Financial Information Reporting Solutions Resume Samples
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Financial Information Reporting Solutions Resume Samples
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MS
M Senger
Marlin
Senger
490 Amie Shoal
Chicago
IL
+1 (555) 262 5253
490 Amie Shoal
Chicago
IL
Phone
p
+1 (555) 262 5253
Experience
Experience
New York, NY
Financial Information Reporting Solutions
New York, NY
Gottlieb LLC
New York, NY
Financial Information Reporting Solutions
- Work with the Operating Model Program Manager to analyze, develop, test and implement technology solutions to achieve the strategic operating model
- Represent the team and lead efforts around strategic initiatives, ongoing Uniform Charts of Accounts efforts and ongoing improvements around our internal/external reporting processes
- Develop proof & control procedures to ensure accurate reconciliation between regulatory filings, (e.g., Press Releases, Form 10-Q, Annual Report/Form 10-K, Call & FR Y-9C, CCAR, etc)
- Participate in and oversee various aspects of the production and review of monthly, quarterly, semi-annual, and annual reports filed with various regulatory agencies
- Participate in continuous improvement efforts around data quality review and external reporting improvement projects
- Internal metrics reporting related to the processes managed
- Coordinating attestations with data submitters across schedules
Boston, MA
Corporate Finance Financial Information Reporting Solutions External Reporting Solutions Financial Data Analyst
Boston, MA
O'Kon LLC
Boston, MA
Corporate Finance Financial Information Reporting Solutions External Reporting Solutions Financial Data Analyst
- Track, perform accuracy checks, and process monthly/quarterly manual adjustments
- Work on designated projects focused on control/process improvements and partner with identified resources for issue resolution
- Participate on firm wide working groups to implement new accounting disclosures
- Ownership of End to End Report Production (Financial Reconciliations, Adjustments, Data/Report Accuracy)
- Work with team to understand and identify various accounting issues to isolate the root cause
- Manage LOB attestations
- Perform data collection and analysis of current submissions and identify trends
present
Boston, MA
Corporate Finance Financial Information Reporting Solutions External Reporting Solutions Financial Data VP
Boston, MA
Ruecker LLC
present
Boston, MA
Corporate Finance Financial Information Reporting Solutions External Reporting Solutions Financial Data VP
present
- Exercises discipline in: analyzing, reporting, validating and explaining financial information
- Establishing and managing relationships with the LOB and CFR ongoing partnership and dialogue
- Serve as a central point of contact for issue and error reporting as well as attestations
- Participate on firm wide teams to implement new accounting disclosures
- Lead execution of key projects regarding specialty areas
- Help identify gaps in current reporting process and participate in the implementation of new controls and strategic solutions
- Perform business process assessments to identify process gaps and lead remediation efforts
Education
Education
Bachelor’s Degree in Independent Decision Making
Bachelor’s Degree in Independent Decision Making
West Virginia University
Bachelor’s Degree in Independent Decision Making
Skills
Skills
- Self Starter with an ability to multi-task in a fast paced environment; including strong time-management and prioritization skills
- Ability to work effectively in an independent setting as well as part of a Virtual/Global team
- Strong analytical skills
- Knowledge of Financial Systems
- Strong interpersonal skills
- Excellent verbal and written communication skills
- Graduate / Post Graduate in Accounting or Business/Finance related field
- Responsive to a dynamic and constantly changing environment
- Experience using Microsoft Office Application Suite (Word, Excel, Access and PowerPoint)
1 Financial Information Reporting Solutions resume templates
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1
Financial Information Reporting Solutions Associate Resume Examples & Samples
- Run book ownership: This includes ensuring accuracy, completeness, and timely system delivery. This role provides oversight of completion of daily run book tasks (both GFO and RFT) and participation in production calls to review tasks
- Clients: Client support by handling client issues/escalations to the MIS Client Services area
- Offshore Business Partners and RFT (Risk Finance Technology): Includes ensuring coordination and hand off of tasks requiring periodic non-normal day job hours
- Source Providers: Interaction with data providers surrounding SLA enforcement, issue resolution, error research, etc
- Line of Business Administrators (LOB’s) – Conduct weekly calls with the LOB Administrators’ on upcoming tasks/submissions. This includes monthly Forecast, Multi-Year Forecasts, Budget submissions and Driver and Metrics submissions
- Corp P&A – Conduct and/or participate in bi-weekly calls to insure we are meeting all of Corp P&A’s deliverables/expectations
- Perform daily, weekly, monthly processing and validations: This role will include data analysis and implementing steps to reduce issue occurrence. This may include facilitating issue resolution with LOBs and RFT, analyzing root cause and implementing process improvements
