead in migration of MIS onto dbPalace. Understand requirements, conducting design and then implementation
135

Reporting Manager Resume Examples & Samples

  • The role will report directly into the Head of Reporting and will have a wide exposure to a number of senior stakeholders
  • You will be responsible for regular reporting on the businesses performance and assisting with the forecasting process
  • You will act as a key business partner to business unit heads in providing ad hoc reports and analysis
  • Contribute to the long term planning process of the business unit
  • Seek out process improvements and efficiencies in order to improve the reporting process
136

Investor Relations Reporting Manager Resume Examples & Samples

  • Writing and content development of annual- and interim reports, press releases, speeches, presentations
  • Build and implement adequate communication materials for earnings releases, industry events and analyst presentations
  • Support the preparation of investor events (IR tutorial workshops, investor days, annual general meetings, field trips, analyst conferences etc.)
  • Build a network towards the Group’s marketing organization and ensure a smooth information flow between Investor Relations and Global Brands
  • Assign accountability for publishing all IR-related contents on the Corporate Website and the Investor Relations APP. Support the team in further developing both, the Corporate Website and the IR APP
  • Assign accountability for fulfilling legal reporting requirements through reporting tools such as eqs, Thomson one and OTCQX
  • Understanding of financial reporting and accounting practices
  • Interest in financial communication
  • Excellent command of German and English language both written and spoken
  • Advanced knowledge of Microsoft Office (particularly Excel, PowerPoint, Word)
  • University degree in Business Administration/Finance/Controlling or equivalent background in related fields
  • 2-6 years of experience in a finance, communication or similar function
137

National Tax-affordable Care Act-reporting Manager Resume Examples & Samples

  • Generating and creating program reports for an assigned client base
  • Configure data to meet the needs of various teams and their needs
  • Execute ad hoc reports with SSMS (SQL Server) and MS Access for advanced analysis of data and report generation
  • Extensive working knowledge of data and analytics
  • Candidate must have strong analytical skills as well as confident decision making ability
  • You will be able to review data and determine the usability of said data
  • A Bachelor's Degree and 3 years of related work experience
138

DQM Reporting Manager Resume Examples & Samples

  • 1 Management, ongoing development, and communication of the Data Quality Standard Operating Model (DQ SOM) charter and associated processes
  • 2 Plan, manage, and oversee the design and implementation of core practices that demonstrate a second line of defense role over Citi’s data quality
  • 3 Development of a comprehensive strategic roadmap for the DQSOM in alignment with the Citi Data Management Policy
  • 4 Interact and maintain a strong partnership with senior business leaders both within the CDO and across Technology, the Global Functions, and our Business Partners
  • 5 - 7 years of experience with large program planning and implementation skills
139

Reporting Manager Resume Examples & Samples

  • Deliver quarterly/annual statutory accounts
  • Deliver month end close and associated reporting
  • Deliver solvency/capital reporting and analysis including Solvency II
  • Deliver regulatory and statistical reporting
  • Deliver solvency and capital attribution/analysis
  • Take ownership of accounting judgments and audit evidence
  • Deliver statutory, regulatory and capital reporting, supporting strategic projects, budgeting and forecasting and adhoc analysis
  • Deliver ad hoc analysis and MI to key stakeholders
  • Strong reporting, organisational and relationship skills will also be essential in delivering the goals of the role, which involve working closely with Finance and business colleagues
  • Qualified Accountant with strong reporting experience - ideally in financial services and/ or Insurance
  • Establish and build relationships with stakeholders to support the provision of quality and timely information and analysis
  • The ability to communicate results to various audiences alongside key drivers
  • Solvency II experience is desirable, bit not essential
140

Commerce Solutions Business Reporting Manager Resume Examples & Samples

  • Serve as leader in the planning process; coordinate the consolidation of new sales and portfolio plans for the CSo US business
  • Interface with business leaders and business president to drive results and accountability
  • Prepare materials for business reviews, focusing on strategic initiatives and core business drivers
  • Develop group reporting standards and provide training to drive consistent messaging and presentation format
  • Partner with Strategy to report corporate initiative status updates and develop metrics to effectively measure their results
  • Work with Data Management to prioritize data enhancements including the goal of driving towards a single data source as well as adding the necessary fields to meet reporting needs
  • Acquire and apply cross-functional knowledge and abilities for contribution across the Segment Reporting group
  • Identify opportunities for improvement; create and implement solutions
141

Reporting Manager, Credit & Collections Resume Examples & Samples

  • Monthly Bad Debt calculation for All Networks and platforms
  • Monthly the Risk report which includes an analysis of current status vs. previous month and assessment of the Risk accounts, description of reason and action plan
  • Consolidated aging for all linear and non-linear properties
  • Digital and NGP Age for the Sr. Digital and Print Analyst
  • Monthly FCN DSO report, which includes the Network Statistics and the Sales Volume variance report
  • Monthly DSO report by platform / holding company
  • Monthly DSO report for the Digital properties
  • Monthly and quarterly metric analysis-Discrepancy resolution timeline, Post air processing time, Post Air reason code analysis etc
  • Monthly Agency Comparison report for both FCN and FBC
  • Monthly DSO by holding company report with trend and analysis
  • Ad-hoc reports when requested by the V.P. & Director of Credit & Collections
142

Enterprise Data Governance & Reporting Manager Resume Examples & Samples

  • Minimum 3 years of relevant risk, finance, IT or data management experience
  • 7+ years in-depth knowledge and hands-on experience with Enterprise reporting tools such as Business Objects, Cognos and/or WebFOCUS
  • Excellent management skills required including
  • Ability to translate the vision of an organization into actionable, quantitative plans
  • Highly collaborative team-oriented individual, who has proven ability to build relationships with technical and business resources
  • 3-5 years people management experience including coaching and mentoring
143

Reporting Manager Resume Examples & Samples

  • Recommend, build and maintain the commissions financial model to satisfy monthly and quarterly payouts for sales team(s) in compliance with audit requirements
  • Recommend, build, maintain and produce the periodic sales performance reporting package in support of TDMS Sales team
  • Act as liaison between BAR, TDMS Sales, and other partners such as TD Payroll
  • Act as a subject matter expert for TDMS Sales reporting
  • Coordinate with BAR - End User Computing, BAR – Business Intelligence and O&I Systems teams or with other business partners to enable process improvement
  • Perform advanced financial analysis relating day to day operations and merchant portfolio performance
  • Research, identify and act on major factors influencing O&I expense variances to forecasts
144

Tax & Reporting Manager Resume Examples & Samples

  • Covering tax and regulatory issues focusing on superannuation clients within the FS industry
  • Leadership, coach and mentor a small team
  • Answer technical tax and regulation queries
  • Working closely with other team members across finance and the wider business
  • Responding to client queries and building trusting relationships
  • Looking to increase client revenue streams
  • Seeking out ways to implement new process improvement opportunities
  • Tax and or regulatory reporting experience for a superannuation fund or custodian
  • Prevoius experience leading a team
  • Work experience across accounting, legal, financial markets or related industries
  • Confident in working autonomously as well as taking initiatives
145

AM, GPI Reporting Manager, Associate Resume Examples & Samples

  • Lead the production of GPI monthly reporting including sourcing data, collaborating with business partners, and developing the final MIS
  • Lead the production of GPI reporting in support of various management readouts (e.g. QBRs, SteerCo Meetings, and Management Meetings)
  • Work with the Operations reporting team to ensure timeliness and quality of data to support Ops management reporting requirements
  • Ensure quality of data through internal and month over month quality checks
  • Work with technology to define requirements to improve availability / quality of data as well as to improve production time
  • Define requirements for dashboards and additional reporting
  • Maintain the GPI Capacity Model to support senior management in assessing headcount needs
  • Familiarity with capital markets, security and portfolio data; managed account experience is preferred
  • Willingness to learn all aspects of the managed accounts business
  • Advanced / Expert level Excel skills; ability to develop / maintain VBA & Macros is a plus
  • Advanced Access and SharePoint skills
  • Understanding of relational database concepts and structure; ability to develop queries in SQL is a plus
  • Understanding of data warehouse / business intelligence concepts; ability to define data warehouse schema and/or use Business Objects (or similar tool) is a plus
  • Excellent time management and problem solving skills
  • Innate desire to improve, automate, and improve controls in existing processes
146

Credit Reporting Manager Resume Examples & Samples

  • Manage credit bureau reporting and dispute processing on Student Lending portfolio
  • Interact with other business areas regarding credit management
  • Identify and implement change that enhances, maintains, or improves credit bureau integrity
  • Develop and maintain procedures
  • Responsible for ensuring key performance indicators are met and audits are successful
  • Responsible for department performance and performance metrics
  • Identify and trend issues in credit bureau reporting
  • Extensive knowledge of credit bureau reporting and Metro II format
  • Extensive E-Oscar knowledge
  • Strong MS Word and Excel skills
  • Bachelor’s degree or equivalent professional work experience in credit bureau field
  • 7 years or more credit bureau reporting experience or involvement is required
  • 3-4 years in a supervisory or management role
  • Experience in managing or interacting with credit bureaus strongly preferred
  • Knowledge of regulatory guidelines regarding credit reporting is required
  • Excellent organizational, managerial and project management skills
  • Well-developed customer relations skill
  • Ability to manage multiple tasks / projects and deadlines simultaneously
147

Reporting Manager, Credit & Collections Resume Examples & Samples

  • 3-5 years prior experience of reporting is a plus
  • Excellent Microsoft Office, Word & PowerPoint with an emphasis in Excel a must
  • Experience with PACE preferred
  • Good Organizational skills
  • The ability to multitask in a fast paced environment
  • Work well independently and with a team
148

Technology / Reporting Manager Resume Examples & Samples

  • Define, track, and report delivery commitments
  • Ensure process & quality standards are documented and being followed
  • Work with business stakeholders to understand business problems in both depth and breadth, and then propose data and reporting solutions to help solve those problems
  • Implement data/technology strategies as applicable, such as DevOps or Separation of Concerns
  • Manage and develop the talent on the team, including engagement well-being, personal development, with the goal of building and maintaining a high-performing team
  • As needed, provide guidance and directly perform these tasks
  • 5+ years management experience
  • Demonstrated ability to build, coach, and lead high performing teams
  • Demonstrated ability in SQL coding
  • Demonstrated ability building automated ETL and reports
  • Working knowledge of BI reporting tools such as SSRS, Qlikview, Tableau, etc
  • Strong written & verbal communication; able to develop positive relationships with customers and peers
  • Experience within healthcare industry
  • Working knowledge of Humana’s claims lifecycle and data
149

HR Compliance & Reporting Manager Resume Examples & Samples

  • Asses current compliance landscape and make recommendations to Senior Leadership to drive the function forward
  • Implement comprehensive audit processes to ensure ongoing compliance
  • Serve as subject matter expert as it relates to complex proactive compliance issues
  • Assess current FLSA compliance landscape and recommend an approach that ensures efficiency and compliance
  • Leverage skills and experience in reporting and data analytics to proactively identify and rectify gaps
  • Support HR business partners and Compliance Colleagues to ensure audits data is accurate and timely
  • With HR Operations to ensure back office HR processes are compliant, have appropriate record keeping and staff are trained on risks and requirements
  • Develop and implement reporting methodology to provide Senior HR Leadership with visibility to compliance opportunities with the expertise and recommendations to close gaps efficiently
  • Ensure HR process compliance is at least maintained, and ideally improved, with implementation of WorkDay across the US businesses
  • Partner with Industrial Relations and Benefits on complex issues impacting employee benefits and unionized populations
  • Identify training opportunities across the business with a recommended approach to drive knowledge. Also provide ad hoc coaching and development as it relates compliance
150

Lead Reporting Manager Resume Examples & Samples

  • The Lead Reporting Manager will head a team of reporting accountants
  • Ownership of all the MENAT SSA ledgers
  • Full responsibility for the timely preparation and submission of monthly/quarterly management reports to HQ
  • Full responsibility for analyzing financials on a monthly basis and reporting on variances
  • Lead the month-end/quarter-end closing for all GE Businesses
  • Reviewing General Ledger entries to ensure completeness and accuracy of financials
  • Provide the FP&A team with all financial data and analysis as required
  • Bachelor’s degree in accounting, finance, or other business related field and 6+ years progressive accounting or finance experience
  • Professional accounting qualification (e.g. CA, CPA, ACCA, ACA)
  • Demonstrated proficiency in U.S. GAAP, local GAAP, IFRS and authoritative accounting literature (i.e. FASB pronouncements)
  • Strong leadership skills – ability to influence
  • Experience working in a global business environment with sound understanding of global processes and transactional flows
  • Clear thinking/problem solving: successfully led projects/process improvements within operations/finance functions; able to quickly grasp new ideas
  • Adaptable/flexible: being open to change in response to new information, different or unexpected circumstances, and/or to work in ambiguous situations
  • Integrity: accepting and adhering to high moral, ethical, and personal values in decisions, communications, actions and when dealing with others
151

Reporting Manager Resume Examples & Samples

  • Partner with Strategy and Finance to originate, develop, and deploy reporting, analytics, dashboards, tools and systems to support cross-functional business objectives with increased effectiveness and quality
  • Support and execute monthly and quarterly business reviews by establishing standardized operational review methodologies and materials
  • Identified reporting and analysis needs include
  • MBA or CPA Preferred
  • Self-directed, with proven ability to execute special projects and strategic initiatives
  • Maintains strong relationships with customers
  • Possess a natural curiosity to ask questions, learn, and challenge the status quo
  • Strong work ethic & drive
152

Technical Accounting & Reporting Manager Resume Examples & Samples

  • Provide technical accounting guidance in the identification and application of US GAAP, SEC, and other authoritative accounting guidance in support of the company’s global finance organization
  • Provide technical accounting guidance to various levels of management throughout the global organization. This includes direct interaction with the Corporate Controller, CFO, global business unit general managers and controllers, and other functional management (HR, Internal Audit, Corporate Planning, Law, Tax, Treasury, R&D, and Corporate Development)
  • Provide technical accounting guidance for business acquisitions through active participation as the primary US GAAP expert on the company’s global merger and acquisition due diligence teams. Responsibilities include oversight of purchase price allocation, valuation of identifiable intangible assets, and providing general technical accounting support throughout the acquisition due diligence process. Support global finance integration initiatives as required
  • Frequently interacts with company’s external auditors in evaluating technical accounting positions and public disclosure matters
  • Support the quarterly and year-end public reporting process through oversight of significant footnotes including acquisitions, pensions, and new accounting pronouncements
  • Provide technical updates and training as necessary to the global finance organization as well as other corporate functions
  • Manage the company’s annual goodwill impairment testing
  • Manage the company’s global pension and post-retirement measurement and reporting processes, including coordinating with international locations and oversight of actuaries
  • 7+ years of accounting and/or finance experience
  • Experience in accounting for business combinations
  • Experience in pension valuation, accounting, and reporting
  • Experience and working knowledge of valuation
  • Experience in interpretation and application of technical accounting rules and regulations
  • Ability to analyze complex financial matters and understand complex financial models
  • Currently employed in either a public accounting role, or in an industry role that requires current knowledge of technical accounting and public reporting requirements
  • Ability to communicate complex topics to a broad range of financial and non-financial managers
153

