Management Reporting Analyst Resume Sample
Meagan Trantow
8844 August Fall,
Dallas,
TX
+1 (555) 712 0744
Work Experience
Lead Management Reporting Analyst
12/2016
-
PRESENT
Phoenix, AZ
- Prepare and present administrative cost results for various teams within Claims Cost Management, comparing budget to actual results
- Assist in creating administrative cost forecasts
- Prepare and present medical cost management forecasts for various teams within Claims Cost Management, ranging from detailed-level to high level
- Identify and explain fluctuations when comparing forecast to actual amounts
- Prepare recurring reports and presentations on a monthly basis
- Prepare ad hoc requests from outside organizations
- Utilize Excel, Access, and SQL to analyze multi-faceted data in an efficient and effective manner
Management Reporting Analyst
01/2013
-
11/2016
Chicago, IL
- Work with operational teams to assist in developing process improvements
- Three to five years’ prior experience in a Call Center Operations environment, and project management experience
- Two or more years’ experience in report creation
- Knowledge of WFM methodologies
- Superior interpersonal, influencing and collaboration skills. Able to present results to all levels of management and public. Able to work with a variety of disciplines and levels inside and outside of the organization
- Respond effectively to the most sensitive topics in writing. Ability to organize and write reports and presentations in original or innovative techniques or style on controversial or complex topics to top management
- Proactively and proficiently able to diagnose complex problems and identify solutions. Experience with analyzing and identifying the strengths and weaknesses of options and exercising critical thinking and judgment skills. Ability to analyze risks and identify ways to mitigate those risks
Experience Management Reporting Analyst
08/2008
-
12/2012
Philadelphia, PA
- Apply and maintain a broad knowledge of principles, practices, procedures, laws and regulations. Able to provide examples of situations needing rule interpretation and application. Proven experience in performing inductive and deductive reasoning to combine pieces of information to form general rules or conclusions and then apply those rules to specific problems to produce answers
- Strong work ethic, timely and accurately organize, prioritize and complete all job responsibilities
- Validate reporting and data feeds within the incentive compensation infrastructure and research and document anomalies, while being compliant with risk policies
- Work to continuously improve production validation and other processes
- Work with the technical staff to translate client requirements into technical specifications and participates in the testing and implementation of projects
- Creating and publishing business facing performance reports e.g. service roadmaps / SIPs, updates against these roadmaps / SIPs, management reporting packs
- Implement and manage the reporting calendar and regular timetable of activities. Support information contributors so they can adhere to timetables; proactively follow up for required information and validate / challenge as required to maintain the quality of the data
- Contribute to analysis of data, data collection processes, systems, and tools to optimize efficiency and data quality. Summarise and highlight key issues, exceptions. Identify and report deviations and trigger exception reports when appropriate
Education
Concordia University Wisconsin - Kenosha Center
2003 - 2008
Bachelor's Degree in Business Management
Professional Skills
- Strong analytical skills with demonstrated ability to communicate findings effectively
- Utilize expert level financial modeling skills to analyze trends, extract insights and validate findings
- Possess strong reasoning and analytical skills to merge statistical insights with business realities
- Prior experience of working in the finance or mgmt. reporting function of a consulting services or software vendor
- Advanced Excel (including Macros, advanced formulas) that would aid in creating efficiencies, and Advanced Powerpoint skills
- Demonstrated ability to work effectively on multiple projects and ensure compliance deadline
- Prior experience in Process or Project Management
How to write Management Reporting Analyst Resume
Management Reporting Analyst role is responsible for analytical, financial, reporting, database, modeling, accounting, languages, english, finance, credit.
