Analysis & Reporting Resume Samples
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Analysis & Reporting Resume Samples
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BS
B Satterfield
Bridie
Satterfield
27254 Linda Club
Detroit
MI
+1 (555) 245 0577
27254 Linda Club
Detroit
MI
Phone
p
+1 (555) 245 0577
Experience
Experience
San Francisco, CA
Analysis & Reporting Analyst
San Francisco, CA
Bahringer and Sons
San Francisco, CA
Analysis & Reporting Analyst
- Assist and support the department with project management activities, including creating and supporting process maps as necessary
- Provide support to Nielsen client teams by responding to ad-hoc data requests, answering questions, and providing analysis
- Analyze data to prove hypothesis and make recommendations for improvement
- Develop customer centric metrics across Commercial Operations with performance thresholds aligned to industry benchmarks
- Define, implement and monitor internal data quality Key Performance Indexes
- Develop clear, accurate and timely reporting solutions for both internal and external customers
- Combine data from multiple data sets to provide a comprehensive picture and analysis of client usage and trends
Philadelphia, PA
Manager Analysis & Reporting
Philadelphia, PA
Ward LLC
Philadelphia, PA
Manager Analysis & Reporting
- Active involvement in the development of management reporting and planning systems and tools
- Perform and present the results of complex statistical, cost and financial analysis of data
- Maintain, review and constantly improve existing reporting sets and dashboards
- Develop financial reports and dashboards for forecasting, trending and results analysis
- Manage the consolidation of annual operating plan and monthly forecast data
- Manage the compilation of global cost saving and capital expenditure data
- Monitor Business partnering KPIs and proactively alert management about any issues and potential risks
present
Houston, TX
Manager, Marketing Analysis & Reporting
Houston, TX
Rice-Kunze
present
Houston, TX
Manager, Marketing Analysis & Reporting
present
- Manage the development of modelling and profiling for each study and tactic, working with external vendors, analytics and other internal teams
- Develop test strategies across all tactics working with channel owners to implement, track and measure
- Develop tracking and measurement reports to support channel owners to optimize tactics, including regular reporting of KPI’s, performance against KPI’s and forecasting
- Report and analyze marketing performance per project and provide insights on variances to plan – liaise with all stakeholders and colleagues to influence program based on the insights provided
- Work across all media and channels to create in and post campaign response tracking and R.O.I. as well as a more detailed campaign response analysis. Use analyses to design strategies for future campaigns
- Identify and escalate opportunities to improve performance in all tactics
- Develop audience profiles for external data vendors selections and work with vendors to analyze response and refine targeting
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
The University of Kansas
Bachelor’s Degree in Business
Skills
Skills
- Project and Time Management Skills; well-organized, structured approach, ability to achieve tight timelines on complex deliverables
- Knowledge of basic statistics analysis methodology
- Knowledge of Commercial Bank, Digital (formerly Corporate Internet Group), and Treasury Services data systems and system interactions a strong
- Ability to form strong relationships with external and internal data providers
- Proficiency in Microsoft Office applications, including PowerPoint
- Ability to be flexible, follow tight deadlines, organize and prioritize work
- Proficient in MS Word, Excel, Access, and PowerPoint
- Analytical; excellent understanding of how to use data to solve business problems
- Strong Analytical and computer skills
- Establish written procedures for key functions to enable cross-training and contingency planning
15 Analysis & Reporting resume templates
Read our complete resume writing guides
1
Data Analysis & Reporting Group Supervisor Resume Examples & Samples
- Manage and handle the day-to-day activities of preparing, mining and analyzing data, developing reports, charts, summaries and making recommendations
- Research and develop new predictive (regression) analytics methods and approaches that facilitate decision making
- Present analysis results, methods and findings to internal and external stakeholders, verbally and in written format
- Work with web developers to implement data analysis, scorecards and benchmarking tools
- Plan and organize work activities, mentor and manage junior team members
2
Director, Marketing Analysis & Reporting Resume Examples & Samples
- Support franchise planning via development and implementation of ongoing performance analysis and reporting
- Financial summary and competitive insight dash-boards
- Support digital ecosystem platforms (website, social media, webseries, direct 2 consumer/CRM) via development and implementation of ongoing performance analysis and reporting
- Establish agreed-upon benchmarks and KPIs (Key Performance Indicators)
- Monitor and report on digital platform performance and trends
- Support marketing initiatives via campaign and program performance analysis and reporting
- By marketing program (earned media, media, co-op, promotion, giveaways, conventions and trade shows)
- Establish “best-in-class” standardized reporting formats and manage distribution lists
- Execute additional analysis and reporting projects as assigned
3
Team Head Risk Analysis & Reporting Retail & Corporate Resume Examples & Samples
- Lead a motivated and skilled team of nine risk reporting and data experts
- Create, update and enhance management and governance risk reports (standard and ad-hoc) for the attention of Senior Management, Risk Committees, Risk Officers, Regulators, internal and external Auditors etc
- Create ad-hoc evaluations and analyses
- Data sourcing with SQL and/or SAS coding
- Other assistance for relevant projects (data infrastructure improvements, enhancement of analysis capabilities and development of new standardized analysis)
4
VP-var Analysis & Reporting Resume Examples & Samples
- Production of daily VaR reports for several legal entities and analysis of changes in risk profiles
- Coordinate with Risk Analytics and Market Risk Managers to keep abreast of model changes and trading activity
- Leverage, and maintain relationships across varying levels of management and function and partner with internal
- The ideal candidate will have a BS or BA but a masters and or CF AlFRM are preferable
- 5+ Years of market risk experience, with 2+ years preferably in the area of Market Risk Reporting and VaR
5
VP Planning, Analysis & Reporting Resume Examples & Samples
- Assisting a Director in delivering / coordinating tax input on strategic projects including project management (coordinating with colleagues within Tax and other functions) and review of programme proposals,
- Managing delivery of key aspects of the planning and reporting processes including
- Working with other stakeholders (Finance, Treasury, Businesses)
- Developing analyses and identifying risks and opportunities for decision/action
- Reflecting ongoing structural reform / change and strategic realignment
- Partnering with business / cluster Finance BP&A teams in tax planning / forecasting events; presenting tax results to Business CFO’s
- Maintaining relationships with regional tax teams, coordinate/agree requirements and review/challenge country outputs
- Maintaining relationships and working with Group Treasury and Regulatory Reporting teams; providing input to regulatory returns and capital plans
- Commercially minded finance professional with strong skills in tax and accounting and with the credibility and confidence to operate in a large, complex and rapidly changing organisation
- Practical and delivery focussed
- Attention to detail; confident in technical analysis but able to see the bigger perspective
- Ability to distil complex tax analysis to inform business decisions and to articulate tax issues effectively for non-tax specialist colleagues
- Good knowledge of UK tax
- Awareness and practical experience of international tax
- Good level of knowledge of relevant IFRS, in particular IAS 12
- Previous experience working in a multinational group advantageous
- Experience of financial / tax processes and systems advantageous
- Excellent communicator with the ability to build good working relationships with a variety of teams across Barclays. should have excellent written and verbal English language skills
- Able to coach and develop, act as a role model for junior members of the team
- Able to collaborate effectively with colleagues within and outside the immediate team and department
- Organised and fast learner
- Ability to manage time effectively to consistently deliver against target
- Ability to seek out and suggest areas for process improvement
- Attention to detail, concern for quality, ability to multi-task, assertive, customer focussed
- ACA (or equivalent)
- Financial services experience preferred but not essential
6
Analyst, Portfolio Analysis & Reporting Resume Examples & Samples
- Learn about our real estate team’s complex, systematic investment process, markets invested in, financial instruments used and the reporting processes that support Oaktree’s portfolio management teams, clients, related consultants and prospects
- Assisting Reporting & Analytics team with data needs and research to support standard and ad hoc reporting processes and execution
- Conducting analysis and compiling supporting documentation related to QA testing
- Mastering system technology to learn to create data extracts for reporting purposes. Reviewing financial data for various Oaktree portfolios and developing charts and tables for presentations and publications
- Preparing ad hoc and quarterly standard reports and participating in the research, design and creation of new reports
- Coordinating, to the extent needed, the production of reporting content needed from other Oaktree departments, including Legal, Compliance, Accounting, Valuation and Marketing
- High attention to detail, superior organizational skills and the ability to time- manage complex, diversified work streams across multiple departments effectively and accurately
- Possess strong initiative, dedication and a strong work ethic
- Internships within the financial services industry highly preferred
- Advanced Excel skills – pivot tables, macros, lookups, “what-if” statements
- Access and SharePoint experience a plus
- A strong interest in real estate finance, highly analytical and willing to learn about a large number of diversified investment strategies
