Reporting Consultant Resume Samples
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Reporting Consultant Resume Samples
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MW
M West
Marlon
West
8501 Theron Skyway
Boston
MA
+1 (555) 211 2160
8501 Theron Skyway
Boston
MA
Phone
p
+1 (555) 211 2160
Experience
Experience
Dallas, TX
Reporting Consultant
Dallas, TX
Hartmann and Sons
Dallas, TX
Reporting Consultant
- Report automation – for existing and new reports, reduce report creation time and manual intervention and increase data accuracy through SQL and excel automation or the introduction of new reporting delivery methods and tools. Automation effort includes all reporting delivered by Reporting and Analytics group as well as other PCF head office teams
- Research company wide and industry best practices / tools / systems for reporting and data analysis; provide recommendations to Director, Reporting and Analytics and senior leadership team on adoption of new reporting approaches
- May have overall responsibility for customer testing and integration of BT Global Services products, ensuring customer's service is configured and commissioned to meet the customer and BT's acceptance standards, and meets necessary regulator
- Helping to develop process improvements that will facilitate knowledge transfer to others
- Developing test scenarios, creating the necessary data to execute the test scenarios, exercising the test scenarios, and confirming the results
- Working with unique client data sources to create mapping and conversion for importing data into the Client's application
- Writing SQL to analyze data, research potential issues, manipulate data, generate reports, extracts, and processing related queries used in system configuration
Detroit, MI
Regulatory Reporting Consultant
Detroit, MI
Hudson, Terry and Rowe
Detroit, MI
Regulatory Reporting Consultant
- Ad hoc projects and reporting, as requested, including participation in the regulatory reporting automation project
- Working knowledge of bank regulatory reporting tools, including but not limited to Axiom
- Provide on-going advice and training on regulatory reporting issues to all levels and areas
- Oversee and monitor the regulatory exam schedule and statuses, and maintain information in a centralized database for tracking and reporting
- Past participation in a Federal Reserve Bank exam, either as an examiner or while working for a bank or bank-holding company
- Exercising sound judgment to meet position responsibilities
- Preparation of financial statements for a bank or bank-holding company
present
Boston, MA
Senior Reporting Consultant
Boston, MA
Vandervort and Sons
present
Boston, MA
Senior Reporting Consultant
present
- Works independently, provides highly complex data analysis and complex data analysis and trending and provides recommendations to Management
- Provide highly complex data analysis and trending and provide observations and recommendation for review by senior management
- Oversee development and maintenance of KPIs, KRIs and standard reports to assist Compliance senior management in managing compliance risk
- Manage a portfolio of clients and work to develop a reporting strategy and recommend best practices
- Runs highly complex and hoc reports on schedule and provides data analysis prior to delivery to senior management
- Direct preparation of ad-hoc reports upon request form Compliance senior management and local compliance officers
- Oversee programs and projects on behalf of Compliance senior management to include MIS systems and other strategic initiatives
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Illinois State University
Bachelor’s Degree in Accounting
Skills
Skills
- High level of computer skills including Microsoft Office with strong Excel proficiency
- Reviewing a client's configuration and use of the application and determining ways to improve performance, usability and support ability
- Strong Microsoft Office knowledge
- Team player with a highly professional demeanor
- Strong analytical and decision-making skills
- Excellent written and verbal communication skills
- Technical knowledge of operations, reporting formats, and objectives of data analysis
- Good communication skills
- Any experience with reporting tools such as Tableau would be
- Excellent communication and presentation skills
15 Reporting Consultant resume templates
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1
Client Reporting Consultant / Trainer Resume Examples & Samples
- Collects and analyzes information; interviews subject matter experts (SMEs), observes operations and uses knowledge of business systems and processes to develop solutions to specific problems
- Reviews operational procedures and methods; maps current business processes; defines and analyzes business activities; conducts benchmarking activities to identify best practices; and recommends changes for improvement
- Tracks and collects performance and status information for development of reports and planning processes
- Defines project scope and objectives through research and data gathering using a demonstrated understanding of operations, systems and industry requirements
- Prepares project proposals and project plans
- Develops an understanding of the business case behind all projects, including the motivating factors for all stakeholders
- Identifies and recommends vendors and assists with all activities to manage and leverage the partnership with the vendor throughout the life cycle of the project
- Develops and maintains project schedules, prioritizes projects tasks and collaborates with other business units
- Serves as a functional subject matter expert (SME), provides internal consulting services to assigned functional area(s); coordinates activities with other functional areas and facilitates the implementation of cross-functional business system modules, models and/or enhancements
- Defines methodologies, procedures and methods to establish and maintain information contained in computer systems
- Consults with users to identify, analyze, refine and document business requirements
- May serve as a liaison between client business units and technical business units by analyzing business and user needs; defining requirements; and representing the user in the design, development, validation and implementation of appropriate technology solutions
- Assists in identifying requirements for each phase of testing and develops test plans and scripts, as required
- May serve a dual role as the point of contact for both business users and technical staff to discuss and clarify the interpretation of business requirements to technical specifications
- Partners with technical business units in the research, analysis and resolution of system and process problems
- Locates, gathers and analyzes information on potential solutions and best practices and evaluates the potential benefits to the organization
- Works collaboratively with Client Reporting team members, as well as external departments or resources to determine the most effective learning solution to drive improvement; makes recommendations on instructional and development resources, technologies, and multimedia hardware/software to support learning and development
- Assists with the development and implementation of training aids, training plans, and Client Reporting training roadmap
- Create & facilitate training solutions for internal users as well as Financial Advisers
- Train the trainer. Partner with key departmental personnel (Subject matter experts) to enhance their ability to deliver targeted training modules
- Assists in planning and implementing change initiatives
- Prepares and delivers written and oral presentations to project stakeholders
- Experience working full cradle to grave projects including requirements gathering, documentation, testing, implementation and end user training
- Knowledge of client reporting systems preferred (MorningStar, Black Diamond, Advent, etc.)
- Functional, operational and technical requirements of all systems used by assigned functional area(s)
- Concepts of risk management, issue tracking, change management and requirements gathering
- Information technology support and technical documentation
- Principles of banking and finance and securities industry operations
- Business planning and analysis
- Clarifying system interface requirements and relationships
- Creating and interpreting process maps and flowcharts
- Interpreting client input, clarifying issues and developing solutions
- Conducting business process and systems, feasibility and cost justification analyses
- Preparing various reports, summaries, surveys and written recommendations
- Project planning and reporting and coordinating project activities across organizational lines
- Preparing and delivering written and oral presentations
- Operating standard office equipment and using required software applications
- Facilitate information gathering sessions ensuring that all viewpoints, ideas and problems are included in the project specifications
- Incorporate needs, wants and goals from different business unit perspectives into project specifications
- Solve complex problems and model the business and financial impact of proposed scenarios
- Ensure that all project activities have a focus on quality and conform to identified best practices
- Perceive information, linkages and trends and acquire and apply knowledge to assignments
- Resolve complex analytical challenges, independently analyze information; and make recommendations based on analysis
- Read, comprehend and apply technical information
- Use collaborative skills in using a team approach to accomplishing work
- Organize and prioritize multiple tasks and meet deadlines
- Establish and maintain effective working relationships at all levels of the organization, including negotiating resources
- Incite enthusiasm and influence and motivate individuals and groups without organizational authority
- Communicate effectively, both orally and in writing
- Provide a high level of customer service
- Communicate effectively, both orally and in writing, with all organizational levels
- Bachelor's Degree in the specific business function of assigned functional area or related field and a minimum of one (1) year of experience in defining and documenting business and technical requirements and processes, systems analysis, business process modeling, representing stakeholders on project teams and problem solving with large, complex cross-functional systems and processes
- Experience in Instructional Design highly preferred
- Previous training creation, implementation and delivery preferred
2
Analytics & Reporting Consultant Resume Examples & Samples
- Reporting and Analysis 55%
- Research and Analytics 20%
- Tools and Communication 25%
- 5 - 7 years of experience in Financial Services required with strong understanding of the investment industry, financial markets, as well as the issues afftecting Information Technology from a risk standpoint
- Solid experience in Corporate Communications, working across multiple markets and/or channels; strong experience in brand and reputation management
- Ability to translate key strategic business or risk issues into messaging that resonates with varying levels of management and staff
- Able to operate in a fast-paced environment with flexibility
- Highly collaborative individual, demonstrating enthusiasm, self-motivation and ability to engage in high level dialogue with senior executives
- Outstanding organizational, written, and verbal communication skills, including strong Power Point, presentation skills and Excel macro level coding experience
- BS/BA nice to have
3
HR Metrics & Reporting Consultant Resume Examples & Samples
- 7+ years of work experience with Technical expertise in Reporting and Data Extraction
- Knowledge and experience in database concepts, data extraction and advanced analytics
- Advanced analytical and resourceful problem solving skills
- Advanced proficiency with MS-Excel, MS- Access and other similar spreadsheet and database programs
4
Financial Technical Reporting Consultant Resume Examples & Samples
- Comprehensive knowledge of all Microsoft Office applications, including advanced level experience with Excel and Access
