Reporting Team Lead Resume Samples

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O Marquardt

Orlo

Marquardt

58182 Zella Mountain

San Francisco

+1 (555) 783 4861

58182 Zella Mountain

San Francisco

Phone

p +1 (555) 783 4861

Experience Experience

Boston, MA

Investor Reporting Team Lead

Boston, MA

Abshire, Thiel and Pagac

Boston, MA

Investor Reporting Team Lead

Monitor and track daily and monthly work flow
Assist with the coordination of monthly reporting
Assist Supervisor with department projects and implementations
Assist with, and coordinate, training
Bank deposit reconciliation
Update daily and monthly tracking sheets
Coordinate monthly reporting issues with other departments

Philadelphia, PA

Client Investment Reporting Team Lead

Philadelphia, PA

Stracke, Dicki and Harber

Philadelphia, PA

Client Investment Reporting Team Lead

Work with reporting team and other impacted business units to continually improve current reporting, including both the processes involved and reporting design
Ensure compliance with internal risk policies and controls and maintain evidence in an effective manner. Lead and/or assist with implementation of regulatory changes, industry best practices, and internal risk and control policies
Assist team to produce accurate and timely reports
Continually stay abreast of industry trends and best practices for investment reporting
Facilitate the onboarding and product implementation process
Supervision on the day to day client reporting team
Ensure processes are documented and the controls are functioning

present

New York, NY

Investments External Reporting, Team Lead

New York, NY

Maggio-Collier

present

New York, NY

Investments External Reporting, Team Lead

present

Identify process improvements and issues and work with various functional teams to implement and resolve, respectively
Assist with leading or coordinating team projects, assignments and team responsibilities
Works effectively in a team environment and maximizes team effectiveness
Focus on exceptional customer service and drive innovation to create an atmosphere that supports new ideas
Focus on exceptional customer service and drive innovation to create an atmosphere that supports new ideas and initiative
Assist with the review of the investment information in the MD&A and Footnotes
Participate review analysis prior to Allstate’s earnings release

Education Education

Bachelor’s Degree in Finance

Iowa State University

Bachelor’s Degree in Finance

Skills Skills

Competent in Excel, PPT, Word and Outlook. Knowledge of all relevant media research/tools available desirable (e.g. TGI, Nielsen, comScore etc.)
Strong desire to grow their knowledge base and skill set and take on new challenges
Data analysis (ability to spot trends, garner insights and use the data to make forecasts or predictions for campaign activity to help us provide the best service for our clients)
Plan to migrate existing Excel reports to Tableau dashboard and automate where able
Strong desire to learn & to develop your media skills
Excellent verbal and written skills
Ability to multi-task
Ability to think on their feet, be proactive and take ownership of projects
High level of numeracy with a particular ability to analyse and interrogate numbers
Knowledge of Power Pivot, SQL, R, DAX would be an advantage

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15 Reporting Team Lead resume templates

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Reporting Team Lead Resume Examples & Samples

Hiring and managing a team of highly performing Cognos and JAVA Reporting Resources
Project management activities and ensuring compliance with the LRI SDLC
Play a significant contributing role in End User working sessions focus on the interaction with the Cognos layer
Being the key point person for coordinating requirements gathering and build activities of the Bangalore Reporting team interfacing with business leads in APAC, EMEA and NY
Design and build specific LRI Reports and Dashboards
Participate in and contribute to the Data Modeling of the larger Data Mart/Warehouse
Mentoring junior resources
Writing Functional and Technical Report Specifications
Documenting Unit and QA Test Case
7-10years of software development experience in large, mission critical (preferably financial services) organization
5-7 years of relevant Cognos or Business Objects experience in Financial Services and working with big data required
Experience with large scale component architectures and matrix team environment
Experience in project planning and effort estimation techniques
Strong dimensional modeling skills required
Experience with managing an offshore team of developers
Basic Java and java scripting skills required
Experience in performance tuning SQL required
Ability to articulate complex data problems and solutions required

