Reporting Senior Analyst Resume Samples
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Reporting Senior Analyst Resume Samples
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RZ
R Zulauf
Rae
Zulauf
56331 Botsford Tunnel
Boston
MA
+1 (555) 276 4749
56331 Botsford Tunnel
Boston
MA
Phone
p
+1 (555) 276 4749
Experience
Experience
Philadelphia, PA
Reporting Senior Analyst
Philadelphia, PA
Kreiger, Hahn and Wehner
Philadelphia, PA
Reporting Senior Analyst
- Supporting IAG system maintenance and problem management whenever necessary
- Onboarding Cycle Time
- Recruiting Cycle Time
- Activity Levels (terms, data changes, new onboarding, etc
- Quarterly summary decks by Leadership Level reviewing activity levels and trending
- Designing insightful report views (excel-based, tool-based or dashboards)
- Manage reporting change requests
Phoenix, AZ
Regulatory Reporting Senior Analyst
Phoenix, AZ
Moen Group
Phoenix, AZ
Regulatory Reporting Senior Analyst
- Oversee the work of other team members and support their development
- Assists in producing reports for management information
- Provide support to in-country Finance teams on an ad-hoc basis (e.g. audits, regulatory inquiries)
- Ongoing review and development of current processes to increase efficiency
- Team management responsibility
- Provide support to country Finance teams on an ad-hoc basis (e.g. audits, regulatory inquiries)
- Maintenance and further development of key controls including reconciliations, variance analysis and mapping reviews
present
New York, NY
Analysis & Reporting Senior Analyst
New York, NY
Morar and Sons
present
New York, NY
Analysis & Reporting Senior Analyst
present
- Develop and enhance mainframe and desktop-based reporting to support business planning and performance management
- Provide comprehensive business analysis, decision support and financial guidance to senior managers
- Support budgeting, tracking, strategic planning
- Design, develop and deliver transaction level and aggregate level reporting, including process exception reports, colleague performance scorecards, health of process heat maps, key performance indicator reporting, etc
- Implement automation of standard reporting
- Manage projects to timely completion and communicate status updates, including risks to deadlines
- Identify business opportunities
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
The George Washington University
Bachelor’s Degree in Accounting
Skills
Skills
- 2 years’ experience building reports in Tableau
- Ability to manage multiple ongoing tasks and balance workload effectively against deadlines
- Excellent communication and presentation skills
- Excellent organizational and time management skills
- 5 years’ experience of data gathering tools and proficiency with business intelligence reporting tools
- Able to work effectively and flexibly with Operations resources from different Accenture and client global locations
- Proficient in Microsoft applications (Word, PowerPoint, Excel, IE, Outlook)
- Organizational Skills. Able to organize a repository with a big set of documents, control versions, etc
- Knowledge of BI tools such as Tablau/ Power BI
- Excellent oral and written communications skills in English language
15 Reporting Senior Analyst resume templates
Read our complete resume writing guides
1
AML Metrics Reporting Senior Analyst Resume Examples & Samples
- Develop complex SQL queries in a fast-paced environment
- Analyze and report data trends to Senior Management
- Enhance and improve processes by reducing redundancies in queries/code
- Design and develop strategic analytics to drive overall program initiatives
- Interface with team leads to define reporting requirements
- Track and communicate project status to team and management
- Develop robust reports utilizing tools such as SQL Developer, Business Objects, and Qlikview
- Enhance the on-going development of Cross Sector Access databases
- Conduct testing on SQL queries/reports
- Minimum of 5 years technology/reporting experience required
- Technical proficiencies in Oracle(or other DBMS)/Database Reporting/VBA required
- Advanced database and SQL knowledge to develop data stores, queries, etc
- A fundamental understanding of data models and experience with relational databases
- Intermediate knowledge of Crystal Reports, Business Objects and/or Qlikview a plus
- Ability to analyze data and metrics to identify risk, performance and quality issues, and variances/trends
- Awareness of AML regulation and banking products
- Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community - Strong attention to detail
- Must be able to adhere to strict expectations where accuracy and timeliness are concerned
- Must be a self-starter, flexible, innovative and adaptive
2
SEC Reporting Senior Analyst Resume Examples & Samples
- BA/BS in Accounting or Finance (or business related degree), CPA preferred
- 3-5 years of increasingly responsible public accounting (preferably Big 4) and/or financial accounting experience (such as SEC accounting/reporting or technical accounting)
- Strong technical knowledge of U.S. GAAP and SEC accounting and reporting requirements and experience in dealing with SEC rules and regulations, internal controls and accounting systems
- Experience with WebFilings and Hyperion Financial Management a plus
- Attention to detail, strong work ethic, keen analytical and problem-solving skills and the ability to learn new systems and processes quickly
- Ability to work in a fast-paced environment, manage competing priorities and bring projects to completion, adhere to tight deadlines and adept at handling change, while maintaining composure and focus
- Excellent time-management and organizational skills
3
Tax Information Reporting Senior Analyst Resume Examples & Samples
- Responsible for managing all tax withholding and reporting obligations on behalf of Citi and its subsidiaries
- Oversee the coordination, preparation and filing of various tax forms such as Form 1099, 1042S, 1098, etc
- Provide tax guidance as well as respond to a wide range of complex questions related to tax withholding and reporting coming from our internal business partners. Interface with Accounts Payable Department, Compliance and Legal teams to ensure compliance with Regulatory rules and implement technical implementations supporting the same
- Research and identify regulatory changes
- Oversee the maintenance of tax records, form validation as well as assist with tax preparation and research to successfully complete internal and external audits
- College degree and previous tax information reporting experience is required
- Candidate must possess a firm knowledge of IRS, FATCA and Hacienda information reporting regulations in relation to global and P2P vendor payments
- Must be able to research complex tax questions and issues and accurately communicate findings to manager and internal customers
- Able to handle multiple tasks under deadline pressure
4
Trade Transaction Reporting Senior Analyst Resume Examples & Samples
- Oversight of the Transaction Reporting process
- Timely and accurate production of key MIS reports to Global audience enhancing format and frequency where required
- Investigation of issues arising from the Transaction Reporting process and escalation to management where appropriate
- Extensive liaison with internal customers, notably IT, Front Office and Compliance Management, foster partnership with key contacts with open and honest feedback
- Identify enhancements to the technology infrastructure
- First level review of MCA and other similar risk management programmes identifying and articulating process deficiencies
- Monitor corrective action plans
- Co-ordinate testing of any Transaction Reporting related project work
- Work extensively with Change Management team and Quality Assurance team, to continually challenge and improve reporting process, articulating process risks
- Work with Change Management team in implementing business change, driving the requirements for Trade and Transaction Reporting, confirming that Business Requirement documents and Test plans are provided ahead of User Acceptance testing to confirm that Transaction Reporting accuracy and completeness are maintained
- Work with business and compliance in responding to internal and external business requests, and regulatory inquiries
- Identify, prioritise and resolve issues raised relating to TR issues, where required liaising with Compliance having determined materiality of issue
- Provide oversight for real time trade reporting, liaising closely with Compliance, Middle Office and Technology ensuring metrics are reviewed, validation exceptions promptly resolved, and issues escalated to senior management
- Review submissions for end of day Trade Reporting, ensuring that data attributes are completed, ensuring metrics are reviewed, validation exceptions promptly resolved, and issues escalated to senior management Submission of weekly / monthly reports to European Debt Management Offices and Central Banks required for Primary Dealers, reviewing data to ensure it meets requirements ahead of submission
- Team player who works well with colleagues of all levels in achieving value-added results
- The ideal candidate should have banking experience
- Ability to build productive working relationships across Operations, Compliance, Technology and Audit (internal and external)
- Ability to interpret issues raised by and summarise the key issues to senior management and other stakeholders
- Proven experience developing creative solutions to problems
- Understand impact of external factors (e.g. regulatory changes) on departmental strategy
- Proven track record of temporary and permanent members of staff, managing business and personnel issues
- Self-starter, able to work on initiative and organise themselves well
- Able to build effective working relationships quickly and maintain them
- Focused on providing a high standard of service to clients
- Ability to communicate ideas at a high level for management and at the detailed level for staff
- Proven experience in Securities and Banking Operations, or in a Control or Regulatory/Compliance function
5
Data & Reporting Senior Analyst Resume Examples & Samples
- Managing the Wealth BRSR database, ensuring full functionality, data hygiene, and maintenance
- Acquiring data from disparate sources and bringing into the Wealth Analytics environment, as required
- Understand the flow, transformations and sources of data within the group
- Automation of the flow of data, e.g. DTS, and ETL
- Handling data, including transformations, manipulations, and integration
- Acting as a Data SME for the entire Wealth Strategy team, and for the ANO reporting team, providing expert knowledge and data stewardship, including serving on the Data Steward committee for the Chief Data Office initiative
- Horizontally managing the documentation of all team processes, reports and applications
- Horizontally managing the de-risking the team's data environment
- Continuously work towards optimization of all processes and applications
- Providing support to the Wealth Data Strategy initiative, as required, in terms of accessing and understanding data, and the creation of data definition
- Must be an expert in the usage of MS Access, MS Excel, SQL, SAS base, SAS EG, UNIX, Mainframe, MS .NET and VB