- Demonstrated experience with SQL queries
- Bachelor's degree (technical or financial) or a related experience
- Prior experience with report automation tools, preferably Qlikview and Tableau
- Experience with Visual Basic Programming
5
Raiu Reporting Consultant Resume Examples & Samples
- 2-3 years’ experience in an accounting or finance role
- Comprehensive knowledge of Microsoft Word, Excel, PowerPoint
- Previous high level management/consulting experience
6
SIU Reporting Consultant Resume Examples & Samples
- Cost Analysis experience
- Experience evaluating fraud risk
- Comprehensive knowledge of Microsoft Word, Excel, Access, and PowerPoint
- Master’s Degree in Business, Finance or related fields
- CPA designation preferred
7
Team Lead Global Finance Asset Management Client Reporting Consultant & Data Management Resume Examples & Samples
- Oversight of the process, making sure all requests are completed with highest accuracy and timeliness
- Manage and lead the team; guide and encourage team members to do their work effectively
- Update & Review Consultant Database with performance, assets, personnel, characteristics and other information of various JPMAM funds and strategies to support consultant sales team
- Respond to consultants for customized requests regarding clients / strategy performance, key statistics, holdings, benchmark, etc
- Add products to consultant databases when requested, liaising with product team to gather required information
- Assisting other team members with various tasks, including reviews of the tasks completed
- Completing various ad-hocs, Schedule C requests and other tasks as assigned
- Ensuring reports are prepared on a timely basis with the highest level of quality through various processes
- Assisting the team in maintaining existing reporting procedures, tools and workflows necessary to facilitate the process
- Maintaining a high level of competency when reviewing data and reports, and quickly identifying both data and format issues
- Ability to communicate in a clear, concise and efficient manner with multiple teams
- Support all aspects of maintenance and improvement of the Reporting processes, including opportunities to build efficiency and enhanced control measures
- Graduate with 6+ years of experience in financial / client service industry
- Able to manage a team, encourage, guide and assist the team members to do their assigned tasks effectively
- Strong workflow management skill, able to handle high volumes
- Strong communication skills and ability to multi-task
- Attention to detail, creative and flexible
- Self starter, able to prioritize key tasks effectively
- Ability to simultaneously manage competing priorities, including immediate, short-term
- Strong Microsoft office skills (Word, Excel, Powerpoint)
- Good working knowledge in Adobe
8
Compliance Reporting Consultant Resume Examples & Samples
- Excellent MS Access skills, to include tables, queries, forms and VBA
- Proficient knowledge of SQL
- Excellent process and organizational skills
- Six Sigma Black/Green Belt Certification
9
Special Investigations Reporting Consultant Resume Examples & Samples
- Strong computer skills including MS Office applications (Word, Excel, PowerPoint, Access, SQL)
- Ability to present/navigate data to non-technical individuals
- 5 or more years of experience reporting
- Progressive Quality, Process Improvement or Re-engineering experience
- In depth knowledge of Microsoft SQL or other data driven program applications
10
Reporting Consultant Resume Examples & Samples
- Report automation – for existing and new reports, reduce report creation time and manual intervention and increase data accuracy through SQL and excel automation or the introduction of new reporting delivery methods and tools. Automation effort includes all reporting delivered by Reporting and Analytics group as well as other PCF head office teams
- Research company wide and industry best practices / tools / systems for reporting and data analysis; provide recommendations to Director, Reporting and Analytics and senior leadership team on adoption of new reporting approaches
- Recommend options to reduce/streamline existing reporting with the objective of reducing work effort while simultaneously delivering more impactful and actionable data
- Participate in the gathering of business requirements for changes to existing reports and creation of new reports Assure integrity of data; develop thorough documentation for all reporting created
- Develop and/or deliver ongoing business reporting for PCF senior leadership team and business partners; provide ad hoc reporting and analysis as required
- Represent the team on business projects as appropriate
11
Regulatory Reporting Consultant Resume Examples & Samples
- Strong relationship management, analytical, problem solving, financial management and presentation skills
- Good business planning skills
- Experience in one or more relevant technical areas
12
ICS Data & Reporting Consultant Resume Examples & Samples
- Develop a thorough understanding of Humana’s clinical systems and processes
- Become an expert on how clinical data supports operations
- Evaluate and analyze data to provide insights on clinical processes and outcomes
- Advanced SQL experience, skills including the following experience: build and execute queries
- Advanced Microsoft Excel & Access experience
- Experience with large data sets and/or the analysis of healthcare data
- Ability to adapt to a fast changing environment
- Strong organizational and multi-tasking skills
- Clear written and oral communications skills
- Building dashboards using Qlikview
13
Reporting Consultant Resume Examples & Samples
- Provide technical expertise to problem identification and root cause analysis of business requirements on reporting
- Develop new reporting and data management solutions and make modifications to existing solutions to ensure consistency with CIBC Learning, Development & Employee Experience processes and practices
- Lead the testing and implementation of reporting and data management solutions
- Integrate various data fields available in PeopleSoft and the Learning Management System to develop solutions that best address client requirements
- Act as a "lead practitioner" in handling non-routine data issues, problems or requests
- Provide "informal" leadership, coaching, etc. on routine and non-routine issues for more junior consultants within the specialist area
- Perform administrative and coordinative duties of a managerial nature on behalf of the function, including working as an enterprise administrator on myLearning and other learning tools with specific responsibilities for data management, learning object management and managing other key issues related to the functionality of the LMS and how it integrates to the data warehouse and reporting solution
- Research, analyze, test and implement reporting and data management tools & methodologies and provide recommended solutions to issues and problems that support learning activities with CIBC Learning, Development & Employee Experience (CLD&EE) Develop and recommend solutions to routine and complex operational problems
- Develop, implement and lead reporting test plans that are comprehensive with respect to business requirements, functionality, performance and operating efficiency prior
- Conduct User Acceptance Testing on the data management impact for new learning objects and system enhancements. Prepare advanced business requirements and test strategies for User Acceptance Testing. Monitor testing variances to determine if the impact on the project has been accurately assessed. Obtain sign off on testing
- Lead the implementation of all reporting solution solutions from a learning technical perspective, ensuring functionality and quality control
- Lead operational support for projects after implementation including problem resolution and enhancement identification/recommendations
- Identify opportunities for increasing the efficiency of the department's operations
- Lead the management and coordination of other production related activities, as defined by the Senior Manager
- Act as a backup resource for the Senior Manager on an as-required basis
14
Marketing Reporting Consultant Resume Examples & Samples
- Collaborate with IT, Digital, Service Operations and other technical areas to gain access to needed data and implement reporting capabilities
- Demonstrated experience with relational databases, including Access, SQL, Server and Oracle
- Healthcare and/or pharmacy industry experience
15
Hris Metric & Reporting Consultant Resume Examples & Samples
- Experience in needs analysis, research, and solutions
- Excellent analytical and resourceful problem solving skills
- Advanced proficiency with Microsoft Excel formulas, Microsoft Access, and other similar spreadsheet and database programs
- Detail-oriented and able to multitask
16
Management Reporting Consultant Resume Examples & Samples
- Bachelors/Master’s degree in business or analytical field
- 5 to 7 years of work experience in related function e.g. marketing finance, accounting, operations, project management
- Efficient at assembling data, structures information and executing rigorous analysis
- Ability to make decisions and act with incomplete information and under tight deadlines
- Proficiency with MS Office including Excel & PowerPoint, Access is an asset
17
Marketing Campaign Reporting Consultant Resume Examples & Samples
- Strive to improve all aspects of reporting, from the quality of our source data to the accuracy of our final reports
- Bachelor’s Degree in Computer Science, Engineering, Marketing or a related field
- Experience in a results-oriented marketing and communications environment
- Experience with Business Intelligence reporting tools (BusinessObjects, Cognos, Tableau, etc.)
- Experience with SAS Enterprise Guide
18
Dashboard & Reporting Consultant Resume Examples & Samples
- Work directly with users to define and create Oracle SQL, mainframe and MS Access reporting solutions
- Consult with business stakeholders to identify operation opportunities for cost savings or strategic alignment
- Act as a liaison between multiple business partners to identify and resolve problems or any concerns
- Ability to present and explain analytic results to business stakeholders. Audience would be dealing with SME in given area
- Utilize database tools (PL/SQL Developer, SQL Server, MS Access, and Excel) to extract and manipulate large, complex datasets
- Bachelor’s Degree in Computer Science, Information Technology or equivalent combination of education and experience
- Effectively translate business requirements into dashboard application script and chart configuration
- Design, develop, test, demo and deliver dashboard applications (QlikView preferred)
- Troubleshoot and resolve bugs in production dashboards/reports as identified by you and/or business teams
- Write and optimize queries in SQL (Oracle, DB2 preferred)
- Effectively communicate results of statistical analysis to a broad audience
- Capable of multi-tasking and prioritizing work
- Manage relationships and effectively collaborate with business teams for report requirements, user acceptance testing, and troubleshooting
- Bachelor’s Degree in Computer Science, IT or related field highly desired
- Comprehensive knowledge of dashboard application software
- Knowledge of data modeling particularly star schema design techniques
19
MRA Reporting Consultant Resume Examples & Samples
- Demonstrated understanding of reporting and how to access, compile, and interpret data
- Effective presenter and ability to connect at all levels
- Comprehensive knowledge of all Microsoft Office applications, Visual Basic, Access and multi-dimensional databases with advanced Excel skills
- SQL experience
- Coding knowledge, specifically HCC coding
- Service Fund knowledge
- Carebook knowledge
20
Sales Reporting Consultant Resume Examples & Samples
- 2+ years of experience in Reporting, specifically analyzing Sales data
- Experience working with large datasets
- Familiarity with SQL or a capacity to learn
- Microsoft Office/Suite proficient (Excel, Access, etc.)
