Management Reporting Analyst Job Description
Management reporting analyst
provides data and reports to Accounting and other departments within the Firm using various tools such as T-SQL, SQL Server Reporting Services (SSRS), Aderant Expert, Excel and Intellistat.
Management Reporting Analyst Duties & Responsibilities
To write an effective management reporting analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included management reporting analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Monitoring and analyzing the WIP account to ensure that negative WIP amounts are identified and substantiated through review of the underlying accounting
Reviewing and reconciling Accounts Receivable Securitization deal to ensure that the originators and administrator of the deal are booking entries in accordance with instructions from the Treasury department
Assisting in the Balance Sheet Review Process by making selections for the balance sheet review and analyzing balance sheet fluctuation explanations provided by various operating companies
Assisting in the Inter-company Profit & Loss Analysis by reviewing and transferring data from submission files provided from operating companies into the worldwide analysis file
Development of accounting entries for share transfers, tax restructurings, and acquisitions deals originated by the US tax department
Assisting group reporting, as needed
Assesses, researches, analyzes and documents sponsor/stakeholder needs in accordance with PMF, utilizing reporting tools, requirements
Assists in the preparation and delivery of presentations to business partners
Complete Solvency II client reporting in accordance with agreed standards and timetables
Prepare and maintain reporting catalogue and timetable
Management Reporting Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Management Reporting Analyst
List any licenses or certifications required by the position: ITIL, CFA, FRM, CISA, CAPM, PMP, CA, CPA, CIMA, CIMA/CPA/CA
Education for Management Reporting Analyst
Typically a job would require a certain level of education.
Employers hiring for the management reporting analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Business, Economics, Education, MBA, Computer Science, Statistics, Business/Administration, Management
Skills for Management Reporting Analyst
Desired skills for management reporting analyst include:
Access
Excel
SQL
Anaplan
Data mining concepts and approaches
Excel and PowerPoint
Both legacy product accounting and other supporting
Complex SQL query writing
KeyBank systems
Object Oriented Programming and Relational Databases
Desired experience for management reporting analyst includes:
Product knowledge of a range of asset class, such as Credit, Rates, Equities and Commodities, is preferred
Advanced analytical skills (ability to devise complex formulas & algorithms)
Ability to work in tandem with colleagues at all levels of the organization and obtain buy in to new concepts and processes
Working knowledge of variable and trend analysis, audits both operational and financial
Prior experience with technology implementation and training skills preferred
Bachelor’s or Master’s degree in Business or Finance related field
Management Reporting Analyst Examples
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Management Reporting Analyst Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of management reporting analyst. 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 management reporting analyst
- Aid in testing of developed reports
- Act as central point of contact for all regulatory mandates transitioning into operations
- Coordinate technology planning for regulatory efforts across GIM operations
- Operations representative for regulatory reporting forums
- Create, review and monitor the regional list of current and future regulatory reporting
- Key stakeholder in regional programs that impact regulatory reporting
- Engage with partners to assess impact of new and proposed changes in the regulatory landscape
- Implement regionally the global policies & procedures and control framework
- Liaise with Global Head & other Regional Heads to implement a quality assurance framework for new and existing reporting requirements
- Partner with Global Head & other Regional Heads to develop a framework for implementation of new regulations, resolution of issues identified, sample testing and overall oversight
Qualifications for management reporting analyst
- Knowledgeable in the different source systems
- Proficient with Office tools
- Some financial industry experience
- Exposure to Global Markets products
- Liaise effectively with all levels of staff, in the front office, Finance, and IT
- Database and Query skills preferred
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Management Reporting Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking for a management reporting analyst. 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 management reporting analyst
- Working in partnership with regional and divisional Compliance Officers to ensure consistency across the Compliance department
- Producing other regular MI as required
- Challenging data quality and making process improvements based on your own observations and analysis
- Providing data analysis for EMEA & GB teams as required
- Assisting the Global & EMEA COO and the Regional Head EMEA & GB Advisory Co-ordinators with the performance of their responsibilities as directed
- Conducting divisional administration/business management for the UK Compliance team
- The ability to write Visual Basic for Applications
- A basic level of knowledge in global banking and/or compliance
- Monthly management reporting experience
- Organised and attentive to detail in your approach to work
Qualifications for management reporting analyst
- Completion of University degree in Finance or Accounting, complemented by a recognized professional designation (CPA)
