Financial Information Reporting Solutions Job Description
Financial information reporting solutions
provides assistance, as needed, for Microsoft products (Excel, Access, and PowerPoint) to internal users.
Financial Information Reporting Solutions Duties & Responsibilities
To write an effective financial information reporting solutions job description, begin by listing detailed duties, responsibilities and expectations. We have included financial information reporting solutions job description templates that you can modify and use.
Sample responsibilities for this position include:
Develop knowledge of the architecture and technical aspects of the infrastructure
Identifying and rationalizing existing feeds into FRW
Enhancing feeds for additional data elements and attributes required for Finance and Risk reporting
Rationalizing and eliminating off line External reporting databases
Reducing data quality issues
Reducing operational risk and improving efficiency through increased straight through processing and reduced manual intervention
Support the closure of internally and externally driven remediation efforts
Define and document the end to end business and control requirements defined within the Point of Origin framework
Develop and maintain project plans, define project resourcing requirements, track resource plan vs
Creating and preparing reporting that identifies, explains, and assesses the reconciling items
Financial Information Reporting Solutions Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Financial Information Reporting Solutions
Typically a job would require a certain level of education.
Employers hiring for the financial information reporting solutions job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Business, Economics, Computer Science, Technology, Graduate, Computing, MBA, Statistics
Skills for Financial Information Reporting Solutions
Desired skills for financial information reporting solutions include:
Microsoft Office Product Suite
Firm’s products and services needed to perform the job effectively
PowerPoint
Access
Agile project management considered
Financial Systems
MS Access
Core Microsoft Office application suite
Architecture and technical aspects of the infrastructure
MS Project
Desired experience for financial information reporting solutions includes:
Day-to-day maintenance of project plans, metrics, risk/issues development and occasional presentation of project status reports / updates to FIRS organization and Sr Mgmt
Provide MIS solutions to support daily, weekly, monthly reporting and ad-hoc analysis
Sit on various working groups to implement strategic tools to automate and streamline processes
Lead a PMO to facilitate program delivery
In depth understanding of finance and operations terminology the firm’s financial infrastructure
Execute the PLC to deliver internal reporting platform enhancements
Financial Information Reporting Solutions Examples
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Financial Information Reporting Solutions Job Description
Job Description Example
Our innovative and growing company is hiring for a financial information reporting solutions. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial information reporting solutions
- Ensure all data feeds are complete and accurate in order to gather, process, and publish firm wide client profitability data each month
- Provide oversight for review and production of DQ MIS reports and drive the day-to-day production of existing MIS and bespoke metrics requested by FIRS, FERCS and other key stakeholders
- Generate creative ideas and drive execution for continuous improvement opportunities in the Data Quality process, remediation, and escalation of issues
- Act as a Finance representative on key forums related to Data Quality
- Build out the functionality and op model to track key enhancements in support of key stakeholder requests
- Partner with key Internal and External reporting stakeholders to ensure issues are correctly prioritized, communicated and progressed through the overall lifecycle
- Assist with the build-out of a newly created Data Profile & Testing Centre of Excellence by defining and documenting necessary op models, governance procedures, and ongoing metrics/MIS
- Partner with business stakeholders to define, write, and execute key business rules against multiple data stores and extracts with the goal of proactively identifying DQ issues
- Support the build out and day-to-day execution of the Data Profiling & Testing Centre of Excellence within FIRS and the adoption by key stakeholders
- Act as an advocate for promoting the overall DQ and Profiling agendas
Qualifications for financial information reporting solutions
- Assume overall ownership of the production and attestation of select FED/SEC loan and FFIEC 009 Schedules
- Strong problem solving ability and analytical skills required - including reconciliations
- Self Starter with an ability to multi-task in a fast paced environment
- Detail oriented & thorough with ability to understand and identify key trends that drive the external Regulatory Reporting environment
- Ability to support and work with cross functional areas, such as the LOB’s, Reporting teams, Technology and Operations Production
- Operating Model Deliverables
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Financial Information Reporting Solutions Job Description
Job Description Example
Our growing company is looking to fill the role of financial information reporting solutions. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial information reporting solutions
- Provide process support for end-user inquiries
- Execute the test plan as written and document results
- Developing and executing a sustainable operating model around producing regulatory reports, sourcing data, controls, and schedule production of CCAR FR Y-14Q schedules
- Review and interpret monthly financial results with FIRS Controllers and collaborate with ERO management to ensure accuracy and common understanding of the data
- Conduct financial analysis to understand drivers, uncover trends, and identify opportunities to improve productivity
- Manage yearly budget process and monitor performance against plan
- Create new service level agreements (SLAs)/maintain existing SLAs for products/services supported by FIRS External Reporting globally
- Provide project or business analysis support as necessary on other FIRS projects
- Working within a transverse project/production structure
- Lead Agile work stream in an autonomous structure while meeting program goals and deadlines
Qualifications for financial information reporting solutions
- Knowledge of firm’s financial and reference data systems other financial applications (FDW, Business Intelligence, TOAD, ALM, R-Sam, HP Service Manager and AxiomSL)