- Familiarity with statistical software
- Familiarity with Salesforce reporting
21
Healthcare Data Reporting Consultant Resume Examples & Samples
- Bachelor’s Degree in Finance, Economics, Math/Statistics, Informatics or a related analytical field
- Strong database querying and data analysis skills
- SAS and/or SQL programming vital
- Advanced Microsoft Excel data analysis skills: PivotTables, VLookups, SumIfs, SumProduct, Charts/Graphs, VBA Programming
- Knowledge of healthcare or health insurance, specifically Managed Care
- Familiarity with financial concepts such as revenue, expenses, costs, etc
- Master’s Degree in Business Administration, Finance, Economics, Math, Statistics, Public Health, Informatics or a related field
- Familiarity with Medicare Advantage program, risk adjustment, and Accountable Care Organization (ACO) Shared Savings program
- Experience with Service Fund system and reporting
- Experience creating financial projections, modeling, and algorithms
- Some actuarial exams in healthcare track
22
SIU Reporting Consultant Resume Examples & Samples
- Bachelor’s Degree in Business or a related field or relevant 2+ years of experience
- Comprehensive knowledge of Microsoft Word, Excel, PowerPoint and Access - ability to create dashboards and reports
- Knowledge of claims data and reimbursement
- Knowldge of CTI
- Accounting background
23
Metrics & Reporting Consultant Resume Examples & Samples
- Think global first, and ensures joined up thinking within the team and with those working immediately outside of the team
- Acknowledge different perspectives and works with colleagues across the matrix when making decisions or setting priorities
- Ensure commonality of approach, methods and tools and consistency of advice and solutions
- Take initiative around own self development and knowledge of Global Change Delivery and Group
- Some experience in managing or supporting others to achieve objectives effectively and efficiently preferred
- Good experience with data analysis and interpretation
- Good verbal and written communication skills and some experience in face-to-face presentation
24
Basel & Regulatory Reporting Consultant Resume Examples & Samples
- Build strong relationships within the organization
- Create functional requirements, identify data sources, gather and analyze data sets
- Participate in and help lead change management activities associated with the automation of Corporate Finance processes
- Partner with management and process owners to align process improvement initiatives with business objectives
- Strong Understanding of the Capital Planning process, Risk Weighted Asset calculations
- Understanding of Capital Stress Testing
- Understanding of Forecast reporting related to the Capital Planning process
- Understanding of Moody's RiskAuthority
- Ability to successfully engage a team of resources supporting the business in both a project and production support environment
- Demonstrated competency and skill with Treasury and Capital Planning
25
CGX Data & Reporting Consultant Resume Examples & Samples
- Communicate and lead strategy discussions to drive innovative solutions for clinical data usage and practices
- Work closely with business subject matter experts to understand reporting and data needs
- Coordinate with IT for end to end implementation of reporting and data solutions, inclusive of testing and validation
- Bachelor’s Degree in Healthcare, Business, or Technology related field
- Advanced SQL skills including the use of temp tables, data aggregation, linking multiple source tables, working with star-schema, synonyms and views
- CGX, Clinical Datamart or EDW
26
SEC Reporting Consultant Resume Examples & Samples
- Review the accuracy of the Statement of Cash Flows and equity roll-forward schedules including EPS on a quarterly basis
- Monitor and ensure timely identification and compliance with evolving accounting guidance, provide US GAAP interpretation and prepare technical memorandums that document issues in a clear, logical and comprehensive manner
- Assist in SOX 404 efforts, including documentation of processes and facilitating testing of controls, as required
- Assist in managing and document the results of quarterly and annual impairment analyses for goodwill and other intangible assets (ASC 350)
27
Reporting Consultant Resume Examples & Samples
- Build dashboards and management reports for key business and operations stakeholders
- Interpret and analyze data using statistical techniques and provide ongoing reports
- Identify and define new process improvement opportunities to optimize reporting
- Liaise with internal stakeholders (business and IT) to prioritize business and information needs
- Report writing and presenting findings
- Implement new tools/techniques to optimize and industrialize reporting
- Proficient in Excel (creating functions & pivot) and Powerpoint
- Oracle SQL and MS Excel VBA
- Any experience with reporting tools such as Tableau would be a plus
- Data analytics
- Someone who is results driven and takes initiative
28
Carehub Compliance Reporting Consultant Resume Examples & Samples
- Develop a thorough understanding of Humana’s clinical systems and processes
- Become an expert on how clinical data supports operations
- Communicate and lead strategy discussions to drive innovative solutions for clinical data usage and practices
- Work closely with business subject matter experts to understand reporting and data needs
- Coordinate with IT for end to end implementation of reporting and data solutions, inclusive of testing and validation
- Evaluate and analyze data to provide insights on clinical processes and outcomes
- SQL experience, skills including the following experience: build and execute queries
- Advanced Microsoft Excel & Access experience
- Experience with large data sets and/or the analysis of healthcare data
- Ability to adapt to a fast changing environment
- Clear written and oral communications skills
- Experience with clinical compliance business processes and procedures
- Delegation and/or provider risk experience
- Advanced SQL skills including the use of temp tables, data aggregation, linking multiple source tables, working with star-schema, synonyms and views
- CGX, Clinical Datamart or EDW
29
Client Reporting Consultant Resume Examples & Samples
- Exceptional understanding of Excel, PL/SQL and SQL Server
- Proven analytical, technical and project management skills
- Knowledge of data relationships and table structures
- Exposure to Humana's EDW
- Experience creating reports that drive Humana Strategy
- Experience testing new data sources and reports
30
Global Support Data & Reporting Consultant Resume Examples & Samples
- Prior experience working with SQL
- SQL, ability to build code to query databases
- Ability to analyze large amounts of data
- Ability to perform root cause analysis
- Advanced Knowledge of Microsoft Office Applications – Excel & Access
- Experience with TOAD & PL/SQL
- Prior experience working with one or more of the following: Python or Powershell
- Experience with developing reports in SSRS or Qlikview is a plus
- Previous experience with designing and developing ETL processes *
- Prior experience in a healthcare / insurance industry
- Working knowledge of Metavance and Claim Administration System (CAS) systems
- Bachelor’s Degree in IT/Computer Science
31
Interim SEC Reporting Consultant Resume Examples & Samples
- Reporting to the SEC Reporting Manager, responsible for supporting the timely and accurate preparation and filing of the Company's SEC reports (10Qs, 10Ks, and 8Ks) and Earnings Releases in compliance with all SEC requirements, US GAAP, and Company policies and procedures
- Participate in developing and interpreting financial accounting policies and SEC requirements; analyze and provide technical interpretation of accounting changes
- This position will also be required to research and monitor financial data and work directly with contacts in Controllers and other business units within the Company to ensure reported data integrity
- Research and drive the timely resolution of complex accounting matters
- Aid in the preparation of press release tables and other SEC documents
- Review new contracts to ensure proper treatment of accounting matters
- Provide accounting oversight and guidance on an as needed basis throughout the company
32
Technology Reporting Consultant Resume Examples & Samples
- Experience with Microsoft SQL Server, specifically SSIS and SSAS
- Strong relational database knowledge including building a stable, well documented, and governed data mart
- Excellent communication skills, both written and verbal and the ability to teach others technical skills as they related to our SQL Server environment
- SDLC experience, specifically requirements gathering and user acceptance testing
- SAS Enterprise Guide and/or SQL Server 2012 or newer
- Experience with BI Tools such SSAS, SSRS, Qlikview, or Tableau
33
Reinsurance Financial Reporting Consultant Resume Examples & Samples
- Ensure departmental adherence to corporate guidelines, performance standards and all applicable laws and regulations
- Build reconciliation systems, migrating data to a single platform and aligning Humana’s internal reporting with the Enterprise Data Warehouse
- Monitor and control monthly, quarterly, and annual accounting and reporting processes for MCII, Humana’s captive insurer
- Prior insurance industry accounting and reporting experience
- Comprehensive knowledge of all Microsoft Office
- Public Accounting experience
34
Federal Financial Reporting Consultant Resume Examples & Samples
- Must be able to obtain and maintain the required TS/SCI clearance for this role
- 2-6 years' experience with internal controls, controls testing, A-136, A-123, business process transformation, audit, audit readiness
- Auditor interactions
35
Senior Reporting Consultant Resume Examples & Samples
- Lead compilation of reporting and communications for Compliance senior management to deliver to Board-level committees and other Discover Committees, with inputs from various lines of business
- Facilitate Compliance reporting requirements on behalf of the Compliance function
- Oversee development and maintenance of KPIs, KRIs and standard reports to assist Compliance senior management in managing compliance risk
- Oversee programs and projects on behalf of Compliance senior management to include MIS systems and other strategic initiatives
- Direct preparation of ad-hoc reports upon request form Compliance senior management and local compliance officers