- Must be an expert in the automation of the flow of data using ETL, DTS, MS Access, SAS methodologies
- Must be an expert at building and supporting OLAP tools such as Cognos, Business Object, Tableau, Microstrategy, etc
- Must understand database structures
- Experienced in building business analytics for financial services
6
Regulatory Reporting Senior Analyst Resume Examples & Samples
- Production & delivery of daily, monthly & quarterly prudential regulatory returns and monitoring reports
- Oversee the work of other team members and support their development
- Knowledge of an additional EMEA language is an advantage
- 5-7 years of work experience in financial reporting / auditing / accounting roles
- Knowledge of capital and financial market products and Basel II/III
- Prior experience in a regulatory or risk reporting role is an advantage
- Professional communication & interpersonal skills
7
Regulatory Capital Reporting Senior Analyst Resume Examples & Samples
- Work with team in building an end-to-end framework for external reporting, including consumption of data, analysis of results, and production of reports and templates
- Collaborate among several teams within GECC in the development and maintenance of an attestation model. Review attestation results and assess the impact to regulatory reporting and its control environment
- Develop processes for the ongoing substantiation of reporting results – such as variance explains, analytical reviews, and impact of business drivers/firm strategy to capital ratios
- Oversee issues related to the quality, accuracy of reporting, and technology. Track, prioritize, and influence the resolution of issues
- 5+ Years Banking/Finance experience, preferably in regulatory, financial, or SEC reporting
- Working knowledge of the Basel Capital rules and standards
- Inquisitive mindset, highly organized and attention to detail
- Process management/re-engineering experience a plus
- Referrals will only be eligible for the special incentive referral bonus payout based on date of referral submission during special program eligibility dates. All other guidelines under the WDYK program are applicable
8
Metrics & Reporting Senior Analyst Customer Production Resume Examples & Samples
- Providing daily/weekly/monthly operational performance information in a timely, accurate, and secure manner with data integrity
- Teaming with Dell Service Delivery Managers and Customer Delivery Executives to produce timely customer deliverables and define reporting and data requirements
- Promotes the SBI ’s portfolio of products and services and may act as a SBI point of contact for the account
- Working with vendors and the internal customers to define business rules associated with data input and tracking
- Creating and distributing routine and ad-hoc reports in support of non-standard requirements
- Performing analysis to validate the accuracy of data being reported and providing trend/early-warning analysis,
- Applying analytical skills to evaluate and interpret situations/problems using multiple sources of information
- Capable of developing efficient technical processes for acquiring, modifying, and manipulating data
- Complete understanding of a Customer Statement of Work (SOW) in relation to Outsourcing activities in fulfilling and meeting Customer SLA’s
- 2+ years of previous experience in a Business Analysis and/or Reporting role
- Ability to work early morning shift as needed to support the account's reporting deliverables
- Advanced Microsoft Excel, Access, PowerPoint and SQL knowledge required
- Excellent communication skills and the ability to develop good working relationships
- Demonstrated customer focus
- Excellent time management and work prioritization, ability to multi-task
- Experience in Data Source systems – capable of writing relatively complex SQL statements to create sophisticated analytics
- Experience in information publication system – capable of publishing modestly complex reports (Excel, Access, SharePoint, PowerPoint, BI tools, etc…)
- Strong analytical and problem solving skills with attention to detail
- Strong Intellectual Horsepower – ability to learn new tools and understand customers’ environments in a rapid fashion
- Complete understanding of a Customer Statement of Work in relation to the activities in fulfilling and meeting Customer SLA’s
- Master’s degree – preferred
9
Commercial Bank Risk Risk Reporting Senior Analyst Resume Examples & Samples
- Understand basic data collection techniques and create reports that compile the data into simple and understandable formats such as dashboards, tables, graphs, etc. for use by executive and production management teams
- Create, maintain and assist with developing new and existing Access databases and other reporting tools for use in streamlining business processes
- Serve in a backup role within the group’s reporting hierarchy and provide assistance with multiple on-going projects
10
SQL Reporting Senior Analyst Resume Examples & Samples
- Analyze and report data trends to Senior Management
- Enhance and improve processes by reducing redundancies in queries/code
- Design and develop strategic analytics to drive overall program initiatives
- Develop robust reports utilizing tools such as SQL Developer, Business Objects, and Qlikview
- Enhance the on-going development of Cross Sector Sql Server databases
- Conduct testing on SQL queries/reports
- Technical proficiencies in Oracle and SQL Server Databases and Reporting/VBA required
- Advanced database and SQL knowledge to develop data stores, queries, T-SQL, etc
- Intermediate knowledge of Crystal Reports, Business Objects and/or Qlikview a plus
- Must be a self starter, flexible, innovative and adaptive
11
Oversight & Control Ccb Control Reporting Senior Analyst Resume Examples & Samples
- Assist in the migration of CCB Controls Reporting to RADAR - the Corporate Controls Reporting Tool – and evaluation other Business Intelligence (BI) tools as needed
- Engage with the LOB Control Teams and CCB Central Support Program teams to identify control reporting needs. This includes metric identification, reporting views, report frequency, use and distribution
- Assist in the development of new reporting solutions leveraging BI tools to support the reporting needs of the CCB LOB Control Teams and the CCB Central Support Program teams
- Evaluate existing reporting and assist in creating execution plans for the development and roll-out of new reporting and enhancements to existing reporting
- Assist with creation of data requirements, data mapping, data aggregation, data reconciliation and testing as needed for reporting
- Partner with the Control Room to coordinate end user training
- Develop additional CCB specific training as needed
- Bachelor's degree in engineering, information technology, finance, or other business related field
- 3+ years experience in the financial services industry to include technology, business operations, oversight & controls, program management, or risk management
- 3-5 years experience developing reporting and analytics leveraging Business Intelligence tools; experience with Cognos, Business Objects, ALM, and/or Qlikview desired
- Advanced Access, Excel and PowerPoint skills; Experience with SharePoint and Phoenix desired
- Self-motivated & confident decision-maker with the ability to demonstrate leadership, challenging and influencing change where necessary
- Results oriented/self-motivator
12
Commercial Bank Risk Risk Reporting Senior Analyst Resume Examples & Samples
- Assist with the conversion of existing queries and reports to a new standardized structure to improve reporting accuracy and efficiencies
- Develop standards, guidelines, quality assurance procedures, and documentation for Business Intelligence processes
- Serve in a backup role within reporting hierarchy and provide assistance with multiple on-going projects
- Excellent quantitative, analytical, and problem solving skills
- Advanced level of proficiency in creation of MS and Oracle SQL queries, tuning, indexing, table partitioning, etc… required. SAS coding a plus
- Must have strong organization and time-management skills - Ability to work in a collaborative, dynamic team environment and interact at all levels to ensure reliability, availability, scalability, and performance of Business Intelligence solutions
- Experience in risk management in credit and market risk is highly desirable
- Knowledge or understanding of loan documentation/current real estate market trends
- Minimum of 1+ years - Experience of Business Intelligence technologies such as SSIS, SSRS, SSAS, and supporting concepts including OLAP, analytics, data mining, benchmarking, and predictive analytics preferred
13
Commercial Bank Risk-risk Reporting Senior Analyst Resume Examples & Samples
- Provide daily reporting on business operations
- Extract, filter, and sort business data sourced from appraisal information systems. Create and maintain manual entry logs and reports where system data cannot be obtained
- Summarize data extracts into management-level report tables and graphs using advanced MS Excel functions and pivot tables
- Perform data validation, including identifying unusual observations, and escalating errors for correction
- Write and maintain reporting procedures
- Collaborate closely with staff and managers to understand information requests and reporting needs
- Document new reporting requirements or enhancements, and convey possibly complex requirements to developers
- Test reports for accuracy as part of internal quality control and user acceptance testing
- Demonstrated ability using advanced MS Excel functions and pivot tables
- Experience extracting and manipulating data from system applications. Experience with real estate appraisal systems and data is preferred but not required
- Deliberate attention to detail and ability to reconcile data across reports to ensure accuracy
- Experience working in a setting where collaboration among peers and managers was required
- Strong organizational and time-management skills with the ability to prioritize and deliver results on deadline
- Bachelor’s degree or equivalent work experience is required
- Risk Management experience in Financial Services is desired but not required
- Two plus years of experience with real estate appraisal is preferred but not required
14
Csre Real Estate Client Reporting Senior Analyst Bangalore Resume Examples & Samples
- Create financial and operational reports to enable effective decision-making on business lines around the globe
- Support the global team in timely co-ordination and preparation of reports and help the organisation to analyse data on the real estate portfolio and infrastructure
- Understand the various reporting activities performed across regions and automate the manual processes
- Continuously evaluate and re-engineer processes in order to make them more efficient and accurate
- Work with data specialists on feeds from various systems and build business reports in the ERP
15
Human Resources Metrics & Reporting Senior Analyst Resume Examples & Samples
- 6+ years of related work experience
- Advanced Excel skills, and Intermediate/Advanced Word and PowerPoint
- Ability to work with large datasets
