Reporting Associate Resume Samples

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O Stokes

Oral

Stokes

8408 Hermiston Parkway

Detroit

+1 (555) 889 1563

8408 Hermiston Parkway

Detroit

Phone

p +1 (555) 889 1563

Experience Experience

Philadelphia, PA

Reporting Associate

Philadelphia, PA

Berge-Kassulke

Philadelphia, PA

Reporting Associate

Assist in identifying and developing enhanced reporting capabilities and systems enhancements
Create and refine department data flows. Suggest enhancements to procedures to improve workflow
Assist in the coordination of data management and information flow into, and out of, the data warehouse in order to support report production
Support the implementation of a coordinated approach by participating in walkthroughs with business executives, recommending potential control enhancements and conducting follow-up in preparation for the annual SOR reviews
Work with the business and external service auditors to enhance SOR content, update report details and provide relevant documentation to the service auditors
Demonstrate knowledge of professional standards/practices and apply knowledge in performing work
Assist in performing quality control checks

Phoenix, AZ

Client Reporting Associate

Phoenix, AZ

Larson, Dare and Pfannerstill

Phoenix, AZ

Client Reporting Associate

Work with A&T on system developments, carry out UAT and keep up to date with all system enhancements and roll outs
Assist with client service and client query management for assigned Institutional clients, consultants and third party administrators
Constantly evaluate systems, processes and procedures for inefficiencies and make recommendations for improvement
Support process re-design/improvement and systems development
Maintain and provide metrics to regional and global management
Forward planning and proactive management of resources to meet varying workloads and daily, weekly, monthly quarterly and yearly deadlines
Create and generate specific standard and ad hoc product reports, including, but not limited to

present

Phoenix, AZ

Performance Reporting Associate

Phoenix, AZ

Toy, Greenfelder and Monahan

present

Phoenix, AZ

Performance Reporting Associate

present

Assist prospective clients in the assessment of Hamilton Lane’s historical investment performance as a specialist in performance reporting
Participate in improvement team projects and initiatives to maximize use of strategic reporting solutions in performance operations
Manage projects and provide oversight to junior members of the team
Interface with group manager in review and production of team metrics for CapPlan, and technology improvement initiatives
Respond to technical questions concerning client accounts and manager performance statistics
Interface with group manager in review and production of team metrics for Cap Plan, and technology improvement initiatives
Prepare monthly, quarterly and adhoc performance reports

Education Education

Bachelor’s Degree in Accounting

University of Tennessee

Bachelor’s Degree in Accounting

Skills Skills

Excellent communication skills with the ability to develop and maintain collaborative relationships both internally and with external clients
The ability to learn and comprehend basic instructions; understand the meanings of words and respond effectively; and perform basic arithmetic accurately and quickly
Strong attention to detail and high commitment to accuracy and auditing
Excellent communication and interpersonal skills with proven ability to take initiative
Strong collaboration skills but also the confidence and ability to work autonomously
Comfortable in a fast-paced environment and capable of juggling multiple initiatives simultaneously often against short time constraints
Play an important role in generating and compiling confidential reporting for HR stakeholders. Evangelize and educate clients on self-service solutions, including PowerBI and ManagePointHR reporting and dashboard options
Proven ability to operate effectively in a matrix organization with the ability to work under pressure and to tight timeframes
Strong knowledge of Microsoft Office Suite (e.g., excel, Word)
Works well in a fast paced environment, while being able to prioritize and meet multiple deadlines

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15 Reporting Associate resume templates

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Mutual Fund Performance Reporting Associate Resume Examples & Samples

Understand and calculate yields, net returns, gross returns, synthetic returns and load-adjusted returns
Review in detail all performance calculations, data and reports to ensure complete accuracy
Audit legal filings with a high attention to detail
Provide performance information in a timely manner across several fund groups
Reconcile return information with various third party vendors
Respond to inquires from auditors, PMs, and others reviewing the validity of returns
Handle assignments and special projects for outside groups
Extremely high attention to detail
Proficient in Microsoft Outlook, Word, Adobe Acrobat, Access, Bloomberg and Excel
Ability to work independently with strong analytic/problem solving skills
Strong knowledge of total returns and yield calculations
Ability to maintain deadlines and support other groups
Strong technical abilities and the drive to learn new systems
Ability to interpret performance variances amongst share classes, peer groups, and indices
BS Finance / Accounting
3-5 Years industry related experience
Strong understanding of mutual funds and the industry

F&BM Risk Reporting & Finance Legal Entity Risk Reporting Associate São Paulo Resume Examples & Samples

Relevant experience in Business or project management
Demonstrated ability and success in interacting and influencing peers, management and teams
Enthusiastic, high-energy, self-motivated experience
Strong analytical skills and ability to drive to conclusions and results
Highly developed desktop skills in products to support the above (Excel, PowerPoint etc.)
Demonstrated effective written and oral communications
Results oriented - ability to work independently to drive projects to completion
Ability to provide timely, high quality deliverables
Ability to multi-task and prioritize appropriately

Surveillance & Trace Reporting Associate Resume Examples & Samples

Conduct daily and monthly Fixed Income Trade Reporting TRACE analysis and remediation as required
Develop and implement new surveillance reports as required
Assist regulatory inquiries department with sourcing and analyzing TRACE reporting materials for regulatory responses

Tax Reporting Associate Resume Examples & Samples

Resolve tax inquiries from Morgan Stanley Financial Advisors, Service Associates, and Ops departments regarding investment-related tax issues
Keep informed on tax law changes, Morgan Stanley policy changes, and other rules and regulations that will affect TaxLine service responses
Assist with other projects, as identified by the TaxLine Manager, which may include updating FAQs, review of tax articles and TaxLine special projects or daily activities of related department functions, such as client tax service, Gain & Loss or Corporate Actions
Must be familiar with all financial investment products offered by financials service organizations
Must be familiar with individual income taxation as it relates to financial products, IRAs and Retirement Plans
Must be familiar with financial tax reporting documents and supplemental tax information reported on the 1099 Consolidated Tax Statement
Must be familiar with new Cost Basis Regulations
Must have excellent customer service and phone skills
Must be able to research tax code and regulations
Must have at least 3-7years financial industry experience and public accounting or a combination of both
Other professional designations (CPA, JD, CFP, MBA, etc.) a plus
Tax preparation experience (individual and business) a definite plus

Transaction Reporting Associate Developer Resume Examples & Samples

Assessing both the functional business (data models, reporting requirements) and technology (volumes, processing) impacts of business driven changes
Owning the complete development lifecycle for business-driven and regulatory-driven changes including requirements gathering, release scheduling, development, and production deployment
Building tools to streamline our internal processes and facilitate smaller, adhoc user requests
Validating new business flows and trading system changes
Providing business unit trading desks and support groups with a high-level of service from both a functional and technological perspective
Strong communication skills (in person, phone, and email)
Ability to multi-task and work against deadlines/priorities
Sense of ownership and desire to take on an expanded role over time
Eager to work with new technologies and apply them towards enterprise-level data solutions
Capable of working with a global team and thriving in a team development environment
Advanced problem solving skills and the ability to deal with real world business issues
Server-side Java
Perl (module driven development, reusability, high throughput)
Relational database knowledge/SQL - Sybase ASE 15.5 and/or DB2 preferred (development, performance tuning, understanding of admin concepts)
Agile experience
Linux/Unix

Data Support & Reporting Associate Resume Examples & Samples

Direct management oversight of global reporting function
Working with stakeholders to define, build and deliver a wide range of management reports
Working with stakeholders to implement strategic reporting capability for client reference data domain
Managing service and technology enhancement projects from initiation through requirement gathering and implementation to completion
Building rapport and communicating with our internal customers
Maintaining and monitoring regular reports and database batch jobs
3+ years’ experience minimum in the field of database operation or business analyst role
Good working knowledge of Business Objects
Excellent understanding of report design and analysis
Capable of designing dashboards based on stakeholder needs
Strong communication skills in English both verbal and written
Good knowledge of the theory of databases
Experience in data handling and presentation of data
Experience in project or service management

Performance Reporting Associate Resume Examples & Samples

Prepare monthly, quarterly and adhoc performance reports
Interface with group manager in review and production of team metrics for CapPlan, and technology improvement initiatives
Ensure index, product attributes, and performance numbers are valid
Participate in group projects and improvement initiatives
1-3 years of financial experience
Analytical/critical thinking ability
High level of proficiency in Excel
College: 4 years, BS degree

Risk Reporting Associate Resume Examples & Samples

1st Line: Business Units/Infrastructure Groups own their operational risk and are responsible for its management
2nd Line: Independent Risk Management provides independent governance and oversight of operational risk management across the Firm and partners with business units and infrastructure groups to anticipate, mitigate and report on operational risk
3rd Line: Internal Audit provides independent assessment and validation
College degree required; economics, finance, engineering, computer science or other analytical discipline from a recognized university with a strong engineering and/or math pedigree
Proficiency in Microsoft Office, including Excel, Power Point is required
Strong technical skills with VBA programming and SQL queries is a must
Strong technical skills with large infrastructure databases (DB2, Sybase, Oracle etc) and OLAP cubes is preferred
A solid understanding of risk management concepts such as statistics, stress testing and scenario analysis is a strong plus
Strong interest in financial services and risk management. Interest and/or experience with operational risk is a plus
Professional experience in financial data management or risk reporting is preferable
Fresh graduates are welcome; any relevant experience would be an asset

Analytics & Reporting Associate Resume Examples & Samples

Coordinating and tracking capital raising activities across the platform
Developing and maintaining profiles of key investor clients and prospects
Developing and maintaining cross-platform and fund-specific marketing materials
Analyzing business and investment level risk considerations and metrics
Tracking investing activities across the platform
Developing and maintaining competitor and market intelligence
Developing board and senior management level strategic, financial and operational presentations
Tracking progress of management’s key initiatives and objectives
3-5 years of experience in financial services, preferably in an institutional setting (asset management, investment banking or sales and trading)
Outstanding verbal and written communication skills
Highly developed interpersonal skills
Ability to handle multiple assignments at once and meet associated deadlines important to success
Fluent in Microsoft Office applications

Research Reporting Associate Resume Examples & Samples

Work on a number of readership reporting initiatives, key to the department’s success
Provide thought leadership regarding various readership processes, e.g. collect client usage and distribution data from various source systems and load into our reporting platform
Compilation and publication of ad-hoc and regular readership reporting and presentations for internal business groups across Citi, highly visible across the department
Critically evaluate information gathered from multiple sources, reconcile discrepancies and ensure data integrity is maintained throughout the production process
Analyze and interpret readership trends. Deliver findings and propose new reporting opportunities that directly impact key initiatives across the department
Act as a point of contact for queries from the department relating to distribution readership
Manage multiple initiatives simultaneously. This is critical, as you will be part of a truly global team with very experienced, yet collegial, stakeholders who will hold you to an exceptionally high standard
A demonstrated business approach, with either clearly relevant experience or suitable academic credentials, e.g. BS: Business (or equivalent qualification) from a premier academic institution
The candidate should ideally have 4 years’ experience in Research, Banking or a Management Consulting organization. Prior experience with sell-side or buy-side research in a top tier firm will be useful
The candidate must have prior demonstrated experience of delivering results with a highly visible team operating in a global context
Should preferably have experience of interacting with senior management stakeholders
Critical thinking, challenging assumptions, initiative, ownership and taking pride in one’s work
Proactive communication, tailored to the target audience
Demonstrable data manipulation and MS Excel skills are a must. Knowledge of Excel VBA is required
Demonstrated ability to work with strict attention to detail and evidence of an ability to work under pressure, within tight time-lines
Strong organizational skills, ability to understand task requirements and deliver to deadlines
Strong English verbal and written communication skills essential
Strong administrative and organizational skills essential
An ability to work with minimal supervision and in a team environment. The successful candidate should exhibit an exceptional work-ethic

Institutional Performance Reporting Associate Resume Examples & Samples

Manage the reporting expectations of high profile FAs for custom reporting
Prepare monthly, quarterly and adhoc performance, attribution and peer group analysis reports
The candidate must also possess strong written and oral communications skill
Excellent reconciliation and research skills
High level of proficiency in Excel (Macros) and Access
Experience in performance measurement or portfolio accounting field a plus

Performance Reporting Associate Resume Examples & Samples

Master tools of data analysis to answer complex questions based on a large data set
Assist prospective clients in the assessment of Hamilton Lane’s historical investment performance as a specialist in performance reporting
Manage projects and provide oversight to junior members of the team
Coordinate the high volume distribution of performance metrics with a team of investment, sales and compliance business heads
Review performance materials used in a marketing context, with a meticulous focus on data accuracy and quality
Maintain the integrity of data and bespoke tools to track client mandates and discretionary investments
Act as a player/coach to provide redundancy to junior team members
Minimum of 3 years of work experience in a related financial services field
Experience training, overseeing and leading junior team members
Comfort and familiarity with large data sets, relational databases, reporting and query tools
Aptitude for problem solving
Excellent writing, communication, and presentation skills
Experience with advanced database or computational software tools is a plus (e.g., SQL, Access, SAS, R)
BA/BS in related field (e.g., business/finance/engineering/information technology)

Reporting Associate Resume Examples & Samples

Assist in the production of GPIM standard and custom reporting requirements (daily, weekly, monthly, semi-annual, annual) to internal and external clients, vendors and regulatory agencies
Assist in performing quality control checks
Assist in the coordination of data management and information flow into, and out of, the data warehouse in order to support report production
Develop a comprehensive knowledge of the firm’s business, investment strategies, data, policies and procedures
Actively participate in performing an inventory analysis of existing client reports and metrics across multiple departments
Assist in identifying and developing enhanced reporting capabilities and systems enhancements
Assist in evaluating and providing input on improving department processes and prepare documentation on department processes as required
Minimum of 5 years investment industry experience. Preferably in an Institutional Operations, Client Servicing or Reporting capacity
Excellent communication skills with the ability to develop and maintain collaborative relationships both internally and with external clients
Experience in gathering, organizing and reporting various information and data
Must be proficient in Microsoft Office with an expert knowledge of Excel
Report creation experience a plus (Business Objects)
Ability to initiate and drive change
Self motivated, enthusiastic and a strong work ethic
Ability to demonstrate in-depth critical thinking
Willingness to learn and be flexible to changing business needs
Ability to successfully analyze issues and see them through to conclusion
Proven ability to operate effectively in a matrix organization with the ability to work under pressure and to tight timeframes
Works well in a fast paced environment, while being able to prioritize and meet multiple deadlines

CIB & F&BM Balance Sheet & Capital External Reporting Associate Resume Examples & Samples

Oversee and be accountable for the quality of the Regulatory Reporting disclosures of the Business
Interact with product controllers teams, coordinate effort and consolidate information required for Regulatory disclosures
Calculating RWA for streams not covered by internal models
Provide guidance on accounting for products, liaising with Accounting Policy group where appropriate and ensuring compliance with Corporate Regulatory requirements
Provide analytical support for optimising balance sheet and capital usage for the lines of businesses
Monitoring of the LoBs Balance Sheet from a net funding and Basel 3 liquidity ratios perspective
Responsible for collecting external disclosures from regional product controllers; consolidating data, performing consistency checks, roll forwards, and completing data quality checklists and analytical review
Enhance RWA reporting to provide greater transparency to the business
Working with the business to ensure that they fully understand developments in Regulatory framework and priorities, i.e. changes to the Capital framework, the impact of Risk Weighted Assets, revenue recognition on structured deals etc
Good understanding of accounting, financial statements, product and risk
Capacity to summarise complex information and deliver it at business executive level
Good relationship building skills and comfortable with business contact
Positive can-do attitude looking to add value across the breadth of the business

CIB & F&BM Regulatory Reporting UK Capital Reporting Associate Resume Examples & Samples

Completion of daily monitoring and preparation of the market risk element of capital adequacy and large exposures reports for all UK regulated entities
Preparation of the COREP market risk templates
SME on regulatory capital calculations for market risk
Review and investigate trends and provide commentary for management
Understand the reporting model infrastructure and implement streamlined process solutions towards a more efficient reporting model
Involvement in other non-BAU tasks, such as projects and policy matters that impact the legal entity and the financial reporting function
General accounting, reconciliation and finance knowledge essential, preferably from a Regulatory environment
Experience of Axiom at a user level although this is not essential
Investment product knowledge would be an advantage but not essential
Degree qualification or equivalent
Self motivated that is able to work with minimal supervision
Ability to communicate effectively at all levels

CIB F&bm-external Reporting Associate Stand Alone Team-delaware Resume Examples & Samples

3-5 years financial services experience
Ability to execute tasks with aggressive time frames and multi-task in an ever changing environment
Take ownership of issues, processes and projects, and multi-task
Work independently and effectively while managing time and completing priorities
Work effectively and efficiently in a team oriented environment
Detail oriented and self motivated
Ability to effectively interact with various levels of management and global stakeholders
Familiarity with Corporate Financial Architecture (SAP, GLS, Finance Reference Data, ICE, Merit, Hyperion, CDGL, P&F), a plus
CPA preferred
Bachelors degree in Accounting or Finance, or equivalent experience