- Lead Compliance MIS strategy, including (but not limited to) the reporting framework, which develops and maintains US compliance reporting standards, templates, processes and management information systems
- Establish direct reporting and analysis to support the execution of compliance risk management and oversight. This will include providing information to enable first lines of defense to proactively monitor and assess compliance risk, compliance performance, emerging compliance risks, and the design and operational effectiveness of the Compliance Risk Program
- Bachelors degree in Business, Economics, English or other similar disciplines
- 10+ years experience in the financial services industry
- 5+ years experience preparing and developing Board materials and reporting packages
- Previous experience with developing Key Risk Indicators program
- Strong written and verbal communication skills, particularly at the executive-level
- The ability to manage and organize deliverable against multiple competing deadlines
- Advanced degrees (Masters) a plus
- Professional certification (CRCM, CIA, CPA, etc.) preferred but not required
- Experience in developing and implementing technology infrastructure for compliance or risk management departments
- AML/BSA experience a plus
36
JD Edwards Enterpriseone Reporting Consultant Resume Examples & Samples
- A four year degree in computer science, engineering, mathematics, or physical sciences or equivalent relevant work experience
- Demonstrated experience in the technical implementation of the JDE E1 application and experience in report design and creation using the JDE E1 business accounting software
- Business analyst level understanding of a wide range of processes, particularly cash management, accounts receivable, accounts payable, and financial reporting
- Ability to effectively communicate with technical and accounting staff
- Experience in project and time management and ability to meet deadlines
- Implementation experience with the financial components of JDE Enterprise One
- Experience in report design and creation in JDE E1 accounting system
- Oracle application server experience
- JDE on AIX
- Oracle 11g database experience
- Legacy data interfaces and data integration experience
37
SEC Reporting Consultant Resume Examples & Samples
- Remain current with new accounting technical standards that impact financial reporting
- Manage and ensure the appropriate level of support for annual external and internal audits
- Coordinate the Company’s financial reporting obligations and overall compliance with GAAP and the Company’s accounting policies
- Strong organizational skills and detail-oriented
38
Basel Reporting Consultant Resume Examples & Samples
- 7+ years industry / functional experience
- Excel / reporting experience
- SQL or programming experience
- Process improvement within a production environment
39
Care Delivery Data & Reporting Consultant Resume Examples & Samples
- Bachelor’s Degree in business or a related field
- Ability to put context around data and identify both problems and their solutions
- Ability to manage and prioritize diverse and complex projects
- Ability to create and maintain relational database tables that drive the performance of the entire team
- SQL/SAS Certification
40
Regulatory Reporting Consultant Resume Examples & Samples
- The preferred candidate will be preparing regulatory reports to ensure timely preparation and filing of various financial regulatory reports
- Produce organized work papers and recommend procedural changes / process improvement opportunities to streamline processes, enhance accuracy, completeness and timeliness of the reporting process
- Prepare and maintain current, accurate, and detail standalone desktop procedures in a standard that meet the regulatory standard
- Participate in the research and implementation of new and revised regulatory reporting requirements, as well as the evaluation of regulatory requirements for new products/transactions
- Communicate the reporting and data needs to business partners
41
Regulatory Reporting Consultant Resume Examples & Samples
- Preparation of assigned financial regulatory reports. Conduct investigations of errors and variance analysis independently
- Recommend procedural changes to address problems and to ensure accuracy, completeness and timeliness of reporting
- Independently research and analyze regulatory pronouncements, reporting requirements and other accounting documents
- Review and analyze financial publications and regulatory pronouncements and rules to stay abreast of changes
- Present analysis and recommendations to management
- Prepare in-depth analysis of impact on regulatory reports due to regulatory/policy changes/new products
- Participate in the development and implementation of regulatory/accounting changes
- Provide professional technical guidance to Senior Management with regard to interpretation and analysis of regulatory or policy changes
- Maintain knowledge of ongoing external trends in the financial area
- Provide on-going advice and training on regulatory reporting issues to all levels and areas
- Ensure regulatory reporting requirements are clearly communicated to the business units providing source data for the reports
- Respond to internal/external inquiries regarding financial data reported or filed. Provide lead guidance to other staff members
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Reporting Consultant Resume Examples & Samples
- Comprehensive and concis
- Researched (A folder of documents substantiating the information mentioned in the report should be prepared)
- Revised final version of the progress or final report, briefs from donor, other documents (as the case might be) incorporating comments/queries during Quality Assurance process of the Regional Office and Headquarters
- Strong background and understanding of RBM based reporting
- Knowledge and understanding of the social, cultural and political context of Afghanistan and womens rights situation and work in the country will be an asset
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Finance Management Reporting Consultant Resume Examples & Samples
- Provide timely, accurate, consistent, and complete financial information to operating units and sector management for assistance in making sound business decisions
- Identify and help lead process improvements, methods and activities to improve organizational efficiency and effectiveness and generate white space. Improve overall business information delivery
- Analyze large amounts of financial information to ensure data integrity, provide insights, recommendations and lead collaborative efforts with other GBS teams to resolve issues found on behalf of the customers Global Business Services supports
- Support sector ad-hoc analyses as requested. Identify and implement reporting and analysis best practices to drive enterprise efficiency
- Demonstrate a commitment to quality performance through personal example by adopting a customer-based philosophy in the level of service provided
- Contribute to an environment in which all team members are respected regardless of their individual differences and are motivated to improve both their individual and team contributions to achieve desired business results
- Communicate fully with superiors, subordinates, and others who have need to know. Be informative without being obtrusive or vexatious. Communicate in a way that is timely, yet prompt; complete, yet concise; and clear, yet responsive
- Foster collaboration and leverage diverse ideas from all the Business Analysis teams and support change that lasts (institutionalized), allowing differences only where they create unique value
- Bachelor’s degree (prefer finance or accounting)
- A high degree of computer proficiency (specifically EXCEL, SAP, BI)
- 2-4 years prior experience in finance or cost accounting
- Self-motivated, yet able to effectively collaborate up and down the organization
- Must possess a highly analytical mindset and be able to deal effectively in ambiguous situations where the answer is not always defined
- High degree of organization and ability to multi-task
- Customer service oriented and thorough
- Knowledge of cost accounting principles
- Graduate degree and / or additional professional certifications
- Familiarity with Kimberly-Clark’s financial systems and or manufacturing cost accounting
- Lean initiative experience; ability to identify best practices and lead process improvement projects
- ANAPLAN experience
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Metrics & Reporting Consultant Resume Examples & Samples
- Develop and maintain business intelligence solutions, including SQL databases, data cubes, and data warehousing using Qlikview
- Collaborate with Oracle IT and users to design, implement, support and enhance analytical data repository
- Support period-end close activities, financial reporting, business review, variance analysis actuals vs. forecast
- Assists business in determining reporting needs based on business requirements
- Maintains data, controls views and outputs and makes updates as needed
- Creates and maintains both routine and ad-hoc reports
- Proactively analyzes trends, causes and variances
- Develops database logic to extract required information for reporting
- Invents new processes to achieve key strategic business objectives
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Federal Financial Reporting Consultant Resume Examples & Samples
- Support the client with developing and implementing auditability strategy
- Analysis on financial data to help determine and prioritize remediation activity
- Perform verification and validation testing by testing internal control design and effectiveness
- Assessing entity level controls
- Limited testing of financial statement balances
- Support with FMFIA compliance
- Synthesize MS Excel based data to identify trends, and develop reports recommending corrective action to mitigate noted risks
- Bachelor's and/or Master's degree in Accounting or related discipline
- Federal financial statement audit or audit readiness
- Federal financial management
- Internal control over financial reporting
- FMFIA compliance support
- IPERIA compliance
- CGFM, CDFM, CFE
- Understanding of the USSGL
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SEC & Financial Reporting Consultant Resume Examples & Samples
- Assists the SEC Reporting Manager with the drafting of all financial filings (e.g., 10-K, 10-Q, 11-K and 1934 Act Registration Statements, etc.)
