Senior Associate, Reporting Resume Samples

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J Kuhlman

Joy

Kuhlman

256 Lonnie Walk

Dallas

+1 (555) 354 2088

256 Lonnie Walk

Dallas

Phone

p +1 (555) 354 2088

Experience Experience

Phoenix, AZ

Senior Associate, Financial Reporting

Phoenix, AZ

Frami, Smith and Runolfsson

Phoenix, AZ

Senior Associate, Financial Reporting

Assisting with month end close processes of the management company including international subsidiaries
Assisting with audit coordination and regulatory filings
Utilize software such as SAP BusinessObjects Web Intelligence, QlikView, Qlik Sense and SQL to individually create or aid others in building reporting solutions that provide insight into operational results and financial trends
Serve as subject matter professional for internal clients performing analysis and creating management reporting
Key player in developing and driving process improvement and automation initiatives
Work with Third Party Admin in HK and Singapore
Produce, validate, and distribute financial reporting

Philadelphia, PA

Senior Associate Investment Reporting & Performance

Philadelphia, PA

Lemke-Parisian

Philadelphia, PA

Senior Associate Investment Reporting & Performance

Work in close cooperation with the global and local (AsiaPac) client development teams for supporting sales process and RFP
Development of the BPSS Performance Measurement Systems
Business development
Responsibilities related to daily service delivery: IRP is in the process of defining a new set of daily on line services accessible via Internet implying a new set of monitoring and control services to be handled by IRP Chennai OPS team
Management of production KPIs, follow up of queries
Management of relation with the Client or the internal IRP team receiving the services
Generation and distribution of reports (Factsheets, Investment Reviews, Accounting Packs, Management reporting) data to third parties (ie: feeds to the clients internet sites) or other outputs (Investment Grids)

present

Dallas, TX

Cib Operations Fund Services Operations Financial Reporting Osd Senior Associate

Dallas, TX

Hermiston Group

present

Dallas, TX

Cib Operations Fund Services Operations Financial Reporting Osd Senior Associate

present

Be a primary point of contact for a single or multiple JPM client/s within the segment. Depending on the specific client this role may report into a Middle Office Client Lead
Represent JPM across all service and change discussions for Fund accounting, Fin Reporting, and Taxation
Be integral to the build out and continuous development of the new Middle Office model within Fund Services in EMEA
Ensure that the service quality that is delivered to clients is of an excellent standard
Build out a progressive approach to improving the quality of service delivered to the client
Support the Co-ordination and delivery of all key service reviews with the client
Maintaining an excellent and interactive relationship with internal partners inclusive of Client Service, Sales, Technology, Solutions, Custody and Prod development

Education Education

Bachelor’s Degree in Accounting

University of Delaware

Bachelor’s Degree in Accounting

Skills Skills

Good knowledge and experience in PowerBI tool
Gain working knowledge of the support workflow tool SNOW & Business Objects
Knowledge of typical desktop applications, (MS Office, MS Project, Visio, Acrobat Reader, Internet Explorer, Instant Messaging tools)
Gain in-depth knowledge of various report types
Self-starter
Project Management
Interpersonal skills and Team Building skills
Understand how each report measures & drive operational process both for internal and for our customers and how they add value to the Business
Effective Communication Skills
Expert in Advance Excel (Functions and Formula), Macros

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9 Senior Associate, Reporting resume templates

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Business Objects Reporting Senior Associate Resume Examples & Samples

Expert in BusinessObjects XI R3 or higher (Web Intelligence/Rich client/Universe designer)
Intimate knowledge of Data Warehouse models and concepts (facts, dimensions etc), with experience in Designing, Querying and Reporting from datamarts Strong knowledge of Oracle Database architecture and concepts
Hands-on experience with Oracle SQL, PL/SQL including testing, tuning and debugging queries and programs
Expert in Microsoft Excel with strong experience in creating analytical reports as well as using complex formulas and macros
Experience with ticketing systems like JIRA, HP Quality Center, etc
Communication - Ability to communicate effectively with a broad variety of clientele including all levels of management
Presentation – Ability to create and conduct presentations of reports using professional and user-friendly media
Experience with data visualization technique and tools like Tableau, Qlikview etc
Using Statistical methods for Data Analysis
VBA programming
Preferred 4-year degree in Computer Science or related field
8+ years of Information Technology experience including 6+ years of progressively responsible work experience in business systems and database analysis using the above mentioned required skills
Experience in working with Offshore development teams and coordinating work efforts in different time zones

