Transaction Analyst Resume Samples

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NB
N Bailey
Nicholaus
Bailey
56466 Mante Plains
Chicago
IL
+1 (555) 245 6968
56466 Mante Plains
Chicago
IL
Phone
p +1 (555) 245 6968
Experience Experience
Dallas, TX
Transaction Analyst
Dallas, TX
Smitham, Reilly and McLaughlin
Dallas, TX
Transaction Analyst
  • Supervising and reviewing work performed by analysts
  • Execute projects within the Transaction Management strategy
  • Establish and maintain effective working relationships with colleagues and customers alike
  • Obtains or provides financial/statistical information (written or oral) as requested and prepares reports for internal and external auditors, various governmental agencies and other outside organizations
  • Provide backup support to other team/group members in the performance of job duties as assigned (including mail Room)
  • Compares scheduled pipeline volumes to monthly transportation statements to ensure accuracy and coordinates between Scheduling and Trading to identify and resolve discrepancies
  • Assist in the due diligence and transaction closing processes and transition newly acquired assets to the firm’s asset management team
Los Angeles, CA
Structured Transaction Analyst
Los Angeles, CA
Littel Group
Los Angeles, CA
Structured Transaction Analyst
  • Assist in drafting, reviewing and negotiation of ISDA confirmations covering all structured interest rate and equity derivative transactions
  • Ensure all confirmations are drafted, dispatched and executed in accordance with procedures, Standing Orders and regulatory guidelines (e.g. Dodd-Frank & EMIR)
  • Participate in monthly group meetings which also include but are not limited to knowledge sharing on a specific derivative product
  • Chase and follow up on all outstanding (unsigned) confirmations
  • Interface and tap Front Office (Sales & Trading)
  • Take on ad hoc projects related to cost reduction and efficiency enhancement goals
  • Ensure that operational risks associated with documentation are mitigated and review structured documentation prior to issue to counterparties
present
Philadelphia, PA
Senior Transaction Analyst
Philadelphia, PA
Leannon-Boyer
present
Philadelphia, PA
Senior Transaction Analyst
present
  • Maintain reports key performance metrics and action plans that support a continuously improving workflow
  • Work closely with team and department manager to ensure all daily processes are completed on timely basis
  • Work with business partners to review all new business initiatives as it relates to collateral management
  • Demonstrate a proactive approach toward identifying and implementing solutions to improve efficiency and process controls
  • Manage the daily collateral and margin process, investigate and resolve collateral disputes
  • Prioritize daily task list and workload to ensure address items in order of urgency
  • Input of collateral movements into the collateral system (BRS Aladdin) and coordinate settlement of the collateral
Education Education
Bachelor’s Degree in Supervision
Bachelor’s Degree in Supervision
DePaul University
Bachelor’s Degree in Supervision
Skills Skills
  • Able to demonstrate and apply a strong technical knowledge of accounting theory and principles and apply effectively
  • Excellent knowledge Excel, working knowledge (or better) of Argus
  • Able to work with close attention to detail, in a highly accurate manner, to produce complete and timely work
  • Organized and detailed oriented; ability to multi-task
  • Strong working knowledge of Power Point and Word
  • Able to demonstrate and apply proficiency in performing financial and statistical computations
  • Able to demonstrate and apply effective written and oral communication proficiency with a wide range of audiences
  • Able to excel in conceptualizing and assimilating data quickly to make timely and accurate decisions and take appropriate action
  • Modeling complex occupancy scenarios, including multi-facility consolidations, city plans and metro area consolidations
  • Able to remain current on industry and business issues, understand and apply this knowledge to current activities
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15 Transaction Analyst resume templates

1

FX Transaction Analyst Resume Examples & Samples

  • Font to Back Trade Support
  • Validation of all trade bookings
  • Reconciliations and reports are produced and auctioned in a timely meeting
  • Complete all funding positions before cut off times
2

