Business Analysis & Reporting Resume Samples

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M Schneider

Moshe

Schneider

4914 Goldner Bridge

San Francisco

+1 (555) 396 9789

4914 Goldner Bridge

San Francisco

Phone

p +1 (555) 396 9789

Experience Experience

Phoenix, AZ

Business Analysis & Reporting Manager

Phoenix, AZ

Ward Inc

Phoenix, AZ

Business Analysis & Reporting Manager

Create and manage a work request/change management process for analytic and reporting requests
Use data analysis to generate process improvement ideas and areas of focus for the management team
Create presentations to summarize analysis and recommendations. Present information and ideas to a cross line of business management team
Provide support for the development of Ad-Hoc reports and data extracts
Assist with the implementation of enhancements by preparing user documentation and monitoring post implementation issues
Contribute to the look and feel of the application by preparing mock-ups, screen designs and recommending graphical user features consistent with business processes
Assist in the ongoing efforts to increase transparency and efficiency within the wider Compliance Operations department

Los Angeles, CA

Manager, Business Analysis & Reporting

Los Angeles, CA

Raynor, Hermann and Beatty

Los Angeles, CA

Manager, Business Analysis & Reporting

Business advisory support to Transaction Banking and Treasury & Market Services businesses within the Investor & Treasury Services platform
Continuing maintenance and development of all financial processing and controls activities within the Transaction Banking (TB) and Investor &Treasury Services (I&TS) businesses
Responsible for daily, weekly and monthly management reporting including in-depth analysis of business results and review with local business management on key trends
Play lead role in forecasting and planning processes for TB and TMS Businesses
Provide in-depth financial support to business heads and business management on key business initiatives
Continuing development and maintenance of suite of analytical reports including key drivers for the TB and TMS business units
Ensure all existing processes are fully documented and review to identify opportunities for outsourcing and efficiency gains

present

Chicago, IL

Cib-business Analysis & Reporting Manager

Chicago, IL

VonRueden-Zboncak

present

Chicago, IL

Cib-business Analysis & Reporting Manager

present

Rendering accurate and timely accounting statements in compliance with customer expectations and departmental standards
Reviewing transactions on a daily basis to ensure conformity to established policies and procedures
Monitoring cash and asset variances between the core systems and the accounting system on a daily basis and resolving discrepancies
Monitoring income activity and ensuring that all overdue items are resolved
Communicating with service partners to ensure the timely resolution of all inquiries both internally and externally
Performing "buddy reviews" for other accountants prior to rendering final portfolio valuations
Assisting with systems testing for any new releases or enhancements and maintaining a system of filing and account profiles to facilitate continuity at all times

Education Education

Bachelor’s Degree in Computer Science

The University of Alabama

Bachelor’s Degree in Computer Science

Skills Skills

Strong Excel, MS access, PowerPoint skills, with working knowledge of MS Projects, Share-point & VISIO
Ability to understand complex problems while presenting them in simple terms and identify viable solutions
Exceptional organizational skills, with proven ability to prioritize and efficiently complete assignments while maintaining high quality
Exceptional communication skills including oral, written and presentation; ability to communicate and present information tailored to different audiences
Good PPT skills for Senior Mgmt. reviews
Capable of deciphering, tracking & planning of project Financials, Financial plans, budgets etc
Ability to partner effectively with diverse groups across geographies & teams
Confident and organized with the personality to challenge status quo with strong reasoning & influencing skills
Self-starter with initiative, ability to take ownership and work independently as well as within a team
Some knowledge of Business Objects

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11 Business Analysis & Reporting resume templates

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Business Analysis & Reporting Associate Resume Examples & Samples

To engage in a dynamic and entrepreneurial environment in the early stages of a new business
To develop strategic problem solving and communications skills by working closely with senior leaders across functions and lines of business
To gain knowledge and understanding of key legal and regulatory issues, financial services information and technology, and the “Big Data” industry
Project Management: Administration and support for critical aspects of the JPMIS commercialization process
Management Reporting: Develop and deliver reporting and communications, coordinating across multiple internal and external functions
Research and Analysis: Investigate and analyze key issues that impact JPMIS and the firm, including data use, privacy and third party relationships
Projects likely to include: Identification and Remediation of Unauthorized Data Use By Third Parties, Administration of JPMIS Data Use Working Group, Tracking and Reporting on Legal, Risk, Privacy and Intellectual Property reviews
Results orientation with a willingness to take initiative and execute independently
Judgment and professional maturity to handle sensitive information and work with senior management
Excellent project management skills and attention to detail, ability to prioritize responsibilities and issues
Excellent communication skills (both oral and written)
Outstanding ability to analyze problems, identify key dimensions of a problem and propose solutions
Demonstrated interest in technology and “Big Data” in the financial services industry
Advanced MS Excel, Word and PowerPoint skills