Reporting Analyst Senior Associate Resume Examples & Samples

Assist with improving the reporting process within Experience Management
Support Experience Management initiatives
Knowledge of professional service firms is a must
Strong communication, presentation, and interpersonal skills
Comfort with brainstorming and considering multiple opinions and perspectives – understanding multiple iterations are often required to develop an optimal end solution
Self-starter and proactive – able to work within constant cycles of change and maintain positive and collaborative relationships
Strong communication (English language verbal and written) skills, including development of structured arguments to influence the reader / audience
Ability to build relationships at all levels of the organization
Advanced aptitude in Microsoft Word, Excel, and PowerPoint
A minimum of 3-5 years data analyst (or equivalent experience) and project management experience
Experience in professional services firm preferred
Strong understanding of professional services (Consulting) operations, including sales, finance, and HR
Experience driving projects from an initial idea to implementation
Expert-level Microsoft Word, Excel, and PowerPoint
Experience with Spotfire preferred

Global Information Reporting Senior Associate Resume Examples & Samples

Navigating the audit planning process
Limiting the scope of IRS examinations, where possible
Addressing information reporting and withholding matters
Consulting on employment tax challenges
Navigating IRS practice and procedure
Voluntary disclosures
Understanding of tax information reporting and withholding implications of their operations as well as coordinating US tax laws with foreign tax laws to develop an optimal worldwide compliance strategy; and,
Possessing considerable technical skills, including federal tax, examination and dispute resolution process

Cib Operations Fund Services Operations Financial Reporting Osd Senior Associate Resume Examples & Samples

Support the Co-ordination and delivery of all key service reviews with the client
Support Snr Mgt with appropriate escalation of all issues, service updates, and progress updates for the client
Support client training requirements including maximizing self service opportunities
Ensure awareness of clients overall CIB operating model to present connected front to the client
Proven supervisory experience (121s, objective setting, reviewing work)
Solid experience in Operations or Client Service management
Strong evidence of organizational and time management skills
Ability to interact efficiently with Clients and effectively manage client expectations
Business Knowledge: Strong Product & Business Knowledge
Strong written and verbal communication skills with complimentary presentation skills
Ability to produce clear, concise, relevant and accurate documentation
Results driven - comfortable working across all levels of the organization and bringing teams together to achieve results

Senior Associate, Financial Reporting Resume Examples & Samples

Produce, validate, and distribute financial reporting
Utilize software such as SAP BusinessObjects Web Intelligence, QlikView, Qlik Sense and SQL to individually create or aid others in building reporting solutions that provide insight into operational results and financial trends
Work with end users to develop solutions to ad-hoc analytical and reporting requests while utilizing available tools and technologies
Serve as subject matter professional for internal clients performing analysis and creating management reporting
Minimum four years of financial analysis or similar experience; preferably within a professional services firm or similar environment
Experience with reporting tools such as BusinessObjects, Hyperion Financial Management "HFM", Web Intelligence, QlikView, Qlik Sense and/or SQL preferred

Senior Associate, Federal Financial Reporting Resume Examples & Samples

Execute day-to-day financial management and reporting activities, to include transactional analysis, financial reconciliations, and financial statement analysis
Document existing processes, evaluate against Federal Accounting Standards and U.S. Treasury regulations
Identify process gaps and recommend corrective actions to align processes to authoritative requirements
Work with client management to evaluate operating and performance improvement procedures and identify areas of improvement
Participate in developing presentations based on technical findings to be delivered to broad audiences of non-financial representatives
Four years of experience in Federal financial management
Experience in Federal financial reporting and/or auditing in accordance with Office of Management & Budget (OMB) guidance, Federal Accounting Standards Advisory Board (FASAB) standards, Government Accountability Office (GAO) Yellow Book and/or GAO Financial Audit Manual
Experience in the preparation, review, and/or analysis of financial statement for U.S. Federal government entities with a working knowledge of the United States Standard General Ledger (USSGL)
Bachelor’s degree in accounting from an accredited college/university
CPA and/or CGFM/CDFM certifications preferred