- Maintain meticulous records and files to support the Company’s SEC filings
- Coordinate the Quarterly financial press release and SEC filing calendar, and communicate the timelines to the appropriate team members
- Assist the SEC Reporting Manager with Disclosure Committee coordination and related tasks
- Prepares and files internal and external financial reports in a timely fashion
- Prepares and reviews monthly consolidating financial statements and review to determine proper elimination of intercompany balances and transactions
- Assist SEC Reporting Manager with documentation of new accounting policies and documentation of significant, nonroutine accounting transactions
- Implement and maintain procedures to ensure timely accumulation of information necessary for financial reporting functions
- Ensures the accuracy and completeness of the Company’s internal financial reporting system
- Assists the SEC reporting Manager with the preparation of the quarterly financial press release
- Maintains current awareness and documentation of compliance with financial disclosure requirements related to assigned reporting areas
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Monitoring & Reporting Consultant Resume Examples & Samples
- Draft report on the Youth for SDGs project based on inputs from project colleaques
- Update relevant Integrated Result and Resource Framework (IRRF) indicators, CPD Outcome indicators, and project outputs indicators
- Draft narrative of Result Oriented Annual Reporting (ROAR) based on interpretation of data and evidence as well as inputs from programme and projects
- Ensure all quantitative and qualitative data including narrative are uploaded in the ROAR online system before the deadline
- Conduct RBM training for staff; and
- Support the development of office and project M&E plan
- Master’s degree in international relations, political science, international development or similar field
- A minimum of three years’ experience in the areas of reporting, monitoring and evaluation or programme development/implementation
- Experience in the usage of computers and office software packages, photography and video production, good knowledge and experience in handling of web-based management systems
- Techniques and accepted practices of research, writing and reporting
- Familiarity with UNDP systems, reporting requirements and programme management approach is an advantage
- Team player, able to work respectfully and cooperatively with colleagues of different national and cultural backgrounds
- Native English speaker or fluency in oral and written English is a must
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Data & Reporting Consultant Resume Examples & Samples
- Concepts, principles and practices of process analysis and improvement
- Demonstrated expertise in SQL, Excel, and Access or other data analysis tools
- Advanced understanding of how data can be used to drive business performance and results
- Statistical process measurement
- Databases and Data structures
- Reporting and Dashboarding tools such as QlikView
- Mapping processes and developing process workflow models
- Describing workflow attributes
- Determining data requirements and capturing metrics
- Developing business cases
- Developing implementation plans and maintaining project schedules and timelines
- Operating standard office equipment and using required software applications
- Understand complex financial services operations areas and interrelated processing requirements
- Deal with organizational change issues in a positive manner
- Incorporate needs, wants and goals from different business unit perspectives into project plans
- Incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes without organizational authority
- Handle stressful situations and provide a high level of customer service in a calm and professional manner
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SEC Reporting Consultant Resume Examples & Samples
- High-level understanding of SEC regulatory requirements and GAAP
- Ability to research and propose resolutions on complex accounting issues
- Performing research and creating documentation to support technical conclusions and application
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Reporting Consultant Resume Examples & Samples
- At least 2+ years in a related customer facing role, including either or both of the following
- Functional knowledge of Concur Solutions strongly preferred
- MS SQL Server Skills are a plus
- Creative solution development
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M&E & Reporting Consultant Resume Examples & Samples
- Contribution to the Annual Work plan for 2017-2018 along with a set of yearly indicators and targets
- Continuous monitoring on the progress of the work plan based on the AWP indicators and targets, including analysis and proposal to the project team of corrective measures, when required
- Develop Quality criteria
- Reporting that the project being delivered in a timely and cost-effective manner. Formulation of a clear project costed M&E plan with clear strategy and schedule for data collection and analysis
- Timely information on progress and results is ensured by compiling, organizing, analyzing, monitoring, ensure visibility and preparing quarterly and annual progress reports as well as reports substantiated by strong data and evidence, fact sheets, specific donor reports, and other reporting products
- Support actions on proposal development for donors with the aim of resource mobilization for the project
- Assist with the project quality initiatives and ensure that lessons learned and best practices are incorporated into program design
- Review monitoring and evaluation system/mechanism, process and procedures of the project and forms and formats for project activities under its various components
- Accomplish others tasks related for preparing, monitoring, and evaluation as per the need of project assigned by CTA
- Strong organizational, analytical and writing skills
- Results oriented, strong team player with outstanding interpersonal and coordination skills
- Ability to work independently and under pressure and meet deadlines
- Demonstrates openness to change and ability to manage complexities
- Strong capacity for relationship-building and communication
- Ability to work in close partnership with a wide range of national and international interlocutors
- Computer skills including Microsoft Word, MS Excel and Power Point
- Ability to communicate M&E requirements and outcomes to project colleagues and other stakeholders
- Proven capacity of initiative and autonomy
- Reactiveness in acquiring and providing information
- Ability to handle effectively multiple tasks without compromising quality, team spirit and positive working relationships
- A minimum of 7 years relevant experience in international development with a focus on project management, monitoring and evaluation; experience in results based reporting frameworks
- Experience working with UNDP or other international organizations in preparation of project documents, annual work plans, project/program monitoring and reporting at international level
- Demonstrated experience and good knowledge of how UNDP implements donor –funded projects, including EU funded projects
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Investor Reporting Consultant Resume Examples & Samples
- This position is open to remote work
- Must be familiar with the MSP functionality in one or more of the following areas
- Investor Reporting/Remitting (Fannie Mae, Ginnie Mae, Freddie Mac, Private Pools),and Reconciling (Bank Reconciliation and Test of Cash Reconciliations)
- Payment Processing (Payments, Payoffs, Reversals, Modified Payment Logic, Suspense Processing, and Drafting)
- Corporate Accounting (General Ledger, Funds Movement, Interest Accrual, Corporate Advance and FASB)
- Three to five years of mortgage servicing experience preferred
- Three or more years of experience with BKFS’s MSP system preferred
- Ability to estimate work effort for project sub-plans or small projects and ensure the project is successfully completed
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Reporting Consultant Resume Examples & Samples
- Completing assigned tasks for larger scale projects and taking direction from a designated lead
- Maintaining current knowledge of Rx Claim data files, their structures, and associated tables
- Ensuring adherence to CMS guidelines and regulations when applicable and following Policies and Procedures
- Keeping management informed as to request status and potential issues that could prevent on-time delivery of assignments
- 5% - 10% travel may be required
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Reporting Consultant Resume Examples & Samples
- Participate in the financial and operation planning activities in a manner that yields challenging but achievable strategic plans, budgets and forecasts and provides clear understanding of requirements and results
- Analyze, interpret and communicate the key metrics and drivers against historical trends, strategic plan, budget and forecast
- Work with complex data to automate existing manual reports as well as develop, implement and maintain new reports based on business needs
- Participate in the development and maintenance of planning and reporting models
- Work collaboratively with groups across various geographies and time zones, including but not limited to senior leadership, operations and finance, to coordinate timelines to meet senior management and corporate deliverables. Partner with these groups to provide value add analysis to business leaders
- Ad hoc analysis, as needed
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SEC / Financial Reporting Consultant Resume Examples & Samples
- Oversee the planning process for all quarter-end and year-end SEC filing documents. Document the appropriate policies and procedures to ensure accurate and timely SEC reporting
- Implement relevant and new financial reporting pronouncements and keeping senior management informed regarding global standard-setting developments precipitated by the FASB and IASB, as well as other international accounting and regulatory developments
- Maintain a financial reporting calendar
- Strong knowledge of US GAAP
- Proficiency in the full suite of Microsoft Office
- 5+ relevant SEC experience
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Business Analyst Management Reporting Consultant Resume Examples & Samples
- Develop and implement effective / strategic business solutions through research and analysis of data and business processes related to cost structure integration
- Provides guidance to business process owners and cross-functional leaders based upon modeling
- Build relationships across Optum business lines and Corporate functions to assist with integration of Optum acquisitions
- Create and maintain comprehensive project documentation, plans and reports
- Report on project status to leaders at all levels of the organization
- Excellent client-facing and internal communication skills
- Excel (v-lookup, pivot tables, large data sets, management reporting)
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Reporting Consultant Resume Examples & Samples
- Update progress in the project tracking tool
- Strong analytical skills, with high level of curiosity and investigative mind-set with an attention to detail
- Strong customer focus, with the ability to clearly communicate findings / expectations
- Strong problem solving skills, with the ability to effectively analyze and evaluate problems
- Intermediate understanding of Microsoft applications including Excel (VBA) and SQL is preferred
- Concur software experience is a plus
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Project Monitoring & Reporting Consultant Resume Examples & Samples
- To compile and finalize the written evidence for the preparation for terminal evaluation
- To conduct a preliminary terminal evaluation assessment on the achievement of project results
- To prepare and calculate GHG emissions reductions and energy reductions delivered through project activities over the lifetime of the project and over the lifetime of the measures implemented through the project