MYS Ctsm Kl-transaction Analyst Resume Examples & Samples

  • Should have minimum 3 years experience in operations is preferred
  • Experience in billing, securities operations or banking will be an added advantage
  • Team oriented and ability to work under pressure
3

Structured Transaction Analyst Resume Examples & Samples

  • Ensure that lengthy delays in execution of outstanding documentation are escalated appropriately
  • Chase and follow up on all outstanding (unsigned) confirmations
  • Interface and tap Front Office (Sales & Trading)
  • Take on ad hoc projects related to cost reduction and efficiency enhancement goals
  • Participate in monthly group meetings which also include but are not limited to knowledge sharing on a specific derivative product
  • Minimum 1 year’s experience in capital markets operations
  • An understanding of market/counterparty/credit and operational risk
  • A good understanding of ISDA Derivatives Definitions
4

Structured Derivatives Transaction Analyst Resume Examples & Samples

  • Assist in drafting, reviewing and negotiation of ISDA confirmations covering all structured interest rate and equity derivative transactions
  • Ensure all documentation complies with ISDA and current market practice, or where there are variations, that they are acknowledged and understood by the appropriate individuals and teams
  • Ensure all confirmations are drafted, dispatched and executed in accordance with procedures, Standing Orders and regulatory guidelines (e.g. Dodd-Frank & EMIR)
  • Ensure that operational risks associated with documentation are mitigated and review structured documentation prior to issue to counterparties
  • Information conduit between London and New York SDD teams
  • Experience in capital markets operations (a good understanding of derivatives is essential)
5

Transaction Analyst Resume Examples & Samples

  • Organise and own personal daily work schedule of allocated clients
  • Provide Transaction Management SME support to allocated clients
  • Ensure the CBI reporting is delivered accurately and on time
  • Keep abreast of regulatory and product developments and adapt procedures and processes accordingly
  • Execute on a process of continuous improvement that assesses workflow, processes and procedures on an ongoing basis, ensuring maximum efficiency and quality within the Transaction Management group
  • Monitors key quality, productivity and risk measures and ensure that they are met or exceeded
  • Continuously identify opportunities to enhance our service and value proposition for our clients
  • Execute projects within the Transaction Management strategy
  • Adhere to and keep updated comprehensive operating procedures that ensure the accuracy, timeliness and completeness of all processes
  • Implement actions in the course of new client, new fund launch, conversion, termination or merger
  • Minimize processing errors and financial losses with focus on increasing automation
  • Documentation of business support procedures
  • Coordinate and administer assignments and maintain schedules
  • Demonstrate awareness of technical requirements for custody products
  • Accept and successfully execute change management while supporting employees through the process
  • Build a cohesive team spirit within the Transaction Management team that will foster a clear client service focus, operational efficiency and an error free environment
  • Management of internal or external client expectations to ensure client satisfaction
  • Ensure all queries are handled in a professional manner
  • Ensure procedures are adequate to comply with applicable regulatory & audit requirements as well as internal risk management policies
  • Mitigate financial/reputational risk by ensuring appropriate, procedures and controls are developed and maintained in compliance with regulatory requirements or company policies
  • Identify procedural gaps and work with the management team to develop appropriate controls and procedures to address the gaps
6

Business Transaction Analyst Resume Examples & Samples

  • Managing The flash/forecast activity for each account/MD
  • Managing the due diligence and deep dive to resolve any discrepancies
  • Managing the recommendations as to where to fix the financial challenges
  • High level of experience with Microsoft Office Applications required. This includes: Excel, Outlook, PowerPoint, MS Project, & Visio and accounting systems
  • Bachelor’s Degree in Business Administration or accounting degree or 5 or more years work experience in BPO field required
  • 3-5 years’ experience as a Business Analyst or similar accounting role
  • Strong Communication Skills, both verbal and written
  • Self-motivated with strong organizational skills
7

