BM Analyst Resume Samples
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BM Analyst Resume Samples
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AM
A Mills
Audreanne
Mills
1683 Verna Crossing
New York
NY
+1 (555) 594 2978
1683 Verna Crossing
New York
NY
Phone
p
+1 (555) 594 2978
Experience
Experience
Detroit, MI
BM Analyst
Detroit, MI
Daugherty, Schoen and Kling
Detroit, MI
BM Analyst
- Supports SRO’s in the implementation of “Service delivery Management” framework to ensure on going monitoring of outsourcings (sentence is revised now)
- Provides internal VRM training sessions
- Key contact and owner of any KPI changes which were discussed and agreed with the Regional Managers
- Supports the Service Relationship Owner to onboard new external vendors/Intra Group Outsourcings to Vendor Risk Management (VRM)
- Creation and governance of Performance Review Board Format
- Assures that Risk Reviews are completed on time
- Process Support for Quality Reviews
Detroit, MI
CIB CAO F&bm-analyst
Detroit, MI
Brown-McDermott
Detroit, MI
CIB CAO F&bm-analyst
- Strong exposure to business management and reporting
- Business Management support for Operations Lead in MBM
- Month end reporting – support month-end close by reviewing and approving prior-period adjustments
- Allocation rules & billing models to recover function costs from supported businesses
- Play a proactive role in enhancing the current BAU processes
- Yearly planning exercise
- Monthly MIS Flash and final reporting deck with comments and analysis
present
Phoenix, AZ
Analyst IB F & BM
Phoenix, AZ
Wyman-Schaden
present
Phoenix, AZ
Analyst IB F & BM
present
- Producing for the senior management key month-end reports like EMR packs, Performance reports etc
- Provide support for management reviews and value added analytics
- Work with global Finance/ business management partners for setting up cost centers for various processes and ongoing financial reference data maintenance
- On-going relationship management with controllers, product P&A teams and work closely with other teams within Mumbai and across the globe
- Provide Resiliency Support on Service / Reporting tools
- Make sure the team is following policies correctly
- Strong attention to detail in supporting management reporting with clear and concise data analysis and presentation
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
University of North Texas
Bachelor’s Degree in Accounting
Skills
Skills
- Business Management knowledge appreciated
- Excellent communication skills (both written and verbal)
- Ability to work in co-ordination within different teams/locations
- Proficient user of Excel, should feel comfortable with lookups / pivot-tables and have an ability to design a spreadsheet with appropriate controls and audit trail
- Good skills in developing power point presentations
- Strong experience with VRM projects or VRM compliance and strong experience with VRM
- Hands on and able to use own initiative
- Experience with control functions such as Compliance or Business Continuity Management will also be considered
- Familiarity and experience with Vendor Management and Vendor Risk Management
- Confidence with figures, managing and representing information
2 BM Analyst resume templates
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1
Analyst IB F & BM Resume Examples & Samples
- Supporting ad hoc requests for expense analysis and reviews
- Good analytical skills, eye for numbers
- Goodcommunication skills
2
CIB F&BM Project Analyst Resume Examples & Samples
- Assist with project management end-to-end from initiation to go-live
- Assist with compilation and writing of business requirements. Coordinate requirement review across CIB Finance (LEC, Product Controllers, P&A) and document feedback
- Co-manage UAT end-to-end; this includes defining test strategy, engaging line of business in testing and general test management
- Assist with development of operating models; this includes assessing operating model considerations and documenting flows and touch-points
- Participate in project meetings, document discussions and drive open items to closure
- 2-3 years Business analysis experience preferably in Financial Services
- Bachelor's Degree preferred
- Ability to write/convert business requests into final Business Requirements Documents
- Experience with Finance systems a plus
- Excellent computer skills with a working knowledge of a variety of software; Word, Excel, PowerPoint and MS Project
3
CIB F&BM Sapgl Project Analyst Resume Examples & Samples
- Perform gap analysis
- Liaison with CIB & Corporate PMO and LOB stakeholders
- Basic understanding of Merit and / or SAP ledger and associated functionality (nice to have)
- Ability to understand business drivers and requirements
- Excellent desktop/spreadsheet/database skills
- Able to critically challenge with the goal of identifying control issues
4