- Employer immigration sponsorship is NOT available for this role*
7
Analysis & Reporting Analyst Resume Examples & Samples
- Populate Loan Sizing Models
- Research Borrowers
- Research sub markets
- Research rental and sales comparables
- Pull LOI documents
- Input data into loan systems
- Prepare property photo templates
- Research and Prepare large deal summaries -Track and Log deal flow -Research and compile actionable marketing data
- Detail oriented -Excellent oral and written communication skills
- Strong Excel, Power Point, Word
8
Ccar Global Market Shock Analysis & Reporting Lead Resume Examples & Samples
- Work with Head of Scenarios and Head of GMS program to set ups tress test scenarios
- Work with risks clusters, Head of GMS Program and front office to run GMS
- Work with risks clusters and front office, assess, analyze and challenge losses arising due to market shocks
- Review and aggregate results model and methodologies documentation to be submitted to regulators
- Support any GMS CCAR Challenger modeling initiative
- Work closely with audit and model validation teams in order to find and improve weaknesses in CCAR Global Market Shock models
- Mentor and train junior team members
9
Manager, Planning, Analysis, & Reporting Resume Examples & Samples
- Manage and prepare the consolidation of the quarterly forecast of Total Adjusted Capital and RBC for all domestic insurance companies
- Manage and prepare the calculation of quarterly actual RBC by Profit Center
- Preparation and analytics of the annual RBC filings
- Support analysis of results and preparation of senior management reporting packages
- Assist in the monitoring and understanding of pending transactions and accounting issues as well as industry and regulatory developments to assess the potential impact on statutory results and capital
- Manage and implement enhancements to Clarity RBC and Consolidation models, including collaboration with BUs and ESFS to test model changes prior to roll-out
- Manage Planning & Analysis Specialist in completion of unit deliverables
- Other ad hoc requests, such as inquiries from regulators, the NAIC, or our business partners, which includes Treasurers, Actuarial, Tax, and Asset and Liability Management (ALM)
- Strong analytical skills, including the ability to pay close attention to details
- Strong PC skills, including Excel and PowerPoint
- Ability to manage and develop staff
- Ability to manage multiple projects and effectively prioritize
- Ability to effectively partner and build relationships
- Undergraduate/Graduate degree in business (accounting preferred)
- Prior experience in FP&A or Financial Reporting a plus
- Experience with Prudential Financial Systems preferred but not required (SQB, FDW, Clarity)
- Overtime is required during peak reporting and forecasting periods and in cases of special deliverables
10
Analysis & Reporting Analyst Resume Examples & Samples
- Produce monthly, quarterly, and ad hoc reports, perform segmentation analysis, identify trends, and provide results to product teams. Provide data to guide customer education decisions with an end goal of increased online adoption and usage. Create enrollment and servicing dashboards for executive review
- Perform analysis to assist in the creation of business case and scoping documents. Provide reports that guide cost/benefit analyses and requirements gathering resulting in business plans for new initiatives in the Commercial Bank
- Gather requirements, perform data analysis, and provide user friendly reports to resolve service-related issues
- Identify opportunities for client acquisition and service adoption
- Identify, analyze, and interpret trends or patterns in large and complex data sets
- Combine data from multiple data sets to provide a comprehensive picture and analysis of client usage and trends
- Develop and maintain databases and data systems necessary for projects and department functions working with partners from technology and other lines of businesses
- Analyze and problem solve issues with current and planned systems as they relate to the integration and management of client data (for example, review for accuracy in record merge, unmerge processes)
- Monitor for timely and accurate completion of select data elements (for example, client enrollments)
- Analytical; excellent understanding of how to use data to solve business problems
- Project and Time Management Skills; well-organized, structured approach, ability to achieve tight timelines on complex deliverables
- Ability to form strong relationships with external and internal data providers
- Knowledge of Commercial Bank, Digital (formerly Corporate Internet Group), and Treasury Services data systems and system interactions a strong plus
- Bachelor's in Information Management, Finance, Accounting, Computing, Mathematics, Statistics, or related fields
- Previous data analyst experience
11
CTL Analysis & Reporting Analyst Resume Examples & Samples
- Prepare production forecasts and maintain related model
- Regional performance reporting and analysis, including staffing and productivity
- Development and preparation of banker scorecards
- End-to-end problem-solving support including data collection, analysis, recommendation, and resolution management
- Prepare materials for monthly executive reviews
- Assist with preparation of budgets and other business planning activities
- Drive process improvement and efficiencies in data environment, process flow, and reports
- Develop new reporting metrics to encompass changing business needs
- Ensure data accuracy
- Sales Manager ad hoc support
- 2 years of related reporting and analysis experience – experience with commercial lending processes preferred
- Flexibility in a rapidly changing environment
- Willingness to learn and challenge the status quo
- Strong Excel, MS Access, Business Objects and Oracle SQL skills
12
Associate, Portfolio Analysis & Reporting Resume Examples & Samples
- Successfully deliver analyses and reports to clients, prospects, consultants and investment teams by understanding Oaktree’s complex, systematic investment process, markets invested in, financial instruments used and reporting processes
- Evolve our reporting suite in response to, and in anticipation of, client and industry demands
- Coordinate, to the extent needed, the production of reporting content needed from other Oaktree departments, including Legal, Compliance, Accounting, and Marketing
- Master system technology to learn to create data extracts for reporting purposes. Review financial data for various Oaktree portfolios and develop charts and tables for presentations and publications
- Serve as a subject matter expert and resource to Sales Representatives, Portfolio Managers and Client Services
- Ability to operate independently on short and long term goals
- Excellent interpersonal skills with the ability to leverage firm wide resources in an effective and judicious manner
- Detail-oriented and a natural problem solver; have the resolve to independently research problems and offer solutions
- Organized and able to manage multiple projects with differing priorities to meet deadlines
- Team-oriented and must possess strong integrity and professionalism and share Oaktree’s common goal of excellence
- Passion for improving systems and processes
- Internship experience at an Asset Management company, Investment Bank or other related financial services company
- Familiarity with credit instruments (high yield bonds, senior loans and convertible securities) is preferred
- Knowledge of relevant reporting outputs and metrics including portfolio accounting, performance reporting, risk metrics and portfolio characteristics
- Familiarity with different reporting perspectives: Region/Country breakdown, industry breakdown, maturity distributions, credit quality ratings
- Comfortable and capable of working with portfolio managers, prospects and clients to understand and define reporting requirements
- Experience analyzing financial data and metrics with sufficient familiarity to recognize potential issues
- Experience managing and manipulating large amounts of data in Microsoft Excel
13
Director, Analysis & Reporting Resume Examples & Samples
- Must have at least a Bachelor’s degree, preferably with concentration in business
- Must have at least 6 years prior work experience performing business analysis and accounting. Client service experience is a plus
- Must have at least 4 years’ experience working in JDE; SAP competence is a plus
- Must be technically competent with Business Objects and SQL
14
Benefits Analysis & Reporting, VP Resume Examples & Samples
- Analyze and report on the financial, clinical and operational performance of the JPMorgan Chase U.S. Health Care & Insurance Plans on a quarterly and annual basis
- Preparation of monthly health care Executive Management Report (EMR)
- Partner with the Benefits Design Team to suggest/support benefit design recommendations and various deliverables including Performance Guarantee results, carrier comparison analysis and benchmarking/survey participation
- Partner with Wellness team on key initiatives such as managing annual biometric screening/health assessment campaign reporting, benchmarking/survey participation and NBGH’s Best Employers for Healthy Lifestyles application
- Build relationship and partner with our financial consultants and vendors to monitor the performance of HC&IP’s
- Research, and possible implementation of, health care data warehouse vendors; partner with internal Procurement area on this initiative
- Meeting preparation with medical and pharmacy vendors (quarterly business reviews and deep dive meetings, lead weekly/bi-weekly vendor reporting calls, annual working session with medical vendors to review reporting needs)
- Preparation of annual medical plan results deck to review with Benefits organization and senior executives
- International responsibilities include monthly reporting on defined benefit and defined contributions plans, and management of a database/reporting platform that assists in managing information on the design, financing, and administration of international benefits programs
- Minimum 3 years in corporate benefits, benefits consulting or health plan/health insurance field
- Advanced knowledge of Microsoft Excel, and PowerPoint
- Strong analytical skills; ability to find trends in data and draw thoughtful and meaningful conclusions from that data
- Knowledge of benefits plans, particularly U.S. health care and insurance plans
- Ability to work in a fast-paced, time sensitive work environment, while producing a quality work product
- Ability to multi-task, work independently, meet deadlines, and manage multiple deliverables
- Strong and effective verbal and written communication skills, including strong presentation skills
- Ideal to have large firm experience (10,000 plus employees)
15
Head of NAM VaR Analysis & Reporting Resume Examples & Samples