Transaction Analyst Resume Examples & Samples

  • May perform processing tasks in one or more of the following areas
  • Mailroom activities
  • Electronic portal
  • Scanning
  • Media conversion
  • Check processing
  • Electronic fund transfer
  • Content storage and retrieval
  • Alternate text
  • Performs data entry of material from source documents to a computer database
  • Transcribes routine pre-coded and identifiable alphanumeric data from source document and/or phone call into an automated system
  • Ensures accuracy and completeness data
  • Performs clerical tasks in the data entry function
  • Receives and distributes incoming mail and materials
  • Alternate text:- for medical/healthcare
  • Performs document scanning and processing in mail room
  • Enter Medical claims data into the Claims System, via 10-key and alphanumeric data entry
  • Screen medical claim forms for completeness of data
  • Route claims to other areas depending on successful data entry or the need for additional information
  • Adjudicate and suspend claims when appropriate
  • Provide backup support to other team/group members in the performance of job duties as assigned (including mail Room)
  • Numeric Filing and other clerical tasks
8

Transaction Analyst Resume Examples & Samples

  • Financial, Analytical and Reporting Skills
  • Excellent communication and presentation skills (verbal and written)
  • Results driven – the ability to analyze, act, and implement to ensure we achieve our desired results
  • 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
  • Bachelors Degree in business, finance, economics or related field with a record of high academic achievement (strong GPA)
  • Ideal candidate will have 1-3 experience, 2 years preferred
  • Well-developed verbal and written communication skills
  • Ability to build relationships and interact effectively with business and clients
  • Basic understanding of real estate terminology
9

Transaction Analyst Resume Examples & Samples

  • Prepare business cases to document the sale impact, business need and requested real estate outcome
  • Communicate with different business units to understand their use of the property, exit strategies and real estate strategy to allow them to operate as needed
  • Become familiar with all of the Client’s business units and the multiple services offered as a non-profit organization
  • Work to source brokers within the communities where are assets are located, screen brokers and negotiate listing agreements
  • Recommend Broker Selection and Marketing Plans for the Client’s concurrence
  • Navigate clients complex approval process through clear communication and strong organization skills
  • Work with Brokers, Buyers, Escrow Companies, Legal and others to lease, acquire or sell and close sites
  • Coordinate with Legal and Insurance to insure compliance with Client’s standards
  • Assist in the preparation and update of reports, presentations and analyses of the Sales Program
  • The ideal candidate with have a Bachelor’s Degree with a record of high academic performance
  • Ideal candidate will have at least 5 years of real estate related experience
  • Real Estate salespersons license desired
  • Advanced computer skills specifically, Microsoft Office Suite (including Excel, Word, PowerPoint and Outlook) and the ability to master company specific database programs Exceptional attention to detail and organization skills
  • Understanding of real estate and lease terminology
10

Transaction Analyst Resume Examples & Samples

  • Bachelor’s Degree in Business, Finance, or Real Estate
  • Min: 3 - 5 years of relevant work experience with at least 2 years as a Transaction Manager and prior at least 2-3 years as a Senior, Real Estate Analyst
  • Knowledge of real estate leases and accounting procedures
  • Analytical ability, both financial and qualitative
  • Modeling complex occupancy scenarios, including multi-facility consolidations, city plans and metro area consolidations
  • Negotiation, Leasing and Interpersonal skills
11

