Senior Financial Reporting Associate Resume Samples

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N Zieme

Newton

Zieme

98159 Marcos Loaf

New York

+1 (555) 932 0811

98159 Marcos Loaf

New York

Phone

p +1 (555) 932 0811

Experience Experience

New York, NY

Senior Financial Reporting Associate

New York, NY

Pouros, Stoltenberg and Morissette

New York, NY

Senior Financial Reporting Associate

Assist in the development of monthly and quarterly financial updates for Financial Management and the business group
Assist in the preparation of presentations for senior management to provide key analytics to our business partners
Assisting management in maintaining service & operation workflow
Assist the manager with the preparation and upload of certain quarterly GAAP Supplemental exhibits
Assist in any annual audit related work and respond to requests for support material
Communicating with client’s auditors and providing necessary assistance
Assist in the preparation of the subsidiarys quarterly stand-alone financial results and analysis presentation for senior management

Boston, MA

Senior Financial Reporting Associate Alm

Boston, MA

Jacobi, Volkman and Gleichner

Boston, MA

Senior Financial Reporting Associate Alm

Statutory investment disclosures (footnotes and MD&A) for quarterly and annual financial statements filed with various state departments of insurance and the National Association of Insurance Commissioners (NAIC))
Investment portfolio analysis for business partners and presentations of statutory results for various Senior Management packages
Information requests from Enterprise Risk Management and various other business partners (standard, ad-hoc)
Statutory investment disclosures (footnotes and MD&A) for annual audited financial statements
Self-motivated and proactive; highly organized, conscientious and detail-oriented
Proficient with Microsoft Office applications (Excel, PowerPoint)
Knowledge of investment products a plus

present

Phoenix, AZ

Senior Financial Reporting Associate Fin G

Phoenix, AZ

Ritchie, Rice and Kassulke

present

Phoenix, AZ

Senior Financial Reporting Associate Fin G

present

Support the development of the monthly and quarterly reporting packages to the Business Units, includes running reports daily during the close
Investigate key business drivers for the Expense variances and provide insightful analytics
Continuously identify efficiencies and improve effectiveness by determining best practices
Assist with Projects/Initiatives
Support the quarterly account reconciliations & pass sign-off process
Responsible for the booking of the journal entries and Inter Profit Center Charges for the business units
As a member on the Expense Accounting & Reporting team, continuously collaborate across the Shared Services teams and the Business Unit Finance areas

Education Education

Bachelor’s Degree in Accounting

Towson University

Bachelor’s Degree in Accounting

Skills Skills

Strong attention to detail
Ability to multitask
Validate the accuracy, reasonability and completeness of GAAP financial results, including the balance sheet and income statement
Excellent writing and communication skills
Coordinate reporting of International Insurance's reinsurance activity, including preparation of journal entries, retrocession, and quarterly settlements
Provide assistance with ad-hoc requests from country subsidiaries or other business partners
CPA qualification
4 years with an SEC company
1-2 years of experience in senior staff level role at a Big Four or Second Tier Firm
Experience supporting a team and being a team player

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Senior Financial Reporting Associate Fin G Resume Examples & Samples

Support the development of the monthly and quarterly reporting packages to the Business Units, includes running reports daily during the close
Investigate key business drivers for the Expense variances and provide insightful analytics
Responsible for the booking of the journal entries and Inter Profit Center Charges for the business units
Continuously identify efficiencies and improve effectiveness by determining best practices
Knowledge of GAAP and STAT accounting principles
Experience with providing analytics of financial Results during monthly/quarterly deliverables
Highly motivated with a focus on quality and timeliness