Analyst CIB F&bm-central P&A Mumbai Resume Examples & Samples
- Tenured MBA's or graduates with 5 years of relevant experience
- Results orientated without compromising control
- Knowledge of systems like FDW, XIB, and Paragon is a plus
5
CIB F&bm-cross LOB P&a-analyst Resume Examples & Samples
- Financial coordination of BAU deliverables for CIB Management
- Preliminary and Actual Reporting throughout month end
- Financial Forecasting, Monitoring and Reporting
- Variance commentary coordination and analysis
- Preparation of decks for management review
- Centrally handle ad hoc requests from Central P&A teams
- Basic understanding of accrual accounting, forecasting and management reporting
- Comfort liaising with business and P&A managers
- Ability to build and maintain partnerships across other corporate financial, treasury, and accounting groups
- Ability to understand business drivers and requirements and influence business managers and technology partners to deliver solutions to business issues and problems
- Ability to quickly understand workings of a complex processing system and general ledger systems across the infrastructure and their interrelationships and dependencies
- Bachelor’s degree in Accounting / Finance preferred
- Excellent prioritizing skills
- Outstanding technical skills
- Should be able to multitask and ready to deliver under challenging environment
- Proficient in Hyperion / Essbase
- Excellent presentation skills – strong knowledge of PowerPoint/Excel
6
Analyst IB F & BM Resume Examples & Samples
- Liaisoning with product teams and IB Business Strategy & Analysis to understand business drivers
- Fresh CA / MBA with at least one year of relevant work experience
- Primarily APAC shifts
7
Analyst IB F & BM Resume Examples & Samples
- An MBA (Finance) / Qualified CA
- Candidate should have at least 2-3 years of post qualification experience with exposure to the banking industry. Previous P&A / MIS Reporting experience is preferred
- Solid organizational skills with ability to consolidate and analyze data received from multiple sources
- Ability to build strong partnerships across the stakeholder groups at onshore location and within Mumbai through a proactive, and strong communication skills
- Highly effective time management skills - Ability to manage multiple tasks concurrently in an efficient and effective manner with minimal supervision
- Good problem solving & execution skills
- Works well individually and manage teams, shares information, supports colleagues and staff
- Excellent MS Excel (data manipulation, macros, v-lookups, pivot tables) / MS Access/ MS PowerPoint skill sets
8
Senior Analyst IB F & Bm-central P&A Resume Examples & Samples
- Good knowledge of finance, accounting and valuation concepts
- Tenured MBA's or graduates with 5+ years of relevant experience
- Strong analytical, quantitative and communication skills
- Ability to absorb and synthesize volumes of data and draw conclusions
- Good organizational skills & planning ability
9
Analyst IB F & BM Central P&A Resume Examples & Samples
- Strong accounting knowledge
- Good Excel skills (i.e. data manipulation, macros, vlookups, array formulas, pivot tables) and MS PowerPoint. Knowledge of Advanced Excel would be an added advantage
- Primarily EMEA shifts, may have to work on a few critical business days of the month in New York shifts
10
Analyst IB F & BM Resume Examples & Samples
- Execution of CAO expense allocation process which includes identification, aggregation and assigning cost to front office businesses on periodic basis
- Work with global Finance/ business management partners for setting up cost centers for various processes and ongoing financial reference data maintenance
- Excellent Excel skills; knowledge in Macros/ MS Access and financial modeling would be an advantage
- Exposure to tools like Qlikview, eXtrasheet, etc. will be added advantage
11
Analyst IB F & BM Resume Examples & Samples
- Support ad-hoc report creation/change requests to the Global Banking
- Utilize data visualization software (QlikView) to enhance delivery of new and existing reporting
- Provide design, development and production support for new and existing reports delivered from Business Intelligence (Rich Client and Launch Pad), SQL and ASP (Classic and .net). MSExcel and MSAccess may also be used in report design, development and production
- Experience developing QV user interfaces: Creating charts, filter boxes, list boxes, text objects, etc. Ability to apply and customize formatting using style sheets
- Load script development experience: Ability to load data from multiple source
- Experience using scripts to transform data for various dashboard requirements
- Advanced knowledge using set analysis & variables
- Familiarity with section access, databases, universes and business process flows
- Understand the functional specifications from management in a clear and concise manner