- Monitor, analyze and report VaR for Citigroup and NAM legal entities
- Support production and analysis of the Basel market risk metrics, with focus on VaR, SVaR, CRM and Securitization
- Support production and related analysis of the Market Risk Trading Portfolios section of quarterly 10Q and annual 10 K
- Support Risk Not in Model production and analysis
- Present results to senior audience
- Improve production and reporting processes to ensure accuracy and improve automation
- Coordinate system enhancements with IT
- Coordinate audit reviews
- The ideal candidate will have a Master Degree in addition to CFA or FRM
- 7+ Years of market risk experience
- Superior people management skills, project management skills, & communication skills
- Ability to work under a fast paced and chaotic environment with tight deadlines
- Superior Microsoft Access, Excel, and Presentation skills are required and VBA / SQL are a plus
- Good understanding of the Basel market risk rules
- Ability to clearly and concisely present complex information to senior management in an effective & concise manner
16
Analyst, Portfolio Analysis & Reporting Resume Examples & Samples
- Successfully deliver analyses and reports to clients, prospects, consultants and investment teams by understanding Oaktree’s complex, systematic investment process, markets invested in, financial instruments used and reporting processes
- Evolve our reporting suite in response to, and in anticipation of, client and industry demands
- Coordinate, to the extent needed, the production of reporting content needed from other Oaktree departments, including Legal, Compliance, Accounting, and Marketing
- Master system technology to learn to create data extracts for reporting purposes. Review financial data for various Oaktree portfolios and develop charts and tables for presentations and publications
- Serve as a subject matter expert and resource to Sales Representatives, Portfolio Managers and Client Services
- Conduct, as necessary, competitor analysis, performance contribution/attribution analysis, and other reports at the request of members of Marketing, Client Relations and the Investment Teams
- Internship experience at an Asset Management company, Investment Bank or other related financial services company
- Familiarity with credit instruments (high yield bonds, senior loans and convertible securities) is preferred
- Knowledge of relevant reporting outputs and metrics including portfolio accounting, performance reporting, risk metrics and portfolio characteristics
- Familiarity with different reporting perspectives: Region/Country breakdown, industry breakdown, maturity distributions, credit quality ratings
- Comfortable and capable of working with portfolio managers, prospects and clients to understand and define reporting requirements
- Experience analyzing financial data and metrics with sufficient familiarity to recognize potential issues
- Experience managing and manipulating large amounts of data in Microsoft Excel
17
Network Design Analysis & Reporting Analyst Intern Resume Examples & Samples
- Coordinate project activities:conduct light project management or coordination; build basic milestone and task plans; follow up on action items and escalate as needed; write project summaries and meeting minutes; assist engineers with documentation including business requirements documents
- Build and analyze reports for project implementations:log into various systems to build simple reports that may include event logs, asset lists, identification of users on various systems, etc.; analyze reports to identify trends, build inventories, and identify anomalies
- Audit systems for reporting accuracy and functionality:analyze configurations to see what ports or services are up/down/active/not active; review functional specs vs actual performance to audit the delivery of vendor products or services
- Build documentation for the team:assist in building high level WAN / MAN drawings in Visio; reconcile site lists with drawings; update drawings after network changes take place
- Identify new, effective ways for the team to collaborate and share information
- Microsoft Office (Word, Excel, Outlook, PowerPoint)
- Ability to generate and analyze reports in Excel; ability to learn how to run reports in various systems
- Ability to work with and without direct supervision
- Attention to deadlines
- Strong interest in either project management or engineering (or both)
- Visio (or ability to learn basic Visio)
- High level / conceptual understanding of IT infrastructure (networks, telecommunications, servers, storage)
- High level / conceptual understanding of LAN, MAN, WAN, IP, Internet, OSI model, switching, routing, voice services, wireless, mobility
- Ability to translate instructions into deliverables, understanding both the detailed and big picture view
- Degree in progress in engineering, technical project management, or MIS. Degree specific to computer science, networking, MIS, or telecommunications preferred
18
Strategic Real Estate Analysis & Reporting Finance Business Partner Resume Examples & Samples
- Review financial models to support management decision-making on numerous real estate transactions
- Financial analysis including Sale/Lease Back, Dispositions, Consolidations, Acquisitions, Renewals, Subleases, Data Center build-outs, ensuring total compliance with Firm Policies and US GAAP
- Analytical support of Net Present Value (NPV) and associated annual cash flows (before tax), book and tax accounting treatments, and the resulting impact upon the income statement for Morgan Stanley
- Assessment of impaired Real Estate assets in calculating the reserve "charges"
- Lead the quarterly Forecast and the annual Budget processes
- Partner with MS segments on a monthly basis to track actual costs vs their targets and communicate any major variances
- Responsible for development of a multi-year Real Estate strategic plan Ensure proper methodology for business unit allocations
- Automate various manual processes by leveraging our tools and systems
- Develop new reporting platform to provide clients with a self-service reporting tool
- Work closely with other departments, clients and vendors
- Review and consolidate information from EMEA, Asia and Japan regions
- Ad hoc reporting and financial analysis
- Bachelor's degree in a related field (Finance, Accounting, Business, Economics, etc.)
- Minimum of ten years of work experience in the financial or commercial real estate industry
- Knowledge of lease, reserve and fixed asset accounting a plus
- Knowledge of real estate financial modeling
- Demonstration of strong attention to detail with excellent organizational skills
- Ability to meet tight deadlines, work in a team environment, prioritize work, and handle multiple tasks
19
Credit Risk Analysis & Reporting Specialist Resume Examples & Samples
- 3+ years experience in risk, audit or compliance
- Strong communication, organization, presentation, analytical and leadership skills
- Builds broad-based business relationships across the organization. Skillfully influences peers and colleagues to promote and sell ideas. Proactively surfaces and resolves conflict with minimal noise
- Proficient in Microsoft Excel & Powerpoint
- Strong business and financial acumen
20
Survey Data Analysis & Reporting Resume Examples & Samples
- Strong SQL/SAS skills with solid understanding of RDBMS
- Good knowledge of MS office Suite especially Excel
- Experience with survey data will be an added advantage
- Strong process and control design skills to ensure compliance with Citi information security requirements
- Strong Team player. Ability to co-ordinate with multiple technical and business teams
- 3 - 5 years of overall work experience. Exposure to Banking/Financial services sector desirable
- Engineering, Computer science degree
- Post graduation: MTECH/MBA/MS/MCA from a reputed institute will be a plus
- Technical experience and understanding of databases, underlying technologies is a must have requirement for this role
21
Analysis & Reporting Analyst Commercial Bank Real Estate Term Lending Resume Examples & Samples
- Populate Loan Sizing Models
- Research Borrowers
- Research sub markets
- Research rental and sales comparables
- Pull LOI documents
- Input data into loan systems
- Prepare property photo templates
- Research and Prepare large deal summaries -Track and Log deal flow -Research and compile actionable marketing data
- Bachelor's Degree required; with a Finance, Economics or other analytical major preferred
- Strong Excel, Power Point, Word knowledge/experience
- Flexibility in a rapidly changing environment
- Detail oriented
- Results oriented and deadline focused
- Willingness to learn and challenge the status quo
22
Analysis & Reporting Resume Examples & Samples
- Develop dynamic/interactive reports, dashboards and scorecards using SQL Server Reporting Services
- Work with Technology partners to develop a long-term BI roadmap
- Fulfill ad hoc requests for data, analytics and reporting
- Liaison with other reporting and analytics teams (internal to Commercial Banking and external) to identify opportunities for improvement and coordination
- Serve as point person for selected information & reporting requests
- Bachelor’s Degree (Computer Science, preferred)
- 5+ years professional experience in a comparable reporting and/or analysis role with a proven history of delivering timely, high quality, manager-level reporting and analysis from diverse, complex data sources
- Ability to organize and prioritize work; handle multiple tasks concurrently with a strong attention to detail
- Advanced level ability in MS Office tools (Excel, Access)
- Experience with relational datasets, data warehouses, and data mining
- Solid development experience in SQL Server 2008 R2 (or later) Business Intelligence features including SQL, SSRS, SSAS
23
Risk Analysis & Reporting Team Manager Resume Examples & Samples
- The desired candidate will have 11 + years of experience in the following areas: risk assessment, metrics and analytics, reporting, product development / solution delivery and process engineering
- The position requires an individual that has a deep understanding of Citi's IT Risk Framework as well as Operational Risk Management's policies and procedures
- Specifically, the individual should have in-depth experience with IT Policies and Standards, the goals and objectives of the O&T Process Areas and Domains, and Citi's Systems and Application Development Lifecycle
- Complex understanding of the O&T organization from multiple perspectives will enable them to define strategic approaches for aligning risk and control practices and information with industry frameworks (e.g. Committee on Bank Supervision, Committee of Sponsoring Organizations and Control Objectives for Information and Related Technology, etc.)