- Project Support: This role will be involved in all aspects of the PLC such as requirements gathering, test case/script development, testing & implementation for investment projects and small enhancements
- Support a strong control environment and operating processes
- Bachelor's degree with 2+ years professional experience with at least 1 year of related MIS Operations, financial analysis and operations experience
- Exceptional communications skills are a must
- Strong Excel skills and MS Access required, knowledge of MIS systems and Essbase skills are a plus
- Strong problem solving ability and analytical skills required
- Detail oriented, precise, and a dedicated work ethic
- Must be able to effectively prioritize and multi task
- Must have excellent teamwork orientation and the ability to work independently in a fast moving environment
2
Financial Information Reporting Solutions Resume Examples & Samples
- Participate in and oversee various aspects of the production and review of monthly, quarterly, semi-annual, and annual reports filed with various regulatory agencies
- Consolidate, review, and analyze quarterly financial data for accuracy and completeness
- Develop and implement various control procedures and edit checks to ensure the integrity of reported financial results
- Perform quarter-over-quarter variance consolidation and review
- Maintain familiarity of accounting pronouncements and disclosure requirements
- Participate on firm wide teams to implement new accounting disclosures
- Lead execution of key projects regarding specialty areas
- Help identify gaps in current reporting process and participate in the implementation of new controls and strategic solutions
- Represent the team and lead efforts around strategic initiatives, ongoing Uniform Charts of Accounts efforts and ongoing improvements around our internal/external reporting processes
- Develop proof & control procedures to ensure accurate reconciliation between regulatory filings, (e.g., Press Releases, Form 10-Q, Annual Report/Form 10-K, Call & FR Y-9C, CCAR, etc)
- Establishing and managing relationships with the LOB and CFR ongoing partnership and dialogue
- Associate Profile
- 5+ years total relevant work, industry and product experience (Large Accounting Firm preferred)
- Bachelors Degree Required; Accounting or Finance degree preferred
- Comfortable working with large quantities of data; strong reconciliation and process management experience
- Strong technical skills in Excel. Access experience also preferred
- Strong analytical skills in interpretations of data and identification of anomalies
- Independent worker who is self-motivated; Comfortable working independently in a dynamic and challenging environment
- Ability to work on multiple priorities for different sponsors at the same time
- Detail oriented, strong organizational and time management skills
- Ability to identify, research, and escalate critical issues
- Comfortable with conveying complex requests to Technology, Operations groups and senior managers
- Supervisory experience preferred
- Familiarity with Corporate Financial Architecture (SAP, Finance Reference Data, Merit, Hyperion, CDGL, P&F), plus
- CPA preferred / Big 4 Experience preferred
- Project management experience/skills helpful
3
VP-financial Information Reporting Solutions Resume Examples & Samples
- Assist in determining recommendations and strategy respective to product related initiatives, including translating analysis and results into business strategy
- Drive and/or assist in defining project requirements and deliverables by identifying, driving and participating in project milestones, phases as well as specific action items
- Drive and/or assist in creation of more efficient, integrated operating models and infrastructure for the Finance & Risk Roadmap function
- Execute data extraction and compilation, detailed analysis, data summarization and presentations highlighting potential issues and recommending actions to senior management and other team members
- Generate workflows and process design for business process improvement
- Work with Stakeholders to identify and staff project resources
- Communicate with senior management regarding project progress and recommendations/decisions; coordinate with Program managers to develop effective presentations and project update materials suitable for senior executives
- Monitor projects on an ongoing basis, evaluating progress and quality, managing issue resolution and taking corrective action as necessary
- Ensure projects are executed in an effective and efficient manner
- Act as an interface with Control partners, ensuring projects comply with all risk and control
- Actively participate and collaborate in work stream meetings and ad hoc working sessions
- Coordinate with Program manager to Create and produce periodic executive reports and presentations for senior management
- Bachelors degree required, CPA / CFA helpful
- Ability to lead and influence without having positional authority. Strong team-orientation and leadership skills
- Experience managing across LOBs and regions
- Ability to develop strong client relationships and gain consensus on key decisions
- Ability to communicate effectively at many levels of the organization including senior management
4
Financial Information Reporting Solutions Resume Examples & Samples