- Facilitate the performance tuning of reports and universes and timely issue resolution related to reporting support
- Co-ordinate across global teams to deliver on the reports
- Support Continuous Improvement initiatives
- Provide Resiliency Support on Service / Reporting tools
- Provide support to team colleagues as required
- QV server administration experience would be added advantage
- B.E. with 2-5 years experience or B.Sc (Computer Science) with 7-8 years of relevant experience
- Data Visualization (QlikView)
- Excellent Business Intelligence (fna Business Objects) skill set (Release BI 4.0)/Rich Client/Launch Pad Excellent SQL Excellent ASP (Classic and .net) Familiarity with Business Objects universes (WCBI TSDM universe knowledge a plus)
- Highly effective time management skills performed with minimal directions
- Be able to estimate the effort and timescales involved in the tasks
- To participate in quality reviews, constantly striving to improve working practices
- Good problem solving / execution skills / creative thinking
12
Analyst Cib Lec, F&bm, Globalfinance, Mumbai Resume Examples & Samples
- Professional accountancy qualification
- Chartered Accountant with 2-4 years industry experience and experience of US GAAP
- Investment Banking product knowledge including derivatives, equities and debt securities
- Numerical competency and accuracy
13
Senior Analyst, CAO F&BM, Mumbai Resume Examples & Samples
- Manage workforce process, headcount reporting against plan/outlook, variance analysis, tracking movements across functions by key drivers
- Manage performance reporting & analysis which includes monthly and periodic expense reports, monthly forecast, annual budgeting and other ad-hoc reporting/analysis
- Review expense ledgers, analysis of variance to plan/outlook, posting necessary accruals for contractors and other expenses to ensure proper trending
- Identifying, deliver and record expense efficiencies
- Investigate indirect allocations and expenses charged to the line of business (LOB) on a periodic basis
- Work with global Finance/business management partners for setting up cost centers for various processes and ongoing financial reference data maintenance
- Provide support for meetings with senior management, Regional and Global Finance/business management teams to keep them appraised and involved with key decisions and projects across finance and operations
- Excellent Excel skills; Required knowledge in VB Macros/MS Access and QlikView Dashboard platform
- Preference to candidates with experience in Banking / financial services industry and working experience with global stake-holders
- Strong analytical skills, good judgment, effective communication abilities, ability to work well within teams and ability to interact with people at different levels and across countries
- Being able to plan and prioritize various tasks in order to meet deadlines
- Strong attention to details in supporting management reporting with clear and concise data analysis and presentation
14
CIB F&bm-treasury Controllers Analyst Resume Examples & Samples
- Engage on quarter-end related deliverables in partnership with RWA reporting teams. Demanding quarter-end process includes: attestations for earnings release and external filings such as Pillar III, FFIEC 101, CCAR/DFAST, and 10Q
- Own certain RWA risk stripes (for example, Equity Investments) including implementation of new rules and policies, controls and attestation requirements for CIB, quarterly and monthly adjustments and reporting, process improvements, and ad hoc queries and analytics required for various stakeholders
- Integrate revisions to attestation and reporting requirements for external filings as the firm implements new Basel III rules
- Improve current processes from reporting to data capture: controls, operational efficiencies, data quality, regulatory policy implementation, and strategic technology initiatives. Drive operational change
- Liaise with LOB Controllers to socialize Corporate Basel agenda to CIB Finance organization
- Represent CIB on various projects led by RCMO, Technology, and/or CFR
- Effectively communicate progress to the broader team, project implementation team, and internal colleagues as needed
- Additional ad hoc projects and for the CIB Capital team related to technology and reporting
- Own Ad hoc requests and analysis for various stakeholders including Senior Management
- Partner with other CIB Treasury teams to forward the CIB Treasury Agenda
- Excellent Excel skills
- Actively listens and assimilates broad ranging information quickly
- Quick to learn a flex to rapidly changing rules
- Bachelor’s degree or the equivalent in Accounting, Finance, Business Administration or related field plus 3 years of experience in Accounting, Finance or related experience
- Advanced MS Access, Excel and PowerPoint skills including Macros and VBA coding
- Familiarity with internal JPM systems a plus (Paragon, FDW)