Senior Financial Reporting Associate Resume Examples & Samples

Accounting and financial reporting for Prudential Global Funding (PGF) subsidiary
All aspects of the reporting and analysis of General Account, Domestic and International derivative and foreign exchange (FX) activities
Treasury Operations including debt reporting for the Enterprise, accounting/reporting for Treasury Stock
Complete the daily profit & loss (P&L) statements and accounting entries for investment activity, including interaction with derivative Traders
Prepare the PGF subsidiary monthly and quarterly book close journal entries
Reconcile ledger accounts to appropriate supporting system reports or data
Assist in the preparation of the subsidiarys quarterly stand-alone financial results and analysis presentation for senior management
Prepare PGF stand-alone annual reports, including financial statements and footnotes
Daily monitoring of derivative trades for proper hedge code assignment
Quarterly monitoring of international hedge effectiveness testing
Coordinate with functional and business partners in PGF Operations, PGF Traders, PGF Documentation Group, PGF Systems, International subsidiaries, Treasurers, and Investment Risk Management, as well as Internal and External Auditors
Ensure that the accounting and financial reporting processes and deliverables are controlled and meet Sarbanes-Oxley requirements
Undergraduate degree in Accounting or Finance
Able to effectively prioritize and manage time in a fast-paced, ever-changing and challenging environment
Experience with Oracle general ledger, SUMMIT FT and GAAP Reporting Supplementals a plus
Flexibility to work overtime required

Senior Financial Reporting Associate Resume Examples & Samples

As a member of the Expense Accounting & Reporting team, the associate will need to collaborate within the Shared Services team in support of the Business Units, regarding highly sensitive and confidential information
Assist in the development of the monthly and quarterly Rightsizing & Restructuring reporting packages; such as updating quarterly roll forwards as well as tracking of notifications and settlements to ledger and 3rd party services
Responsible for the monthly and quarterly booking of the journal entries for Rightsizing & Restructuring liabilities and tracking of settlement activities across the business units
Support the Quarterly Account reconciliations & pass sign-off process
Assist with Projects/Initiatives
Support various ad hoc projects
Bachelors or Graduate degree in Accounting or Finance
Expense, financial reporting experience or related field
Experience with Prudential Financial Systems preferred but not required (Essbase, OBI, Charms and WebADI)

Senior Financial Reporting Associate Alm Resume Examples & Samples

Statutory investment disclosures (footnotes and MD&A) for quarterly and annual financial statements filed with various state departments of insurance and the National Association of Insurance Commissioners (NAIC))
Statutory investment disclosures (footnotes and MD&A) for annual audited financial statements
Information requests from Enterprise Risk Management and various other business partners (standard, ad-hoc)
1 - 4 years relevant work experience; experience in financial services a plus
Self-motivated and proactive; highly organized, conscientious and detail-oriented
Demonstrated analytical, conceptual and critical thinking and problem-solving skills
Strong interpersonal skills, capable of working collaboratively to accomplish shared objectives
Able to effectively prioritize and manage a complex workload in a dynamic, deadline-driven environment
Experience with financial reporting applications (Oracle general ledger, EFDW, Essbase)
Knowledge of technical accounting principles and reporting requirements (SSAP and GAAP) preferred
Knowledge of investment products a plus

Senior Financial Reporting Associate Lif X Resume Examples & Samples

Minimum of two years of relevant experience
Strong partnering and communication skills
Self-motivated, ability to work independently and as part of a team

Senior Financial Reporting Associate Resume Examples & Samples

Support and participate in quarterly GAAP & Statutory Multi-Year Plans and forecast updates
Assist in the development of monthly and quarterly financial updates for Financial Management and the business group
Understand key business drivers, how they impact the business, and the implications to forecasts and plans
Analyze plans and forecasts to identify key issues and trends
Support the Group Insurance business with ad hoc requests
Finance or Accounting degree

AVP / Senior Financial Reporting Associate Resume Examples & Samples

4+ years of Reporting experience
Previous experience with Credit Derivatives, Financial Reporting / Systems, Fixed Income, Internal Reporting and Valuations
Mortgage-back Security (MBS) experience