- Assume overall ownership of the production and attestation of select FED/SEC loan and FFIEC 009 Schedules. Manage a reporting team of 6 people
- Serve as a central point of contact for Finance Regulatory Reporting and Analysis and Corporate Financial Reporting for credit risk on and off balance sheet related reporting including Call and Y-9C credit schedules, 009 country exposure reporting, and other credit related external reporting
- Create and monitor production schedules, ensuring deadlines are being met and reports are being delivered on time. Handles issues and escalations and manage communications appropriately
- Develop a full understanding of all credit related disclosures, process flows and inputs/systems. Develop training to on-board new resources and keep current with regulatory change impacting processes
- Coordinate receipt of LOB cuts of credit related on/off balance disclosures, and ensure format and timing is in line with standards. Assist in educating the LOB contacts on the methodology to arrive at the disclosures in support of their sign off
- Drive direction and remediation efforts for Issues/Errors, Data Management, Action Plans and Audit requests for above ref submissions
- Provide oversight and strategic direction for process improvements and monitor key aspects of the control framework. Maintain service levels, and process documentation as processes change
- Ensure proof & control procedures are performed to ensure accurate reconciliation between regulatory filings, SEC filings and other published financial reports (e.g., Press Releases and the accompanying Earnings Release Financial Supplements, Form 10-Q, Annual Report/Form 10-K, Call & FR Y-9, Fed R&R, and CCAR) for submissions around credit risk and off balance sheet reporting
- Partner with Finance and Risk Roadmap to analyze and develop the consumption strategy as data become available in central repositories
- 7+ years total relevant work, industry and product experience (Large Accounting Firm preferred)
5
Financial Information Reporting Solutions Resume Examples & Samples
- Performing analysis required to achieve key operating model deliverables for Finance Information Reporting Solutions
- As part of the overall Finance & Risk Roadmap Consumption Program, work in tandem with Finance, Risk and Liquidity teams to drive consistency in operating model principles across our organizations
- Develop and document detailed operating model business requirements. This would include error correction and adjustment processes, reconciliations and attestations, default/suspense logic, SLA’s Controls, change management procedures, operational metrics and reporting
- Work with Finance & Risk Roadmap Controls End-to-End program to ensure compliance with overall program strategy and principles
- Work with the Operating Model Program Manager to analyze, develop, test and implement technology solutions to achieve the strategic operating model
- Liaise with other Finance & Risk Roadmap programs to ensure operating model principles and standards are implemented across the entirety of the program
- Bachelor’s degree required, CPA / CFA helpful
- 1+ years of business analysis
- Strong core finance technical skills and solid understanding of finance processes, infrastructure and systems
- Ability to lead and influence without having positional authority
- Strong team-orientation and leadership skills
- Strong control orientation
- Strong analytical and problem solving skills; sound judgment
6
VP Financial Data-financial Information Reporting Solutions Resume Examples & Samples
- Overall owner of the production and attestation of select FED/SEC loan, Custody and Financing Schedules for Corporate Investment Bank (CIB)
- Serve as a central point of contact for CIB for Non-Fair Value products related reporting
- Create and monitor production schedules, ensuring deadlines are being met and reports are being delivered on time. Handles issues and escalations and manage up appropriately
- Drive direction and remediation efforts for Issues/Errors, Data Management, Phoenix Action Plans and Audit requests for above ref submissions
- Provide oversight and strategic direction for process improvements and monitor key aspects of the control framework
- Ensure proof & control procedures are performed to ensure accurate reconciliation between regulatory filings, SEC filings and other published financial reports (e.g., Press Releases and the accompanying Earnings Release Financial Supplements, Form 10-Q, Annual Report/Form 10-K, Call & FR Y-9, Fed R&R, and CCAR) for submissions around CIB Non-Fair Value products
- Bachelor’s Degree Required; Accounting or Finance degree preferred
- High degree of independent decision making
- Excellent communication abilities, both written and oral
- Exercises discipline in: analyzing, reporting, validating and explaining financial information
- Demonstrates knowledge of firm’s products and services needed to perform the job effectively
- Promotes a robust control environment and runs well controlled processes
- Aligns group priorities to the broader business/function strategy, sets vision and drives/support execution
- Results-oriented / delivery focused; ability to deliver high-quality results under tight deadlines
- Supervisory experience required
- Availability to support Quarter-end close schedules which may required extended hours