- Project Management and Technology background, a plus
15
CIB F&BM Senior Presentations Specialist Analyst Resume Examples & Samples
- Accurately complete all assigned jobs within the allocated timeframe and in line with specified formatting and layout standards
- Perform and become expert in the Microsoft Office suite, along with special functions such as scanning, Adobe Acrobat, MapInfo, Illustrator/Photoshop/InDesign
- Develop client templates and alternative creative options as required
- Take ownership of any discrepancies or areas of ambiguity in client data and seek appropriate guidance as directed (phone the banker, Front Desk, onshore, etc)
- Using this knowledge, develop understanding of common banker requirements in order to continuously improve service provision
- Keep Team Leader or Workflow Coordinator updated on progress, advising immediately of any delays or issues
- Receive feedback on completed and audited work and apply this to continuous improvements in quality output, develop capabilities for innovation and service excellence
- Develop knowledge of deal process and banker roles in the interest of improving understanding of document requirements and of providing customer service excellence
- Understand quality and timeliness performance metrics, within the context of continuous improvement of quality and service. Maintain a consistently high level of job accuracy and efficiency
- Develop understanding of global GCFO organization and PPS teams and colleagues
- Follow established job tracking and completion process utilizing GCFO’s Workflow Exchange (WX) tool
- Understand JPMorgan performance process, including the core values against which all staff are rated. Take ownership of your performance and seek to excel in these areas wherever possible
- Maintain performance within established team procedures and policies, including adherence to the team’s attendance and lateness policy, submission of time worked through the appropriate tool before the given deadlines, and following print security and physical access procedures
- Fulfill Express Desk or Help Desk roles as requested/assigned
- Buddy new Presentation Specialists as required
- Proven experience in desktop publishing or word processing in a corporate environment
- Knowledge and skill sets
- Good oral and written communication skills – must be able to communicate/collaborate virtually and in person with clients
- Advanced knowledge of MS Office Suite is essential. Working knowledge of Adobe Acrobat and at least one advanced applications e.g. CS5, MapInfo
- Excellent presentation and layout skills
- Adaptability/flexibility
- Ownership and initiative
- Accuracy, attention to detail and ability to proof own work
16
CIB F&BM Client Profitability Analyst Resume Examples & Samples
- Conduct "deep dive" analyses on key issues impacting client profitability (e.g., capital /expense allocation at client level, exposure at client level)
- Review and document existing business processes, identify improvement opportunities, model and analyze business impact of future state design and execute end-state strategy
- Identify project issues, risks, and facilitate remediation
- Bachelor’s degree in Accounting, Finance, Mathematics or related discipline required
- Written and oral communications skills – ability to work across a variety of cross-functional teams
17
CIB F&bm-treasury Controllers Analyst Resume Examples & Samples
- Oversee monthly and quarterly reporting of CIB Basel III RWA results. The quarter-end process includes: preparing sign off on behalf of the CIB for earnings press release and producing allocated CIB RWA results for upload to Paragon system. Reporting process requires interaction with Corporate and CIB LOB Controller partners
- Liaise with the CIB LOB’s for sign off, to address questions, compile variance commentary, and process adjustments as needed
- Take ownership of external and internal reporting to prepare for sign off. Includes detailed reconciliations, review, and presentations for senior management
- Coordinate projects and manage BAU technology processes in the CIB Capital Controller team. For example, Paragon, FDW, TRIDENT, and new strategic projects
- Partner with Capital Implementation team to establish the process of reporting new Basel III rules and policies
- Ability to manage corresponding processes
- Bachelor’s degree in Accounting, Finance, Business Administration or related field and 4 to 5 years of experience in Accounting, Finance or related field
- Excellent Excel and Powerpoint skills
- Familiarity with internal JPM systems, Paragon, a plus
- Ability to improve current processes and drive operational change
- Results oriented without compromising control
18
CIB F&BM Latam LEC Analyst Resume Examples & Samples
- Finalizing Legal entities financials on monthly basis and support Legal Entity Controller (LEC) in all US regulatory reporting