To write great resume for management reporting analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Management Reporting Analyst Resume
The section contact information is important in your management reporting 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 Management Reporting Analyst Resume
The section work experience is an essential part of your management reporting 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 management reporting 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 management reporting analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Management Reporting Analyst resume experience can include:
- Previous experience of working in a specific Service Reporting role – suitable to a FTSE100 business
- Experience of manipulating data, spreadsheets and dashboards
- Experience of strategic problem solving, ideally in a global business
- Experience of data visualization and executive level reporting
- Experience in financial reporting
- Exceptional experience of Excel, Pivot tables, V-Look-ups etc
Education on a Management Reporting Analyst Resume
Make sure to make education a priority on your management reporting analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your management reporting 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 Management Reporting Analyst Resume
When listing skills on your management reporting 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 management reporting analyst skills:
- Good time management skill, able to prioritize work to ensure efficiency
- Advanced analytical and problem solving skills and fluent to programming languages (SAS & SQL)
- Analytical skills – able to present new insights in a compelling manner from financial data and create meaningful reports for senior management review
- Solid practical analytics experience required
- Preparing and posting group adjustment journals in monthly consolidation
- R2R experience including areas on financial accounting, analytical reporting roles
List of Typical Experience For a Management Reporting Analyst Resume
1
Experience For Workforce Management Reporting Analyst Resume
- Experience of MI, data production and system limitations
- Experience with Management Information production and construction
- Experience with data extraction, analysis and reporting
- Relevant workforce management experience
- Strong inquisitive abilities and desire to seek concrete answers
- Review the consolidated P&L during close periods to ensure financial data accuracy
- Work closely with pricing actuaries to support pricing activities where necessary
- Headcount Tracking: produce summary reporting of open/closed HC by region and total, quarterly comparisons vs budget, and other ad-hoc analysis
2
Experience For Experience Management Reporting Analyst Resume
- Manipulate database information and utilize reporting tools to gather and evaluate data
- Identify key profit and loss drivers for assigned geographies and line of business using various sources available
- Self starter with ability to work independently, take ownership of tasks, present ideas, project manage through completion, and deliver under tight timelines, proven persistence
- Good understanding of expense and headcount management and MI production
- Aggregate data from multiple systems and sources to provide performance management scorecards and other metrics related to Citi’s third-party risk portfolio, including reporting by: third-party relationship level, third-party level, risk management process, sector and region and Citi business
- Own and review regional segment reporting and analysis
- Assist in ad hoc projects, presentations, analysis and reporting tasks
3
Experience For Business Management & Reporting Analyst Resume
- Liaise with offshore teams to implement and manage processes
- Perform trending analysis to monitor the sanctioned delegated groups’ claims processing activities and compliance to regulatory turnaround time requirements
- Provide data analysis and reporting broadly across the experience management
- Applied knowledge of principles and methodologies for analyzing data from multiple sources and compiling findings into usable reports
- Respond to the needs of managers and stakeholders, escalating issues to your manager/supervisor as appropriate. Identify alternative approaches
- Analyze and synthesize data to form conclusions and recommendations
- Identify patterns and trends in data and create accurate forecasts and models
- Visualize and develop graphic representations of concepts or data
4
Experience For Performance Management Reporting Analyst Resume
- Extrapolate from limited or complex data
- Conduct business review sessions with key stakeholders to understand business performance by segments and assist with formulation of action plans
- Work with members of the team to conduct a series of deep dive analysis on issues identified from regular business review sessions
- Work closely with business intelligence analysts to ensure business requirements are adequately translated into data requirements within AxonMart
- BS in Business Analytics, Applied Mathematics, Statistics, Econometrics or related fields in analytics
- Reconciliation of selected general ledger accounts
5
Experience For IT Business Management Reporting Analyst Resume
