Operational Analyst Resume Sample
Tanya Heidenreich
261 Lang Center,
San Francisco,
CA
+1 (555) 827 5521
Work Experience
Senior Operational Analyst
02/2017
-
PRESENT
Chicago, IL
- Achieve daily production targets on a consistent basis and turnaround Priority reviews within the stipulated timelines
- Maintain over 99.5% internal and 100% external accuracy on a consistent basis
- Get cross-trained and work on multiple processes
- Maintain high hygiene standards and follow all process controls with no lapses
- Assist in data collection / report preparation on various metrics
- Identify & escalate issues on assigned reviews and escalate exceptions, procedure gaps to management
- Interact with different stakeholder to resolve process issues and play key role in adding process controls
- Interact with different stakeholders to resolve process issues and play key role in adding process controls and efficiencies.
Operational Analyst
11/2011
-
10/2016
Chicago, IL
- Coordinate all aspects of portfolio management on a daily basis including, but not limited to, maturing facilities, client annual reviews, unlinked outstandings, overlimits, temporary facility extensions or increases, document exceptions, covenant exceptions
- Manage market and LOB transfers as clients and facilities are moved to new markets or to other LOBs outside of PB
- Create Legal and the Credit File and Compliance Deal Folders for all facilities within Dealworks and file completed ARC proposals
- The primary responsibility is to ensure delivery of fund related communications for Alternative Investments to clients via hardcopy or e-delivery
- The role requires attention to detail, an awareness of the risks involved and an ability to work under pressure and strict adherence to deadlines
- Monitor the WM Investor Support mailbox and process the requests as per instructions and defined SLAs
- Revert to requestor for clarification when data is incorrect/ incomplete information
Mission Readiness Operational Analyst, Junior
06/2005
-
08/2011
Los Angeles, CA
- Setup client and line of credit facilities in the credit systems while confirming that all required credit documentation is complete
- Produce quality documentation and edits, cross-regionally, on all standard and non standard loan types, including but not limited to: Unsecured, Real Estate (footprint and non-footprint states), Marketable Securities, and Business Assets and Titled Collateral
- Ensure compliance to Private Banking guidelines/policy and Lending Regulations (FSA, Basel II, FIRREA, Reg Z., MDIA etc)
- Use available resources to find, review, and set-up loan covenants, and use the information to prepare quality Covenant Agreements and Loan Agreements
- Review current and pending exceptions to covenant agreement terms that occur. Confirm their accuracy and proactively identify an appropriate resolution prior to escalation to extended team members to highlight to Underwriters and Bankers for resolution
- Ensure that credit risk recommendations and mitigations are implemented
- Partner with Capital Advisors and Analysts to capture terms and conditions stipulated in the credit approval and legal documentation into the corporate credit platform (via ARC)
Education
Boise State University - Twin Falls Campus
2001 - 2005
Bachelor's Degree in Accounting
Professional Skills
- Detail oriented and proven ability to prioritize multiple objectives in a dynamic environment with constantly shifting priorities
- Strong verbal and written communication skills, and adept at communicating with all levels of the business and technical parts of the organization
- Technical assessment skills employing NIST control families as a benchmark for identifying noncompliance and recommendation for corrective action
- Strong knowledge and experience in excel functionality and reporting (formulas)
- Experience of articulating complex ideas effectively to various levels in an organisation
- Performing additional actions to ensure that change records and tasks are effectively managed and in accordance with process expectations
- Experience with exposure/involvement in one or more of the following areas: Private Banking, Asset Transfers, and Trade Support
How to write Operational Analyst Resume
Operational Analyst role is responsible for analysis, excel, organizational, research, training, credit, analytical, finance, securities, integration.