- Strong research, analytical, decision making and problem solving skills
- Able to effectively communicate complex technical concepts and ideas in a non-technical, simple manner across different levels of an organization
- Ability to acquire skills, tools, knowledge, other resources and take on additional duties to accomplish a task or goal
- Demonstrated advanced/intermediate knowledge of a scripting, programming or querying language
- MBA or advanced degree
16
Asset Management Overdraft Reporting Senior Analyst Resume Examples & Samples
- Exceptional customer service delivery
- Strong organizational, problem solving and analytical skills
- Solid aptitude with Microsoft Suite (Excel intermediate to advance preferred)
- Experience in cash management preferred
17
Portfolio Management & Reporting Senior Analyst Resume Examples & Samples
- Experience in the broker-dealer industry or related financial services
- University degree in a business , accounting or technology discipline
- Familiarity with project and program management concepts
- User knowledge of a PPM solution, preferably Innotas
- Advanced knowledge of MS Excel and Powerpoint
- Ability to prioritize work and manage within agreed timeframes
- Excellent team player and exposure to dealing with different nationalities
- Reconciliation skills and attention to detail
18
Oversight & Control Ccb Control Reporting Senior Analyst Resume Examples & Samples
- Data extracts, analysis, and report design and development
- Develop and manage MB Control related MS Access applications for tracking and reporting Issues/Action Plans, Controls, and RCSA testing
- Gather information and report status for various corporate oversight groups and initiatives
- Able to organize, manage and prioritize assigned tasks across several groups and team leads
- Experience using various Business Intelligence tools
- Advanced experience with database development, coding, and data extracts
- Solid facilitation skills required to gather requirements across multiple group and organizational levels
- Ability to understand both strategic and tactical direction and extrapolate functional process flows and business requirement
- Strong organization and multi-tasking skills are critical
- 4+ years of experience in data analysis, database design
- Background in creating training or procedure documentation is a plus
- Strong working knowledge of MS Excel advanced data manipulation functions such as pivot tables, VLOOKUP, data validation and conditional formattin
- Working knowledge of MS Access, VBA and SQL
19
Tax Information Reporting Senior Analyst C-avp Resume Examples & Samples
- 5+ yrs relevant Tax Reporting experience
- Previous Leadership experience required
- Knowledge and experience with Tax Information Reporting functions
- Experience in documenting processes, Controls design and Project Management strongly preferred
- Outstanding communication (oral and written) skills with Spanish fluency preferred
- Proficient in Microsoft PowerPoint, Excel and Project
20
Reporting Senior Analyst Resume Examples & Samples
- Headcount Trending
- Preferred Supplier Performance Metrics
- Recruiting Cycle Time
- Preferred Supplier Compliance
- Activity Levels (terms, data changes, new onboarding, etc
- Quarterly summary decks by Leadership Level reviewing activity levels and trending
- Bachelor’s degree strongly preferred
- 5-7 years professional Services experience
- Expert level Excel and Powerpoint skills
- Exemplary communication skills, including written capabilities
- Detail oriented and strong organizational and follow through skills
21
Regulatory Reporting Senior Analyst Resume Examples & Samples
- Prepare & deliver daily, weekly, monthly & quarterly statistical/regulatory reporting returns
- Maintenance and further development of key controls including reconciliations, variance analysis and mapping reviews
- Prepare and update procedure notes for all returns as required
- 3-6 years of Accounting or financial reporting or audit experience
- Prior experience in a statistical and/or regulatory reporting role is an advantage
22
Regulatory Reporting Senior Analyst Resume Examples & Samples
- Manage the preparation & delivery of daily, weekly, monthly & quarterly statistical or prudential regulatory reporting returns
- Team management responsibility
- 4+ years of Accounting or financial reporting or audit experience
23
Info Security Reporting Senior Analyst, AVP Resume Examples & Samples
- Support the GPO – CRM & Business Advisory in meeting any ad hoc requirements related to Client Relations
- Identifying improvement opportunities and additional functions to bring into Shared Services
- Working in partnership with on-site Service Delivery Managers / Operation Teams
- Excellent Excel and PowerPoint skills – advanced skills needed
- Bachelor’ degree or higher with a concentration in Information Technology, Computer Science or Cyber Security or related field is an advantage
- 5+ yrs business experience
- 3+ years of relevant experience in a similar environment
- Ability to travel 5-10%.Experience managing client relations
- Good ability to develop understanding of the Information Security requirements
- Ability to develop strong relationship with well-developed diplomacy skills
24
Information Security Reporting Senior Analyst Resume Examples & Samples
- Create a positive Client experience, understanding the client perspective and supporting their needs
- Support the management and communication of changes to the businesses
- Provides periodic IS risk management reports highlighting key issues and correction action plans; monitors implementation of approved plans
- Create and maintain an internal interaction model that will ensure cascading of communication with operational roles and seamless delivery
- Develop and articulate the product value propositions
- Facilitate partner meetings, documenting minutes and reporting progress
- 5+ yrs of business experience required
- Strong people management skills focusing on development and growth of team
- Excellent communication skills required with the ability to communicate at a senior level
25
SEC Reporting Senior Analyst Resume Examples & Samples
- Preparation of supporting information used to compile Consolidated Financial Statements, Notes and MD&A
- Implementation and compliance with internal controls and SOX
- Coordination with various employees throughout the organization to receive necessary input and disclosure support, as well as with the Company's external auditors
- Review the Company's SEC filings to ensure compliance with disclosure requirements
- Assist in preparation and review of XBRL exhibit filed with the Company's quarterly and annual reports
- Assist with determining the implications of new accounting standards on the Company and assist with associated implementation projects
- Help with research and documentation of the Company's position in regard to complex accounting issues
- Ability to work in a fast-paced environment with significant deadlines
- 2 - 5 years of SEC Reporting experience and/or Public Accounting experience
- Experience working with Workiva and XBRL
26
Regulatory Reporting Senior Analyst Resume Examples & Samples
- Bachelors Degree required /MBA a plus
- 5 + years experience working in a finance environment, with Regulatory Reporting, Financial Reporting or Audit experience
- Familiarity with financial systems required
- Operations and Product knowledge in Banking required
- Proficiency in MS Office Products (Excel, Word, PowerPoint. Access/SQL preferred)
- Familiarity with BlueWorks
- Ability to grasp and master new concepts/requirements and related product/functional knowledge
- Attention to detail with a high degree of control and emphasis toward quality
- Excellent verbal and written communication skills and ability to facilitate discussions
- High caliber team player with good judgment, flexibility and productivity
- Quick learner, customer focused with ability to multi-task and work in a fast paced changing environment
- Ability to work well under pressure and manage to tight deadlines or unexpected changes in expectations or requirements
- Strong relationship and teamwork skills with hands –on approach
27
SQL-mis / Reporting Senior Analyst Resume Examples & Samples
- Partner with Operations Managers to understand their day-to-day reporting business requirements, and design/implement reporting solutions to meet those requirements
- Bachelor's degree or minimum of 5 years of related work experience
- A fundamental understanding of data models and experience with relational databases
- Knowledge of Business Intelligence tools is a plus: Microstrategy, Cognos, Qlikview
- Self-starter, very organized, highly proactive, able to communicate with senior managers
28
Regulatory Reporting Senior Analyst Resume Examples & Samples
- Bachelors/MBA degree
- 5 + years experience working in an accounting/finance environment, including familiarity with financial systems
- Accounting, Regulatory reporting or Audit experience, CPA preferred
- Operations and Product knowledge
29
SQL Data & Reporting Senior Analyst, Finance Resume Examples & Samples
- Provides budget, forecast, and variance analysis and related reports as needed
- Conducts financial research, analyzes financial performance against objectives, and determines emerging financial trends
- Provides rationale behind reports and analysis and relays them in simple terms
- Creates and maintains statistical/financial databases and reports. Runs appropriate weekly, monthly, and annual reports
- Interacts as team member and sets the pace for the Financial Analysts team. Interfaces with other department member on special projects or on an as-needed basis
- Performs additional Business Operations duties and tasks as required
30
Commercial Bank Risk-risk Reporting Senior Analyst Resume Examples & Samples
- Design, build, and implement new customized reporting formats on a BAU and ad hoc basis for internal support to executive and production management teams
- Create, maintain and assist with developing new and existing reporting platforms such as Business Intelligence platforms, SSRS, SQL, SAS, Business Objects, Access Databases and other reporting tools for use in streamlining business processes
- Analyze data and reporting solutions to understand business impacts, correlations and discrepancies, and to propose changes and alternative solutions. Manipulate, test, and validate large data files & understand impacts across and downstream for these reports and processes
- Drive multiple projects to completion with minimal supervision and self manage to target due dates and deliverables, effectively communicate highly technical reporting processes to all organizational levels and ability to immerse oneself into the business processes, policies and procedures that are involved
- Excellent quantitative, analytical, and problem solving skills. Must demonstrate a strong technical aptitude with the ability to understand and create reporting solutions
- Strong communication skills, with the ability to effectively liaise with business partners on a consistent basis
- Experience in risk management and credit risk is highly desirable
- Intermediate level proficiency in creation of SQL queries and/or SAS coding preferred
31