- Desk review of documents: project document, project reports – including Project Initial Form (PIF), Inception Report, APR, Project Implementation Report (PIR), project budget revisions, midterm review, progress reports, GEF tracking tools, project files, national strategic and legal documents, and any other useful evidence. Past consultancies assignments and summary of results. This will also include pictures of installations and equipment used, articles published and other reports and documents produced by the project
- Meetings and interviews with BSEEP team, other component managers, consultants, relevant stakeholders and beneficiaries to collect evidence for compilation and documentation
- Assess project results in terms of relevance to project objectives, effectiveness in meeting project outcomes, efficiency in execution and sustainability in long term project results and project impacts
- Confirm sources of data
- Perform systematic labelling and filing of all documents and evidence for future referencing
- Calculations of the emissions reductions benefits (direct and indirect) as a result of the project both during the project period and after the conclusion of the project
- Knowledgeable on energy & climate change
- Bachelor’s Degree in engineering, science, environmental technologies, climate change mitigation or any other similar field
- More than 5 years working experience in the energy field or in any climate change mitigation projects
- Experience in implementing projects with the Government of Malaysia
- Have strong linkage with national stakeholders related to energy and climate change mitigation projects
- Experience in Project evaluation especially on UNDP/GEF in Climate Change mitigation projects will be preferred
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Executive Reporting Consultant Resume Examples & Samples
- Simplify reporting processes: Aggregate and reformat data from across TELUS into usable data where inputs are disparate, manual or undefined. Own solution implementation, cross-functional execution and outcomes
- Accelerate reporting processes: Collaborate and Influence across BI teams to streamline and automate the exchange of data. Make recommendations to improve processes both upstream and downstream. Engage stakeholders; build sustainable processes to manage tools, ensure data integrity and user adoption
- Web and Mobile enable information: Leverage web-enabled applications for executive, management and program office team members to access program information anytime anywhere; for ad hoc reporting and regular reporting activities. Build roadmap and execute the transition from static PowerPoint reporting to dynamic web and mobile reporting
- Support the Program Enablement team: Provide off-loading capacity within the reporting team for ad hoc requests as required; including various lists for the Enablement Team’s programs
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CRM Reporting Consultant Resume Examples & Samples
- Bachelor’s degree and/or equivalent work experience
- Experience with the SDLC process and requirements solicitation, especially with gathering requirements around data and reporting needs
- Prior experience in a large scale technology deployment with an emphasis on establish a new enterprise data asset
- Strong relational database knowledge and query writing experience using some version of SQL
- Adaptable to evolving processes, timelines, and needs
- Ability to use appropriate problem solving, research and analysis tools
- Ability to visualize data to tell a story
- Excellent communication skills, both written and verbal and the ability to interaction with both end business users and technical IT associates
- Possess a personal sense of curiosity and derive enjoyment from exploring data, solving complex problems, and educating others
- Experience developing materials for a knowledge base to help the enterprise adapt to a new data asset
- Statistical analysis experience a plus
- Experience with BI Tools such SSAS, SSRS, Qlikview, or Tableau
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SEC Reporting Consultant Resume Examples & Samples
- Manage the coordination and preparation of all SEC filings, including forms 10-Q and 10-K, and the Annual Report
- Assist in the preparation of other SEC filings such as Form 8-K and registration statements
- Analyze new and proposed accounting standards issued by the SEC and the FASB to determine the impact on the company; implement new accounting standards as required
- Provide technical expertise for US GAAP and SEC regulations and draft technical memos illustrating guidance and conclusions
- Establish and document accounting policies and procedures
- Monitor the company’s compliance with SOX requirements
- Coordinate with internal employees and external auditors to ensure internal controls are documented and functioning properly
- Undergraduate or Master’s degree in Accounting or Finance
- 5+ years of experience in public accounting and/or a large corporate accounting environment, with a focus on SEC reporting
- Thorough understanding of US GAAP, SOX, and SEC reporting requirements
- Experience with XBRL and Workiva/WebFilings a plus
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Senior Integration & Reporting Consultant Resume Examples & Samples
- 5+ years implementing integration solutions with ERP software
- 5+ years Human Resource, Payroll or Financial software application experience
- Strong technical problem solving skills, with an ability to troubleshoot complex issues
- Exceptional research skills and resourcefulness
- Possess good verbal and written communication skills
- Quick learner, motivated to understand various technologies used at Workday
- Strong planning, scheduling, and organization skills
- Able work in a fast paced, fast-growth, high-energy environment and deal with multiple high priority activities concurrently
- Team player who can collaborate and communicate effectively with all stakeholders; i.e. developers, technical operations, and customers
- Ability to travel 15%
- Web Services, XML, XSLT or other integration technologies desirable
- PeopleSoft, SAP, Oracle, Salesforce, or other SaaS or On-Premise ERP systems desirable
- Experience in Higher Education and State/Local Government desirable
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Campaign Analytics & Reporting Consultant Resume Examples & Samples
- Maintain, develop and execute structured SAS-SQL code to synthesize large amounts of relational data to measure campaign and program effectiveness
- Determine optimal means of visually displaying analytical results, creating reports, dashboards, etc. to best convey actionable insights to internal audiences throughout the organization
- Explore, test, and recommend improvements or customization to existing targeting, segmentation, or initiatives
- Collaborate with other analytics colleagues to ensure reporting deadlines are met 100% of the time, with a goal of flawless execution
- Work with business partners, including Information Systems (IS), member communications project managers, marketers, and product development to capture changing reporting/analytical requirements and adjust code to meet business needs
- Ensure data integrity by developing and completing quality control processes
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Finance Management Reporting Consultant Resume Examples & Samples
- Identify and help lead process improvements, methods and activities to improve organizational efficiency and effectiveness. Improve overall business information delivery
- Analyze large amounts of financial information to ensure data integrity, provide insights, recommendations and lead collaborative efforts with other shared services teams to resolve issues found on behalf of the customers GBS supports
- Bachelors degree (prefer finance or accounting)
- Two to four years prior experience in finance or cost accounting
- Customer service oriented and thorough will lead to success in this role
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HR Reporting Consultant Resume Examples & Samples
- Managing regular and handle ad hoc reporting
- Participation in HR standardisation projects and assisting in creation of repeatable, standard reporting solutions
- Make recommendations as to the best way to achieve the desired output through creative input and prior knowledge/experiences
- Develop a strong understanding of the HR processes and the business
- Create presentations using report data to provide insight on trends and issues
- Act as subject matter expert for specialist reporting and provide coaching for HR colleagues and the business
- Resolve complex reporting and data management problems in a quick and innovative way
- Resolve customer issues, share best practice and drive continuous improvement
- Work with colleagues across the central services and the wider HR community globally
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Financial Performance Monitoring & Reporting Consultant Resume Examples & Samples
- Performs analysis to determine revenue cycle capabilities. Defines how requirements will be supported and identifies margin limitations, solutions and resources
- Develops, monitors and assesses short and long-range financial projections for assigned lines of business
- Presents to senior leaders, research on benefit utilization, pricing structures and underwriting programs
- Designs and develops models, studies and databases that will support analyses of financial outcomes for a Line of Business
- Provides analysis, and reviews analysis defining business requirements and measuring system performance, impacts, technical solutions and enhancements for insurance program changes across all applicable systems
- Utilizes and customizes historical databases of income and claims to support departmental functions
- Performs complex analysis, reviews analysis, and demonstrates a deep understanding of the financial outcomes for a Line of Business
- Creates databases and prepares and reviews documents to assist in development of historical monitoring of income, claims, members, expenses and other information to support departmental needs
- Facilitates projects, and leads the work of others
- Bachelor Degree in Actuarial Science, Mathematics, Statistics or Economics, or related fields. Other Bachelor Degrees may be considered
- 5 years of financial analysis or financial consulting experience
- Advanced PC proficiency to include Excel, Access or similar. Proficiency in designing reports
- Excellent verbal and written communications skills to prepare effective documentation, facilitate training and development, and participate in presentations
- Experience working cross-functionally within all levels of the organization, leading projects and in problem resolution
- Experience in developing, maintaining and leveraging collaborative relationships with internal and external stakeholders and business leaders, to accept recommendations, cooperate or change their behavior, facilitating the accomplishment of business goals
- Negotiation and influencing skills
- Master Degree in Actuarial Science, Mathematics, Statistics or Economics
- Access, Tableau, SQL, Visual Basic or other programming skills
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ASO Finance Customer Reporting Consultant Resume Examples & Samples
- Bachelor’s Degree in Business, Finance, Accounting or a related field
- Strong analytical, oral and written communication skills
- Experience with internal controls, SOX, and other regulation compliance and reporting
- Demonstrated ability to effectively manage deliverables in a fast paced environment
- Master’s Degree in Business Administration, CPA or similar advance degree/certification
- Advanced skill set with MS Office, Hyperion and Oracle Applications as well as knowledge of SQL
- Prior experience within the insurance industry
- Prior experience in customer reporting &/or relationship management
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SAP Fico Revenue Accounting & Reporting Consultant With S Resume Examples & Samples
- At least 5 years of SAP FI-CO in multiple implementations