Business Analysis & Reporting Resume Examples & Samples

Assist in the ongoing efforts to increase transparency and efficiency within the PAD group and the wider Compliance Operations department
Gathers, inputs and manipulates data for the complex business and/or financial analysis and reporting purposes
Helps solve poroblems and may distribute reports to internal and external audiences
Bachelors Degree, preferably in business, finance, economics, MBA a plus
Ability to work in fast-paced environment and manage multiple, changing priorites

Business Analysis & Reporting Manager Resume Examples & Samples

Assist in all departmental activities including, but not limited to, employee certifications of outside activities and associated functions
Assist in the ongoing efforts to increase transparency and efficiency within the wider Compliance Operations department
Validates accuracy of data and assists with report preperation
Bachelors Degree, preferably in business, finance, economics
10 years experience in financial services industry a plus but not a requirement. Compliance, AML, risk management, or regulatory affairs in financial services industry a plus
5+ years experience managing front-line employees
Strong Microsoft Office skills, Word, Outlook, Excel and Powerpoint
Attention to detail and ability to multi-task are essential

Senior Manager, Business Analysis & Reporting Resume Examples & Samples

BA/BS degree in business, finance, economics, engineering, computer science or other quantitative discipline required. Master's degree preferred or 15 years’ of equivalent experience required
10 years of cross-functional and cross-discipline experience within a complex organization
Experience with Business Intelligence projects and applications (e.g., reporting, ETL, database) required
Excellent communication and interpersonal relations skills required
Experience in managing teams required
Deep Business, Technology, Process, and Change Management skills
Ability to analyze and evaluate complex business, system & process opportunities
Ability to build relationships with a broad set of leaders
Ability to provide thought leadership and influence
Great interpersonal skills, especially communication skills
Keen interest in learning new areas and new ideas
Demonstrated willingness to take a stand on important issues
Demonstrated strong follow-through on work
Ability to operate effectively in a matrix organization
Comfortable with ambiguity

Business Analysis & Reporting Manager Resume Examples & Samples

Design and maintain a suite of consolidated management reports
Create and manage a work request/change management process for analytic and reporting requests
Conduct data analysis and translate into meaningful information that can be used for day to day decision making and longer term strategies
Review existing reporting to ensure the highest level of quality and accuracy
Use data analysis to generate process improvement ideas and areas of focus for the management team
Create presentations to summarize analysis and recommendations. Present information and ideas to a cross line of business management team
Partner with operational leadership to understand their analysis and reporting needs and continually assess effectiveness
Manage 1-3 people
5+ years of experience with reporting or Business Intelligence tools
Prior experience working as an Information Reporting Analyst analyzing and creating reporting or developing trend analysis, supporting multiple complex projects/programs is required
Proficiency within the Microsoft Office suite – Ms Access, PowerPoint, Excel functions including pivot tables, charts, macros and Visual Basic
Strong analytic skills required
Excellent written and verbal communication skills are required
Candidate must be articulate, detail oriented, and able to work independently
Strong partnership and team building skills are required

Cib-business Analysis & Reporting Manager Resume Examples & Samples

Reviewing transactions on a daily basis to ensure conformity to established policies and procedures
Monitoring cash and asset variances between the core systems and the accounting system on a daily basis and resolving discrepancies
Performing "buddy reviews" for other accountants prior to rendering final portfolio valuations
Participating in various projects as assigned
Reviewing and controlling of the daily operation, ensuring adherence to procedures and controls and providing necessary data to senior management and clients
Supervising a team of 100+ fund accountants including senior fund accountants and support positions including assigning responsibilities and ensuring an efficient work environment
Reviewing NAVs and yields prior to release
Reviewing key areas of daily operations in order to ensure accuracy and compliance with procedures and controls
Reviewing accounting related issues included in new fund set up, monitoring key indicators of fund status (past due income, cash balances, corporate actions, etc.) and taking prompt action to correct problems as required
Representing Fund accounting with key stakeholders including fund management, the custodian, the transfer agent and all other related parties
Interviewing, hiring and coordinating the training of new employees
Strong technical skills including accounting principles and theories
Proven ability to drive and deliver efficiencies through re-engineering and process improvements ensuring optimal productivity
Proven ability to establish and review key metrics to measure workflow capacity, system efficiency and effectiveness of controls and serve as an escalation point

Cib Executive Director Business Analysis & Reporting Manager Mumbai Resume Examples & Samples

Leading the team and providing guidance to supervisors and staff on treatment of complex financial transactions to ensure proper identification in financial statements
Overseeing the production of the Fund's quarterly, semi-annual, and annual reports to partners that are filed with the regulators along with be-spoke client & regulatory reporting
Acting as the primary contact for client inquiries, requests and ad hoc projects on financial reporting issues
Actively participating in audits across with multiple departments and responding to internal and external inquiries
Assisting in developing and adjusting department procedures, systems enhancements and achieving department’s efficiency goals
Coaching and developing staff including formal objective setting, performance reviews and providing ongoing and regular feedback
Work with local and global Senior Management Teams across multiple geographies to drive various technology & operations projects
Preferably qualified Chartered Accountant / MBA finance having at least 10 years of experience in Financial Services industry / (financial reporting activities / Fund accounting/ Audit ) in a service delivery model
Exceptional leadership and staff development skills with prior team management experience
Excellent communication, influencing and negotiation skills with the ability to develop and maintain collaborative relationships both internally and with external stakeholders
Engage, track and see to fruition a “strengthen our base/up-skill our current workforce” training agenda
Minimum 10-15 years of Mutual/Pension/Hedge Fund and accounting experience
MBA/CA/ICWA preferred
Excellent communication, influencing and negotiation skills with the ability to develop and maintain collaborative relationships both internally and with external clients
Ability to anticipate issues and aggressively drive initiatives to achieve results

Business Analysis & Reporting Manager VP Resume Examples & Samples

Maintain a continuous focus on management reporting in conjunction with input from the Operations Executive
Manage track and report results against established metrics both individually by business and jointly for the combined businesses
Provide analysis, coordination and reporting (including business analytics) for ad hoc business related matters
Coordinate business strategy and cross business initiatives; represent GTAC Operations Executive in meetings and programs as assigned; engage with business partners to drive business goals and objectives
Assist in promoting and sustaining people focused culture
Assist in driving improvement in overall client experience
Ability to quickly understand complex subject matter
Ability to think strategically and help solve complex problems
Ability to translate complex requirements into simple guidance
Very strong leadership, interpersonal, and influencing skills
Proficient in Microsoft applications, specifically MS ACCESS, Excel and PowerPoint
Proficiency in databases/data marts
Proficiency developing data analytics
Ability to lead and influence a global /virtual team, driving partnership across multiple business areas
Experience in CIB technology or operations, and product knowledge (a plus)
Experience working with Federal Reserve Reporting work/clients (a plus)
Cash Management and Treasury Services a plus

Business Analysis & Reporting Manager Resume Examples & Samples

Work closely with the Investigative Groups to identify and develop complex business requirements and processes
Write business requirements and review functional requirements (story cards)
Research and evaluate alternative solutions and make recommendations
Make important trade-off recommendations between functionality, resources, and timing
Contribute to the look and feel of the application by preparing mock-ups, screen designs and recommending graphical user features consistent with business processes
Assist with the implementation of enhancements by preparing user documentation and monitoring post implementation issues
Support testing requirements and lead User Acceptance Testing teams during the test effort
Create test condition catalogs, use cases, and test plans
Review system test plans to ensure major functionality is tested
Act as the primary contact point for User Acceptance Test issues and production issues
Provide status reports to internal customers and management, when required
Provide support for the development of Ad-Hoc reports and data extracts
Develop a requirements traceability matrix
Work with business and with Oversight & Control teams to ensure that systems have the appropriate controls
Support the development of GS&MA’s administrative application in SharePoint
A minimum of 5 years experience as a Business Analyst
Experience with writing Business Requirement/Functional specifications
Strong interpersonal, presentation, and communications skills
Client facing skills, able to deal with technical and non-technical colleagues
Excellent problem solving/analytical abilities
Ability to elicit business requirements from a variety of sources
Ability to evaluate information critically to assess user needs
Ability to challenge plan assumptions
Ability to manage multiple analysis projects
Ability to interact professionally with senior managers and experts
Ability to function as interface between our clients and our development team partners
Ability to develop accurate and detailed business requirement specifications
Ability to function as liaison between business, technology, and support
Broad knowledge of fraud, risk, controls and associated products is a plus
Extremely organized and detail-oriented
Ability to take a business generated idea and assist the business in taking the idea from conception thru execution
Ability to think out of the box and generate potential business/technical solutions to business issues/problems and review them with our business and technical partners
Must have a conceptual and practical understanding of full system development lifecycle (SDLC) and project lifecycle. Understanding of the Agile Methodology is a plus
Experience handling fraud investigations and/or knowledge of the investigative process
Experience with fraud case management tools. Experience with the case management system used by GS&MA Global Investigations a plus
Knowledge of the fraud investigation process is a plus
Experience with regression testing and test tools
Experience with conducting UAT testing, including test plans, scripts, test case generation, and issue resolution
Requires strong computer skill, including the ability to analyze data and familiarity with various data structures (i.e. CSV, XML, etc)
Advance knowledge of data structures, data relationship, and schemas
Required knowledge of data extraction and reporting tools (i.e. Business Objects, SQL, MS ACCESS, etc.)
Requires advanced knowledge of MS Office software (EXCEL, ACCESS, InfoPath, SharePoint, PowerPoint, etc.)
Bachelor’s Degree in a Business or Technology field preferred
Certification in Business Analysis and/or Project Management a plus

Business Analysis & Reporting Manger Resume Examples & Samples

Focuses on the identification of emerging fraud trends through an analysis of historic and current fraud data, including modeling and profiling
Provides analysis around early detection of check fraud, internal fraud, internet fraud, and cross channel related frauds, while managing critical system models
Works with Risk, other bank partners, and other GS&I groups to maximize data intelligence. Gathers, tracks, and reviews all internal and external data leads related to fraud issues
Researches and takes action on new methods of committing internal and external fraud. Analyzes and identifies fraudulent patterns based on actionable data intelligence to mitigate losses
Advises GS&I Management of fraud trends and how business intelligence tools can be enhanced
Creates applications or technological tools to support the efforts of the team and GS&I as a whole to reduce investigation time or to enhance quality for both investigations and regulatory requirements
Minimum of 2+ years experience analyzing or investigating bank fraud
Extensive understanding of bank fraud detection systems and mitigation strategies
Extensive experience and understanding of organized criminal groups who operate in check fraud, internal fraud, and electronic crimes as they relate to bank fraud
Clear understanding of Data Mining, Analytics, Fraud Tools, and Threshold Modeling
Fluent in SAS, SQL and/or VB (SAS certification preferred)
Experience in the automation of aggregating and analyzing large amounts of data for fraud purposes
Knowledge and experience using cross department fusion tools a plus
Able to articulate sophisticated data patterns to non-technical line of business risk partners and memorialize investigations into regular reporting requirements
Able to interface with other bank investigators and industry peers in subjects related to fraud analytics, intelligence, and investigations
Strong knowledge of the data required to conduct fraud analysis, link analysis, and spatial analysis
Able to brief GS&I senior management on key issues in a timely fashion

Business Analysis & Reporting Manager Application Resume Examples & Samples

Focusing on the identification of emerging fraud trends through an analysis of historic and current fraud data, including modeling and profiling
Providing analysis around early detection of check fraud, internal fraud, internet fraud, and cross channel related frauds, while managing critical system models
Working with Risk, other bank partners, and other GSMA groups to maximize data intelligence. Gathers, tracks, and reviews all internal and external data leads related to fraud issues
Researching and takes action on new methods of committing internal and external fraud. Analyzes and identifies fraudulent patterns based on actionable data intelligence to mitigate losses
Advising Global Investigations Management of fraud trends and how business intelligence tools can be enhanced
Creating applications or technological tools to support the efforts of the team and GSMA as whole to reduce investigation time or to enhance quality for both investigations and regulatory requirements
Preferred experience working with Financial Institution Risk or Investigation department or federal law enforcement or national security investigations/intelligence background
Clear understanding of Data Mining, Analytics, and Fraud Tools
Thorough understanding of industry data trends/standards related to online and check fraud
Experience with Corporate Data Warehouses
Fluent in SAS (certification preferred), SQL, and Database Design
Fluency in JavaScript, Java, HTML, and Perl a plus
Ability to coordinate, work with and gain the trust of business stakeholders, technical resources, and third-party vendors
Knowledge of computers and the processing of data
Ability to identify control gaps and recommend remediation strategies on a regular basis
Good written and verbal communication skills are required
Ability to communicate effectively with representatives of the Lines of Business, technology specialists, and third party vendors
Able to brief GSMA senior management on key issues in a timely fashion

Cib-business Analysis & Reporting Manager Resume Examples & Samples

Ideal candidate must be self-motivated with a proven track record in Confluence Unity Platform. Candidate must be organized and analytical, adept at working in a team environment, with a proven ability to design and implement a project schedule within agreed timeframes while handling multiple priorities
B.S. degree in Computer Science, Software Engineering, MIS or equivalent preferred
Advanced experience with Confluence Unity Suite (Confluence Unity Workstation 9.4, Confluence Unity Perform 9.4, Confluence Unity Financial Report Manager 9.4) - configuration and custom development
Good knowledge and understanding of Fund Administration Business will be an advantage
Ability to understand the business requirements and converting them into solution designs
Knowledge in web-based systems architecture, service-based architecture, enterprise application architecture as well as experience managing expectations when balancing alternatives against business and financial constraints
Should have hands-on expertise in some of the following technologies: Workflows, OBM, Integration/EAI technologies (e.g. Pervasive, Informatica, Jitterbit, ESB), C++Java/J2EE, including SOAP, RESTful, .NET and related technologies (JSON, XML, etc), Common frameworks such as struts, spring, hibernate, etc. and Database technologies (Oracle, Myself, JDBC, SQL, PL/SQL, stored procedures)
Must demonstrate good judgment and pragmatic approach to delivering software that optimizes architecture activities across company needs, business constraints and technological realities
Should have participated in, and be familiar with, Agile (Scrum) project methodology and practices
Must maintain professional knowledge and relationships with the Fund Services ecosystem
8-15 years of relevant experience
Proven Solutions consulting experience in large enterprises

Manager, Business Analysis & Reporting Resume Examples & Samples

Business advisory support to Transaction Banking and Treasury & Market Services businesses within the Investor & Treasury Services platform
Continuing maintenance and development of all financial processing and controls activities within the Transaction Banking (TB) and Investor &Treasury Services (I&TS) businesses
Responsible for daily, weekly and monthly management reporting including in-depth analysis of business results and review with local business management on key trends
Play lead role in forecasting and planning processes for TB and TMS Businesses
Provide in-depth financial support to business heads and business management on key business initiatives
Continuing development and maintenance of suite of analytical reports including key drivers for the TB and TMS business units
Ensure all existing processes are fully documented and review to identify opportunities for outsourcing and efficiency gains
Local management responsibility for TMS Business Analyst in Toronto, and continuous interaction with Capital Markets Product Control and Financial Control teams
Finance/accounting background (CFA, MBA) or equivalent work experience
Financial/management reporting experience in a large bank
Experience in a month end processing/control role
Some people management experience or a demonstrable readiness to step into a people manager role
Strong analytical skills with the ability to interpret and concisely summarize complex issues
Client service focus
Effective organization and planning skills – plans, organizes and schedules in an efficient, productive manner. Focuses on key priorities
Team player and able to work effectively with staff at all levels
Advanced Excel and PowerPoint skills

Business Analysis & Reporting Manager Resume Examples & Samples

FTE resource tracking (recruitment, reqs, clarity assignment, mobility etc
India Consultant tracking (liaise with the vendor mgmt. leads on all GWM vendor related activities)
Provide oversight to BU admin functions in Bangalore
Manage day-to-day operations on infrastructure management. This will involve timely and accurate reporting, analysis & planning for infrastructure requirements for GWM teams and provide inputs to the BM team and GWM leadership
Good Interpersonal, communication, articulation skills & Stakeholder mgmt. experience
Ability to drive consensus and influence outcomes
Strong Excel, MS access, PowerPoint skills, with working knowledge of MS Projects, Share-point & VISIO
Awareness of latest trends in business technologies & its uses is a plus!
Good PPT skills for Senior Mgmt. reviews
Capable of deciphering, tracking & planning of project Financials, Financial plans, budgets etc
Ability to partner effectively with diverse groups across geographies & teams
Confident and organized with the personality to challenge status quo with strong reasoning & influencing skills
Self-starter with initiative, ability to take ownership and work independently as well as within a team
Must demonstrate resourcefulness in finding solutions to problems

Commercial Banking Client Experience Business Analysis & Reporting Senior Associate Resume Examples & Samples

Implement and manage a cross-functional client experience scorecard delivered to CB executives
Develop a deep understanding of CB systems and processes in order to extract insights from existing data while identifying and recommending enhancements to improve data quality
Provide a high level of responsiveness to executive ad-hoc requests and “what-if” scenario modeling, as needed
Develop and manage a centralized repository and roadmap for CB-wide projects to holistically view and measure impact of change on clients and / or client-facing staff
Build tracking mechanism and actively score CB projects as part of a rigorous, repeatable change impact review process; identify high-impact events, conduct client experience impact analysis, and develop reporting for senior-level forums
Proactively identify opportunities for improvement around client experience metrics, and be the team’s data and analytics leader for projects that have a client experience impact, as required
5-7+ years of total experience within MIS/Analytics roles; must have expert knowledge of data & business intelligence concepts (e.g., SQL, Data Modeling) with ability to communicate programs and challenges to non-technical stakeholders
Proven experience delivering timely, high-quality, senior manager-level reporting and analyses from diverse, complex data sources. Attention to detail a must with a focus on executive level presentation quality
Expert-level ability expected in SQL query development. Expert in all MS Office tools (Excel, Pivot Tables, Access, VBA, PowerPoint)
Demonstrated knowledge of data warehousing concepts and exposure to one or more Business Intelligence toolsets and database platforms: SQL Server Reporting Services (SSRS), Tableau, Analysis Services (SSAS), Qlikview, Business Objects, SAS, Crystal, R, SQL/Oracle/Teradata, etc

Business Analysis & Reporting Manager Resume Examples & Samples

This position will be supporting cross LOB initiatives and interface with multiple support groups within the MIS and Reporting team, while overseeing the technical and development analysts
Coordinate functional requirements with business management staff and technical solutions with systems programming and analyst staff to determine the most cost-effective solutions. Participate in project activities including prioritizing, developing schedules, determining resources, preparing plans, process and procedure documentation and effectively resolving issues as they arise
Communicate status to management and stakeholders as necessary through summary reports, review decks, project plans, agendas, minutes, issue / risk tracking, etc
Demonstrated advanced analytical, problem solving, and documentation skills
Excellent interpersonal skills necessary to work effectively with a variety of individuals, departments and organizations
Ability to manage shifting priorities
Excellent organizational skills with attention to detail
BS degree required. Emphasis in MIS, Risk Management, Finance, Computer Science, Mathematics or Statistics is preferred
Knowledge of SQL, TOAD, or other equivalent technologies preferred
Previous mortgage default and servicing knowledge a plus
Knowledge of advanced Excel and Access tools is a plus

Executive Director Business Analysis & Reporting Manager Wholesale Loan Operations Resume Examples & Samples

Manage a 10-20 FTE global MIS organization. Continually refine team operating model and partner with DNA leaders in goal-setting, recruiting, retention, and people development agenda at a senior manager/manager-of-managers level
Partner with the Head Operations Executive of WLO in setting a strategic plan and optimizing performance of business management reporting programs. Key responsibilities include defining and publishing monthly business reviews, volume capacity modeling & forecasting, unit cost allocations, productivity, quality control, client experience, employee scorecards, etc
Lead an innovation agenda, continually seeking to leverage the best available tools & techniques to improve the value and efficiency of business management reporting
Thoroughly define and document core metrics definitions and align on authoritative sources; ownership & accountability for data quality and controls
Manage a high-volume and high-complexity reporting & analytics book of work, leveraging rigorous project management discipline
Develop a deep understanding of systems and processes in order to extract insights from existing data while identifying and recommending IT enhancements to improve data quality; develop strong partnerships with IT application owner and data management teams to align on a roadmap for continual improvement
15+ years of total experience within MIS, Analytics, Business Management, and/or Finance roles; demonstrated ability to define operating model and build high performing teams in support of operational process monitoring & optimization. Experience supporting loan origination / servicing operations businesses preferred
Demonstrated success in recruiting, retention, people development, and performance management at a manager-of-managers level
Ability to serve as a strategic business consultant, working with executives to guide improved business performance through data versus only providing reports
Competent in the use of data technology to solve complex business problems, with hands-on expertise in use of multiple Business Intelligence toolsets and database platforms; examples include SQL Server Reporting Services (SSRS), Tableau , Analysis Services (SSAS), Qlikview, Business Objects, SAS, Crystal, R, SQL/Oracle/Teradata, etc
Experience in enterprise-level program management, with history of leveraging robust project management discipline to deliver complex initiatives
Excellent communication and global client partnership ability
BA / BS; advanced study / quantitative focus a plus

Business Analysis & Reporting Manager Resume Examples & Samples

Exceptional communication skills including oral, written and presentation; ability to communicate and present information tailored to different audiences
Extensive experience in developing presentations for senior management consumption
Exceptional organizational skills, with proven ability to prioritize and efficiently complete assignments while maintaining high quality
Ability to partner with various functions and partners (internal and external to FCOI) to influence positive outcome and achieve results
Ability to evaluate business needs, requirements and translate into recommended solutions; evaluate existing solutions and how they can be leveraged or enhanced to support new requirements as an alternative to implementing a new solution
Ability to understand complex problems while presenting them in simple terms and identify viable solutions
Ability to monitor and report to management on the status of departmental projects: Anticipate and identify issues that could inhibit achieving the project goals and objectives, and implement corrective actions and mitigation strategies
Required: Bachelor's Degree in a related field i.e., Business Management, Finance, Computer Science or equivalent work experience in the financial industry
10+ years of experience in Financial Services or similar industry
3+ years relevant work experience in client facing roles
Required advanced Microsoft Power Point
Some knowledge of Business Objects

Business Analysis & Reporting Manager Resume Examples & Samples

MS Office skills
Problem/issue resolution
Ability to think globally
Statistical tools, packages and/or modeling techniques
Business applications and workflows
Multi-function disciplines

CIB F&BM Business Analysis & Reporting Manager Resume Examples & Samples

10+ years of relevant industry experience in a program management office and delivery management function
Ideal experience/background in technology and/or operations – i.e. operating procedures, operating model design, strategy
Experience on global projects or process/control improvements
Extremely proficient in Microsoft Office and experienced at managing a cross line of business plan, including cross dependencies
Proficiency in Reporting/BI Tools like Qlikview would be an added advantage
Proven ability to make concise and effective presentations
Established track record of project delivery in a complex environment
Strong analytical, structured approach to problem solving
Strong people and organizational management skills
Excellent written and oral communication skills - as well as strong influencing and relationship management skills
Must be a confident team player -- possessing a strength of personality and intellect to gain the respect of demanding business heads and senior finance management team
Must have a collaborative and participative style. Professionalism, sensitivity, discretion and sound decision-making
Skills allied with the ability to interact with senior executives are essential

Commercial Card-business Analysis & Reporting Resume Examples & Samples

Work across functional areas to create executive business review content and materials
Ensure accuracy and consistency of data and that reporting delivers the intended key messages
Develop reporting production schedules that balance getting the most recent data with the lead time required to publish final materials
Gathers and prepares data for business analysis, reporting, trend analysis or forecasting decisions
Strong verbal and written communication: experience in creating and delivering complicated management presentations with a cohesive storyline
Experience and ability to work with and influence senior executives
Demonstrated experience in managing multiple deliverables in parallel
Advanced PowerPoint and Excel skills, and experience creating executive presentations
College degree, preferably in finance, economics or business administration
2+ years work experience at a financial institution or management consulting firm

Associate Business Analysis & Reporting Specialist Resume Examples & Samples

Providing direction, advice, analytics and reporting across the teams to ensure key headcount, financial, delivery targets and analytics are well-understood and managed
Governance and Communication – helping to drive town halls, off-sites, and weekly management meetings. Supporting creation of Executive-level presentations on strategy, budget, project delivery, controls, risks, etc
Vendor Strategy - participating in Vendor selection and management; working with Sourcing team to lead contract initiation, bidding, RFP reviews, selection criteria and vendor selection. Coordinating the review and approval of vendor statement of works
Staffing - run capacity and competency models assess resource and alignment gaps and provide organization design support. Participate in recruiting priorities, design recruiting strategy, work extensively with HR/Recruitment team to implement and implement best practices throughout the organization
Bachelor’s degree required and minimum 8-10 years experience in Operations /Business Management
Demonstrated successful performance in Business Operations management role within Financial Services Industry
Strong understanding of Compliance/Risk within Financial Services
Strong verbal and written communication – must be able to deliver key messages succinctly to drive to consensus across a global organization
Collaborative style to work with team members across functions and global/regions prioritizing issues, risks and analysis

MB Business Analysis & Reporting Specialist Resume Examples & Samples

Execute the requirements set forth in this Policy and the Third Party Oversight (TPO) Standards for each Supplier Engagement in which they have been designated as the Delivery Manager
Engage required Stakeholders as appropriate and incorporate their requirements throughout the process of Onboarding, steady state and disengagement of Supplier relationships
Accountable, in consultation with Category Sourcing, for the establishment of Service Level Agreements (SLAs) in Contracts, as appropriate, to facilitate performance monitoring
Manage and monitor Supplier risks, controls, performance and compliance with Contract terms, including monitoring approaching Contract expiration dates, associated with the Engagement
Escalate Supplier risks and issues to the Executive Sponsor and TPMO
Identify whether the Supplier will be using any Subcontractors in the provision of Goods and/or Services as part of the Engagement
Escalate instances of a Supplier’s non-compliance with agreed upon Contract terms to Category Sourcing, Legal, TPMO, Finance, LOB management and other Stakeholders, as appropriate, to determine course of action (e.g., escalation, holding invoice payments, legal action)
Serves the role of Category Sourcing for those Engagements in which Category Sourcing is not required to be engaged or in which Category Sourcing has delegated its authority to the LOB to support
Timely and appropriately escalates to Legal indications of a potential litigation
Bachelor’s degree in Business Administration preferred
Minimum of 3 years vendor management experience
Relationship Management with a successful track record
Thorough knowledge of Mortgage Banking/ Loan, Default Servicing and Third party investor guidelines strongly preferred
Ability to effectively resolve problems using strong logic and problem resolution skills through critical thinking
Knowledge of mortgage banking/Third Part Oversight (TPO) systems (SPARC, DM Central, MSP, LPSD, Phoenix, and Compass) is a plus; some knowledge of any systems is good
Experience working in team environment
Proficient with Microsoft Office suite; Excel (Pivot Tables)
Strong multi-tasking, organizational and time management skills required

Business Analysis & Reporting Resume Examples & Samples

Court Orders and Levies
Demonstrated ability to create and maintain advanced reporting (metrics and scorecards) and analytics experience
Intermediate to advanced MS Office skills (e.g., Excel and Access)
Prefer Centralized Transaction Operations (CTO) knowledge and/or business application (e.g., EDW, SAP, etc.) knowledge
Intermediate SharePoint skills
Experience in production, process improvement, and/or project management
Excellent verbal and written communication skills - ability to summarize findings into concise high level points geared towards the audience
Demonstrated ability to positively interface with other departments, colleagues, senior management and external customers is required
Experience leading projects and/or initiatives
Ability to deal with ambiguity and multi-task
Strong issue resolution skills

Associate Business Analysis & Reporting Resume Examples & Samples

8+ years financial services industry experience, preferably in the Controls, Compliance, Audit or Risk environment
Experience in the effective presentation / visualization of data and analytics
Able to deliver projects consistently, problem solve and think strategically under pressure
People management will be an added advantage

Analyst Business Analysis & Reporting Resume Examples & Samples

Aggregate data across lines of business/corporate functions/regions for reporting critical information
Execute various data integrity checks on source data used in monthly and quarterly reports
Engage in various data analytic functions across the firm from multiple sources and formats
Proactively communicate reporting modifications and process changes to contributors based on senior management requests and personal observations
Ensure key trends, issues and watch items are brought forward from the metrics into management summaries clearly
Assist in real-time risk detection and communicate escalation items to executive management to improve transparency and enhance risk monitoring
Support the NY-based Operational Risk Reporting and Data Analytics team on monthly deliverables and ad hoc projects driven by Operational Risk Officers
Work closely with the Data Gathering team and Controls Room lab to automate data feeds and standardize reporting
Assist in the development and maintenance of reporting procedures and controls in accordance with regulations
Bachelor's degree in Business Administration, Finance, Accounting or related discipline
2+ years financial services industry experience, preferably in the Controls, Compliance, Audit or Risk environment
Experience with Excel and Powerpoint a requirement with additional experience in Cognos and/or Qlikview reporting tools (creating and running reports) a plus
Excellent written and oral communication skills with the ability to present information in differing degrees of detail and form depending on the audience
Possess a working knowledge of banking operations, financial services A high-level of attention to detail and quality assurance
Proven ability to be able to multi-task, as well as assess and change priorities

Cib-business Analysis & Reporting Manager Resume Examples & Samples

Leading the team and providing guidance to supervisors and staff on treatment of complex financial transactions in a post NAV scenario to ensure proper identification in financial statements and responsible for delivering it accurately on time . Financial reporting will consist of Portfolio of Investments and Financial statements for Mutual / hedge funds under various GAAP (US GAAP/ IFRS/ UK SORP)
Expected to be completely Hands on while overseeing the production of the Fund's quarterly, semi-annual, and annual reports to partners that are filed with the regulators along with be-spoke client & regulatory reporting
Acting as the primary contact for inquiries from partner sites / clients requests and ad hoc projects on financial reporting issues
While running Risk and control agenda, to actively participate in audits across with multiple departments and responding to internal and external inquiries
Assisting in developing and adjusting department procedures, systems enhancements and achieving department’s efficiency goals apart from maintain and tracking SLA’s/KPI and provide updates in Governance calls
Coaching, developing and mentoring staff including formal objective setting, performance reviews and providing ongoing and regular feedback
To establish rapport and work with local and global Senior Management Teams across multiple geographies to drive various technology & operations projects
To be part of and drive all the People related initiatives to be able to eventually manage process and client level management
Strong technical understanding of the investment industry including a overview of various regulatory requirements and accounting standards
Strong organizational skills ideally with project and program management experience and a demonstrated track record of project delivery
Advanced analytical skills with the ability to anticipate issues and aggressively drive initiatives to achieve results
Ability to initiate and drive change ( previous track record of managing change)
Meticulous planning ability so as to manage the client delivery expectations

Business Analysis & Reporting Resume Examples & Samples

Providing analysis and creation of management materials supporting the payment processing teams and applications within Banking Operations. This includes but is not limited to Wires, ACH, Receivables and Global Trade for global platforms
Knowledge of how to use data analytics tools including but not limited to R, Tableau, Qlikview, and Microsoft Excel
Capabilities to develop macro scripts or write basic code which will interface with Hadoop, Cassandre, SQL and Oracle Data Stores is not required but recommended
Knowledge of Java, HTML, VBA are requested
Performing daily, weekly, monthly reporting for the businesses data solutions support is required
Supporting and developing reports for ad hoc business related matters including situational and data analysis and coordination between partner business units and business partners
Maintaining a continuous focus on management reporting in conjunction with input from the Operations Managers
Managing, tracking and reporting results against established metrics both individually by business and jointly for the combined businesses
3+ years of relevant experience including advanced analytical skills
Ability to work in a complex, quick paced work environment with collaborative style and ability to build the appropriate relationships
Successful track record for meeting deadlines and interacting successfully with individuals in a multi-faceted organization.Experience with Data Science and technical capabilities as it relates to data management and performing analytics is required
Experience with data visualization is required. This will result in supporting the development of executive level presentations
Capabilities to develop analytical tools and small applications is required in order to build metric based solutions
Skills in use of Tableau, Qlikview, Access, R, Excel or other related analytical and visualization tools is required
Proven communications (verbal and written) capabilities in order to effectively share results in executive updates
Ability to develop, coordinate and occasionally lead initiatives in a combined operations environment and to build rapport and garner respect in a collaborative cross-cultural environment
Bachelor’s degree or higher required

Senior Manager of Business Analysis & Reporting Resume Examples & Samples

Masters Business Administration (MBA) preferred
Typically 10+ years related experience preferably in budgeting and planning, financial reporting and analysis
Ability to execute and work under tight time deadlines
Proven effectiveness at building teams
Works well with ambiguity and complexity
Champions continuous improvement efforts

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