Regulatory Reporting Team Lead Resume Examples & Samples

Management of strategic remediation of Rejections of submissions made to TR and MIS RCA and Production metrics
Oversight of investigation / remediation root cause for non successful reports
Client Backloading
Remediation/governance of issues with Change/I.T streams
Ongoing stake holder management and Escalation point for Client/Sales queries into Ops and Management of the teams work load and co-ordinating priority
OTC Derivative knowledge essential, clearing knowledge would be advantageous
Strong understanding of legal processes around documentation advantageous. As well as strong risk and control mindset essential, understanding of EMIR Regulations would be advantageous
Self starter with strong drive and commitment and strong organisational skills with ability to structure / plan work and be able to identify the resources needed to complete the task. Strong interpersonal skills, as the role requires interaction with many different people in an intense environment
Verbal communication and presentation skills, analytical mind set to resolve immediate issues with tactical solutions with a view on strategic solutions

Business Performance Reporting Team Lead Resume Examples & Samples

Managing a large local team providing global support across multiple time-zones and facing off with senior management on a regular basis
Ensuring achievement of all key performance indicators, operational level agreements and service level agreements
Strictly managing adherence to UBS regulations, policies and processes
Ensuring efficient service delivery by proactive and efficient resource planning and coverage
Contributing to the people management strategy (e.g. training, development, compensation, retention)
Building up and maintain effective relationships with all stakeholders (RAS, CFO and business-aligned)
Acting as the point of escalation, ensuring issues are swiftly resolved
Managing risk and incidents in a proactive manner to ensure high quality and efficient delivery of services
Operational support including specifically assigned responsibilities for producing and quality assuring products

Custom Summaries Reporting Team Lead Resume Examples & Samples

Good degree from a recognized university in finance or equivalent
Knowledge of Visual Basic, MS Access and SQL would be advantage
Able to understand the end-to-end of process of system and relate investment performance reporting
Resourceful, proactive and possess strong interpersonal skills
At least 5 years' experience in Banking or related areas

Equity Risk Reporting Team Lead Resume Examples & Samples

3+ years of experience in running small development teams
Hands-on experience in Java
SQL/Database development
Practical knowledge of OO Design and Programing
Unix/Linux and Scripting experience
Interest in functional programming
Prior knowledge of KDB and Q are a big plus

Treasury Capital Reporting Team Lead Resume Examples & Samples

Management of the Budapest Treasury Reporting team including
Produce Global and legal entity capital management reporting for key governance forums and regulatory meetings
Perform monthly back-testing of Internal Forecast and CCAR estimates
Maintain quarterly peer benchmarking and analysis
Support capital deliverables and management reporting
Produce Global and UK specific capital risk metrics and data analytics used in annual capital assessments
Preparation and analysis for the quarterly UK Capital Assessment for meetings with the PRA
Ability to prioritize competing responsibilities and work under pressure
Strong people management and team leadership skills
Strong analytical capabilities including ability to summarise complex business problems and detailed analysis with clarity and brevity
A good understanding of the principles of risk management balanced with a commercial awareness to support the Business Units
Demonstrate leadership potential and good decision making skills
Advanced knowledge of Microsoft Office products is required
Minimum work experience of at least 5 years required, including 3+ years of experience in people management

HR Reporting Team Lead Resume Examples & Samples

Demonstrate business and technology acumen
Facilitate business process improvement by identifying and effectively communicating process bottlenecks, data integrity issues, and duplication
Develop and maintain excellent relationship with the stakeholders, subject matter experts, and technology teams
Advanced VBA programming

Tax Information Reporting Team Lead, AVP Resume Examples & Samples

5+ yrs financial services experience required
Strong Excel skills required (pivot tables, V-look ups)
Previous Supervisory and/or Team Lead experience
Strong performance management experience required
Previous experience maintaining metrics for a team a plus
Understanding of U.S. tax information reporting requirements applicable to products issued by Loans
Understanding of U.S. tax information rules applicable to U.S. Persons and non-U.S. Persons
Knowledge of Income Sourcing rules
Excellent communication skills to drive engagement and close interactions with key stakeholders. Advisory services for both internal and external clients
Visio and Access experience preferred