Control & Reporting Senior Associate Resume Examples & Samples

1+ years of Accounting or related experience (CPA and/or public accounting experience is a plus)
Proficiency in Excel and ability to learn new applications
Strong organization and communication skills
Ability to work effectively in a fast-paced matrix organization
Ability to adapt quickly & maintain flexibility with regard to ad-hoc projects, revisions to areas of responsibility, and organizational changes

Senior Associate Reporting & Process Analyst Resume Examples & Samples

Identification of opportunities for process improvement and automation
Structuring AP reporting
Delivery of monthly, weekly and ad hoc reports
Support for AP Supervisors in regards to quality control and quality related initiatives
Providing in-depth analysis of AP process performance to local management
Responding to process stakeholders in a timely and professional manner
Adhering to the efficiency, quality and business conduct parameters
3+ years of accounting experience in SSC/BPO, preferably in AP department
Fluent English (knowledge of German would be an asset)
Working knowledge of financial tools and software packages (knowledge of SAP would be an advantage)
Excellent knowledge of MS Excel and Access (VBA would be an advantage)
Understanding of principles of process improvement and automation
Ability to work independently with limited supervision and to successfully handle multiple tasks
Accountability and ownership for the tasks entrusted to the role holder
Strong research, communication and analytical skills

Complaints Systems Reporting Senior Associate Resume Examples & Samples

Lead all related analytic, reporting and technology efforts; manage project lists
Design and develop dashboards, scorecards, controls and reporting
Produce adhoc analysis and reporting; summarize findings and insights across all management levels
Monitor and analyze control findings and trends
Conduct regular reporting walk-through meetings and drive follow ups
Create and maintain related procedures, process flows and documentation
Subject matter expert for complaint policy, standards, related processes, controls and data
Bachelor's degree and prior analysis and reporting work
Experience and comfort using Microsoft Office (Excel, PowerPoint, Access, Sharepoint); SAS, Tableau preferred
Excellent communication and presentation skills to different audience levels
Strong attention to detail and time management skills required
Prior business requirements, procedures and documentation experience preferred
Prior Quality Assurance and User Acceptance Testing experience preferred

Reporting Analyst Senior Associate Resume Examples & Samples

Assist with improving the reporting process within EM
Independently responds to EM and internal client’s ad hoc reporting requests while also being responsible for producing reoccurring reports within agreed upon deadlines
Responsible for maintaining adequate coverage of ad hoc reporting requests during business hours (may require overtime)
A minimum of 2-4 years data analyst (or equivalent experience)
Experience with Spotfire and/or Tableau preferred

Control & Reporting Senior Associate Resume Examples & Samples

Work with Finance Manager in performing a limited weekly payables review
Perform in-house audits of coupon redemption vs. product purchases for payment consideration
Work with NASS Receivable team in the resolution of invalid deductions related to coupons
Work with Supply Chain and DMO in the management of NAN/NEB family and sku coding
Support and manage PinPoint Data to ensure accurate verification of promotional bar coding
Support onboarding training program for new brand personnel with coupon accountabilities
Support month-end close accountabilities and report archiving
Ability to generate ERT (product purchase reports) to analyze performance and case dispositions
Work with Finance Manager in escalation protocol management with Sales Strategy, Brand Finance etc
Work with Finance Manager and support third party relationship with Inmar to effectively manage coupon operations, payment administration, and various controls
Bachelor's degree in Accounting or Finance
Proficiency in executing through reporting tools (Microsoft Excel, Pivot Table, Tableau, etc.)
1+ years in Finance or Accounting (auditing with strong sense of natural curiosity and problem solving.)
Excellent communication and negotiating skills to present and resolve sensitive issues at different levels within the PepsiCo organization
Able to manage daily business and make recommendations and implement efficiencies
Ability to constantly adapt in an environment of change in business processes, technologies, and business management

Senior Associate Finance Reporting & Planning Resume Examples & Samples

Start-ups through large multi-international organizations
Process improvement in, industry knowledge, and applications of at least one of the following focus areas
Internal and external reporting
People and organization structures
Performance management, budgeting and forecasting capabilities
Cash flow optimization and the use of capital; and,
Maintenance and building of cost-effective controls