Deposit Analytics & Reporting, Senior Analyst Resume Examples & Samples
- Develops, supervises and manages the development of the Deposit Analytics Function, including developing ongoing reporting to support the business
- Monitor the performance of the deposit portfolio and present insights on the risks and opportunities to Senior Management. Develop dashboards and executive summary reports based on key performance indicators
- Responsible for data mining the data warehouse and creating insightful data-driven analysis/reports for the deposit products team and/or business partners
- Identify unusual trends and thoroughly researching variances, using both audience-based technical and nontechnical terminology to make recommendations to management and business partners
- Assist with rebuilding existing reports to streamline processes and adjust approved logic changes and/or report modifications
- Provide support in developing analysis of strategic initiatives and business cases
- Works with vendors to include TIAA DIRECT in industry reports to enable benchmarking capabilities and develops performance summaries
- Partners with technology to continue the development of the Bank Data Repository and automates report for business consumption
- Advanced expertise in data mining (SQL) with experience working with business intelligence tools.(SAS, SQL Assistant, Oracle SQL Develop -can provide examples
- Minimum of 5 years’ of analytical experience in a large bank
- Developed & implemented Business Intelligence Solutions (5 years)
- Banking or payments industry (2-5 years)
- Modeling experience (2 years)
- Strong knowledge of data warehouse systems
- Above average verbal and written communication skills
- Strong organizational, time management and customer service skills
32
Treasury & Non-core & Legacy Performance Reporting Senior Analyst Resume Examples & Samples
- Higher degree and professional qualification: minimum 5 year experience in treasury and finance reporting and controlling in the financial service industry
- Good understanding of banking business, in particular Investment Banking, Treasury and Wealth Management
- Solid understanding of plain vanilla derivative instruments and their risk profiles
- Moderate understanding of Basel 3 capital & liquidity regulations and models and IFRS Balance Sheet
- Strong MS office knowledge (Excel, Word and MS Access)
- Good technology knowledge (preferably UBS Finance ledger)
- Strong English language skills, verbal and writing
- Strong communication, reliable and accurate working style
- Good team player, commitment to meet quality and ability to manage tight deadlines
- Comfortable with working in a continuous changing and dynamic environment
33
IAM Reporting Senior Analyst Resume Examples & Samples
- Bachelors or degree in Information Technology, a related discipline
- Minimum 5+ years of I/T experience in Information Security id administration or relevant Security certifications
- 4 + years of experience with various reporting tools (Business Objects, Splunk, Excel, and Powerpoint)
- 4+ years of good technical background with fundamental experience with technologies within area of responsibility (AD, UNIX, Database)
- Understanding and knowledge of Project Management/Development Lifecycle experience (understand and follow methodology and some experience leading projects)
- Programming/scripting capability in one or more language (SQL, Pearl, Shell scripting) a plus
- Strong troubleshooting experience with technologies
- Ability to understand technologies and technical requirements
- An understanding of business needs and commitment to delivering high-quality, prompt, and efficient service within the scope of this position
- Self-motivated with excellent prioritization capabilities, with an aptitude for breaking down work into manageable parts, effectively assessing the priority and time required to complete each part
- An ability to work on several tasks simultaneously and pay attention to sources of information from inside and outside one's network within an organization
- Excellent communication skills with peers and partners and ISG leadership
- Ability to create presentations and present to different levels in the organization
- Excellent work item follow-up skills with attention to details
- An understanding of organizational mission, values, goals and consistent application of this
- Ability to apply original and innovative thinking to produce new ideas and create innovative results
- Excellent proficiency with Powerpoint, Microsoft Word, Excel, and Outlook
- Foster company success through a professional appearance, being courteous to customers and all PepsiCo associates and by having a positive attitude
34
Regulatory Reporting Senior Analyst Resume Examples & Samples
- A good understanding of the financial services industry
- High standard of accuracy and attention to detail
- Strong communication skills and an ability to explain complex situations
- Self-motivation with a diligent and detailed approach to prioritising and completing tasks
- Proven ability to identify obligations from laws and regulations
- Previous knowledge and experience of major shareholder reporting and associated regulations
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Control Assurance & MI Reporting Senior Analyst Resume Examples & Samples
- Lead, establish and maintain an adequate control assurance framework for the department and for the overall relationship with internal and external audit functions
- Perform quality assurance reviews of realization of audit and regulatory issues across the department
- Manage Sarbanes-Oxley (SOX) process for the department to ensure SOX control owners within MRM thoroughly understand their responsibilities and are sufficiently executing these responsibilities as evidenced by appropriate level of supporting documentation
- Develop and produce management and ad-hoc reporting for distribution to senior department managers
- Perform data mining and analysis of large subsets of data
- Additional responsibilities include oversight of projects, remediations and other tasks in line with the broader mandate of the Limit Ops, Ops Risk Control Assurance and Governance function
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P&L Attribution & Reporting Senior Analyst Resume Examples & Samples
- Provide leadership and guidance of daily processes and act as the go to person for daily issues
- Ensure you read, understand and adhere to CMRM Standards for Documentation, End User Computing, LAN Access Control, Reporting, Rules Based Escalation, Self Assessment, Vacation, and Record Retention
- Obtain daily Front Office P&L sign-off. Adhere to CMRM policy regarding the escalation of non-compliance with sign offs to upper management
- Provide analysis of P&L and investigate and resolve all discrepancies/differences in a timely manner, as required
- Execute infrastructure changes and ensure that changes are executed in accordance with CMRM change control procedures and EUC standards
- Ensure that internal audit findings related to the products being traded within the responsibilities of the CMRM are cleared within the time commitments provided to Internal Audit
- Act as a role model and provide training to other team members, conducting in a manner consistent with the CMRM Guiding Principles: deliver legendary customer experience, operate with excellence, understand our business and take only risk we understand and manage, build for the future, ensure TD is an extraordinary place to work, work effectively in teams and inspire the will to win
- Direct, train and develop peers to enable them to meet challenges, department objectives and achieve full potential
- Demonstrate TD’s Leadership Profile in all professional and personal activities
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External Reporting Senior Analyst Resume Examples & Samples
- Engaging with a wide variety of business groups including: Global Accounting & Financial Services, Legal, Operations Finance and other relevant groups that have an input into the financial reporting for Intel
- Supporting in the preparation of the earnings release and related tie-out of information back to supporting documents
- Being lead preparer of XBRL documents
- Refining close processes in ER as we transition to a model where relevant business groups own their relevant footnotes and related disclosures
- Managing the SOX controls and BPM tenants for External Reporting
- Being involved in ad hoc projects such as disclosure impacts of new FASB pronouncements or ER benchmarking projects
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Analysis & Reporting Senior Analyst Resume Examples & Samples
- Work closely with Commercial Loan Ops Onboarding and Servicing teams to develop data queries for various initiatives and projects, helping business teams to properly identify reporting requirements and offering most suitable reporting solutions
- Deliver world-class customer service within the servicing level agreements
- Translate Business requirements into technical scopes and vice versa
- Design, develop, modify, support, debug and evaluate existing production and/or ad-hoc reports from various commercial systems
- Help with data analysis and data defects identification: work with Technology and UAT partners to pull suspect data, determine logistics for data queries, uncover data discrepancies, and communicate/escalate the findings with the users/management to ensure proper cleanups or followup
- Recommend changes in development, maintenance and systems related to commercial loans
- Closely work with Accounting regulatory reporting team to provide support for monthly and quarterly reports. Developing new regulatory reports, as well as supplemental reports that would help the team with validations and reconciliations
- Provide reporting solutions for new and ongoing strategic initiatives, projects, audits, and BAU
- Develop complex reports using SQL or MS Access queries, as well as SQL views in Teradata environment
- Understand principles of large complex datamarts, such as Teradata and Oracle, Oracle Business Intelligence tool, as well as ETL processes, and work closely with Technology teams to resolve issues with daily data loads as needed
- Test systems data for new fields and valid values
- Work with multiple stakeholders across commercial footprint, serving as commercial loan data SME
- At least 5 years of experience in reporting and development capacity
- At least 3 years of experience in business and/or data analysis
- Strong problem-solving and time-management skills, superior customer service attitude
- Advanced analytical capability
- Ability to multi-task and function efficiently in a high-volume, fast-paced environment
- Solid working knowledge of database principles and concepts
- Advanced written, verbal and interpersonal skills
- Ability to drive small initiatives and projects with no or minimal assistance
- Experience with Oracle BIEE G11 or other business intelligence tools, iBOTs, Metadata, and BIPs
- Advanced SQL knowledge and experience
- Familiarity with Oracle databases
- Understanding principles of business processes, accounting, and loan processing
- Familiarity with AFS commercial loan system, as well as asset-based lending and/or leasing systems is a big plus