CIB F&BM Credit External Reporting Associate Resume Examples & Samples

Ensuring that the quarterly external reporting disclosures are timely, accurate and complete
Liaising with Accounting Policy to ensure compliance with Corporate Regulatory requirements
Overall Balance Sheet, Capital and RWA monitoring
Working closely with LOB product controller (P&L) team and coordination across other central teams to facilitate reporting
Supporting the business in implementing changes in the regulatory framework
Managing the Income attribution process across the Credit LOBs in accordance with the firm’s Transfer pricing policies and liaise with Tax and Legal Entity Controller (LEC) teams as appropriate
MIS review, analysis and reporting of LOB financials with a special emphasis on Legal-entity results
Work on projects and ad-hoc queries as appropriate, driven by regulatory changes and coordinate across different teams including Product controllers, Financial controllers, LEC, Tax, etc
Owning key deliverables for month-end and Quarter-end as part of external reporting requirements
Implementing Sarbanes Oxley (SOX) Act and doing the relevant testing across the Credit External reporting team, ensuring compliance with the firm-wide guidelines in a timely manner
Monitoring & implementation of Regulation W guidelines across Global Credit and manage all associated reporting, with a special emphasis on identifying potential covered transactions
Provide oversight in implementing a strong control environment and raise concerns on a timely manner, as appropriate
Degree level (Finance, Accounting or related field preferred)
Working knowledge of Investment Bank products
Strong analytical, investigative problem-solving and decision-making skills, with a keen attention to detail
Established track record of delivery in a complex environment against aggressive timelines
Ability to deal with multiple tasks in a fast moving environment and keep pace with the changes effectively
Excellent working knowledge of MS Excel and being able to deal with complex spreadsheets. Good working knowledge of MS-Powerpoint and MS-Access
Be able to adapt and work seamlessly across different systems used for reporting
Control mindset with an ability to identify and close control gaps and/or issues

Corporate Risk Management Risk Reporting Associate Resume Examples & Samples

At least three years experience in a similar role
Strong product knowledge and / or experience against Wholesale Credit, Market, Country, Model Principal, or Liquidity risk
Good team player who can work well with colleagues of various levels, across multiple locations

Client Reporting Associate Resume Examples & Samples

Highly complex data management and reporting; creating and updating unique and targeted graphs, tables, charts and reports for clients and prospective clients using various software applications to meet critical deadlines
Assist with client service and client query management for assigned Institutional clients, consultants and third party administrators
Understand end to end client reporting process and continually champion the sharing of knowledge across teams and functions
Participate in cross training efforts on all CR functions, to include knowledge transfer of all operational and compliance procedures
Build and maintain relations with internal stakeholders in support of client service and building a future model to support new and evolving activity
Work with A&T on system developments, carry out UAT and keep up to date with all system enhancements and roll outs
BSc/BA in business, finance, accounting, economics, or related field
Keen interest in investment products and preferably demonstrable financial services experience, ideally in investment management
Proficiency in Microsoft office (especially Excel) and an aptitude for learning new applications
Previous query handling, client service experience a distinct advantage
Previous client reporting, NAV production and performance experience a distinct advantage

Tax Reporting Associate Resume Examples & Samples

Attention to detail and meeting deadlines
Good analytical and mathematical skills
Knowledge of US tax withholding and reporting regulations
3-5 years tax experience in the financial industry preferred

Client Reporting Associate Reporting & Information Management Resume Examples & Samples

1+ years of experience in Finance, Accounting and / or Operations with a focus on Client Reporting and Trade Reconciliation
Bachelor's Degree in related field
Strong attention to detail
Able to multitask efficiently and effectively
Microsoft Excel proficient
Understanding of relational database

Performance Reporting Associate Resume Examples & Samples

Research, reconcile and update monthly activity by using monthly custodian statements as well as in-house custody data
Set up and maintain appropriate comparisons with market indexes and customized benchmarks
The candidate must also possess strong written and oral communications skills
CIPM Certification

Reporting Associate Resume Examples & Samples

1-2 years of relevant experience
Bachelors degree in Accounting, Financial Services or a related field
Must be detail oriented and possess strong math skills

Private Banking Reporting Associate Resume Examples & Samples

Work collaboratively with key stakeholders and end-users (e.g. Product, Finance, IT, and field management) to understand and define business performance metric. Ensure all metrics are properly integrated into end-user reporting solutions
Produce, compile and distribute sales, production, pipeline, asset and management reports for senior management
Produce on-going and ad hoc analytics to support sales organization in understanding the growth and performance of the business and identifying potential performance improvement opportunities
Ability to take complex tables and data and turn them into simple and easy-to-understand presentations based on the business unit request
Clear understanding of how data should be interpreted for business partners
Minimum of 3 years’ experience in data analytics/reporting/metrics preferably within a private bank or retail bank
Proven people and project management skills, ability to successfully multitask projects
Advanced MS Excel, Access and PowerPoint skills
Experience with SQL and a solid understanding of multi-dimensional and relational database data organization concepts
Analytical background with strong technical and problem solving skills
Capable of handling complex problems independently on a daily basis. Ability to address critical issues independently and escalate to management when appropriate
Quant and/or programming experience are a plus

CIB & F&BM Legal Entity Controller Statutory Reporting Associate Resume Examples & Samples

Production of statutory accounts
Management of the statutory audit process and relationship with external auditors
Production & presentation of the board papers
Involvement in the legal entity restructuring projects
Qualified accountant with 3+ years PQE
Excellent and up to date technical accounting knowledge for UK GAAP & IFRS; US GAAP an advantage with recent experience of statutory audits
Solid understanding of investment banking products
Strong project management skills with ability to manage deliverables with multiple stakeholders at all levels within the organisation
Excellent communication skills, written and verbal, and ability to present to senior management
Self motivated, investigative approach, with the ability to work independently using own initiative

Legal Entity External Reporting, Associate Resume Examples & Samples

Participate in various aspects for the production, review and timely filing of Federal Reserve legal entity structure reporting forms including: FR Y-6, Annual Report of Holding Companies and FR Y-10, Report of Changes in Organizational Structure
Develop and implement control procedures, validations and reconciliations to ensure the integrity of reported results
Assess the impact of organizational structure changes on downstream financial processes
Provide support and training to internal stakeholders on Interpret regulatory and statutory reporting requires for structure reporting
Identify process improvements for legal entity structure data maintenance and reporting
Assist management in preparing responses to Federal Reserve and other regulatory or internal requests regarding legal entity structure
Assist management in drafting requests for guidance from regulators on issues relating to FR Y-6 and FR Y-10 reporting
Establishing and managing relationships with the Lines of Business through ongoing partnership and dialogue
Minimum 6+ years of Strong Accounting or Finance skills
A good understanding of the Federal Reserve System’s requirements for legal entity financial and organizational structure regulatory reporting is preferable
Ability to understand, interpret, analyze and solve regulatory and compliance issues
Strong control/documentation background
Strong communications skills – significant interaction with internal lines of business
Ability to work on multiple priorities at the same time
Strong analytical skills and logical thinking
Bachelor’s degree in Accounting, Finance or related field

Mortgage Lending Investor Reporting Associate Resume Examples & Samples

Facilitate the accurate and timely submission of reports and funds transfer to investors and trusts as specified by the servicing agreement
Perform an analysis and comparison of remittance reports to trustee prepared reports, if applicable, and ensure the proper and accurate identification and clearing of all variances
Perform monthly reconciliation of general ledger and custodial bank account activity to loan servicing details or to remittance activity
Troubleshoot any issues that arise which may have multiple variables that fall outside stipulated guidelines and work closely within the department and other BB&T departments to ensure their prompt and accurate resolution
Assist in the setup of the servicing system to ensure all investor loans report accurately and maintain loan level accuracy on servicing system and delivering superior ratings from agencies on a monthly basis
Assist in reviewing cash flow within Investor Reporting, including the review of corporate advances and servicing compensation
Act as a liaison and information resource between the Investor Reporting department and the trust or investor to answer questions and assist in the prompt resolution of any questions they may have or forward their inquiries to the appropriate department or individual for assistance
Assist in the performance of servicing oversight of servicer reports and request revisions, as required, and monitor compliance of other aspects of the sub-servicing agreements and maintain the servicer reporting system
Complete reviews to ensure compliance with investor and regulatory guidelines
Participate in investor meetings and develop relationships to ensure compliance with investor timelines and servicing agreements
Act as a resource to the team in the absence of the department Unit Leader
Bachelor's degree or equivalent education
Ability to handle multiple priorities/projects effectively while working in a dynamic environment
Ability to quickly grasp complex concepts, articulate clearly, make logical decisions and resolve issues
Advanced knowledge and understanding of investor accounting, reporting and remitting concepts
Proficient in the use of LPS' Mortgage Servicing Platform system

Mortgage Lending Investor Reporting Associate Resume Examples & Samples

Troubleshoot any issues that arise which may have multiple variables that fall outside stipulated guidelines and work closely within the department and with other BB&T departments to ensure their prompt and accurate resolution
Respond to investor inquiries and performs research
Knowledge and understanding of investor accounting, reporting and remitting concepts

Mortgage Data & Strategic Reporting Associate Resume Examples & Samples

Minimum of 5 - 7 years of experience in financial services with emphasis on mortgage products
Ability to efficiently analyze and synthesize data, create value-added management reporting
Preferable experience with Regulatory Reporting in the Mortgage space, consumer credit, and lending
Strong project management aptitude, preferably in lending operations and technology
BA in economics, computer science, accounting, business, statistics or math
Excellent interpersonal skills, ability to communicate clearly, and demonstrate sound judgment
Interest and understanding of general economic conditions and interest rate environment
Detail oriented with strong organizational, analytical and oral/ written communication skills
Demonstrates positive attitude and comfortable working in a very fast paced environment
Ability to effectively navigate in ambiguous situations and highly complex environments and develop creative solutions

Corp-regulatory Risk Reporting Associate Resume Examples & Samples

Ensure compliance with local regulatory requirements around Market and Credit Risk
Accountable for all regulatory market and credit risk reports that are submitted to Senior Management, presented at Committee and regulators
Point of contact for local regulators, external auditors for entity specific regulatory market and credit risk issues
Meet with senior managers and effectively discuss market risk limits, exposures, methodologies and regulatory requirement
Provide advisory on potential impacts of risk taking positions and new business initiatives
Work with technology teams to create dynamic, accurate, and automated regulatory legal entity reporting for the Bank
Analyze and explain differences between regulatory and corporate methodologies to measure exposures
Previous experience in credit and/or market risk regulatory reporting
Trading Products knowledge
Expertise in market and counterparty risk metrics and models
Proficiency in Spanish and English
Strong verbal and written communication (capable of adjusting the message by audience)

Account Compliance Reporting Associate Resume Examples & Samples

Supervision and Preparation of financial and accounting documents
Bookkeeping via specialized software
Ensuring effective operational accounting
Providing support to managers in drafting financial statements, returns and other statutory filings
Ensuring that client requests are addressed on a timely basis
Conducting engagements in a professional manner, diligence and commitment to quality
Taking on client "main point of contact" role ensuring good/prompt client service, responsiveness
Monitoring engagement economics and raising invoices to clients on a timely basis
Supporting the engagement Partner/Manager with Quality and Risk issues, overseeing implementation and adherence to agreed processes, procedures and timetables
Supporting on business development activity, identifying opportunities for additional EY services and or extensions to EY outsourcing services, and assisting with proposals including pitches, technology demonstrations and oral presentations
Bachelor degree in Accounting and/ or Finance
CPA/ACCA would be preferable
Fluency in both Arabic and English
Strong analytical, teamwork and organizational skills
Coordination and Prioritisation – self-starter, managing own workload, ability to work under pressure and to keep things moving – and to juggle multiple tasks
PC proficiency, including proficiency in spreadsheet, word processing, and presentation software applications, experience with accounting systems and ERPs
A mature and flexible personality and the ability to work well in teams
Relative experience would be considered strong advantage
Ability to work across borders with a wide network of people – facility in a foreign language would be helpful but not essential

Performance Reporting Associate Wealth Management Operations Resume Examples & Samples

Manage the reporting expectations of high profile FAs for custom reporting
Prepare monthly, quarterly and adhoc performance reports
Interface with group manager in review and production of team metrics for Cap Plan, and technology
3-5 years of financial experience
The candidate must also possess strong written and oral communications skill
Analytical/critical thinking ability
Excellent reconciliation and research skills
High level of proficiency in Excel
Experience in performance measurement or portfolio accounting field a plus
College: 4 years, BS degree

SEC External Reporting Associate Resume Examples & Samples

4+ years of Public Accounting and/or Private Industry experience
Solid SEC Reporting background
Previous experience with GAAP, General Ledger, and Sarbanes Oxley

Operations Asset Management Client Reporting Associate Bengaluru Resume Examples & Samples

Goldman Sachs Asset Management (GSAM) is the investment management arm providing global investment opportunities to a substantial and diversified client base including institutions, governments and high net worth individuals. GSAM has become one of the pre-eminent investment management organizations globally, with responsibility for over $800bn assets under management
Goldman Sachs Administration Services (GSAS) provides fund administration services to a wide range of clients with a broad global base. Currently it has over $200 billion in assets under administration, for over 220 clients. Services provided include Fund Accounting, Investor Services, Middle Office, and Operations support. GSAS is dedicated to providing a superior client and investor experience in the Fund Administration arena by taking a strategic, focused approach
Portfolio Control & Analysis (PCA) team has primary responsibility for all aspects of portfolio control, accounting, cash management and client reporting. This is undertaken for a wide range of clients and a complex product range covering equities, fixed income, currency and derivatives. In this the team supports portfolio managers and traders, sales and marketing and client service professionals by providing accurate and timely client account information
Investment Services Group (ISG) has accountability for a number of key areas within GSAM Operations such as client implementation management, investment guidelines, billing, asset servicing, data control, and relationship management as well as support for other specialized areas within GSAM
Global Projects (GP) has responsibility for successful implementation of initiatives, which tend to be on a global scale, and to realize efficiencies and improvements to processes and services. This involves translating a vision into manageable, scalable and cost-effective solutions that meet or exceed expectations of the business
Risk Management (RM) team has a primary responsibility to provide a rigorous framework that enables future activity to take place in a consistent and controlled manner. This involves providing a comprehensive and structured understanding of business activity, volatility and project opportunity / threat as well as providing risk mitigation and prevention services and optimizing operation efficiency
Act as a Client Service specialist within Bangalore Client Reporting team, working closely with the regional Client Relationship Managers and specified product team(s) to fulfill regularly scheduled Institutional Client reporting needs (product teams include: Global Fixed Income, US Growth Equity, US Value Equity, Global Active Equity, Quantitative Equity, Quantitative Strategies, Money Market, Hedge Fund Strategies, Private Equity, Merchant Banking)
Gather data for Institutional client reports from various GSAM teams and systems including: Product Management teams, Client Relationship Managers, Operations, Performance Measurement and Risk, Legal and Compliance, and Accounting/Billing
Work on Ad-hoc client requests which includes client and legal questionnaires and other miscellaneous requests
Liaise with the Regional Client relationship Managers on an on-going basis to escalate and resolve issues, stay abreast of new clients, update templates to reflect changes to existing reporting requirements
Work closely with the regional Client Relationship Managers/Sales Teams in tracking/notifying credit quality guidelines, account changes and cash flows
Provide business user support on various technological developments to the Institutional Client Reporting systems. Participate in business requirement definition and user acceptance testing
Provide data maintenance support for the Regional Client Service teams on applications including: RADAR, Saleslogix, Institutional Client Report Generation Tool, CID, GS 360
Support the set-up and maintenance of new client access on GS 360
Responding promptly to client inquiries, committing to deliverables as well as undertaking ad hoc investigation and analysis, where this is appropriate

Ccb Operational Risk Business Banking Support & Reporting Associate Resume Examples & Samples

Execute the RCSA testing cycle and evaluates the risk and controls identified
Retention of testing artifacts and ownership and maintenance of testing calendar
Review procedures/processes/information to evaluate controls across all of Business Banking Risk
Ability to identify risk and control points during reviews or from process maps, policies and practices
Organize and capture review findings. Ensure that all design gaps are identified and remediated in a timely manner
Recommend Control design changes to ensure the business effectively manages risk
Perform side-by-side observations as necessary
Facilitate kick off and closing meetings with department heads
Perform root cause analysis of issues and recommend remediation steps which could result in action plans in the Phoenix Risk System
Maintain accurate and complete documentation and follow up on all items through completion
Questions/interprets control and business exception reports; verify the accuracy of testing and ensures compliance with plans, policies, and procedures prescribed by management
Assist with audit/exam preparation as needed, including validation of closure and remediation of prior audit issues
Re-test all high-rated issue closures in the last 90 days and MRA’s closed in the last 60 days
Provide reporting on Control related metrics and status updates as required to committee forums and other Control partners, including Action Plans status, RCSA and Control testing updates, exam management
B.A./B.S. degree required
5+ years Risk and Control or other related experience required: in banking or financial services industry preferred
Intermediate understanding of operational risk and controls
Intermediate understanding of Business Banking and Credit
Attention to detail and the ability to work independently with moderate level of supervision
Strong communication and interpersonal skills required with ability to present complex and sensitive issues to senior management
Proven ability to be able to multi task, complete projects on time and be able to adapt to changing priorities
Self-starter who works well in a fast-paced environment with multiple projects
Works well individually, and in teams, shares information, supports colleagues and encourages participation
Strong ability to quickly comprehend information from written documentation, process mapping, and system training overviews
Intermediate Microsoft Office (Excel, PowerPoint, Word, Visio) skills
Working knowledge of Phoenix and the RCSA process
Experience defining Issues and rating controls
Audit or control testing experience a plus

Client Reporting Associate Resume Examples & Samples

Work closely with the Client Business to gain a greater understanding of the Retail requirements for each region, establishing an in depth knowledge of the requirements and client base
Work with APG on system development required to support existing and new regulatory requirements
Apply detailed quality controls checks on all reporting output, ensuring both accurate and compliant with the regulatory requirement
Keen interest in investment products and ideally 2+ years financial services experience, ideally in investment management
Previous investment or regulatory reporting experience a distinct advantage