Senior Financial Reporting Associate Resume Examples & Samples

Fixed G&A expense actual reporting, support and analysis
Planning, analysis and forecasting of fixed G&A expenses as part of the forecasting, multi-year plan, and budgeting processes
G&A Expenses, Management Reporting Support
Support quarterly Flash process, Quarterly Reporting Package (QRP), Distribution P&L and segment results for the quarterly close
Service Level Agreement/Inter Profit Center planning and reporting
Assist in the preparation of presentations for senior management to provide key analytics to our business partners
Preparation and support of reporting for the Prudential Insurance Agency legal entity, ie monthly journals, yearly statement of financial condition and statement of operations, business cases, etc
Disbursements Authority Requirements support
Headcount and vacancy reporting
Provide support for Sarbanes Oxley related submissions for fixed G&A expenses
Participate in industry surveys
Conduct ad hoc financial and statistical analysis
Knowledgebase procedures; Business Continuation planning/testing
Strong PC skills (MS Office Applications)
Familiar with Oracle General Ledger, SQB, Essbase, Clarity, OBI
Solid analytical and financial skills
Strong verbal and inter-personal skills
Ability to work independently and be a team-player

Senior Financial Reporting Associate Resume Examples & Samples

Coordinate reporting of International Insurance's reinsurance activity, including preparation of journal entries, retrocession, and quarterly settlements
Assist with external financial disclosures, including preparation of required supplemental GAAP disclosures such as cash flow statements etc. for PICA International Insurance Segment
Participate in special projects to support the ongoing effort to improve and enhance the financial reporting processes for subsidiaries or supporting new financial reporting initiatives
1-2 years of accounting / financial reporting experience
General knowledge of USGAAP accounting and reporting
Strong familiarity with the Prudential accounting systems (Oracle, Financial Data Warehouse including Ad-hocs, PFAP, PASS, etc.) is a plus
Proficient analytical and organizational skills with a close attention to detail
Must be able to work independently and as a team member

Senior Financial Reporting Associate Resume Examples & Samples

Assist in the management and completion of all aspects of the monthly and quarterly close process on both a STAT & GAAP basis for particular insurance products
Assist in the management and completion of all aspects of the quarterly reporting deliverables for the Other Business profit center (PFAP Financials, GAAP Package Supplementals, PASS reconciliations, Required Equity)
Prepare year-end and quarterly statutory exhibits for the EDBS products reported in the Prudential Insurance Company of America (PICA) blue book
Partner and build relationships with key business contacts (both internal and external)
Assist Manager with consolidating, analyzing and submitting the quarterly forecasts utilizing the Clarity forecasting tool
Undergraduate degree with a major in Finance or Accounting with a minimum of 2 years of experience
Demonstrated knowledge of GAAP and Statutory accounting principles and actuarial concepts
Strong organizational skills with the ability to work under tight deadlines
Results oriented and attentive to detail
Experience in preparing financial reports and related analysis for management
Proficiency in Microsoft Office (mainly Excel; PowerPoint and Word are a plus)
Working knowledge of Prudential financial systems is a plus (Oracle GL, SQB/BI, FDW, Clarity, Corp Tax)

Senior Financial Reporting Associate Resume Examples & Samples

Record cash entries for C&O entities, monitor Tracers reports for cash activity
Forecast and input wire transfers for 3rd party and affiliated payments and capital transactions using GTreasury
Complete statutory state requests (approximately 60 annually), working with business partners, TPAs and the Statutory Reporting unit
Book monthly activity to ledger from the TPAs
Quarterly reconciliations of certain insurance related and equity accounts for PASS (Prudential Account Sign-off System)
Arrange for checks to be deposited (approximately 10 per month)
Submit Bank Account Management (BAM) and PPM requests, as needed, for bank and ledger maintenance
Assist the manager with the preparation and upload of certain quarterly GAAP Supplemental exhibits
Provide support for the Pru Foundation, including processing of invoices through Pride, pay monthly invoices via AP, and reconcile the bank account monthly
Demonstrated knowledge of basic accounting principles and concepts
Demonstrated analytical and financial skills
Working knowledge of Prudential financial systems is a plus (Oracle GL, BI, FDW)

Senior Financial Reporting Associate Resume Examples & Samples

Undergraduate degree in accounting, finance, or business related fields
2 - 4 years of accounting / financial analysis experience
Good analytical skills and financial modeling experience
Ability to work in a fast-paced and challenging environment