Accounting to Reporting Manager Resume Examples & Samples

  • Advice Head of Accounting to Reporting about ways of improving and optimising shared services delivery and transactional processing related to General Ledger, Cash Management, Fixed Assets, Statutory & Reporting for the benefit s of the Vestas business
  • Influence decisions related to structural and operational changes that will impact Accounting to Reporting areas
  • Contribute to the Accounting to Reporting strategic direction and priorities
  • Ensure operational and performance transparency at Finance Shared Services Centre Management level to help ensure informed decision making
  • Define and implement relevant changes and improvements to the setup and operation within Accounting to Reporting in alignment with the direction set by Shared Services Management
  • Lead the Accounting to Reporting Team to ensure maximum performance and develop the team and people to meet current and future demands
  • Manage the A2R operations team to ensure flawless delivery of standard services within the defined scope, quality and budget
  • Monitor the performance of the A2R team, in order to identify any variations from agreed standards and targets
  • Report the performance of the A2R team and engage in constructive dialogues with key stakeholders within Global Finance in general
  • Optimise the A2R team to ensure that it is always at the forefront and performs well compared to relevant internal and external benchmarks
  • Develop the A2R Team holistic and assure that it is able to meet current and future business needs
  • Develop partnerships with other parts of Global Finance in general and the Shared Service Centre specifically as well as the Vestas business key stakeholders to ensure smooth collaboration and problem solving
  • Candidate must be a graduate of Bachelor of Science in Accountancy or any Finance related course
  • Applicant must have more than 5 years relevant supervisory experience
  • Extensive understanding of end to end Accounting to reporting processes & have more than 5 years relevant experience on Accounting to Reporting particularly in the areas of General Ledger, Cash Management, Fixed Assets, Statutory Reporting
  • Possesses excellent communication and stakeholder management skills
  • Great problem solving and analytical skills
  • Proficiency in SAP, Excel and other microsoft applications such as power point , outlook, communicator and word
  • Must be willing to work late to manage both Southern Europe and America Regions
154

AVP Regional Reporting Manager Resume Examples & Samples

  • Executing required US Regional level policy management within the US Regional Sanctions Office team
  • Acting as the focal point for the US Region in matters relating to US Regional reporting. This will include internal and external stakeholders whilst taking inputs from the US Regional Sanctions Office team, among other teams
  • Ensuring that reporting of all relevant Sanctions information is being communicated across the US Region
  • Fulfilling required US Regional level Sanctions subject matter expertise and assessment
  • Where required, identifying and escalating Sanctions risk within the US Region in a proactive and continuous manner
  • Where required, supporting all change activity in relation to the US Regional Sanctions Office team and general Sanctions updates; and
  • Where required, provide oversight to the completion of Voluntary Self-Disclosures and ensure all are reported to the relevant authorities
  • Management and coordination of Sanctions-related internal, external and regulatory reporting across the US Region
  • Where identified, escalate potential sanctions breaches in the appropriate manner to required escalation point(s)
  • Conduct root cause analysis within the US Regional Sanctions Office team and lead trend analysis to be reported to the US Regional Head of Sanctions
  • Ensure all processes are compliant to sanctions-related records retention policy within the team; and
  • Ensure that all work is completed within agreed Service Level Agreements (SLAs), with appropriate escalation and mitigating actions for items not meeting SLAs
  • Engage with regulators and industry bodies at a US Regional level and maintain oversight of Country level regulatory engagement providing support and guidance to Country level FCC Sanctions community as necessary; and
  • Responsible for all mandated regulatory reporting obligations at a US Regional level and retain oversight of Country level with regards to Sanctions-related activity, including but not limited to, annual reporting and regulatory Voluntary Self-Disclosures. Provide oversight of such activity to US Regional Head of Sanctions, as required
  • Liaise with relevant stakeholders within Global FCC, US Regional FCC and Country FCC, to provide expertise and support on US Regional Sanctions Office related matters
  • The role holder will be required to understand and keep up-to-date with the Group strategy on Sanctions governance and the impact that is has on the US Region. The role holder will need to ensure all governance processes adhere to the requirements as set out in the Global Sanctions Policy and relevant Sanctions procedures. The nature of the role requires close working contact with alert investigations teams across the US Region
  • Risk professional with experience in one or more risk compliance roles, to include Sanctions experience
  • Knowledge of Sanctions regulations and guidance
  • Knowledge of the HSBC Group structure, its business and personnel, and an understanding of HSBC’s corporate culture
  • Experience within the financial services industry
  • Well-developed leadership skills
  • Ability to adapt to change and provide input where necessary
  • Ability to develop practical, cost effective solutions to complex issues
  • High level of English language skills
155

Finance Quality & Reporting Manager Resume Examples & Samples

  • At least seven previous years of experience in Accounting
  • At least three years of experience in Quality Department. Previous experience with Microsoft Great Plains is preferred and KSA working experience
  • At least three years of management/supervisory experience. A sound commercial understanding of corporate finance activities
  • A Bachelor’s degree from a recognized university, MBA is a plus
  • Highly motivated with a desire to work hard and exceed objectives/expectations
  • Excellent relationship management and interpersonal capabilities with proven influencing and persuasion skills
  • Proactive and able to embrace and lead change, including developing solutions for business improvement
  • Adaptable, flexible and able to work under pressure
  • Ability to develop, coach and motivate junior members of the team
156

Reporting Manager Resume Examples & Samples

  • Assist with implementation of ongoing enhancements to the funding cost attribution processes
  • Working with the global team to create consolidated secured and unsecured funding reporting and analytics
  • Responsible for production of annual ICAAP UK Group Treasury P&L forecast and allocations to business units, working closely with Corporate Treasury
  • Key point of contact for Corporate Treasury, ISG, WM and IM Business Unit, Legal Entity Controllers and other Finance teams requiring funding information
  • Ad hoc management projects will be assigned
  • Experience of a treasury function, and preferably of unsecured and secured funding balance sheet and cost attribution
  • Analytical mindset and good problem solving skills
  • Projects Experience
  • Strong communicator
157

Compliance Quality Assurance Reporting Manager Resume Examples & Samples

  • Bachelor’s Degree or equivalent in Business or English preferred; CRCM and/or CAMS certification
  • 10+ years of detailed reporting responsibilities including 5+ years in management of board and senior level reporting
  • Expert knowledge of applicable laws and regulations for anti-money laundering, consumer, wealth management, and mortgage
  • Ability to plan, analyze and coordinate effectively, strong organizational skills, including ability to prioritize multiple projects and deadlines simultaneously
  • Ability to develop and maintain close working relationships with business lines and internal partners
  • Strong level of accuracy and attention to detail
  • Advanced PC literacy (MS Powerpoint, Word, Excel, electronic mail such as Lotus Notes or Outlook)
  • Accountable for and able to manage time effectively and to work under minimal supervision both individually and as part of a team
  • Ability to manage and direct the activities of others
158

Basel Reporting Manager, VP Resume Examples & Samples

  • Manage and directly oversee the work of a team of Basel Reporting Analysts responsible for preparation of Basel Standardized schedules (HC-R, RC-R)
  • Function as business lead on technology projects that target improvements or changes needed for quarterly reporting processes to promote efficiency and manage business or regulatory requirement changes. Also Assist with non-technology projects geared towards integrating acquired assets with the bank’s quarterly Basel RWA & Capital reporting
  • Prepare executive management reporting metrics and presentations
  • Manage the attestation process with line of business; prepare summary reports requested by the business
  • Prepare analytical reports and/or data analysis on RWA required by various internal clients (i.e. Risk management group, Bank of Tokyo Mitsubishi, Line of Business)
  • Additional deliverable as assigned MUB Managers
  • Strong Banking products and Credit Risk background preferred
  • Strong presentation and written communication skills; experience using fact-based analysis to ‘tell the story’ to an executive audience
159

Corporate Tax Reporting Manager Resume Examples & Samples

  • Interpreting new law and implementing regulations (such as FATCA); communicating requirements and providing guidance to Lines of Business and support units throughout the organization
  • Evaluating and mitigating impact of penalty assessments and notices from the IRS; requesting abatements when appropriate
  • Maintains ownership of the Information Reporting 1099/1098/5498 system, a main-frame system used for housing and managing information returns data which includes oversight for testing and installing annual releases to the system and decision responsibility for periodic system updates
  • Manages exempt level staff associates
  • Provides support and fields questions from branches and customers on Information reporting issues
160

Senior Tax Reporting Manager Resume Examples & Samples

  • To ensure the Group are compliant with the International Accounting Standard for Tax (IAS12) and appropriate and accurate tax disclosures are internally and externally
  • To ensure Group Tax policies and processes are properly implemented and consistently applied
  • To streamline reporting and forecasting processes across the Group and to maximise efficiencies
161

SAP BO Reporting Manager Resume Examples & Samples

  • Act as a subject matter expert and technical lead for the BI reporting projects and support
  • Develop and Support dashboards and reports based on financial results of member firms, which includes P&L, Balance sheet and Headcount details
  • Prepare and analyze the business performance dashboard for different stakeholders and sharing the same with the business management team
  • Think globally, all of the reporting and analysis should be consistent and communicated across all the regions
  • Partner with IT and Finance to perform data mining, validate and format quantitative data sets to measure performance of member firm’s revenue. Design and automate processes for data capture, tracking, and reporting
  • Support creation of Monthly financial reporting deliverables including Financial Dashboards, Trend analysis, Growth & Variance analysis and other analytical tools
  • Should be proactive and approachable in solving Functional / Technical issues
  • Communicate effectively with client, senior management and team members. Also presents and discusses work results clearly. Assist when required on ad hoc deliverables
  • Minimum 8 years of reporting and analytics experience with different reporting tools. At least 3 years in SAP Business objects experience preferably in a global organization
  • Proficient with SAP Business objects reporting tools; BW and ECC as an added plus
  • Strong Knowledge in MS Excel, PowerPoint and Word is required
  • The ideal candidate must possess a flexible work style and be able to work beyond the normal schedule during peak periods in order to meet deadlines
162

HR Compliance & Reporting Manager Resume Examples & Samples

  • Prior compliance responsibility within at large, government contractor and unionized workforce or with a law firm in support of such clients
  • Strong systems and analytics skills to understand how to approach audit data
  • Demonstrated ability to partner positively with a dispersed team to drive knowledge and change
  • Exceptional business judgment, problem solving, communication skills and analytical thinking
  • Experience effectively presenting and delivering data across a diverse population, from front line supervisors to senior leaders
  • Results orientation and the ability to thrive in a fast paced, performance orientated culture
  • Comply with the EH&S Policy and applicable regulatory and company EH&S rules and requirements
  • Report to supervision conditions or practices that are either unsafe or that may adversely impact the environment, to ensure prompt resolution of potential hazards
163

Operations Reporting Manager Resume Examples & Samples

  • Supervise and manage performance of Analysts and Specialists
  • Create strong collaborative team environment
  • Excellent analysis skills with proven experience in either a business analysis or quality analysis function that utilizes reporting to guide business decisions
  • Strong working knowledge of the tower leasing industry, with experience of executive collaboration in a tower leasing business setting
  • Strong knowledge of software development standards and best practices
  • Strong relationship-development skills resulting in long-term, mutually beneficial client relationships
  • Self-motivated; able to work independently to complete tasks and respond to department requests and to collaborate with others to utilize their resources and knowledge to identify quality solutions
  • Strong leadership skills; ability to drive and motivate team to achieve results
  • Ability to identify key contacts for follow up; excellent ability to communicate project and status updates to team and cross-functionally to ensure understanding
  • Good strategic and problem solving skills to effectively influence decision making in key negotiations
  • Bachelor’s degree in Business, Information Systems, Computer Science, Finance or related field required
  • Minimum of 5 years of experience using analytical information to drive business decisions required
  • Minimum of 3 years of leadership experience required
  • Minimum of 3 years telecommunication industry experience with an in-depth knowledge of Operations data sets required
  • Experience consulting in a direct customer-facing role that involves analysis and technical development in an Application, Business Intelligence or Web Design function preferred
164

Reporting Manager Resume Examples & Samples

  • BA/BS degree with concentration in general Accounting, Finance, FP&A, IT, Project Management or equivalent work experience
  • 6+ years of directly related experience with a strong management background
  • Oracle HFM or DRM Certification preferred
  • Very strong interpersonal, influencing, communication and organizational skills
  • Ability to work with various/complex stakeholder groups & functions and various levels of management
165

Process Governance & Reporting Manager Resume Examples & Samples

  • Responsible for driving VSC staff agendas, communications agendas, off-sites, and ensure appropriate communications are maintained across departments
  • Responsible for deck creation to convey the strategic direction of VSC within PNB and Verizon to achieve capital and operational funding requests, as well as track and convey status and operational reporting across the greater PNB and Verizon organization
  • Partners with Sales Enablement, product management, and product marketing functions to identify key reports, functionality /system tasks to improve tracking, usage, and trending
  • Reports on PLM and Agile product delivery within the Business Ops function
  • Create historical revenue reporting for VSC by customer type, product, and services, and creating tracking systems to monitor progress on an ongoing basis
  • Develop revenue and cost allocation models linking to multiple financial systems for regular reports on VSC progress
  • Develop roadmap with IT Billing enablement systems to create a fully automated structure to track revenue across business units
  • Build PR Code roll-ups that tie into existing products systems as well as introduce strategy to deploy new codes to track new products and solutions bundles
  • Develop and execute against product reporting strategy roadmap that accommodates multiple pricing models across services working closely with Solutions Product Managers, IT, Finance, and VSC Pricing Manager
  • Develop reporting tracking historical revenue, planned investments, sales funnel, and products and services
  • Build dashboards working closely with product pricing and sales enablement to track KPIs across multiple data sources
  • Manages PLM and Agile product development governance processes, ensuring Product managers are working within the greater PNB Business Ops functions and following best-in-class practices in product development
  • Establish, manage and report key performance indicators for all departmental functions
  • Continually review current business processes and existing applications solutions supporting them and identify improvements for the short and long term strategic direction
  • Participate in Management meetings and discussions, and provide meaningful input into the generation and modification of policies and procedures
  • 10+ years of experience in financial reporting and database management, 5+ years supervisor/management experience leading a large group with diverse experience and knowledge
  • Demonstrated success developing/implementing systems to track complex/disruptive pricing models for product solutions, especially Software as a Service & Platform as a Service models
  • Experience in enterprise systems architecture, focusing on large scale, complex, transformational solutions
  • Bachelor’s Degree in IT, Information Systems or Finance preferred; MS preferred
  • Strong analytical skills, with core ability to operationalize and address strategic imperatives through tactical execution
  • Professional presentation and comm. skills to address all levels of the enterprise to include client senior executives
  • Ability to create excellent working relationships with diverse teams and job functions throughout the organization
  • Extensive experience with business process design and evaluation
  • PLM and Agile product management experience
  • Able to meet strict deadlines & work effectively under pressure & carry out assigned projects to completion; establish & maintain solid relations with staff members & internal customers
  • Strong Microsoft Office background, particularly Excel and Power Point, required
166

QA Training & Reporting Manager Resume Examples & Samples

  • Design, develop and implement training curriculum and supporting materials
  • Develop training schedules based on the evaluation of the need for new staff
  • Develop and deliver training through input and communication with the client and Project Director
  • Communicate operating policies and procedures and ensure compliance with contractual agreement
  • Arrange staff training on a regular and ongoing basis regarding protocols and project information obtained through quality assurance monitoring
  • Manage Quality Assurance and Quality Control operations including planning, implementing, monitoring and reporting functions
  • Manage internal and external customer expectations related to quality management, and effectively communicate corporate quality standards across the project
  • Support and improve the Quality Program and provide the leadership and direction to enhance accepted standards of quality practices, continuous improvement and ethical considerations
  • Aggregate and analyze quality data and identify opportunities for improvement in product and service quality, and the design and implementation of key business and quality processes
  • Maintain responsibility for developing, implementing and writing procedures, work instructions and flow-charts for QA and QC activities and monitoring compliance with contractual agreements
  • Bachelor's Degree from an accredited college or university required, preferably in Business, Health or Social Services field
  • At least two (2) to five (5) years of previous supervisory experience in a health or social services field
  • Knowledge and work experience with state programs (i.e. CHIP, TANF, SNAP, Medicaid or LTC) preferred
  • Prior training or teaching experience with adults
  • At least three (3) years of prior training experience in a human services environment preferred
  • Experience participating in internal and external quality audits, developing quality plans, and writing procedures and work instructions
  • Knowledge of Quality Assurance, performance monitoring and basic research skills
  • Computer literate and proficient in Microsoft Excel and PowerPoint applications
167