Performance Reporting Associate Wealth Management Operations Resume Examples & Samples

Prepare monthly, quarterly and adhoc performance, attribution and peer group analysis reports
Daily operations of preparing, verifying and troubleshooting data elements that feed our reporting platforms (Performer, Orion, PARIS)
Interface with group manager in review and production of team metrics for Cap Plan, and technology improvement initiatives
Ensure index, universe, and attribution data is obtained and update for reporting by team
Participate in group projects and improvement initiatives
High level of proficiency in Excel (Macros) and Access
Informa Performer System a plus

Asset Mgmt Risk Business Mgmt Risk Reporting Associate Resume Examples & Samples

Assist in the development and maintenance of a strong partnership with Firm-wide Risk Reporting (a Corporate function); this group is in the process of building out centralized reporting teams that are aligned to the LOBs, which will require strong engagement from AM to define the ideal service model for centralized reporting
Work with AMRM and Firm-wide Risk Reporting to rationalize existing reporting and retire unnecessary/duplicative reports
Work with AMRM and Firm-wide Risk Reporting to jointly develop and launch new reporting across all risk stripes - including investment, market, credit, counterparty, and operational risk for AMRM-specific reports and for Corporate-level reporting that require input from AMRM
For AMRM Reporting processes that will stay within the LOB, participate in the development, launch, and ongoing production of new and enhanced reports
Contribute to all Corporate-driven and consolidated AMRM reporting, including the EMR, DRPC, and AM CRO Dashboard reports
Perform ongoing analytics and ad hoc analyses on the risk information being produced to more thoroughly understand current and potential risk issues
Regarding the underlying Risk data, participate in efforts to improve data quality, data completeness, and data optimization; solutions will require the ability to effective partner with business teams, data officers, and Risk technology
Work to ensure all required reporting controls are in place; contribute to AM’s BCBS compliance efforts
Play a key role in developing a stable, consistent, integrated analytics reporting platform working symbiotically with group technology leaders and developers within AM and in the Corporate technology teams
The individual will need to be proactive and action oriented with strong analytical skills and a proven ability for problem solving and articulation to stakeholders. Additional qualifications highlights include
3+ years of risk management experience in the asset management industry; experience includes performing reporting functions
Knowledge of investment products across multiple asset classes in both traditional and alternative strategies
Working knowledge of market risk and credit risk measurement methodologies
Strong communication skills - both written and verbal
Advanced working knowledge of MS Excel. MS Access is a plus
Knowledge of JPM risk systems; CRI, MRI, MaRRS, CRRT, EN

Risk Reporting Associate Resume Examples & Samples

Minimum 5-7 years of financial reporting experience and/or relevant work experience
Bachelors degree required; Accounting or Finance degree preferred
Strong control, reconciliation, and process management skills
Excellent analytical skills, and communication skills (both verbal and written)
Strong organizational skills and data reconciliation skills
Superior attention to detail and process orientation
Availability to work overtime on an as needed basis

Corporate Oversight & Control Controls Room India Reporting Associate Bangalore Resume Examples & Samples

Aggregate data across lines of business/corporate functions/regions for reporting critical information
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
Support the Controls Room on ad hoc projects driven by the Chief Control Officer and Global Head of Compliance
Work closely with the Data Gathering team and Controls Room lab to automate data feeds and standardize reporting
Bachelor's degree in Business Administration, Finance, Accounting or related discipline
Experience in the effective presentation / visualization of data and analytics
Possess a working knowledge of banking operations, financial services and the current regulatory environment
Proven ability to be able to multi-task, as well as assess and change priorities

Cib F&bm Derivative Capital Reporting Associate Delaware Resume Examples & Samples

Provide monthly reporting of Basel III Standardized & Advanced RWA across all products and lines of business
Perform quarter end consolidation, calculation, and reporting of Basel III Standardized & Advanced RWA
Act as business stakeholder on & help drive strategic projects related to reporting processes
Perform analyses, and accurately articulate results to managers & senior managers
Perform reconciliations related to attributes used in the RWA calculation processes, and process necessary adjustments
Participate in end user project testing as needed. Identify gaps in current reporting processes and implement new controls to better measure LOB financials and RWA impact
Develop strategic solutions in order to deliver practical and functional variance analysis metrics to the product controllers
Execute tasks within aggressive time frame
Multi-task in an ever changing environment
Take ownership of processes
Partner with stake holders at all levels of the organization
Critically challenge existing process flows with the goal of identifying and implementing process improvements

External Reporting Associate Resume Examples & Samples

Requires at least 1 year of similar experience (production of financial statements) within financial services or 3 years with an auditor of a financial services organization so long as financial statement review is part of the experience
Communication / organizational / accounting skills
Certified Public Accountant preferred (not required)
Analysis of data, critical thinking, the ability to manage complex tasks with multiple steps, and handling of multiple deadlines
Familiarity with Peoplesoft
Investigation of intercompany balances and ability to understand what eliminates in the financial statements of multiple entities
The right candidate will be deadline focused, self-motivated, experience in financial services (ideally broker-dealers)

CIB F&BM Equities Global External Reporting Associate Resume Examples & Samples

Support new business initiatives to improve understanding of assets/liabilities, liquidity & funding profiles. Evolving into Leverage ratio other regulatory considerations, as well as Initiatives covering regulatory and accounting policy changes
Opportunity to work on other External Reporting requirements
RWA knowledge preferred
Solid relationship building and influencing skills
Excellent accounting & regulatory knowledge, specifically Basel Capital Rules

Tax Reporting Associate Resume Examples & Samples

Year-end forms production and quality assurance for
System enhancements and testing
Assisting in creating business requirement documents & testing of the changes
FBAR knowledge of information reporting requirements for Entity and Authority Signature

Client Reporting Associate Resume Examples & Samples

Work closely with the Client Business to gain a greater understanding of the regulatory requirements for each region, establishing an in depth knowledge of the regulation and client base
Build and maintain relations with Legal & Compliance to remain at the forefront of all regulatory changes, proactively assessing the impact to the reporting required
Work with APG on system developments, required to support existing and new regulatory requirements
Build all sets up to support the regulatory reporting, and create clear and concise procedural documentation for all new activity
Keen interest in investment products and financial services experience, ideally in investment management

Sales Development Reporting Associate Resume Examples & Samples

Acquire data from primary or secondary data sources and maintain databases/data systems
Filter and “clean” data, and review computer reports, printouts, and performance indicators to locate and correct code problems
Locate and define new process improvement opportunities
Technical expertise regarding data models, database design development, data mining, and segmentation techniques
Knowledge of statistics and experience using statistical packages for analyzing large datasets (Excel, SPSS, SAS, etc..)
Adept at queries, report writing, and presenting findings
Proven experience with Siebel/DSCS systems
Demonstrated technical proficiency in Word for Windows/Excel, Internet, Outlook, email, Mobile Device
Advanced computer skills, in Outlook, Word, Excel, PowerPoint, Internet Explorer, VISO, Siebel and DSCS
Ability to assume responsibility; function effectively in team environment or independently, with minimal supervision
Detail oriented and organized with ability to multi task
Demonstrate proactive problem solving skills
Ability to prioritize multiple projects/tasks efficiently
Ability to function in a demanding environment with competing and changing priorities
Ability to identify problems and develop alternatives/solutions
Ability to recognize a need and take ownership of its completion
Must be flexible with shifting priorities and changing team dynamics and a quick learner
Strong knowledge of and experience with reporting packages (Business Objects, etc.), databases (SQL, etc.), programming (XML, Javascripts, or ETL frameworks)
Proven working experience as a data analyst
Knowledge of all Disney Destinations – Parks & Resorts
Must be detailed oriented with the ability to handle multiple priorities
Strong organizational skills and able to work under pressure
Highly motivated, exceptional problem solving and analytical skills
Must be flexible with hours and duties
Must be able to work with all levels of management and varying personalities
Ability to read, analyze and interpret a wide array of information

Performance Reporting Associate Resume Examples & Samples

Daily operations of preparing, verifying and troubleshooting data elements that feed our reporting platforms (Performer, Orion, PARIS)
Interface with group manager in review and production of team metrics for Cap Plan, and technology improvement initiatives
Ensure index, universe, and attribution data is obtained and update for reporting by team
Informa Performer System a plus

Mortgage Pricing & Analytics Reporting Associate Resume Examples & Samples

Publish daily or monthly reports which include market trends, Key Performance Indices, operational issues, competitive analysis, etc
Interface with internal and external groups to acquire data required for reports
Track realized return on equity on funded and registered loans
Monitor Global Capital Markets and provide timely analysis and information to -optimize portfolio position
Perform ad hoc analysis on portfolio and mortgage pipeline
Ability to efficiently extract and analyze data, create value-added reporting and data intensive analysis for senior management
Knowledge of credit derivatives, financial modeling, mortgage origination and pipeline management
BA in finance, economics, accounting, business, statistics or math
Extensive exposure to multiple sectors in the Global Capital Markets
Efficient report generation and automation expertise. Working knowledge in VBA and Qlikview preferred
Detail oriented with strong organizational, analytical and oral/ written communication skills
Experience in analyzing macroeconomic conditions and interest rate environment
Demonstrates positive attitude and comfortable working in a very fast paced environment

Morgan Stanley Bank-regulatory & Audit Reporting Associate Resume Examples & Samples

Tracking and reporting of regulatory and audit inquiries and issues
Preparation of operational and senior management reporting including monthly and quarterly reporting for Board, Senior Management and Operational Risk Committees
Preparation of exception based issue reporting as well as related follow-up with issue owners
Ongoing quality assurance review of data
Enhancement of reporting process
Integration of revised data feeds from new firm systems
Development and production of metrics including KRIs and KPIs
5+ years’ experience in the financial services industry, preferably in a top-tier firm, focused on risk management, or related work in audit/compliance
Prior institutional and/or retail banking experience, with knowledge of retail non purpose lending and institutional lending, sweep deposits, Fixed Income and FX products
Familiarity with the US bank regulatory environment, specifically with regards to the OCC, FDIC, FRB and CFPB, with a working knowledge of FFIEC or OCC Examination Handbooks a plus
Highly detail-oriented, organized, and analytical
Self-motivated; works well both independently and collaboratively
An ability to operate effectively in written and verbal communications
Outstanding relationship management, communication, teamwork, and influencing skills
Proficiency in Microsoft Office (Access, Excel, PowerPoint) and SharePoint (reporting process uses these applications) a plus
Bachelor's degree or equivalent in IT, Business, Economics, Finance
Related certifications (i.e. GARP, ISACA - CISSP, CISM, CRISC and/or CISA) a plus

Reporting Associate Resume Examples & Samples

Run and validate reports on a daily/weekly/monthly basis
Develop, edit and maintain reports using various reporting tools
Collaborate with various partners to ensure data integrity and produce timely and accurate reporting
Demonstrated strong writing skills and attention to detail
Demonstrated strong organization and time management skills
Demonstrated strong problem solving and technical skills
Proven understanding of reporting systems such as Business Objects and SharePoint application
Proven ability to work with confidential information
Demonstrated research/validation experience
Minimum 2 years Walt Disney World experience
Proven experience with Disney Reservation Center (DRC) systems such as Accovia, Dreams, A La Carte, Nice
Proven experience with Microsoft Access
Demonstrated proficiency with SharePoint
Demonstrated proficiency with Business Objects reports

Balance Sheet Reporting Associate Resume Examples & Samples

The successful candidate should be able to demonstrate a rounded commercial approach to reporting and controllership, with proven skills in chasing issues through many layers to discover root causes
Candidates for the role should be a part-qualified accountant (CA, ACCA, CIMA) or have relevant degree or equivalent experience
Candidates should possess excellent Microsoft Excel skills and be proficient at summarising and presenting themes and results in a meaningful format
Able to build good relationships with stakeholders across a variety of business and finance areas
Candidates should be highly numerate with a close attention to detail
Have the flexibility required to work in a dynamic environment under tight deadlines
Confident
Adaptable
Team worker
Relevant work experience in the financial services industry (Financial and Product Control, Treasury, Funding)
Knowledge of financial products which are used in the financial services industry, particularly derivatives and repurchase agreements

CIO Treasury Liquidity Reporting Associate Resume Examples & Samples

Assisting in the preparation and submission of key regulatory reports (LCR, NSFR & EMR) for JPM UK entities
Assisting in the preparation and submission of daily liquidity limits & indicators for JPM EMEA entities
Preparing and analysing both weekly and ad hoc metrics for presentation to CIO management
Partner with CIO and provide ad hoc support to firm wide stakeholders such as Liquidity Management and Liquidity Risk & Oversight
Support tech/business enhancements and being an agent of change
Coordinating technology related developments, ensuring appropriate prioritisation and end user testing
Building and maintaining strong business, operations and technology relationships
Product knowledge preferred covering Money Market trades, Securities and FX / Interest Rate Products
Strong personality with good communication skills
Recognition of the business’ and team’s requirements and the willingness to step outside of a strict job description
Proficiency in MS Excel / Access preferred
Understanding of the nature and importance of Regulatory Reporting
Relevant product knowledge preferred
Experience of banking or financial services would be beneficial
Strong controls mindset with the curiosity to learn and challenge status quo

SEC Reporting Associate Resume Examples & Samples

Review the Firm’s financial reports (e.g., Annual Report, Form 10-K, Proxy, Form 10-Q, Quarterly Earnings Release and Financial Supplement and JPMorgan Chase Bank, N.A.’s financial statements) for compliance with accounting and reporting standards
Assist with the implementation of new accounting and reporting standards, including review of technical pronouncements for new requirements
Work with the applicable New Disclosures Project Team (CFR, Corporate Accounting Policies and applicable LOB/Functional groups) to implement new disclosures
Assist with XBRL tagging and review of the Firm’s financial statements and footnotes
Contribute to the preparation of the U.S. GAAP and SEC disclosure checklists, as well as develop and update internal “Plain English” disclosure checklists
Provide advice to senior management, the CFR team and the lines of business on accounting and reporting issues
Perform technical research as necessary
Review peer disclosures and make recommendations to enhance JPMC’s disclosure
Ensure the SEC Team’s compliance with the Firm’s Sarbanes-Oxley (SOX) program
Other ad hoc projects as assigned
Certified Public Accountant or on track for certification
Strong technical accounting, SEC and financial reporting background, with a minimum of 3-5 years of experience. Financial services experience is preferable
Strong verbal, written, listening and leadership skills necessary to work effectively across teams and departments
Initiative to work independently yet keep all parties apprised of developments, as well as being comfortable navigating through ambiguity
Deadline-oriented and ability to manage competing priorities
Workpaper preparation experience is required
Proficiency in Microsoft Office environment is required

CIO Structural Interest Rate Risk Reporting Associate Resume Examples & Samples

Partnering with business teams, operations teams, and technology teams for requirements gathering and project execution
Analyzing current state and future state requirements, determining gap and proposing solutions for business problems
Participating in test strategy and test case development and supporting user acceptance testing (UAT) activities
Identifying and tracking project issues/ risks and communicating effectively with business/ operations/ technology teams
Documenting functional and data requirements/specifications and coordinating walkthrough sessions with required stakeholders/project working group
3+ years of relevant experience (experience and/or interest in financial modeling is preferable)
Previous experience in Business Analyst (BA) roles a plus
Bachelor’s degree in Finance, Economics, Statistics, Math or other quantitative field
Proven track record in documenting new data/process flows and maintaining “evergreen” documents
SQL knowledge to perform technical/data analysis a plus
Experience with project management applications (Jira/HP Quality Center)
Strong analytical and quantitative skills, critical thinking, investigative problem-solving and decision making talents
Organized and able to execute responsibilities with minimal supervision
Quick learner, can come up to speed quickly
Strong technical skills (particularly in MS Excel and Access)
Experience with ALM software systems (eg, QRM, Bancware, IPS-Sendero/Fiserv) a plus
Familiarity with Asset & Liability Management, Interest Rate Risk, Funds Transfer Pricing and Quantitative Risk Management software (QRM) a plus
CFA and/or FRM certifications a plus

Risk Reporting Associate Resume Examples & Samples

Act as a member of the Card, Auto and Student Loan Sub-LOB Reporting/MIS Risk Management team, assuring that the overall division is making effective decisions to manage the Risk of the business while assuring effective profitability decisions
Partner with India and US based reporting team to ensure report delivery processes and data validation processes meet business needs
Assist in defining and documenting new processes and training new hires on new processes
Coordinate with other areas of Risk including the Risk Centers of Excellence, Portfolio and Fraud teams to capture report requirements and metadata
Produce reports, provide analysis and coordinate commentary with Business or Risk SMEs
Conduct page level and report level validations and reconciliations to ensure report accuracy
Partner with leads to conduct root cause analysis to investigate reconciliation variances
Execute report and data adjustments as needed
Minimum 3+ years of relevant business analysis and/or reporting experience
Ability to interact and communicate effectively, both written and verbally
Experience documenting functional use cases
Financial services background / experiences a plus

Client Reporting Associate Resume Examples & Samples

5+ years of experience in Asset Management Client Reporting, Asset Management Operations, and Fund Reporting
Bachelor's Degree in Business Administration or related fields
In depth understanding of CORIC, Power Point
Basic understanding of total return and attribution performance reporting
Solid time management and problem solving skills