- Maintenance of system integrity for the general ledger and associated data warehouse applications
- Performance Analysis of the Markets activities: working with the primary analysts of the Fixed Income, Commodities, Equities & Derivatives, and Prime Services businesses to report and analyze the financial results, inclusive of revenue, expenses, and scarce resources
- Daily interactions with all team members, as well as various internal partners, to ensure comprehensive analysis as well as consistency across a variety of audiences
- Understanding of web technologies such as HTML, XML, CSS
- Developing PHP applications
- Business Unit (BU) Activity Analysis and Reporting: conduct region, product, customer, and project revenue, profitability, efficiency, and trend analysis
- Campaign Initiative tracking: devise and execute processes to track, monitor and report the success /status of various sales campaigns, including associated deals won and lost
- Produce dashboard status reporting on the BU’s strategic initiatives for the year
6
Experience For Wholesale Credit Management Reporting Analyst Resume
- Supports sales enablement and operations on product alignment, key sales reporting, growth initiatives and performance relative to corporate goals
- Review and conduct and coordinate annual updates to the deal price lists with the Product Mgmt team
- Conduct summarized picture, impact, and root cause of client cancellations
- Travel and Expense: help devise a system to allocate budgeted total T&E to regional and department sub budgets; track actuals vs budgets; investigate anomalies
- Assist the BU’s executive managers digest reporting from our Finance partners: collaborate with Finance on anomalies and other areas that require further investigation
- Able to communicate effectively with peers and managers - both verbally and written
7
Experience For Financial Management Reporting Analyst Resume
- Prepare consolidated monthly management discussion & analysis (MD&A)
- Collaborate with the finance leads to capture YTD variance drivers and key changes in the forecast to include in the consolidated MD&A
- Respond to other adhoc queries and investigations assigned by the BU General Manager
- Prepare monthly financial and operational reports for Executive Team, Investors and business partners including comparing variance analysis to key benchmarks, capturing financial and operational KPIs, highlighting business trends, translate trends into risk/opportunities for the company and provide recommendations
- Perform highly complex financial research and analyses to identify issues, support business decisions and develops solutions
8
Experience For Service Management Reporting Analyst Resume
- Effectively engage with stakeholders across BBS (Global Commercial Payments, Global Payment Acceptance, Barclaycard Partner Finance, Digital MarketPlace) in understanding performance trends, root causes, and correlations among data in driving performance against objectives
- Ensure the BBS COO and the Head of Performance have a holistic view of the BBS performance and are able to communicate key BBS performance messages and insights to the Barclaycard COO, BBS CEO, Barclaycard ExCo and Group Operations & Technology
- Interface with markets to resolve non-routine issues in planning, analysis, forecasting, actuals reporting and all related activities
- Comply with GSK corporate policies and adopt GSK Finance initiatives and ways of working, as well as agreed SLAs and KPIs
- Build and sustain the day-to-day relationships with key Risk Domain partners, internal and external
- Continually monitoring and contributing to the improvement of best practices across the Risk Domains and throughout the Enterprise to ensure consistency, transparency, agility and overall execution excellence
- Monitoring the processes and procedures, reporting on performance and adherence across the Risk Domains and escalating of issues as required
9
Experience For Performance Management & Reporting Analyst Resume
- Implement overall reporting across the Risk Domains that provides the varying level of detail required to capture the state of the RDMO governance and oversight at any time to any audience
- Monitoring SLAs and ensuring that RDMO’s Operational SLAs are all met
- Drive the processes and ensure that all activities are coordinated
- Ensure a high quality of service is provided and that requests are addressed in a timely manner as stipulated by agreed SLA and KPIs
- Work effectively alongside with FBP, BSC and in market staff and ensure efficient and appropriate hand-offs between shared services, in-market staff, and BSC staff at various points in the process
10
Experience For Intake & Management Reporting Analyst Resume
- Proactively identify continuous improvement, process simplification and standardisation opportunities and share ideas with the senior analyst and BSC BI & MR Lead
- Be accountable for the timeliness, accuracy, relevance and integrity of financial analyses and reports
- Assist in Fixed Assets review
- Works with business unit managers to develop monthly forecast and annual budget and plan. Assists in creating strategic plans and business unit, capital and operating budgets as necessary. Monitors and reports on the status of assigned business units against projected deliverables, objectives and budgets that were developed during the planning process