- Quarterly Regulatory reporting as per US FED and SEC requirements for Asian Legal Entities
- Financial Integrity of General Ledger by performing daily control checks & follow ups
- Review of Reference data hierarchy
- Strong US GAAP and IFRS accounting knowledge
- Strong accounting knowledge with experience in Book closure and finalizing accounts
- Well organized and able to meet deadlines
- Chartered Accountant with 0-2 years industry experience and experience of US GAAP
- Strong PC skills including MS Excel, MS Word, MS Access
- Enthusiastic team player with a positive attitude and a willingness to learn
19
CIB F&bm-junior Business Manager Frankfurt Analyst Resume Examples & Samples
- As trusted advisor to the head of the sub-region and the local Senior Country Officers, in all aspects of the business; strategy, controls, people and financial performance
- Key point of contact for front office and support functions to help identify, facilitate and achieve business objectives and opportunities
- Assist in communication of the business strategy, performance and priorities
- Proactively or on request provide strategic reporting to facilitate business progress
- Ensure the business is aligned with key control and support functions (such as Legal, Compliance, Operations, HR, Audit, Technology, etc)
- Help manage business risk by ensuring an effective control environment
- Ensure the business' compliance with Line of Business and firm-wide objectives and policies
- Build effective relationships and work closely with F&BM colleagues (Planning & Analysis, Controllers, Industry/Product business managers, Office Management)
- Understanding of Investment Banking and Capital Markets products, systems and processes
- Strong organizational, project and time management skills; ability to dynamically prioritize requests, multi-task in the face of ever-changing and sometimes conflicting demands
- Enthusiastic, self motivated and effective under pressure
- Strong analytical and numeric skills, understanding of financial statements, excellent attention to detail. Able to analyze large data sets and present conclusions concisely
- Strong communication skills and ability to build relationships and influence others, across multiple disciplines and across levels of seniority
- Ability to work well individually and partner effectively within a team
- Proactive, problem solving mindset with ability to identify, present and implement solutions
- A thorough understanding and appreciation of risks and controls
- Disciplined approach to processes and controls with a view to continuous improvement
- Strong knowledge of MS Office tools, especially PowerPoint and Excel
20
Analyst CIB F & BM Resume Examples & Samples
- Liaisoning with product CFO teams to understand business drivers
- Good Excel skills and MS PowerPoint. Knowledge of Advanced Excel would be an added advantage
- Primarily EMEA shifts
21
CIB F&BM Client Profitability Senior Analyst Resume Examples & Samples
- Building relationships with business leads and cross-functional team members
- Provide required project updates, reviews and other required communications
- Partner with technology to design and test technology tools and dashboards to be used across the CIB organization
- Represent the CIB finance team on critical projects across client profitability enhancements, account planning, and banker/sales team portal interfaces
- Good knowledge of Financial Markets, Fixed Income & Banking
- MBA's / CA with 2-5 years of relevant experience
- Good knowledge of Excel, PowerPoint
- Eye for detail and presentation
- Self-driven and able to prioritize effectively
22
CIB CAO F&bm-analyst Resume Examples & Samples
- Month end reporting – support month-end close by reviewing and approving prior-period adjustments
- Monthly MIS Flash and final reporting deck with comments and analysis
- Yearly planning exercise
- The role is an individual contributor role and will not involve direct people management but will require stakeholder management skills
- Qualified accountant
23
CIB F&BM Ferc SPG Analyst Resume Examples & Samples
- Apply up-to-date product/industry/market knowledge in specialty areas of Securitization reporting
- Clearly communicate financial information to the lines of businesses and able to flag potential issues
- Participate in various aspects for the production, review and filing of monthly, quarterly, semi-annual, and annual reports filed with various regulatory agencies that are used by the regulators for compiling widely-used statistics on the levels of, and changes in, domestic and international portfolio positions
- Adhere to proof & control procedures to ensure accurate reconciliation between regulatory filings, SEC filings and other published financial reports (e.g., Form 10-Q, Annual Report/Form 10-K, Call Report & FR Y-9C, Pillar III, etc)