Digital Payments Analytics & Reporting Associate Resume Examples & Samples

Maintain and develop reports that provide analysis of business performance, using customer data, including hands-on retrieval of data from various databases and campaign management tools
Work closely with representatives from other analytical areas, internal technology groups, and vendor partners to support internal campaigns, and maintain/enhance customer databases
Responsible for campaign analysis, customer behavior and customer performance analyses and segmentation
Support business analysis, P&L development, and business case development
Experience developing relational data base reporting from business objects data, navigating internal Chase data warehouse environments
Strong quantitative and qualitative data analytics skills to identify key trends and market insights and support decisions
Effective interpersonal and communication skills, ideal candidate must be able to effectively communicate both verbally and written with customer/client contacts
Bachelor's degree in a quantitative discipline preferred or related work experience; MBA or other advanced degree is a plus
3+ years analytical or equivalent experience required including financial industry experience preferably in a credit card environment
Strong SAS, SQL, Unix programming skills. Computer literacy/proficiency in data query tools and MS Office (Web Analytics experience is a plus)
Strong analytical and technical skills with proven ability to process vast amounts of data into meaningful information. Must have business sense to understand the big picture and quantitative skills to analyze and interpret business trends
Strong independent, results-oriented focus in a fast-paced, changing environment
Ability to manage multiple deliverables simultaneously and prioritize projects accordingly
Strong presentation building skills and ability to interact and influence effectively, selling ideas and business cases to senior management and partners

Client Reporting Associate Resume Examples & Samples

Highly complex data management and reporting; creating and updating unique and targeted
Own client service and client query management for assigned Institutional clients, consultants
Participate in cross training efforts on all CR functions, to include knowledge transfer of all
You will be required to achieve threshold competence across all Client Reporting disciplines
Keen interest in investment products and preferably around 3 yrs+ financial services

Fraud Analytics & Reporting Associate Resume Examples & Samples

Review and analyze online banking/ACH transactions prior to release/approval to determine if fraud or misrepresentation exists
Action incidents alerted by a suite of detection tools and take all necessary steps to mitigate fraud and information security risk
Coordinates and assists on proposed decisions and action to be taken as a result of any fraud investigation
Prepare and document review findings in a concise, understandable manner for written communication to the appropriate parties
Input and maintain findings in departmental database for data mining and identification of trends and patterns
Complete Suspicious Activity Report (SAR) accurately and timely to file with Financial Crimes Enforcement Network (FinCEN) in accordance with banking regulation and internal policy and procedures
Provide support to the disbursement team and the wider Incident Management team as required
Interacts with internal and external sources regarding risk issues involving client/account activity
Adheres to departmental and corporate policies to ensure guidelines are followed and executed in accordance with management's expectations
Superior analytical, critical thinking and decision-making skills
Detail oriented with the ability and desire to work in a team environment
Experience in financial crime detection or prevention
SAS certified within the last 2-3 years
Understanding of financial services industry products and processes
Understanding of fraud and security issues within the banking and finance industry
Previous experience working within a customer service/hospitality based role
The candidate must also be proficient working with Excel, Access, Business Objects and PowerPoint

CCB Fraud Risk Reporting Associate Resume Examples & Samples

Develop and maintain reports supporting various Fraud Risk channels
Be subject matter expert in Mortgage Fraud; develop robust understanding of data environment, operations process and business knowledge
3-5 years of experience in reporting function
Very strong technical background including hands-on experience with SAS, SQL and Unix
Some background and experience in risk management is a plus
Strong problem solving skills and track record for developing creative solutions
Strong organizational, project management and multi tasking skills with the ability to set expectations, manage to timelines and deliver results

Client Reporting, Associate Resume Examples & Samples

Own client service and client query management for assigned Institutional clients, consultants and third party administrators
Constantly evaluate systems, processes and procedures for inefficiencies, and make recommendations for improvement, ensuring that all reasonable measures are taken to mitigate operational risk
Knowledge of investment products and financial services experience, ideally in investment management
Previous client reporting, NAV production and performance experience preferred
Additionally, the candidate must have strong technical skills, including

Client Reporting Associate Resume Examples & Samples

Ensure all client deliverables are of the highest quality; meet all regulatory guidelines while meeting client requirements and deadlines
Provide fund expertise, training and daily support to team members
Preparing investment analytics, portfolio reports, information sheets and other complex investment documents in multiple languages for a wide variety of clients
Forward planning and proactive management of resources to meet varying workloads and daily, weekly, monthly quarterly and yearly deadlines
Lead initiatives to increase efficiency and generate requirements for automation or other tools
The candidate will also need to provide cover for the US Market every 3 months for a month from 4pm to midnight. They will be compensated accordingly for this

Senior Client Service & Reporting Associate Resume Examples & Samples

BS/BA in Accounting, Finance or other quantitative subjects is preferred
Knowledge of the private placement asset class is a plus
Familiarity with Prudentials systems such as PAM & CAMPPS is helpful
Demonstrated analytic and accounting skills
An understanding of the capital markets (knowledge of debt and equity security terms and valuation methodologies)
Strong writing, interpersonal and communication skills
Solid Excel, Word & PowerPoint skills
1-3 years business related experience preferred

Corporate Risk-credit Risk Ccar Reporting Associate Resume Examples & Samples

Align Firmwide Risk information with external disclosures to create an integrated view of Finance & Risk
Develop an understanding of and support JPM’s monthly and quarterly regulatory CCAR requirements and processes
Support the build-out / automation of the FR Y-14 Schedule L CCAR reporting tools (currently Sybase DB, MS Access, MS Excel)
Assist in the analysis and the enhancement of annual and quarterly CCAR reconciliation controls between the FR Y-14 Schedule L
Assist in the development of Variance Analytic Framework for all annual and quarterly CCAR schedules that are delivered to regulators
Assist in enhancing the governance and attestation framework for the annual and quarterly CCAR requirement
Liaise with our Firmwide Core Capital Stress Testing (“CCST”) team related to the delivery of actual results used in both annual and semi-annual CCAR reporting requirements
Support Corporate and LOB initiatives to continually improve and enhance the FR Y-14 Schedule L CCAR process
Work with the CCIC team (within the Credit Risk Organization) to perform analysis and create presentations that will be used for senior management discussion and/or used for presentation to regulators
Control mindset (ability to identify and close control gaps and/or issues)

Business Analytics & Reporting Associate Resume Examples & Samples

Actual vs plan weekly and monthly financial analysis at Services /Sector/ Geography level
Analyse month-to-go and year-to-go expectations regarding plan achievement
Research forecast, prepare and plan analytical information and communicate to services/sectors/locations and finance
Prepare various reports related to sales and pipeline and present to the leadership team
Prepare weekly and monthly presentations to the leadership team which will provide the overview/insight on actual vs plan results
Provide the ideas, take initiatives and be proactive regarding the view/graphs/tables for presentation
Work and communicate with services /areas/regions in order to collect commentary, explanations, and clarifications on analysing information
Sound knowledge on monitoring of engagement finance and reviews
Involve in ad-hoc projects
Independent worker and analytical thinker with ability to conduct research, data analysis and resolve complex problems
Proficient in creating insightful reports and presentations in Ms Power Point
Strong analytical and problem solving skills with high proficiency in Ms Excel

External Reporting Associate Resume Examples & Samples

1+ years of Public Accounting and/or Private Industry experience
Previous Financial Reporting experience in the Financial Services industry
Strong GAAP experience
Working knowledge of Peoplesoft

Advisory Performance Reporting Associate Resume Examples & Samples

Facilitate regular meetings with Committee to address outstanding classification issues
Daily operations of preparing, verifying and troubleshooting data elements that feed our reporting platforms
Interface with Taxonomy business owner on technology improvement initiatives
Participate in group projects and improvement initiatives
The candidate must also possess strong written and oral communications skills
Experience in performance measurement or portfolio accounting field a plus
College: 4 years, BS degree
Series 7 license a plus

External Reporting, Associate Resume Examples & Samples

5+ years total relevant work, industry and product experience
Strong accounting background
Excellent computer skills, Strong Excel and Access Skills
Strong communications skills – both written and verbal
Ability to work on multiple priorities simultaneously
Extremely strong organizational skills
Adaptable to change in a quick moving environment
Project management experience/skills helpful

Credit Reporting, Associate Resume Examples & Samples

Minimum 5 years of financial reporting experience and/or relevant work experience
Ability to work well under pressure and balance multiple priorities
Proficiency with Microsoft Excel and Access

Mortgage Pricing & Analytics Reporting Associate Resume Examples & Samples

Publish daily or monthly reports which include market trends, Key Performance Indices, operational issues, competitive analysis
Track portfolio performance & assist with ad hoc analysis not limited to ROE tracking ,Product migration, Portfolio runoff & default, risk profile, retention & WAC differential analysis
Collaborate with internal and external stakeholders to coordinate, research and fulfill data & reporting requests from various regulatory agencies & to develop a strong culture of information validation across the entire organization to ensure integrity
Work closely with IT to add data quality controls & assist in streamlining & automating current processes to improve efficiency & turnaround times
Monitor Global Capital Markets and provide timely analysis and information to optimize portfolio position
Advanced Excel skills including VBA along with ability to write Macros
Proficient in Microsoft office Products (PowerPoint, Word, Visio)
Experience with Business Objects & Qlikview preferred
Efficient report generation and automation expertise. Working Knowledge of SQL & SAS is a plus

MAM Correspondence & Reporting Associate Resume Examples & Samples

Ensuring accuracy of client correspondence, including coordination of the approval process and engagement with a range of stakeholders
Liaising with various external service providers to ensure accurate and timely distribution of client correspondence
Document maintenance including; drafting and review of correspondence templates, ensuring templates are reviewed regularly and meet regulatory requirements, retention of signoff and supporting documentation
Building and maintaining a high level of engagement with key internal stakeholders, such as Fund Accounting, Product Managers, Legal, Compliance and Marketing
Self-drive with the ability to take ownership of responsibilities
Able to work both autonomously and within a team
Strive for continuous Improvement, aimed at improving efficiency and client service
Experience in and knowledge of investment markets, issues and regulations will be looked upon favourably

Swaps Reporting, Associate Resume Examples & Samples

This role is responsible for but not limited to
Demonstrating that you can be a team player and build relationships across the team is required
Meeting deadlines and effective communicating is imperative
Having the capability to collaborate with other teams to achieve set goals across the global Regulatory space is required

Regulatory Liquidity Reporting Associate Resume Examples & Samples

Preparing sections of the 5G regulatory liquidity report for the FRB
Performing robust analysis of movements and other key business drivers
Building a good understanding of the technical rules & guidance underpinning the report
Developing a strong working relationship with key stakeholders across the business, including Corporate Treasury and various Business Units
Working with the wider LFC teams (across our other locations) to ensure that reporting is properly linked to our control framework and also there is consistency between our key reports
Producing regular performance reporting and key metrics to demonstrate compliance with procedures and to identify potential areas of inefficiency / risk
Timely issue resolution and escalation of issues
Analytical thinker, meticulous work style and ability to troubleshoot and solve problems
Experience in managing large amounts of data and strong attention to detail
Ability to analyze and interpret complex data and to draw to a meaningful conclusion from this
Solid communication skills, especially in addressing technical and quantitative issues
Advanced Excel skills are essential and a knowledge of Business Objects would be beneficial
Financial Services experience and / or knowledge of investment banking products would be desirable
Qualified or part-qualified Accountant highly desirable

Client Reporting Associate Resume Examples & Samples

Complete client reports, client due diligence questionnaires, and portfolio presentations, while ensuring that materials are accurate and deadlines are met
Respond to ad hoc client inquires in a timely manner while working with internal groups when necessary
Handle multiple tasks while meeting strict client deadlines
Proactively work on projects during off-peak periods
Anticipate issues that may adversely affect the ability to meet reporting deadlines, and take action to reduce the risk of occurrences
Cultivate relationships with internal and external partners and service providers
Keep abreast of industry initiatives and market trends that impact the business
Degree in Finance, Marketing or Business preferred
Willingness and desire to learn and teach others
PC skills with strong knowledge of spreadsheets
Entrepreneurial spirit that is willing to take on additional responsibility
Enjoys a fast-paced, high-intensity environment
Ability to organize, prioritize tasks and work in a deadline driven environment

Analysis & Reporting Associate Resume Examples & Samples

Produce monthly, quarterly, and ad hoc reports, perform segmentation analysis, identify trends, and provide results to product teams. Provide data to guide customer education decisions with an end goal of increased online adoption and usage. Create enrollment and servicing dashboards for executive review
Perform analysis to assist in the creation of business case and scoping documents. Provide reports that guide cost/benefit analyses and requirements gathering resulting in business plans for new initiatives in the Commercial Bank
Gather requirements, perform data analysis, and provide user friendly reports to resolve service-related issues
Identify opportunities for client acquisition and service adoption
Identify, analyze, and interpret trends or patterns in large and complex data sets
Combine data from multiple data sets to provide a comprehensive picture and analysis of client usage and trends
Develop and maintain databases and data systems necessary for projects and department functions working with partners from technology and other lines of businesses
Acquire and abstract primary or secondary data from existing internal or external data sources
Identify problematic areas and conduct research to determine the best course of action to correct the data
Analyze and problem solve issues with current and planned systems as they relate to the integration and management of client data (for example, review for accuracy in record merge, unmerge processes)
Monitor for timely and accurate completion of select data elements (for example, client enrollments)
Analytical; excellent understanding of how to use data to solve business problems
Project and Time Management Skills; well-organized, structured approach, ability to achieve tight timelines on complex deliverables
Ability to form strong relationships with external and internal data providers
Knowledge of Commercial Bank, Digital (formerly Corporate Internet Group), and Treasury Services data systems and system interactions a strong plus
Bachelor's in Information Management, Finance, Accounting, Computing, Mathematics, Statistics, or related fields
Previous data analyst experience
5-7 years prior data analysis experience preferred

Control & Reporting Associate / AVP Resume Examples & Samples

Reconcile internal cash and securities accounts, produce daily reconciliation reports, obtain and critique status updates and explanations
Produce weekly and monthly management reports and senior management / committee reports
Produce regulatory reports and file as needed
Work closely with line managers and staff to identify control gaps and close
Drive break resolution process with line managers
Raise, review and track Incident Reports resulting from processing errors
Assess control breaks, reasons and actions for quality and accuracy
Interpret regulations and apply to processing and record keeping systems
Performs according to prescribed procedures
Five years of experience in financial services / securities industry in a control, reconciliation related field
Accounting, bookkeeping, audit experience

Tax Reporting Associate Resume Examples & Samples

Supporting team with the quarterly effective tax rate process for Europe, as well as the year-end tax provision process both for US GAAP group reporting and for UK GAAP/ European GAAP individual company reporting
Maintenance of EMEA tax database
Preparation of additional firm reporting requirements such as Fin 48 and Country by Country reporting
Preparation of the 5471 reporting process for Tax
Preparation of monthly reconciliation for current tax provisions and system attestation
Preparation of quarterly reconciliation for deferred tax provisions and system attestation
Participation in monthly attestation calls with senior tax management
Working with US Tax department producing State and Local Tax reporting
Part/ newly qualified ACCA/CIMA/CA accountant
Good accounting knowledge with experience of tax accounting and disclosures would be advantageous (UK, IFRS and US GAAP knowledge), particularly in multi-legal entity environment (e.g. experience of consolidations)
Experience of General Ledger journal input preferable
Self-motivated, with a desire to succeed and develop professionally and personally
Proficiency with Microsoft Office and Excel

External Reporting Associate Resume Examples & Samples

Manage the data aggregation for the disclosures of the following activities for e.g. Other Assets, Other Liabilities (including Mortgage repurchase reserve), Pledged assets and Collateral, on and off-balance sheet Securities financing activities
Participate in various aspects for the production of aggregate firm wide data for monthly, quarterly and annual external disclosures as applicable
Managing relationships with the Lines of Business as well as with CFR teams that are responsible for the external reporting of the firm wide data

Tax Reporting Associate Resume Examples & Samples

Collaborate with an outside vendor to facilitate the processing of lost shareholders and state escheatment due diligence processing and applicable filings
Participate in the annual review, generation and ultimate delivery of tax forms to clients and IRS
Process and track sensitive client issues such as subpoenas
Administer various shareholder mailings throughout the year (W-8 re-certifications, NCOA updates, etc.)
Act as a backup for other oversight responsibilities performed within the group
Participate actively in TA initiatives as needed
Four year college degree
Two to three years of experience in the financial services or mutual fund industry
One year of experience in tax reporting (Forms 1099, 5498, 1042-S)
Previous experience with escheatment processing a plus
Previous experience with IRS B-Notice and 972CG processing reporting a plus
Familiarity with other regulations such as 22c-2, PATRIOT Act a plus
Must be able to manage sensitive and confidential information in an appropriate manner
Strong decision making and analytical skills
Highly self- motivated and results oriented
Extremely detail oriented

Client Reporting Associate Resume Examples & Samples

Fulfills scheduled and ad hoc data and related reporting requests to internal and external clients in a timely, accurate, comprehensive and appropriate fashion
Completes quantitative data sections of RFP’s and Questionnaires for products and portfolios as requested by prospective and existing clients, consultants and strategic alliances
Provides support in the fulfillment of monthly and quarterly data requirements for updating databases in a timely and accurate fashion
Prepares data and graphical performance illustrations as requested for strategic alliances and client presentations
Creates and maintains standard operating procedures on all processes, which includes the appropriate archival of data used internally and externally
Serves as back up in absences or heavy work volumes to the ICRM Associates
Coordinates within ICRM Associates and internal departments to identify and document additional data needs, process efficiencies and system enhancements
Bachelor’s degree in business or other related field required
Must have a high attention to detail and good analytical skills
Must have strong organizational and time management skills
Excellent verbal and written communication skills and strong interpersonal skills with a team and service orientation
Must be self-motivated with the ability to work in a fast-paced, multi-tasking, deadline driven department
PC skills in Microsoft Word, Excel, PowerPoint, Outlook and other applications as appropriate

