Financial Reporting Lead Analyst Resume Sample
Kurt Blanda
3440 Bode Hill,
San Francisco,
CA
+1 (555) 829 3381
Work Experience
Financial Reporting Lead Analyst
04/2017
-
PRESENT
Detroit, MI
- Be seen as a leader/subject matter expert amongst the team
- Perform root cause analysis and explain drivers of reconciliation differences, data quality issues, and variance analysis to senior management and key customers
- Convey, organize, package and deliver ideas to senior management/senior stakeholders and influence others
- Drive & facilitate meetings
- Engage key stakeholders to explain reasons for variances/data quality issues, drive stakeholders to implement sustainable solutions, and lead to staff toward the same
- Recommend process re-engineering and oversee/drive implementation where accountable
- Oversee the use and assess effectiveness of controls and enhance where required
- Address any Basel III related business inquiries (model, parameters, submissions, technology, finance, reporting etc.)
- Support Individual Markets leadership in decision making with insightful reporting and analytics
Cbna-gf-financial Reporting Lead Analyst
04/2010
-
03/2017
Houston, TX
- Analyze and monitor key trends and performance indicators
- Partner with other Individual Markets Finance team members on sales, expenses and planning activities
- Develop analysis and insights around Individual Markets products and subsidiary earnings
- Strong communication skills, ability to work in a team environment and support multiple business partners including senior leadership
- Create professional reports and presentations
- Willingness to learn on the job and grow
- Continuously strives to provide superior products and customer service
VP, Financial Reporting Lead Analyst
06/2003
-
10/2009
Houston, TX
- Expresses oneself in an open and honest manner
- Demonstrates self-awareness and embraces feedback
- Analyzes issues from multiple perspectives; seeks the opinion of others
- Monthly financial closing cycle activities to finalize the Firm’s books and records for USCCB activity
- Interfacing with Citigroup’s Corporate Reporting area on reporting variance questions and issues
- Advising and interfacing with Controllers’ functions in other geographic sites
- Month-end close, QMemo
- Accruals, journal entries, BS account reconciliations, eRecon PO & AO attestations, EUC review & attestation
Education
Fairleigh Dickinson University - Metropolitan Campus
1998 - 2002
Bachelor's Degree in Finance
Professional Skills
- Excellent verbal and written communication skills and ability to drive discussions
- Finance/Accounting experience, specifically with experience in management reporting and analysis
- Prior relevant working experience
- Professional communication/interpersonal skills at all levels
- Accounting/Finance experience, with general ledger accounting, treasury, brokerage accounting, financial analysis, and/or bank reporting required
- Strong knowledge of financial analytics, budgeting and reporting
- Experience in Accounting, Finance
How to write Financial Reporting Lead Analyst Resume
Financial Reporting Lead Analyst role is responsible for leadership, interpersonal, retail, finance, credit, securities, training, planning, reporting, events.
To write great resume for financial reporting lead analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Financial Reporting Lead Analyst Resume
The section contact information is important in your financial reporting lead analyst resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Financial Reporting Lead Analyst Resume
The section work experience is an essential part of your financial reporting lead analyst resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous financial reporting lead analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular financial reporting lead analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Financial Reporting Lead Analyst resume experience can include:
- Good leadership skills, dependable, proactive with sound analytic and decision making ability
- LRR -MCA test and review the results as part of the on-going validation
- Monthly and Quarterly Thresholds Review and Validation in terms of LRR submissions. - Review LRRGC in terms of issues and escalations
- Monthly and Quarterly scorecard review and validation
- Comfortable working with multicultural, geographical diverse stakeholders / partners and demonstrate ability to work with senior management
- Previous exposure to Regulatory Reporting strongly desired
Education on a Financial Reporting Lead Analyst Resume
Make sure to make education a priority on your financial reporting lead analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial reporting lead analyst experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Financial Reporting Lead Analyst Resume
When listing skills on your financial reporting lead analyst resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical financial reporting lead analyst skills:
- Strong interpersonal skills and ability to work with multiple functions (Corporate Reporting, Finance, Risk, Operations, Technology, GPO)
- High level of energy with strong collaboration and communication skills
- Strong analytical, interpersonal, presentation and communication skills with an eye for details
- Carry out instructions effectively and efficiently
- Able to communicate effectively and efficiently in both written and oral form
- Previous experience with Citi systems including PEARL
List of Typical Experience For a Financial Reporting Lead Analyst Resume
1
Experience For Cbna-gf-financial Reporting Lead Analyst Resume
- Strong interpersonal skills and ability to work with multiple functions (Corporate Reporting, Finance, Risk, Operations Technology)
- LRR Controls and Systems
- 6)Regional insight Regional Lead for LATAM. Country pilot: Peru
- Countries LRR Regional lead for reviews and trainings (Directive and controls)
- Provide support and monitor the resolution of the issues found in the E2E process
- Develop product-level profitability analysis, with detailed segmentation by key driver
2
Experience For Ccar Financial Reporting Lead Analyst, VP Resume
- Participate in month-end close process to ensure accuracy of partner related payments, accruals, and reserves
- Support Citi Retail Services business-wide financial analyses, as needed