- At least 1 year experience working in Revenue Recognition area, coupled with a good understanding of different Revenue Recognition scenarios
- At least 1 year of S/4 HANA Finance experience
- At least 3 years using a SAP methodology including conducting gap analysis between business requirements and SAP solutions, analyzing and preparing data migration plans, developing & executing rigorous data and process testing plans
- At least 3 years of previous consulting experience
- At least 2 years leading project workstreams
- Project Systems experience is preferred
- A good understanding of US GAAP, IFRS rules as they pertain to the Revenue Recognition, Parallel Ledgers is preferred
- Bachelor of Science or Arts or Computers or Accounting (preferred)
- Proven success implementing SAP functionality in a team environment & ability to work self-sufficiently
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Reporting Consultant Resume Examples & Samples
- Customer advocate for provisioning and maintenance projects
- Manages internal and external suppliers to ensure customer expectations are met
- Provides a technical support function for customers and account teams
- Provides effective and ongoing communications to all project stakeholders
- Demonstrates cultural sensitivity and awareness of global business reality
- Hands over the service to the Customer Care/Service Manager Units after the service delivery
- Acts as primary technical interface & specialist to customers during the Customer Provision Entry (CPE) installation/configuration, and performs the CPE configuration according to the customers requirements
- Responsible for delivering the Key Performance Indicators (KPI)
- Lead contractual negotiations with partners and suppliers
- May have overall responsibility for customer testing and integration of BT Global Services products, ensuring customer's service is configured and commissioned to meet the customer and BT's acceptance standards, and meets necessary regulator
- Bachelor degree in IT or relevant field. Master degree in specialized business filed will be an advantage
- Knowledge of diverse IT business matters
- Analytical mind with excellent data collection and analysis skills
- Customer Service and some technical knowledge required
- Analyze and interpret data to unearth weaknesses and problems, and comprehend the causes
- Assist the client in implementing the plan and resolve any occasional discrepancies
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Regulatory Reporting Consultant Resume Examples & Samples
- Oversee and monitor the regulatory exam schedule and statuses, and maintain information in a centralized database for tracking and reporting
- Identify and review regulatory issues included in supervisory letters, and enter issues into an enterprise database (Centralized Issue Tracking, or “CIT”) for issue resolution, tracking, and reporting
- Manage the creation of reporting on exam and issue statuses; including the collection, review, and distribution of written materials for Bank committee meetings
- Provide quality control to ensure consistency and accuracy of all reports
- Provide support for a variety of Risk Management & Compliance initiatives, reporting requests, and projects
- Exercising sound judgment to meet position responsibilities
- Managing or performing other tasks or projects as assigned or needed
- Experience with Archer (eGRC) applications is a plus
- Strong organization skills and attention to detail
- Excellent written and verbal communication skills, and ability to communicate effectively with senior management
- Ability to analyze reports for key information and accuracy
- High level of initiative and ownership of responsibilities, has a sense of urgency, and proactively works to gain a thorough understanding of all reporting requirements and associated deliverables and deadlines
- Knowledge of Risk/Compliance/Audit competencies
- Skilled with spreadsheets and other office applications (Microsoft Excel, Word, PowerPoint, Access)
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Senior Reporting Consultant Resume Examples & Samples
- Works independently, provides highly complex data analysis and complex data analysis and trending and provides recommendations to Management
- Provide highly complex data analysis and trending and provide observations and recommendation for review by senior management
- Consults with business leaders to determined data reporting, analysis and timing needs for current and future planning
- Develops and implements reporting deliverables and timeline for business units
- Runs highly complex and hoc reports on schedule and provides data analysis prior to delivery to senior management
- Researches complex requests and downloads data in order to prepare complex exhibits, summaries, presentations and/or reports for use by senior management
- Manipulates data using spreadsheet or database applications taking into account technical knowledge of operations, reporting formats, and objectives of data analysis
- Investigated and corrects discrepancies
- Maintains databases, ensured integrity of data and remains current on applicable business functions and technology tools
- Advance knowledge of supported business functions, workflow, systems and transactions
- Advance knowledge of technology systems processes, reporting functions and methodologies
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Reporting Consultant Resume Examples & Samples
- Design and develop state-of-the-art web-based applications and reports using the Client's Software products, Unix or NT scripts, relational database stored procedures, and API's provided by the Client's Software or by third-party software products
- Deliver Client related consulting project activities, ranging from business requirements gathering through final project deployment through medium- to long-term engagements requiring varied interpersonal and technical skills
- Assist in optimizing solutions and developing best practices for project delivery
- Work with customers to gather specifications for workflow solutions, integration or reporting requirements
- Writing SQL to analyze data, research potential issues, manipulate data, generate reports, extracts, and processing related queries used in system configuration
- Working with unique client data sources to create mapping and conversion for importing data into the Client's application
- Developing test scenarios, creating the necessary data to execute the test scenarios, exercising the test scenarios, and confirming the results
- Taking ownership and having personal initiative to proactively research and resolve client issues
- Reviewing a client's configuration and use of the application and determining ways to improve performance, usability and support ability
- Helping to develop process improvements that will facilitate knowledge transfer to others
- Identify additional product/services opportunities within a customer organization
- May participate in pre-sales and proposal activities in addition to completing ongoing project team activities
- Undergraduate degree in MIS, Computer Science, Engineering or equivalent
- 3+ years in Consulting or IT industries in a technical role
- Effective interpersonal skills (presentation, written, and oral) and the ability to communicate effectively with a variety of staff levels
- Strong positive attitude, highly motivated, and a self-starter
- Ability to work effectively as a team player with internal and external team members
- Ability to set priorities and meet deadlines in a dynamic, autonomous environment
- Familiarity and experience with any of the following technologies
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Data & Reporting Consultant Resume Examples & Samples
- Be responsible for supporting the data and reporting needs of the Medicare and Commercial markets. This includes, but is not limited to, monthly and quarterly performance reports, financial reports, and benchmarking
- Identify relevant data sources and create new data sets based on evolution of the program
- Query data from multiple sources and compile as needed
- Analyze and reconcile data to ensure accuracy of information reported
- Create various regular and ad hoc reports and presentations
- Minimum of 5 years' data management and/or data reporting experience
- Proficient in Microsoft Excel and Access
- SQL Knowledge
- Ability to understand/interpret contractual agreements
- Experience presenting and interpreting data
- Demonstrated ability to handle multiple tasks and deadlines
- Excellent written and verbal communication skills, with ability to hold educational forums at various levels in the organization
- Bachelor's Degree in Business, Healthcare, Information Management or related field
- Working experience with healthcare related data
- Web reporting experience
- Experience developing packages in SQL environment
- SAS Data Mining
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Quality Reporting Consultant Resume Examples & Samples
- Skilled in Microsoft Office Suite (specifically Excel, Word and PowerPoint
- Strong process analysis skills and ability to work in a team and collaborative environment
- Strong understanding of healthcare strategy, operations and regulatory requirements; experience dealing with varying healthcare organizations including integrated delivery networks community hospitals, academic and children's hospital systems and governmental entities
- Understanding of complex data sets; ability to standardize and create meaningful analytics (financial, process and risk analysis)
- Cerner EMR solution experience (design, build and implementation experience required)
- Ability to travel up to 70% - 80% of the time
- 2-5 years of experience in Healthcare or Information Systems
- Has participated in multiple phases of an integrated health system implementation
- Experience leading and/or facilitating organizational change
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Hospital Incentive Program Data & Reporting Consultant Resume Examples & Samples
- Be responsible for supporting the data and reporting needs of the Hospital Incentive Program. This includes, but is not limited to, monthly and quarterly performance reports, financial reports, and benchmarking
- Identify relevant data sources and create new data sets based on evolution of the program
- Query data from multiple sources and compile as needed
- Analyze and reconcile data to ensure accuracy of information reported
- Create various regular and ad hoc reports and presentations
- Minimum of 5 years' data management and/or data reporting experience
- Experience developing packages in SQL environment
- Ability to understand/interpret contractual agreements
- Experience presenting and interpreting data
- Bachelor's Degree in Business, Healthcare, Information Management or related field
- Working experience with healthcare related data
- Web reporting experience
- SAS Data Mining
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Monitoring & Reporting Consultant Resume Examples & Samples
- Support processes of generating, codifying and dissemination of good practices, lessons and Knowledge based on monitoring and evaluation results
- In close collaboration with the Regional Evaluation Specialist and Planning and Coordination Specialist, undertake capacity building of staff and partners in the region in the areas of Results Based Management (RBM), Monitoring and Evaluation from a gender quality and human rights perspective
- Ensure the incorporation of lessons learnt from reviews and evaluations into Annual Work Plans and other planning processes at country / regional level
- Disseminate feedback and lessons drawn from annual reporting processes to inform decision-making and improve quality of reporting
- Share knowledge across the organization and build a culture of knowledge sharing and learning
- Ability to provide advisory services in the area of Results Based Management (RBM), demonstrated familiarity with baseline data collection and monitoring methodologies
- Ability to provide critical analysis of programme result frameworks, particularly with regards to internal logic and coherence between different level results (project; programme; country etc.)