To write great resume for operational analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Operational Analyst Resume
The section contact information is important in your operational 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 Operational Analyst Resume
The section work experience is an essential part of your operational 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 operational 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 operational analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Operational Analyst resume experience can include:
- Strong relationship management skills, able to be effective at all organizational levels; users, team members and management
- Excellent verbal and written communication skills, especially when presenting insights from data analysis and working with OpCos
- Demonstrate organizational and interpersonal skills
- Experience with Web, .NET, XML, Tenable Nessus, Windows, and Access or Excel data analysis skills
- Uccessful application of process driven analysis skills and a background in various requirements elicitation methods
- Responsibility – demonstrates a strong work ethic and takes initiative to meet client needs. Looks for opportunities to create value for the client
Education on an Operational Analyst Resume
Make sure to make education a priority on your operational analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your operational 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 Operational Analyst Resume
When listing skills on your operational 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 operational analyst skills:
- Strong influencing and presenting skills, suitable for a leadership audience
- Excellent questioning skills
- 1) Excellent Communication Skills
- Review the SOPs of the process & incorporate the necessary changes/updates as required. Sharing the updates/changes made effectively with the team
- Participate in regular credit training to continually enhance credit skills
- Analytical skills – able to visualise, articulate and solve problems and make sensible decisions based on available information
List of Typical Experience For an Operational Analyst Resume
1
Experience For Senior Operational Analyst Resume
- Exquisite Client Service skills
- Direct hedge fund experience acting in an operational role
- BA/BS in Business Administration, or related analytical discipline, or equivalent knowledge acquired by work experience and training
- Big-four audit experience of hedge/private equity funds
- Fund administration experience of hedge funds/private equity funds
- Experience articulating processes in standards-based modeling languages, especially BPMN
2
Experience For Analyst, Operational Analyst Team Resume
- Experience in day-to-day operational settings applying process improvement disciplines centered on analysis of performance data
- Using systems thinking to frame up and solve problems through a business case based approach
- Assisting companies in process or operational improvements
- Managing discrete change projects
- Outstanding positive attitude required
- Internal & External reporting – Production and delivery accountability for internal business, statutory and regulatory reporting
- Serve as a trusted advisor to management in supporting and attaining their business objectives
- The day ends with daily work tracking and maintenance of Daily Logs. (KPI)
- Assist with conducting operational due diligence (“ODD”) on current and prospective hedge fund and private equity managers
3
Experience For Business Operational Analyst Resume
- Compliance with operational risk and rigour standards, in relation to protecting people, customers and organisation
- Assist with overseeing the Alternatives Team’s compliance with the overall due diligence policy as prescribed by the SEI Investment Management Company
- Responsibility for the identification of both risks and improvements to existing and future processes and client journeys
- Devise and maintain all reports for management and business partners and ensure that they have transparency and are education regarding operational information
- Team work – is supportive of colleagues and is willing to share ideas and listen to others
4
Experience For CBP Otia Capabilities Operational Analyst Resume
- Advanced Excel knowledge (managing large data sets, advanced formulas, Pivot Tables)
- Demonstrable aptitude for analytics and the ability to put these into practice with MS Excel as well as other data handling (databases) and business systems
- Convey regulatory guidance to diverse audience to achieve a common goal (implementation, awareness, corrective action, expediency, planning)
- Any Adhoc Rush requests to be serviced within the SLA specified for each activity
- All requests received until 5.00 pm EST to be processed the same day
- All requests received after 5.00 pm EST to be processed the next day
5
Experience For Mission Readiness Operational Analyst, Mid Resume
- Financial Systems operations – Accountability for all aspects of financial systems’ operations including sub-systems to GL interface, reference data management and data quality validation
- Accounting – Accountable for key accounting judgements, preparation and booking of Trial Balance journals & adjustments and GL Close
- Work in a fluent environment
- Establish the structure of the team and help to build processes and procedures
- Engaging with a set of Acteon’s operating companies to establish a clear understanding of their business model so that performance can be monitored and modelled accurately
- Maintain financial metrics dashboards to monitor company portfolio
- Identify key trends and insights in the data from these companies and present these to senior management
6
Experience For Cib-expense Management Unit-operational Analyst Resume
- Review and enhance Capital Investment proposals and a variety of different types of business cases submitted to Acteon by the operating companies (experience not required)
- Undertake detailed business analysis to support specific decision making
- Build and execute campaign selection in the optimal way using Barclays Information Warehouse and SQL, ensuring zero errors in campaign list production, through adherence to robust quality assurance processes and confirmation sign off procedures around each campaign