- Support Corporate Reporting and country Controller’s organization to incorporate the managerial reporting elements as part of the finance global transformation initiative in the following areas
- Achieve single accountability for all financial data under the Controller’s group scope. Responsible for explaining the variances of actual balances, specific events and other financial analysis to both the Controller and FP&A teams
- Monthly, quarterly and annual preparation of FR Y14A, 14Q and 14M schedules; establish effective working relationships with CCAR GPO, CCAR RegInsight Implementation Manager
- Participate on committees and working-groups with Finance, Risk, Risk Architecture, Corporate Reporting and CSS FRO. Escalate issues and interface with operations units ensuring appropriate corrective actions are taken
3
Experience For VP, Financial Reporting Lead Analyst Resume
- Produce metrics to senior management highlighting key issues and remediation status, maintain and enhance related operational and analytical procedures
- Document and establish business requirement documents, review Test script for testing and liaise with business partners to ensure successful migrations to Production environment of key technology releases
- Creating a governance committee composed of executive and senior management to provide oversight of activities related to Legal Entity Management including defining and aligning goals, ensuring sponsorship, ownership and accountability
- Determining and implementing a tactical solution to the accuracy and completeness of data as well as complete data consistency between Citi’s legal entity systems
- Reducing the number of legal entities while maintaining the structural support required to meet the company’s resolution planning and business goals
- NP loan sales
- Creating a formal governance function to cover entities beyond Citi’s key operating entities; enhance current governance practices; implement and document Policy and Standards for corporate charters, requirements for periodic board meetings or unanimous consent, appointment of directors and officers; and, ensure compliance with Policy and Standards
- The person's primary responsibility is to support finance controllership function for Hong Kong legal entities. The role focuses on local regulatory reporting to Securities and Futures Commission “SFC” and Hong Kong Exchanges & Clearing Ltd “HKEX”. Other key stakeholders and partners include Finance & Risk Shared Services, Operations, Regional controllers, external and internal auditors
List of Typical Skills For a Financial Reporting Lead Analyst Resume
1
Skills For Cbna-gf-financial Reporting Lead Analyst Resume
- Prepare actual vs plan/reforecast and prior year variance analysis
- Effective communication: cross-functional collaboration, presentations to Senior Management, issue resolution with Technology
- Determining and implementing a tactical solution to data accuracy, completeness, and consistency between Citi’s legal entity systems
- Maintaining the Legal Entity Standard including roles and responsibilities; and
- Developing communications and training for all stakeholders and responsible individuals to support compliance with the Legal Entity Standard
2
Skills For Ccar Financial Reporting Lead Analyst, VP Resume
- Perform UAT testing including authoring test scripts and recording results; coordinate Prod Parallel testing and Production release
- Integrated Close monitoring (charge out, direct expense variance and MoM variance Explanation etc.) Monitoring of Restructuring Reserves
- Summarize and present issues and findings related to significant matters, including obtaining board approval for significant transactions
- Improve reporting proficiency and expand the use of Smartview, Adaptive, and other queries & reporting tools
- Meet tight deadlines and work additional hours during peak sessions
- Early warning variance analysis, FRS quality check responses, CRR requests
- Monthly Basel reporting, GARS, SPEAR quarterly input, semi-annual
- 1) Lead and Managed the Local Reporting Directive which includes
3
Skills For VP, Financial Reporting Lead Analyst Resume
- Develop and implement any action post the BRCC meeting
- Coordinate with GFTS the LRR implementation initiative including the project plan approval and review
- 4) Regional business owner for RDW/Data Mart including implementation change approvals
- LRR Data Quality (DMM - Non US Regulatory Reporting)
- Highly motivated, organized and methodical
4
Skills For Controllers Financial Reporting Lead Analyst Resume
- Willingness to “take ownership over their responsibilities”
- Make suggestions to management based on analysis
- Systems reconciliations (qrm v Citilink, MBS trade entry v qrm)
- FDW-prepare HFS loan files monthly
- Prepare the regional BRCC/LRRGC material to senior management
- 2) Regional champion for the GRRITT which includes
- Coordinate the Inventory analysis by country to make sure if all the complexity levels are correct
5
Skills For Financial Reporting Lead Analyst, Latam Resume
- Support the resolution of issues in case of doubts from the countries
- Act as first level production support for GRRITT system
- Coordinate and follow-up the quarterly attestations
- 3) SME LRR implementations for LATAM (UY, EC, PY, DR, CR, SV)
- Review the reports model and flows versus the regional model
- Coordinate reports automation based in IA or local regulator reviews requests
6
Skills For Financial Reporting Lead Analyst, Basel, VP Resume
- Prepare the monthly technology forum in coordination with GFTS
- 5)Coordinate and perform annual attestations related to
- Support the CCAR workstreams with Internal/External/Fed Audits/Exam, addressing MRAs, MRIAs and ICAPs, as well as reviewing responses to audit requests and corrective actions
- Ad-hoc reporting and analyses
- Prepare reports, analytics and presentations for senior management
- Coordinate and prepare quarterly IM earnings deck
- Liaise regularly with other members of Individual Markets FP&A, Controllers and Agency Finance, as well as key business partners in Actuarial and Corporate Finance and Accounting
- Provide analytics around for both actual results (monthly, quarterly, yearly) and planning cycles
7
Skills For Rohq-fro-financial Reporting Lead Analyst Resume
- Understand drivers of sources of earnings
- Support other Individual Markets areas (Actuarial, Product, Strategy, etc.)