Senior Financial Reporting Associate Resume Examples & Samples

Preparation of various subsidiary financial statements and disclosures, and legal entity financial statement analysis
Assist in special projects, initiatives and ad-hoc report and analysis requests
2 - 3 years of financial reporting and analysis experience
Strong collaborative and partnering skills
Self motivated, proactive, detail oriented

Senior Financial Reporting Associate Resume Examples & Samples

Partner with Business Unit and Corporate areas in support of monthly, quarterly and annual general ledger close cycles
Support quarterly/annual internal and external audit requirements
2 - 4 years of accounting / financial reporting experience

Senior Financial Reporting Associate Resume Examples & Samples

Bachelor's Degree required in Accounting (preferred), Finance or Economics
Two plus years experience in accounting and financial reporting in a large financial services company, preferably in an insurance company
Knowledge of Oracle general ledger system or other major ledger system preferred
Overtime is required during peak periods throughout the year (quarter close), especially during the year-end close process (January and February)

Senior Financial Reporting Associate Resume Examples & Samples

Bachelor's or Master’s Degree in Accounting
CPA qualification
4 years with an SEC company
1-2 years of experience in senior staff level role at a Big Four or Second Tier Firm
Investment management and/or financial services experience

Senior Financial Reporting Associate Resume Examples & Samples

Prepare investment income and realized gain loss summary schedules and analysis for total PFI, PFI excluding Closed Block Division (CBD), CBD, and International Operations
Reconciliation of investment results schedules to Oracle general ledger and Financial Statements
Prepare the realized investment gains loss MD&A
Preparation of SOX documentation and analysis of the SOX coverage amounts
Review of the monthly and quarterly impairment review files, which include the impairment pipeline, listing of impairments taken, historical impairments trends and charts, impairment bonds held and accrued schedule, and impairment rollforward exhibit
Review quarterly impairment calendar
Assist in the documentation of impairment recommendations and decisions with PIM Asset Management Units and maintain internal documentation, as support for SOX testing
Reconciliation of approved impairment amounts to ledger (scorecard)
Statutory investment footnotes for quarterly and annual financial statements filed with various state departments of insurance and the National Association of Insurance Commissioners (NAIC))
Coordination with control partners and external auditors during quarterly close cycle
Identification and implementation of process enhancements and efficiencies

Senior Financial Reporting Associate Resume Examples & Samples

Assist in the monthly and quarterly financial close process
Assist in the preparation of financial results packages / presentations and be able to provide insightful and impactful analytics of results
Manage daily cash activity and prepare cash reconciliations
Assist in developing and supporting internal control standards to ensure compliance with Sarbanes-Oxley and other external accounting policies and standards
Assist in any annual audit related work and respond to requests for support material
Assist in business specific special projects as needed
2+ years of experience in financial analysis or reporting
Strong analytical skills; detail oriented with the ability to summarize and report out on results
Ability to prioritize and manage multiple responsibilities under tight timeframes
Ability to collaborate across the Finance teams and foster relationships with multiple business partners
Ability to work in a fast paced environment, with flexibility based on current demands
Demonstrated commitment to personal growth and improvement
Technically proficient, with experience in MS Office desktop applications
Overtime may be required during peak periods

Senior Financial Reporting Associate Resume Examples & Samples

Support the monthly and quarterly close process, including journal entries, analyzing activity for the income Statement and balance Sheet, and account reconciliations
Prepare quarterly presentation slides for the balance sheet and income statement for senior management presentations
Validate the accuracy, reasonability and completeness of GAAP financial results, including the balance sheet and income statement
Research variance drivers for income statement and balance sheet accounts
Document internal control steps to ensure compliance with Sarbanes-Oxley and other external accounting policies and standards
Ability to collaborate across the Finance teams and foster relationships across multiple business partners
Ability to work in a fast paced environment with flexibility based on current demands
Demonstrate commitment to growth with desire to learn and continuous improvement mindset
Technical capability with experience in MS Office desktop applications