- Be seen as a data expert with the ability to interrogate and analyse the various data work streams and provide concise MI for each campaign
- Accurate and timely delivery of data to support business and regulatory requirements
- Supporting the Senior Operational Analyst as necessary and proactively taking on additional responsibilities to ensure the operation is effective, efficient and compliant
- Working with colleagues and areas across the organisation to enable the delivery of consistently high standards of ‘seamless’ stakeholder service and achievement of delivery targets
- The ability to interpret the Mailings Design for each campaign and challenge any area with stakeholders that is found in the reconciliation process to be incorrect or affecting the customer journey
- Provide detailed feedback and recommendations both verbally and in written form to stakeholders advising on campaign structure, process and data related issues, continually working to improve processes and the customer experience
7
Experience For Mission Readiness Operational Analyst, Senior Resume
- Set up Collateral Monitoring arrangements on the credit applications
- Perform different types of Collateral Set-ups depending on the requirements of the client and the structure of the credit facility offered
- Review the Collateral Monitoring arrangements made
- Facilitate Loan draws by ensuring adequacy of available loan collateral
- Preparation of custom client reports and regulatory reporting as well as review
- Monitor errors in automated accrual processing
8
Experience For Cib-operational Analyst Resume
- Earnings activity including interest and amortization of Assets in JPM Client Portfolios
- Outbound data including feeds and reports
- Ensure that KPI/KRI’s are met
- Timely snapshots of data
- Liase between portfolio managers and custodians for all portfolio-specific activity and issues,
- Assist in the coordination of client investment transitions and new investment and manager setup,
- Understand the Accounts pledged as security for the credit facilities and link them to the credit facility as collateral
- Advise market partners and other team members on facility rates, collateral values, and credit exposure information
- Review Collateral Shortfalls and act with a sense of urgency to correct the shortfall
9
Experience For Mission Readiness Operational Analyst, Junior Resume
- Release or unlink collateral that is no longer required to secure a facility
- Prepare and keep track of all process related metrics, SOPs
- Research and resolve income payment discrepancies as part of the custody reconciliation process
- Assist the Team Leads to ensure all deadlines are met on a daily, weekly and monthly basis
- Data flow and system architecture to be able to troubleshoot downstream issues
- Communicate with other operational departments, Client Service Management, and the Portfolio Advisory teams as well as Third Party Reporting Vendor, and partner with those groups to resolve issues
10
Experience For Cyberspace Operational Analyst Resume
- Work closely with local and global risk team to ensure team is performing as per updated regulatory standards
- Various management reporting’s, KPI and timely CTQ updation
- Perform system integration testing and provide support for UAT
- Perform regression testing and supervise the dry run and ensure a smooth go-live
- Prepare end user training material for HFM
- Support testing activities pre Go Live
List of Typical Skills For an Operational Analyst Resume
1
Skills For Senior Operational Analyst Resume
- Communicate effectively amongst IT technical teams, IT leadership and Zebra business team members
- Progressive experience in security or similar experience in IT infrastructure
- Demonstrable numerical analytical skills and the ability to put these into practice in Excel
- Liaise effectively with the Change, line and tech teams to ensure successful delivery of work packages
- Experience of analysing and interpreting management information, and putting it into a useable format that can be shared with stakeholders
- A good understanding of the financial drivers that inform operational decision making with a knowledge of a P&L and balance sheet
- Experience in an analytical or consulting role – preferably mortgage servicing or financial services related business
- Two (2) years’ of work experience in writing administrative or technical correspondence such as reports, briefing notes or presentations
2
Skills For Analyst, Operational Analyst Team Resume
- Experience in the military, including working as a Navy, Marine Corps, Army, or Air Force military officer
- Previous experience of communicating and presenting information to management
- 4 – 6 years of practical experience with financial information systems and financial reporting structures
- Practical experience with financial information systems and financial reporting structures
- 1 – 3 years of work experience after completing university
- Evidence of success of working in a multiple stakeholder environment at all levels of an organisation
- Previous experience of working in an energy or infrastructure environment would be favourable, but is not essential
3
Skills For Business Operational Analyst Resume
- To provide processing support for effective and efficient process delivery
- Two (2) years’ of work experience in liaising with internal or external clients
- Experience with report writing software such as SQL, Access, Crystal, Brio etc
- Strong ability to facilitate information gathering sessions with business subject matter experts
- Aptitude for prioritizing work within broad policies and objectives
- Experience in Reference Data Management or DRM tool
- Effective transfer of knowledge & new learnings encountered in the process with the team
- 100 % adherence to procedures to ensure that there is not bad client experience
- A clear sense of priority and direction in your work
4
Skills For CBP Otia Capabilities Operational Analyst Resume
- Strong knowledge of other Microsoft Office applications (‘Power User’) especially in Power Point
- More than 7+ years of operational work experience with change, incident, or problem management delivery and practices
- Ensure effective transfer of knowledge
- Experiences in a retail, financial services and/or business analytics environment
- Hands on experience with analytical tools (SQL, Tableau, Alteryx, Anaplan, etc.)