7
Financial Information Reporting Solutions Resume Examples & Samples
- Aggregating data submissions for various external disclosures from multiple lines of businesses for JPMorgan Chase & Co. and JPMorgan Chase Bank, N.A., as well as other disclosures such as Securities, Insurance and AOCI. Support Regulatory schedules such Call Report, FR Y-9C, FR Y-15 Reporting, FR Y-14Q, Capital reporting, etc. and ensuring the completeness of those submissions
- Coordinating attestations with data submitters across schedules
- Knowledge of Financial Systems
- Ability to work effectively in an independent setting as well as part of a Virtual/Global team
8
Corporate Finance Financial Information Reporting Solutions Global Tax Program PMO Analyst DE Resume Examples & Samples
- Lead specific workstreams within individual projects
- Lead sub-working groups or creation of key project deliverables (data analysis to drive operational or organizational decisions, process flows, RACI diagrams, communications)
- Required to lead key working groups or remediation of key program issues or risks to closure
- Develop end to end change management plans to transition from current state to target operating model
- Day-to-day maintenance of project plans, metrics, risk/issues as well as development and frequent presentation of project status reports / updates to senior management
- Provide project or business analysis support as necessary on other projects (e.g. product on-boarding, FIRS initiatives)
- Proven project management 3 to 5 years’ experience
- Proven experience in developing project plans, business analysis, and their execution
- Moderate experience in operational, process or organizational design and related change management activities
- Strong analytical capabilities and attention to detail; capable of synthesizing and summarizing complex data or findings to drive decision making
- Ability to demonstrate personal initiative, ownership and accountability
- Effective interpersonal skills, relationship building, influencing skills and ability to effectively partner with management and directs to help advance project agenda
- Able to work in a fast paced, results driven environment
9
Corporate Finance Financial Information Reporting Solutions External Reporting Solutions Associate DE Resume Examples & Samples
- Participate in and oversee various aspects of the production and review of monthly, quarterly, semi-annual, and annual reports filed with various regulatory agencies. Consolidate, review, and analyze quarterly financial data for accuracy and completeness
- Maintain familiarity of accounting pronouncements and disclosure requirements Participate on firm wide teams to implement new accounting disclosures
- Help identify gaps in current reporting process and participate in the implementation of new controls and strategic solutions
- Establishing and managing relationships with the LOB and CFR ongoing partnership and dialogue
- It is likely that extended working hours will be required during reporting periods including some weekends
- CPA preferred / Big 4 Experience preferred
- Project management experience/skills helpful
10
Corporate Finance Financial Information Reporting Solutions External Reporting Finance Data Operations Associate Resume Examples & Samples
- 3 to 5 years work experience
- Self starter with strong organizational, prioritization, reconciliation and analytical skills
- Knowledge of firm’s financial and reference data systems as well as other financial applications (FDW, Business Intelligence, TOAD, ALM, R-Sam, HP Service Manager and AxiomSL)
- Excellent business technical skills, including MS Excel, SQL or other database, MS Project and Visio
11
Corporate Finance Financial Information Reporting Solutions External Reporting Solutions Financial Data Analyst Resume Examples & Samples
- Quarter-End Reporting/Year-End Reporting: Coordinate and manage the quarterly submission to Corporate Financial Reporting for various financial disclosures and requests. This can include, but is not limited to
- Ownership of End to End Report Production (Financial Reconciliations, Adjustments, Data/Report Accuracy)
- Identification of issues for follow-up and resolution with Product Controllers and/or Centralized Accounting Hubs
- Work with team to understand and identify various accounting issues to isolate the root cause
- Maintain familiarity of accounting pronouncements and disclosure requirements
- Participate on firm wide working groups to implement new accounting disclosures
- Identification and resolution of reporting errors/issues
- Report scope includes selected footnotes for inclusion in the consolidated quarterly financial statements for JPMorgan Chase & Co. and JPMorgan Chase Bank, N.A., as well as other disclosures such as Call Report, FR Y-9C, etc
- Ownership of data reconciliations; research and resolve reconciling items in a timely manner
- Compile, review and partner with the LOBs to explain Variance Analysis
- Manage LOB attestations
- Track, perform accuracy checks, and process monthly/quarterly manual adjustments
- Perform data collection and analysis of current submissions and identify trends
- Maintain updated process/controls documentation and User Tool support for primary assigned functions
- Work on designated projects focused on control/process improvements and partner with identified resources for issue resolution
- Identification, tracking, and resolution of data quality issues
- Serve as the LOB representative/stakeholder by providing project support
- Bachelors degree required; Accounting or Finance degree preferred
- Reconciliation Experience; Comfortable working with large quantities of data
- Self motivated to take ownership of issues, processes, and projects
- Strong organizational and communication abilities, both written and oral
- Superior attention to detail and process orientation
- Familiarity with Corporate Financial Architecture (SAP, GLS, Finance Reference Data, ICE, Merit, Hyperion, CDGL, P&F), plus
12
Corporate Finance Financial Information Reporting Solutions External Reporting Solutions Financial Data Associate Resume Examples & Samples
- Perform quarter-over-quarter variance consolidation and review
- Lead execution of key projects regarding specialty areas
- Detail oriented, strong organizational and time management skills
- Availability to support Quarter-end close schedules which may required extended hours
13
Corporate Finance Financial Information Reporting Solutions External Reporting Solutions Financial Data VP Resume Examples & Samples
- Develop proof & control procedures to ensure accurate reconciliation between regulatory filings, (e.g., Press Releases, Form 10-Q, Annual Report/Form 10-K, Call & FR Y-9C, CCAR, etc)
- 7+ years total relevant work, industry and product experience (Large Accounting Firm preferred)
- Comfortable working with large quantities of data; strong reconciliation and
- Process management experience
- Strong analytical skills in interpretations of data and identification of anomalies
14
Corporate Finance Financial Information Reporting Solutions Process Standards Steward Associate Resume Examples & Samples
- Develop supporting materials and drive coordination of Process Governance forum made up of representatives from key reporting related functions like FIRS, FRRA and LOBs; Governance forum will develop consistent standards and policies
- Support documentation, publishing, communication and maintenance of process standards centrally for broad consumption across Finance
- Administer regular certification of process documentation
- Support execution of internal compliance reviews of representative sample of process documentation
- Provide analytical and execution support to develop and administer overall operating model for Finance Centralized Process Repository which includes strategic planning, infrastructure administration/maintenance, technical standards, end user support / training, and ongoing change management
- Interface with Enterprise Centralized Process Repository to execute Finance specific objectives as well incorporating enterprise standards in Finance repository
- Serve as primary day-to-day contact for Process Oversight Stewards in the on-going administration and end user support for centralized Finance process repository
- Oversee and perform updates (and where agreed upon) to process / data flows within the central repository
- Interface with reporting operations SMEs to develop knowledge and working understanding of the business activities, processes, and controls
- Minimum of 2-4 years of experience in several of the following disciplines. Business Analysis, Process Mapping, Technology Development/Support, Project execution
- Demonstrates analytical and problem solving skills with the ability to understand business and technical functions, process information and assess impacts to standards
- Effective communication (oral and written) skills
- Proven ability to collaborate and build relationships with team members, cross impacted stakeholders representing the line of business and other operational partners
- Proven organizational skills as the role requires building function from scratch
- Proven team player and demonstrated capability to work independently with moderate oversight
- Process or Data Flow mapping experience
- Proficient in PowerPoint, MS Word, Excel skills (basics), and MS Visio (or equivalent)
15
Corporate Finance Financial Information Reporting Solutions Senior Data Steward VP Resume Examples & Samples
- Set strategic direction on activities related to External Financial Reporting Domains and Data Steward analysts include resource planning, budgets, work plan and Domain governance
- Review and/or define specific data element business definition values in partnership with the business process owners , Data Domain leads and assigned Data Solution Architects, External Financial Reporting teams and Finance Consumption product leads
- Partner with external reporting and finance consumption teams on report line definitions and interactions with data domains for report data element requirements
- Responsible for development of recurring metrics to provide status on assigned work items for management and stakeholders on a recurring basis
- The Data Steward Senior is expected to engage with assigned areas within the business operations to develop knowledge and subject matter expertise of the business processes, systems of record, authoritative sources and their usage
- Minimum of 6-8 years of experience in any of the following disciplines. Data usage, Process Analysis Process Improvement, Technology Development/Support, Project Management
- Strong communication (oral and written) skills working to collaborate and build relationships with team members and required cross impacted stakeholders representing the line of business, Domain Leads, IT and other operational partners
- Ability to influence and build relationships across the Finance organization and DM community
16
Corporate Finance Financial Information Reporting Solutions Resume Examples & Samples
- Ensure the execution of the Risk Control Self Assessment (RCSA) process
- Administer the execution of the SOX Program, ensuring completion of the scoping process, testing and SOX data quality
- Identify existing gaps or control weaknesses in current processes, leverage best practices and provide cohesive alternatives to strengthen controls and eliminate deficiencies
- Partner with SMEs to execute control agenda projects such as deep dives and changes to existing control process
- Participate in the collection of relevant MIS data for BCC/GFCC processes and reporting
- Assist in the production and review of Operational Risk metrics for scorecards, presentations, BCC meetings etc…
- Assist with Internal/External Audit requests, calendar, and Cross-LOB Quality Assurance (QA) processes
- Manage UT inventory
- Own Resiliency Plan coordination and testing
- Update and maintain FORCE system with all control program related details
- Partner with SMEs to complete FIRS Issues/Actions Plans, SOX testing, RCSA documentation and production of reports, as necessary
- Assist with other related tasks and projects, as appropriate
- Must have attention to detail and be a self starter
- Strong organizational and time management skills; ability to manage multiple and conflicting priorities
- Strong interpersonal skills, exceptional relationship building and influencing skills and ability to effectively partner with all levels of management across numerous teams to help drive the control agenda
- Able to work in a fast paced, results driven environment
- Strong oral and written communication and presentation skills
- Proficient in MS Excel, PowerPoint and Word
- Audit, internal control &/or operational risk experience, a plus
- Knowledge of FORCE system, a plus
17
Corporate Finance Financial Information Reporting Solutions Internal Reporting Production Operations Analyst Resume Examples & Samples
- Run Book Management: Execution on the monthly run book which includes all steps taken to ensure environment readiness and fit-for-use financial information on behalf of consumers as per agreed upon timeline.
- Relationship Management:Ongoing communication and relationship building with Firmwide/Capital Planning & Analysis, financial data providers, application development, technology production support and offshore operations teams
- Project Support Participationin PLC in support of business requirement gathering, proof of concept, design specification, operating model considerations, testing and implementation activities
- Issue Monitoring, Tracking and Resolution: Ownership and oversight of client or process incident tracking on a daily basis including driving enforcement of governance, production of metrics to enable management of application performance delivery. The individual in this role will monitor issue metrics and prepare root cause analysis to identify and implement steps to reduce inquiry/issue occurrence and manage the monthly reconciliation process between controlling systems. This process includes identifying, explaining, and assessing key performance metrics as well as data quality issues.
- Bachelor's degree in MIS, Finance or Accounting or similar discipline
- 3-5 years professional experience with at least 2 years of exposure to MIS within financial analysis/reporting area
- Exceptional communications skills (written and verbal)
- Ability to drive / support change is a must
- Strong problem solving ability and analytical skills required
- Must be able to effectively prioritize and multi-task
- Ability to quickly learn and assimilate business and technical knowledge
18
Corporate Finance Financial Information Reporting Solutions Resume Examples & Samples
- Manage control agenda projects such as deep dives and changes to existing control process
- Manage BCC/GFCC processes and reporting
- Create and manage production and review of Operational Risk metrics for scorecards, presentations, BCC meetings etc…
- Coordinate Internal/External Audit requests, calendar, and Cross-LOB Quality Assurance (QA) processes
- Ensure FORCE system is updated and maintained with all control program related details
- Manage FIRS Issues/Actions Plans, SOX testing, RCSA documentation and production of reports, as necessary
19
Corporate Finance Financial Information Reporting Solutions External Reporting Solutions Financial Data Associate Resume Examples & Samples
- 4-7 years total relevant work, industry and product experience
- Exercises discipline in: analyzing, reporting, validating and explaining financial information
- Availability to support Quarter-end close schedules which may require extended hours
20
Corporate Finance Financial Information Reporting Solutions Finance Reporting Infrastructure Operations Associate Resume Examples & Samples
- Candidates should have a bachelor's degree in accounting, finance or related discipline
- 3 plus years relevant work experience
- Excellent leadership, interpersonal and Project Management skills
- Enthusiastic, self motivated, effective under pressure
- Strong organizational, prioritization and analytical skills
- Dynamic computer skills, including MS Excel, Visio, SQL or other database, Business Intelligence, TOAD, Axiom and JIRA
21
Corporate Finance Financial Information Reporting Solutions External Reporting Solutions Financial Data Operations Associate Resume Examples & Samples
- Participate in and oversee various aspects of the production and review of monthly, quarterly, semi-annual, and annual reports filed with various regulatory agencies
- 5+ years total relevant work, industry and product experience (Large Accounting Firm preferred)
- Strong technical skills in Excel. Access experience also preferred
- Ability to work on multiple priorities for different sponsors at the same time
- Ability to identify, research, and escalate critical issues
22
Corporate Finance Financial Information Reporting Solutions External Reporting Solutions Financial Data VP Resume Examples & Samples
- Serve as a central point of contact for issue and error reporting as well as attestations
- Develop, implement and coordinate reporting requirements, user acceptance testing, operational and implementation impact analysis
- Perform business process assessments to identify process gaps and lead remediation efforts
- High degree of independent decision making
- Aligns group priorities to the broader business/function strategy, sets vision and drives/support execution
23
Corporate Finance Financial Information Reporting Solutions Finance Reporting Infrastructure Operations Analyst Resume Examples & Samples
- Strong verbal and written communication skill with the ability to present information at varying levels of detail depending on the audience
- Aptitude and desire to learn quickly, be flexible, and think strategically
- Client business focused; able to work collaboratively and build strong partnerships with clients and colleagues at all levels
- Dynamic computer skills, including MS Excel, Access, Visio, SQL or other database, Tableau, AxiomSL
24
Senior Analyst Financial Information Reporting Solutions Resume Examples & Samples
- Ensuring data consistency across schedules
- Understand and clearly communicate data collection requirements to the lines of businesses
- Internal metrics reporting related to the processes managed
- Graduate / Post Graduate in Accounting or Business/Finance related field
- Self Starter with an ability to multi-task in a fast paced environment; including strong time-management and prioritization skills
- Responsive to a dynamic and constantly changing environment
- Strong interpersonal skills
- Experience using Microsoft Office Application Suite (Word, Excel, Access and PowerPoint)
25
Corporate Finance Financial Information Reporting Solutions External Reporting Solutions Financial Data VP Resume Examples & Samples
- Assume a key managerial position in the FIRS Corporate Investment Bank (CIB) team
- Create and monitor production schedules, ensuring deadlines are being met and reports are being delivered on time. Handles issues and escalations and manage communications appropriately
- Develop a full understanding of all CIB related disclosures, process flows and inputs/systems. Develop training to on-board new resources and keep current with regulatory change impacting processes
- Coordinate receipt of LOB cuts CIB disclosures, and ensure format and timing is in line with standards. Assist in educating the LOB contacts on the methodology to arrive at the disclosures in support of their sign off
- Provide oversight and strategic direction for process improvements and monitor key aspects of the control framework. Maintain service levels, and process documentation as processes change
- Ensure proof & control procedures are performed to ensure accurate reconciliation between regulatory filings, SEC filings and other published financial reports (e.g., Press Releases and the accompanying Earnings Release Financial Supplements, Form 10-Q, Annual Report/Form 10-K, Call & FR Y-9, Fed R&R, and CCAR) for CIB submissions
- Partner with Finance and Risk Roadmap to analyze and develop the consumption strategy as data become available in central repositories
- Promotes a robust control environment and runs well controlled processes
26
Corporate Finance Financial Information Reporting Solutions Finance Reporting Infrastructure Operations Analyst Resume Examples & Samples
- Supporting business users of the FRI application with User queries, Issue Resolutions
- Managing client relations, communications and presentations
- Operating model support, Procedures and System access/security management
- Process improvements to the existing operating model
- Interacting with other FIRS and RFT (Risk & Finance Technology) partners
- Escalating issues as needed to the appropriate team(s) and management
- Partnering with projects team through the full project life cycle (Requirements, Design, SIT testing, UAT testing, Performance testing, Regression testing and Implementation phases) of projects impacting FRI
- 1 to 3 plus years of financial services experience, preferably with Operations and some project management experience; internal JPMorgan experience preferred
- Enthusiastic, self-motivated, effective under pressure
- Able to develop, clearly present, and draw conclusions
- Overall strong desktop skills including Excel and PowerPoint
- Visio, SQL/ other database, Tableau skills would be an advantage
- Strong data analysis skills
