Management Reporting Job Description
Management reporting
provides technical accounting guidance and work collaboratively with US accounting teams to streamline processes and to ensure all controlling and financial accounting functions comply with IFRS and the URW Accounting Manual.
Management Reporting Duties & Responsibilities
To write an effective management reporting job description, begin by listing detailed duties, responsibilities and expectations. We have included management reporting job description templates that you can modify and use.
Sample responsibilities for this position include:
Maintaining evidence supporting issue closure
Ensuring the collection, analysis and reporting on historical contact centre performance statistics
Collaborates closely with service leaders and other internal business partners (Implementation, BES, Technology, Sales, HR, Finance, ), to ensure alignment of activities and priorities
Coordinating efforts with technology projects (e.g., business requirements, user acceptance testing
Performing Intercompany Dividend reconciliation
Assisting in the Balance Sheet Review Process
Assisting in preparation of annual report, 20F, and 6k
Assisting group reporting where applicable
Analyse the Service Desk Ticket data to determine each Strategic Service Provider’s performance against the Incident and Problem Service Levels
Create exception reports and remediation plans when performance against Service Levels indicates Service Provider and/or Strategic Service Providers underperformance or breach
Management Reporting Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Management Reporting
List any licenses or certifications required by the position: CPA, CFA, PMP, FRM, MBA, ITIL, CISA, LEAN, SAML, SSL
Education for Management Reporting
Typically a job would require a certain level of education.
Employers hiring for the management reporting job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Economics, Business, Education, MBA, Business/Administration, Computer Science, Finance/Accounting, Statistics
Skills for Management Reporting
Desired skills for management reporting include:
Excel
Accounting
SQL
Access
US GAAP
Essbase
IFRS
Excel and PowerPoint
Microsoft Office
Related work experience
Desired experience for management reporting includes:
5-10 years experience in project implementation
Outstanding ability to analyze problems and exercise sound and balanced judgment
Aggressive/able to pursue and resolve obstacles encountered
Newly Qualified CA
Ideally from a BIG 4 Financial Services Audit background
You will be CA or CPA qualified
Management Reporting Examples
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Management Reporting Job Description
Job Description Example
Our company is looking for a management reporting. 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 management reporting
- Ensure that Root Cause Analysis for Incidents correctly identifies the responsible Strategic Service Provider so that Service Credits and equivalent service credits under other agreements are correctly calculated and apportioned
- Support Astellas in the design, development, implementation and continuous improvement of the Service Level Management tool
- Populate the Service Level Management tool to deliver service measurements from the Service Provider and Strategic Service Providers
- Responsible for organizational entity changes and management, ensuring that all organization changes are correctly and accurately captured
- Provide headcount reporting and management support
- Responsible for Statement of Work (SoW) management and MyShop coding process
- Provide Ad hoc support on financial planning, change control and financial management processes when necessary
- Providing headcount reporting & management support to RFDAR & CRO Change function and its senior managers
- Create and manage NIE and cost analytics for input into monthly, quarterly and forecast/plan presentations
- Manage the accuracy and timeliness of all cost drivers used for reporting actuals planning and forecasting
Qualifications for management reporting
- Exceptional alliance building, influencing and organization navigational skills
- Strategic thinker with a strong business acumen
- Charismatic and positive nature with the ability to build strong business relationships and influence at every level
- A minimum 10 years' experience in a similar position at a large, highly-matrixed organization, complemented by a minimum of 5 years of Team management
- Able to select, interpret and present financial results with simplistic impactful messages, with minimal wording and complication
- Must be willing to work out of an office in Stamford
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Management Reporting Job Description
Job Description Example
Our company is growing rapidly and is hiring for a management reporting. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for management reporting
- Application of income tax reporting guidance (ASC 740) to different fact patterns in order to determine the appropriate U.S. GAAP accounting
- Initial access to a pool of tax provision managers and analysts with which to leverage for preparation tasks
- Conceptualize short-term solutions to stabilize data reporting by use of excel or other tools, including macro to facilitate reporting needs
- Collaborate with O&T and Functions partners to design, develop and implement approaches to improve transparency of costs proactively improve the reporting capability within O&T Finance and financial systems
- Of the offshore and limited on shore resources
- Able to work well under your own initiative
- Solution driven and a creative problem solver
- Diplomatic in your approach
- The primary responsibility of driving execution of the Organizational Design and Performance work stream, the Workforce Management Lead will also support the rest of the Workforce Management team
- Works with management to obtain an understanding of processes and issues to be evaluated, gathers and presents data, and analysis necessary for management evaluation
Qualifications for management reporting
- Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill
- Minimum 2 years FCSD Analytics knowledge
- Minimum 2 years Teradata knowledge
- Minimum 1 year knowledge of FCSD applications, specifically UDB, IBIS and WADR
- Minimum 1 year knowledge of FCSD downstream interfaces
- 2 years knowledge of all AM processes
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Management Reporting Job Description
Job Description Example
Our growing company is looking to fill the role of management reporting. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for management reporting
- Coordinates monthly global management reporting, providing KPI results for both divisional consolidated reporting
- Calculates FX impacts on divisional and global reported results forecasted impacts for future periods
- Analyze business transactions and articulately document income tax provision impact in memorandum form
- Develop tax provision reporting packages and analytics for specific finance stakeholder groups
- Collaborate with cross-functional teams to create scalable calculation models in order to appropriately record quarterly financial statement impact of tax positions
- Identifies variances to budgeted revenue and expenses
- Perform Monthly Capacity planning across all teams
- Publish weekly/monthly reports to stakeholders on a timely basis
- Demonstrate strong attention to detail, focusing on financial integrity, consolidation, alignment, and consistency in “look and feel” deliverables
- Support annual planning process, including investigation of trends, model projections, sensitivities, metrics and preparation of presentation decks
Qualifications for management reporting
- Experience defining and implementing project management standards
- Financial planning and budgeting for technology programmes and operations
- Formal Programme and or project management certification PMI or Prince2
- Good understanding of IT infrastructure and application structures
- Experience of working in an ITIL customer service environment
- IT literate in using standard office products and can learn/adapt quickly to use other tools required to complete the role
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Management Reporting Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of management reporting. 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 management reporting
- Continuously develop and enhance key reporting tools and processes by exploring, identifying, and implementing reporting, analysis, and process solutions
- Collaborate and support Board Reporting, Planning Centre of Expertise, Expense Management Shared Service Centre teams, as required
- Support various ad-hoc requests and approach new work with curiosity and creativity
- Build and leverage relationships with partners and stakeholders, by understanding their issues and challenges, consulting and developing an effective resolution, and exercising influence to ensure all moving parts are aligned
- Creating the new MIS / Management Reporting database and visualization strategy for the company
- Developing a culture across the company focused on data visualization and rapid understanding of KPIs, trends and thresholds sense of urgency to address critical risks
- Leading the automation, industrialization and change management roadmap for the new Management Reporting based on the company's requirements with buy-in from Head Office
- Representing MIS / Management Reporting on the Data Quality Steering Committee
- Oversee stress testing controls on data quality and model behavior
- Manage production issues including system feed issues, manual adjustments and follow up data enhancements with system projects
Qualifications for management reporting
- Minimum 10 years mainframe experiences, including COBOL, JCL, CA7, DB2, SQL
- At least 4 years experience in Project Mananger
- At least 4 years experience in PMP
- An Investment Bank, Private Bank / Wealth Management or consultancy background, with a good understanding of program management within the Financial Services industry
- 6+ years experience in Management Reporting and performance management gained in a financial institution
- Sound financial analytical skills and technical accounting knowledge
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Management Reporting Job Description
Job Description Example
Our innovative and growing company is hiring for a management reporting. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for management reporting
- Assist in regulator reviews and internal audit reviews
- Participate in projects of system automations and enhancements, model user-acceptance-testing (UAT)
- Oversee daily 3G Liquidity Reporting for the Federal Reserve
- Participate in projects of control framework on stress testing reporting
- Develop, implement and maintain a governance framework for compliance-relevant management information reporting and escalation
- Identify reporting requirements and develop material compliance metrics and key risk indicators
- Design streamlined and holistic reporting visuals such as dashboards and/or heat maps
- Provide ongoing and periodic compliance management reporting to senior management, regulators and the Audit and Risk Committee (ARC) of the Board
- Develop, implement and maintain an effective program of continuous monitoring for assigned areas, including monitoring of key metrics to identify control issues and adverse trends
- Manage various systems and develop ways to homogenize data which comes from multiple platforms in different formats
Qualifications for management reporting
- Completion of University degree in Finance or Accounting, complemented by a recognized professional designation (CA, CPA, CGA, CMA)
- Advanced skills required in Hyperion Smartview Applications, Excel, and Power Point
- Experience with Balance Sheet, Capital Management and Controls & Governance in a banking environment are a plus
- Strong interpersonal and communication skills, ability to liaise effectively with key internal senior stakeholders across various levels in the organization
- Flexible, able to prioritize, shows strong attention to detail, works to tight timeframes and manages multiple deliverables
- Have a hands-on approach