VP-shareholder Reporting Team Lead Resume Examples & Samples

Monitoring the Bank's positions for the purpose of Shareholder Reporting in all APAC jurisdictions, including but not limited to large shareholder reporting, Takeover Panel reporting, and short position reporting where applicable. Failure to properly report can lead to regulatory fines and loss of business opportunity
The successful candidate will have a keen interest in focusing on strengthening and building upon the processes and procedures in place, along with a keen eye and high level of comfort around reviewing and analyzing raw data. You will be responsible for managing a small team, organizing workload and cross trainings and reviewing the regulatory filing before they are submitted to the regulators
You will interact regularly with individuals in all relevant lines of business, as well as work with counsel and compliance. Role will include working closely with the Technology Support team to develop the existing systems and to participate in UAT and parallel testing
Have at least 7-8 years of relevant experience with a Financial Institution
Have had prior team management experience
Have sound knowledge on shareholding and takeover rules and disclosure obligations
Be fluent in English and Chinese

Financial Reporting Team Lead Resume Examples & Samples

10+ years of accounting and reporting experience
Bachelor's Degree from competitive school with a strong academic track record
Demonstrated ability to manage and complete projects
Knowledge and application of GAAP
Computer savvy with clear demonstration of intermediate Microsoft excel skills
Ability to organize multiple streams of work

Emir Regulatory Reporting Team Lead Resume Examples & Samples

Management of the teams workload and co-ordinating priorities
Oversight of the onshore and support of the offshore exceptions & MIS production metrics teams
Oversight of investigations into the root cause for non-successful reports, ensuring the remediation/governance of issues with Change/IT streams
Management and development of the team, including one to one's
Supporting the EMIR manager and RTR Management team in the implementation and effective operating of the department structure

Custom Reporting Team Lead Resume Examples & Samples

Navigate multiple firm approved applications and reports to identify and transpose appropriate data points into excel spreadsheets
Need to convert excel spreadsheets into Adobe (not editable) pdf reports
Follow the various quality control checkpoints when producing custom performance reports
Create, store, deliver and improve custom client holdings and performance reports for advisors
Work closely with the Portfolio Management Reporting

Client Investment Reporting Team Lead Resume Examples & Samples

Assist team to produce accurate and timely reports
Ensure processes are documented and the controls are functioning
Ensure compliance with internal risk policies and controls and maintain evidence in an effective manner. Lead and/or assist with implementation of regulatory changes, industry best practices, and internal risk and control policies
Facilitate the onboarding and product implementation process
Continually stay abreast of industry trends and best practices for investment reporting
Work with reporting team and other impacted business units to continually improve current reporting, including both the processes involved and reporting design
Actively participate in any application and reporting improvements from requirements gathering to final UAT testing and implementation
B. A. in Finance
Experience in client reporting and tools Business Objects and Vermilion preferred
High level of responsiveness
Leadership competencies, including the ability to facilitate an effective team environment
Supervision on the day to day client reporting team
Very strong customer service skills. Demonstrated ability to anticipate and proactively address underlying customer needs to ensure positive outcomes for our clients
Demonstrated ability to communicate professionally with a variety of internal and external parties
Partner with the Client Service team for onboarding and reporting
Developed analytical, complex problem recognition and resolution, and organizational skills are required
Ability to independently prioritize and work on multiple assignments with changing priorities
5+ years experience in a financial services firm. Fixed income preferred

Compliance Reporting Team Lead Resume Examples & Samples

Represent the Compliance Reporting Team at internal and external forums when appropriate
Manage a team of one/two people located in the Belfast office
Compliance and Regulatory experience gained in a large Financial Institution
Experience in report production, data manipulation or editorial work
Experience of people management
College/university education preferred, including an exceptional working track record