Payroll & Reporting Associate Resume Examples & Samples

Performance and administration of core HR processes, including data for payroll(payroll is prepared by external vendor), compensation, benefits, and associated reporting
Delivering a mix of regular, ad hoc and custom built reports, monitoring KPI and HR metrics ensuring that the reports are on time and to the expected quality (headcount, dashboard, compensation, etc.). These reports will support both local and global reporting requirements
Performing validation of reported data
Ensure compliance with labor laws and regulatory requirements in daily operations
Providing HR administration daily support to employees

CIB F&BM Treasury TCP RWA Reporting Associate Resume Examples & Samples

Planning, forecasting, analyzing, and validating TCP RWA and Notionals
Producing MIS, both stand-alone reports and for inclusion in other MIS packages
Providing ad-hoc analyses for senior controllers and front office
Populating, collating, and submitting various monthly and quarterly regulatory submissions
Representing the TCP RWA team in balance sheet and RWA meetings with other functions
Participate in impact assessment of new regulatory requirements and changes
Monitor and enhance the effectiveness of the internal controls over the RWA reporting
Strong understanding of regulatory capital concepts both Basel 3 Advanced and Basel 3 Standardized
Good understanding of Traditional Credit Products
Well organized; ability to prioritize, multi-task and meet deadlines
Strong analysis and data manipulation skills; strong Excel skills
Enthusiastic self starter; inquisitive/curious; desire to understand the 'big picture'

Client Reporting Associate Resume Examples & Samples

Complex data management and reporting; creating and updating unique and targeted graphs, tables, charts and reports for clients and prospective clients using various software applications
Work with section head to manage workload distribution; capacity management & planning; act as first point of contact and escalation within team for BAU risks, issues and actions
Knowledge of investment products and preferably financial services experience, ideally in investment management
Query handling / client service experience with internal and external clients a distinct advantage

Client Reporting Associate Resume Examples & Samples

Configure new client deliverables, maximizing the use of existing processes and tools
Leverage data and feedback to help evolve report content and presentation
Build strong relationships with stakeholders and partners
Inspire colleagues and self to engage and excel in work and career
Embrace a culture of excellence, innovation, communication and accountability, where all members of the team are motivated to go above and beyond, think globally and outside the box
Support process re-design/improvement and systems development
Keen interest in investment products with 5+ years client service within financial services, particularly investment management or data visualization
Outstanding client service skills, maturity and judgment in dealing directly with clientele
Ability to manage change and business process improvement
Small team management experience overseeing daily team functions and staff, including the development of individuals with clear objectives, accountability and collaboration
Highly tuned analytical and problem solving skills with the ability to synthesize information, summarize issues and think outside the box
Sharp control/risk mitigation mentality with high attention to detail and ability to know when to escalate issues
Service provider oversight and/or regulatory reporting experience a plus

Management Reporting Associate Resume Examples & Samples

Preparing and analyzing Kellogg North America business unit mix reporting on monthly/quarterly basis related to actual results, strategic forecasts and annual budget
Preparing ad-hoc analysis based on customer requests for financial data (e.g., SKU profitability, P&L trends, margin analysis)
Providing standardized reporting for KUSA Sales T&E, Remarketing, RQT (R&D) and KNA Cash Flow
Consolidating monthly actual, strategic forecast and budget reporting for KNA including P&L results and detailed overhead analysis
Providing business unit support during forecasting & budgeting timeframes
Validating master data requests (cost center, GL) to ensure accuracy and segregation of duties related to Sarbanes-Oxley (e.g., Section 404 Testing) requirements
Executing reporting changes required by business needs within the Business Planning & Consolidations (BPC) applications
Providing governance for ITC Governance Risk and Compliance (GRC) system requests and/or approvals
Ensuring Financial oversight and data collection for the bi-annual SOX 404 testing
Support RTR projects as needed
Associate’s degree in Finance, Accounting or related field with related experience
Proficient with Microsoft Office Excel

Control & Reporting Associate Manager Resume Examples & Samples

Bachelor's Degree in Accounting and CPA
4-6 years relevant financial accounting/reporting experience
Thorough understanding of GAAP
Knowledge of PepsiCo's accounting consolidation system (HFM)
Masters in Accounting or Business Administration
Public accounting experience with Big 4 firm
HFM experience

Digital Reporting Associate Resume Examples & Samples

Intermediate Excel+
Basic PowerPoint+
Love of numbers
Curiosity
Analytic mindset
Strong collaborator

Control & Reporting Associate Analyst Resume Examples & Samples

Bachelor Degree in Accounting
3 plus years of accounting experience
SAP and/or Oracle experienced preferred
Strong excel skills

Independent Monitoring & Reporting Associate Resume Examples & Samples

Monitoring and escalation of various exceptions to highlight and mitigate risk
Analysis of global exception reports, identifying and highlighting trends
Gathering of commentary from various business areas, and collation of this commentary for submission to Senior Management
Working to tight deadlines on a daily, weekly and monthly basis
Building a detailed understanding of each exception type, allowing complex queries to be answered and commentary to be questioned and challenged
Acquiring a working knowledge of firm systems, data sources and processes, building the ability to question data integrity
Close communication within the global team and across ORC globally
Communication with other business areas, and with varying levels of firm management
Identification and implementation of process improvements
Providing support to other members of the team, both locally and globally

CLO Compliance Reporting Associate Resume Examples & Samples

3-10 years of extensive CLO compliance reporting experience
Ability to understand and interpret CLO indenture language
Loan Settlement Experience or Knowledge of Loan Settlement Process
Knowledge of loans and WSO
Ability to acquire, understand and absorb information rapidly and maintain consistent performance while effectively juggling multiple tasks

Control & Reporting Associate Analyst Resume Examples & Samples

Bachelor Degree required, preferably in MIS or Computer Science
Extremely proficient with MS Access, Excel, VBA, server management and the ability to provide business application support and technical training
Ability to analyze business situations, develop business/technical solutions and execute successful resolutions for both baseline and project related initiatives
Highly motivated customer service oriented team player with proven ability to work independently and multi-task, and who possesses strong analytical, organizational, technical, and time management skills
Must have the ability to work through unstructured or unclear requirements and formulate both meaningful and innovative solutions
Ability to work with, communicate with and influence varying groups and levels (from non-exempt to executive), including BIS and software package vendors
Excellent written, verbal, and interpersonal communication skills
Project Management skills (set goals, create timelines, manage to expectations, etc.)
Potential to travel 5% of the time

Internal Audit, Reporting, Associate / VP Resume Examples & Samples

Assist in the development and preparation of Internal Audit management presentations
Affiliate entity board and committee reporting
Regulatory reports
Assist in facilitating communication programs including town halls, training sessions and speaker series

Tax Operations Reporting Associate Resume Examples & Samples

Facilitate submission of FATCA reporting for in scope Morgan Stanley entities
Ability to multitask and take ownership of complex issues
Comprehensive understanding of Microsoft Excel

Mortgage Pricing & Analytics Reporting Associate Resume Examples & Samples

Bachelor's Degree in Finance, Economics, Accounting, Business, Statistics, or Math
2-5 years of experience in financial services with emphasis on mortgage products and/or fixed income securities
Knowledge of financial modeling, mortgage origination and pipeline management
Efficient report generation and automation expertise
Working knowledge in Excel VBA, Business Objects, and Qlikview

Trade & Transaction Reporting Associate Resume Examples & Samples

Responsible for highlighting, analysing and remediating regulatory reporting issues relating to the accurate and timely reporting of transactions across multiple jurisdictions
Responsible for coordinating across multiple stakeholders (IT, Line operations and Compliance) to undertake the appropriate remediation steps to close out reporting issues
Responsible for delegated client reporting across multiple jurisdictions, ranging from general enquires on service, on-boarding, reporting submission and regulatory queries from clients and business units
Work as part of the team to review controls in process to ensure accuracy and compliance to regulatory rules
Monitoring of data quality, bad matches, upstream systemic issues, industry platform issues
Liaise with multiple Operations line teams to provide guidance and support for transaction reporting
Ensure there is adequate knowledge and support for transaction reporting across all asset classes within Operations
Monitor transaction reports and exceptions and ensuring that product areas are actively resolving outstanding exceptions for their areas on a daily basis
Follow up on issues or questions submitted by Operations teams and seek guidance from Compliance where required
Escalate issues and control breakdowns to Operations management, Compliance and IT where appropriate
Knowledge of OTC and Equity Derivative Products
Ability to work independently as well as part of a team, including interfacing across all levels at Vendor and MS
Strong Oral and written communication skills
Strong Analytical and problem solving skills
Ability to partner with colleagues across functions and lead effectively across geographical boundaries
Strong experience of MS Office (Excel, Power Point and Visio)
Familiarity with Morgan Stanley Operations systems, processes and frameworks

Reporting Associate Resume Examples & Samples

Play an important role in generating and compiling confidential reporting for HR stakeholders. Evangelize and educate clients on self-service solutions, including PowerBI and ManagePointHR reporting and dashboard options
Critically evaluate information gathered from multiple sources and reconcile conflicts while distinguishing user requests from true underlying needs
Partner with HRBI Analysts and peers on large analytical projects and rhythm of the business events
Create and prepare weekly/monthly/cadenced workforce analytics and additional ad-hoc reports and assist with streamlining and automation as appropriate
Work closely with HR IT teams to ensure the integrity of HR systems and reports and participate in UAT for new and evolving reporting solutions
Assist in maintaining and enhancing internal team resources
Support HRBI’s “audit culture” by providing detail-oriented audit assistance when needed
Very strong technical skills in tools like PowerBI, Excel and other Microsoft Office products
Comfortable in a fast-paced environment and capable of juggling multiple initiatives simultaneously often against short time constraints
Strong collaboration skills but also the confidence and ability to work autonomously
Excellent communication and interpersonal skills with proven ability to take initiative
Must have an overall strong “can do” customer service approach and attitude
Strong attention to detail and high commitment to accuracy and auditing
4+ years progressive work experience as a business, HR, or Finance Analyst; HR Analytics experience preferred

Independent Monitoring & Reporting Associate Resume Examples & Samples

SAS/Base, SAS/STAT and Proc SQL proficiency a must
Teradata/Mainframe knowledge and experience a plus
Proficient in Excel (e.g. formulas, pivot tables) and other windows-based software (e.g. Word, Power Point)
Good organizational and time management skills, with the ability to prioritise workload as necessary
Team-player, with the ability to also work independently
Ability to establish strong relationships with key stakeholders in functional areas
Exhibit a strong sense of urgency, accountability and ownership
Risk awareness and the ability to recognize potential risk issues
Innovative and creative; challenges the existing processes
Identification of issues escalating and reporting on a timely basis

Client & Performance Reporting Associate Resume Examples & Samples

Managing the reconciliation of Positions and Balances and Corporate Actions on client accounts, ensuring these accurately reflect Morgan Stanley’s records for Client and performance reporting purposes
Manages all security referential data, including security pricing; and the reconciliation of client accounts custodian with external brokers
Confident, well-rounded methodical person with strong analytical skills
Good attention to detail as accuracy is essential
Comfortable and able to escalate where required
Able to absorb, analyze and work with detailed information
Good investigative and problem solving skills
Self-motivated with an ability to work consistently and efficiently under pressure
Task orientated and able to meet targets and deadlines
Able to lead by example
Proactive in setting and maintaining high client service levels
Adept both at working individually, and as part of a team
Proficient with Microsoft Office Word, Excel, PowerPoint - experience of spreadsheets, formulae and pivot tables (The successful candidate will be responsible for producing meaningful metric information to clients to demonstrate the value of people)
Corporate Action experience, preferably in a Client Reporting capacity
Reconciliation
Equity / Fixed Income / Mutual Funds
FX and other Cash Instruments
Managing Operational Risk

Financial Controls Reporting Associate Resume Examples & Samples

Perform management testing of key controls for business processes and general computer controls
Ensure implementation of and compliance with the FCR SOX methodology
Assist with the annual SOX scope and control rationalization and design effort
Create and maintain high quality work paper documentation
Provide advice to the business throughout the SOX process to continually enhance internal controls and create an efficient and effective SOX compliance process
Understand external audit requirements to provide appropriate internal control and management testing documentation that meets external auditor needs
Contribute to the documentation and evaluation of control deficiencies while ensuring corrective actions are implemented and working as planned
Maintain status and progress reporting against the SOX program timeline, and specific ad hoc projects as required
Demonstrate knowledge of key guidance The Committee of Sponsoring Organizations of the Treadway Commission (“COSO”) and other PCAOB and SEC requirements supporting the FCR process
Communicate effectively both internally and externally to build positive relationships across the business, control functions and with external audit
Coordinate and collaborate with other risk and control functions (Operational Risk and Internal Audit)
Effectively articulate risk issues to a variety of stakeholders
Assist with the development of effective remediation strategies which are optimal and commercial
Work experience preferred
Ideally educated to degree level or equivalent
Professional qualification preferred (e.g. CA, CPA, IIA), or in-progress
Strong understanding of accounting principles and relevant control frameworks preferred (i.e. COSO, COBIT)
Understanding of technology controls preferred
Strong presentation skills – able to present competently to senior stakeholders
Ability to develop innovative solutions to enhance processes and address control gaps
Possess a high degree of integrity and professional scepticism
Ability to manage multiple priorities successfully within a deadline-driven environment
Ability to work collaboratively across a variety of teams on a regional and global basis
Experience conducting risk and controls reviews and assess the effectiveness of internal controls over key IT and business related risks
Also responsible for other Duties/Projects assigned by business management as needed
Preferably experience gained in a “Big 4” environment or complex corporate organization, conducting risk and controls reviews within Financial Services (preferably within the asset management sector)

100

Analysis & Reporting Associate Resume Examples & Samples

Develop dynamic/interactive reports, dashboards and scorecards using SQL Server Reporting Services and other tools as appropriate
Analyze business information needs and translate those needs into business/technical requirements
Work with Technology partners to develop a long-term BI roadmap
Fulfill ad hoc requests for data, analytics and reporting
Help to ensure that information delivery is timely, efficient, high quality and accurate
Liaison with other reporting and analytics teams (internal to Commercial Banking and external) to identify opportunities for improvement and coordination
Serve as point person for selected information & reporting requests
Bachelor’s Degree (Computer Science, MIS or a quantitative discipline preferred)
5+ years professional experience in a comparable reporting and/or analysis role with a proven history of delivering timely, high-quality manager-level reporting and analysis from diverse, complex data sources
Ability to develop concise and strong messages through analysis of large, complex data sets
Excellent problem solving/analytical skills with a high level of accuracy
Ability to organize and prioritize work; handle multiple tasks concurrently with a strong attention to detail
Advanced level ability in MS Office tools (Excel, Access, PowerPoint, and others)
Expert skills in writing efficient and scalable SQL queries for MS SQL Server across highly disparate datasets
Experience with relational datasets, data warehouses, and data mining
Solid development experience in SQL Server 2008 R2 (or later) Business Intelligence features including SQL, SSRS, SSAS

101

Basel Measurement & Analytics RWA Reporting Associate Resume Examples & Samples

Calculate, analyze, and report various components of RWA
Coordinating with technology and line of business finance partners to complete the quarter end processes
Support efforts to enhance internal and internal reporting processes from both a sustainability and content perspective
Assist with preparation of presentation materials and scorecards for various forums across risk, finance and technology
Assist in identifying, tracking, and resolving data quality issues; Work towards streamlining and improving processes
5+ years of financial or regulatory reporting experience at a large financial institution
Degree in a Finance, Economics, Statistics, Computer Science or related field; advanced degree a plus
Experience with Basel regulatory capital rules preferred
Exposure to financial products like securities and derivatives
Proficiency in MS Office product suite (Excel, Word, Access, and PowerPoint) required
Self-motivated individual who seeks a challenging role
Ability to multi-task and respond quickly to changing priorities or issues

102

HCM Business Partner Solutions Federation Reporting Associate Salt Lake City Resume Examples & Samples

Designing and building reporting and providing on-going process support to business partners for YE compensation process, talent development initiatives, and people metrics
Ad-hoc reporting – scope, design, execute and communicate various analyses on HCM data such as performance, diversity, experience and more. This includes scoping analyses, manipulating data, building models, and summarizing results in various formats
Managing the new hire offer process including working with business partners to developing guidelines and managing the offer approval process and related reporting
People development – While this is an individual contributor role, you will work closely with junior analysts across the Americas to train them on best practices in data analytics, communicating outcomes to internal clients of all levels, and designing innovative reporting tools
Supporting the development of divisional HCM strategy through data collection, reporting, and analysis
Organizing and analyzing large datasets, interpreting and reporting results to various audiences
Engaging with stakeholders to understand their needs and priorities
Excellent analytical skills: ability to organize and analyze large datasets, detect and correct errors, interpret and report results to various audiences and take responsibility for data quality assurance
Technical skills: proficient in Microsoft Office products; strong familiarity with advanced Excel skills such as vlookups, pivot tables, and multiple variable formulas strongly preferred
Ability to handle multiple, time-sensitive projects in a high pressure environment while ensuring the delivery of high quality work
Attention to detail – highly organized with excellent follow-through and delivery
High level of maturity, demonstrated ability to manage confidential information, and impeccable judgment
Demonstrated client service focus and ability to build relationships across all levels of the organization
Ability to work well both independently and in a team environment
Training in business, science, mathematics, engineering, statistics, operations research, computer science, or related fields
3+ years of relevant business experience demonstrating
Successful project management and leadership within a team
Complex analytic project design and execution
Professional communication and thought-partnership with clients and stakeholders
Experience in statistical analysis, including descriptive and inferential statistics
Familiarity with business intelligence tools (Business objects, Tableau)
Familiarity with Human Capital Management concepts and data
Ability to work in a geographically diverse team and build strong relationships across locations and regions