- Adhere to various control procedures and edit checks to ensure the integrity of reported financial results
- Ensure accurate and complete data submission to the Regulators
- Interpret and define regulatory and/or SEC requirements and coordinate internal and external policies
- Establishing and managing relationships with the LOB as well as with external regulatory agency constituents through ongoing partnership and dialogue
- Participate in continuous improvement effort around data quality review and external reporting improvement projects
- Ability to work effectively, meet challenging deadlines and to work under pressure
- Very strong communications skills – significant interaction with senior managers
- Strong control / documentation background
- Excellent Excel and computer skills
- Extremely strong organizational and time management skills
- Project management experience/skills helpful
24
CIB CAO F&bm-senior Analyst Resume Examples & Samples
- Controllers role and governance on the local ledger expenses
- Strong exposure to business management and reporting
- Allocation rules & billing models to recover function costs from supported businesses
- Liaise with product and function CFOs to understand the drivers of business variance
- Maintenance of reference data
- Adhoc requests and projects
- Ability to multi-task and deliver quality work under pressure
- Excellent written and oral communication and presentation skills including Excel and PowerPoint
- Ability to develop and leverage strong network of contacts throughout the organisation
- Good MS Office skills – especially MS Excel
- Ability to work with teams in multiple locations across different time zones
- Strong orientation to details and strong analytical and problem-solving skills
25
Cib Cao F&bm Analyst Resume Examples & Samples
- Proactively monitor financial and execution performance through quality data integrity, analysis, transparency, and relationship management
- Produce Monthly Financial Products & Reports on timely basis
- Partner with key stakeholders (F&BM leads, Corporate/ GTI, and others)
- Support on monthly forecast, mid year outlook and annual budgeting exercise and other ad-hoc reporting/ analysis
26
Senior Analyst CIB F & BM Resume Examples & Samples
- Producing for the senior management key month-end reports like EMR packs, Performance reports etc
- Analyzing operating results and key cost/revenue drivers(Revenues/Expenses/Capital & Across LOBs)
- CA / MBA with two years of relevant work experience
- Ability to interrogate and interpret financial reports
- Strong command of report writing
27
Analyst CIB F & BM Resume Examples & Samples
- Liaison with product CFO teams to understand business drivers
- CA / MBA
- Focus on service delivery/ client satisfaction
28
BM Analyst Resume Examples & Samples
- Supports the Service Relationship Owner to onboard new external vendors/Intra Group Outsourcings to Vendor Risk Management (VRM)
- Central Point of Contact to VRM Process in COO
- Assures that Risk Reviews are completed on time
- Provides internal VRM training sessions
- Supports resolution of mitigation action plans in VRM, interprets VRM policy and control function requirements to SRO’s
- Set Up of External Vendor Reporting
- Track Mitigation Actions (findings) and assures progress
- Process Support for Quality Reviews
- Tracks appropriate project clustering in Risk Vision tool
- Supports SRO’s in the implementation of “Service delivery Management” framework to ensure on going monitoring of outsourcings (sentence is revised now)
- Accompanies new Migrations from Front to Back
- Interacts with the COO Units in order to ensure that VM related topics are covered
- Creation and governance of Performance Review Board Format
- Owns KOP and runs annual releases
- Key contact and owner of any KPI changes which were discussed and agreed with the Regional Managers
- Key Contact for Regional Heads and NOC’s
- 5-6 years’ experience in managing a team/Associated experience with Vendor Governance
- Prior experience of working in an Investment Banking
- Proven experience of working autonomously
- Degree level education B.Com/BBA
- Masters would be an added advantage (MBA/M.Com)
- Excellent communication skills (both written and verbal)
- Confidence with figures, managing and representing information
- Proficient user of Excel, should feel comfortable with lookups / pivot-tables and have an ability to design a spreadsheet with appropriate controls and audit trail
- Good skills in developing power point presentations
- Hands on and able to use own initiative
- Knowledge of Investment banking businesses
- Knowledge of measurement of Performance Matrix
- Strong experience with VRM projects or VRM compliance and strong experience with VRM
- Experience with control functions such as Compliance or Business Continuity Management will also be considered
- Familiarity and experience with Vendor Management and Vendor Risk Management