- Minimum of 2-4 years of experience in several of the following disciplines
- Superior verbal and written business communication skills
- Develop a full understanding of all CIB related disclosures, process flows and inputs/systems
- Coordinate receipt of LOB cuts CIB disclosures, and ensure format and timing is in line with standards
- Experience with Agile, WCP and/or other application development methodologies and demonstrated proficiency working through the PLC (i.e., initiation through implementation)
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Financial Information Reporting Solutions Job Description
Job Description Example
Our company is growing rapidly and is looking for a financial information reporting solutions. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial information reporting solutions
- Engaging with line of business, operations, and project partners to gather feedback/requirements
- Managing relations, communicating and presenting to various levels of stakeholders
- Solving for operational deficiencies by developing systemic or operational solutions
- Engaging with line of business, operations, and project partners to manage demand
- Ensure that project milestones/goals are met
- Ensure that implementations are completed on time, within constraint, and meet expectations
- Lead Data Quality Governance meetings with stakeholders
- Understand and be an expert in the system architecture and data flow into the regulatory platform
- Partner with Legal Entity Controllers, Middle Office, Reference Data and Regulatory Reporting teams to resolve data issues
- Support the execution of the overall operating model
Qualifications for financial information reporting solutions
- Accounting or finance degree required, CPA a plus
- 5 years professional experience with 2 years of exposure to MIS within financial analysis/reporting area
- A Bachelor’s degree in MIS, Computer Science or related discipline
- 3-5 years of business analyst experiences in operation, service quality, or information technology
- Strong development and site management skills, including scripting, HTML/XML, jQuery
- Proficiency with SharePoint Designer, InfoPath application, and Customized Workflows
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Financial Information Reporting Solutions Job Description
Job Description Example
Our company is growing rapidly and is looking for a financial information reporting solutions. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial information reporting solutions
- Work with business partners to ensure accuracy and completeness in reported business information to senior management
- Develop and maintain strong working relationships with FIRS, Recruiting and Finance to facilitate delivery of the Business Management book of work
- Provide support for ad-hoc projects within FIRS and Business Management
- Establish a robust business analyst process to support Demand management process and the Internal Reporting Book of Work
- Develop efficient reports for various business groups within Corporate Finance
- Work with very large data sizes and write efficient code using core reporting framework working with data within Oracle and Essbase
- Troubleshoot issues in production and support escalated cases (Level 3 support)
- Work collaboratively with internal FIRS teams, Finance, Risk, Technology to execute on the monthly run book which includes all steps taken to ensure environment readiness and fit-for-use financial information on behalf of consumers as per agreed upon timeline
- Provide on time and accurate reporting
- Understand workflow, data flow, financial reporting concepts/consumption/ calculations/aggregations, application design and data drill-through/analysis in order to troubleshoot issues and ensure that book of record for financial plan/forecast is complete and accurate
Qualifications for financial information reporting solutions
- Experience with defining and writing MIS business requirements
- Bachelor's degree in accounting/finance and 10+ years in relevant Finance roles
- Ability to build and develop high performing teams through coaching and mentoring
- Advanced knowledge of Corporate Finance Operations and Reporting platform and its associated operating model or relevant experience preferred
- Advanced analytical and problem solving skills with an excellent ability to quickly learn and assimilate business and technical knowledge, and confidently speak about these processes
- Strong communication (oral and written) skills working collaboratively to build relationships at various levels of the firm, with other team members, and required cross impacted stakeholders representing the Core Finance Functions (Controllers, P&A, Reporting) Data Domains, Firmwide Data Management, IT and other numerous other operational partners
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Financial Information Reporting Solutions Job Description
Job Description Example
Our company is hiring for a financial information reporting solutions. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial information reporting solutions
- Analyse processes and data sources in order to propose process improvements in data governance
- Execute the PLC (initiation, requirements, design/build, testing, and implementation) to deliver internal reporting platform enhancements
- This role will require you to work cross-functionally with frequent communication, both orally and written, across the business, operations and technology support teams
- The role will also include the analysis of financial and reporting data and the creation of ad-hoc analytics
- Lead development solutions providing enhanced functionality and reporting for existing corporate reporting platforms supported or owned by FIRS
- Write comprehensive and detailed impact assessments working with key stakeholders and operations
- Develop a thorough test plan
- Execute the test plan as written and document results in Application Lifecycle Management (ALM) or Zephyr
- Establish a robust business analyst process to support the platform Book of Work
- Identify improvement opportunities to project delivery process, operational and/or corporate reporting solutions improvements
Qualifications for financial information reporting solutions
- Ability to thrive in a rapidly changing, dynamic environment
- Previous experience with QlikView, JIRA, Informatica, Advanced Excel, SQL experience a strong plus
- Previous experience with QlikView, JIRA, Informatica, SQL experience a strong plus
- Dynamic computer skills, including MS Excel, Visio, Business Intelligence, ALM, RSAM, HP Service Manager, Axiom and JIRA
- Accounting, Finance, Economics, Computer Science degree required, CPA/CFA a plus
- Proficiency in SQL and Tableau is expected