- Further, the individual should have sound to expert knowledge of primary risk systems and datamarts / warehouses which the Quantitative Risk Program will rely upon to meet their objectives
24
Director, Operations Analysis & Reporting Resume Examples & Samples
- Manages operational analysis and reporting (Sales, Inforce/BIF, Renewals, VPN)
- Responsible for developing/delivering operational dashboards and detailed reporting
- Responsible for working with Sales to develop detailed sales business plans and forecasts
- Responsible for aggregating data from various sources to support reporting requirements and support/manage impact of any systems conversions
- Participates/supports business operations initiatives with data/analysis
- Manages participation in external sales/inforce benchmarking surveys
- BA/BS in Accounting/Finance
- 5+ years of financial analysis
- Broad financial management skills
- Management experience/expertise
- High level of integrity and confidentiality
- Computer literate - Microsoft Office with detailed, sophisticated Excel and PowerPoint skills
- Proficiency in Essbase & Hyperion Planning
- Strong analytic skills – ability to issues and synthesize data to present findings & recommendations
- Strong organizational skills - accurate and detailed oriented
- Strong management skills – ability to delegate and develop staff
- Strong collaborate skills – ability to work cross functionally
- Ability to manage competing priorities work effectively and independently within time constraints
- Insurance and/or business specific knowledge/experience a plus
- Knowledge of the insurance and financial services industry
25
AVP, Investment Analysis & Reporting Resume Examples & Samples
- 10+ years of experience in Financial Services with primary background in investment analysis, manager evaluation and/or investment management
- Educational experience and/or proficiency in
- Applied experience in attribution and risk management concepts and experience with leading measurement tools (Factset, Barra, Barclays POINT, Blackrock Solutions, Bloomberg and/or other similar tools)
- Expertise in fund industry research and analytical tools required (e.g. Morningstar, Lipper, Zephyr, eVestment Alliance, or other similar tools)
- Skills in portfolio construction, asset allocation, modern portfolio theory, risk management and hedging
- Background in life, annuity and retirement products
- Knowledge in Funds Management functions – e.g. due diligence, ’40 Act, subadvised and other investment structures/regulations
- Ability to effectively use research/analytic tools – for analysis, selection and evaluation of investment options
- Ability to communicate investment concepts to a variety of audiences
- Investment and Insurance/Annuity industry knowledge
- Known and trusted by peers and investment partners in industry
- Computer skills: Microsoft Office Suite
- Demonstrated expertise in research and analytical tools required (Morningstar, Lipper, Zephyr, Factset, and other specialized fixed income analytic tools, etc.)
- Successfully completes regulatory and job training requirements
- Experience mainframe reporting tools and windows-based tools such as EXCEL
- Proficiency in Microsoft Access and MatLab
26
Revenue Analysis & Reporting Resume Examples & Samples
- Leading regular analytical insight into GM revenue performance, for GM ExCo and other senior management forums
- Providing oversight of the month-end process, including contributing to the GM Chief Financial Office (CFO) calls, reducing flash to actual variances and discussing performance with Finance
- Managing monthly GM revenue forecasting processes and driving forecast related analysis
- Preparing quarter end materials, by working in close collaboration with Investor Relations, GM Competitor Analysis and GM Strategy
- Working on new innovative analysis, to provide enhanced insight into revenue dynamics including regression modeling and statistical analysis
- Being a key contact point for Investor Relations, Portfolio Risk Management, Group Finance, GM (and Corporate & Investment Banking (CIB)) Finance Director’s (FDs), GM CFO and other senior stakeholders
- Preparing ad-Hoc analysis and briefing documents for Senior Management meetings with regulators, Investor conferences, etc
- Identifying and implementing process efficiencies, collaborating within and outside the immediate team
- Supervising the GM revenue team in Mumbai
- Strong analytical skills including preferably statistical knowledge
- The ability to turn large amounts of data into a coherent, powerful message for a senior audience
- Sound macro knowledge of fixed income and equity markets
- Experience in dealing with a range of senior stakeholders
- Strong communication skills particularly around commentary writing and relationship building
- Highly numerate with a creative and inquisitive approach to analysis
- Proactive and able to work independently with little supervision
- Diligent with a strong control focus, able to get things right first time with strong attention to detail
27
Global ABC Analysis & Reporting Resume Examples & Samples
- Assist and support the Global Head of ABC with developing a robust metrics reporting capability for the ABC programme
- Assist and support the Global Head of ABC with the strategic direction of the ABC programme by leveraging data to identify potential bribery/corruption risks
- Provide analysis to support data trends and identify emerging corruption issues
- Develop metrics which are relevant to the ABC program and will reflect KPIs
- Develop metrics to support the risk assessment appetite statement for ABC
- Liaise with global and regional ABC staff to communicate data analysis, key findings, and emerging trends in an effort to drive Program regionally
- Liaise with global MI team in Germany on ABC data requests
- Produce a monthly global MI report, to include data for regional ABC managers
- Partner with global and regional R&C officers and provide input into the annual risk assessment process, and help frame targeted questions to gauge potential risk based on metrics and analysis
- Partner with ABC regional heads to drive key Program projects within region based on data analytics
- Global point of contact to coordinate ABC technology initiatives, primarily case management. This will include drafting business requirements documents, interfacing with Global Technology, coordinating and leading user testing, drafting user guidelines
- Drive requirements and use of technology for ABC metrics storage, retrieval, data visualization
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Head Analysis & Reporting Resume Examples & Samples
- Identifies risks, leads strategic analyses, and makes recommendations related to achievement of both critical path and long term strategic objectives, market evaluation and competitive benchmarking
- Provides rapid, ad hoc strategic leadership to programs to mitigate targeted critical path challenges/issue resolution
- Responsible for the preparation of materials for the program’s executive steering committee (includes multiple Novartis Executive Committee members), including synthesizing large volumes of material into succinct decision support slides
- Oversees the financial benefit attainment of the overall program, including a Senior Finance Analyst supporting long term benefit tracking and reporting
- Steers (7) cross-divisional project teams in preparing materials for executive approval committees, with a specific emphasis on project execution funding approvals (20 – 50 MUSD investments)
- Actively manages the portfolio of future initiatives, defines the sequencing and timing of introducing new projects, and actively conducts portfolio harmonization activities (roadmap alignment across other programs)
- Provides ad hoc strategic support to programs as needed to maintain overall program performance
29
Manager Financial Analysis & Reporting Resume Examples & Samples
- Finance Graduated, Major in accounting is favorable
- Minimum 5 years experience in Finance/Accounting and with Telco Experience
- Minimum 2 years in Manager position
- Strong Analytical Skills essential
- Strong Leadership & Communication Skills
- Ability to lead and coordinate deliverables within a strict timelines
- Proficient in ERP system (SAP) is favorable
- Have a working knowledge of IFAS and IFRS structures/ conventions
30
Analysis & Reporting Analyst Resume Examples & Samples
- Prepare data files used for generating reports including importing into database, geocode processing and collating into reporting units
- Collect and analyze large volumes of data; analyzes the information and complete required monthly and quarterly reporting packages as well as ad hoc reporting as required
- Review loans, investments and services for compliance with the Community Reinvestment Act
- Ensures data is complete, accurate, and robust enough to feed into the corporate-wide compliance program
- Maintain databases with program data
- Expertise in other MS Office applications including PowerPoint
- Serve as subject matter expert researching and answering questions related to the Home Mortgage Disclosure Act and the Community Reinvestment Act
- Perform assessment of risks and controls; present finding of these assessments; perform root cause analysis
- Troubleshooting to resolve issues and meet company standard
- 2 + years in following areas: any one or more of the following: Banking, Data Architecture, Risk, Compliance, Audit (experience involving quantitative, financial or business analysis an advantage)
- Advanced Microsoft Access and Excel skills including the ability to perform data-mining and manipulation using Excel features such as Vlookup and Pivot Tables
- Programming or SAS/SQL capabilities preferred
- Motivated self-starter
31
Commercial Analysis & Reporting Analyst Resume Examples & Samples
- Strong organization, time management, and customer service skills
- Strong knowledge of department computer applications and systems