103

Regulatory Liquidity Reporting Associate Resume Examples & Samples

Preparing LCR and ALMM reporting for key European regulators
Building a good understanding of the technical rules and guidance underpinning the report
Ability to analyse and interpret complex data and to draw to a meaningful conclusion from this

104

Senior Tax Reporting Associate Resume Examples & Samples

Assist on all job functions of Tax Associate I, including reviewing and balancing of their work
Research and correct more complicated tax issues
File 945 and/or 1042 Form with the IRS
Update and maintain records to comply with tax regulations
Audit withholding to make deposits with the IRS
Must be able to apply the rules on a daily basis to determine proper withholding and to make deposits
Review customer account and stock record activity to determine when a tax file adjustment is required
Review 1099 and 1042 questions and issues and be able to resolve them within the guidelines of the IRS regulations
Process and update Treasury Bill information
General office practices, procedures, and methods
Gathering and compiling information
Bachelor degree with a concentration in related area

105

Operations Risk Group Reporting Associate Resume Examples & Samples

Collaboration with global RAM team to ensure run the bank processes function flawlessly
Reporting and analysis of key risk and control metrics across Operations
Engaging with and promoting accountability among the risk management and data owner communities
Driving consistency of approach and execution to common reporting functions and lead the organization, by example, to commercially viable alternatives to the current state
Partnering with RAM CTB team to develop a prioritized portfolio of projects and enhancements (think like an owner!)
Develop key reporting for regulatory bodies including PRA, SEC, FED regarding liquidity management, trade volumes, Cancel and Corrects, As of Trades and various metrics
Additionally, this role will assist in developing and tracking deliverables, preparing management-level presentations, organizing and leading stakeholder meetings, liaising with various levels of management within the organization to meet deadlines and assisting in driving projects to completion. The need to switch between strategy and work that is more detailed will make this role complex, challenging and rewarding

106

Correspondence & Reporting Associate Resume Examples & Samples

Execution of client correspondence and fund performance reporting in accordance with timeframes and business requirements
Ensuring accuracy of client correspondence and fund performance reporting, including coordination of the approval process and engagement with a range of stakeholders
Collation of data into correspondence from various databases
Delivering fund information to clients in accordance with timeframes and business requirements
Analytical and solution driven demeanour, with the ability to evaluate options and propose alternate solutions
PC literate with MS office applications, strong Word and Excel skills
Strive for continuous improvement, aimed at improving efficiency and client service
Relevant tertiary qualifications

107

Supervisory Reporting Associate Resume Examples & Samples

Hands-on project engagement: consultation, analysis development, coding, and results presentation
Strong oral and interpersonal skills
Proficient in Microsoft Office Suite – Excel, Access, PPT, Word
Proficiency in SQL and VBA
Proficient in building customized code including Macro programming
Familiar with various reporting platforms and processes
Independent thinking with ability to self-direct
Bachelor's degree in a technical or analytical field or equivalent experience preferred
3+ years SQL experience
Previous broker dealer experience

108

Trade & Transaction Reporting Associate Resume Examples & Samples

Responsible for highlighting, analysing and remediating exceptions relating to the accurate and timely reporting of transactions across multiple jurisdictions, will also be responsible for coordinating all stakeholders (IT Line operations and Compliance) to undertake the appropriate remediation steps
Improving controls in process & ensure accuracy and compliance to regulatory rules
Partner with Operations line to provide guidance and support for transaction reporting

109

Middle Office Reporting Associate Resume Examples & Samples

Deliver exceptional service to Clients&#8217
Provide 1:1 consulting sessions to users of the reporting system. Focusing on training, firm policies and best practices
Provide ongoing consulting services and support to all users of the reporting system. (Advisors, SA’s & Corporate Users). Ongoing support topics can include: Functionality, Data topics & performance calculations
Responsible for building and growing an ongoing educational program for all users of the reporting system
Maintain and support all Firm and Custom PDF templates in conjunction with the ops reporting associate
Facilitate team composite process and documents
Processing & review of quarterly performance reports
Outgoing personality with strong communication skills
Critical thinking and diagnostic problem solving ability
Self-motivated and detailed oriented
5 -7 years of experience required
Portfolio and performance management experience required

110

CIB F&BM Global Equities External Reporting Associate Resume Examples & Samples

Co-ordinate responsibility for various disclosures that form part of the firms quarterly 10Q and annual 10K file with the SEC eg FVM, FVO, Long Term Debt, Sale & TRS, FAS107
Involvement in regulatory submissions we prepare or feed into including FRY-15, Call Report and FRY-9C
Responsible for oversight and review requirements
Co-ordinate new reporting and business initiatives covering US, UK and EMEA
Co-ordinate efficiency improvement projects and process re-engineering projects
Drive and support the control environment, working with relevant teams to implement regulatory changes and working within the team to ensure submissions are well controlled
Build strong relationships with a broad range of counterparts and stakeholders across the regions including accounting policy, regional product controllers, financial controllers entity controllers, various project teams and business control officers
Qualified Accountant; regulatory understanding key (US GAAP/SEC reporting desirable)
Banking experience and some understanding of Equities products would be desirable
Well organized; ability to prioritize, multi-task, meet deadlines and work under pressure
Proactive and willing to accept responsibility
Excellent communication and relationship building skills; Team Player
Keen focus on continuous process and reporting improvements

111

Administrative Associate, Reporting Associate Resume Examples & Samples

Prepare form letters and communication text
Learns to organize client site visits and client conference calls
Learns to prepare study reports
Learns to and prepares data tables
Uses software tools to efficiently and accurately complete job duties. Types of software include word processing, spreadsheet, table generation, collaboration/sharing, and database applications
Following training, manages a full study workload with complex study designs by Adheres to report preparation schedules and prioritizing of tasks to manage a full study workload
Identifies and resolves changes to established study schedules to ensure client deliverables are met
Prints, binds, and mails draft and final study documents
Addresses quality assurance inspection items on GLP-regulated studies
Assists in the preparation of tabulated summaries in association with the study director
Reviews and adjusts the reporting schedule to ensure client expectations are met
Bachelor’s degree or equivalent experience. Degree and/or experience in technical writing, document production/publishing, and/or science preferred
Basic knowledge of office software (e.g., Microsoft® Office, especially Word and Excel; Adobe® Acrobat®)
Attention to detail, time management skills, and organizational skills
1 year of technical writing or data tabulation experience. (prefer: pharmaceutical research or life sciences)
Prefer at least 1 year of technical writing or data tabulation experience, especially in pharmaceutical research or life sciences

112

Control & Reporting Associate Coordinator Resume Examples & Samples

Monitor and review transactions for accuracy and quality
Contact route sales representatives and field management teams to obtain additional information as necessary to process corrections
Timely research of all transactions prior to system deadlines
Understand and maintain standardized processes and procedures
Work with Sales Field Zone Administrative assistants to ensure best practices are in place
Process corrections accurately to avoid paycheck errors
Support the Customer Service Representatives in paycheck resolutions and research
Identify and communicate process or system obstacles to Senior Coordinator and Sr. Supervisor
Maintain technical knowledge and take the initiative to learn new baseline transactions and best practices procedures
Interact with Payroll to ensure Payroll and Sales Accounting are in sync
Computer skills including XNET/Exporter, Microsoft Outlook, Word and Excel a plus
Knowledge of FS2/FC2 commission system or payroll experience is a plus but is not necessary (training is available)
Prior accounting or payroll experience is a plus but is not necessary
Team player and must be adaptable to change, flexible, and customer service oriented
Ability to meet critical deadlines and to manage current workload plus special projects (as needed)

113

Commercial Bank-analysis & Reporting Associate Resume Examples & Samples

A unique mix of technical and business management skill
Help elevate our analytics capability through the use of data science, statistics, analysis and modeling
Develop innovative decision-science tools for senior management aimed at facilitating a deeper understanding of our business
Draw relationships in data that lend credible insights into performance and can direct go-forward business strategy
Help build and produce models, scorecards, dashboards, and business presentations that support analysis at every level of the organization
Support the overall analysis program as a subject matter expert and data consultant in executive committees as needed
5+ years of experience within MIS, Analytics, Math, Computer Science or other analytical disciplines
Demonstrated proficiency in statistics, programming, and analytical communication
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
SAS Expert with high level of proficiency in all of Base, Stat, Macro and Access preferred
Experience developing & managing complex business analysis models
Proven experience delivering timely, high quality, senior manager-level reporting and analysis from diverse, complex data sources
Attention to detail. Executive quality presentation skills
BS/BA required; Master’s Degree in Math, Computer Science, Engineering, or Analytical Sciences strongly preferred

114

Senior Client Reporting Associate Resume Examples & Samples

Review and deliver complex client reports, client due diligence questionnaires, and portfolio presentations, while ensuring that materials are accurate and deadlines are met
Review peer and junior staff deliverables for accuracy
Training for peers and junior staff
Respond to ad hoc client inquires in a timely and efficient manner while working with internal groups to obtain required data when necessary
Review reporting and client communication process to identify opportunities to improve, streamline, and automate scheduled reporting
Participate in and play a lead role within Client Reporting for projects
Identify and anticipate issues that may adversely affect the ability of the individual or team to meet reporting deadlines, and take action to reduce the risk of occurrences
Bachelor’s Degree in Business, Finance, Mathematics, or related discipline
Minimum of 2 years experience in the financial services industry (preferably in fixed income asset management)
Asset management operations and/or reporting experience
Customer focused with proven analytical skills in fast paced environment
Strong oral and written communication skills and level of comfort working with all levels of the organization
Knowledge of fixed income securities and financial markets
Strong computer skills (Excel, Word, PowerPoint, Access), including the ability to write macros is a plus
Ability to handle multiple tasks, prioritize deliverables in a deadline focused environment, and identify opportunities to improve current processes
Ability to work as part of a team, as well as independently
Ability to take direction and offer solutions and improvements to current work process
CFA designation, active status in the CFA program and/or MBA a plus

115

Ascent Investment Reporting Associate Resume Examples & Samples

Three or more years of experience in one or more relevant areas such as client service, banking or trust/investment operations, project management, or product delivery and support
Bachelor's Degree including coursework in finance or economics
Two or more years of experience in a banking or investments environment
Knowledge of investment reporting and performance measurement
Strong computer skills, especially Microsoft Office applications
Ability to identify and resolve exceptions and to analyze data
Ability to handle multiple projects and deadlines simultaneously
Excellent interpersonal, client service, and teamwork skills

116

Reporting Associate Resume Examples & Samples

Troubleshoot agent recording issues
Listen to recordings and process accordingly
Review and transcribe guest verbatim
Create and maintain reports as needed
Complete any ad hoc requests
Collaborate with various partners to produce timely and accurate reporting and results
High attention to detail and strong follow up
Demonstrated proficiency with Microsoft Excel and ability to showcase examples of work
Strong work ethic and ability to learn
Experience using Business Objects and SharePoint
Demonstrated proficiency with Survey Monkey
Demonstrated strong ability to learn
Experience with Disney Reservation Center (DRC) systems such as Accovia, Dreams, A La Carte

117

Risk & Analytics Reporting Associate Resume Examples & Samples

Work collaboratively with key stakeholders and end-users to understand, analyze, and report on sales practice functions
Reporting on Performance and Broad-based metrics across Private Banker, Complex, Region and various durations (month, quarter, etc.)
Identify risk-related activity and trends (e.g. anomalies, outliers, unusual activity). Deep dives into specific scenarios
Produce on-going and ad hoc analytics to support PBG in understanding and identifying potential risk scenarios
Utilize multiple software systems to aggregate, validate and analyze large quantities of data
Produce and compile regulatory reports
Minimum of 5-7 years of experience in data analytics/reporting/metrics preferably within operational risk field
Detail-oriented yet able to focus on the bigger-picture business unit objectives
High levels of interest and proficiency in working with large and disparate data & sources
Excellent verbal and written communication skills and proven ability to interact with senior leadership

118

Measurement & Reporting Associate Resume Examples & Samples

Deliver timely daily monthly client reports Assist in designing insightful report views
Provide CUIC Reports and queries Assist with Tableau Reporting queries and issues
Help define next generation reporting tools and processes
Work with other teams and stakeholders to identify opportunities to improve performance results in accordance with contractual agreements between Accenture, vendors and clients
Participate in special projects as needed
Perform a range of tasks from complex to straightforward within the scope of call center activities
Contribute to process improvement initiatives
Support and sustain a positive work environment that fosters team performance through own work and behavior
As appropriate, may directly coordinate the work of others within a small team
Required to share knowledge and experience with others
Relationships Reports to Service Desk Manager Lead Supervises N A
Minimum 2 years’ experience IT support experience including customer support or help desk
Minimum 2 years’ experience customer service or public relations experience
Minimum 2 years’ experience with incident tracking system ServiceNow ITSM Work
Proven ability to work independently and as a team member
Ability to be flexible and work analytically in a problem-solving environment
Strong coaching and project management skills
Strong organizational, multi-tasking, and time-management skills
Bachelor’s degree in Computer Science, Information Technology , Computer Engineering or related degree

119

Quality Assurance Analyst Global Transaction Reporting Associate Resume Examples & Samples

You would carry out a variety of issues ranging from simple queries to debugging the root cause of a fail trade
You would be looking after the general stability of different QA/test environments
You would be responsible for ensuring that testers keep testing by proactively managing user issues and environment needs
You and the team would be responsible for the following
Application connectivity alerts
User data entitlements and capacity issues
General Environment maintenance
Automation of operational tasks using Shell, Python
Good scripting skills using Shell, Python
Good database knowledge (DB2 and Sybase preferably)
Support experience
Experience with a back-end financial system would be beneficial
Experience working in a global team would be beneficial

120

EII Banking Reporting Associate Resume Examples & Samples

Management and development of client relationships in the regional banking space (focus on discretionary portfolio management, fund research and advisory multipliers)
Development and execution of account strategies with the help of the segment lead
Acquisition of new clients and sourcing of projects to expand the use of BlackRock’s passive offering (linked to asset raising, call and meeting targets)
Close cooperation with client service analysts and partner groups to deliver the unique BlackRock value proposition
Manage day to day business flow and deliver service excellence (pre-trade guidance, product comparisons, cost analytics)
Shared responsibility for Tier 1 support/reporting with another junior team-member
Representing iShares at internal/external investor events
Diligence at updating the internal sales management system to ensure all client information is stored and tracked
RFP completion and data management. This is an opportunity to work on BlackRock’s proposals for large strategic clients selling a wide range of products
Contribution to the delivery of annual target of net new assets, generated from existing and new clients
BA degree is required, MA/MAS degree is a plus; CFA or similar qualification is an advantage
Proven experience in selling investment products to sophisticated investors and managing client relationships
Ability to take account ownership and strategically develop relationships; position investment ideas and other value-added services generating sales and assets
Strong understanding of capital markets and the Swiss banking landscape specifically
Existing network in the Swiss wealth/banking segment is highly desirable
Outgoing nature who puts client-interest first and likes to work in a highly dynamic and challenging environment
The individual must be an energetic self-starter with professional pride and a commitment to excellence and improvement; she or he is a team player with a “can-do” attitude and a pragmatic flexibility; further, the successful candidate will be organized and entrepreneurial, possessing exceptional verbal and written communication skills in at least German and English
Good Microsoft Excel and Power Point skills are also required

121

Audit & Reporting Associate Resume Examples & Samples

Work with the Compliance Audit and Reporting Team to continuously improve our processes to make us faster, leaner, and more accurate
Support Audit Team in internal and external audit management
Work with other members of the Business Operations Team to ensure that external audits are submitted accurately and on time
Assist the compliance auditor to identify trends in the data reporting, in order to preemptively improve our compliance systems and processes
Collaborate with cross-functional teams including compliance, payments, legal, government relations, operations, and finance
1+ years of experience in an audit or compliance role
Ability to analyze and quickly understand processes in order to appropriately determine whether objectives and goals have been met
Highly organized, detailed-oriented and energetic individual
Ability to multi-task effortlessly and manage competing priorities under demanding deadlines
Drive to provide accurate results as quickly as possible and continuously iterate
Independent and deadline driven
Passion for Lyft and the ride-sharing community

122

Basel Measurement & Analytics RWA Reporting Associate Resume Examples & Samples

Regulatory Capital/RWA Calculations for Basel
Valuation of financial products for price testing and/or fair value adjustment
External financial reporting (e.g. 10K/10Q, Footnote disclosures, Call Report and FR Y9C)
CCAR/DFAST and internal stress testing
Assume end-to-end ownership of firm wide challenger models (statistical models) including managing the model validation process and relevant controls
Conceptualize, develop and maintain approach and implementation plan for newly developed challenger models to expand challenger coverage
Liaise with various groups across the firm to define scope and manage engagements
Report and present plans, status and findings to various stakeholders and leadership
Lead various finance calculation reviews to ensure high quality and timely delivery
Understand methodology used in the financial calculations and its broader impact / contribution to the firm’s overall finance / risk framework to assess conceptual and financial soundness of implementations as well as compliance with rules and best practices
Evaluate appropriateness of the assumptions and methodology utilized in UTs / models / applications and identify the errors and potential improvements in the calculation processes
Partner closely with external data providers and model validation/governance resources
Identify and execute on innovation opportunities to develop tools for enhancing review effectiveness and efficiency
Stay abreast of regulatory and industry requirements in finance / risk / accounting to manage reviews and changes in models, systems and processes
Partner with other review functions on high priority reviews and ad hoc requests
Graduate degree in a Finance, Engineering, Economics, Math/Statistics or related quantitative discipline
Strong quantitative, analytical skills and flair for independent research & problem solving
Background or experience with various models, including pricing, capital, and/or financial forecasting models
Knowledge of financial products, financial markets and regulatory requirements
Excellent leadership, prioritization and team management skills
Strong organizational, communication (verbal and written) and negotiation skills
Self-starter who is able to perform effectively in a fast paced, results driven environment
Control mindset (ability to identify control gaps and/or issues)
Experience in statistical modeling software (SAS, EViews, R, Matlab etc.)
Strong Excel, VBA and SQL skills
Should be flexible to working in EMEA shift which would be London hours for this team to facilitate sufficient overlap with US hours
PhD/CPA/CFA/FRM/MBA (or obtaining such qualifications)
Experience and knowledge in regulatory capital rules (Basel and CCAR)
Software development/programing experiences will be a plus