- Validation of accruals and income payments for client investment portfolios
5
Skills For Mission Readiness Operational Analyst, Mid Resume
- Experience with government sponsored health care programs and operations desirable
- Identifying leverage points in the mortgage servicing advance servicing processes and determining methods of improving performance
- Identifying leverage points in the servicing process and determining methods of improving performance for clients and internal business partners
- Anticipating client issues and concerns at an operational level, escalating where appropriate and making recommendations for improvement
- Managing documentation changes and maintaining the archive for all historic and current versions, and maintaining version control for audit purposes
- Calculating and publishing key performance metrics with the Change Management process
- Combining historical operating data & results to estimate future production levels
- Collaborating daily with the leadership teams, supporting business plans with data and insight
- Handling all miscellaneous requests related to the process & assist the team with research & investigation as required
6
Skills For Cib-expense Management Unit-operational Analyst Resume
- Reporting and analysis of results (regular & ad-hoc)
- Running regular reports (month end processes) for clients and internal partners to communicate performance and results
- Providing guidance on mitigation/remediation strategies and situational awareness across the DoD community to improve cyberspace defensive posture
- Working knowledge of query tools such as Business Objects, Microsoft Access or other tools to extract information from databases
- Understanding of Active Directory, Tenable Nessus, Windows, USGCB, STIG
- Trading and other portfolio transaction activity
7
Skills For Mission Readiness Operational Analyst, Senior Resume
- Understanding of data flow and system architecture
- Working with senor team members, develop written procedures and processes around the fund oversight functions
- Supporting daily reconciliations activity
- Knowledge of the JPM investment accounting treatment, currently in Eagle STAR Accounting Platform,including
- Proactively producing reports – including third party reports – papers and briefing documents
- Ensure timely follow-ups on the pending/ageing requests, if any
8
Skills For Cib-operational Analyst Resume
- Support to continue essential USCYBERCOM functions across a wide range of hazards through Contingency Operations (COOP) planning, testing, and maintenance
- Process daily exceptions using Standard Operating Procedures flawlessly
- Attention to detail – takes a thorough approach when analysing and entering data
- Track record of using large data sets to identify trends and subsequently using this information to provide solutions to mitigate any issues/risks identified
- Knowledge of NIST, FISMA, etc., orders, facilitating or supporting data calls
9
Skills For Mission Readiness Operational Analyst, Junior Resume
- Ensure timely follow-ups on the pending/ageing requests, if any by the team
- Ensure the capturing of the details of the requests processed on a daily basis for the MIS/Reporting purposes
- Problem Solving: 1. Analytical ability 2. Better customer service. Behavior: Do the Right Thing
- Problem Solving - 1. Analytical ability 2. Better customer service – Behavior: Do the Right Thing
- Contributes in preparing training plan and material for delivery online and face to face, to business customers
- Knowledge of the JPM investment accounting data repository (ADaM) including
- Develop sub analysis design and work on preparing the functional specifications for the statutory reporting and FINREP web forms
- Day to day reporting on operational activity and leading the execution and governance of operational improvements
10
Skills For Cyberspace Operational Analyst Resume
- Knowledge of Financial Services in banking environment
- SQL coding would be an advantage
- Gain end to end knowledge of the process & as an SME, assist the team in resolving their queries on various request types
- Capture the details of the requests processed on a daily basis for the MIS/Reporting purposes
- Model development and testing
- Support business and operational requirements development efforts for new and existing systems
- Proficiency using Excel, Word and PowerPoint to present data
- Simulation modeling software competency e.g. Arena or iLog
- Ensure the Standard Operating Procedures are updated on a timely basis
List of Typical Responsibilities For an Operational Analyst Resume
1
Responsibilities For Senior Operational Analyst Resume
- Good on MIS & Reporting requirements
- Experience SQL, Excel, and/or other business intelligence and analytics software and query tools
- Proven ability to navigate and develop paths through ambiguous situations to produce high quality, actionable results
- Demonstrated ability to complete quantitative and qualitative analysis and develop and maintain financial and/or operational models
- Developing real-time metrics and monitoring methodologies to ensure transparency to operating levers
2
Responsibilities For Analyst, Operational Analyst Team Resume
- Oversight on required SOX controls and ensuring continuity plans are in place