- Strong written and verbal communication
- Proficiency in PC skills and MS Office, including Excel
- Bachelors Degree Preferred
- 3+ years required, Financial services industry or business line experience preferred
- Must have current FX and Interest rate experience of 2+ years
- Extensive Risk awareness
- Ability to work with multiple business lines
- Subject matter expert and relied upon by business partners and colleagues for expertise and process/product knowledge
32
Analysis &reporting Specialist Resume Examples & Samples
- Advanced desktop computer and application skills including spreadsheets, databases, vendor solutions, online programs and various other MS programs (Excel, Access)
- Proven skills in data extraction, manipulation and presentation for numerous file formats and source systems
- Attention to detail and data reconciliation skills in the process of translating data into information
- Ability to build repeatable processes that are streamlined, automated and macro driven
- Experience training other on processes and procedures
- 2-4 years of relevant experience, some banking/Retail operations experience a plus
33
Manager, Marketing Analysis & Reporting Resume Examples & Samples
- 35% Marketing Optimization
- Report and analyze marketing performance per project and provide insights on variances to plan – liaise with all stakeholders and colleagues to influence program based on the insights provided
- Identify issues and opportunities hidden in the data and make recommendations on channel and funnel optimization, marketing strategy and mix, profitability and project timelines
- Work across all media and channels to create in and post campaign response tracking and R.O.I. as well as a more detailed campaign response analysis. Use analyses to design strategies for future campaigns
- Develop test strategies across all tactics working with channel owners to implement, track and measure
- Identify and escalate opportunities to improve performance in all tactics
- Develop attribution modelling
- Present complex data in a non-technical way. Develop compelling stories that drive actions to optimize marketing
- 35% Reporting
- Develop tracking and measurement reports to support channel owners to optimize tactics, including regular reporting of KPI’s, performance against KPI’s and forecasting
- Define and develop dashboards and reports to meet the needs of the marketing team and tactic owners, and other internal and external stakeholders
- Deliver all marketing reports and create ad hoc reports as necessary
- Design and present internal and occasionally external customer facing reports that present results in a simple to understand way
- 30% Audience Targeting and Selection
- With recruitment strategists, define target audience for each study and tactic and refine and update as necessary based on response analysis and profiling
- Manage the development of modelling and profiling for each study and tactic, working with external vendors, analytics and other internal teams
- Develop audience profiles for external data vendors selections and work with vendors to analyze response and refine targeting
- Identify opportunities to enhance internal data with additional variables and external data sets that will enhance targeting and selection criteria
- Bachelor's degree or equivalent and relevant formal academic / vocational qualification
- Minimum 5 years experience in marketing analysis and reporting
- Must have experience of turning analysis and insights into actionable business plans
- Experience with SAS, Tableau or similar analysis, reporting and dash boarding tools
- Experience of databases, querying large datasets and writing SQL statements
- Experience with online analytics and testing tools such as GA, facebook analytics, VWO etc
- International experience desirable but not essential
- Strong Excel skills a must
- Ability to develop reports and create presentation
- Broad knowledge and understanding of optimization approach to all marketing tactics and channels
- Exceptional level of customer service, professionalism, accuracy and detail
- Ability to work under high pressure, intense concentration needed
- Process improvement driven and willingness to share ideas and recommendations
34
Director, Corporate Analysis & Reporting Resume Examples & Samples
- Prepare internal monthly performance and board of director decks for executive leadership
- Prepare external investor and vendor relations decks for executive leadership
- Manage the Business Intelligence team in creating standardized reporting of routine performance and key metrics across the organization
- Provide ad hoc analysis of complex data and make recommendations for action
- Prepare executive level analysis and present results to senior management
- Work collaboratively with other functional areas with defining and measuring strategic planning initiatives
- Supervise and develop support staff
35
Senior Analyst, Risk Analysis & Reporting Resume Examples & Samples
- Analysis of key findings across various audit and testing engagements (over 100 in FY16), including key trends, drivers and recommendations on how to improve the risk profile
- Analysis of operational risk events (errors and losses) as reported by Wealth businesses on the operational error database (OPERA) to identify key trends, drivers and recommendations on how to improve the risk profile
- Development and production of regular risk reporting for each Wealth Canada business, including (i) monthly business unit Risk Forums; (ii) quarterly Audit and Testing Results Dashboard by BU; and (iii) monthly Wealth Operating Committee Risk Report
- Strong analytical skills with attention to detail and the ability to synthesize complex information
- Strong teamplayer with excellent co-ordination, multi-tasking and organizational skills
- Ability to present trends and analysis in a manner suitable for executive review
- Good understanding of TD Wealth businesses
36
Analyst, Risk Analysis & Reporting Resume Examples & Samples
- Assist in the analysis of key findings across various audit and testing engagements (over 100 in FY16), including key trends, drivers and recommendations on how to improve the risk profile
- Assist in the analysis of operational risk events (errors and losses) as reported by Wealth businesses on the operational error database (OPERA) to identify key trends, drivers and recommendations on how to improve the risk profile
- Participate or assist in special projects and risk related initiatives
- Perform ad-hoc, deep dive analysis as requested by business partners in order to determine the root cause of an issue and make appropriate recommendations to proactively manage / mitigate risk
- Strong skills in Microsoft Excel, Powerpoint, Visio and Word
- Excellent communication, interpersonal and facilitation skills
- Results oriented with an ability to manage deadlines and adapt well to changing priorities
37
Specialist Analysis & Reporting Temporary for Months Resume Examples & Samples
- Analyze defective Return Data (adidas Complaint System – adiComp) and check on data completeness and data accuracy (Cut-off procedure)
- Create and provide standard, customized and ad-hoc reports and analyses - cross-division and cross-brand - defective returns and other quality-related issues, using various data sources (adiComp II/Defective returns data, SIM/Production data, ISIS/Sales data, etc.)
- Provide 1st level user support for “adiComp II” and related systems/tools (e.g. Cognos) and act as key point of contact for cross-division/cross-brand reporting options
- Build and maintain information documents (digital library of defect codes, active factory list, contact lists, general presentations, etc.) and store/update them in various information platforms (adiWEB, Sharepoint, internal info board), in order to provide and ensure a solid knowledge/information source for all parties involved in quality issues
- Maintain master data in the adiComp System on a regular basis (e.g. factory list, user profiles, licenses for adiComp II), cross-divisional, cross-brand
- Create and continuously update Standard Operating Procedures (SOP’s) for all standard reporting
- Create standard credit/payment reports on defective returns for the Liaison Offices (LO’s), Sales Organisations and Controlling department and follow up on credit/payments entries in the adiComp system
- Train Sales Organizations to identify defective product and classify this according to globally-used defect codes, cross-division/cross-brand
- Collect samples & pictures of defective goods for factories cross-divisional and build/structure the given information into the corresponding digital library in order to support the quality contacts worldwide to make efficient decisions and enhancements for future production
- Ensure close contact to our global quality departments within the adidas/Taylor Made/Reebok/Rockport organization (e.g. Laboratories, Development, Stakeholders etc.) in order to get possible product problems or inform them about return data/rate
- Strong understanding of databases and IT systems; knowledge of adidas IT systems (ISIS, Cognos, SIM) preferred
- Ability to accept and meet critical deadlines with good planning and organization skills
- Fluent in English and German (written and spoken)
- Strong knowledge of MS-Office Excel, MS-Access
- Four-year college or university degree with focus on Business Administration or equivalent combination of education and experience
- Minimum of 2 years of related work experience
38
Analysis & Reporting Analyst Resume Examples & Samples
- Conduct research needed to obtain access to key data sources and consult with subject matter experts to understand operational data definitions
- Implement automation of standard reporting
- Analyze business problems and generate hypotheses
- Analyze data to prove hypothesis and make recommendations for improvement
- Bachelors Degree in Quantitative field (Such as Engineering, Mathematics, Business, Economics, Statistics etc.)