123

HR Compensation Reporting Associate Resume Examples & Samples

Involvement with the collation and completion of regulatory reporting and filings as needed
Liaise with policy team to ensure Morgan Stanley (MS) is compliant with regulatory reporting requirements
Create additional regulatory metrics/analytics as needed
Ensure robustness of reporting tools and processes while efficiently implementing operational controls
Liaise with Payroll to ensure monthly allowance payments are completed accurately and on time
Degree level or equivalent required
Experience in a compensation/analytical role, ideally within HR
Experience with banking remuneration regulations, CRDIV and Code Staff would be ideal
Ability to manage projects, daily responsibilities and ensure accurate production of analytics
Excellent analytical skills (able to produce meaningful reports from multiple streams of data)
Intermediate Excel and MS Access skills
Experience in Business Objects or similar business intelligence tools

124

Employee Conduct Reporting Associate Resume Examples & Samples

Strong aptitude related to synthesis and interpretation of data
Extensive skills related to developing Executive-Level Reports
Bachelor’s or Associate’s degree in IT or equivalent preferred; related work may be considered in lieu of degree
3 – 5 years’ experience preferred with Business Objects (or related products), preferably in an environment which included a Data Warehouse and/or data mart using a major RDMS (SQL Server and/or Oracle) with a focus on self-service reporting
Strong Working knowledge of Business Objects client tools
Knowledge of PLSQL to analyze, generate and assess the generated SQL from WEBI Reports
Experience with data warehouses and universes
Experience creating and consuming Web Intelligence report (or related product)
Experience with troubleshooting non-recurring and performance-related Business Objects problems
Create and modify Business Objects physical, business and presentation layer components
Create and link data universes using multiple data providers
Perform aggregation and overrides
Develop advanced, complex queries
Develop report templates
Create, schedule and burst reports
MS Excel - must have the following skills/knowledge: Advanced Formulas, Formatting, Advanced Charting, Pivot Reporting, VBA/Macros, Data Tables, Simulations, Integration of Excel with Other Tools and Excel Optimization
MS Access - must have the following skills/knowledge: Relational Databases, Input Masks, Indexing, Primary Keys, Advanced Querying, Macros, Standard Querying Language and Advanced Form Design

125

Trade & Transaction Reporting Associate Resume Examples & Samples

Impact analysis for all new reporting functions for new products
Impact analysis of new or changes to existing regulatory rules
Work with team to identify the prioritisation of enhancement work for remediation of exceptions, confirming requirements are known and understood by CTB/IT and assisting with implementation
Work with Production team, technology, CTB and Compliance to develop business requirement documents for system changes
Assist with the Implementation of regulatory or business-driven change (including process design, training and handover to the production team)
Perform gap analysis on process and procedures to identify control enhancements
Draft test plans, execute user acceptance testing and co-ordinate testing inputs
Support global TR Initiatives
Ability to design and implement creative and flexible solutions to problems
Ability to co-ordinate efforts with IT support to enhance functionality of existing technology platforms

126

Data & Reporting Associate Resume Examples & Samples

This is a full-time, Non-Exempt, 40 hour per week position
This position will support the CFO, CEO, branch directors, membership and office staff with all Daxko related issues, along with related systems as applicable
High school diploma or equivalent. Bachelor’s degree (BA/BS) in computer science, database management, systems or related field from a four-year college or technical school is preferred
Minimum two-years of experience in supporting complex database systems
Previous experience in designing, developing and generating reports from a relational database application
Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations
Ability to write reports, business correspondence and procedure manuals using commonly accepted business writing techniques and appropriate grammar
Ability to effectively present information and respond to questions from supervisors, coworkers, volunteers, members, donors and the general public
Ability to define problems, collect data, establish facts and draw valid conclusions
Solid understanding of the principles of database management and business process workflow
Proficiency in Microsoft Office systems, with advanced knowledge in Excel
High degree of attention to detail and accuracy
Ability and willingness to work both independently and collaboratively to accomplish responsibilities and projects
Well organized, able to plan and carry out job responsibilities through self-direction
Provide excellent customer service to both internal and external customers
Able to set and meet deadlines
Enthusiastic, dependable and a sense of humor
Willing to follow directions and take initiative
Willingness to demonstrate the core values of caring, honesty, respect and responsibility in interactions with staff, members, volunteers and the general public
Even-tempered and able to adjust tasks in accordance with changing priorities
A neat, clean appearance. Other than the conservative use of earrings, visible body piercings are unacceptable. Visible pierced tongues are not allowed
While performing the duties of this job, the employee is regularly required to talk or hear. The employee regularly is required to stand, walk and sit; use hands to finger, handle or feel objects, tools or controls; stoop, kneel, crouch or crawl. Also required to climb, push and pull
The employee must occasionally lift and/or move up to 35 pounds
The requirements of this job include using the computer approximately 90% of the working time
Specific vision abilities required by this job include close vision, distance vision, color vision and peripheral vision

127

Client Reporting Associate Resume Examples & Samples

Oversee, thoroughly understand and ensure smooth execution of all Reporting and Distribution Services functions
Maintain and provide metrics to regional and global management
Inspire individuals to engage and excel in their work and career
Outstanding work ethic and willingness to contribute beyond the scope of one’s role to achieve team and firm objectives

128

Wealth Management Ops Business & Reporting Associate Resume Examples & Samples

Managing the reports production process with possible oversight responsibility
Executing on the strategic MIS agenda which includes project management responsibilities around developing a centralized repository for MIS data and building dashboards to perform on-line analytics
Identifying efficiency opportunities across reporting processes and other risk & control functions within WM Operations
Collaborating with WM Operations risk & control partners drive consistency across reporting formats, platforms and protocols
Partnering with Technology to facilitate innovation across WM Operations processes, continuing to add value to the services we provide our clients
Manage Operations engagement across various projects aimed at centralizing MIS data storage into a single repository
Contribute to the overall development and deployment of the strategic MIS agenda, in collaboration with tech and business partners
Develop dashboards in collaboration with Technology and business partners
Liaise with Technology and Ops PMO Leads to ensure appropriate progress tracking across the strategic MIS projects
Interface with other MIS leads across AM Operations to standardize and simplify reporting processes
Manage SharePoint Tools for WM Operations
Deliver ad hoc MIS analysis for the Senior Leadership team
Drive efficiency initiatives around reporting processes for WM Operations
Manage the development pipeline for Senior Leadership Reports across multiple sub-lines of businesses
Implement periodic reporting deep-dives to ensure completeness, accuracy and relevance of existing reports
Partner with other Control offices across the WM Operations team to ensure accurate and timely reporting
Highly proficient in data management tools
Intermediate to advanced database development and management skills
Dashboard development expertise is a significant plus
Advanced computer skills: MS Office Suite (PowerPoint, Word, Excel, Access, SharePoint)
Excellent time and project management skills
Effective in a team setting but is also a self-starter and is able to operate with minimal oversight
Excellent communication and interpersonal skills, including dispute resolution
Can quickly adapt to work flow variation and change
Forward-looking and creative thinker
Ops 99 or equivalent (Required within 120 days of starting the role)

129

Mortgage Data Quality & Reporting Associate Resume Examples & Samples

Identify, and implement, process and system changes to improve the operational efficiency and data quality of the Home Loans business
Assist in managing tactical and strategic data quality projects through all stages of the project management lifecycle
Interface with internal and external groups, including IT, Credit Risk Management, Compliance, Financial controllers Group, Strats and Modeling functions, to
Minimum of 3 – 5 years of experience in financial services, with a required 1 – 2 years experience working with residential mortgage products
Strong project management aptitude, preferably in lending operations and technology
BA or BS in a quantitative field, such as computer science, finance, BIS, statistics or math
Preferable experience with regulatory reporting in the mortgage products, consumer credit, and lending
Preferable experience in current and future state assessments, with a focus on data management
Outstanding MS Office skills, including advanced Excel, VBA
Experience with data manipulation and automation in SQL
Experience, and working knowledge of, database concepts and design
SAP Business objects experience highly desired
Tableau experience desired
Excellent interpersonal skills, ability to communicate clearly, and demonstrate sound judgment
Interest and understanding of general economic conditions and interest rate environment
Detail oriented with strong organizational, analytical and oral / written communication skills
Demonstrates positive attitude, team player and comfortable working in a very fast paced environment
Ability to effectively navigate in ambiguous situations and highly complex environments and develop creative solutions

130

Cost Basis & Tax Reporting Associate Resume Examples & Samples

Work with various reports (gift/inheritance, 200, and 620) to determine correct cost basis reporting and satisfy IRS requirements. Ensure correct tax reporting and satisfy state and IRS requirements
Assist with calls, e-mails and interoffice correspondences from branches and other departments related to reporting for IRS regulations, Proceeds, withholding, income, and cost basis for all client accounts
Process cost basis transfer statements, Cost Basis Reporting Service documents and reports related to Account Transfers. Process B-Notices and C-Notices
Process requests for mailing tax statements, monthly statements, CD requests, and K-1 statements. Process Lot Relief Method and manual cost basis adjustments requested by Branches and Service Center on behalf of clients. Process changes for compromised accounts and income reallocations
Review tax documents within Wall Street concepts and print vendors
Communicate with all Scottrade associates (specifically the Service Center and Branches) and third parties with respect to tax reporting & cost basis processing, policies, and related issues for all client accounts. Assist with the preparation of the frequently asked questions document made available to customers via client web view and U.S. mail
Report issues identified in processes and systems that affect reporting and front end displays to application support team
Process state and federal withholding payments and reconcile 990T reporting. Process Federal and State withholding and balancing for general ledger
Basic written and verbal communication skills. Ability to deliver a high level of customer service
Basic level knowledge of cost basis and/or IRS reporting regulations
Excellent basic math skills, ability to compute fractions and decimals
Solid research and problem solving ability with strong organizational skills and ability to multi-task
Must be self-motivated with ability to work independently and as part of a team
Ability to work overtime when necessary, including weekends and holidays
Basic level proficiency with Microsoft Word, Excel, and Outlook
High School diploma or equivalent combination of education and experience required
1+ years of brokerage and customer service experience or equivalent required
1+ years of tax reporting, cost basis, or equivalent experience preferred

131

Mortgage Pricing & Analytics Reporting Associate Resume Examples & Samples

Transforming data into meaningful presentations for multiple levels of end-users
Clear understanding of how data should be interpreted for business partners
The ability to take complex tables and data and turn them into simple and easy-to-understand presentations
Efficient report generation and automation expertise. Working knowledge in VBA, SAS and Qlikview preferred

132

CIB Finance & Business Management Fixed Income External Reporting Associate Resume Examples & Samples

Degree qualified - ideally a numerate degree and Post Grad Accounting qualification (ACA, ACCA, CIMA)
Good financial product knowledge, fixed income products would be an advantage
Ability to work effectively, meet challenging deadlines and be able to work under pressure
Analytical and quantitative aptitude. Ability to identify and solve problems independently
Team player with ability in managing processes and interacting with the business
Strong interpersonal skills and good communication skills
Proactive and willing to accept responsibility

133

Client Reporting Associate Resume Examples & Samples

Reviewing W-8BEN forms and applicable documentary evidence for completeness and accuracy
Updating internal systems to reflect the receipt of W-8BEN forms
Monitoring reporting on address changes that may affect their foreign tax status
Validate foreign accounts when they have returned mail (M restriction)
Reviewing tax code changes as they apply to foreign accounts
Reviewing over or under withholding
Quality assurance review of W-8BEN forms
Processing of tax code updates
W-8BEN recertification
Supporting work for the broker/dealer and affiliates/subsidiaries

134

HCM Performance Reporting Associate Resume Examples & Samples

Responsible for validating, maintaining, and interpreting performance on HighMark Institutional and HCA accounts
Responsible for the accurate calculation and maintenance of composites for HighMark Institutional and HCA accounts
Explain performance calculations, research issues, and fulfill ad hoc requests. Maintain and adhere to procedures to ensure GIPS compliance
Responsible for producing and distributing monthly performance related reports to portfolio management and marketing teams
Support production of quarterly performance books

135

Credit Bureau Reporting Associate Resume Examples & Samples

The CB Reporting Associate I will maintain and update customer files to the Credit Reporting Agencies in accordance with company policies and procedures, as well as State and Federal laws. Responsible for taking customer calls, researching and notating customer credit histories, and providing correspondence to customer inquiries as needed
Provides accurate documentation of customer correspondence in account histories and updates to reflect the latest account activity so that information sent to the Credit Reporting Agencies (CRA) complies with all company procedures and State and Federal laws
Manages customer expectations while following company procedures and all applicable State and Federal laws
Effectively analyze data to accurately determine the correct account status
Shows attention to detail and the ability to read and interpret account documentation
Utilizes customer service skills and knowledge of credit reporting process to ensure customers inquiries and disputes are resolved correctly and in a timely manner

136

Risk Analysis & Reporting Associate Resume Examples & Samples

Develop, implement and maintain risk reports covering fixed income, commodity and equity trading activities as well as loans and wealth management for senior management and risk managers
Review and prepare responses to requests from regulators and internal auditors
Liaise with other groups within the firm on cross-functional projects
Results-driven with strong analytical and problem-solving skills
Self-starter and able to multitask effectively in a fast paced, demanding environment
Good written and verbal communication skills, including the ability to summarize information for delivery to senior management
Attention to detail and good organizational skills
Knowledgeable about financial products and risk metrics
Experience leading projects
3-5 years working experience in a risk, financial reporting or front-office trading function
Proficiency with technology, particularly VBA and databases/SQL is a plus

137

Risk Analysis & Reporting Associate Resume Examples & Samples

Ability to summarize information for delivery to senior management
Excellent written and verbal communication / interpersonal skills; ability to maintain positive attitude and high performance under pressure and tight deadlines
Good understanding of financial products and risk metrics
Ability to handle multiple time-sensitive tasks with accuracy in a robust environment
3-5 years working experience in a credit, market risk, financial reporting or front-office trading function
Academic achievement in a quantitative discipline such as economics, finance, science or engineering is preferable

138

Reporting, Associate Resume Examples & Samples

Monitor service level deliverables of the vendor and play an oversight role
Liaising with global counterparts and service providers to ensure accuracy of books
Perform related duties as assigned
Strong customer service focus, interpersonal and communication skills
Strong organizational skills, including the ability to coordinate, prioritize, and manage multiple activities
Excellent verbal and written communication abilities
Proficient with Computers and in particular MS Office applications
Shows a willingness to help others in the team with tasks and issues
Ability to multi task and prioritize functions and tasks
May delegate work to more junior staff on their immediate team and may have responsibility over such management tools/methods as work queues, checklists, depth charts and holiday calendars for the teams
Actively participates in team meetings, raising issues, questioning others and offering solutions/ideas

139

Control & Reporting Associate Manager Resume Examples & Samples

Coordinate the Reporting teams in the Region to provide timely, accurate and complete reporting of high quality financial results of the Balance Sheet / P&L for the LATAM sector through HFM to Corporate Control on an accelerated basis to support PepsiCo's SEC filing requirements
Train LATAM country reporting teams to drive a high level of compliance to Corporate/SEC reporting requirements and build strong HFM technical expertise sector-wide
Manage specific aspects of the HFM system related to BS / P&L / CF accounts, including capturing and proposing needed updates and adjustments with the Corporate HFM technical team through the LATAM Financial Reporting Sr. Manager. This also includes evaluating impact to LATAM financial reporting requirements when upgrades or other system enhancements are made centrally to the specific accounts and schedules within the role's responsibility (Corporate) (accountable)
Serve as key contact for specifically assigned countries for any ad-hoc financial reporting matters and to enable the coordination of their deadlines with the Regional deliverables (accountable)
Support the implementation of Corporate Control-initiated longer-term project requirements assigned by LATAM Financial Reporting Sr. Manager, such as accounting changes and global alignments, as necessary (accountable)
Extensive control experience
CPA or equivalent professional qualification (Big 4)
Bachelor's or related International Degree
8+ years of financial & analytical experience with ideally 2+ of those years with direct responsibility for financial reporting
Significant functional experience with and knowledge of HFM reporting system
Proven track record of accounting/financial controlling concepts and principles
Strong problem solving, communication and project management skills
Strong interpersonal skills to build effective internal and external relationships
Demonstrates high integrity in financial controller role
Strong language skills, in English and Spanish a must
Ability to manage multiple tasks
Strong people skills (delegation, coaching, feedback)