Senior Associate, Operational Reporting Resume Examples & Samples

Bachelor’s degree in business, statistics, math, or similar area is required
At least 2 years of prior experience as a business or reporting analyst with responsibility for providing insight and recommendations on reporting analysis
Technical expertise with reporting as well as proven experience in driving business results through effective analysis
Experience building and implementing reporting models
High proficiency in working with Access, Excel, PowerPoint, Word, Visio and cost/benefit analysis
High degree of previously demonstrated analytical skill
Proficiency in SAS/SQL or other programming languages and in statistical analysis
Proficiency in HTML, JavaScript or other web based languages

Senior Associate Investment Reporting & Performance Resume Examples & Samples

Responsibilities related to monthly service delivery
Gathering and check of portfolio data received from Accounting(Hiport, Multifonds,others
Management of relation with the Client or the internal IRP team receiving the services
Managing the relation and answering client queries,
Maintain the client service KPI
Participating and organizing regular client services reviews
Maintain high level of understanding of the client requirements an concerns
Business development
Work in close cooperation with the global and local (AsiaPac) client development teams for supporting sales process and RFP
Management of production KPIs, follow up of queries
Participation to acceptance
Development of the BPSS Performance Measurement Systems

Senior Associate, Reporting Analyst Resume Examples & Samples

Produce and support high profile management reports to support critical business management and ad hoc reporting for Advisory leadership
Translate stakeholders requirements into reporting deliverables
Contribute to related technology improvements to help ensure reporting needs and capabilities are met
Compile inputs for annual budgeting process and help to define reporting capabilities with implementation of new tools
Track and develop process guidance for accruals, project codes and other financial management tasks
Perform basic analytical review of monthly financial statements
Minimum three years of reporting and analysis experience; preferably in a professional services environment
Experience developing reporting processes both financial and non-financial preferred with the ability to manage multiple complex reporting requests, including critical analysis of data
Understanding of budgeting and other financial processes
Proficient with Microsoft Office Suite applications including advanced Excel skills required; experience with Access and SharePoint preferred
Knowledge of project management technology such as MS Project or Clarizen is preferred

Senior Associate, Reporting Resume Examples & Samples

Graduation (Any Stream)
Diploma in IT / Systems Management
Certification in Project Management
IT/IS Support, Service Delivery, Process or Quality Certification (ISO, SEI CMM, Six sigma, ITIL, etc.)
Certified on Foundation Level Service Management from ITIL or similar standard / recognized body
Logical and analytical perspective
Must have working knowledge of usage of tools required for analysis & reporting Viz;, MS Office Suite, MS
Project, Visio, Instant Messaging tools & Internet Applications etc
Should have knowledge of Service Now reporting module
Minimum experience of 2 years in IT with at least 1 year in Project Management
At least 1 years in Trend Analysis
Good knowledge of MGIS REPORTING standards and trends in the industry
Microsoft VB, Business Objects, SNOW User
Expert in Advance Excel (Functions and Formula), Macros
Interpersonal skills and Team Building skills
Gain in-depth knowledge of various report types
Understand how each report measures & drive operational process both for internal and for our customers and how they add value to the Business
Gain working knowledge of the support workflow tool SNOW & Business Objects

Senior Associate Reporting & Process Analyst Resume Examples & Samples

Structuring reporting
Support for Management in regards to quality control and quality related initiatives
Creation and maintenance of Data Warehouse for the purpose of process analysis
Providing in-depth analysis of process performance to local management
3+ years of accounting experience in SSC/BPO, preferably in T&E or AR department

Control & Reporting Senior Associate Resume Examples & Samples

1+ years accounting experience preferred
Strong computer skills: Excel, Access, SAP FI/CO
Highly motivated individual capable of working independently. Self-starter that requires minimal daily direction
Ability to manage multiple priorities in an evolving environment
Ability to interact and communicate effectively with individuals from varying functions and levels