- Presentation and meeting facilitation skills
39
Risk Analysis & Reporting Resume Examples & Samples
- Perform in-depth market and credit risk analysis to support the Firm’s Risk Management and regulatory demands
- Lead strategic Firm Risk Management communication efforts by developing comprehensive senior management and board risk reporting capabilities
- Support firm wide initiatives to achieve compliance with regulatory principles and requirements, e.g. CCAR, Stress Testing, public disclosures etc
- Lead projects to design and implement innovative solutions to solve complex risk data problems and enhance the Firm’s risk data management capabilities
- Work with other business groups, business analysts and IT to identify and implement solutions for external or internal requests, such as new reports, data quality improvements and reporting process improvements
- Lead the development and implementation of risk infrastructure projects to enhance data management and risk reporting capabilities
- Design and optimize risk data structures
- Good understanding of financial products and risk metrics
- Attention to detail and good organizational skills
- 3-5 years working experience in a risk, financial reporting or front-office trading function
40
Manager Analysis & Reporting Resume Examples & Samples
- B.S. or B.A. in Finance, Accounting, Business or related field required
- Fluent in both written and spoken business Japanese and English
- Excellent analytical skills including the ability to deep dive while also seeing and understanding the big picture
- Advance excel skills and experience in SQL
- Experience in financial modelling and handling of large data sets
- Strong oral and written communication skills in a cross cultural setting
- Attention to detail, and the ability to self-start and self-motivate
- Strong problem solving and root cause analysis experience
- Experience in resolving complex cross-functionally
- Ability to present and communicate effectively to senior management
- Demonstrated ability to meet deadlines while managing multiple projects in a fast paced environment
- 7+ years’ experience with financial and statistical analysis
- Experience in ETL a plus
41
Analysis & Reporting Analyst Resume Examples & Samples
- Develop customer centric metrics across Commercial Operations with performance thresholds aligned to industry benchmarks
- Ensure appropriate operational Key Performance Indexes are in place and associated data collection is robust
- Design and build executive level reports, presentations and templates
- Support the collection of evidence for existing data quality risk controls and testing inventories
- Document key data elements and specific business line controls
- Review data quality controls and document gaps and remediation plans
- Define, implement and monitor internal data quality Key Performance Indexes
- Facilitate data quality issue tracking, escalations and reporting
- Undertake data analysis as needed to identify trends and support business requests
- Experience in building and maintaining complex stakeholder relationships at multiple levels
- Bachelors degree in statistics or related field required; Masters preferred
- Typically 5+ years of leading people across a range of teams
- 5-10 years relevant business experience
- Ability to work under own initiative and drive results
- Ability to analyze data and identify trends
- Experience using a structured project management methodology preferred
- Experience leading/driving continuous improvement activities an advantage
42
Analysis & Reporting Analyst Resume Examples & Samples
- Pull and analyze scanner, spectra, consumer panel and other Nielsen data sets and deliver insights to Nielsen client teams for assigned categories
- Create reports and templates for Nielsen client teams to use while managing projects independently
- Provide support to Nielsen client teams by responding to ad-hoc data requests, answering questions, and providing analysis
- Consumer Packaged Goods or Retail industry experience preferred
- Proficiency in Microsoft Office (Excel, Power-point)
- Proven problem-solving skills using deductive reasoning, understanding hierarchical relationships and identifying gaps in logic
- Ability to multi-task and successfully manage projects independently
- Experience with syndicated data sets a plus
43
Gso-assistant VP Portfolio Analysis & Reporting Resume Examples & Samples
- The successful candidate’s responsibilities will include
- Develop reporting tools for profit and loss, IRR and multiple calculations
- Develop controls around Performance analytics and other accounting data
- Develop best in class performance reports to meet internal and external needs
- Support investor relations and business development on LP deliverables, DDQ requests, quarterly letter information, track record requests and other LP templates
- Prepare and review materials for GSO SEC reporting; Form PF, AIFMD
- Calculate and track fund level IRR and MOIC returns for both internal and external reporting
- Bachelors in Business, Accounting, Economics, or a related field. Master’s degree in Finance, Economics, or similar discipline are a plus, but not required
- Understanding of credit product, valuations, and basis risk management concepts a plus
- Credit and Senior Bank debt experience a plus
- Product Control or accounting background a plus
- Understanding NAV and GP/LP waterfall calculations a plus
- Ability to establish controls around financial data used in regulatory filings
- Strong analytical skills and detail oriented
- Ability to work in a dynamic, fast‐paced environment and handle multiple projects
- Strong attention to detail and highly organized
- A strong work ethic and a positive attitude
- Committed to continuous process improvement
44
Assistant Manager, Analysis Reporting Resume Examples & Samples
- Post-secondary degree/diploma in Business/Marketing/Communications
- 1-2 years’ experience in a Direct Marketing environment
- Proven computer skills: MS Excel/Visual Basics, MS Access, SAP BusinessObjects
- Exceptional analytical, problem-solving, and decision making skills
- Strong commitment to teamwork
45
Analysis & Reporting Analyst Resume Examples & Samples
- Develop clear, accurate and timely reporting solutions for both internal and external customers
- Communicate with management & internal customers to understand the reporting needs of the business and ensure a cohesive and collaborative environment
- Drive clear communication of information throughout the organization
- Analyze and advise management of key variable trending that is or will affect performance
- Identify and introduce new reporting opportunities
- Understand data architecture and availability to manage business needs and make timely decisions
- Implement and maintain data reporting processes
- Assist and support the department with project management activities, including creating and supporting process maps as necessary
46
Strategic Analysis & Reporting Analyst Resume Examples & Samples
- You have the ability to develop hypothesis to answer business questions, collect data from various sources to prove or disprove hypothesis and tell a story through the creative use of data analytics
- You have a passion for Talent Management and utilizing data and analytics to tell a powerful story
- You excel at building collaborative relationships with internal and external business partners and work well with senior leadership
- You are a power user of excel and PowerPoint
- You are experienced with business intelligence software (e.g., OBIEE), data visualization software (Tableau) and statistical software (e.g., SAS, R)
47
Manager, Analysis & Reporting Resume Examples & Samples
- Design and execute analyses to support decision-making relating to Marketing Promotions, Events and Programs in stores or online
- Responsible for a variety of adhoc analyses which require the ability to extract, manipulate and analyze large data sets with SQL/SAS or Tableau
- Summarize and present findings to Merchants, Vendors, and Executives
- Serve as a consultant to internal partners in order to make business driving decisions
- Oversee production of customer reports/lists for Store and Merchant teams
- Provide operational support of marketing efforts including awarding customer promotions
- Manage a variety of self-service analytical tools including Business Objects reporting, Tableau workbooks and Marketing Dashboards
- 2+ years experience with SAS/SQL or Tableau is required
- 1+ year Managerial experience is a plus
48
Director Payer Analysis & Reporting Medicare Resume Examples & Samples
- Leadership - guides individuals and groups toward desired outcomes, setting high performance standards and delivering leading quality services
- Payer analysis experience
- Minimum 5 years management experience
49
Analysis &reporting Specialist Resume Examples & Samples
- Provide exceptional customer experience through identification, implementation and monitoring of standardized process controls of data quality on commercial loans
- Analyze and solve emerging risks or issues in data quality identified independently, through internal or external audits, business partners or colleagues
- Enhance existing or create new procedures and practices including information exchange
- Lead projects impacting data quality
- Provides guidance and training
- Develop business requirements and participate in testing and implementation of solutions
- Ensure policies, guidelines and controls are adhered to
- Apply key business drivers and knowledge to achieve results
- Impacts quality of own work and the work of others
- Builds routines to ensure customer satisfaction, financial and reporting accuracy and collateral integrity
- Applies expanded knowledge and experience of the company, commercial loan processes and applications
- Create presentations of findings, solutions and process health
- Commercial loan experience required
- Bachelor Degree or equivalent work experience required
- Knowledge of commercial loan applications strongly desired
- Basic knowledge of accounting principles preferred
- Proficient - MS Office (Excel), Power Point
- Detail oriented with excellent analytical and organizational skills
- Demonstrated ability to perform in fast paced, deadline driven environment
- Ability to drive change and process improvements
50
Financial Analysis & Reporting Resume Examples & Samples
- Informatics
- Microsoft Office Suite Proficiency
- Problem Solving Skills
51
Analysis & Reporting Manager Resume Examples & Samples
- Design and implementation of internal management reporting process to support management routines within Wealth Management designed to assess business performance. End state process needs to include output for each of the individual business lines within Wealth as well as for Consolidated Wealth Management as needed
- Requires working with several areas including Sales, Operations and Finance to gather necessary data
- Ability to compile trend data and analyze output in order to understand underlying information is a key success factor for the role
- Perform quality control on output produced to ensure accuracy of information
- Manage staff as assigned
- 7+ years of related experience in financial services with experience in reporting and analytic roles
- Ability to work independently as well as direct groups as needed
- Ability to plan and prioritize workload