- Manage Intake of all Requests and Issues, clarifying details and routing to appropriate internal resources for timely responsiveness. Monitoring the progress of all Requests and Issues. Coordination completion (release) efforts of all Requests and Issues within and across the Risk Domains, and with any additional internal or external resources/parties
- Key to Macquarie's success is a unique structure and management style that fosters an entrepreneurial environment that is underpinned by a strong risk management framework, an approach that has contributed to its long history of success. This philosophy encourages a sense of ownership and entrepreneurial endeavour among our people and delivered value for clients
List of Typical Skills For a Management Reporting Analyst Resume
1
Skills For Workforce Management Reporting Analyst Resume
- Advanced experience utilizing MS Excel
- In-depth experience working with very large datasets and familiarity with big data technologies
- 2 – 3 years of work experience in accounting, finance or related field
- Strong hands on Microsoft Office standard pack (Excel, Powerpoint)
- Experience building dashboard visualizations via power BI or Tableau
- Experience with Unix, Linux systems
- Strong team player in a multi-cultural environment
- Less than 5 years of Workforce Management experience
2
Skills For Experience Management Reporting Analyst Resume
- Demonstrated proficiency and expertise with personal computers and Microsoft applications (Outlook, Word, Excel and Power Point)
- Assisting in working capital target setting process and bookings
- Monitoring Group incentive plan accounting
- Preparing monthly capex reports for internal distribution
- Preparing regular reports on Group working capital
- Monitoring data quality, analyze and investigate reporting issues
- Assisting reporting units with questions
3
Skills For Business Management & Reporting Analyst Resume
- Functioning as the primary owner of report production across the different business lines within the Markets Activities
- Streamline the manual report production as efficiently as possible using new and evolving technologies
- Provides financial information to meet ad hoc reporting demands, as well as internal and external reporting requirements
- Communications including presentations, negotiation and influencing
- Active participation in closing and reporting activities for AL Inc and assigned subsidiaries
- Strong investigative ability and curiosity to comprehensively explain the profitability of the desks and understand variances against prior year, prior quarter, Budget, and Forecast
- Capability of assessing priorities, work in cooperation with other departments and divisions, and deliver with consistent quality, usually under tight deadlines
4
Skills For Performance Management Reporting Analyst Resume
- Exposure to SAP with a good understanding of transactional data and its flow within various modules
- Maintain integrity, accuracy and timeliness of existing spreadsheets
- Ensure that critical monthly, quarterly and annual SEC and regulatory reporting deadlines are met
- Ensure ongoing compliance with regulatory agencies and financial standards boards
- Provide support to cross-functional teams across the bank responsible for completing financial statements, filings and projects
- Perform data modeling tasks
- Be a key player in advancing KAES' aptitude for technology and new tools
- Develop and industrialize SG&A cost center reporting
- Develop and facilitate deep-dive SG&A analytics surrounding spend optimization opportunities
5
Skills For IT Business Management Reporting Analyst Resume
- Assist with daily, monthly, quarterly and annual management reporting analysis
- Long-term leadership and mentor opportunities within the management reporting team
- Collaborate with business and technical partners to develop new data sources to meet emerging needs
- A fast paced, dynamic, innovative, future focused and evolving workplace
- Performs complex financial modeling and analyses for executive management
- Proactively work with the Barclaycard Europe and the Barclaycard US Performance Analyst to share best practices and learning’s
6
Skills For Wholesale Credit Management Reporting Analyst Resume
- High level of intellect, creativity and problem solving ability
- Analyze data and provide relevant and innovative insights, including prediction of trends; articulate and present insight to business stakeholders
- Support reporting requirements from Global teams
- Preparation of MISAL reporting for AL subsidiaries
- Overall financial support to SSC and related company groups in relation to accounting standards
- Assist the BU’s executive managers with their assignments in the regular forecasting process
7
Skills For Financial Management Reporting Analyst Resume
- Needs to be extremely computer literate; advanced Excel (including pivot tables, VLookup); OLAP database configuration & control, MS PowerPoint
- Prepare comprehensive reports, scorecards and key strategic initiatives
- Design and maintain complex Microsoft Excel spreadsheet models
- Design and maintain Power BI scorecards
- Deliver regular management information reports as per defined schedule