- A minimum 3 years' experience in a similar position involving both reporting and analysis in a large, highly-matrixed organization
- University or post-graduate degree preferably in business or technology
- Significant attention to detail in both production or when checking reports
- Ability to work well under pressure and multitask to deliver on deadlines
- Prioritisation of outputs to meet varying client needs
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Management Reporting Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of management reporting analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for management reporting analyst
- Consults with internal experts and utilizes their own experience to determine appropriate data and analysis to be performed
- Evaluates and validates data by comparison to related standard reports and reviews with experts
- Consults with management on sources and time frame of data gathered to fully evaluate the analysis and determine other approaches for presentation of information
- Develops an understanding of performance metrics, designs reports and performs analysis to track and evaluate effectiveness of process changes
- Will work across the UM department and Medical Economics in a matrixed environment
- Will be involved in new projects as appropriate (as they arise)
- Help develop solutions to ensure standardization of process, which may require ingenuity and creativity
- Financial Analysis and Reporting – Prepares monthly, quarterly, annual and ad hoc financial analyses and reports
- Management Reporting – Working with the Budget and Financial Systems group, the Analyst designs, implements and maintains budget databases utilized for budget development, forecasting and reporting
- Budget Forecasts and Financial Analyses – Assists in the development of revenue and expense forecasts
Qualifications for management reporting analyst
- Demonstrated success working within a team environment
- Certified Public Accountant (“CPA”) or working towards CPA designation
- Specialization in Communications and Media
- Improve quality and timeliness
- Demonstrated experience in regulatory and control environments
- Strong working understanding of regulatory landscape and implications
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Management Reporting Analyst Job Description
Job Description Example
Our company is searching for experienced candidates for the position of management reporting analyst. 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 management reporting analyst
- Analyze contact center and agent historical performance
- Leads weekly and daily staffing review meetings with management and other analysts detailing previous and current week’s performance and forecasted performance for current and future weeks (identifies risks)
- PEZA Regulatory Permits and Liquidations
- Business Permits and Licenses
- Ensure the timely, complete and correct preparation of monthly management accounts in line with Group reporting timetables
- Consolidation in Hyperion Financial Management to prepare a consolidated group P&L, a consolidated group cash flow statement divisional performance overviews
- Support the monthly bank reporting process including covenant calculation and reporting
- Maintain a comprehensive Group management reporting structure aligned with business requirements
- Maintain strong relationships with divisional Management Reporting, Planning and Analysis teams globally and provide guidance in terms of Group management reporting processes
- Align matters of financial reporting with the Group Accounting team
Qualifications for management reporting analyst
- Separately Managed Account or financial service experience preferred
- Experience in a 'Business Analyst' type of position - the ability to translate business user requirements into technical requirements, author procedure manuals, manage change control processes
- Previous experience of working with performance data
- Qualified accountant with experience in the financial services industry preferably within the investment management business and in a business facing/commercial role
- Ability to partner effectively with peers, line managers, senior business managers and overseas partners
- Highly numerate with strong analytical and organisational skills and considerable attention to detail
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Management Reporting Analyst Job Description
Job Description Example
Our company is hiring for a management reporting analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for management reporting analyst
- Prepare trading analyses based on the budget and prior year and prepare trading commentaries
- Prepare ad-hoc financial decision-making information for senior Group management
- Pro-actively drive change in both financial and non-financial reporting in order to improve visibility and decision-making in a fast-changing business environment
- Support the Group budgeting, forecasting and strategic planning process
- Super user for specific Oracle functionality
- Support the development of a plan to expand oversight of MDM areas in non-ERP systems
- Accurately forecast call volume trends based on historical trends, exceptions for seasonality/holidays and business/marketing events
- Support to UKAM CFO region covering reporting, forecasting, planning and restatements
- Support activity across the UK reporting nexus for AM Business lines
- Support deep dives into revenue, cost and Transfer Pricing completeness
Qualifications for management reporting analyst
- Flexible approach towards changing work methods and variable workloads
- Requires a minimum of 3-5 years of related experience in Educational Publishing
- Requires working knowledge of bug tracking software, underlying relational database logic, and/or digital publishing workflows
- Investment accounting knowledge
- Strong ability to synthesize information and adapt it to meet the needs of the audience
- Specialized knowledge of Compliance/AML strongly preferred