- Excellent written and oral communication skills, MS-office skills required
- Ability to work in co-ordination within different teams/locations
- Business Management knowledge appreciated
29
Cib-f&bm Finacial Analyst Resume Examples & Samples
- Prepare monthly financial packs, presentations and/or reports as required for multiple legal entities
- Working with business stakeholders to help understand business drivers, trends, opportunities, and to drive execution of decisions reached, both on a legal entity basis and global franchise basis in order to optimize on revenue or optimize revenue/cost trade-offs
- Ad hoc financial analysis and modeling
- 2+ years of relevant experience (e.g., banking, program management)
- Good influencing skills
- Understanding of business and management functions in Global Investment Management and/or related financial services industries
- Organized and proactive with a keen attention to detail
- Discretion with highly confidential and sensitive information
- Very strong Microsoft Excel, Outlook, Word, PowerPoint skills; must be able to use/create pivot tables to data mine and analyze information databases with Excel
- Skills with SharePoint and other project management tools a plus
- Strong interpersonal and communication skills to work / coordinate with colleagues across geographic distances to complete tasks within stipulated deadlines
30
CIB CAO F&bm-allocations Senior Analyst Resume Examples & Samples
- Retrieving the expense and headcount details from various CAO source systems
- Consolidation and managing allocation from CAO to product via SAPCO uploads
- Preparing the missing rules and other exception reports and consolidation
- Using various toolsets like Clarity/Cognos/AMT to generate allocated forecast view of expense and headcount
- Prepare and deliver allocation management decks via technology solutions & tools
- Source level allocation reporting to stakeholders
- Ensuring accurate financial controls with compliance to all relevant policies and procedures and reconciliations of reports as necessary
- Interact with senior management, Regional and Global Finance/business management teams, keeping them appraised and involved with key decisions and projects across finance and operations
- Excellent Excel skills; knowledge in Macros/MS Access would be an advantage
- Preference to candidates with experience in Banking / financial services industry and working with global stake-holders
- Strong analytical skills, good judgment, effective communication abilities, proven track record of working well within teams and ability to interact with people at different levels and across countries
31
CIB F&bm-regional P&a-analyst Resume Examples & Samples
- An MBA (Finance) / Qualified CA with at least 1 year of post qualification experience with exposure to the banking industry. Previous P&A / MIS Reporting experience is preferred
- Attention to detail to ensure accuracy and completeness of work
- Works well individually and shares information, supports colleagues and staff
- Enthusiastic, self-motivated, strong interest in learning, effective under pressure and willing to take personal responsibility / accountability
- Excellent MS Excel (data manipulation, macros, v-lookups, pivot tables) / MS Access/ MS PowerPoint skill sets will be preferred
- Working knowledge of MIS tools like Essbase / Business Objects, Cognos will be an added advantage
32
CIB F&BM Senior Presentations Specialist Analyst Resume Examples & Samples
- Take ownership of any discrepancies or areas of ambiguity in client data and seek appropriate guidance as directed (phone the banker, Front Desk, etc)
- Using this knowledge, develop understanding of common banker requirements in order to continuously improve service provision and quality
- Keep GC1/GC2 or Team Leader updated on progress, advising immediately of any delays or issues
33
Analyst IB F & BM Resume Examples & Samples
- Invoices for clients
- Dealing with Bankers (Front Office) /Middle Office and Syndicate desk in relation to invoice and providing expense details
- Reconciliation & certifications of accounts
- Project code set ups and other data quality activities
- Executive Management Report
- Ad-hoc requests from Liaison office or bankers
- Reviewing all activities and make sure smooth functionality
- Dealing with Front office on Invoicing and other billing related requirements
- Preparing & Presenting the monthly EMR to global stake holders
- Handling and driving projects
- Control checks on process basis the GLRS policy
- Driving people agendas
- Work on all ORM and Audit related requirements
- Make sure the team is following policies correctly
- Speaking on a continuous basis with the stake holders and maintaining good relations with all
- Fresh CA / MBA with one-two years of relevant work experience, Graduates / post graduates with 4-5 years of experience
- Excellent communication & partnering skills