Investments External Reporting, Team Lead Resume Examples & Samples

Various GAAP month end and quarter-end close responsibilities including posting and/or approving journal entries and account analysis
Prepare, review, and analyze various reports for internal and external customers. This includes among other things, the preparation of the Balance Sheet, Trend reports, and monthly investment position reports
Prepare and/or review quarterly and year-end GAAP schedules and financial statements that are utilized in the preparation of the 10-K, 10-Q, Investor Supplement and GAAP reports for Allstate subsidiaries and the Company’s pension plans. Assist Stat reporting team as needed
Assist with the review of the investment information in the MD&A and Footnotes
Participate review analysis prior to Allstate’s earnings release
Assist with leading or coordinating team projects, assignments and team responsibilities
Identify process improvements and issues and work with various functional teams to implement and resolve, respectively
Supervise staff level employee(s). Provide direction and guidance as needed to accomplish team goals
4-6 years of professional accounting or reporting experience, preferably with investments or GAAP reporting focus. Experience in coordinating team processes or leading process improvements a plus
Intermediate to advanced Excel skills, Access, Outlook, Word, SAP or other general ledger applications
Accounting/Finance Degree Required
CPA Candidate strongly preferred
Works effectively in a team environment and maximizes team effectiveness
Organizational, problem solving, detail oriented, oral and written communication
Flexibility to adapt to changing work priorities and assignments. Ability to work under pressure and meet deadlines
Ability to multi-task, prioritize workloads/demands and work across various departments
Shows initiative, self-motivated, professional demeanor, and desire to learn
Focus on exceptional customer service and drive innovation to create an atmosphere that supports new ideas and initiative

Ad Ops Reporting Team Lead Resume Examples & Samples

The role is to support the Digital team with all aspects of day to day reporting and analytics e.g
Create client weekly and monthly reports in Excel
Consult on data project work such as client dashboards
Help devise our automated and manual reports
Data analysis (ability to spot trends, garner insights and use the data to make forecasts or predictions for campaign activity to help us provide the best service for our clients)
You will need to be an advanced Excel user, confident with most common formulas and know your way around Pivot Tables
Plan to migrate existing Excel reports to Tableau dashboard and automate where able
Work with the Head of AdOperations to restructure the AdOps data warehousing
Provide digital planning team with reporting training as required
Experienced in working on marketing campaign reporting
High level of numeracy with a particular ability to analyse and interrogate numbers
Knowledge of Power Pivot, SQL, R, DAX would be an advantage
Flawless execution, accuracy and attention to detail
Strong relationship builder with team and other departments
Ability to think on their feet, be proactive and take ownership of projects
Ability to balance the need for strategic thinking with the need to deliver and get things done
Flexible and open minded
Strong desire to learn & to develop your media skills
Understanding of overall marketing functions, integrated communications and communication channels
Strong desire to grow their knowledge base and skill set and take on new challenges
Competent in Excel, PPT, Word and Outlook. Knowledge of all relevant media research/tools available desirable (e.g. TGI, Nielsen, comScore etc.)

Control Assurance & MI Reporting Team Lead Resume Examples & Samples

5+ years of experience in an internal audit, compliance or controls assurance function
Good understanding of risk measurement frameworks
Understanding of front to back processes relating to the Bank's global trading and market risk management activities
Ability to independently lead in a fast changing environment
2+ years experience of managing a team
Keen eye for details while meeting challenging deadlines
Excellent communication skills in English (both verbal and written)
Good verbal and written communication with a diverse set of stakeholders
Ability to present complex issues to senior management in a simple way