Senior Financial Reporting Associate Resume Examples & Samples

Plan Managers – powered by an unrivalled investment in technology, we manage employee share plan schemes for top employers, servicing over 150,000 employees
Shareholder Identification and Proxy Solicitation Solutions – we help issuers identify, locate and communicate to key shareholders to secure the votes they require
Preparing and auditing financial reports
Leading associates to respond to written and telephone enquiries from clients
Communicating with client’s auditors and providing necessary assistance
Assisting development programs and projects
Assisting management in maintaining service & operation workflow
Responding to ad hoc tasks

Senior Financial Reporting Associate Resume Examples & Samples

Coordinate XBRL planning calendar and review XBRL tags (ACRE)
Manage financial reporting calendars
Roll forward GAAP Checklists, Supplemental Checklists
Roll forward of 10-Q/K and 8-K/Earnings Release
Process comments on 10-Q/K and 8-K from management, internal and
External auditors
Consistency check on public filings, presentations, websites
Competitor research and analysis
Update websites quarterly: ACRE, ARCC, Ares – Credit and Real Estate
Manage Quarterly Presentations – Investor Relations, Earnings
Presentations, Lender
Consistency check with other SEC filings (equity/debt offerings, N-2, etc)
Prepare Earnings Announcements
Coordinate internal certifications (ACRE)
Advanced GAAP research of accounting standards (ARM research tool)
Technical memo preparation
Special projects –update ASU tracker, research library, memo tracking,
Disclosure improvement
Adhoc assistance with other public funds within the Credit Group (ARDC,
ACSF) and private funds (ARDC, ACF)

Senior Financial Reporting Associate Resume Examples & Samples

Prepare quarterly GAAP/AOI, Stat, and forecasting results
Prepare quarterly derivative investment results deck for Senior Management
Manage GAAP package submissions by partnering with subsidiaries contacts and reconciling derivative information to ledger
Record treasury stock transactions
Compile debt market value reporting
Compile interest expense consolidation
Prepare derivative footnote for Statutory Blue Books
Assist with 10Q/10K ASC 815 derivative disclosures, including the Debt and Derivative Footnote, derivative analysis reported in the Realized Gains/Losses MD&A and the ASC 820 Fair Value derivative disclosures
Work with Oracle (Prudential General Ledger), SUMMIT derivative valuation system, IRISK, and GAAP Package tool
Partner with internal and external auditors, investment operations, GAAP consolidation, and the SEC Reporting group
Design, automate, and maintain various spreadsheets used to compile and analyze data
Support new department initiation and other ad hoc projects
Overtime required during peak period
BS degree in Accounting, Finance, or Economics
Advanced degree and certifications (e.g. CPA) a plus
Proficient in Excel, Power Point and Word
Familiarity with Oracle, Clarity/XBRL a plus
Strong sense of team work

Senior Financial Reporting Associate Resume Examples & Samples

Continuous collaboration across the Shared Services teams, Corporate Center & BU Finance areas, Human Resources and Corporate Management Reporting, including handling highly sensitive and confidential rightsizing and severance information
Record the monthly and quarterly journal entry transactions for Rightsizing & Restructuring liabilities and tracking of settlement activities across the business units
Record transactions supporting other activities of the corporate centers and business units including corporate center chargebacks to the business units
Support in the development and release of monthly and/or quarterly reporting packages to the company Controller, VPs of Finance, and other business partners
Investigation of key business drivers leading to insightful analytics of expense variances
Support on-going tracking and reporting of the company’s engagements with PwC in support of the Proxy Disclosure
Support strategic initiatives focused on continuous improvement of all aspects supporting the Expense team’s deliverables
Execute quarterly account reconciliations related to journal activities in support of the PASS sign-off process
Expense and financial reporting experience
Knowledge of GAAP and STAT accounting principles preferred
Experience providing analytics of financial results during monthly/quarterly deliverables
Experience with Prudential Financial Systems preferred but not required (Smartview, OBI, Charms and WebADI)
Strong technical skills including Excel (knowledge of Access a plus)
Ability to work well independently and collaboratively