- MS Access for data querying and files merging/automation
- Experience with developing of regulatory reports is highly desirable
- MS Excel, PowerPoint, and Word
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Analysis & Reporting Senior Analyst Resume Examples & Samples
- Apply a comprehensive understanding of metrics to provide value-added analysis
- Develop and enhance mainframe and desktop-based reporting to support business planning and performance management
- Provide comprehensive business analysis, decision support and financial guidance to senior managers
- Support budgeting, tracking, strategic planning
- BA/BS with demonstrated experience with a high level of database analysis and reporting
- 7+ years of high-impact work experience involving quantitative, financial or business analysis
- Excellent analytical spreadsheet skills
- Must be proficient in data manipulation, databases, SQL and Oracle
- Demonstrated leadership, organizational, communication and project management skills
- Ability to interactive independently with various levels of management
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Regulatory Reporting Senior Analyst, Ccar Resume Examples & Samples
- Bachelor's degree in Finance, Accounting, Economics or equivalent experience required
- 5+ years Finance or Credit Risk experience required
- Advanced Microsoft Excel Skills required; VBA/ SQL a plus
- Must possess superior reconciliation and data quality analytics background and skill sets to perform reconciliation and data quality analytics
- Must be able to work with large volumes of data from disparate sources
- Demonstrated experience in data tracing desired
- Consumer banking products experience or exposure a plus but not required
- Previous exposure to Regulatory reporting a plus
- Exposure to global processes and teamwork across various locations and cultures desirable
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Enterprise Reporting Senior Analyst Resume Examples & Samples
- WebI Query and report creation for National and end-user reporting needs
- Maintain Access Databases containing consolidated data used for report creation, ad-hoc data requests, and reporting processes
- Assist in training, documentation, and end-user support related to WebI query and Report development
- Ability to understand financial and operational needs from the business and translate them into a reporting solution
- Work with the team to set business rules for new data within the Data Warehouse
- Assist the team in the ongoing review of current reports and newly requested reports
- Work with team to improve efficiency and effectiveness of reporting
- Understand and communicate the Universe data elements to WebI end users
- Work with Crystal Developer to transition current Crystal reports into WebI reporting
- BA/BS in Accounting, Finance, or IT related field
- Ideal candidate would have 3 to 6 years experience
- Understanding of business processes
- Understanding of financial and operational analysis and reporting
- Strong knowledge with Access and Excel, including formulas and macros
- Balance of Technical and Finance/Business experience
- Strong knowledge of WebI reporting or a similar BI tool for query and report development
- Willing to express ideas execute on these ideas
- Continuously is focused on improving work product
- Outstanding organizational and time management skills; able to prioritize multiple assignments
- Able to work both independently and as a member of a team
- Results-oriented; takes initiative
- Willing to work additional hours when needed
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Oversight & Control Ccb Control Reporting Senior Analyst Resume Examples & Samples
- Data management (storage, structure, security, integrity)
- Retrieving, analyzing and interpreting data
- Providing clear and concise analysis to senior level management
- Developing dashboards, reports and presentations for senior level management
- Developing and maintaining multiple SharePoint sites, InfoPath Forms and Access databases
- Working closely with LOBs to develop specialized reporting
- Identifying opportunities for business and vendor improvement
- Minimum of 5-7 years of related work experience in data analysis or management reporting
- Bachelors degree in accounting, finance, economics, IT or other business related field preferred
- Strong PC skills, expert proficiency in Microsoft applications, particularly Excel, PowerPoint, Access, SharePoint and InfoPath
- Report writing understanding / skills in SQL/Toad
- QlikView Design / Developer experience preferred
- Outstanding analytical, organizational and research skills
- Understanding/background of Consumer and Community Banking products or operations preferred
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Oversight & Control Ccb Control Reporting Senior Analyst Resume Examples & Samples
- Development, coding, and management MB Control related MS Access applications for tracking and reporting Issues/Action Plans, Controls, and RCSA testing
- Strong working knowledge of MS Excel advanced data manipulation functions such as pivot tables, VLOOKUP, data validation and conditional formatting
- Strong working knowledge of MS Access, VBA and SQL
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Risk & Controls & Reporting Senior Analyst VP Tampa Florida Resume Examples & Samples
- Actively monitor and help resolve any risk exposure across the organization
- Establish strong relationships with key functional stakeholders including Control Officers, Audit, application managers and management
- Coordinate internal reviews within GFTS Finance and Risk Technology to identify weaknesses in process or controls and feed back to Management
- Drive standardization of processes and reporting, and ensure timely and accurate generation of data
- Help to develop, implement and monitor escalation procedures across Risk & Controls
- 7 years plus of experience ideally from an Operations background with a broad understanding of banking operations and securities
- 7 years plus knowledge of Audit process
- 7 yeas plus understanding of business Risks and Exposure
- 10 years plus of strong work history of Microsoft Office Tools (Specifically Excel and Powerpoint)
- 10 years plus of strong significant work history experience with reporting tools such as Excel and/or Access, to create standardized/centralized reporting
- Excellent verbal and written communication and strong interpersonal skills
- Ability to clearly and concisely gather, interpret, analyze and document information
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Measurement & Reporting Senior Analyst Resume Examples & Samples
- Deliver timely ad hoc and standard operational reports
- Identify drivers that positively/negatively affect the data
- Manage ad-hoc analysis and reporting requests
- Work with process Subject Matter Experts (SMEs) from each functional team
- Assist in designing insightful report views (excel-based or tool-based or dashboards)
- Provide regular and ad-hoc results interpretation to Accenture management as requested
- Build and maintain customized Analysis Methodology
- Perform proactive analysis
- Utilise data to identify trends and opportunities for improvement
- Analyse trends, data, notes, root cause analysis etc
- Utilise tools to perform root cause analysis on factors impacting the business
- Work with other teams and stakeholders to identify opportunities to improve performance results in accordance with contractual agreements between Accenture, vendors and clients
- Act as Analysis Methodology SME
- Act as a SME on statistical tools/techniques
- Perform Quality Assurance (QA) on reporting analysis performed by other reporting groups as needed (including clients)
- Metrics and Reporting including Advanced Excel Skills
- Data Analytics and Interpretation
- Data Quality Assurance
- Operational Excellence (practical application of process measurement and improvement)
- Client Relationship and Stakeholder Management
- Written and Oral Communications Skills
- Issue Management
- 2 + years’ experience in a reporting Analyst role
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Reporting Senior Analyst Resume Examples & Samples
- Designing insightful report views (excel-based, tool-based or dashboards)
- Manage reporting change requests
- Gather and document future reporting requirements
- Work with process Subject Matter Experts from each functional team
- Utilize data to identify trends and opportunities for improvement
- Become the Subject Matter Expert in the reporting technology landscape
- Promote a culture of continuous improvement across the reporting team
- Troubleshooting any issues that may arise within the reporting deliverables
- Working with and balancing client resources, client technology teams and senior management to deliver effective reporting solutions
- Experience in a client facing role (3 years +)
- Ability to manage multiple ongoing tasks and balance workload effectively against deadlines
- Flexibility around working hours required with interaction with the world wide time differences
- Able to work effectively and flexibly with Operations resources from different Accenture and client global locations
- MS Outlook, MS PowerPoint and MS Excel – Expert
- Knowledge of BI tools such as Tablau/ Power BI
- Understanding of analytical techniques and tools
- Knowledge of the Microsoft business
- Understanding of credit and collections business processes
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Reporting Senior Analyst Resume Examples & Samples
- Gather and document reporting requirements
- Manage the report production which may include
- Minimum of 2 years’ experience in the following areas
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Regulatory Reporting Senior Analyst Resume Examples & Samples
- Assists in producing reports for management information
- Performs administrative tasks to ensure records are in good order and comply with record retention requirements
- Responsible for checking that daily processes have been completed to a high standard
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Balance Sheet & Leverage Ratio Reporting Senior Analyst Resume Examples & Samples
- Subject matter expert in Basel 3 LRD
- Deliver high quality analysis on balance sheet, LRD and financial resource utilisation for Group, Business Division and Legal Entities
- Support client engagement model and establish RAS BS & LRD as a trusted & recognized business partner
- Support Client Economic Profit analysis with quality delivery of data and sharing of knowledge
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Risk Reporting Senior Analyst Resume Examples & Samples
- Deliver high quality analytical outputs in a timely and accurate manner with minimal rework required
- Maintain collaborative relationships with relevant internal and external stakeholders
- Engagement of key stakeholders to ensure full understanding of business partner requirements, helping to shape deliverables within the broader risk information delivery strategy
- Engage business partner relationships, expectations and concerns through open, regular communication lines
- Execute the day-to-day business partner requests/queries on credit risk data and reporting, proactively addressing any issues and concerns