- Attention to detail is critical with ability to manage processes as well as people
- Experience with the use of Microsoft Office (Excel and Powerpoint) and the ability to produce presentations
- Working knowledge of financial reporting, metrics and analytics
- Demonstrated ability to solve complex issues
52
VP, Operational Risk Analysis & Reporting Resume Examples & Samples
- Responsible for all facets of meeting planning, coordination and materials preparation for the Operational Risk Oversight Committee. This includes agenda management, data review, validation and compilation, meeting minutes and the follow-up and tracking of open issues and next steps
- Perform data analysis and prepare reports for targeted constituents: Head of Operational Risk Management, Operational Risk Oversight Committee, Enterprise Risk Committee. Board level Committees and senior business leaders
- Support the preparation of materials related to regulatory exams, regulatory requests and continuous monitoring
- Prepare ad hoc reports, exhibits, and presentations for the Head of Operational Risk Management
- Exceptional organizational skills and managerial discipline required
- Demonstrated initiative and ability to prioritize effectively
- Ability to multi-task and manage competing priorities in order to meet deadlines and deliver a high quality work product
- High energy, quick learner, able to work efficiently under pressure
- Proven ability to communicate succinctly and clearly in written and verbal communications
- Proven track record of being able to review and compile accurate data/information for senior management
- Strong documentation skills, with close attention to detail
- Strong partnering skills and demonstrated ability to work well with others, at all levels of the organization
- Flexible and readily able to adapt to changing circumstances or demands
- Strong Microsoft Excel, Word, Power Point software & presentation skills
- Experience working in a control function - Risk, Audit, Compliance, Finance - would be a plus
- Staff management experience preferred
53
Risk Analysis & Reporting Analyst Resume Examples & Samples
- Review and prepare responses to requests from regulators and internal auditors
- Evaluate existing reporting processes to identify potential areas for improvement
- Good written and verbal communication skills, including the ability to summarize information for delivery to senior management
- Experience in a risk, financial reporting or front-office trading function is beneficial
54
Senior Analysts MIS Analysis & Reporting Resume Examples & Samples
- Partner with CFOs (and minus one level) to provide analytical support to their flagship projects
- Trend analyze function’s spend; deep dive on operating drivers, evaluate underlying reasons and draw insights
- On-going support to business leaders for their business improvement activities in financial services space
- Work on small to mid-level projects independently; clearly interpret ambiguous data and draw compelling analyses
- Graduate with 6-8 years of exp. or an MBA/CA with 2-4 years of exp
- Excellent analytical, customer service, and problem solving skills
- Ability to clearly articulate ideas to senior management and influence their decisions
- Strong knowledge of MS office suite
- Knowledge of advanced reporting tools such as Tableau, QlikView will be an advantage
- MBAs (full time)/ CAs preferred
55
Manager Marketing Analysis & Reporting Resume Examples & Samples
- Manage marketing campaign analytics: define audience targeting and selection, develop detailed test strategies, track (on and off line) results, develop campaign and ROI analyses; identify issues and opportunities, and make recommendations on channel optimization, marketing mix, and profitability
- Present results to non-technical audiences and develop compelling stories that drive actions to optimize marketing
- Develop regular and ad hoc measurement reports and dashboards that report KPI performance vs. forecast
56
Director of Market Analysis & Reporting Resume Examples & Samples
- Work to enhance business analytics and reporting (Sell-in, Sell-Through, Sell-out) capabilities across HP Inc. businesses to include competitive, market, and installed base analytics
- Strong partnering with Directors of Business Intelligence, Competitive, Market Analysis & Planning, and Corporate Strategy to supply analytics and counseling for translation into meaningful growth strategies for the Company
- Acting as business counsel and key strategic planning resource for senior marketing and cross-functional management
- Senior Management and Business Unit Engagement: Lead the HP Inc. delivery of synthesized market insights and Chief Strategy Office Point of View (competitor, market, share, industry, etc.). Build credibility and influence at Executive Council, EVP and SVP levels
- Program Management Office Approach: Leads engagement at senior and executive management levels to ensure continuity of priorities and objectives – team acting as program office. Ability to guide data flows, process mapping, relational database development, skill development, engineers creative and elegant solutions, and automation of repetitive tasks
- Data management: Ensure proper data management skills and policies are in place within span of control; mentor/cultivate approach that delivers on data to information to insights model
- Structured Thinking: Logical approach, appropriate framing problems, and conclusions. Focuses on building capabilities across span of control
- Communication: Clear, concise, and conclusive that shapes senior-leader understanding and draws out specific recommendations and conclusions
- People Management: Creates a team that continually improves self, business, and function. Sets direction for group and provides compelling vision for the work; establishes a high-performance environment
- Intuition: Brings additional business and senior management context/priorities to bear; conceives multiple hypotheses and scenarios; articulate and direct analyses to achieve desired goals; anticipates organizational needs
57
Risk Analysis & Reporting Resume Examples & Samples
- Perform in-depth market and credit risk analysis to support Firm’s Risk Management and regulatory demands
- Lead FRM regulatory and public disclosure reporting efforts, e.g. 10-K/Q, CCAR, Stress Testing etc
- Experience in regulatory/public disclosure reporting a plus
58
Financial Planning & Analysis & Reporting Lead Resume Examples & Samples
- Written and oral presentation skills - fluent in both English and Spanish
- Effective work with diverse people establishing strong working relationships with business partners
- Intellectual and emotional capability and commitment
- Business and team orientation, confidence and decisiveness within the defined parameters of the position
- Priority setting and discipline to meet required deadlines managing multiple demands
- Work process improvement and focus on service level
- Monitoring of internal control mechanisms to minimize risks
- Independent, dynamic, proactive, energetic, flexible
- Specialty FP&A Analyst – Supervision and Coordination of analyst responsible for day to day business partnering with Specialty team
- Reporting FP&A Analyst – Supervision and Coordination of analyst responsible for consolidation and reporting of financial results
- Minimum of twelve years work experience in Finance with part/all of that experience in Financial Planning
- Qualification in the “Areas of Competence” listed above
- Degree in accounting, economics or business related career
- Proven track record in financial planning and analysis (or equivalent) and in leadership positions
- Good command of accounting and understanding of internal controls
- MBA/CPA (or equivalent), internal/external audit, USGAAP/IFRS and SAP knowledge are a plus
- International mobility to facilitate career advancement
59
Manager Analysis & Reporting Resume Examples & Samples
- Responsible for the preparation of all necessary data and graphics for monthly site performance reporting and quarterly business reviews. Work with the relevant senior Finance staff to ensure these data and graphics are reviewed and updated on a periodic basis
- Responsible for preparation of periodic global profitability analysis (customer, study type) and for breakdown by region, site and business line as necessary
- Manage the consolidation of annual operating plan and monthly forecast data
- Manage the compilation of global cost saving and capital expenditure data
- Analyze financial data and extracts and define relevant information for the purpose of determining past financial performance and/or to project a future financial probability
- Develop financial reports and dashboards for forecasting, trending and results analysis
- Active involvement in the development of management reporting and planning systems and tools
- Take part or lead in special projects to support continuous improvement in finance or in support of other functional areas
- Review costs and perform cost benefit analysis related to projects and/or programs
- Perform and present the results of complex statistical, cost and financial analysis of data
- Prepare other materials and analysis as necessary for presentation to senior management
- Ensure SOX and other regulatory compliance
- Direct activities of assigned group to ensure optimum performance of the group/function
- Responsible for personnel management activities such as: scheduling, personnel actions (hiring, promotions, transfers, etc.), training and development, providing regular direction and feedback on performance, disciplinary actions and preparing and delivering annual performance and salary reviews
- Develop short- and long-range operating objectives, organizational structure, staffing requirements and succession plans
- Integrate activities with those of other major organizational units (e.g. segments, departments, functions)
60
Statistical Analyst Marketing Analysis & Reporting Resume Examples & Samples
- Bachelor's degree in Mathematics, Statistics, Actuarial Science, Economics or other quantitative discipline
- Minimum 5 years work experience in an analyst position, marketing experience preferred but not necessary
- Extensive experience using SAS to analyze large datasets
- Expert level SAS knowledge
- Extensive knowledge of databases, querying large datasets and writing SQL statements
- Ability to create presentation quality deliverables
- Ability to communicate with non-technical peers and employees at all levels of the organization
- Experience with online analytics and testing tools such as GA, facebook analytics, VWO preferred, but not required
- Broad knowledge and understanding of optimization approach to all marketing tactics and channels preferred, but not required
61
Information Analysis & Reporting Specialist Resume Examples & Samples
- Review the current working processes and practices of the IAU and identify both strengths and weaknesses from an efficiency and quality point of view
- Assess the skills and knowledge of IAU staff and manager, measured against their respective Job Descriptions
- Develop a capacity-building plan for addressing critical gaps in processes and practices as well as staff and management skills and knowledge
- Develop an in-house training and mentorship program and deliver it with a focus on measuring real learning outcomes and improvements in practice