Client Transaction Analyst Resume Examples & Samples

  • Ensuring the timely and consistent delivery of account opening documentation for new client accounts; orchestrating custodial and market openings and connectivity both internally and externally as well as coordinating the execution of asset in-kind processing
  • Initiating account record set-up for new accounts and/or portfolios; reviewing and approving new account set-ups; facilitating proper use of internal trade restriction flags
  • Providing assistance and training to colleagues as well as acting as global expert for account record set-ups; updating process and control checklists
  • Liaison and co-ordination with Transition Managers / legacy investment managers where relevant; Coordinating the reconciliation and loading of external transition management trade execution files for new or existing accounts
  • Being a thought partner to Client Integration Managers, Portfolio Manager/Coordinator and Trading in the development and implementation of our client transition strategies
  • Under direction of Client Transaction Services manager, co-ordinate or lead specific transition events as appropriate
  • Maintaining awareness of industry, custodian bank and regulatory change; develop understanding of different jurisdictions and client requirements
  • Liaising with the Cash Flow Team to coordinate client flow activity, supporting documentation, and best practices
  • Broad knowledge of the investment process, including portfolio construction, trading, investment, custody, fund operations, transfer agency functions and deep securities knowledge including derivatives
  • Ability to work in a fast-paced environment, excellent organizational, project planning and execution skills including the ability to prioritize effectively and handle multi-tasks under time constraints
  • Possess a high degree of analytical ability, strong business judgment and risk awareness, including the ability to synthesize complex issues and effectively balance competing objectives
  • Exposure to investment operations or financial services operations in a risk management environment would be preferred
  • Bachelor’ degrees with five to seven years of relevant industry experience; and/or progress towards the CFA designation are viewed favorably
  • Proficiency with Microsoft Word and Excel is required
  • Possess strong written and verbal communication skills, and have the ability to provide excellent client service
  • Fluency in mandarin is required as well as high competence in written Chinese
12

Transaction Analyst Resume Examples & Samples

  • Meeting required productivity and error-free processing
  • Day-to-Day Responsibilities of tracking volumes/mails
  • Maker – Credit Card maintenance
  • QA of forms and KYC documents (ID and address proof)
  • Maintenance in system
  • Tracking of referrals
  • Flexibility to work in early morning and late night shifts
  • Can be a fresh graduate or graduate with minimum 1-2 years’ of working experience in banking processing role, part of any domestic consumer Banking operations or part of BPO
  • Experience in credit card related maintenance activities would be preferred
  • Good communication skills – written and spoken
  • Candidate should have competence Office tools
  • Exposure to Payments/Funds transfer process will be an added advantage
13

Transaction Analyst Resume Examples & Samples

  • Support Hotels & Hospitality team members in securing listings, marketing and closing of real estate transactions
  • Review financial data inputs from P&L statements into valuation models; may also be required to input financial data as needed
  • Apply Uniform System of Accounts for Hotels to raw financial data
  • Independently complete asset valuations using discounted cash flow, income capitalization, leveraged IRR, comparable sales and construction cost techniques
  • Evaluate and apply value enhancement strategies for underwriting purposes under the supervision of senior team members
  • Develop “client quality” reports and offering materials with minimal oversight and supervision
  • Collect and effectively present qualitative and quantitative information supporting the transaction process
  • Review legal documents, agreements, licenses, third-party engineering/environmental reports and miscellaneous documentation relevant to the transaction process
  • Execution of limited client-facing communications on a technical level
  • Supervising and reviewing work performed by analysts
  • 3-5 years financial/real estate transaction experience
  • BA/BS degree in Business Finance, Hotel Administration and/or Real Estate Finance
  • Strong record of academic achievement
  • Demonstrated quantitative skills
  • Hospitality-industry specific work experience, preferably in valuations or general consulting
  • Ability to work independently while also maintaining rapport with a team
  • Ability to work within formal reporting relationships
  • Flexibility to work after normal business hours and on weekends as needed
  • Strong computer skills (Word, PowerPoint, Excel, etc.)
  • Candidates must be authorized to work in the United States
  • Ability to travel domestically and internationally
14