- Follow and implement an enterprise approach and methodology and ensuring it is embedded across risk business partners, through training and educational toolsets
- Identify risk reporting improvements and/or solutions that create and suppprt process efficiencies as a result of new systems and data sources
- Work collaboratively and share knowledge across teams
- Exhibit constructively critical view of policies, processes and procedures with the objective of improving the organization
- Ensure policies and processes relevant to the role are complied with
- Quickly resolve and escalate issues
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Ifrs Treasury Credit Reporting Senior Analyst Resume Examples & Samples
- Learn how to operate all the IFRS 9 models within Treasury to high degree of proficiency
- Ensure adherence to the IFRS 9 working day timetable for all processes during dual run on a monthly basis
- Produce updated scorecards to support IFRS 9 staging process
- Run all IFRS 9 models (Primary Liquidity bonds, Loans & Advances, Structured Finance)
- Produce Expected Credit Loss (‘ECL’) results, including relevant reconciliations and controls
- Produce MI and plausibility checks to support Treasury ECL results
- Be responsible for the production and update of process documentation to internal and external audit quality levels
- Be responsible for the development of processes to accommodate any model or methodology changes
- Support the external model audit and ensure outstanding actions are closed off to the auditor’s satisfaction
- Provide input into annual model governance reviews to ensure clean approvals for all IFRS 9 models
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Liquidity Reporting Senior Analyst Resume Examples & Samples
- Ad Hoc Requests: Respond quickly and provide report-specific Atlas/ Libra data and analysis for ad hoc requests in response to questions from management or regulators
- Initiative Support: In support of broader GLM reporting initiatives, take the lead in creating and managing Atlas/Libra data and analysis related to specific reports. Initial efforts will focus on high priority regulatory reports (e.g., Fed 5G, US and DA LCRs, etc.)
- Automation: Serve as a subject matter expert to support the migration of GLM reporting from largely a spreadsheet-centric environment to a more automated environment. Evaluate existing reporting and influence automation prioritization
- Data Gap Monitoring: Partner with report owners to monitor data gaps specific to reports. Recommend and influence data gap remediation prioritization
- Regulatory Relations: Provide analytics on specific reports as requested in support of regulatory exams and business as usual meetings with regulators
- Working experience with emphasis in financial analysis
- Systems experience
- Solid work ethic and willingness to take on new initiatives
- Experience working on a large system implementation
- Experience at Bank of America (knowledge of the enterprise)
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SEC Corporate Reporting Senior Analyst Resume Examples & Samples
- Work effectively with a variety of colleagues in a deadline environment to support the timely and accurate preparation and review of SEC filings
- Support the preparation and review of deliverables related to the earnings release, including working cooperatively with our partners in Investor Relations
- Coordinate and/or prepare complex reports and certain stand-alone financial statements such as employee benefit plan financials
- Research and respond to both internal and external auditor inquiries
- Support effective internal control environment over SEC financial reporting
- Support Citizens Bank’s process of continuous improvement by looking for ways to improve our efficiency while maintaining high quality
- Excellent written and verbal communication
- Experience with preparing or reviewing of SEC reports
- Strong technical, analytical and organizational skills
- Ability to interpret and apply existing financial reporting guidance
- Bachelors degree, accounting major, required
- CPA or CPA candidate preferred; and
- Experience with Essbase, Hyperion Financial Management and Workiva’s Wdesk application preferred
- 3-5 years of public accounting/auditing experience in a medium to large public accounting firm; or
- Diversified accounting and financial reporting experience, including time at a large financial services institution
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Analysis & Reporting Senior Analyst Resume Examples & Samples
- Trouble-shoot reporting anomalies and make modify existing reporting packages as business needs require
- Manage projects to timely completion and communicate status updates, including risks to deadlines
- Proficiency in Microsoft Office applications, including PowerPoint
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Enterprise Reporting Senior Analyst Resume Examples & Samples
- 3 + years of creating and supporting enterprise reporting
- Business intelligence tool experience (SAS, Tableau, QlikView, MS PowerBI, etc.)
- Strong understanding of and ability to work with the full suite of Microsoft Office products, as well as SharePoint and Project
- Ability to work under pressure with efficiency and accuracy
- Ability to receive constructive feedback and process with an eye towards improvement
- Experience with BI Analytics and Reporting Portals
- Experience of business process development, application development, business analysis and project and portfolio management
- Experience in business requirements gathering
- Experience with writing and documenting test scripts and results is a plus
56
Third Party Risk Reporting Senior Analyst Resume Examples & Samples
- Defines and maintains oversight program of vendor procedures and metrics within the supplier portfolio
- Develops and creates internal as well as external key TPRM reports that are used to support the goals of SC’s operational risk agenda and aggregating operational risk metrics
- Designs and conducts training as requested to mitigate issues identified with the third party risk process
- Ability to produce interactive graphs, pivot tables, etc. for reporting
- Analyzes industry trends for risks and opportunities
- Presents analysis to management in a clear, concise and actionable format
- Ability to translate technical language in a way that is understood by the Business
- Performs other duties and ad-hoc reporting as assigned
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Data Analytics & Reporting Senior Analyst Resume Examples & Samples
- Define and generate key metrics, data requirements, and reporting / data initiatives within consumer bank CAO
- · Identify data quality issues and certify the accuracy of reporting for managerial and regulatory requests
- Collaborate with other LOBs across JPMC to support Consumer Bank and CCB objectives and priorities· Organize data and effectively communicate high level results to management through data mining, analysis and reporting
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Cloud Sales & Pipeline Reporting Senior Analyst Resume Examples & Samples
- Working with an offshore team of 4 resources, creating the cloud reporting suite and ad hoc reports as required
- Bi-monthly pipeline, sales and revenue reporting for the Cloud leadership team and extended Cloud team
- Working with an offshore team to update Cloud coding in MMS to maintain accurate reporting
- Communicating with deal teams via e mail to validate accuracy of Cloud coding
- Work collaboratively with the core Cloud team
- Drive process improvement
- Support Sales leadership in activities related to pipeline and sales tracking
- Collaboration with cloud finance lead on sales and revenue reporting
- Collaboration with marketing on metrics to report externally
- Provide Level 8 and above managers with real time updates of reporting status and escalate early when issues arise
- Ensure that deadlines and quality standards are met on a daily basis
- Leads and sustains a positive work environment that fosters team performance through own work and behaviour
- Collaborates with internal and external stakeholders in delivering reporting requirements and meeting Cloud Team expectations
- Supports continuous improvement and development activities
- Participates in ad hoc area or global projects as required
- Experience in big data analysis
- Offshore team management experience
- Preferably a Sales Operations background
- PowerPoint and advanced Excel knowledge, be able to use formulas, v-lookups and macros would be advantageous
- Problem solver
- Meticulous attention to detail
- Experience working with offshore teams
- Good communication skills both written and oral
- Excellent timekeeping, working to deadlines
- Should have experience in working with large datasets
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AP Reporting Senior Analyst Resume Examples & Samples
- Ability to meet deadlines, handle multiple priorities, and perform job responsibilities accurately while working in a fast-paced and vibrant environment
- Ability to interact well with diverse levels of employees and apply high professional standards
- Demonstrated continuous improvement skills, successful understanding of complex process issues and identifying creative solutions
- Proactive approach, constant focus on team success and development as a group
- High attention to detail and strong analytical and problem-solving skills
- Finance and accounting experience is preferred
- Proficiency with Ms. Office (especially Excel), SAP
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Avp-aml SQL MIS Reporting Senior Analyst Resume Examples & Samples
- Be integral part of “go-to” technical team for all AML Americas Operations MIS/Reporting projects
- Understanding of MANTAS, Actimize, and QuickScreens systems would be a plus
- Knowledge of Citi infrastructure is a plus
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General Ledger & Closing & Reporting Senior Analyst Resume Examples & Samples
- Foreign Languages: English – at a proficient level; any other European language would be an advantage Work Working experience
- 3 - 5 years of experience in the Finance area, preferably working with reports
- Strong expertise in reporting and variances analysis
- Good communicator and availability to build reports
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Corporate Reporting Senior Analyst Resume Examples & Samples
- Experience with preparing or reviewing and analysis of Investor Relations or rating agency reports
- Strong understanding of SEC disclosure rules and regulations
- Knowledge of financial performance metrics
- Good understanding of the banking/financial services industry and
- Bachelor’s degree, accounting or finance major, required
- CPA, MBA or equivalent preferred; and
- 3-5 years of public accounting/financial reporting experience in a medium to large public accounting firm; or
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Regulatory Reporting Senior Analyst Resume Examples & Samples
- Understand regulatory rules and data requirements for NSFR
- Build and perform reporting and monitoring capabilities for NSFR