- Ability to synthesize program performance data and producing analytical reports in order to inform management and strategic decision-making
- Ability to effectively represent UN Women in, and contribute to UN inter-agency monitoring and reporting initiatives
- Capacity to work with diverse partners including governments, civil society and women's groups
- Ability to lead implementation of new systems and affect staff behavioral/ attitudinal change
- Strong IT skills and ability to utilize new information technology for optimizing organizational performance
- Ability to manage for results including excellent planning, goal-setting, prioritization and organizational skills
- 7 years of relevant national/international working experience in international development with substantive experience in the area of development and or gender equality and women’s empowerment issues
- Preferably 5 years of which experience working in the area of monitoring and reporting, including proven track-record in the design and implementation of comprehensive monitoring systems
- Experience in the United Nations, UN Women and/or other multilateral organization, field work experience, are highly desirable
- Good knowledge of research methods, solid understanding of knowledge management, and knowledge of ATLAS and Prince II considered an asset
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Senior Fund Reporting Consultant Resume Examples & Samples
- Assist in the compilation and review of the annual and semi-annual financial statements and Management Report of Fund Performance (MRFP) of the various Invesco Canada family of products, specifically funds with complex accounting or reporting issues
- Prepare and review financial data for Fund Facts documents, ETF Facts, Quarterly Portfolio Disclosure, simplified prospectus, annual information form, and any other regulatory report, as required
- Prepare, analyze and review regular and ad-hoc reports on Fund performance, security holdings, security classifications, and sales and asset levels for internal and external users
- Prepare and review periodic reports for internal reporting to management and various departments
- Proactively analyze and clearly communicate issues and suggested solutions to management on varying reporting, accounting or other related items
- Provide senior level constructive feedback to analysts following reviews of their deliverables
- Design and develop new financial reporting controls and provide technical analysis support to the Fund Reporting team
- Use strong change management skills to assist in the planning and implementation of departmental initiatives
- Suggest continuous improvement ideas and assist in the implementation of new departmental efficiencies
- 3 to 5 years of experience in the mutual fund industry required; preferably with experience in fund accounting/fund reporting
- Knowledge of various types of derivatives and their financial statement disclosure requirements
- Advanced knowledge of MS Office; particularly Excel, Word and Access
- Knowledge of International Financial Reporting Standards (IFRS) and financial statement preparation best practices
- Knowledge of Canadian Securities Administrators National Instrument 81-102, 81-106 and Canadian Mutual Fund Regulatory framework
- Awareness of emerging accounting issues and industry trends
- Knowledge of back office fund administration procedures and controls
- Strong oral and written communication skills with the ability to clearly articulate accounting issues and their impacts
- Strong research skills and ability to think strategically about costs/benefits
78
Management Reporting Consultant Resume Examples & Samples
- Working knowledge of PeopleSoft
- Microsoft Office/Suite proficient
- Solid analytical, mathematical, and research skills
79
Forecast Reporting Consultant Resume Examples & Samples
- Requires Bachelor's degree in business or related field
- 5-8 years progressively responsible experience in data collection, analysis and reporting; or any combination of education and experience, which would provide an equivalent background. Advance degree preferred
- Medicare and/or Medicaid regulatory reporting experience is required with advanced understanding of CMS guidelines
- Experience in forecast reporting preferred
- Knowledge of the health care industry required
- PEGA platform experience preferred
80
Statistical Reporting Consultant Resume Examples & Samples
- Manages monthly Third Party Administrator provided policy and claim inventories; ensuring data quality and accuracy
- Generates the monthly valuation extracts; reviewing and managing the data overlays
- Executes monthly controls precisely
- Collaborates with Third Party Administrator and Operations in order to resolve extract defects
- Develop process improvements in order to gain efficiencies and execution of automatic controls; creating well-organized, repeatable, and auditable processes therefore creating capacity for analytics
- Assists in preparation and analysis the financial statements, which includes monthly financial close process support
- Works collaboratively with other teams to provide data for analytical reporting
- Ability to work independently, as well in a team, manages time and resources to accomplish multiple tasks and meet deadlines
- Effective communication with internal and external customers
- Ability to adapt to change and value diverse opinions and ideas
- Knowledge and understanding of processing systems and applications
- Knowledge of computer applications, including Microsoft Office Suite and other business related software
- Bachelor's degree in Mathematics, Statistics, or Actuarial Science or equivalent
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Senior Developer, Reporting Consultant Resume Examples & Samples
- Communicate and collaborate with business teams. Analyze requirements documentation and technical specifications for incorporation into development work
- Design and develop SSRS reports. Create database views. Performance tuning at database and reporting layers
- Co-ordinate development activities with offshore team
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HCM Reporting Consultant Resume Examples & Samples
- 3+ years of HCM report writing experience with enterprise reporting tools for ERP systems (SAP, Oracle, Workday, etc.)
- Extensive knowledge of building HCM Management reports for management and executives
- 1+ years of experience with reporting, data warehousing, and/or business intelligence software (Tableau, Cognos, OBIEE, MicroStrategy, SAP Business Warehouse, Informatica, QlikView etc.)
- Familiarity with big data concepts and analytics tools a plus
- LI-TB
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Regulatory Reporting Consultant Resume Examples & Samples
- Extensive preparation of quarterly, monthly, and weekly Federal Reserve filings, including but not limited to: FR Y-9C & LP, FR Y-11, FR Y-6, FR Y-10, FR Y-14, FR Y-15, or FR Y-12 ; FR 2004, 2900, 2314, or 2644; and/or FFIEC 031, 041, 009, or 002
- Preparation of Treasury International Capital Bank Reports (TIC)
- Preparation of financial statements for a bank or bank-holding company
- Minimum of 8-10 years of experience working at a bank or bank holding company
- 4-year bachelor degree required; MBA preferred
- Big 4 or large consulting firm experience is highly preferred
- Past participation in a Federal Reserve Bank exam, either as an examiner or while working for a bank or bank-holding company
- Experience in legal entity controllership within a bank or bank-holding company preferred
- Working knowledge of bank regulatory reporting tools, including but not limited to Axiom
- Experience working with external regulators: Federal Reserve Bank, SEC, FINRA, NYMEX
- Advanced Excel skills and an aptitude to learn new systems quickly
- Complimentary experience in Basel 2.5 or 3 reporting and/or in CCAR or DFAST stress testing is a plus
- Business Analysis skills, such as gathering user requirements, developing functional and technical specifications, and writing Business Requirement Documents (BRDs), are a plus
- Ability to multi-task, demonstrate a sense of urgency, and meet reporting deadlines
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Senior Reporting Consultant Resume Examples & Samples
- Manage a portfolio of clients and work to develop a reporting strategy and recommend best practices
- Build and modify custom reports that satisfy business requirements
- Business Admin (BA) / Bachelor of Science (BS) or equivalent experience
- Strong verbal, written, and presentation skills
- Ability to effectively utilize data and system tools
- At least 2+ years in a related customer facing role
- At least 2+ years work experience with data reporting and analysis
- Excellent oral and written communication skills in English language to deal effectively with technical, non-technical and business individuals
- Experience with Business Intelligence solutions is preferred
85
Reporting Consultant Resume Examples & Samples
- Ensures data integrity, format, collection and presentation
- Consults with business leaders to determine data reporting, analysis, and timing needs for current and future planning
- Develops and implements reporting deliverables and timeline for each assigned project
- Participates on project teams that may span the entire organization or multiple LOB’s responsible for overseeing improvements to data collection, output, reporting, analysis, and/or presentation
- Researches requests and downloads data in order to prepare complex exhibits, summaries, presentations, and/or reports for use by senior leadership
- Investigates applicable business functions and technology tools and maintains databases
- Demonstrated expertise in data reporting, analysis and trending
- Technical knowledge of operations, reporting formats, and objectives of data analysis
- Team player with a highly professional demeanor
- Experience working in location strategy or process improvement strategies
- Can manipulate data using spreadsheet or database applications
- 3+ years of related work experience
- High level of computer skills including Microsoft Office with strong Excel proficiency
- Ability to multitask in a fast paced environment and react to change positively
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Senior Reporting Consultant Resume Examples & Samples
- Support Investment’s Executive Operations and Front Office. Individual will need to be knowledgeable, understanding the market factors and business strategies for all information which impact the results reported. Solid communications with asset sector managers and traders, along with a strong understanding of fixed income markets, are critical success factors for this role
- Provides very complex data analysis and trending and provides observations and recommendations for review by senior management; Runs complex ad hoc reports on schedule and provides data analysis prior to delivery to senior leadership
- Remain at the forefront of applicable business intelligence technologies, discovering and implementing solutions to the needs of the Front Office and Executive Operations for reporting, data access, and data quality
- Leads project teams that may span the entire organization or multiple LOB’s responsible for overseeing improvements to data collection, output, reporting, analysis, and/or presentation
- Respond to and fulfill ad hoc queries from Executive Operations, Front Office, and Finance in the most efficient, thorough, effective and timely way possible
- Maintains databases, ensures integrity of data, and remains current on applicable business functions and technology tools
- Build strong working relationships with the rest of Investment Operations, as well as IT and other front office groups
- Advanced knowledge of technology system processes, reporting functions, and methodologies
- Strong analytic, communication and interpersonal skills
- Broad fixed income investments experience
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Research & Reporting Consultant Resume Examples & Samples
- Proven ability to design and build reports and provide analysis in an understandable format, as generally evidenced by 5-7 years of programming, analysis and project work
- Bachelor’s Degree with an emphasis in MIS, Business or related field required
- Demonstrated experience leading financial modeling, research and reporting projects
- Strong analytical and problem solving skills, including the ability to create solutions to complex and/or loosely defined assignments
- Strong written and presentation skills, especially in communicating complex technical information to non-technical audiences
- Seasoned expert in advanced features of a variety of programs which may include Excel, Access, SQL, Visual Basic, Business Objects, SAS, JCL, and Business Intelligence tools
- Must be able to learn new technology quickly to assess current systems against new software and determine best solutions for providing results
- Demonstrated ability to build rapport at all levels
- Strong organizational skills including managing multiple projects and priorities
- Must be able to carry out diverse assignments in a fast paced environment
- Self-starter with ability to work independently with minimal direction and supervision
- Proven ability to apply business consulting and project management skills to meet required outcomes
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Reporting Consultant Resume Examples & Samples
- Working with business partners and clients to complete necessary documentation to request a project
- Serves as lead for the team, may allocate work; provides subject matter guidance
- Provide training and navigational support to end users
- Requires breadth and/or depth of skills in a range of processes, procedures and systems, or acts as the subject matter
- Opportunity to work remotely*