- Manage pre-close governance process, working with countries, business and FP&A stakeholders in Region and Global to ensure that there is clear communication for month end close through pre-close governance call, close monitoring of tracker and to highlight / escalate any issue / problem where necessary
- Review the EBIT position for each of the business segment actively engage closely with Global stakeholders / FP&A and countries on True up / True down process
- Review Segment Balance sheet for abnormal items with Countries ,CAA teams / FRSS BSS / FRSS FA teams for appropriate resolution in a timely manner
- Collaborate with various business partners to drive GPO initiatives, process standardization and implementation
- Work closely with Asia accounting policy to ensure that countries / business follow appropriate accounting treatment which include specialized accounting – Hardware Capitalization process , Capital leases, accounting for Asset Restoration Obligation, evolving changes to Lease to embrace IFRS standards
- Engage with FP&A on Plan based charge outs and be a catalyst to relay to Controllers on reviewing the Plan charge outs for appropriateness of charges and ICSA (Intra Citigroup Service Agreements) needs
- Provide management oversight for monitoring / tracking of regional CTI IEP spend and tracking process for corporate submissions
8
Skills For Financial Reporting Lead Analyst C VP Resume
- Month end closing governance. Working with FPA, Country Finance teams to ensure that there is close monitoring of all month end close items
- Review business (CRS) Investment Expenditure Proposals (IEP) to ensure appropriate accounting is adopted in IEP
- Work closely with various business owners / leads in different regions for actual charge out/charge in to customers
- Key Responsibilities – Global functions
- Address the challenges on the settlement processes especially addressing issues of CSC’s – Citi Shared centers and lay a process to engage with countries / global for countries which are restricted and non-paying / special handling
- Support on Global initiatives like anniversary program, recognition programs and interface with countries and global on settlement issues, legal entity billing process, taxation issues etc
- Liaising with Global / Country Controllers on Non Paying settlement process, tracking settlement on regular basis to ensure recoveries are accounted for properly in legal books
- Knowledge of APS – Allocation Processing system, Pearl – Management reporting system preferable. Working knowledge of Excel, Powerpoint desirable
9
Skills For Financial Reporting Lead Analyst Quality Assurance Team Resume
- Deep understanding of finance / accounting, governance and controls so as to be able to take appropriate business decisions together with country finance teams
- Delivery of key externally committed regulatory milestones for Part 30 reports; establish effective working relationship with FRSS Regulatory Reporting Transformation Senior Manager and Manager
- Responsible for gathering and documenting all requirements to implement CCAR schedules in RegInsight; Review technical development documents
- Support preparation of financial packages for business reviews, investment/marketing campaign reporting, and other financial reports, as needed
- FR2436 derivatives reporting
- Produce analytics for variance and root cause on platform functionality build-out, data feeds, product and processes
- Represent FRSS as global liaison among Finance, Risk, FRI and Corporate Regulatory Reporting. Prioritize material issues and interface with appropriate work streams ensuring appropriate corrective actions are taken
- Review/preparation of SFC & HKEX reporting, statistics and surveys data and procedures to ensure compliance with the regulatory requirements
- Delivery of legal entity financial results to the Governing Committee / Board
10
Skills For Financial Reporting Lead Analyst C-VP Resume
- Continuously strengthening the control environment and identify area for improvements
- Attention to detail and consistency in execution and deliverables
- Review/preparation of annual statutory account and participate in audit process
- Partnership with peers to deliver projects, system implementation, and improvement/automation initiatives
- Support ad hoc queries and projects
- Proficient in Microsoft Office (Excel, Access) applications
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