- Perform system testing required for the reporting and monitoring capabilities for NSFR
- Ensure documentation and reporting controls are established and followed
- Work on ad-hoc projects as needed by senior management or regulatory reports
- Minimum 2+ years of analytical experience with a financial institution
- Advanced Excel, including ability to manage and manipulate large amounts of data
- Intellectual curiosity, organized and able to work on multiple tasks with limited supervision
- Analytical abilities / financial acumen / problem solving
- Ability to interface credibly with various businesses and control partners at both junior and senior levels
- Experience in Global Markets and/or Line of Business Experience
- Experience in regulatory reporting
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Tax Information Reporting Senior Analyst Resume Examples & Samples
- 5+ yrs of tax information reporting experience required
- Understanding of U.S. tax information reporting requirements applicable to products issued by retail, institutional custody, markets and private bank businesses
- Ability to interact with all levels of internal customers and senior management
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Transparency Reporting Senior Analyst Resume Examples & Samples
- A minimum of a Bachelor’s Degree is required
- A minimum of 2 years of business experience is required
- Experience in the Business Analytics, Finance, Commercial Excellence, or a Health Care Compliance (HCC) related field is preferred
- Prior experience and/ or training in quantitative analytics is preferred
- Experience with Government Reporting is preferred
- Experience working with database, analytics, and reporting tools such as Cognos, Totality, and Tableau is preferred
- Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook), including intermediate to advanced Microsoft Excel skills (i.e. Pivot Tables, Formulas, VLOOKUP functions) are required
- Knowledge of website maintenance and/or SharePoint is preferred
- Must possess the ability to partner with associates at all levels of the organization and from various business functions
- Strong communication, presentation and negotiating skills
- Excellent interpersonal and influencing skills are a must in order to manage/coordinate processes/deliverables across a large number of groups at the operating company
- This position requires a highly motivated individual with strong analytical skills, intellectual curiosity and proven leadership skills
- This position will be located in Titusville or Bridgewater, NJ and requires up to 10% domestic travel primarily between business sites as determined by business need.6805170403
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Recruitment Systems & Reporting Senior Analyst Resume Examples & Samples
- Serve as the single point of contact for our UKI recruitment systems with a focus on Reporting and Data Quality: driving analysis of multiple sources of data across the team’s delivery outputs
- Responsible for the regular delivery of core reporting outputs to all stakeholders across UKI recruitment and onboarding
- Work with impacted stakeholders across UKI recruitment on all related activities, ensuring teams are prepared and understand
- Understand and champion the usage of our systems and the system production support model
- Act as the SME for Systems; Reporting; data quality and ensure that all users in the team are properly trained and can use the systems we manage
- Draft and Issue system related communications: ensuring all relevant messages are communicated to all team members, ensuring that you translate the messages as needed to ensure that team members understand the content
- Lead regular ATAS data quality task force meetings to discussion relevant updates and increase knowledge and understanding of the Data Quality process
- Work with recruitment teams across client and internal teams to standardise processes and share best practices
- Support process reviews with client and delivery teams to ensure both needs are met
- Take ownership for own workload: working with the RSS lead to ensure projects and process updates are managed and are kept on time/ on track
- Produce Communication emails and Training documents for business; project; and process updates
- Deliver training to the business on project; system and process updates
- Ensure all work is recorded and reported to RSS lead within agreed timeframes
- Regularly review and scrutinise existing recruitment processes throughout the recruitment lifecycle, proactively work to provide solutions and process improvement suggestions to improve and streamline processes
- Provide input to proposals for new service offerings
- Significant exposure within Excel (v. lookups, pivot tables, macro)
- Detailed knowledge and experience in Data modelling and Data Analysis
- Experience in developing and maintaining any of the following applications: Qlikview, Qliksense and Tableau are desirable
- Experience of supporting the administration and management of large organisation-wide systems such as Taleo, Silk Road Onboarding and SharePoint
- A clear understanding of other systems and processes which are inter-dependent with the above listed systems – such as SAP, Skype and HireVue
- Excellent Project management – including process mapping and test planning
- An ability to work analytically and autonomously in a problem-solving environment
- Able to analyse and interpret recruitment data
- Confident user of Microsoft Office Applications
- Excellent attention to detail in scheduling and organization
- Clear instruction writing and presentation skills (both creating training documents and delivery)
- Communication - written and oral, confident communicator: able to analyse and identify when it is necessary to challenge
- Ability to manage competing local and global priorities
- Bachelor’s degree and or equivalent
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Tax Information Reporting Senior Analyst Resume Examples & Samples
- Bachelor's Degree or equivalent in experience
- 5+ yrs related experience
- Process Engineering experience a plus
- Knowledge of the Qualified Intermediary Regulations and the requisite compliance requirements
- Excellent relationship management and communication skills to drive engagement and close interactions with key stakeholders, incl. Corporate Tax and Business
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GL & Closing & Reporting Senior Analyst Resume Examples & Samples
- Education required: Professional Education Level or University Degree (preferable in Accountancy or Business Administration)
- Foreign Languages: English – at a proficient level; Italian at an intermediate level preferred, but not mandatory
- Work Working experience: 2 - 3 years of experience in the Finance area, preferably working with reports
- Strong EXCEL knowledge
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BI Reporting Senior Analyst Resume Examples & Samples
- Prioritise and manage delivery of MI reports development and deployment
- Drive BI solutions for meeting the business BI requirements
- Build & enhance self-service capabilities
- Ensure all reports requirements are solution and fulfilled for all product launches
- Strong Telecom and, & BI domain knowledge
- Experience of managing a diverse team with offshore delivery responsibility
- Experience of creating, deploying and maintaining the internal processes
- Strong problem solving skills and analytical skills
- Project management
- Hands-on experience with telecom performance KPIs calculation and reporting (both mobile and fixed line)
- Reporting tool expertise on OBIEE, Cognos, Sap BO. OBIEE is strongly preferred
- Expert Oracle PL/ SQL skills
- Good Knowledge of Data-Warehouse principles
- Excellent presentations and writing skills
- Ability to work with different groups and levels
- Strong attention to detail and critical thinking skills
- Strong data analysis skills
- Model Development & testing experience
- Advance MS Excel skills
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Data & Reporting Senior Analyst Resume Examples & Samples
- Provides and presents data analytics and insight on trends related to sales and marketing activity
- Translate stakeholder’s requirements into reporting deliverables
- Assists management team with dashboard and report generation
- Designs high level reporting presentations for us by department, leadership and Senior Leadership
- Work in a cross-functional capacity, including with Sales, Marketing and Finance, to establish key reporting dashboards and processes that support the growth of the business
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Analysis & Reporting Senior Analyst Resume Examples & Samples
- Collect, review and analyze highly complex data and/or documentation to ensure achievements with the Retail Network Transformation business plan financial objectives, key performance metrics, policies, procedures and/or regulatory and risk requirements
- Focus on day-to-day deliverables, developing solutions based upon subject expertise, and occasionally representing the department at a broader level
- Develop, establish and oversee performance management framework for the comprehensive Retail Network Transformation effort: Branch transformation & delivery, ATM channel management, InStore Channel management, and Branch Optimization
- Serve as subject matter expert and serve as business unit liaison with other departments. Has knowledge of best practices and how own area integrates with other; is aware of the competition and the factors that differentiate the company in the market
- Manage projects requiring coordination with other teams, process improvement projects and may assist in developing and implementing policies, procedures, and training materials to maximize efficiency
- Perform other such duties as assigned including trouble shooting operational issues
- Advanced desktop computer and application skills including spreadsheets, databases, vendor solutions, online programs, and various other MS Office programs (Excel, Access, SQL)
- Proven skills in data extraction, manipulation, and presentation for numerous file formats and source systems
- Ability to build repeatable processes that are streamlined, automated, and macro driven
- Experience training others on processes and procedures
- Ability to prioritize and multi-task effectively
- Experience developing reports
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MIS Reporting Senior Analyst Resume Examples & Samples
- Develops Management Information Reports within specified timeframes and deliverable schedules
- Develops and deploys effective reporting to reconcile operational and financial data from several sources to obtain and report results and adhere to reporting requirements
- Independently identifies and investigates issues related to projects. Recommends alternatives which include system identification, remediation of issues, and documentation of analysis and resolution
- Prepares, analyzes, and reviews data quality and accuracy of MIS reports which includes system and data reconciliations
- Participates in the development of presentations, report layouts, definitions and documentation