Network Defense Reporting Team Lead Resume Examples & Samples

Demonstrated expert-level knowledge of industry accepted standards and best practices related to team collaboration
Demonstrate an in-depth knowledge of incident handling procedures
Demonstrate experience in a DOD or IC IT environment
Demonstrate a successful track record for delivering on time monthly, quarterly and annual reports
Demonstrate experience with researching and fielding new and innovative technology
Demonstrate experience with supervising personnel to include managing shift workers
5 or more years IT experience
3 or more years IT experience in Army, DOD, or IC
Shall possess at the time of award, and retain, a TOP SECRET/ Sensitive Compartmented Information (SCI) security clearance
Shall possess at the time of award, and retain, DOD 8570 IAT Level II certification
Shall possess at the time of award, and retain, Certified Ethical Hacking (CEH); certification
Shall possess at the time of award, and retain, a Top Secret security clearance
CompTIASecurity+

Market Risk Reporting Team Lead Resume Examples & Samples

Market and credit risk information management & market risk reporting
Credit risk measurement & independent risk model validation
Managing development and implementation of risk systems
Regulatory change and coordination, establishing policies covering market risk, credit risk and operational risk
Receive calculated data and “state of the data” commentary
Produce complete, accurate, timely reports as relevant per business area (CR, MR, Capital)
Ensure reports are uniform, aim to get synergies across all verticals / streams
Ensure reporting output meets stakeholder requirements
Ensure reports are reviewed, attested and subject to escalation where relevant
Sanction report release
Managing a small team of analysts - planning, organizing, leading & controlling the delivery of market risk reports and projects
Production and distribution of market risk reports including investigation and analysis of exceptions, data integrity and methodology issues
Reporting and performing validation checks on VaR movements. This will involve evaluation and analysis of market risk exposures by employing statistical and other approaches
Working closely with the Business, IT Departments, Controllers, Operations and your counterparts in other regions
To participate in the roll out of enhancements in risk systems, processes and data feeds

Data Management & Reporting Team Lead Analyst Resume Examples & Samples

Demonstrates deep knowledge of relevant reporting process & business content. Deals with tasks of highest complexity
Has achieved Subject Matter Expert status for one or more reporting process, in more than 1 team
Can have substantial discussions on business concepts (e.g. exposure calculation methodology with partners)
Knows multiple reporting processes and is able to commit to the success of multiple teams
Coaches junior team members on usage of technology
Has advanced knowledge of relevant Risk systems and devotes to their evolution. Excellent leadership skills, ability to lead a team of 3-5 individuals while reporting to an offshore manager in NY
Demonstrates technical or informal leadership
Assists more junior team members
Is seen as a coach by his colleagues
Be responsible for the entire data management process and reporting front to back
Provide data management and quality assurance to ensure that the data within the Risk data warehouse is correct and timely
Research any data discrepancies which may arise as the general data management function is being done, working closely with the on the ground Risk IT team
Run automated and manual reports and ensure their accuracy
Work in parallel with local risk analysts and have clear communication between NY, ZH, and Poland

Data Aggregation & Reporting Team Lead Resume Examples & Samples

Acts as a liaison between Lincoln and Albridge Solutions
Offer strategic input and counsel to management regarding Albridge Solutions software
Develop and share expertise on how account and client data is transferred and used throughout the financial services industry
Ensure proper day-to-day operation of the Albridge Solutions (OmniSource) software
Provides training and troubleshooting to team members, advisors and staff for complex Albridge Solutions (OmniSource) system issues
Promotes and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility
Performs and delivers on routine assignments/projects while simultaneously leveraging and applying knowledge of his/her assigned area(s) of responsibility
Identifies and communicates to management process improvements that reduce workloads or improve quality for his/her assigned area(s) of responsibility
Serves as a specialist to team members and applicable internal/external stakeholders on complex assignments/projects for his/her assigned area(s) of responsibility
Partners with management to monitor team’s work while prioritizing and reallocating resources to ensure timely service
Train and mentor less experienced team members without supervision
4+ years’ broker dealer advisory service experience in the financial services industry that directly aligns with the specific responsibilities desired
Experience working and interacting with financial advisors
Ability to evaluate information and the implications of a course of action or solution
Ability to work with others in a team environment
Demonstrated solid relationship management skills with internal clients (e.g. management, peers and colleagues)
Demonstrates solid project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines

Reporting Team Lead Resume Examples & Samples

Manage a team of 3 Reporting business analysts
Define the reporting business requirements in line with Invoice processing purchase-to-pay Core Model (invoices and purchase orders)
Master’s degree in Finance or IT or equivalent professional experience

Performance Management & Reporting Team Lead Resume Examples & Samples

Lead a small team of reporting specialists
Be responsible for production of various regular and ad hoc reports on the performance of several CTO departments
Focus areas for reporting are Financials, Resource Development and Expenses
Drive automation and consolidation of reporting activities, as well as the definition, setup and roll-out of next generation management reportin
Drive a project to establish an enhanced, real-time Business Management self-service reporting platform
Drive inclusion of new reporting requirements
Work in collaboration with Resource Managers SME's, as well as N3 department representatives and functional owners in order to bring the data in a form of readable and clear reports
Support the resource forecasting process and reporting
Maintain process documentation to ensure current practices are sustained
Drive improvements of team work environment

Reporting Team Lead / Data Analyst Resume Examples & Samples

(Expert) in one or more technology sub-areas
(strong) understanding of related technologies
(strong) Customer Service
General Project Management
Influencing Others
Customer/Vendor Management
General Financial Management

TPU Data Management & Performance Reporting Team Lead Resume Examples & Samples

Lead day-to-day activities of TPU reporting and business intelligence team in a supervisory capacity
Provide input to performance measurements of teams and provide coaching
Provide expert guidance and support on the development of key controls, standard processes, operating procedures, and promulgation of best practices
Lead the team to develop and manage world class MIS, BI and automation projects
Interface with Third Party Officers (TPOs), Business Activity Owners (BAOs), and Sector and Regional Risk teams and other Citi business stakeholders on a regular basis
Review results of third-party risk monitoring activities providing credible challenges to, and quality checks of, such results
Perform a lead role in the design, development, and execution of key TPU initiatives
Perform reviews of pre-contract due diligence, post-contract ongoing monitoring activities and provide credible challenges to accountable / responsible parties
Provide and present periodic updates to management
Preferred 6+ years of direct, relevant experience in third-party risk identification and management, operational risk management, compliance and/or audit
Prior management experience as a Supervisor and / or Team Lead of 10+ member teams
Ideal candidate would have experience in the financial services industry and a working knowledge of banking regulatory requirements
Excellent relationship management skills with ability to build partnerships across various lines of business
Strong control, process, and project management skills with the proven ability to influence and drive results from a diverse team of functional stakeholders
Solid understanding of end to end data flows , data models , MIS, BI and data visualization
Excellent exposure on leading automation of MIS projects using excel Macros, Share point, Business Objects etc
Proficient in MS Office applications
Bachelor’s Degree required; advanced degree preferred

Epic Reporting Team Lead Resume Examples & Samples

Minimum 3 years of Epic Clarity Reporting experience Required
Epic Clarity Certification strongly desired
Previous experience successfully leading large scale projects required
5 years of leadership experience required
SQL Reporting and Crystal Reports experience is preferred

Safety Analytics & Reporting Team Lead Resume Examples & Samples

Minimum of 8 years relevant pharmaceutical experience
Strong understanding of the clinical development and regulatory process
Competence in conducting safety data reviews for investigational and/or post marketed products
Ability to contribute to and review standard operating procedures and other process-related documents
Ability to work independently, take initiative and complete tasks to deadlines

Investor Reporting Team Lead Resume Examples & Samples

Monitor and track daily and monthly work flow
Prepare monthly Cash Flow Advance projections
Problem solve reporting issues
Assist with, and coordinate, training
Coordinate monthly reporting issues with other departments
Assist Supervisor with department projects and implementations
Assist with the coordination of monthly reporting
Update procedures as necessary
Update daily and monthly tracking sheets
Some College Accounting preferred
Mortgage Servicing experience preferred
Microsoft Office Product experience
General accounting
Bank deposit reconciliation