Transaction Analyst Resume Examples & Samples

  • Preserve client relationships with purchasers by delivering punctual results
  • Assists with providing diligence items to counterparties as needed to facilitate loan sales
  • Cure collateral deficiencies on both a pre/post-closing basis
  • Deal level timeline tracking to ensure obligations have been achieved
  • Communicate and develop relationships with various area within internal operations
  • Ad hoc reporting for internal analysis purposes
  • Exceptional time organizational and communication skills
  • Strong understanding of databases and report and query writing in Access and Excel
  • Knowledge of internal systems, including but not limited to, Papervision, LPS, RAMM
  • Ability to work extended hours as needed
  • Masters degree preferred, but not required if strong experience in mortgage industry and with database reporting writing
15

Transaction Analyst Resume Examples & Samples

  • Research, process and upload Wal-Mart shortage deductions
  • E-Business return prep and processing
  • Assist with Hajoca returns to allow cross training for customer set up
  • Assist with financial audits
  • Key cash for cash application process
  • Process credit memos – returns and pricing
  • Key Sales Orders – all types
  • Work incoming faxes through Outlook
  • Receive and process No Charge orders through Outlook
  • Assist with employee orders
  • Prep orders
  • Prep documents to be imaged and indexed
16

Transaction Analyst Resume Examples & Samples

  • Failed and unmatched trades monitoring, follow-up, resolution
  • Inquiry and problem resolution
  • Control on future trades that have already been booked (pre-matching)
  • Handle interest claims
  • Process reversals / corrections requested by RM’s
  • Check & reconciliation of items under your name assigned by the reconcilement dept
  • Exact, accurate
  • Persistent, ready to actively follow up and escalate if needed
17

Transaction Analyst Resume Examples & Samples

  • Minimum of 3 years of relevant work experience
  • Minimum of 2 years as a Transaction Manager
  • Minimum of 2 years as a Senior Real Estate Analyst
18

Transaction Analyst Resume Examples & Samples

  • ​Very good command of English (other languages an asset)
  • Well-organized, working to tight deadlines
  • Looking for enhancement/re-engineering opportunities
19

AP / Disbursements Transaction Analyst Resume Examples & Samples

  • Tasks are shared across teams and will include responsibility for most of the following functions. Must have a willingness to learn/take on any of these responsibilities as needed by the team
  • Responsible for prioritizing the processing of invoices and other associated tasks to maintain on-time payments and capture available discounts or provide support for support functions related to payment processing
  • Identify, analyze, and accurately apply payments to customer’s accounts ensuring correct classification for entries to the general ledger
  • Perform customer account maintenance, account reconciliations and research on a daily basis
  • Respond to internal and external requests regarding customer payment adjustments
  • Understand invoice imaging process where imaging software with Optical Character Recognition (OCR) is utilized to capture data and transfer into SAP for processing
  • Enter vendor invoices into SAP (purchase order or non-purchase order) for multiple legal entities
  • Identify invoices that cannot be processed and work to resolution either with the vendor or routing through workflow to appropriate location contact for approval and/or resolution
  • Verify sales/use tax, or accrue as needed, and select correct vendor number for invoices
  • Match invoice line items to purchase order line items
  • Understands Accounts Payable payment processing including the following; stop payments, fraud analysis, check verification, check cancellations and re-issues, and initiation/approvals of wire transfers
  • Work with technical groups to administer the processes for inbound and outbound files
  • Responsible for investigation, research and handling of refund checks, unclaimed property, administration of the dunning process and vendor debit inquiries and resolution
  • Report and analyze data specific to vendors or locations to improve performance and/or respond to inquiries
  • Responsible for creating and updating customer and/or vendor master files and prioritization of related work
  • Utilize case management system to track and resolve discrepancies
  • Research and resolve issues, escalating as appropriate
  • Routinely act as a liaison with external vendors and internal partners
  • Supports Accounts Payable, Treasury and Corporate Accounting functions
  • Identify areas of opportunity to drive process efficiencies and work active initiatives
  • Will routinely use Microsoft Office applications, SAP, ReadSoft, FileNet, various banking applications and other PC tools to accomplish these tasks
  • Must adhere to team procedures, comply with company policy, standards and guidelines, and stay up-to- date on company changes
  • One of the following
20