Grants, Cost & Reporting Manager Resume Examples & Samples

  • Governmental and Financial Accounting Standards Board (GASB, FASB) pronouncements and modified accrual/current financial resources focus basis of accounting
  • Generally Accepted Governmental Auditing Standards (GAGAS)
  • Supervisory techniques
  • Problem solving
  • Assign and monitor workloads
  • Train staff
  • Communicate with various levels of staff and customers
  • Interpret financial reporting requirements
  • Bachelor's degree with a major in Business, Finance, Accounting or other related field
  • Experience in Federal and State regulations related to Temporary Assistance for Needy Families (TANF), Title Iv-E, Title IV-B, and Social Services Block Grant (SSBG) programs
  • At least five (5) years of finance experience in governmental or related financial accounting
  • At least three (3) years of supervisory experience
168

Budgeting & Reporting Manager Resume Examples & Samples

  • Financial planning, budgeting, accounting, and forecasting
  • Monthly accounting close relating to the Operations Services areas including clearing and overheads
  • Compliance with all regulatory and SOX requirements
  • Provide direction, oversight, guidance, coaching and mentoring to the OS Finance team. Direct and manage the development of team goals and communicate company and business area objectives. Create a team environment of continuous improvement and learning to foster professional development
  • A strong understanding of the Supply Chain and Commercial Operations
  • Understanding of cost allocations – clearing, O&M Capital splits, engineering & supervision (E&S) and overheads
  • Experience working in business area finance and supporting an operations organization
  • MBA/CPA or a Finance/Accounting degree
  • Attract, recruit and retain a highly trained and motivated staff. Establish and communicate clear performance expectations
  • Provide education and support to business area related to accounting policies, budgeting and financial issues
169

HR Reporting Manager Resume Examples & Samples

  • Bachelor's degree in HR, IT, business or in other relevant areas
  • Management experience in data & analytics field
  • Expertise in Structured Query language(SQL) and in-depth knowledge of PeopleSoft or ERP data structure
  • Ability to communicate and interact with various levels of the HR organization
  • High levels of organizational skills
170

FP&A & Reporting Manager Resume Examples & Samples

  • Production of Actuals, Forecasts, Budgets and 3 year plan for the EMEIA Region
  • Responsible for the Financials in the Monthly Business Review (MBR) document, working closely with the wider Finance team to ensure all Risks and Opportunities are captured in our latest estimates
  • Support in the simplification and rationalisation of Reporting across EMEIA, leveraging BI
  • Key connection with Group Finance – developing models and reporting that best fits the business
  • Retail experience essential
  • PQE
  • Good understanding and knowledge of technical accounting
  • Proven Business Partnering across a range of stakeholder levels
  • Previous hands-on budgeting and forecasting experience in a retail environment
  • SAP, BOSS / WSAAP experience preferable
  • Oversee/Support the reporting development agenda and drive forward using central BI resources where possible
  • Benchmarking and development of reporting through connection with other divisions in the Group
  • Provide high-level analytics, to enable decision making and improve process/approach to short-medium term financial planning
  • Attend monthly Finance Month End meetings, minute and provide actions for EMEIA Senior Management and their teams – ensure all changes agreed are followed through following month end
  • Regular Digital Channel Reporting and Insights
171

Group Tax Reporting Manager Resume Examples & Samples

  • Prepare monthly, quarterly and annual group tax reporting inputs for management and statutory accounts for sub-consolidations and group consolidation
  • Understand significant transactions undertaken by and ensure tax impact is correctly reflected in the consolidated results
  • Assist with forecasting the effective tax rate, tax capacity and tax balance sheet, collating information from business units and Tax Advisory; understanding variences from expected rate
172

Regulatory Liquidity Reporting Manager Resume Examples & Samples

  • Preparing sections of the 5G regulatory liquidity report for the FRB
  • Performing robust analysis of movements and other key business drivers
  • Building a good understanding of the technical rules & guidance underpinning the report
  • Developing a strong working relationship with key stakeholders across the business, including Corporate Treasury and various Business Units
  • Working with the wider LFC teams (across our other locations) to ensure that reporting is properly linked to our control framework and also there is consistency between our key reports
  • Producing regular performance reporting and key metrics to demonstrate compliance with procedures and to identify potential areas of inefficiency / risk
  • Timely issue resolution and escalation of issues
  • Experience in managing large amounts of data and strong attention to detail
  • Ability to analyze and interpret complex data and to draw to a meaningful conclusion from this
  • Solid communication skills, especially in addressing technical and quantitative issues
  • Advanced Excel skills are essential and a knowledge of Business Objects would be beneficial
  • Financial Services experience and / or knowledge of investment banking products would be desirable
  • Qualified or part-qualified Accountant highly desirable
173

Reporting Manager Resume Examples & Samples

  • 6+ years of consolidations / reporting experience from an industry
  • Prior consume products, retail, and manufacturing
  • Public / private CPA
174

Sales Reporting Manager Resume Examples & Samples

  • Collect, analyze, evaluate and report data in order to increase sales productivity
  • Collect sales records and trends and evaluate performance measured against sales targets
  • Analyze sales and performance records, interpret results of overall sales
  • Assist in managing sales forecast
  • Coordinate complete sales reporting and forecasting process for all sales channels
  • Communicate sales reporting and sales forecasting to Senior management
  • In conjunction with manager create and manage impactful sales management dashboards for all levels of sales management
  • Generate ad hoc sales reports
  • Ensure current and future data and software requirements are met to provide accurate decision support for the business
  • Calculation and analysis of Sales Incentive
  • Assist with Sales Operations responsibilities as needed
175

First Line of Defense Testing Strategy & Reporting Manager Resume Examples & Samples

  • Assist in driving the strategy of the FLOD Testing program relating to efficiency and quality, FLOD Testing KPI reporting and analytics, and the processes and tools used, along with other ad-hoc requests
  • Provide data analytics, providing real-world findings based on data of results provided by the FLOD Testing team
  • Using the results of the data analysis and other FLOD Testing tools and resources, ensure coverage of all high-risk branch processes within the testing program
  • Create and provide analytics and executive management reporting with a focus on the overall FLOD Testing results and identification of key areas of control concerns
  • Partner closely with technology groups to develop and enhance FLOD Testing tools and reporting
  • Enhance testing processes using results and data analytics to support updates
  • Provide project management oversight for FLOD Testing initiatives
  • Must have knowledge of branch banking operations, retail banking, and/or retail administration management
  • Excellent communication and interpersonal skills with the ability to effectively and confidently with the personality to challenge requests and the status quo
  • Strong understanding of internal control concepts with demonstrated superior analytical skills, combined with an understanding of operational risk management practices
  • Demonstrated strong analytical skills, problem solving, and root cause analysis skills
  • Attention to detail with the ability to multi-task and work well in a fast paced organization
  • Ability to manage concurrent assignments in an effective and efficient manner
  • 5-7+ years of overall experience with a strong background in controls, analytics, data presentation, and reporting. Advanced degrees or other certifications a plus
  • Advance knowledge of PowerPoint and Excel with ability to create high level reports and presentations
176

Change & Capacity Reporting Manager Resume Examples & Samples

  • Establish Capacity Plan for all Data centers in scope
  • Create and maintain long term capacity forecasts to support DC planning, design and growth
  • Work closely with DC Operations Management and DC Competency Center to ensure that DC infrastructure capacity is aligned to meet the Novartis business demand
  • Responsible for successful operation of activities of major importance to the organization, e.g. Capacity/Configuration and Change management, customer satisfaction, award programs, productivity initiatives, process enhancements, customer satisfaction, training management, administrative management
  • Provides the vision and leadership for developing and implementing IT initiatives that support CTO business /processes in order to improve cost effectiveness, service quality, and business performance
  • Prepares reports to the higher management and initiates proposals to change plans and strategies where appropriate
  • Provides guidance on how his area of capability can resolve an organizational need and actively participates in all phases of the software/ application/ infrastructure/ process/ area development life cycle
  • University working and thinking level, degree in computer science or comparable education / experience
  • Desirable: ITIL v3 experience or certification
  • Fluency in English, German is a plus
  • Excellent written, presentation and verbal communication skills
  • 5+ years of working experience, 5 of those years dealing with business applications, infrastructure and data center technology in IT
  • Basic Know-how of infrastructure services and data center technology in the area of Virtualization, Unix, Wintel, Storage, Backup, Network and Security Infrastructure
  • Technical background, systems engineering, consulting and systems architecture experience
  • Proven experience in co-coordinating with multiple groups within the customer, within IT and Service Providers
  • Experienced in ITIL v3 processes (at least Change, Capacity and Configuration Management)
  • Experience in datacenter day to day base facilities
177

Avp-cra Reporting Manager Resume Examples & Samples

  • Prepare monthly reporting showing CRA activity to plan including
  • SFR and MFR Lending
  • Small business lending
  • Prepare and maintain HMDA LAR
  • File annual HMDA LAR with FFIEC
  • Evaluate potential loan pools and impact on lending results
  • 5+ years HMDA experience
  • 5+ years CRA Wiz experience
  • HMDA LAR requirements
  • Use of CRA Wiz and HMDA Wiz
  • 5+ years experience with CRA and HMDA
178

Ccar Senior Reporting Manager Resume Examples & Samples

  • Manage, recruit and retain, direct, train, and develop the regulatory reporting personnel
  • Lead preparation and review of regulatory reports. Lead data investigation and analysis, data quality and integrity checks, and data quality improvement projects
  • Lead in-depth analysis of financial reporting activities, including fluctuation analysis, reconciliations of management reporting systems, reviewing and correcting data quality issues, troubleshooting, and managing requests from internal business units and external auditors
  • Act as subject matter expert of regulatory reporting rules and requirements. Monitor and stay knowledgeable of industry, regulatory, and accounting developments and issuance of new reporting requirement standards. Lead review and analysis of changes and determine the impact on regulatory reporting filings. Communicate assessment to senior management and audit committee and board of directors
  • Partner with cross functional teams addressing data, process, model, analytics and policy gaps involved in regulatory reporting. Liaise between multiple stakeholders ensuring accuracy, completeness and documentation framework for all reporting requirements
  • Maintains policies and procedures to ensure timely and complete accumulation of information necessary for regulatory reporting functions and maintain CCAR documentation framework to comply with the Regulatory Reporting Accountability Policy
  • Conduct analysis to produce performance monitoring reports for all business units included in the financial reporting process
  • Oversee the preparation/administration of management reports, such as performance dashboards, service level reporting, and other management reports as needed for the Regulatory Reporting Quality Oversight Committee
179

AML Compliance Reporting Manager Resume Examples & Samples

  • Prepare compilation of reporting and communications for Compliance senior management to deliver to Board-level committees and other Discover Committees
  • Assist in facilitation of Compliance reporting requirements on behalf of the Compliance function
  • Manage development and maintenance of KPIs, KRIs and standard reports to assist Compliance senior management in managing compliance risk
  • Manage oversight of programs and projects on behalf of Compliance senior management to include MIS systems and other strategic initiatives
  • Preparation of ad-hoc reports upon request form Compliance senior management and local compliance officers
  • Manage Compliance MIS strategy, including (but not limited to) the reporting framework, which develops and maintains US compliance reporting standards, templates, processes and management information systems
  • Prepare direct reporting and analysis to support the execution of compliance risk management and oversight. This will include providing information to enable first lines of defense to proactively monitor and assess compliance risk, compliance performance, emerging compliance risks, and the design and operational effectiveness of the Compliance Risk Program
180

VP-third Party Risk Governance & Reporting Manager Resume Examples & Samples

  • Help ensure strong oversight of all third parties and provide Business Partners visibility of existing and emerging risks
  • Communicate to Business Partners and key stakeholders on policy compliance relating to third party risk
  • Minimum of seven to 10 years proven and progressive financial services audit, operations / internal control (ie. BRCM), risk and/or compliance management experience or equivalent
181

MIS Reporting Manager Resume Examples & Samples

  • Financial service background with specific emphasis on process execution, quality control and working knowledge of the company’s organizational structure
  • Ability to work in team-oriented environment with strong aptitude for problem solving
  • Strong communication and time/project management skills
  • Ability to synthesize disparate data and information and bring together in a cohesive manner
  • Data analysis experience and strong demonstrated performance with Microsoft office applications
  • MBA with emphasis operations or process management discipline
  • Experience with business process management
  • Ability to receive constructive feedback and respond in a productive fashion
182

Forecasting, Planning & Reporting Manager Resume Examples & Samples

  • 6-8 years of experience
  • Univeristy degree majoring in Finance/Accounting
  • 4) Agent for change
  • 6) Energetic and willing to get his/her hands dirty
  • 7) Good ERP and HFM skills
183

Accounting & Reporting Manager Resume Examples & Samples

  • Lead the periodic closing process, ensure coordination among involved internal stakeholders, addressing issues in appropriate way and ensure timely and accurate submission of financial statements in corporate systems (NAV, FPPS, HFM), including review and approval of manual entries
  • Periodically prepare, get approvals and submit accurate financial statements in accordance with Mars GAAP, with supervision for 2 Russian legal entities and Belarus entity. Address issues or uncertainties to Corporate FP&A or Corp. Accounting (McLean) in effective and efficient way, to facilitate resolution
  • Prepare and submit accurate financial statements in accordance with Russian standards (quarterly and annually), being the acting Chief accountant for 2 legal entities (Ruscan and Ruscan distribution). Ensure accounting policy is up to date, regular reconciliations of all balance sheet accounts with counterparties are done, lead the stock-counts, ensure recording of timely provisions in line with Company policies, to ensure that all balances represent true and fair view
  • Manage the team of accountants and relevant processes (such as General Ledger, Inventory, Product costing, Accounts Payable (including Intercompany), Accounts Receivable, Payroll, Bank and Treasury) and coordinate collection of accounting documents from branches in efficient way and within the budget , to perform accounting activities and provide proactive support to internal stakeholders
  • Ensure compliance with Russian accounting legislation, Finance manual and other policies and procedures, as well as strong controls and procedures (post-ICE initiative) are developed to cover processes in charge, to be executed by the team in efficient way, to minimize risks of inaccurate or non-timely transactions or fraud. Lead the implementation of global standard processes (Golden processes)
  • Coordinate the work with external audit (under Mars GAAP and Russian statutory standards), being the main contact person. Involve other internal stakeholders as required
  • Initiate and implement projects to improve performance of the accounting team and financial systems, setting stretch targets and appropriate KPIs, which would reflect speed and accuracy of team performance. Compare performance with other Mars or RC units and external benchmarks
  • Develop the team through PDP process (70-20-10), with the focus on coaching, feedback and participation in different projects in line with Functional Activity Blueprint (FAB), such as strategic cost management (SCM), integration to C@MTT, OneNAV implementation, new geographies coverage (Belarus, Kazakhstan, etc.), local production of WET support, etc
  • Provide support to line manager, external and internal auditors, tax authorities or other parties with requests relevant to the scope above
  • University degree in Finance
  • Relevant functional experience in international FMCG companies
  • Strong analytical, process management and decision-making skills
  • Strong people leadership skills
  • Knowledge of Russian Accounting Standards and International Accounting Standards and experience of practical implementation
  • High analytics capabilities
  • ACCA, CIMA as an advantage
  • Knowledge of ERP – Navision system as an advantage
  • English – fluent (upper intermediate as a minimum requirement)
184

Financial Data Reporting Manager Resume Examples & Samples

  • Month end close process: Running jobs and processes to calculate entries that are ultimately populated in the financial reporting system
  • Assist in the administration of the planning and forecasting system
  • Enhance and improve processes. Convert processes currently run in MS Access to SQL and/or into the Planning and Forecasting system
  • Maintain the Cognos Finance Application by updating reports, organizational structures and accounts. Design process of data flow in Cognos Profit Planning System
  • Ensure that the Cognos Finance Application is running properly by reconciling the database back to general ledger and on-line planning system on a daily basis during planning process
  • Coordinate the installation of new versions of Cognos, as needed in time for September planning process. Includes testing, verification of data and having applications updated on servers/desktops in production
  • Coordinate the rollout of Cognos to other lines of business as requested
  • Provide support to the Financial Planning staff during the planning process. May include working with regions or home office departments on their profit plans and financial data requests
  • Support lines of business by helping to meet financial data requests
  • Bachelor's degree with major in financial-related discipline such as accounting, business, finance, with additional studies or minor in information systems, or equivalent education and related training
  • Five years of experience in accounting or financial reporting
  • Strong experience with computer information systems, including mainframe systems, client/server platforms and personal computer networks
  • Experience with GEAC and Cognos, or related systems
  • SQL database experience - writing queries, working with IT to add needed fields, etc
  • Master's degree in finance or business
  • Professional designation, such as Certified Public Accountant, Certified Managerial Accountant, or Certified Financial Accountant
  • Microsoft certification
  • Experience working with banking and/or financial reporting application systems
  • Administrative knowledge of Planning systems
  • In depth understanding of SAP BPC preferred
185

Tax Reporting Manager Resume Examples & Samples

  • To ensure compliance with International Accounting Standard for Tax (IAS12) and appropriate and accurate tax disclosures
  • To provide tax accounting advice and support across the Group to ensure that sites accurately calculate and report tax in accordance with latest accounting standards and Group policies
  • To develop and maintain tax reporting models that accurately provide the appropriate tax inputs into the Group's forecasting and stress testing
  • To support the Head of Tax Reporting in implementing and maintaining the global tax risk framework and supporting governance and reporting requirements
186

Regulatory Liquidity Reporting Manager Resume Examples & Samples

  • Supporting the key project delivery and automation of our NSFR reporting
  • Completing testing against business requirements and regulatory guidance
  • Building a good understanding of the technical rules and guidance underpinning the report
  • Developing a strong working relationship with key stakeholders across the business, including Corporate Treasury, Global Accounting Policy and various Business Units
  • Produce regular performance reporting and key metrics to demonstrate compliance with procedures and to identify potential areas of inefficiency / risk
  • Ongoing review of the reporting process & team supervision as we embed as a business as usual process
  • Ability to analyse and interpret complex data and to draw to a meaningful conclusion from this
187

Enterprise Scenario Planning & Execution Quality Assurance Aggregation & Reporting Manager Resume Examples & Samples

  • 8 + years of compliance, risk management or audit experience with a specific focus on regulatory reporting, liquidity, capital or balance sheet management
  • Prior experience in a line of business or corporate finance organizaiton
  • Experience in the financial forecasting, budgeting, and projection processes of large scale financial services company
  • Exhibits a strong work ethic, proactively manages multiple high priority projects and works effectively both as an individual and as part of a team
  • Strong communication and effective collaboration skills
  • Ability to manage multiple activities/initiatives simultaneously
  • Flexible mindset with the ability to quickly adjust approach when required
  • CPA, MBA or equivalent
188

Accounting & Reporting Manager Resume Examples & Samples

  • Ensures that the Group reporting manual is properly applied at the local entity level (BP Lubricants USA Inc.) and all accounting judgments are consulted, evidenced, documented and approved within Accounting Policy requirements and Delegations of Authority
  • Oversees and validates reporting for US Auto Lubes and provides assurance to the US Finance Manager on the integrity of the financial reports
  • Engages with the BP Accounting Policy team and maintains a close working relationship with GBS in support of key financial processes
  • A minimum of 8 years' experience in accounting and reporting processes
  • Proven track record demonstrating ability to interact with and influence people at all levels within the organization and build strong relationships
  • Ability to coach individuals and teams in order to improve capability
  • Consistently looks for ways to do things better, faster and more efficiently
  • Strong understanding of how BP’s financial control & accounting processes and systems operate including key interfaces with other Group Functions and with other providers (e.g. GBS/OSP)
  • Possesses a strong understanding of IT&S infrastructure (preferably JDE/SAP)
  • Recognized national or international professional accountancy qualification e.g. CIMA, ACCA, ACA, CPA
189

Sales & Revenue Reporting Manager Resume Examples & Samples

  • Manage the deliverables of the Markets reporting team members, ensuring they are delivering accurate, insightful outputs in a timely manner to their primary stakeholders
  • Responsible for Market Leadership Planning and Account revenue planning reporting and analysis
  • Proactive, organised and self-sufficient with ability to prioritise and multitask
  • Highly team oriented approach, with flexibility regarding tasks undertaken and the ability to prioritise a number of conflicting demands to meet exacting deadlines whilst maintaining a clear sense of direction
  • Extensive experience working as a revenue and sales analyst in a business environment
  • Experience managing a team
  • Experience in a large multi-country business environment developing quality reporting and analytics across teams and businesses
  • Experience within a financial services industry and knowledge of EMEIA market
  • Experience analysing large set of data and use relevant tools and models to prepare impactful MI reports
  • Wide experience of working with CRM tools like Interaction and SAP, visualisation tools such as Spotfire, Tableau, SharePoint and other business operations tools
  • Experience working with teams located in multiple time-zones and in complex environments with an onshore-offshore model
190

Sales & Business Operations Reporting Manager Resume Examples & Samples

  • Managing, coaching and developing team members
  • Accomplishes results through the team by communicating job expectations, strategic planning, monitoring and providing regular performance feedback
  • Accountable for team’s performance, timeliness, accuracy and career growth
  • Partnering with our internal teams to design performance and KPI measurement in order to help the company meet strategic and financial objectives
  • Synthesize data into actionable insights, strategies, and tactics, and share findings through reports / presentations with stakeholders
  • Identify, standardize and automate integration of critical reporting metrics and adapt current reports and metrics to support evolving business needs and opportunities; Provide consultation and training on reports to ensure their use and effectiveness among users
  • Identify, define and lead ad hoc analysis as needed to support evolving business requirements and to provide timely business insights
  • Partner with data teams across the organization. Work with them to obtain metrics for reporting and analytics
  • Strong communication/organization skills
  • Ability to coach and develop a team in order to support our various sales and operations teams across our organization
  • Strong ability to analyze, evaluate and problem solve
  • Experience supporting sales and business departments
  • Ability to multi-task and prioritize projects
  • Advanced skills with Microsoft Excel and Tableau preferred
  • Experience working with data systems such as Peoplesoft, Salesforce and Business Intelligence reporting tools
  • Bachelor’s degree preferred r industry experience equivalent. MBA a plus
  • Measuring and reporting on metrics related to sales organizations and/or customer service required
  • 2+ years leading, coaching and motivating teams preferred
  • Leading a team that is responsible for producing large number of reports that touch multiple levels and facets of an organization preferred
  • Reporting and display analytics preferred
  • Data automation and clean up – identifying needs and working with IT and other partners to achieve this request preferred
  • Designing and/or administering performance measurement of sales/service preferred
191

Programme Controls Reporting Manager Resume Examples & Samples

  • Develop forms and tools for collecting project and programme status information
  • Coordinate production and distribution of key monthly reports
  • Support coordination and production of PMC Quarterly Steering Committee Report
  • Attends monthly governance progress review meetings
  • Develop and use project/programme control tools, processes, and techniques
192

O&t-control Management & Reporting Manager Resume Examples & Samples

  • Degree holder in Financial Economics or related disciplines
  • Relevant experience in credit card business and certain knowledge in banking business
  • Require proficiency in both spoken and written English, Mandarin
  • Logical, able to work independently under pressure and learn rapidly
  • May need to work overtime or shift especially during project launch
193

Compliance Reporting Manager Resume Examples & Samples

  • Lead Compliance MIS strategy, including (but not limited to) the reporting framework, which develops and maintains compliance reporting standards, templates, processes, and management information
  • Direct the compilation of data for and preparation of periodic reports of a highly complex nature for Executive Management and the Board of Directors regarding BOW’s Compliance Management Program
  • Oversee the development, maintenance, and quality of key performance and risk indicators (KPRIs)
  • Coordinate with the Bank’s Office of the Corporate Secretary and maintain governance calendars to ensure reporting obligations are documented and flow through proper management and board committees
  • Spearhead projects and initiatives related to the enhancement of the compliance reporting process, especially as they related to enhanced KPRIs and technology solutions
  • Direct execution of reporting obligations to Bank’s retail holding company, intermediate holding company, and parent company
  • Perform other job duties, including ad hoc reporting requests, as required
  • Superb executive-level written and communication skills
  • Polished technical skills including demonstrated ability to analyze large sets of data and effectively translate results verbally and visually through tables, charts, graphs and other technique
  • Attention to detail coupled with exceptional organizational skills
  • Ability to perform under pressure as a team player and demonstrated ability to meet simultaneous deadlines
194

Statutory Reporting Manager Resume Examples & Samples

  • Manages a team which supports about 120 legal entities with various complexity that require a solid understanding of the nature of the legal entities’ set-up and business activities, relevant statutory reporting and audit requirements, and applicable direct tax principles, in order to execute activities effectively
  • Drive and ensure the KL team’s accurate and timely delivery of statutory reporting (e.g. preparation of statutory reports, tax packs, etc.) in accordance with SLAs
  • Oversees the overall progress of UK Statutory Reporting schedule to ensure adherence through closely engagement with GBS Europe, UK Central Team and KL Tax team
  • Coordinate, facilitate and review draft statutory accounts, directors’ briefs, audit files, tax packs and quality control check lists with support from team members
  • Accountable to prepare External Audit hours forecasting info for BP Chief Accounting Officer, with support from team members
  • Manage queries from Company Secretary and UK company directors
  • Perform 2nd review of statutory accounts prior to submission to external auditors
  • Proactively identify, propose and implement process improvement, standardisation and simplification activity within the team
  • Manage relationships in matters of Statutory Reporting as appropriate with Group Accounts; Group Finance, Group Tax, Business stakeholders across the globe and external auditors from KL and UK
  • Support Central Accounting team in UK in managing “Operation Governance Board” and “Executive Governance Board” meetings
  • Regularly track and resolve outstanding audit and tax issues that have been escalated, or further escalate to the necessary parties
  • Develop the annual plans and budget for own team in support of the overall planning and budgeting for Tax, Control & Compliance tower
  • A university degree or professional qualification, in accountancy or its equivalent. A tax qualification is advantageous
  • Recognised professional accounting qualification (e.g. ACCA, CPA, CIMA or MIA)
  • Minimum of 9-10 years of experience in Statutory Reporting and/or direct tax or tax accounting with strong knowledge of external financial reporting regulation, Group Reporting Manual and Group Account Policies
  • Minimum of 9-10 years of experience in leading, developing and coaching teams
  • External Audit experience
195

Planning & Reporting Manager Resume Examples & Samples

  • Solve at a first level : provide telephony assistance to operations and troubleshoot telephony problems and define local requirements to help find appropriate technology solutions
  • Commercial studies
  • More than 2 years acquired in managing CRC operations (workforce or reporting positions, that enabled to develop
  • English and French written and spoken are essential
  • Ability to assess and understand performance
  • Proven ability to manage change and implement process improvements
196

Performance Reporting Manager Resume Examples & Samples

  • Manage end-to-end deployment and delivery of integration activities for specific customer, including preparation of the live customer network or IS/IT infrastructure and assisting the program manager in resources and timing definition and tracking
  • Validate and approve integration test results for a new service, terminal and equipment type or vendor
  • Secure the availability and accuracy of the customer’s asset configuration information to be used by all delivery units
  • Ensure deployment management activities are efficiently performed and supported by other delivery organizations and functions
  • Seek customer approval for deployment solutions and negotiate penalties in the case of customer non-acceptance
  • Participate on various change management boards, and forums as needed and coordinate customer participation as necessary
  • Ensure acceptance tests are performed locally and globally with customer involvement and approval as necessary
  • Approve the release and deployment strategy based on customer requirements and ensure execution of proper hand-over to operations
  • Continuously drive for efficiency, improvements and excellence in service delivery
197

Senior BI Reporting Manager Resume Examples & Samples

  • 5+ years of experience in report development and analyzing data across multiple systems
  • Minimum of 5+ years relevant work experience required, preferably with HCA
  • Proficient with Business Objects, Excel, and Essbase Excel Add-In
  • Knowledge of Teradata SQL Assistant, Tableau, and SQL coding preferred
  • Knowledge of existing HCA reporting tools (EMR, HRA, Financial Analytics preferred)
  • Financially oriented- ability to reconcile data across various systems and understand valid reasons for differences
  • Detail oriented but can also see big picture
  • Embraces technology
  • Understanding of HCA report distribution options (Vista, Web, Email Push)
  • Strong analytical and interpersonal skills
  • Possess skills in generating & executing QA test plans and documenting results
  • Four-year degree required
  • Demonstrated expertise in healthcare report development
  • Significant experience with participating in initiatives with proven performance in meeting productivity, financial, and client satisfaction goals on deadline
  • Knowledge of case management, discharge planning, and utilization review preferred
  • Ability to communicate effectively in oral, written and electronic formats
  • Ability to establish and maintain collaborative and effective working relationships with a focus on the importance of teamwork
  • Demonstrates skills including strategic and critical thinking, problem resolution, proactive decision-making, consensus building, and effective resource utilization
  • Build Tableau reports or BOBJ Webi reports to be distributed to facility and corporate leadership
  • Ensure business needs are met in requirements for reporting specifications
  • Participate in analyzing and interpreting user requirements into technical architecture and design specifications
  • Contribute to the requirements analysis and solution design for the Case Management Analytics platform
  • Develop an overall understanding of the end-to-end process from source systems to end-user analytic and reporting tools
  • Responsible for working with the business users, solution architects and development leads to define and implement overall Case Management universe and Case Management analytics application level architecture
  • Act as a Case Management universe and Case Management analytics application(s) functional expert; provide expertise in the business processes supported by the data warehouse
  • Responsible for the design and development of work estimates and act as the primary point of contact for work estimates
  • Practices sound project management methodologies to drive an integrated plan and timeline, identify and monitor milestones, meet deadlines
  • Collaborates with Corporate Case Management staff in developing new reports for monitoring program results
  • Proactively identifies potential issues/risks and works with the cross-functional team to develop mitigation strategies and communicate to leadership
  • Identifies and resolves (or escalates) challenges/barriers facing the team
  • Offers creative suggestions to report development and management obstacles
  • Collaborates with the Corporate Case Management staff in identifying resource training needs regarding new or enhanced reports
  • Maintains and articulates current knowledge and understanding of all HCA corporate policies and procedures related to job function
198

Cluster Reporting Manager Resume Examples & Samples

  • Face of the CoE” to local markets, BS CoE and “face of the local markets” for the CoE
  • Ownership of country trial balances and ensuring transparency of actual figures
  • Responsible for timely BRAVO Actual reporting to Corporate, ensuring all necessary closing requirements are completed
  • Work closely with other teams within the CoE to ensure clear understanding of postings and any budget versus actual variances
  • Leading simplification, standardisation and automation of accounting and reporting processes at regional level
  • Approvals (Bravo, bank, Tier2 journals)
  • Lead P&L and balance sheet close meetings with Finance Directors each month/ quarter
  • Liaise with Tax & Statutory COE team (understanding of local statutory compliance/reporting)
  • Lead and be part of projects
  • Fully qualified accountant or an international qualified accountant equivalent, with relevant post qualified financial experience
  • Local market experience with European J&J consumer companies
  • Relevant experience in different Finance Functions
  • US GAAP closing experience
  • Strong interpersonal and customer service skills required
  • Proven business partnering skills (with local EAME markets)
  • Ability to multi-task, work under pressure, meet deadlines and be able to thrive in a fast-paced work environment
  • US GAAP accounting knowledge
199

Reporting Manager Resume Examples & Samples

  • Consult with key stakeholders to understand requirements to recommend / guide the team to appropriate approaches, solutions and technologies
  • Manage the overall delivery of multiple projects focused on delivering complex data / reporting capabilities
  • Develop strong relationships with operational leadership to ensure the team’s contribution adapts and aligns to line of business plans and priorities to address critical business and operational challenges
  • Communicate and update various levels of leadership on project status, risks, concerns, etc
  • Collaborate with internal business partners in business process discussions
  • Communicate with developer team and assist in translating business requirements
  • Analyze and interpret data to identify trends, patterns and opportunities for the business and clients
  • 3+ years demonstrated progression in business process, reporting or analysis
  • 3+ years of experience designing and implementing data - driven technology and reporting solutions; including working knowledge of database / data warehouse design and methodology
  • 2+ years of experience with project methodology (understanding process involving requirements, design, development, test and implementation)
  • 1+ years of experience managing teams with direct reports in a project based environment
  • 1+ years of experience organizing and facilitating virtual meetings
  • 1+ years of experience in healthcare insurance industry; including claim adjudication, payment and / or eligibility
  • Intermediate level of proficiency with Excel, PowerPoint and Word
  • Experience in the software development lifecycle
  • Experience with project management and project management tools / software
  • Experience with Big Data (Hadoop, MAPR Hive) and reporting tools (Tableau)
200

Project Alignment & Reporting Manager GTB Project Management Office Resume Examples & Samples

  • Develop pro-active and creative communication vehicles to increase executives, team members and partners’ awareness and engagement with the GTB key initiatives (e.g. Scotiabank Live, newsletters, blogs, Town Halls, progress update dashboards, KPI dashboards, roadmap)
  • Manage GTB PMO strategic initiatives roadmap (paper-based and transition to system-based tool) by monitoring progress of multiple initiatives and highlighting potential interdependencies and synergies
  • Deliver clear, consistent, and professional Leadership communications targeting an executive and senior-level audience to enhance understanding, engagement, and support for GTB priorities
  • Collaborate with communication group within GTB and across the Bank to align communications plans, sharing business success and best practices
  • Build relationships with subject matter experts and learn the business to ensure clarity and alignment of messages with business objectives
  • A minimum of 3-5 years work experience in corporate strategy, communication, marketing communications, or public relations, preferably within a corporate environment or with a top-tier consulting firm
  • Solid knowledge and experience in developing, managing, and executing project and communication strategies, plans, and deliverables
  • Demonstrated aptitude for creative, analytical, and strategic thinking skills
  • Superior oral and written communication skills, including writing, editing and presentation
  • Advanced competence in managing multiple tasks and initiatives, often with time-sensitive deadlines in a fast-paced and high-profile environment
  • Ability to develop and maintain strong, collaborative internal/external partner relationships
  • Strong project organization, management and documentation skills to manage competing priorities and tasks on schedule, with a high-level of detail and accuracy
  • Advanced competence in PowerPoint, Word and Excel, with aptitude to self-learn new software (e.g. GIRA, MS Office, Scotiabank Live editor, etc.)
201

Readiness Reporting Manager Resume Examples & Samples

  • Uses classified (US-Only) Information Technology (IT) systems, including Standard Army Management Information System (STAMIS) and Global Combat Support System-Army (GCSS-A), to manage maintenance and logistics projects
  • Manages the reports of the APS 2 equipment set to include analyzing data to extrapolate operational readiness data that is classified when consolidated
  • Provides visibility of property by unit and type
  • Integrates/manages data and reports
  • Ensures maintenance/readiness data integrity at all times
  • Coordinates with higher headquarters to ensure property/equipment is in the proper state of readiness as determined by the government customer for re-issue to the gaining unit or other entity as required
  • Maintains all information at no less than 95% accuracy unless otherwise stipulated
  • Generates all required maintenance related reports, charts, graphs, data calls
  • Provides all required reporting on time as required
  • Ensures timely and accurate responses are prepared for requests for information from external activities
  • This position requires a US Secret security clearance
  • Must be able to qualify for and operate Government provided light vehicles
  • Expertise in MS Office, with prior intensive database and data management skills
  • Analytical skills commensurate to the effort
  • Excellent interpersonal skills to interact well with the customer and with employees at all levels
  • The appropriate verbal and written communications skills to conduct meetings, execute plans, prepare reports, plans, and working instructions
  • Must be able to successfully pass CGI background investigation
202

Gaap-reporting Manager Resume Examples & Samples

  • Manage interaction and expectations with regional controllers, Country Finance Officers and country controllers for the region, aiming to establish and keep a fluent and efficient communication
  • Analyze the financial processes to ensure sound performance of US GAAP entries needed to align local regulatory reporting to corporate regulatory reporting and propose best practices
  • Ensure, establish and comply with surrounding controls as according Citi policies and guidance for the financial process, supporting documentation, binders, MCA, EUC., entitlements, COB, etc
  • Coordinate, analyze and establish corrective action plans for processes for the region such as KPI’s, Risk and control reviews, Issue log, capacity metrics, COB testing, etc
  • 7-10 years of experience in a financial control / finance support roles / accounting /
  • Citi experience is a plus
  • Solid accounting knowledge including US GAAP knowledge
203

Reporting Manager, Operations Resume Examples & Samples

  • Effectively lead a diverse team of professionals in a climate of high demand and ongoing change
  • Play a leadership role in providing ongoing support for Loan Services reporting; set priorities for assigned systems, taking into consideration Key’s strategic priorities, client impact, availability of resources, compliance requirements, funding requirements, impacts to Loan Services processes, etc
  • Manage the accurate and timely delivery of reporting across Loan Services. Ensure the integrity of the information by reviewing process documentation, validating business logic, and verifying outputs
  • Effectively communicate project status on a regular basis through various means
  • Partner with Loan Support Managers in business planning to optimize effectiveness and efficiency of the team
  • Establish and maintain effective relationships with the Process Areas, Lines of Business, Key Technology, Vendors and other Support Partners
  • Serve as subject matter expert to Process Areas and Lines of Business relative to new products and initiatives
  • Ensure team members are engaged and receive appropriate career development coaching and opportunities for continued growth
  • Maintain knowledge and expertise in Loan Services processes, supporting applications and their data
  • Lead and coordinate small projects and initiatives
  • Mentor other analysts to enhance their knowledge and experience, resulting in higher performance; identifies and provides learning opportunities to other analysts
  • Identify opportunities and propose changes to enhance operating efficiency and service delivery
  • Bachelor’s degree in Computer Science, Statistics, Management Information Systems (or equivalent experience)
  • Established leadership experience
  • Expertise in SAS development (SAS EG and/or Mainframe SAS)
  • Experience in SQL and BI tools (e.g., Tableau, MicroStrategy)
  • Working understanding of data mart table structure, relationships and design
  • Proven ability to lead projects and initiatives to successful completion; excellent organization skills including the proven ability to plan, schedule, coordinate and implement initiatives
  • Proven ability to successfully manage multiple, complex assignments with competing deadlines; proven ability to prioritize commitments, assign tasks and follow up on assignments
  • Knowledge of banking, accounting and/or finance
  • Knowledge of lending systems, i.e., ACAPS, CMSI, ALS, Miser, CACS/CAS, KeyView Deluxe, CLS, Dealer FloorPlan, Loan IQ
204

Readiness Reporting Manager Resume Examples & Samples

  • At least two years of Army War Reserve Deployment System (AWRDS) experience along with the ability to provide skilled analysis of data prepared and presented
  • APS knowledge and experience
  • U.S. citizenship
  • U.S. SECRET security clearance
  • Expertise in Microsoft Office, with prior intensive database and data management skills
205

Tax Reporting Manager Resume Examples & Samples

  • Ensure the efficient, accurate, and timely completion of all federal and state income tax returns
  • Manage the day-to-day relationship with our compliance outsource provider (including managing the RFP process to select the outsource provider.)
  • Manage all book/tax difference calculations and use prior federal tax compliance experience to do value-added reviews of processes to determine taxable income
  • Forecast future year taxable income for purposes of GAAP reporting, estimated tax payments, and tax cash flow forecasting
  • Develop internal relationships with other financial or operational groups to improve our ability to obtain data needed to accurately forecast taxable income
  • Ensure the accurate and timely completion of the year-end and quarterly GAAP income tax reporting process for the US
  • Ensure the accurate GAAP reporting of all US income tax accounts, through processes such as monthly taxes payable account reconciliations
  • Compute the tax provision and draft required disclosures for US entity separate company financial statements
  • Perform research of federal income tax issues
  • Work with the US tax planning team to ensure planning ideas are accurately reported in the federal income tax returns
  • Work with the US tax planning team and Tax Accounting team to ensure accurate recording of purchase accounting for acquisitions and accurate tax reporting and accounting for divestitures
  • Analyze financial models to determine the impact of tax planning ideas on income taxes payable
  • Ensure all federal tax return files are fully documented and audit ready
  • Assist in responding to federal and state tax auditor requests
  • Supervise the US compliance group staff, including career development and other personnel issues
  • Manage the responses to all notices and correspondence from US income tax agencies
  • Ensure efficient tax cash flow management; maintain relationship with the Service Center and Treasury to manage cash payment/check request process
  • Prepare and plan for audits, including reviewing compliance workpapers
  • Develop and implement process and procedures in anticipation of audits
  • Advise on current IRS Initiatives
  • Monitor compliance with record retention requirements
  • Set up and maintain US reserves, including advising on audit issues and tracking likely outcome and settlement potential
  • Monitor Statute of Limitations issues, including maintenance of comprehensive forecast of statute closings
  • Interact with governmental taxing authorities
  • Monitor and maintain policies related to privilege in the planning and compliance process
  • Special projects, as applicable
  • Minimum of 5 years of federal tax experience in one or a combination of "Big 4" firm or large multinational corporate environment
  • This position requires significant US federal tax reporting experience in a multinational company or professional services firm environment
  • The individual must have experience in the management of all income tax reporting requirements
  • Experience ideally will include successful design and implementation of process improvements to efficiently manage US reporting processes and sub-processes
  • Proficiency in Microsoft applications (Word, Excel), advanced Excel skills preferred
  • Self-starter with the ability and confidence to work well in an unstructured, dynamic environment
  • Team player; collaborative with peers and has led/mentored a team
  • Strong organizational and leadership skills
  • Ability to master complex functions and simultaneously execute multiple projects
  • Independent thinker
206

Board & Expense Reporting Manager Resume Examples & Samples

  • 10% Prepare and review annual operating expense budget and set accrual levels
  • 40% Coordinates, facilitates and oversees the expenses of the 40 Act Funds, Collective Trusts and Separately Managed Accounts including the calculation of expense ratios, accrual analysis, allocation of invoices, review of monthly expenditures and profitability calculations
  • 10% Assist with expense-related auditor questions and provide support as necessary
  • 10% Research and assist in special projects as they arise
  • 25% Prepare and review board reports and assist in the review of Shareholder reports (quarterly, semi-annual and annual)
  • 5% Responsible for staffing decisions regarding selection, training, development and termination of employees. Will plan and determine staff reorganization necessary to accommodate fluctuations in work flow or staff absences
  • Bachelor's degree in Accounting, related business degree, or equivalent work experience
  • Minimum of six years of related financial modeling experience
  • Intermediate Microsoft Office Skills
  • Strong Knowledge of 1940 Act registered investment companies reporting requirements
  • Knowledge of investments, preferred
207

Fund Reporting Manager Resume Examples & Samples

  • Perform qualitative reviews of annual and semi-annual shareholder reports
  • Determine appropriate presentation and adherence to SEC, CFTC, OSC, U.S. and Canadian GAAP requirements, and Fidelity policies
  • Ensure all appropriate controls are being performed throughout the statement generation process to ensure shareholder reports are free of material misstatements
  • Review compliance with regulations and consistency amongst filings to ensure filings are free of material misstatements
  • Assist in the generation of certification materials for the Funds’ certifying officers to facilitate the CEO/CFO certification process
  • Provide subject matter expertise, guidance and solutions in the production of annual and semi-annual shareholder reports, research of technical matters, and/or process improvements
  • Perform documented review steps on the more complex quarterly and/or monthly portfolio listings to ensure accuracy of reporting and presentation in accordance with regulatory guidance and Fidelity standards
  • Perform a qualitative review of regulatory reports on Form N-1A and Form N-SAR
  • Work within centralized teams in a leadership capacity in support of the financial statement production process
  • Perform sensitivity analysis of U.S. and Canadian Funds for compliance with IFRS and Canadian GAAP requirements
  • In case of multiple fund of funds, perform look through of investment disclosures in underlying fund in accordance with IFRS and Canadian GAAP requirements, using Portfolio Listing web based application tool
  • Perform end to end testing and implementation of Proofplus web application, an auto typeset tool for production of regulatory documents
  • Provide mentoring and guidance to new hires
  • Perform complex Excel based financial reporting for Fidelity-specific products
  • On an ad-hoc basis, design complex excel based templates for disclosure in the financial statements
  • Demonstrated Expertise (“DE”) performing sensitivity analysis for foreign currency risk exposure according to Canadian GAAP requirements
  • DE in mutual fund analysis and regulatory reporting preparation and review for equity, fixed income, money market, and exotic funds (REITs, credit default swaps, written options, derivatives, in-kind transactions) for compliance with SEC, CFTC, OSC, and U.S. and Canadian GAAP requirements
  • DE converting and reviewing mutual fund general ledger data into financial statements and reports in compliance with SEC Regulations, using Sungard/InvestOne
  • DE in Form N-SAR and Form N-1A reporting to the SEC using FUND Suite, and Form N-MFP and web holdings reports using Unity
208

Data & Reporting Manager Resume Examples & Samples

  • Bachelor’s degree in Computer Science, Information Systems, Applied Math, Economics, Statistics, or other related field
  • Several years of work experience involving quantitative data analysis and complex problem solving
  • Previous experience with computer hardware and software applications and programs, web tools, networks, shared drives, viruses and troubleshooting
  • Demonstrated team building skills, analytical and problem solving skills, effective communication and presentation skills,
  • Experience with Excel (pivot tables), PowerPoint, Adobe, Word, graphics, survey tools and other software expertise
  • Demonstrated ability to work independently and use initiative
  • Must be detailed oriented and have the ability to manage multiple priorities and prioritize in a fast-paced environment
  • Master’s degree in business/data analytics, or MBA with data analytics concentration preferred, or enrollment pursing a graduate degree in a relevant field
  • Data collection management and visualization tools, including Qualtrics, Tableau, DOMO, Power BI, Excel, Google Analytics, R, Python and related tools preferred
  • Experience with CRM tools, such as Salesforce, and Symplicity, preferred
209

National Reporting Manager Resume Examples & Samples

  • Uses business intelligence tools to perform data-mining, provides statistics and analyzes data to identify trends to assist with isolating areas of opportunities for business growth and performance improvements
  • Collects data from various sources including staff and management level, creates and revises reports, and provides accurate and timely information to management
  • Uses analytical skills to make reporting more efficient and valuable. Incorporates error detection and prevention formulas in reporting. Assists in and develops automation reporting
  • Performs statistical analysis and specific projects to assist managers and senior management
  • Evaluates existing reports to ensure the most efficient methodology is employed and/or provides recommendations to increase productivity
  • Manages the reporting processes, abilities, and schedules of the Regional Reporting Analysts and Marketing Analysts
  • Creates and maintains yearly yield management occupancy budgets, bi-monthly pipeline forecasts reports, occupancy and revenue reports for each property, and occupancy flash in Excel format
  • Develops staff to improve business acumen, leadership skills, encourages creative thinking to enhance reporting
  • Analyses individual sites performance per month and year broken down by each marketing program
  • Processes and formats monthly financials as needed
  • Analyzes measurable statistics compared to budget and year over year activity in Excel format
  • Assists management and executive leadership with various reporting needs as requested
  • Provides daily and weekly yield management, sales, and marketing reporting
  • Completes all required company trainings and compliance courses as assigned
  • Adheres to company standards and maintains compliance with all policies and procedures
  • A minimum two (2) years of experience in the accounting and/or finance field required
  • A minimum three (3) years of supervisory experience required
  • Able to perform a variety of duties, often changing from one task to another of a different nature, with impending deadlines and/or established timeframes
  • Advanced math skills
210

Project Controls Specialist Iv-project Reporting Manager Resume Examples & Samples

  • Take responsibility for ensuring project compliance with Prime Contract
  • Identify and ensure the systems implemented will comply with Fluor policies and procedures and once properly established will provide adequate control at each integration point
  • Serve as technical resource regarding project structure setup within oSAP so that it aligns with the established reporting requirements and standard reports in place
  • Assist with oSAP project conversion to ensure a seamless transition from the current cost system and assist with training of site based personnel where required
  • Work closely with the Project Controls Business Line Lead for evaluation of
  • Assist with research and correction of project reporting issues
  • A strong business acumen is essential
  • Organization and time management is key in handling multiple tasks at the same time, while meeting deliverables for established deadlines
  • Initiative and follow-through, with low to moderate supervision, is critical
  • Ability to write reports, business correspondence, and procedure manuals in a clear
211

Clinical Reporting Manager Resume Examples & Samples

  • Maintains current knowledge of NHSN definitions and public reporting requirements
  • Masters technical aspects of NHSN and maintains current knowledge of changes to system functionality
  • Manages training, education, and evaluates ongoing competency of NHSN system administrators
  • Evaluates publically reported data for trends and opportunities for improvement
  • Manages communication with facility managers, directors, and leadership teams on NHSN deadlines, HCA policy deadlines, and clinical performance of publically reported data
  • Prepares, evaluates and compares publically reported data and outcomes with benchmark performance to identify outliers and opportunities
  • Monitors and reviews publically reported data for accuracy, completeness, and timeliness
  • Manages preparation of materials and technology solutions to create and submit patient templates for CMS validation audits by deadlines
  • Manages and guides local system administrators with resolving of issues related to public reporting
  • Maintains current knowledge of emerging clinical technologies and evidence within area of expertise
  • Maintains current knowledge of technology solutions and their functionality that are utilized by HCA facilities
  • Educates ICPs and others on the functionality of technology solutions used by HCA facilities
  • Develops standard reports for technology solutions used by HCA facilities
  • Manages aggregation and reporting of infection data using technology solution
  • Manages utilization of technology solution used in HCA facilities to ensure functionality is used effectively
  • Designs tools and assembles toolkits to support strategies and tactics for the clinical program that are evidence-based and comply with regulatory requirements
  • Applies performance improvement principles to work products
  • Promotes effective workflow of IPs to maximize prevention efforts and minimize data collection and reporting
  • Develops and maintains toolkits and other communications, related to reporting, for HCA’s Atlas website
  • Guides the preparation and implementation of facility policy and procedures as needed
  • Contributes to team workgroup activities, including subject matter advisory boards
  • Performs other duties as assigned by Supervisor
  • BS required, advanced degree preferred
  • Five years experience with a minimum of 3 or more years combined applied experience in Medical, Healthcare or Hospital Environment
212

Reporting Manager Resume Examples & Samples

  • The Reporting Manager will play a key role in the project and will be required to work very closely with the Project Director, Project Controls Manager and the other teams on the project
  • Engage with internal stakeholders to collect data to develop weekly and monthly progress reports
  • Engage with external stakeholders to review report submissions (to PMCS) and lead the continuous improvement process
  • Edit (rewrite) report submissions into professional (and accurate) English
  • Rework KPI data into most-appropriate formats (and champion continuous improvement of KPI representation)
  • Compilation and transformation of complex subject matter into easy-to-understand information for specific audiences
  • Verification of data in report submissions
  • BSc, BEng or B.A. degree from Accredited University
  • Minimum 10 years’ experience in the field of Technical Writing, i.e. Monthly Progress reports, Proposals etc
  • Excellent English writing skills (native speaker level)
  • Should have gained previous experience in the Engineering/Construction industry as Reporting Manager, Proposal Manager or Sr. Technical Writer/Editor
  • Self-driven, motivated and outgoing personality, needs to be confident to liaise with internal and external stakeholders on a daily basis
213

Group Tax Reporting Manager Resume Examples & Samples

  • You will be a graduate with ACA / CTA (or equivalent) training and a minimum of five years PQE
  • You should have strong technical and practical knowledge of UK taxes and experience of tax reporting under IFRS
  • Experience of international tax regimes is also beneficial
214

Readiness Reporting Manager Resume Examples & Samples

  • Analyze cost tracking data, trending charts and daily computer generated reports. Many monitor progress of division to ensure Division Manager's goals relating to planning, scheduling and work control are being met
  • Attend Projects Integration and general staff meetings. Review reports and data compiled and presented by staff members. Present to customer and management
  • May monitor site activation including budget production and project administration. Duties encompass producing long range plans, capital equipment budgets, and facility cost projections and completion administration
  • Provide technical and administrative direction to technicians, engineers, inspectors, contractors and others in the maintenance, repair, remanufacture, troubleshooting, and operation of all utility systems on a continuing or real time basis
215

Project Portfolio & Reporting Manager, VP Resume Examples & Samples

  • A BA/BS degree from a 4-year college
  • Requires 4+ years direct experience managing projects, producing project and/or portfolio reporting, and development, implementation and maintenance of departmental procedures and reporting
  • Experience leading and managing projects from start to finish, including specific experience in risks and issues management and working under tight timelines
  • An understanding of project management methodologies and practices required
  • Logical and critical thinker with ability to design new processes, KPIs and reporting
  • Banking experience and knowledge of Finance processes highly desireable
  • Ability to effectively manage multiple assignments with ease
  • Experience using and setting up SharePoint a plus
  • Big 4 experience in audit or consulting a plus, but not required
216

General Ledger Reporting Manager Resume Examples & Samples

  • Ensure the financial reporting processes are compliant with the group core model and with local rules,
  • Prepare the financial statement for local/legal requirements (e.g. pension trustees, etc),
  • Review the closing process KPIs with the General Ledger & reporting Manager, and implement action plans to improve the efficiency of the closing process and other GL activities,
  • Ensure that the monthly reporting (AR1, AR2 and AR3) and bi-annual consolidation packages are reviewed and validated by the General Ledger & Reporting Manager before submission,
  • Support CBUs in the forecasting process (cash, taxes etc) as well as in reporting financial forecast to the Group (budget, rolling forecast, etc),
  • Support audits (internal as well as external audits)
  • Higher professional education (Finance & Accoutning, Financial Audit, Banking or similar),
  • ACCA certificate will be an additional asset,
  • English language skills enabling effortless and fluent business communication,
  • Well-developed communication skills, associating and linking facts and ideas, working under time pressure,
217

Senior Reporting Manager Resume Examples & Samples

  • Develop & agree a functional Reporting, Analytics and Planning strategy & project portfolio for the business in order to meet the business objectives
  • Build consensus & awareness on IT portfolio within the organization
  • Is aware of external influences that will deliver significant change in business performance (revenue up/cost downs) and is able to engage with the functions to propose IT solutions on each
  • Drive Business Analytics & innovation capabilities in DSM in close collaboration with DSM IT Shared Services Organization, Universities, start-ups or other external parties
  • Act as point of contact, partner, advisor & guide for the Senior Business Partner with regard to reporting, analytics and planning
  • Represent the business for decision making in GIS procedural bodies
  • Execute agreed investment budget plans in accordance with internal procedures
  • Provide contacts & orientation on business organization & people to DSM IT Shared Services Organization (in charge of building Reporting solutions)
  • Liaise with other Business Partners whenever necessary to develop integrated plan for Reporting, analytics and planning solutions
218

PLC Finance Reporting Manager Resume Examples & Samples

  • Drive accurate reporting from business units through continuous review and challenge
  • Ensure reporting is consistent across business units and compliant with PLC accounting policies and definitions
  • Process owner for consolidation of all management, statutory (IFRS) and planning cycles
  • Interim and year end reporting (disclosure packs, notes, document reviews)
  • Deliver standardised reporting of global brands for PLC
  • Build strong relationships with business unit contacts to deliver robust and accurate performance reporting
  • Ensure technical knowledge is up to date and lead the adoption of new accounting standards such as IFRS 15 and 16
  • Assist in the mentoring and development of graduates within the PLC Financial Control team
  • Degree Level education
  • Professional Accountancy Qualifications (part-qualified or newly qualified) (CIMA / ACA / ACCA)
219

Performance Reporting Manager Resume Examples & Samples

  • MBA or Master’s degree in Statistics, Applied Mathematics or related field, preferred
  • Six Sigma black belt certification, a plus
  • Excellent communication and presentation skills (verbal and written)
  • Client relationship management: Must be highly credible in front of senior executive-level client personnel. Represents ideas effectively with strong persuading and influencing skills, and powerfully communicates the value of our successes
  • Flexibility: We need to understand regional/cultural/contextual differences and allow for local expression without compromising global coherence
  • Advanced user of Microsoft Office 2010 or later (Excel, Word, PowerPoint)
  • MiniTab, Sigma Excel, JMP, Access, SAS and other statistical toolsets, SQL and Query Skills, a plus
220

General Ledger Reporting Manager With Bularian Resume Examples & Samples

  • Manage General Accounting activities for assigned CBUs to ensure the management accounts in line with the Group rules and the statutory accounts in line with local rules,
  • Deliver the management and statutory accounts of the assigned CBUs on time,
  • Plan, animate and monitor all financial reporting activities,
  • Ensure the application of reporting instructions circulated by the Group consolidation team,
  • Perform integrity checks of interfaces fuelling the accounting system and follow up resolution of issues,
  • Contribute to lead finance projects / improvement projects,
  • Guarantee an effective internal control system in the accounting, closing and reporting process,
  • Minimum 5 years of experience in a similar position in a production company or experience in audit in a consulting company,
  • Practical knowledge in statutory and group reporting,
  • English language skills enabling effortless and fluent business communication and knowledge of language like Bulgarian/Hungarian/Czech/Romanian
  • Well-developed analytical skills,
  • Workplace initiative and focus on the outcome
221

RtR Reporting Manager, Asia Resume Examples & Samples

  • Lead/Participate the monthly financial statements/GRT/TaxStream/other reviews of in scope entities with respective level of controllership; Improve the accounting compliance and general accounting/reporting standardization, including but not limited to
  • Undergraduate degree in accounting or finance from college/university with good reputation
  • Fluent English communication and written skills, esp. in financial aspect
  • At least six years' of working experience in financial/accounting aspects
  • Financial/Accounting Certificate that is widely accepted in Asia is a plus
  • People Manager Experience is a plus
222

Technology Incident Reporting Manager Resume Examples & Samples

  • 10+ years’ of experience in areas such as IT Services
  • Experience in Service Delivery, Problem Management, or Incident Management in an ITIL/CMDB environment is required
  • Cross Platform Knowledge to implement programs
  • Experience working on US Bank companies
  • Business leadership, coaching and mentoring skills
223

Statutory Reporting Manager Resume Examples & Samples

  • Prepare and own key financial disclosures in the Direct Line Group’s UK published Annual Report and Accounts and bi-annual Company Announcements, ensuring effective and timely delivery of relevant and accurate consolidated financial information
  • Ensure that the quarterly (Q1 & Q3) review and challenge of core data disclosures and supplementary data collection for inclusion in quarterly interim management statements are accurate and delivered in a timely manner
  • Review and report the monthly income statement and balance sheet, including preparation and presentation of Direct Line Group reports to senior management. These reports include the condensed interim management statements and supporting documentation as well as reconciliations between RBS Group (Insurance division) and Direct Line Group monthly results announcements
  • Develop and manage appropriate processes and controls to ensure all key messages communicated are based on accurate financial data
  • Manage the preparation of ad hoc data analyses following requests from senior management including Group Finance Director and Investor Relations
  • Build key relationships within Direct Line Group Finance by holding quarterly briefing updates and spotlight sessions to enable clear and consistent reporting of external reporting disclosures ensuring that information is interpreted from a business perspective and communicated effectively to internal and external stakeholders
  • Provide financial reporting instructions and expert guidance on data and disclosure requirements to the consolidation team
  • Qualified accountant with relevant post qualification experience (ACA, ACCA, CIMA)
  • Understanding of group financial reporting environment preferably within the Insurance sector
  • Acts quickly to resolve reporting disclosure problems and issues, in order to deliver best practice reporting
  • Tailors content of communication within Direct Line Group finance to meet the needs, interests and experience of the audience
  • Responsibility for coaching people to drive performance improvements within the review and challenge team
  • Thinks through the direct implications of consolidated accounts and financial reporting problems and issues and proposes suitable recommendations
  • Exposure to & understanding of and appetite to explore International Accounting Standard
  • A competitive salary, benchmarked against our competitors, which will grow as you do
  • Private medical insurance (anyone can choose this through our flexible benefits scheme, and managers receive this as standard)
  • Retail card, with discounts at big name retailers
224

Reporting Manager Resume Examples & Samples

  • Bachelor's Degree, Advanced Degree or professional certification (active or inactive) preferred
  • 10 years of reporting or data analysis experience
  • Strong accuracy and attention to detail
  • Demonstrated ability to interface effectively with various levels of management
  • Ability to develop and maintain close working relationships with business units
  • Accountable for and able to manage time effectively and work under minimal supervision both individually and as part of a team
  • Willingness to obtain and maintain professional designations
  • Ability to plan, analyze, and coordinate effectively
  • Ability to influence change
  • Demonstrated proficiency in MSWord, Excel, Access, Visio, Lotus Notes and US Bank systems
225

Financial Entity Reporting Manager Resume Examples & Samples

  • Business partner point of contact for other corporate functions (e.g. Treasury / GBS / Tax )
  • Liaison with Corporate accounting and consolidations team
  • Track CFS headcount and related statistical data reports
  • Drive on demand requests ensuring data accuracy and coordinating the different regions
  • Coordinate CFS global operational reports & metrics that facilitate process improvement and efficiencies
  • Bachelor's Degree in Finance, Accounting and/or Business Administration with concentration on accounting
  • At least 5 years of relevant experience in Finance and accounting working with international teams, focus on processes and proven leadership expertise
  • Budget control and reporting
  • Financial Reporting & Analysis
  • US GAAP Accounting
  • Strong focus on process improvements & internal controls
  • HFM knowledge (Enterprise/HFM)
  • ERP (SAP) systems knowledge
  • Excellent communication skills and customer-focused approach
  • Ability to lead, motivate and drive a team
226

Program & Reporting Manager Resume Examples & Samples

  • Lead Monthly Business Review (MBR) process including content creation, meeting facilitation and follow up
  • Identify and implement improvements to MBR process, data, and insights
  • Manage executive reporting including gathering and communicating business requirements, compiling and analyzing operations performance data, summarizing insights and creating and distributing the final deliverable
  • Track progress of key performance indicators (KPIs) and business objectives
  • Drive accountability
  • Lead the business planning and long-range planning (LRP) process - ensuring alignment between initiatives and budget
  • Drive Net Promoter Score (NPS) strategy and projects across Optum Technology
  • Position manages a process, no direct reports
  • 5+ years of project management and analytics / reporting experience
  • Experience with objective setting and measuring performance against goals / objectives
  • Experience with setting and driving resources to a timeline
  • Experience working with SharePoint, Excel, Word and PowerPoint (advanced - expert level) skills
  • Technology and / or healthcare experience
227

SSO Senior Reporting Manager Resume Examples & Samples

  • Develop organization from good to great
  • Develop a highly motivated global team with diverse background in culture, language and skills
  • Lead resources and prioritize business demand
  • Contribute to DSM wide reporting strategy and solutions including Information Technology landscape, competency, governance and organization
  • Drive Business Analytics & innovation capabilities in DSM in close collaboration with Support functions or Universities or start-ups and/or DSM captive center to support performance culture
  • Ensure technical infrastructure is up to date, performing and sustainable in the long term
  • Provide standard reporting, information or dashboard solutions to support global DSM. management needs, decision support and performance management including operational excellence
  • Work closely with MDM leaders to ensure proper reference of Transaction and Analytical master data
  • At DSM’s Group Information Solutions (GiS), our vision is to provide a wide range of Desirable, Reliable, Efficientand Cost EffectiveDigital Solutions. We develop people who are passionate about delivering World Class servicesand solutions so DSM can fully realize its ambitions in business and in society
228

Internal Reporting Manager Resume Examples & Samples

  • Direct communication and liaison with key contacts at each division and all corporate departments
  • Consolidate results for monthly flash write-ups and issuance of flash report
  • Generation and review of monthly financial statements including P&L, Balance Sheet and Cash Flow along with preparing supporting schedules
  • Prepare and post elimination and topside journal entries
  • Resolution of all divisional questions/issues
  • Create and issue the quarterly reporting package instructions
  • Update quarterly reporting packages (including HFM retrieve validations)
  • Meet with Tax, External Reporting, Treasury and the external auditors regarding package requirements and quarterly deliverable dates
  • Creation of the quarterly and year-end deliverables calendar (internal reporting calendar)
  • Document key quarter end issues for Management (topside entries, quarterly package changes, etc.)
  • Review and validate businesses quarterly package schedules and balance sheet fluctuation submission
  • Assist External Reporting Group with preparation of SEC filings
  • Addressing/resolving ad hoc business unit questions/issues
  • Ad hoc management reporting/management presentations
  • Special project work
  • Integrating and accounting for all major company transactions (company realignments, entity/account structure modifications, acquisitions, sale of businesses, discontinued operations, FIN46 and integrations)
  • Assist with chart of accounts maintenance
  • Documentation and testing of controls in relation to SOX 404
  • Bachelor’s in Accounting/Finance with 5+ years experience (consolidations experience is a plus)
  • CPA preferred, or actively pursuing
  • Preferred experience working with Hyperion Reporting System
  • Proficient in Microsoft Office (Word, Excel, Outlook and Power Point)
  • Solid understanding of financial reporting concepts and US GAAP
  • Strong problem solving and organizational skills
229

Senior Reporting Manager Resume Examples & Samples

  • Supports the risk management program for all Salesforce security by designing, building and executing Security risk management reporting, awareness, presentations and other communications
  • Supports across the Security GRC program by designing, building and executing GRC reporting, awareness, presentations and other communications
  • Supports the on-boarding, initial risk assessment and integration of acquisitions in conjunction with security mergers and acquisitions team
  • Coordinates with other teams and departments, including ERM, involved in security risk management to ensure information is obtained and shared in optimal agreed upon formats, channels and cadences
  • Responsible for developing, gaining approval for, and maintaining security risk management reporting for all Salesforce entities
  • Responsible for assuring process effectiveness measurement and optimization
  • Supports the performance of Tier 1 (enterprise), Tier 2 and Tier 3 security risk assessments
  • Supports risk management training and awareness for members of the Security organization
  • Populates tools and prepares reports and presentations on the state of security risks and the risk program
  • Reports on changes in threats, impacts and control effectiveness to ensure risks stay within tolerance and takes action when they aren't
  • Supports risk experts within organizations outside of Security to ensure required actions are communicated to the correct owners and are being worked as agreed as well as creating and maintaining an information channel from the business to Security
  • Requires relevant BA/BS degree
  • Knowledge and experience in risk management, security domain preferred
  • Ability to organize and present information tailored to the audience
  • Demonstrated expertise with Google sheets, docs and slides slides, or Quip or Microsoft equivalents; ability to utilize internal tools (GUS, WAVE); familiarity with GRC tools (Metricstream, Archer, Open Pages) a plus
  • Ability to work effectively with a wide range of individuals including developers, systems administrators, executives, customers, etc
  • Detail oriented with an eye for quality
230

Member Services Reporting Manager Resume Examples & Samples

  • Leverage the department’s Business Intelligence and Reporting tools to design and create new custom reporting for enhanced decision analysis to end users at any level of the organization
  • Direct the development and implementation of all call center reporting needs to ensure goal achievement and identify areas for improvement
  • Prepare timely and accurate reports, variance analysis and commentary as part of the regular operational reporting process
  • Provide oversight and direction in additional reporting capabilities and needs
  • Work with Operations team to ensure consistency and accuracy of reporting demands at all levels of the contact center
  • Effectively manage a team of 2+ Reporting Analysts
  • Expert/advanced excel and access reporting skills
  • 3-5 years’ experience in a contact center, preferably in a high volume agent recruiting environment
  • 3-5 years’ experience with contact center systems (Outlook, Sharepoint, Cisco, Calabrio, inContact etc.)
  • 2-3 years in a leadership capacity/role
231

Reporting Manager Resume Examples & Samples

  • Expert level Excel skills
  • Experience in corporate development (i.e. acquisitions within a public company)
  • GAAP knowledge, CPA preferred
  • Experience working in a public company
  • Experience in an IT and technology environment
  • Experience gathering requirements and leading system integrations
  • Great Plains, Salesforce and OpenAir experience a plus
232

Forecasting & Reporting Manager Resume Examples & Samples

  • To prepare weekly financial forecasts to division
  • To prepare and consolidate monthly forecasts including bottoms up cost refresh and headcount forecast
  • To consolidate and draft MBR / QBR deck
  • Ownership of site S&OP process, including all forecast models behind the data
  • Co-ordination of resource modelling and other metrics with BP’s and Global S&OP team
  • To be responsible for building further relationships with customer teams globally, to leverage other information which may exist in terms of customer pipeline / forecasts
  • Responsible for working with SF.com team and client services group globally to ensure data adherence in systems
  • Ownership and development of financial forecast models including storage, distribution and packaging
  • Development, with BP support for customer profitability models and ownership of resulting tools
  • Liaise with S&OP and BP teams to identify data and requirements to support revenue forecasting models globally
  • To undertake ad hoc duties as directed and agreed with the Head of FP&A
  • Professional Accountancy Qualification (ACCA / CIMA preferred)
  • Proven experience of working in a commercial or Analytical environment supporting and influencing all levels of an organization
  • Ability to work both independently and in a group setting with little direction
  • Experience developing financial / business models
  • Advanced Excel Skills required
  • Good time management, ability to meet tight deadlines and to work under pressure
  • Excellent verbal and written communication, experience presenting to management
  • Flexibility to work as required at busy times
233

Finance Reporting Manager Resume Examples & Samples

  • Lead the Monthly and Quarterly close process by tracking all month end closing activities through SAP and Reporting same using OPAL, FIT and HFM reporting tool
  • Ownership and effective coordination of Shared Services team handling the GL interfaces with OPAL/COPA Reporting Interface tools and Monthly FICO (Financial Accounting/Controlling) reconciliations
  • Provide accurate and timely financial information in HFM Reporting application in line with group reporting deadlines on a monthly basis including detailed Trial balance reviews covering all areas of revenue, cost of sales, expenses and Fixed Assets, restructuring cost, taxes and other BOI costs
  • Supervises the Process of monthly Financial Reporting through shared services support partners using the Hyperion Financial Intelligence Tool (FIT), Hyperion Financial Management tool (HFM) and monthly reconciliations of the numbers reported in HFM to SAP
  • Perform key balance sheet reconciliation tasks on Blackline tool and SAP ERP Software on a monthly basis
  • Coordinate all intercompany processes such as billings, payments, resolution of IC related issues and Reconciliation of all Intercompany accounts with all trading partners on a monthly basis
  • Coordinate and manage the preparation and timely submission of monthly and quarterly Flash & Actual reporting to the region/group for global consolidation
  • Preparation of year end accounts in line with US GAAP and liaising with external and group auditors as required
  • Liaise with E & Y Tax team to compile and present quarterly tax reporting schedule on Global Access Model (GAM) and reconciliation in US GAAP books (HFM Reporting tool)
  • Coaching, training and mentoring of all RTR shared services support staff in remote locations and acting as the first point of contact to resolve all escalated critical reporting issues beyond the capabilities of the remote shared services support partners
  • Act as the RTR SME on ground to resolve all escalated intercompany and US GAAP reporting issues and follow up with other local stakeholders within the business until issues noted are resolved
  • Maintain good working relationship with regional and corporate controlling teams
  • University degree in Finance or related field
  • Professional accounting qualification (CFA, ACCA, ACA) is mandatory
  • Proficiency in Microsoft office suite and sound financial accounting knowledge
  • Sound working knowledge of SAP and proficiency in HFM, OPAL & FIT
  • Minimum of 8 years’ experience, 2 years of which must be in middle/senior level working on US GAAP reporting and shared services support partners
  • FMCG experience is desirable
234

Actuarial Reporting Manager Resume Examples & Samples

  • To manage the Solvency II reporting processes to provide timely and accurate results for presentation to Capital Management Group, RCSC and Risk Committee, covering
  • Internal Model balance sheet
  • Transitional Measures on Technical Provisions (including ICA calculations)
  • Capital forecasts
  • Analyses of change
  • Profit & Loss Attribution
  • Stress & Scenario analyses
  • Standard Formula results
  • To manage the actuarial elements of Pillar III reporting, including quarterly QRT's, annual QRT's, the SFCR and RSR, working closely with the wider business
  • To manage and report regularly on the Economic Capital position
  • Work with the Risk team on production of the ORSA
  • Play a key role in the USGAAP and UKGAAP reporting processes to provide timely and accurate results and analyses
  • Play a key role in assessing and implementing regulatory developments, in implementing changes in the risk profile e.g. reinsurance and in developing processes within the team
  • Liaise with the Line 2 validation team, Internal Audit and external auditors as required
  • Use balance sheet results to provide insight into the performance of the business, recommending business action as appropriate
  • Provide line management for actuarial students within the Results & Analysis team
  • Ensure the continued protection of Unum's information, by following all applicable Information Security policies and procedures and by reporting suspected weaknesses in information security controls to the Information Security Officer
  • Ensure Treating Customers Fairly (TCF) & Risk Management is fully understood and embedded throughout your team / department / company and that Risk & TCF implications are considered in promoting a culture that supports company activities
  • Makes Effective Decisions
  • Strong Influencing Skills
  • Newly qualified actuary (up to 5 years pqe)
  • Previous experience in life insurance valuation reporting or Solvency II
  • Ability to keep abreast of Solvency II advances, including having a strong base of financial economic knowledge, and statistical skills
  • Knowledge of using and coding in MoSes a benefit for results investigation
  • Knowledge of databases, particularly SQL a benefit
  • Highly numerate with good IT skills
  • Good communication and interpersonal skills, with the ability to liaise with and lead teams, ensuring excellent levels of verbal and written communication at all times
  • Motivated, enthusiastic and enquiring
  • The ability to work under pressure, managing own time to meet tight deadlines and managing competing and conflicting demands within your workload
  • Able to manage a number of actuarial trainees, and provide on the job and career coaching
  • Newly qualified actuary
  • Previous experience in life insurance valuation reporting
  • Will have high levels of accuracy and attention to detail and figures
  • Will have a logical approach to work methods and the ability to work to strict deadlines
  • Will be IT literate with experience in using packages including Word and Excel and be willing to learn further skills, including programming languages
235

Reporting Manager Resume Examples & Samples

  • Designing / developing, programming, maintaining and publishing operational reports
  • Manages and is accountable for professional employees and / or supervisors a team of developers, report analysts and business analyst
  • Plays a lead role in managing the team to business partner’s priorities and expectations
  • Communicates with business partners on a regular basis to determine scopes and priorities of current and upcoming projects
  • Partners with several colleagues to determine best practices in leadership and mentorship of team members
  • Undergraduate degree or equivalent experience
  • 3 years management experience with a data / reporting team
  • Prior experience managing / moving data
  • Prior experience with data visualization
  • Experience in data mapping / etl / SQL server
  • Experience in data visualization software (Tableau)
  • Prior telecommuter (work from home office)
  • 5 years healthcare experience
236

Operational Reporting Manager Resume Examples & Samples

  • 5 to 7 years plus the education listed below
  • Solid understanding of P&L's and financial analysis to be able to review reports for accuracy
  • Strong time Management, organizational, training, and communication skills
  • Detail oriented with an Acuity Business System mindset
  • Advanced Hyperion and Excel skills. Data reporting efficiency (macros and SQL). Ability to use Microsoft Word, Access and PowerPoint in addition to learning new software as needed
237

Field Reporting Manager CH / AT Resume Examples & Samples

  • Consultation, Facilitation and Execution and implementation of changes to reports with data from InterAct field reporting system in cluster (CH/AT)
  • Strategic setup and planning, managing and measuring of field-based KPI, individual or account based
  • First point of contact (POC) for field users for any questions related to internal setup and usage as well as for internal stakeholders (BUDs, Brand Leads, Medicals, Access, etc.)
  • Responsible for compliance reports and POC for compliance/audits with regard to field reports
  • Clarification of the needs and targets from the internal stakeholders
  • Close collaboration with European/worldwide InterAct support and Infocenter as well as to BI &A team in CH/AT and EMAC
  • Collaboration with EMAC colleagues and other similar positions in other markets
  • Leading process of changes to setup
  • Sales data planning and budgeting for Sales Force bonus plan in Switzerland
  • Help with building of incentive plans and calculation for the field force in collaboration with the Business Unit Directors in Switzerland
  • Implementation of international projects in CH/AT
  • Contact Person for the European Field Operations Team and Analytics and Forecasting
  • Work in collaboration with training to support implementation and change management of new strategies in planning & execution (cluster)
  • Management of all analyses tools and creation of reports
  • Supporting Business Units needs such as creating account planning-, customer profiling tools
  • Managing ad hoc requests from internal stakeholders
  • Help with budget cost planning for BOP related cost centers and expense management during the year
  • Bachelor or Master Degree in economic or related field is required
  • Minimum 1 year of experience working in Pharma with a marketing oriented department
  • Experience in analyzing and interpreting complex problems/data gathered from a variety
  • Passion: We pursue excellence to help patients prevail. I set high standards for myself
238

Fund Reporting Manager Resume Examples & Samples

  • Your proficiency in computer skills including Microsoft Office applications and spreadsheet software
  • Your strong analytical skills and attention to detail
  • Your ability to work under pressure to meet deadlines
  • Your strong verbal and written communication skills
239

Ccar Regulatory Capital Reporting Manager Resume Examples & Samples

  • Oversee and manage the reporting processes and internal controls related to the monthly and quarterly submissions of the CCAR reports FR Y-14M and FR Y-14Q
  • Identify, investigate, and communicate inconsistencies and deficiencies to the attention of management in a timely manner
  • Develop and maintain processes to update desktop procedural documentation on an on-going basis
  • Ensure that the documentation and reporting policies & procedures are in accordance with Regulatory Principles and GAAP
  • Effectively communicate with specific areas of the Company to provide support to Regulatory Capital Reporting objectives
  • Analyze information collected from various sources to ensure completeness and accuracy in compliance with regulatory requirements
  • Research and appropriately incorporate changes (i.e., new products or transactions) into the regulatory reporting
  • Ensure the Regulatory Capital Reporting department is in full compliance with all internal and external policies and requirements
  • At least 10 years of previously regulatory reporting, public accounting, internal control, or CCAR experience is required
  • Must have a Bachelor’s Degree in Accounting, Business Management /Finance, and an advanced degree is preferred
  • Excellent analytical and problem- solving skills are required
  • Advanced skills with Microsoft Office (Outlook, Word, Excel & PowerPoint) are required
  • Must be adaptable to operate in a fast paced and changing environment
240

Know Your Client Remediation Management Information Reporting Manager Resume Examples & Samples

  • Extracting, collating and reporting on case scope by risk rating, location and remediating workstream as well as helping to drive strategy on optimum allocation approaches and priorities, leveraging client management systems of record
  • Carrying out required impact assessments and making adjustments to the data scope of cases to remediate as well as the mix between workstreams and approach
  • Working with data management and client master system teams, defining requirements, developing extracts of case detail for pipeline scope, cleansing and mapping data as required
  • Driving and influencing the detailed bottom-up reports of case remediation progress (aggregated to MI designs) which will be provided regularly to Senior Management (up to Board level), Divisional and Regional management plus to Central Program teams for inclusion in briefing packs for Regulator updates. Driving delivery of these reports on time, to a high degree of accuracy as well as steering process enhancements and technical solutions to help improve capability to provide MI in line with requirements
  • Leading the definition of an allocation approach in order to prioritise case volume based on entity type, risk rating, workstream capabilities and providing operations with case detail to begin remediation
  • Leading the remediation reporting team, working with Deutsche Bank Operations and vendors in order to manage and improve the dataflow through to daily provision of case status
  • Creating global and divisional, weekly, monthly and ad-hoc management reports, influencing design and approach and ensuring appropriate check-steps are in place for Quality Assurance (QA) and audit trail
  • Representing the remediation project in interactions with supporting and / or dependant Mercury workstreams to leverage latest progress and provide visibility outwards
  • Providing strategic planning input to the to-be organisation model, post-remediation, to ensure optimum design for data, pipeline management and reporting
  • Strong leadership skills, able to positively influence others in order to achieve results and communicate in an effective and timely manner
  • Ability to plan and organise in a highly reactive environment: determines strategies, sets goals and priorities, creates and implements actions plans, develops and monitors progress to schedules
  • Very strong analytical capability to assess problems, identify causes, generate possible solutions and make recommendations / create resolutions
  • Very strong data management and manipulation capability, at ease with highly complex Excel datasets and Access databases
  • Comfortable in reactive, urgent situations but able to implement systemic interventions to drive towards planned and pro-active future state
  • Ability to assess situations, urgency and risks
  • Demonstrates a team player mentality with the ability to work co-operatively and effectively with others to set goals, resolve problems and make decisions
  • Previous experience working in an international virtual team within a matrixed organisation
241

Reporting Manager Resume Examples & Samples

  • Minimum five (5) years of experience as a Business Analyst with strong knowledge of building reports and dashboards required
  • Bachelor’s degree required, preferably in statistics, research, business or information systems. Masters preferred
  • Statistical and information system background preferred
  • Financial knowledge such as understanding of General Ledgers and Profit Loss Statements
  • Experience with Microsoft Office, Tableau, Aspect, Cisco and/or SAS preferred
  • Prior supervisory experience with the ability to coach, counsel and develop direct reports while driving for results of the entire team
  • Excellent written, verbal, and interpersonal skills with the ability to interact with people at all levels of the organization. Ability to organize thoughts and present information in an informative, relevant and concise manner to internal and external stakeholders
  • Must be able to uphold Choice’s Values & Performance Principles of collaboration, performance excellence, sense of urgency, openness to new ideas, inclusion & diversity, integrity, customer focus, respect and communication
242

Reporting Manager Resume Examples & Samples

  • ACCA, ACA, CIMA qualified
  • Solid experience in a corporate accounting or finance role, preferable in a large company and complex environment
  • Demonstrated success in financial modelling and analysis, advanced Excel & report writing skills
  • Experience with financial planning and analysis functions, including annual budget, capital budgeting, long-term strategic planning and resource allocation processes
243

ICG Processing & Reporting Manager Resume Examples & Samples

  • Good understanding of Investment Banking Products
  • Good financial accounting skills
  • Experience in a supervisory/management role
  • 8-10 years of relevant experience in financial controls, accounting
  • Evidence of strong control focus
  • Ability to interpret financial information
  • Ability to negotiate and strong people skills
  • Able to Ability to manage a medium/large size team and prioritize to meet deliverables effectively within a time pressured environment
  • Excellent system and analytical skills
  • Has to have excellent ability to pay attention to details and work under pressure
  • Able to “hit the ground running” with enthusiasm
  • Proven ability and experience of working within a dynamic team, both onshore and/or offshore
  • University / College degree in finance / accounting
  • Professional acocuntancy qualification preferred
244

Sales Controlling & Reporting Manager Resume Examples & Samples

  • Acting as Finance Business Partner for Sales and Supply Chain to co-operate and lead Topline Forecasting process
  • Manage Beyond Budget process which is Quarterly & Monthly rolling forecasts for 18/24 months & contribute & push others to deliver commitments supported with detailed financial analysis,
  • Key Finance responssible for S&OP process: Link between Business forecast and Rolling forecast
  • Developing management and reports including SKU, channel, customer performance analysis for Topline (till Gross Margin)
  • Support strategic channel invesment decisions based on qualified deep dive analysis based on customer and product mix performances
  • To be involved in strategic plan platform: Decision making processes regarding company growth, trade support and channel growth
  • Leading the implementation of improvements to SAP/BW system to optimize the trade support and costing budget follow-up optimizations
  • Minimum 8 years of Finance experience (Budgeting and Controlling experience in FMCG or Pharma sector and Audit company experience is an asset)
  • Strong Accounting, IFRS and forecasting knowledge
  • SAP and strong excel knowledge is important an asset
  • Ability to work with cross-functional teams
  • Good at peer management and team-up with own and other functions
  • Strong interpersonal , communication and colobration skills
  • Leadership and people management skills
  • Good at establishing links between business dynamics and its impact on financial scenarios
  • Ability to challange status quo and business results & interact with other functions
  • Curious and open to learn & share, energetic, self driven personality and system mindset
  • Having strong follow-up, planning skills and analytic mindset
  • Result driven, able to deliver high quality results with minimum supervision
245

Client Reporting Manager Resume Examples & Samples

  • Oversee, thoroughly understand and ensure smooth execution of all RDS functions falling under the responsibility of your direct reports, who
  • Keen interest in investment products with 5+ years client service within financial services, particularly investment management or data visualization
  • Outstanding client service skills, maturity and judgment in dealing directly with clientele
  • Ability to manage change and business process improvement
  • Experience overseeing daily team functions and developing staff
  • Highly tuned analytical and problem solving skills with the ability to synthesize information, summarize issues and think outside the box
  • Sharp control/risk mitigation mentality with high attention to detail and ability to know when to escalate issues
  • Service provider oversight and/or regulatory reporting experience a plus
  • Exceptional written and verbal communication skills are essential
246

Group Capital Assessment & Reporting Manager Resume Examples & Samples

  • Drive the timely creation of group wide high quality templates for the production of the group ICAAP, CARP and ORSA capital assessments including, Pillar 2, Pillar 3, and Board reporting
  • Maintaining the ICAAP, CARP and ORSA Pillar 2 and Pillar 3 group templates in line with regulatory requirements and best practices
  • Managing the global working group (s) set up to at least annually review and assess operational risk scenarios, models and outputs, plus other areas of the capital assessment process
  • At least annually to review the ICAAP, CARP and ORSA frameworks with support from regional teams with the objective to ensure that at a minimum they are appropriate and compliant with the relevant regulatory requirements, but striving for best in class
  • Driving the Pillar 2 assessment and reporting process to more clearly and consistently link into the group’s strategy and the wider ERM framework, including appetite statements
  • Support the design, coordination and tracking of the group wide ICAAP/CARP/ORSA plan and ensuring prompt escalation of issues affecting delivery
  • Prepare and review supporting presentation, documentation and material for meetings
  • Support the successful implementation of the ERM system and to maximize where appropriate the capabilities of the capital reporting related functionality
  • Provide analysis and commentary on group risk-related regulatory capital and NAV reserves
  • Support the consideration and methodology behind the NAV reserves in place
  • Develop and maintain policies and processes for regulatory risk capital reporting, including the capital model(s)
  • Take ownership for use and maintenance of capital modelling tools and systems
  • Validate the quality and consistency of the data reported and oversight the data sourcing and analysis
  • Establish and maintain highly effective working relationships with all key internal stakeholders
  • Develop and maintain a strong external professional network to keep abreast of external developments (this includes attending Industry Forums and other events)
  • A CA/ACA or risk management qualification with at least 3 years post-qualification experience
  • Prior experience within the financial services industry is essential
  • ICAAP/CARP/ORSA work experience is essential
  • Understanding of risk management and capital regulations at the enterprise level
  • Understanding of Basel II and Basel III regulatory frameworks and a keen interest in regulatory developments
  • Excellent written and verbal communication skills including superior report writing
  • Strong organizational, analytical and interpretative skills with the ability to meet deadlines together with a high degree of personal initiative
  • Proven strong stakeholder management and communication skills
  • Excellent PC skills including sound working knowledge of reporting and data management software
  • Prior work experience in an international regulatory and operating environment
247

Group Internal Reporting Manager Resume Examples & Samples

  • Ownership of the Group’s monthly reporting process resulting in the delivery of key finance deliverables – Monthly Board Finance Report (“Greenbook”); Monthly Results Alert to Executive management (“Flash Report”); Quarterly Finance Directors Report (“Blue Book”) and Financial Summary reports (“Pink Books”)
  • Manage the Group financial consolidation processes which cover monthly accounting, annual budgets and the interim/annual external statutory financial statements
  • Ownership and development of the Group’s Reporting procedures manual (hard copy and virtual versions)
  • Primary source of current and prospective reporting mechanics guidance and advice to Group reporting units and divisional management on the use of Hyperion for reporting. Support the ongoing maintenance and continual development of a robust Group consolidation database (Hyperion)
  • Provide advice and financial analysis support to the Group Finance Director and Group Financial Controller in assessment of the Group’s financial performance and monthly results. Setting the content agenda, in liaison with the Group Financial Controller, for the Group Finance Director’s Executive Committee and Board presentations
  • Group Budget process management. Instrumental in the design and delivery of an effective process for collecting, consolidating and reviewing the Group’s Annual Budget submissions including provision of analysis and presentational materials for Senior Group management for the Group Budget review process. First port of call for Divisional Finance teams on process issues and mechanics around the Annual Budget cycle
  • Co-ordination of the Group’s monthly forecasting process, co-ordinating outputs for Executive Committee and Board presentations, providing guidance to Divisions and Reporting Units on mechanics and maintaining database integrity
  • Overall responsibility for the operation of UK central companies (excluding Group Services Limited and GKN (UK) plc) from a reporting, bookkeeping and financial control perspective including GRiP compliance
  • Key contributor to Group Financial Accounting and Reporting training at reporting unit, divisional and Group levels
  • Financial analysis supporting the evaluation, presentation and delivery of the Group’s monthly internal reporting and interim/annual external reporting
  • Primary responsibility for preparation of the Group’s statutory segmental reporting including interpretation of segmental performance on an external statutory basis
  • Financial reporting and accounting technical experience including a strong detailed working knowledge of IFRS
  • Practical experience of large and complex Group consolidations
  • Excellent analytical skills and an ability to assess and articulate financial performance
  • Strong initiative, self-motivation and a flexible working approach
  • Excellent interpersonal skills with a desire to succeed in a team environment
  • Highly IT literate: advanced knowledge of Microsoft Office applications
  • Very strong attention to detail; numerically precise
  • A recognised finance / accountancy / audit qualification
248

Capital Reporting Manager Resume Examples & Samples

  • University degree (minimum 2:1 or equivalent)
  • Qualified Accountant (ACA, ACCA, CIMA)
  • Exposure to cycle of capital activities & stress testing models
  • Understanding of FCA capital reporting rules
  • Understanding of EU wide and global regulatory capital rules
  • Understanding of liquidity and capital reporting
  • Strong capital management experience preferred but not essential (reporting & support process)
249

Performance & Reporting Manager Resume Examples & Samples

  • Experienced in strategic reporting and business intelligence tools and methods
  • Experience in high-governance environments in a management function
  • Working within a B2B environment within the customer engagement function building strong relationships
  • Leading teams performing activities including reporting, data analysis, forecasting, scenario modelling and sensitivity analyses
  • Working between technical and business stakeholder groups, translating needs to actions
  • C-Level / Senior Stakeholder influencing skills
  • Developing a team in a new space
  • Driving internal change
  • Achieving success within a high uncertainty environment
  • Understands key technology risks
250

IT Portfolio Reporting Manager Resume Examples & Samples

  • Understand business drivers and strategy including long range planning and roadmaps to effectively build transparent financial and portfolio reporting
  • Collaborate with Financial teams to build suite of reports ensuring proper budgeting, offsets, forecasts and capitalization of assets are achieved
  • Liaise with Security and SOX teams to understand audit, compliance and regulatory controls within SDS to provide insight into the organization’s project and portfolio management health
  • Partner with SDS PPM Tools manager to build and execute a PPM process auditing capability
  • Provide operations support for the Director, SDS Planning and Delivery Execution
  • Design, develop and maintain all portfolio reporting, continually adjusting and improving as projects shift, evolve and are re-prioritized
  • Track and monitor PPM data including financials, project schedule variances, time entry, resource capacity and demand forecasting as well as overall portfolio status
  • Analyze portfolio performance to drive insights in investment mix to achieve our goals
  • Develop analytical reporting to enable recommendations regarding project scheduling and revision to SDS leaders
  • Build a flexible mechanism for managing enterprise tracking of resource and capacity management conflicts and demands
  • Establish PPM process auditing capability and design a health dashboard to provide insight into the organization’s project and portfolio management compliance
  • Configure, maintain and provide end user-support for the SDS Planning SharePoint sites, wikis, etc
  • Bachelor’s degree with 8 years of information technology experience
  • 8+ years in project portfolio management and/or project delivery, including experience with data analytics
  • Strong financial analysis skills and familiarity with financial reporting tools
  • Excellent organizational, analytical and problem solving skills
  • Knowledge/use of PPM tools. Experience with Clarity PPM, JIRA, and MPWR a plus
  • Demonstrated ability to build moderately complex SharePoint sites, Access databases, and use of Excel to drive insights into data
  • Strong presentation, written and verbal communication skills; ability to communicate analysis to technical and non-technical audiences