- Develop tools and mechanisms for improving the processes and practices of the IAU
- Other related tasks as per need
- Minimum five (5) years of professional experience in a field of work with direct relevance to the assignment and with a specific emphasis on information management, analysis and reporting, research and studies
- Proven experience and skills in processing data and information and producing high-quality, analytical reports, briefing papers and information products
- Extensive experience in training and mentorship, preferably to government officials and employees
- Experience in process design and management
- Full fluency in English and Arabic in writing and speaking
62
VP-risk Analysis & Reporting Resume Examples & Samples
- Lead FRM regulatory and public disclosure reporting efforts, e.g. 10-K/Q, CCAR, Stress Testing, etc
- Develop presentations for senior management committees and board of directors
- Work with regulators and internal audit to remediate gaps in reporting/data issues
- Experience working under pressure and performing to tight deadlines
- Excellent written and verbal communication skills, including the ability to summarize information for delivery to senior management
- Ability to work independently in a fast-paced environment
- Strong proficiency with technology, particularly VBA and databases/SQL, is a plus
- Bachelors or Master’s degree (preferred) with 5-10 years of work experience in finance/accounting/risk management/front office trading function
- Risk management experience in market and/or credit risk preferred
- Higher degrees or other qualifications related to any of the above areas will be advantageous
63
DSM Analysis & Reporting Senior Project Manager Resume Examples & Samples
- Responsible for leading and coordinating SCE’s involvement to advance our position on statewide and company-wide policies
- Managing the process of setting, monitoring and analysis of SCE’s Energy Efficiency Goals
- Identify SCE’s direction and policy with regards to any data & analytics included in regulatory filings
- Manage the development of CP&S comments & data submission in regulatory proceedings
- Manage policy direction for EE & IQP program data analytics with regards to reengineering of business processes and adopting/challenging vendor solutions related to the CS Re-platforming Project
- Manage SCE’s input for external benchmarking and scorecards
- Three years of experience in Demand Side Management
- Two years of experience working with cost Effectiveness calculations for energy efficiency programs
- 7 years of experience in project management
- Bachelor’s degree or an equivalent combination of experience and education
- Experience working with Energy Division Staff related to Energy Efficiency or Income Qualified Programs
- Experience developing or providing recommendations to Senior Management
- Experience with budgeting, finance or reporting
- Certificate and/or Licenses: PMP Designation
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Financial Analysis & Reporting Specialist Resume Examples & Samples
- Timely and accurate monthly financial reporting in Helios Module (HFM)
- Supporting Finance Manager in preparation of annual and quarterly financial projections and budget
- Timely and accurately financial analysis on monthly, quarterly and annual financial statements by collaborating with other finance colleagues,
- Reconciliation of the inventory and fixed asset sub-ledgers to the GL in the month-end close process as well as ensuring the application of the appropriate accounting treatments during inventory valuation,
- Monthly reconciliations of the balance sheet accounts with appropriate support and collaboration with other finance colleagues by using Blackline system,
- Performing analysis on the reconciliation between Stryker policies, US GAAP and local GAAP financial statements,
- Preparation of control checklists and other documents in accordance with the related company policies for the review and approval by the Finance Manager,
- Supporting Finance Manager for the SOX (internal controls) implementation and execution of periodic internal controlling activities,
- Preparation of general accounting analysis and ad hoc reporting as required by the supervisor including sales and consignment reports, weekly aging, and weekly statement for receivables,
- Supporting Finance Manager in ad-hoc projects on financial modelling and projections,
- Proactively work with other departments to obtain required information during budget and projection processes
- Supporting General Manager on financial modelling/strategic business plans for next 3-5 years
- Business partnering with General Manager and Product Managers on commercial decisions i.e. price determination
- Controlling and approving investment analysis to launch a new product and providing consignment instruments to customers
- Being involved in regional projects
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Program Manager, Data Analysis & Reporting Resume Examples & Samples
- Analyze fraud and other transactional data sources to measure fraud and to identify its key drivers. Provide fraud related actionable insights to internal and internal partners
- Develop analytical dashboards and data products that help internal and external users better understand fraud, compare themselves to peers and identify opportunities for improvement
- Apply data science and big data techniques to develop fraud intelligence tools to accelerate identification of potential points of compromise, cards at risk, and fraud patterns, in order to help protect the Mastercard’s payment network
- Build fraud related products and services that will provide value to our customers and increase revenue. Manage existing and new data products from idea generation to implementation and operation
- Maintain and improve the portfolio of existing fraud related analytical processes, dashboards and applications
- Proven experience analyzing large amounts of data to identify trends and gain insights from it
- Subject matter expertise in payments, cards, and /or fraud or proven ability to learn and master new subject matter areas
- Creativity and Innovation
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Associate of Financial Analysis & Reporting Real Estate Resume Examples & Samples
- Financial modeling and forecasting
- Periodic financial reporting
- Leasing data analysis
- Business performance reporting
- 1+ years of experience
- Accounting/finance degree required
- Highly driven
- Advanced Excel skills
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Manager Analysis & Reporting Resume Examples & Samples
- Develop and oversee the implementation of departmental training programs, including orientation
- Support the policy of equal employment opportunity through affirmative action in personnel actions
- Ensure adherence to pertinent regulatory requirements and to departmental policies, practices and procedures [SOPs, safety procedures and biosafety protocols]
- Perform all other related duties as assigned
- Education: Bachelor’s degree (B.A. /B.S.) or equivalent in Accounting or Finance or related discipline
- Experience: seven to ten years related experience and/or training in financial planning and analysis in a manufacturing environment. Cost Accounting and international / global experience a plus
- An equivalent combination of education and experience may be accepted as a satisfactory substitute for the specific education and experience listed above
- Certification:MBA, CPA or CMA designation desired
- Other:Advanced MS Excel and Powerpoint skills required
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Analyst Sims Analysis & Reporting Resume Examples & Samples
- 2 years of experience in data reporting and trend analysis required
- 1 year experience with advanced Excel features (e.g., VBA, PivotTables, Power Pivot, etc.) required
- 1 year experience leading medium-to-large reporting and analysis projects required
- 1 year experience with relevant business intelligence tools (e.g., Tableau, Alteryx, R or similar) preferred
- 1 year experience with analyzing safety and/or airline data preferred
- 1 year experience with database management preferred
- Office setting with lifting/bending/stooping periodically
- May require extended work hours per Leader's request
- 10-20% travel with potential for increased/decreased travel based on Safety & Security Department needs
- Works in a cooperative spirit to ensure the success of our Company
- Provides friendly service and maintains positive relationships with all Internal and External Customers
- Provides Southwest Airlines Hospitality to ensure Employees and Customers feel welcomed, cared for, and appreciated
- Strong interpersonal skills with ability to work both independently and as a Team Player
- Highly flexible, ability to execute an adapt quickly to organizational and business changes
- Strong analytic capabilities with ability to break down and analyze various types of data across the enterprise
- Knowledge of data validation to ensure reporting quality standards are met
- Superior Customer Service and interpersonal skills with the ability to deal with Internal Customers at all levels
- Strong time management, organizational, and coordination skills including appropriate sense of urgency and proactive approach
- Proficiency with MS Excel (e.g., PivotTables, Vlookups, developing macros, etc) and other analytical tools (e.g., Tableau, Alteryx, or R)
- Strong interpersonal skills, able to work both independently and as a Team
- Airline operational experience in maintenance, flight operations, ground operations, or related area preferred
- Must be able to understand airline operational, technical documents, and data
- Strong communication skills, both written and verbal. Able to clearly and concisely present results of analysis
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Risk Analysis & Reporting Analyst / Associate Resume Examples & Samples
- Collaborate with desk risk management to analyze exposure drivers and prepare supporting information to back conclusions
- Perform trend and variance analysis on risk sensitivities, exposures and VAR
- Manage ad-hoc requests from senior management to ensure timely and accurate responses
- Evaluate existing reporting processes to identify potential areas for improvement
- 0-5 years working experience in a risk, financial reporting or front-office trading function
- Academic achievement in a quantitative discipline such as economics, finance, mathematics, statistics, science or engineering is preferable
- Higher degrees or other qualifications related to any of the above areas will be advantageous
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Analysis &reporting Specialist Resume Examples & Samples
- 2+ years of the legal, regulatory and risk environment as they pertain to banking operations
- 2+ years of legalese and legal jargon as it pertains to subpoena’s, summons and authorizations
- Exhibit enthusiasm, meticulous attention to details, strong organizational skills, punctuality, highly professional
- Excellent interpersonal, written & verbal communication skills, good PC and MS Office knowledge and skills
- Excellent public speaking skills
- Capability to work in a team environment and support colleagues’ development through coaching and training
- Must have a valid driver’s license and be able to travel via car, train and/or plane