CRS Transaction Analyst Resume Examples & Samples

  • Technical proficiency in Microsoft Office products (excellent PowerPoint, Excel, Access). Confident working with large datasets
  • Experience with lease and lease transaction databases (e.g. CoStar and Manhattan) is an advantage
  • Strong knowledge of the fundamentals of leasing and portfolio management)
  • Working with remote teams would be an advantage
  • Experience of working in international environment
  • Knowledge of Citigroup businesses and controls (preferable not necessary)
  • Attention to detail, ability to multi-task, strong team-orientation and first class analytical skills
  • Excellent organizational & process documentation skills
  • Both written and verbal communication and interpersonal skills
  • Ability to work flexibly and be productive in a fast-paced environment while balancing short-term deadlines & conflicting priorities
  • Detail-oriented with the ability to organize and prioritize multiple tasks with sensitivity to senior management, time frames and regulatory-driven deliverables
  • Bachelor’s degree in business or real estate management related field is preferred
  • 3-5 years of similar professional experience in a leasing environment including the development of strategy and execution around a real estate transaction
  • Fluent English language knowledge is a must. Knowledge of other languages is an advantage
  • Experience in data management and systemic controls while feeling comfortable designing dashboards and presenting transaction status on varying levels to management
21

Client Transaction Analyst Resume Examples & Samples

  • Assisting with transition manager asset-in-kind coordination and asset carve out for client flows, including: creating a representative account or reviewing client accounts, reviewing asset lists for transferability, facilitating internal reviews and sign-offs
  • Working with Investors to create model accounts for transitions, including: account set-up, legacy portfolio review, asset set-up, pricing and loading legacy assets
  • Coordinating the reconciliation, moratorium review and loading of external transition management trade execution files for new or existing accounts
  • The Client Transaction Analyst is required to have a Bachelor’s degree with three to five years relevant investment industry experience
  • Exposure to investment operations and risk management environment would be preferred
  • Advanced degrees, language skills, and/or progress towards the CFA designation are viewed favorably
  • The candidate must be able to work quickly and accurately under pressure, possess a high degree of analytical ability and sound business judgment
  • He or she must be able to resolve complex operational issues and possess strong written and verbal communication skills
  • The CTA is required to work independently as well as contribute to a cohesive team atmosphere both globally and in Boston
22

Transaction Analyst Resume Examples & Samples

  • Manage the firm’s acquisitions pipeline report
  • Review and screen acquisitions opportunities
  • Underwrite transactions including financial modeling
  • Prepare investment committee memos
  • Assist in the due diligence and transaction closing processes and transition newly acquired assets to the firm’s asset management team
  • Other tasks: Perform other tasks and projects as assigned from time to time
  • Compliance: Reinforce sound and effective risk management in line with the Risk and Compliance Objectives & Measures Framework
  • Undergraduate degree in finance, accounting, business, engineering, real estate or related field
  • 0 to 2 years experience in commercial real estate acquisitions, asset management, research, brokerage or construction management
  • Cross cultural work experience a plus
  • Excellent knowledge Excel, working knowledge (or better) of Argus
  • Strong working knowledge of Power Point and Word
  • Strong presentation skills; oral and written
  • Excellent analytical/financial modeling skills
  • Spoken and written fluency in English required
  • Second European language a plus
23

Equities Transaction Analyst Resume Examples & Samples

  • Able to meet deadlines and prioritize
  • Excellent communication skills and the ability to communicate with demanding customers and trading desk
  • MS Office (Advanced Excel)
24