- Work as part of a functional team with a Business Analyst-Data Specialist to ensure current, complete and timely production of source data
- Provide ad hoc reports and analyses in short time frames
8
Skills For Service Management Reporting Analyst Resume
- Analyze reported results for the business to identify and explain trends and unusual or unexpected results and work directly with business users to ensure that there is understanding of observed business outcomes
- Work in partnership with BHPB colleagues to suggest and/or implement improvements to business processes through new or enhanced reporting or other data-based solutions
- Reporting experience preferably in banking
- Good understanding of reporting processes and systems and ability to quickly adapt to new requirements
- Understand concepts of team building and how to apply them
- Work with Technology & Operations business partners to improve data delivery methodology
9
Skills For Performance Management & Reporting Analyst Resume
- Bridge knowledge and context gaps between end business users of information and the Technology & Operations professionals tasked with developing and maintaining source systems
- Work in partnership with BPB colleagues to suggest and/or implement improvements to business processes through new or enhanced reporting or other data-based solutions
- High attention to detail in accuracy and presentation of numbers
- Exposure to multiple business units in CIBC’s environment to understand the linkages and dependencies
- Macquarie is a global provider of banking, financial, advisory, investment and funds management services, with offices in 28 countries. We are a uniquely diverse business with deep specialist expertise
10
Skills For Intake & Management Reporting Analyst Resume
- Exposure to Finance, Accounting, and Capital Markets
- Expert level professional role, considered subject matter expert with in-depth knowledge / expertise in data analytics and reporting
- Find out more about Macquarie at www.macquarie.com/about
- Keep abreast of rapid business and technology innovation within business information management field
- Familiar with visualization tools
- An environment where team work and collaboration are core values
Related to Management Reporting Analyst Resume Samples
Analytics & Reporting Analyst Resume Sample
Work Experience
• Consulting with business areas to learn objectives and develop specific KPIs and supporting metrics
• Preparing recurring and ad-hoc reports and analyses on KPIs, using a variety of data sources to support business objectives and optimization opportunities
• Presenting findin...
Professional Skills
• Excellent analytical skills with 5+ years ...
• Professional written, oral communication s...
• Strong business writing and PPT skills
Management Reporting Resume Sample
Work Experience
• Recruit, develop and direct the Finance Business Partners to ensure that the department is fully staffed and highly motivated, with appropriate succession planning in place
• Assign to each Finance Business Partner a number of Opcos and/or Group functions (such as WBITVP Format Sales) for which the...
Professional Skills
• Strong analytical and technical skills (in...
• Strong data analysis skills and experience...
• Strong organization skills, including the ...
Risk Management Reporting Analyst Resume Sample
Work Experience
• Coordinates with risk management, technology, finance to make sure the risk portfolio information contained in various reports and presentations are accurate and make sense
• Backup processing for generation of required Capital historical figures required for CCAR submission
• &nbs...
Professional Skills
• Excellent organizational skills, especiall...
• Strong verbal, written and interpersonal c...
• Experience with SQL querying (within or ou...
Talent Relations Resume Sample
Work Experience
• Strict attention to detail and a strong follow-up required
• Effectively prioritize with strong time-management skills
• Oversee all non-editorial standard business communication to DCE’s talent pool announcing company news, updates to policies and procedures, or requesting i...
Professional Skills
• Prior casting office or talent relations i...
• Computer skills required ~ Excel, Microsof...
• Prior experience with social media managem...
Regulatory Office Resume Sample
Work Experience
• Drive & manage improvement programs for regulatory reporting control, including understanding the existing issues, identifying the root cause and implementing remediation
• Follow the escalation protocols for regulatory breach incidents by organizing debriefing meeting, Phoenix/FORCE uploads
&n...
Professional Skills
• Provide informed skill set to deliver chan...
• Post graduate education in business or a r...
• Effectively communicate and/or escalate is...
Regulatory Risk Resume Sample
Work Experience
• Detailed business analysis/requirements definition across our data and core capabilities streams of delivery
• Direct, daily interaction with business & operations reporting SME’s to manage the information flow and delivery of key project milestones
• Work with Controls a...
Professional Skills
• Strong project management skills, proven o...
• Strong analytical skills alongside the abi...
• Proven managerial skills including setting...