Senior Associate, Metrics & Reporting Resume Examples & Samples

Collaborate with team members to design and implement reporting solutions. Provide thought leadership, technical consultation and independent direction throughout all T&D report development, data visualization, and statistical analysis projects and initiatives
Generate organizational data requirements by working with internal and external team members to identify data elements and prepare detailed specifications, data maps, etc., for data collection, cleaning, and preparation. Work with T&D and external system teams to continuously improve the accuracy, efficiency, and capability of data management processes used by the T&D Metrics team. Proactively identify future data needs and obstacles, and troubleshoot complex reporting and data issues. Engage in continuous improvement of the quality, efficiency and impact of T&D reporting, analysis, and data warehousing deliverables and processes. Create technical documentation on a regular basis to support and sustain metrics projects and initiatives
Execute T&D strategic analysis projects by gathering and analyzing data, generating insights and recommendations, and communicating the results to partners and leadership
Pull required training data using manual, automated and manual-automatic hybrid processes. Arrange, aggregate and store data for efficient use by the Metrics team in its reporting, data visualization and analytical initiatives
Maintain the T&D Tableau reporting server infrastructure, including permissions roles and requests, shared data sources, metadata, and uptime considerations. Manage the Metrics team SAS server space and processes, including data input, storage, aggregation and access
3-5 years’ work experience in a data and/or systems-oriented role
Proven ability to productively collaborate with partners and stakeholders
Demonstrated expert-level skill with Microsoft Office products, particularly Excel, required
Ability to write basic to advanced SQL queries required
Experience with data visualization tools (Tableau) required
Experience with statistical tools (SAS, R) strongly recommended
Strong written and verbal communication skills to interact with a variety of audiences and convey information in an effective manner

Oversight & Control Senior Associate Reporting Role Resume Examples & Samples

Excellent written and oral communication skills with the ability to present information in differing degrees of detail and form depending on the audience
Proficiency in using MS Office software (Excel, PowerPoint etc) is definitely a plus
Presentation skills – comfortable with public speaking across various forums and is able to effectively and logically communicate when ideas are being challenged in an open forum
Ability to work and solve problems independently
Ability to work in a deadline oriented environment, with strong attention to detail
Self driven and able to prioritize effectively

Senior Associate, Insights Reporting Analyst Resume Examples & Samples

Designs and builds data visualizations using diverse sets of data to drive actionable insights
Transform large amounts of data into compelling visual stories to facilitate analysis and business decision-making, using data visualization tools like Spotfire
Create thought provoking and professional reports and models using Excel, PowerPoint, or other data visualization solutions as appropriate
Perform data integrity and audit checks to ensure accuracy of reports
Research, review, and analyze the effectiveness and efficiency of existing reports, and develop strategies for enhancing and improving the performance of these reports
Troubleshoot to trace report performance issues to root cause
Prototype and build dashboards integrating data from multiple sources
Develop interactive visualizations allowing operational metrics to be summarized at an organizational level and/or presented at team/individual levels
Proficient in report development and analytics
Proficient in the use of SQL, TOAD and Microsoft Office Suite
Experience with visualization tools such as Spotfire
Experience with Salesforce, a plus
Familiarity with Hadoop or Data Wrangler, a plus
Experience writing in R, Python or similar languages, a plus
Strong analytical aptitude and an understanding of statistical methods
Strong desire to use technology to solve complex problems
Innovative thinker who is self motivated to complete projects and tasks on time
Ability to establish priorities, work on multiple assignments and meet deadlines
Excellent written and verbal skills with the ability communicate to all levels of management
Proactive with a positive attitude

Senior Associate, Financial Reporting Resume Examples & Samples

Assisting with month end close processes of the management company including international subsidiaries
Researching, documenting and implementing new accounting standards (leases, revenue recognition)
Documenting accounting policies and procedures
Key player in developing and driving process improvement and automation initiatives
Modeling and projecting month end results to actively monitor regulatory capital levels
Assisting with audit coordination and regulatory filings
Work with Third Party Admin in HK and Singapore
3-5 years of public accounting experience

Senior Associate Metrics Reporting Resume Examples & Samples

Knowledge and experience in managing large and complex data sets
Able to convert raw data into visually powerful and impactful graphs and analysis
Comfort working with financial statements (U.S. GAAP)
Knowledge of sourcing/procurement processes is a plus

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