140

Guest Communications Reporting Associate Resume Examples & Samples

Ensure that entries made in the internal and external programs used by the Guest Communications teams are accurate; make corrections as necessary (data entry)
Collect data and create reports that summarize what the DisneylandToday team received from Guests on the Facebook and Twitter accounts
Collect data and create reports that summarize what the Guest Correspondence team received from Guests through email, letters and phone calls
Communicate results and recommendations to leadership verbally in presentations and in written reports
Demonstrated analytical ability, conceptual thinking and problem solving
Experience with data collection efforts and analysis
Strong computer skills including spreadsheets and databases
Proficient with Keynote
Strong project management skills, including the ability to manage multiple tasks simultaneously
Willingness to learn new software
Broad understanding of the Disneyland Resort
1-2 years of applied experience with analytics and problem solving
Proficient with Sprinklr, NetBase or SalesForce programs
Proficient in New Knowledge (SAP)
Minimum of 1-2 years of employment at the Disneyland Resort
Associate's Degree working towards Bachelor's degree in Industrial Engineering, Computer Science, Business, Operations Research or equivalent

141

Projects & Reporting Associate Resume Examples & Samples

Work with internal MS business unit clients, GWS Customer Relationship Managers (CRMs), Transition Management teams to collate details of UK outsourcing requests
Prepare a variety of reports for multiple internal clients
Assist in preparation of presentations and reports for senior management, and help maintain the UK Outsourcing portal page on the GWS website and ensure proper communication with the business units
Manage the UK Critical and Important outsourcing inventory and processes
Help coordinate required materials on outsourcing for regulators (with legal and compliance)
Provide analysis and coordinate any concentration risk analysis for the UK outsourcing requests, and concentration risk analyses for global locations and suppliers
Provide reporting / monitoring for CRTs (Central Review Team), iPRAMs (Inherent Preliminary Risk Assessment Matrix), and Transition Management
Help support project plan deliverables, remediation projects, and UK Outsourcing Inventory & Pipeline
Prepare financial models & business cases for divisions across the Firm
Excellent analytic, problem solving & interpersonal skills
Project management skills - ability to manage multiple small to medium sized projects
Accuracy, excellent attention to detail, good organization skills are vital
Very strong excel and powerpoint skills – Ability to extract, analyse, and present data in a meaningful way
Demonstrated record of leadership
Ability to work with all levels of management
Very good communication skills and presentation skills
Prior experience in a reporting function is a plus
Familiarity with common reporting platforms or BI tools

142

Gso-compliance & Reporting Associate Resume Examples & Samples

Daily Compliance testing
Compliance Module implementation, review, oversight. Close cooperation with GSO Technology team
Liaising with Trustees
Daily/Weekly/Monthly Data Reconciliations
Pro-active database maintenance
Monthly/Quarterly Reports reconciliation
Liaising directly with traders and Portfolio managers
Supporting the Portfolio Managers in managing a range of funds/CLOs
Managing a number of GSO`s various CLOs/Funds
Preparation and review of Waterfall calculations
Ad-hoc tasks as required
Opportunity to work in with a global team
Opportunity to work with complex, rapidly changing product set
Ability to implement new processes and technology to support new business initiatives, improve control and increase operating efficiency
Develop and demonstrate ability to work under pressure in a high growth environment, implement high quality processes with strong focus on improving process
Ability to work in a small and dynamic team environment
Self-starter approach to work and problem solving, highly organized
Proven track record of ensuring reporting deadlines and obligations are met on a timely basis
Time management skills as deadlines are regular and must be met
Independent, able to take ownership of his/her tasks
Bright, capable and resourceful
Logic / Reasoning Skills: clear and efficient thinker will be more effective with reconciliations
Produce strong output to a consistently high standard
Knowledge of CLO transactions
Degree in finance/accounting/economics/business administration

143

Trade & Transaction Reporting Associate Resume Examples & Samples

Show a good understanding of the front to back processes in order to maintain a stable and controlled trade environment will be required, as ensuring that all audit and control points are addressed for both existing and new products
Support and control the daily business alongside lifecycle management of existing inventory, including: exception management, reconciliations, controls and process management and issue investigation and resolution
Understand, follow and, where necessary, contribute to MI in relation to their business in terms of its controls as well as adhering to and operating within predefined limits or caps

144

Reporting Associate PCM Resume Examples & Samples

Demonstrates high level of detail attention
Demonstrates ability to own the work
Demonstrates ability to work well in small groups
Demonstrates good Team first mentality
Demonstrates good general working knowledge of investments
Demonstrates good reporting basic skills and knowledge

145

Head Office Reporting, Associate Resume Examples & Samples

Timely and accurately prepare the Branch’s quarterly, semi-annual and fiscal year end reporting to its Head Office
Prepare work papers supporting reporting packages, including performing independent analytical reviews
Provide responses to Head Office’s and Auditors’ inquiries
Coordinate collection of information from across the company for use in disclosures
Continuously work to enhance the report preparation process
Periodically review the Policies & Procedures and Department Operating Manuals to ensure that they are consistent with Head Office’s accounting rules & standard procedures
Highly motivated candidate with a good understanding of the U.S. GAAP accounting standards, including rationale for required disclosures for loans, securities, repos under U.S. GAAP. Familiarity with Japanese GAAP is a plus. Candidate should be curious, able to answer questions and solve problems, and value an environment of learning, improving and sharing knowledge with colleagues
4-6 years of financial reporting work experience for financial services
Advanced Excel skills – Pre-testing is required
A strong desire to continuously learn, continuously improve and pursue open questions to a conclusion
Ability to develop long-term working relationships and manage multiple priorities within tight timelines

146

Thresholds Reporting Associate Resume Examples & Samples

Identifying and reporting holdings that have reached prescribed thresholds
Identifying holdings that are approaching prescribed pre-approval thresholds
Making necessary disclosures in an accurate and timely manner
Maintaining clear records of all filings and communications
Communicating externally with Regulators, external firms and lawyers
Communicating internally in a timely, accurate, and professional manner with relevant groups
Staying up to date with regulatory change and developments impacting the function
Supporting colleagues with internal and external queries relating to shareholdings
Assist with training of team members
Process, control, procedures and system enhancements
General assistance with related tasks and projects as required
Experience of regulatory shareholding disclosures is a preference, but not a necessity
Experience working in the investment management industry is a preference, and experience of equity based investment products
Working in a team with daily important deadlines and performing complex tasks
Proofing or performing important work accurately and consistently, following set procedures
Good IT Skills, including good knowledge of Excel, experience with large systems
Strong academics with a background in finance or similar fields

147

T&E / HCP Reporting Associate Analyst Resume Examples & Samples

Assume ownership for the operation of HCP reporting processes, systems and data in the EMEA region and work with the EU/US-based HCP Transparency teams. Ensure accuracy and completeness of HCP spend data. Support transparency reporting in the region in close cooperation with the Compliance department, the impacted countries and the BI team. Act as an administrator of the related QlikView applications. Share HCP spend information with internal stakeholders
Support T&E team by participating in the daily processing of expense reports. Provide support in T&E policy-, system- and process-related questions
Ensure that HCP r
Reporting processes and systems are up and running in the EMEA region. Update HCP reporting tools and QlikView applications on a regular basis
Resolution of system issues
Monitor HCP spending in various systems and ensure that all data are available and reported
Support internal and external reporting, such as ‘French Sunshine Act’, MedTech etc
Adminitration of HCP database
Day to day communication with teams based in EU/US
Process T&E expense reports on a daily basis, provide support to travelers
Monitor compliance to the T&E policy by analyzing expense data
System maintenance/support: resolve system issues
Training of a new employees
Experience in data-mining, using SQL statements (SELECT, JOIN, GROUP BY, etc.)
Experience in Travel & Expense processing
Excellent command of English, written and spoken
A minimum of high school diploma is required
Advance skills in Microsoft Excel (including VBA)
Experience in data analysis is advantage
Organized, process-oriented with a sense of ownership
Customer-focused attitude, good interpersonal and communication skills (written and verbal)
Ability to work independently in international team

148

Cbrisk CTL Risk Reporting Associate Resume Examples & Samples

Responsible for the design, development, testing, and supporting of Business Intelligence and Reporting solutions. This team member will be responsible for data modeling and reporting. Designs and develops enterprise reporting solutions in a Microsoft development environment and will be responsible for adhering to development procedures and techniques
Design, build, implementation, and automation of reporting tools/platforms/systems/formats for internal support to executive and production management teams
Analyze data and reporting solutions to understand business impacts, correlations and discrepancies, and to propose changes and alternative solutions
Creation of analysis and visualization of business data, metrics and measures in order to allow staff to align and track data against overall business strategies, goals and objectives driving innovation, insight and decision making
Develop and document technical architecture, system design, and train team members on the use of new tools and processes
Assist with the conversion of existing queries and reports to a new standardized structure to improve reporting accuracy and efficiencies
Develop standards, guidelines, quality assurance procedures, and documentation for Business Intelligence processes
Attend daily, weekly and monthly calls/meetings related to projects, keeping business stake holders apprised of status and provide business level support to technology stake holders as needed to facilitate accurate implementation of project scope, decision making and production
Serve in a backup role within reporting hierarchy and provide assistance with multiple on-going projects
Perform, as needed and as directed by managers, additional tasks and responsibilities to support alignment of the business with overall firm-wide and PM-specific goals
Excellent quantitative, analytical, and problem solving skills
A strong awareness and direct knowledge of industry best practices related to Business Intelligence and data management
Intermediate/Advanced Experience with BI Reporting tools (SSRS/SSIS, Business Objects, Tableau, SAS, etc.) preferred
Must demonstrate a strong technical aptitude with the ability streamline and develop new reporting tools/processes
Advanced level of proficiency in creation of MS and Oracle SQL queries, tuning, indexing, table partitioning, etc. required. SAS coding a plus
Must have strong organization and time-management skills - Ability to work in a collaborative, dynamic team environment and interact at all levels to ensure reliability, availability, scalability, and performance of Business Intelligence solutions
Proficiency in Microsoft desktop tools including Word, Excel, Access, Power Point
Experience in risk management in credit and market risk is highly desirable
Knowledge or understanding of loan documentation/current real estate market trends
Knowledge of project management methods and techniques
Bachelor's Degree or equivalent work experience preferred

149

Management Reporting Associate Resume Examples & Samples

Management reporting background
Previous experience with Financial Analysis / Reporting and Profitability Reporting
Computer and tech savvy

150

Financial Controls Reporting Associate Resume Examples & Samples

Demonstrate knowledge of application of accounting principles and related impact on internal controls over financial reporting
Support the implementation of a coordinated SOX approach through the use of an automated GRC tool (Archer)
Assist in developing and monitoring project plans to projected timelines
Document and evaluate control deficiencies and work with management to ensure that appropriate remediation steps are taken
Perform management testing of key controls
Prepare status reporting and decks for the Steering Group and other key governance committees
Demonstrate knowledge of key guidance [The Committee of Sponsoring Organizations of the Treadway Commission (“COSO 2013 Framework”) and other PCAOB and SEC requirements] supporting the FCR process
Coordination and collaboration with other risk and control functions (Operational Risk, Internal Audit, and Technology Risk Management)
Effective articulation of risk issues to a variety of stakeholders
Work with process owners to advise/implement improvements to ensure compliance and continuously improve the company’s internal controls over financial reporting
Evaluate key risks in financial processes and propose changes in control design to address risks efficiently
4 – 6 years of prior work experience preferred
Professional qualification preferred (e.g. CA, CPA, CIA, CISA or equivalent credential), or in-progress
Comprehensive knowledge of US GAAP, Sarbanes-Oxley and COSO 2013
Understanding of technology controls a plus
Results driven individual with strong problem solving skills and attention to detail
Self-motivated: able to show initiative and come up with ideas without prompting
Strong presentation skills – able to present competently to stakeholders of all levels
Ability to communicate effectively and work with cross functional teams regionally and globally
Experience conducting risk and controls reviews and assess the effectiveness of internal controls over key business and technology related risks

151

Senior Investment Accounting & Reporting Associate Resume Examples & Samples

2+ years of Investment Accounting and Statutory Reporting experience
Background in an Insurance, Big 4, or Financial Services setting
Previous experience with GAAP and Stock / Bond Accounting

152

Client Reporting Associate Resume Examples & Samples

Preparation or coordination of daily, weekly, monthly and quarterly custom reporting for large institutional clients and investment consultants, which includes aggregation of performance, risk, and firm-wide statistics
Assistance in onboarding process for new clients and working with relevant teams to establish appropriate client contacts and deliverables
Client Reporting models: work with HS and internal teams to create and maintain client reporting models. Maintain client reporting memo/samples for prospective clients
Ad-hoc statistical requests and projects as needed
Bachelor’s Degree required; solid academic record
0-2 years of relevant experience, preferably in the asset management industry
Comfortable working in a fast-paced, high pressure environment
Strong focus on quality control
Ability to work independently and creatively with tight deadlines
Someone who enjoys working with numbers and is comfortable with the rote nature of reporting cycle
Proficiency in Excel and other Microsoft Office programs is a must
Strong attention to detail and organization as this job is highly technical in nature
Demonstrate collaborative nature; strong team player
Demonstrate initiative in improving client reporting function and streamlining processes

153

Reporting Associate Resume Examples & Samples

Assist in the oversight and coordination for delivery of SOR globally
Work with the business and external service auditors to enhance SOR content, update report details and provide relevant documentation to the service auditors
Support the implementation of a coordinated approach by participating in walkthroughs with business executives, recommending potential control enhancements and conducting follow-up in preparation for the annual SOR reviews
Coordinate the day-to-day follow-up with service auditors during their fieldwork to ensure projected timelines are met
Oversee the distribution of the SOR based on requests from clients and prospective clients
Coordinate activities with other risk and control functions (Financial Controls Reporting, Operational Risk, Internal Audit, and Technology Risk Management)
Demonstrate knowledge of professional standards/practices and apply knowledge in performing work
Effectively communicate both internally and externally to build positive relationships and understand key aspects of services provided to clients
Assist other groups within the control function, including Financial Controls Reporting and Auditor Independence
Bachelors degree in Accounting or Finance
Professional qualification preferred (e.g., CPA, CISA, IIA) or in-progress
4-6 years of prior internal controls experience
Strong project management, organizational and interpersonal skills
Possess a strong internal drive and motivation for continuous improvement
Possess a high degree of integrity and confidentiality, as well as ability to adhere to both company policies and best practices
Ability to manage multiple priorities successfully within a deadline-driven environment
Excellent communication (oral, written and listening) skills
Critical thinking and problem solving ability
Ability to develop effective working relationships with business and risk and control functions
Strong knowledge of Microsoft Office Suite (e.g., excel, Word)
Limited travel may be required

154

Reporting Associate Resume Examples & Samples

Extract and analyze data, patterns, and related trends and synthesize the data into information consumable by Senior Management decision-makers
Conduct requirements gathering, design sessions, and technical reviews with end users
Establish and build a metadata repository to define connections between data arrays. Optional but preferred
Develop and administer a SQL based data repository for use in Data Management reporting. Optional but preferred
Recognize and investigate data inconsistencies, providing explanation and potential solutions to maintain data integrity
Provide production support and troubleshooting for departmental reporting in SQL, Excel, or other systems
Create and refine department data flows. Suggest enhancements to procedures to improve workflow
Advanced technical skills including Excel macro design and VBA programming and ability to utilize SQL without relying on IT support. Preferred
Work independently and as part of a group to analyze data from multiple sources to prepare complex management reports on a monthly, quarterly and ad-hoc basis
Superior interpersonal skills and ability to collaborate actively and work in a team environment
2-4 years' of professional work experience preferred
College Graduate/Graduate School
Excellent verbal and written skills
Furthers the First Republic Bank culture and values

155

Accounting & Reporting Associate Resume Examples & Samples

Identify and propose accounting solution to reconcile inter company balances and prepare related entries. Build process and control documentation as well as train end users
Optimize cash flow model to monitor cash balances, loans, disbursements and investments. Build functionality to anticipate cash needs based on financial projections and efficiently plan for cash flows between entities
Assist the Accounting Manager with general reconciliation, analysis and reporting
Assertive, self-motivated and self-directed
Ability to respond efficiently and manage multiple priorities simultaneously
Excellent presentation, written and oral communication skills
Strong, professional work ethic and integrity
Advanced MS excel skills including Vlookups and pivot tables
Proficiency using accounting systems (PeopleSoft, Hyperion, etc.) is a plus
Quality and detail oriented

156

Reporting, Associate Resume Examples & Samples

Reporting to Internal and External clients - production, handling queries & data requests
Basic understanding of the various report types and the content within those
Maintaining a task list and following up with other teams responsible for data /reports sourced from them
Tracking each deliverable per the deadlines set and ensuring no lapses occur
Following maker & checker process for each deliverable with zero tolerance for inaccuracy
Following up with IT for any development needs or issues raised with the current reports
Relevant prior experience in client reporting/service will be an added advantage

157

Client Reporting Associate Resume Examples & Samples

Create and generate specific standard and ad hoc product reports, including, but not limited to
1 + years institutional marketing, report production or operations experience required. Financial Services industry background desired
Fundamental understanding of client reporting
Ability to meet deadlines under pressure, and handle a high volume of work during a short period of time such as quarter end
Required proficiency in Microsoft Office, particularly Excel and preferred proficiency in software applications such as Varden and Accent
Team player with strong interpersonal skills at all organization levels
The ability to liaise with Technology department and Product Management teams and develop effective working relationships with them
Fundamental understanding of various asset classes including equity, fixed income, multi assets and alternatives
Must have strong organizational/process management skills with a keen attention to detail
Ability to prioritize work, strong project management skills, and analytical ability to troubleshoot and problem-solve
Demonstrates proactive ownership of deliverables, and a genuine desire to contribute to the positive success of the team
Ability to work effectively and proactively, both independently and as part of a team
BA/BS
Preferred proficiency in software applications such as Varden and Accent

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