Senior Transaction Analyst Resume Examples & Samples

  • Daily monitoring of investment portfolios and transaction activity
  • Manage the daily collateral and margin process, investigate and resolve collateral disputes
  • Input of collateral movements into the collateral system (BRS Aladdin) and coordinate settlement of the collateral
  • Ensure timely resolution of any margin call or mark-to-market disputes
  • Maintain detailed and organized approach toward the daily settlement of all trades and resolve all fail and claim matters
  • Prioritize daily task list and workload to ensure address items in order of urgency
  • Demonstrate a proactive approach toward identifying and implementing solutions to improve efficiency and process controls
  • Maintain reports key performance metrics and action plans that support a continuously improving workflow
  • Work closely with team and department manager to ensure all daily processes are completed on timely basis
  • Work with business partners to review all new business initiatives as it relates to collateral management
  • Maintain and update procedure documentation. Maintain documentation that evidences adherence to defined procedures
  • BA/BS with concentration in Finance, Accounting, Economics, or related
  • 5+ years of experience in investment management operations, with focus on cash and/or collateral management
  • Proficiency with BlackRock Aladdin is required
  • Previous cash and/or collateral management experience with a large broker/dealer is desired
  • Experience of processing margin calls and knowledge of full trade life-cycle required
  • Product knowledge of IED/FID OTC Derivatives, FX, IED, Repos and Loans required
  • Demonstrates knowledge of the creation, organization, and retention of transaction documentation
  • Experience with electronic fixed income trading systems a major plus
  • Team oriented individual
  • Exceptional attention to detail skills are critical
  • Exceptional ability to manage tight timelines
  • Intellectual curiosity, forward-thinking
25

Transaction Analyst Resume Examples & Samples

  • Ensures accurate recording of revenues and cost and resolves any errors in the customer transaction process; including account set up or termination, sending & posting of consumption information, sending billing invoice
  • Reviews and verifies gas supply and transportation invoices to ensure accuracy and resolve discrepancies in the payment of vendor invoices
  • Compares scheduled pipeline volumes to monthly transportation statements to ensure accuracy and coordinates between Scheduling and Trading to identify and resolve discrepancies
  • Obtains or provides financial/statistical information to ensure compliance with SOX requirements
  • Analyzes information, and collects and cross-references supporting documentation to prepare/review A/R, A/P schedules, documents, reports. Prepares variance analysis and projections. Reconciles account activity and resolves discrepancies. Interprets and monitors corporate compliance with Regulatory/State and Federal requirements
  • Creates updates and controls contents of business units’ various system files. Verifies system integrity and audits accuracy of system data
  • Obtains or provides financial/statistical information (written or oral) as requested and prepares reports for internal and external auditors, various governmental agencies and other outside organizations
  • Participates in and/or leads project teams involved in the design, development, testing and implementation of automated systems, reengineering of processes or implementation of new requirements
  • Able to perform all aspects of work with a high degree of effectiveness, efficiency and accuracy to meet or exceed customer expectations
  • Able to demonstrate and apply a strong technical knowledge of accounting theory and principles and apply effectively
  • Able to acquire and apply knowledge of requirements necessary to comply with the Sarbanes-Oxley Act
  • Able to demonstrate and apply proficiency in performing financial and statistical computations
  • Able to demonstrate and apply effective written and oral communication proficiency with a wide range of audiences
  • Able to excel in conceptualizing and assimilating data quickly to make timely and accurate decisions and take appropriate action
  • Able to work effectively in a team oriented environment
  • Able to take a leadership role in a project team to establish plans, coordinate team activities, and assure successful completion of objectives
  • Able to work self directed, through the use of initiative and self-motivation, to achieve goals independently, or with minimal supervision
  • Able to work with close attention to detail, in a highly accurate manner, to produce complete and timely work
  • Able to remain focused in the face of distractions, prioritize work, meet deadlines, manage multiple tasks concurrently, and respond flexibly to changing work priorities
  • Able to adapt effectively to new and changing environments and technology
  • Able to learn to use and apply successfully personal computer software in a windows environment, including: SAP, Excel, Word, Access, Entegrate, and Ensite/Safari
  • Able to remain current on industry and business issues, understand and apply this knowledge to current activities