- May perform additional reconciliations and maintenance of various ad hoc reports to improve the efficiency of distribution and Management Information Systems related processes
- Advanced knowledge of MIS related topics and technical procedures
- Strong analytical and problem solving skills with the ability to effectively resolve complex situations and issues
- Experience leveraging analytical tools such as Qlikview, Tableau, and SQL preferred
- Exposure to Business Objects, SAS, or Crystal Report development a plus
- Must be results oriented with the ability to work independently as well as in a team environment
- Detail-oriented with strong organizational skills with the ability to manage or lead multiple projects effectively
- Strong interpersonal, verbal and written communication skills with the ability to effectively interact and build trusted relationships across different departments and all levels of management
- Expert knowledge of Microsoft Office Suite (Excel, Access and PowerPoint) and other business-related systems
- CNA system knowledge and insurance background a plus
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Oversight & Control Ccb Control Reporting Senior Analyst Resume Examples & Samples
- Data extracts, analysis, and report designs using MS Access queries and Excel
- Development, coding, and management of MB Control related Access applications for tracking and reporting Issues/Action Plans, Controls, and RCSA testing
- Coordinate and track CCB and Mortgage Bank project initiatives and user forums related to Central Control team support functions
- Manage, create, and maintain SharePoint sites leverage by the Mortgage Control organization, including ongoing consolidation and records management
- Ability to understand both strategic and tactical direction and extrapolate functional process flows and business requirements
- 4+ years of experience in data analysis, database design and development
- Strong knowledge of MS Access and SQL
- Solid SharePoint experience including site creation, access administration and space management
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Media Reporting Senior Analyst Resume Examples & Samples
- Soft Skills Analytical
- Thinking Advanced
- English Good communication skills team collaboration, calls, chat, email, tickets with excellent response times
- Proactive Self motivation with ability to prioritize and follow up on multiple tasks Problem Solver ability to fix complex issues
- Takes ownership of tasks and ensures their quality
- Good time management including down time and ability to meet tight deadlines
- Solid experience in managing and setting appropriate expectations
- The ability to work effectively with both technical and non technical personnel
- Advanced knowledge in the latest related technologies Team Player
- Responsible Self learner
- Good research skills
- Documentation skills
- Working knowledge of the various paid marketing channels and technologies, including paid search (Google AdWords), display and retargeting, social network advertising
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Analysis &reporting Senior Analyst Resume Examples & Samples
- Design, develop and deliver transaction level and aggregate level reporting, including process exception reports, colleague performance scorecards, health of process heat maps, key performance indicator reporting, etc
- Identify business opportunities
- 3 years prior banking experience including concentrations in reporting development and business analysis
- 3 years Experience in MS Access, SQL, SAS
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Management Reporting Senior Analyst Resume Examples & Samples
- Works with assigned divisions and ensures that the necessary Bank data is gathered for financial management reporting purposes. Ensures that information from source applications, general ledger, annual budgets (capital, operating, LOB), monthly forecasts, and manual database files are provided for each respective database model (e.g. OFSA, Summit, or QRM). Reconciles information within the database ensuring completeness and accuracy. Reviews and analyzes processed results to identify developing trends related to asset/liability reporting, line of business or product profitability reporting or unreasonable unit cost calculations related to activity costs for a particular cost center. Plans, develops, and/or executes the necessary steps to correct data
- Analyzes and updates respective databases methodologies (OFSA, Summit or QRM) on a regular basis. Responsibilities include one or more of the following: 1) ensures that the OFSA yield curve is properly constructed and maintained; 2) assigns proper funds transfer pricing rates to various product lines through analysis and discussions involving business managers and treasury; 3) maintains/creates accurate OFSA/LOB processing methodologies; 4) maintains the cost allocations methodologies through updated activity based cost studies or discussions with support service units or distribution channels; 5) maintains adequate documentation related to any of the processing procedures noted above
- Interprets and reports database information (OFSA, Summit and QRM). Continually refines methodologies and enhances the data of each respective software model to improve the quality of management reporting (e.g. LOB reporting, scorecard reporting) to users. Works closely with other Senior Analysts to ensure adequate data exists. Proposes and implements solutions to attain mutually agreed upon objectives. Communicates with business unit users and/or other database users (e.g. Marketing, Credit, etc.) to facilitate quality data gathering
- As assigned, coordinates and executes certain financial/management reporting functions of assigned line units. Financial reporting functions will require the necessary industry knowledge associated with the assigned line unit (e.g. residential lending, consumer products). Financial reporting responsibilities will vary depending upon the line unit assigned. Management reporting responsibilities mainly include “scorecard” reports, cost study/allocaiton reports, budget variances for operating, capital, and or LOB budgets. Certain variance reporting responsibilities may differ from line unit to line unit based upon the existing financial reporting support in place. Runs queries on respective database(s) to resolve any issues that arise and to explain developing trends of interest to the business or product manager. Also provides information on an ad hoc basis. Monitors the status of assigned line units against projected deliverables, objectives, and budgets that were developed during the planning process. Creates reports for senior/executive management highlighting unit performance
- As assigned, works with business managers during the annual planning and budget process. Assists in creating strategic plans, LOB, capital and operating budgets as necessary. Facilitates all budget iterations as needed
- Supervises junior analysts as necessary to ensure assigned work is accurate and complete
- Minimum five years accounting or finance work experience, including 4 years internal and external financial reporting experience
- Banking or financial services industry preferred
- Demonstrated proficiency and expertise with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel, Access and Power Point) or similar software
- Knowledge of or ability to use bank systems and software
- Demonstrated verbal and written communication skills, including presentation skills
- Must be analytical, detail oriented, organized
- Must be able to meet deadlines and handle multiple priorities
- Able to work flexible hours including holidays, weekends and evenings as needed or assigned
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Data Analytics & Reporting Senior Analyst Resume Examples & Samples
- Candidate must possess excellent analytical skills with 5+ years experience in analytics and/or reporting
- Proven success at applying analytic methods to solve business problems; effective interpretation of data and communication of results is required
- Knowledge or experience with Enterprise Systems such as CIS, DDA, Customer Assist, Contact Manager is preferred
- Domain knowledge of Consumer Banking products and/or processes is preferred
- Must possess attention to detail and high standards for accuracy and process documentation in use of data tools
- Experience developing and automating reporting processes preferred
- Candidate should also have proven experience in a customer-focused role and be comfortable building relationships with key internal customers
- Candidate must possess technical skills, with at least 5 years experience with SAS, Business Objects, SQL or similar data tools
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Analysis & Reporting Senior Analyst Resume Examples & Samples
- Development of strategic presentations including but not limited to key business initiatives, monthly spotlights, and business line reviews
- Development of customer centric metrics across Commercial Operations with performance thresholds aligned to industry benchmarks
- Ensure appropriate operational KPIs are in place and associated data collection is robust
- Create operational dashboards and scorecards
- Define, implement and monitor internal data quality KPIs
- Collaborate with Risk partners to support the closure of any significant data quality audit findings
- Build relationships with key stakeholders across divisions
- Coordination of property strategies and implementations
- 5+ years relevant business experience in strategic planning, project coordination and business analysis
- Ability to deliver forge strong partnerships, influence and collaborate with others
- Experience using a structured project management methodology
- Experience leading/driving continuous improvement activities
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Reporting Senior Analyst Resume Examples & Samples
- Bachelor’s Degree and/or equivalent work experience
- 5 years’ experience of data gathering tools and proficiency with business intelligence reporting tools
- 2 years’ experience building reports in Tableau
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Reporting Senior Analyst Resume Examples & Samples
- Performance of quality reviews and validation of data for all audit findings to ensure integrity in Audit systems and Report output
- Production of monthly audit finding client reporting packages for senior leadership across all business units and staff groups
- Production of supporting information for population of 6 & 12 Month Report to Audit Committee and Mid Year & Year End Control Ratings
- Assisting in production of audit committee reports and presentations
- Support Senior Manager & Director of Reporting and Regulatory Relations in creating and implementing processes to manage and control data quality used for reporting and planning within the department
- Assist with ad-hoc requests on an as needed basis
- 2-4 years MIS/reporting work experience
- Highly proficient MS Excel, Word and PowerPoint skills
- Demonstrated ability to support multiple concurrent activities and interface with senior management and external/internal teams
- Strong analytical, decision-making and collaboration skills
- Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions