Reporting Services Analyst Resume Samples

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JD
J Deckow
Jovani
Deckow
78319 Gutmann Walk
Houston
TX
+1 (555) 739 0041
78319 Gutmann Walk
Houston
TX
Phone
p +1 (555) 739 0041
Experience Experience
Dallas, TX
Reporting Services Analyst
Dallas, TX
Senger, Huel and Bernhard
Dallas, TX
Reporting Services Analyst
  • Participate in performance management and development activities
  • Perform financial accounting / management accounting processes in line FSSC standard way of working
  • Perform analytical review to ensure the movements vs. previous periods or vs. the previous forecast make sense
  • Perform business readiness activities, operate as per IBPM way of working
  • Train HR users on systems and provide process/system support, develop and maintain functional user documentation
  • Analysis of the financial accounts to help management monitor ongoing performance on an accurate and timely basis
  • Facilitate face-to-face meetings with operational staff and senior management as well as to provide written documentation and to present findings
Boston, MA
Reporting & Technical Services Analyst
Boston, MA
White Inc
Boston, MA
Reporting & Technical Services Analyst
  • Perform technical and financial analysis on proposals or specific issues and makes recommendations to improve outcomes
  • Work with service providers on troubleshooting and testing systems for connectivity, disaster recovery, etc
  • Technical aptitude to test/troubleshoot systems and learn new concepts/tools
  • Broad knowledge of mutual funds broker-dealer distribution and transfer agency recordkeeping
  • Fulfill query and report requests; communicate information in relevant formats to the intended audience
  • Provide input and oversight of work performed by service providers, DST Customer Communications, DST, Boston Financial Data Services (BFDS), and State Street; ensure work is performed as specified in contract agreements
  • Advanced proficiency using MS Excel
present
Houston, TX
Payment Services Analyst, Fin Reporting
Houston, TX
Brakus-Zieme
present
Houston, TX
Payment Services Analyst, Fin Reporting
present
  • Assist in preparing and developing customer churn reporting and analysis for ad hoc analysis, monthly forecasts and annual budgets
  • Provide guidance to Payment Services team and Residential line management when resolving customer or system issues
  • Perform other duties as assigned
  • Analyst is also responsible for assistance in the preparation of the annual budget and monthly financial forecasts and variance analysis
  • Stay attuned/collect and communicate emerging collections practices, techniques within the company and industry
  • Review daily, weekly and monthly operational and financial reports to ensure that organizational and financial objectives are met; identify discrepancies and research solutions
  • Assist in fulfilling corporate or senior management information requests and provide regular reporting and information. Collaborate on company-wide or cross-regional/division collections projects
Education Education
Bachelor’s Degree in Related Field
Bachelor’s Degree in Related Field
Hofstra University
Bachelor’s Degree in Related Field
Skills Skills
  • Prepare quarterly multi-currency consolidation of UK&I under IFRS, for group reporting of actual results
  • Develop QPR forecasts and budget using Hyperion (HFM) consolidation system to meet group deadlines
  • Ensures high-quality planning of Operations related costs and capital expenditures during budget, forecasting and month-end closing processes
  • Contribute to collection of information of End Market driven activities by developing a strong relationship with the End Markets
  • Prepare quarterly multi-currency consolidation of UK companies (7200 Group) under IFRS, for group reporting of actual results
  • Product costing activities (Budget product cost activities performed in SAP, costing of raw materials and finished goods materials)
  • Review, build and implement improvements in Fixed Asset accounting
  • Document and embed a clear financial policy to support costs, including cash advances, invoice payment, forecasting, budgeting and reporting
  • Manage the financial control of ledgers for compliance, reconciliation, and reporting
  • Manage the product cost process across WER companies, ensuring accurate reconciliation, reporting, and financial control
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8 Reporting Services Analyst resume templates

1

Payment Services Analyst, Fin Reporting Resume Examples & Samples

  • Responsible for continuous evaluation of collections related operating and financial analysis for the purpose of recommending strategic, policy and process related changes that will ensure achievement of business objectives
  • Analyst is also responsible for assistance in the preparation of the annual budget and monthly financial forecasts and variance analysis
  • Assist in preparing and developing financial models for the monthly forecasts and annual budgets for financial expenses associated with receivables management including but not limited to net bad debt & associated expenses
  • Prepare and distribute weekly and monthly operational effectiveness reporting requiring advanced excel work (pivot tables, vlookup, macros, etc.)
  • Assist in preparing and developing customer churn reporting and analysis for ad hoc analysis, monthly forecasts and annual budgets
  • Stay attuned/collect and communicate emerging collections practices, techniques within the company and industry
  • Perform various types of data analysis, evaluation and determining the effectiveness on Collections operational tactics in order to support recommendations for fiscal or subscriber related improvements. Examples of major areas of interest include assessment of present (or future) tool or policy reviews, compliance, customer onboarding, payment related reporting and collection timeline events and sequence
  • Review daily, weekly and monthly operational and financial reports to ensure that organizational and financial objectives are met; identify discrepancies and research solutions
  • Preparation of daily, weekly and monthly reporting requirements related to monthly close, forecast and business review for financial expenses and operational key performance indicators
  • Assist in fulfilling corporate or senior management information requests and provide regular reporting and information. Collaborate on company-wide or cross-regional/division collections projects
  • Provide guidance to Payment Services team and Residential line management when resolving customer or system issues
  • Bachelor's degree in Financial / Management disciplines or other related field or/and work-related experience in the area of collections
  • Advanced Excel skills required including pivot tables, effective use of formulas (vlookup, sumif, hlookup, etc.), and writing/recording macros
  • 2-3 years of relevant professional experience in financial, accounting or related experience in the area of collections
  • Must be able to formulate operational/financial reports and projects and perform the appropriate analysis to impact company objectives
  • Demonstrated leadership ability, team-building skills, higher personal standards and professional ethics
  • Flexibility to adapt to new situations and effectively multitask in a fast-paced environment
  • Ability to handle multiple projects and shifting priorities while maintaining consistent performance
  • Proficient in MSOffice programs
  • CPA or MBA preferred
2

Reporting & Technical Services Analyst Resume Examples & Samples

  • Fulfill query and report requests; communicate information in relevant formats to the intended audience
  • Perform technical and financial analysis on proposals or specific issues and makes recommendations to improve outcomes
  • Serve as a resource for internal staff to resolve technical issues with Sharepoint, TA200, AWD, SalesConnect, Persistency, etc
  • Provide input and oversight of work performed by service providers, DST Customer Communications, DST, Boston Financial Data Services (BFDS), and State Street; ensure work is performed as specified in contract agreements
  • Work with service providers on troubleshooting and testing systems for connectivity, disaster recovery, etc
  • Bachelor’s degree in a business-related field or equivalent experience
  • Four years of experience in the financial services industry
  • Experience developing queries and reports
  • Broad knowledge of mutual funds broker-dealer distribution and transfer agency recordkeeping
  • Analytical and problem-solving skills to analyze and interpret data
  • Written and verbal communication skills to provide reports and recommendations to management
  • Technical aptitude to test/troubleshoot systems and learn new concepts/tools
  • Advanced proficiency using MS Excel
  • Experience in financial analysis
  • Knowledge of Transamerica investment products
  • Experience using TA2000, AWD and DST peripheral products
3

Family Office Services Consolidated Reporting Analyst Resume Examples & Samples

  • Data input and reconciliation
  • Contribute to the development of custom report templates based on business need and/or client-specific requirements
  • Generate and work with team members to review client reports generated from wealth platform
  • Work with team members on business process development and implementation
  • Develop operating procedures for team to guarantee standardized output
  • Work closely with IT, business users, and the 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) preferred but not required
  • Relevant prior work experience in financial services industry (5+ 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
  • Ability to manage multiple priorities effectively and work in a fast-paced environment
  • Strong analytical and organizational skills
  • Strong working knowledge of Microsoft Office suite
4

Managed Services Reporting Analyst Resume Examples & Samples

  • Generate reconciliation and QA reports post upload of client portfolios and carry our preliminary checks for correctness of the data upload
  • Gradually gain a deep understanding of risk and performance analytics methodologies
  • It's an Global Team and require close collaboration between Mumbai and Monterrey Team so candidate shift timings may be little earlier than normal
  • Recent graduates
  • Excellent English communication and written skills
  • Basic understanding of international financial institutions and global financial markets
  • 0-2 years of experience, preferably in an operations role in an Investment domain
5

Baam Global Client Services & Reporting Analyst Resume Examples & Samples

  • Responding to an array of client inquires on their hedge fund investments; enhanced analytics on client and prospect hedge fund portfolios
  • Overseeing and completing client reporting (customized and automated) for commingled funds, customized accounts, and specialty funds
  • Consultant relationship support (including consultant databases, consultant questionnaires and ad hoc consultant requests)
  • Producing ad-hoc analyses for BAAM senior management
  • B.Sc or higher degree in Economics, Finance, Accounting or related discipline
  • Demonstrated understanding of, ability to calculate and interpret various quantitative metrics (Return Calculations, Leverage/Risk Calculations, Performance Metrics, Liquidity)
  • Understanding of hedge fund strategies, fund structures and BAAM products/business lines
6

Reporting Services Analyst Eemea / Turkey Resume Examples & Samples

  • Understand the impact of the accounting process and practice
  • Understand the platforms and analyze reports, identify issues and challenges within reports functionalities and data
  • Understand and apply relevant financial skills and knowledge
  • SAP knowledge: FI, CO-PA
7

Reporting Services Analyst Eemea Resume Examples & Samples

  • Experience in Planning & Reporting
  • At least 1-2 years of experience in a global FMCG or similar dynamic operating environment
  • ​SAP knowledge: FI, CO-PA
  • Knowledge of BPC Reporting tool is considered a plus
8

Reporting Services Analyst Resume Examples & Samples

  • Cost Accounting experience
  • SAP knowledge
  • Advanced Excel and Power Point skills
9

Reporting Services Analyst With Russian Eastern Europe Resume Examples & Samples

  • Accounting qualification
  • Required Language - Russian
  • At least 1-2 years of experience in an global FMCG or similar dynamic operating environment
  • A thorough understanding and knowledge of relevant finance tools and systems, specifically BI/BPC SAP or ERP equivalent
10

Reporting Services Analyst MEA Resume Examples & Samples

  • At least 2-4 years of experience in an global FMCG or similar dynamic operating environment
  • Understand the platforms and analyse reports, identify issues and challenges within reports functionalities and data
  • Detail-oriented, analytical, proactive, and can work under pressure with minimum supervision
11

Merchant Services Reporting Analyst Resume Examples & Samples

  • Prepare recurring or ad hoc reports and analysis including, but not limited to, portfolio stratification, account quality and profitability
  • Investigate and research unexplained variations in reports and data
  • Validate account data through existing system generated reports and records
  • Work with department management and process owners to identify business reporting requirements and prepare, execute and distribute reports/information
  • Evaluate and recommend improvements to processes and procedures within Merchant Services to enhance BB&T’s competitive position while ensuring compliance with policy, legal and regulatory requirements
  • Utilize performance measuring and tracking methods to facilitate reporting
  • Maintain general working knowledge of BB&T Merchant Services products, services, and workflow patterns in order to understand and respond to reporting requests
  • Perform industry research and assessment when needed by department management
  • Bachelor’s degree in a Business-related field, or equivalent education and related training
  • Strong interpersonal, verbal and written communication skills
  • Ability to handle heavy workloads and critical deadlines
  • Banking or analytical work experience with specific emphasis on reporting
  • Working knowledge of BB&T Vision, Mission and Values
  • High proficiency in Microsoft Excel (formulas, pivot tables, charts), Microsoft Access (writing queries), and Standard Query Language (SQL)
  • Exhibit exceptional client service by executing on BB&T’s perfect client experience
  • Eagerness to learn and willingness to adapt to change
  • Knowledge of Merchant Services systems INDBBTPS
12

Adoption Services Reporting Analyst Resume Examples & Samples

  • Create and fulfill ad-hoc and standardized reporting requests
  • Compile, organize, and standardize data from various sources
  • Interact with members from multiple teams to understand business functions and needs for information
  • Present technical findings in summarized form to non-technical audiences
  • Advise department and managers regarding appropriate, effective, and efficient use of reporting capabilities and functions
  • Develop and maintain databases for data models and recommend improvement techniques for efficient data management
  • May provide technical direction and some project management within a project team
  • Actively supports and enforces the company’s data processes and standards
13

Reporting Services Analyst Resume Examples & Samples

  • Be a main point of contact for individuals with data and reporting needs via email, phone and chat / instant messaging
  • Act as a builder, creating reports and dashboards that match to customer requirements
  • Resolve queries by referring to documentation and through self-guided exploration; escalating where these cannot be resolved
  • Actively seeking the voice of your customers to improve levels of service
  • Train HR users on systems and provide process/system support, develop and maintain functional user documentation
  • Assist with the roll out of new tools and systems to HR teams including execution of testing, and training tasks
  • Bachelor’s degree in related field and demonstrated experience in a data-centric function
  • Absolute passion for ensuring a great customer experience with every contact
  • Fluency in multiple languages advantageous
14

Payment Services Reporting Analyst Resume Examples & Samples

  • Ensure timely and accurate completion of analytical requests
  • Create data reporting to execute risk-based monitoring of programs
  • Apply broad experience and knowledge of data management to drive and design effective analytic reporting structure and process
  • Coordinate with stakeholders to identify risks and drive remediation
  • Analyze and use data and information to aid partners to create risk-based solutions
  • Develop solutions to proactively predict risks based on behaviors or trends
  • Ability to translate and summarize complex data into understandable, actionable information and recommendations
  • Strong analytical skills with high attention to detail and accuracy with experience in complicated financial services environment
  • Ability to prioritize work, meet deadlines, achieve goals, and work in environment with multiple concurrent projects
  • Strong Excel skills (pivot tables, advanced formulas, macros, etc.) are a requirement for this position. Testing/validation will be performed before hire
  • Bachelor’s degree, or equivalent, relevant work experience
  • Two to Five years of financial experience, preferably in Risk, Audit, issues management, key risk indicator development, and/or reporting
  • A self-directed and independently motivated individual, who places a high value on organizational skills and maintains strong business acumen
  • Successful employment record
  • Ability to be flexible in a dynamic environment and can adapt to situational changes with ease and fluidity
  • Excellent interpersonal, verbal, and communication (including presentations) skills and experience creating Power Point documents for senior management
  • Proficient computer skills, especially Microsoft Office applications
  • General knowledge of policies, plans, procedures, products, and regulatory requirements for payment-related businesses
15

Real Estate Services Application Reporting & Support Analyst Resume Examples & Samples

  • Business degree or post-graduation degree
  • 4 to 5 years relevant work experience with emphasis in finance or accounting
  • Experience working with a US-based company
  • Advanced computer application skills in Microsoft Excel, PowerPoint and Access (Preferred)
  • Provide a high level of attention to detail for reliable accuracy
16

Reporting Services Analyst Resume Examples & Samples

  • Analysis of the financial accounts to help management monitor ongoing performance on an accurate and timely basis
  • Perform quality review of the financial information prior to releasing it to the BeNeLux Corporate Finance team for approval
  • Perform business readiness activities
  • Communicate & act as liaison with end market/ Regional & Area Teams
  • Apply processes to govern change and to ensure compliance to global standards
  • Operate according to agreed Finance Shared Services Center processes and in compliance with group policies and procedures, and external financial regulations
  • Build a good multi-functional relationship between the shared service and the end market Finance and Commercial team
17

Reporting Services Analyst Resume Examples & Samples

  • Perform business readiness activities, operate as per IBPM way of working
  • Perform financial accounting / management accounting processes in line FSSC standard way of working
  • Ensure robust mapping for profit centers/ legal entities as per FSSC Customers portfolio
  • Communicate & act as liaison with end markets/ Regional & Area Teams
  • Adhere to application access, authorisation security and identify management standards
  • Conduct quality assurance on design proposals and ensure they can be adopted as per FSS standards
  • Operate according to agreed FSSC processes and in compliance with group policies and procedures, and external financial regulations
  • Self-motivated, apply high professional standards and be capable of bringing a strong focus inside the project
  • SAP knowledge and understanding of financial accounting framework (IFRS) is desired
  • Rigorous approach to preparation of Reports and strong attention to detail
  • Ability to build excellent working relationships and a track record of influencing key stakeholders from multiple functions
18

Reporting Services Analyst Resume Examples & Samples

  • Serve as an independent contributor for a component of the Record to Report function inclusive of, General Ledger, Fixed Assets, Reconciliations, Month End Close, Statutory & Financial Reporting, Management reporting, data integrity and quality
  • The Reporting Services Analyst will take responsibility for the integrity, quality and reasonableness of the management and statutory reporting process, which includes QPR and QTR reporting exercises
  • Submission of the management reporting unit as well as legal entity reporting requirements as per the deadlines and with the frequency set by the IBPM process. This includes preparation, review, and posting of Financial Adjustments, investigating any major variances, reviewing of the reasonableness of the balances, and ensuring IFRS and GMAP have been properly applied in the financial reports
  • Identify material movements based on pre-established template
  • Perform analytical review to ensure the movements vs. previous periods or vs. the previous forecast make sense
  • Support in implementing internal controls to ensure accurate financial reporting
  • Participate in CI initiatives in order to enhance efficiency & effectiveness, using external benchmarks for World in Class units
  • Basic understanding of financial statements and reporting
  • A basic understanding and knowledge of relevant finance tools and systems, specifically BI/BPC SAP or ERP equivalent
  • Able to drive projects and process improvements and handle a remote customer base model
19

Reporting Services Analyst Resume Examples & Samples

  • Supporting the forecasting and reporting cycle: Prepare quality and timely reporting of P&L, Balance Sheet and Cash Flow in accordance with Group standards and timetables; Prepare the financial reporting of legal entities in BPC system
  • Accounting qualification, experience in Planning and Reporting
  • A thorough understanding and knowledge of relevant finance tools and systems, specifically BI/BPC SAP or ERP equivalent would be considered as advantage
20

Merchant Services Reporting Analyst Resume Examples & Samples

  • Prepare recurring or ad-hoc reports and analysis including, but not limited to, portfolio stratification, account quality and profitability
  • Represent the department in discussions pertaining to work completed by the analysts
  • Three years of experience in merchant-related position
  • Experience with TeamSite or web site design
  • Advanced Excel and analytic reporting skills
  • Knowledge of Merchant Services systems
21

Information Services Reporting Analyst Resume Examples & Samples

  • Bachelor's degree (BA/BS) from a four-year college or university or equivalent experience and a minimum of 5 years of related experience and/or training
  • Four or more years of experience in report writing, data capture, and analysis
  • Experienced in using Excel, Word and Powerpoint
  • Able to manage workflow, with minimal oversight, in a fast-paced environment with multiple and sometimes changing priorities
  • Outstanding interpersonal and leadership skills
  • Strong relationship management skills; ability to collaborate with people at all levels throughout the organization
  • Excellent communication (verbal & written) and organizational skills
  • Able to work both on a team (as member and/or leader) and independently to deliver results
22

Reporting Services Senior Analyst Resume Examples & Samples

  • Forecasting and reporting: Prepare quality and timely reporting of P&L, Balance Sheet and Cash Flow in accordance with Group standards and timetables; Prepare the financial reporting of legal entities in BPC system
  • Prepare local statutory financial reporting, ensuring consistency through a solid reconciliation process
  • Assist the Corporate and Commercial Finance team with ad hoc requests
  • Co-ordinate and prepare the monthly forecasting process activities, prepare and generate financial information required for monthly performance meetings
  • Perform quality review of the financial information prior to releasing it to the Corporate Finance team for approval
  • Adhere to application access, authorization security and identify management standards
  • Communicate and raise awareness of global and regional design /standards
  • Build a good multi-functional relationship between the shared service and the end market Finance and Commercial team,
  • At least 2-3 years of experience in an global FMCG or similar dynamic operating environment
  • Self-motivated, apply high professional standards and be capable of bringing a strong focus inside
  • Knowledge and understanding of financial accounting framework (IFRS) is desired
  • Strong computer literacy and analytical thinking is a requirement
  • Strong communication skills, attention to details
  • Ability to anticipate problems, foresee timely solutions and adapt accordingly
  • Excellent MS Office skills, particularly Excel
23

Financial Services Reporting & Support Analyst Resume Examples & Samples

  • Three to five years of similar or related experience
  • Equivalent to a two-year college degree or completion of a specialized course of study at a business or trade school
  • Six hours of college accounting or finance is preferred
  • Knowledge of lending markets (residential, commercial and agricultural) and security markets (agencies, mortgage-backed securities, and collateralized mortgage obligations) is preferred
  • Knowledge and proficient use of MS Office products, including Word, Access and a heavy emphasis on Excel
  • Ability to work overtime as needed
24

Reporting Services Analyst Product Costing With Russian Resume Examples & Samples

  • Product costing activities (Budget product cost activities performed in SAP, costing of raw materials and finished goods materials)
  • Ensures high quality planning of Operations related costs and capital expenditures during budget, forecasting and month-end closing processes
  • Perform business readiness activities, system testing, reporting of the business readiness KPIs
  • Perform financial accounting / management accounting processes in line with standard work and agreed Financial Shared Services Centers (FSSC) ways of working
  • Contribute to collection of information of End Market driven activities by developing a strong relationship with the End Markets - covering EE markets
  • Raise issues to technical team, provide required information, manage system testing and make active follow-up on open tickets
  • Operate according to agreed Financial Shared Services Center processes and in compliance with group policies and procedures, and external financial regulations
  • Minimum of 1-2 years of experience in finance or related field / professional accountancy qualification in progress or finalized (i.e. CA/ACCA/CIMA/CPA) is a plus
  • Understanding of budgeting, management accounting and reporting
  • Experience with using ERP
  • English & Russian (spoken and written), mother-tongue or equivalent standard
  • Knowledge of SAP, Microsoft Office standard pack (Excel, Word, Access, PowerPoint)
  • Excellent analytical and numerical skills, positive and well organized
  • Strong interpersonal skills with the ability to communicate with staff at all levels in all departments and companies both within the Group
  • Self-motivated, apply high professional standards and be capable of bringing a strong focus inside the team