- Establishes innovative systems and procedures for handling data & reports and proposes improvements where possible
- Trains users, including executives, to transform data into action-oriented information and to use that information correctly
- Success use of analytical thinking, methods and tools to resolve problems
- Proficient in Microsoft Office tools including MS Project, Word, Excel, and PowerPoint
- Operational monitoring of the data interaction between upstream and downstream systems and pre-emptively highlight/resolve any possible breaks
- Liaise with technical teams to ensure techno-functional alignment as per the clients’ reporting needs
3
Responsibilities For Business Operational Analyst Resume
- Process (SME) and Basic Product Knowledge. Behavior: Developing a Domain Intensive mindset
- Process (SME) and Basic Product Knowledge – Behavior: Developing a Domain Intensive mindset
- Sound understanding and ability to structure and manage data
- Extensive Knowledge of MS Excel, Access and Powerpoint. Working Knowledge of Word and Outlook
- Accuracy : Perform Manual checks as per tests agreed with Risk & Front office
- Service Level agreement is monitored through work flow tool, frequency varies Daily, Weekly and Semi-monthly
- Query and Escalation management
- Stakeholder management – Global and Local stake holder management
4
Responsibilities For CBP Otia Capabilities Operational Analyst Resume
- Ad hoc Audit documentation
- Maintenance and monitoring of transactional records - this task involves interpreting the treatment of fund and direct investment drawdown’s and distributions notices, providing oversight on the processing and receipt of payments and ensuring key systems are kept up-to-date with accurate information
- Prepare credit write-ups and documentation for fully secured credit facilities
- Capture terms and conditions stipulated in the Loan Origination System into the corporate credit platform
- Support the execution of strategic business initiatives, workflow design, and implementation of the department’s goals and objectives
- Prepare various management reports on daily/weekly/Monthly basis
- Provide adhoc data support to the MO team
- Ensure all process documents (SOP’s) are maintained update. All escalations are done on a timely basis
5
Responsibilities For Mission Readiness Operational Analyst, Mid Resume
- Maintain high accuracy and ensure SLA’s are met
- Ensure accurate and timely resolutions of all internal queries
- Work closely with the technical build team to ensure that the business requirements are appropriately translated into the web form design
- Provide end user support, create and maintain the guidance documents
- Work closely with the Change and technical team on the reference data systems build
- Support migration, cutover and conversionSingle point of contact for Business users in order to resolve any issues/queries during the working timetable. Deal and manage technical incidents and agree next steps to resolve
- Manage monthly control activities
6
Responsibilities For Cib-expense Management Unit-operational Analyst Resume
- Works closely with the colleagues to achieve Quantitative and Qualitative targets specified by the Client
- Performs regular quality checks of the process
- Main point of contact with technology for live system support
- Monitors and reports on overall system operations performance
- Cluster Finance and Risk teams responsible for data input and query resolution
- Liaise Group Functions (Risk/Finance/Treasury) and Clusters
7
Responsibilities For Mission Readiness Operational Analyst, Senior Resume
- Measure: Build and maintain tools that define success metrics and track initiative and operational performance
- Decision support: Provide recommendations supported by research and analysis to increase operational performance within assigned process tower
- Ensure data is presented in a structured and easy to understand manner with actionable insights
- Analyze data and other information in order to conceptualize and define operational problems and/or improvement opportunities. Plan and execute analysis – often interrogating data and other information to perform root cause analysis and develop an impact assessment
- Facilitate discussion among process stakeholders (both technical and non-technical) in order to elicit, analyze, communicate (both written and verbally) and validate requirements, process design, and operational needs
- Review and maintain forecasts and models to predict staff need under a variety of intake volumes, and conditions using data/statistical analysis, simulation modeling and other mathematical methods
- Develop operational production plans to efficiently allocate staff resources against workload
- Optimize staff shifts/schedules based on the tactical forecast that are capable of meeting performance targets while allowing for training, team meetings and other such events
8
Responsibilities For Cib-operational Analyst Resume
- Review of monthly/quarterly NAV packages received from fund accounting administrator to ensure accurate recording of returns, expenses, and capital activity used to calculate Funds’ NAVs
- Assist with year-end audit process
- Monitor monthly fund cash flows
- Prepare and monitor fund budgets
- Prepare subscription and redemption documents for investments made to hedge funds and private equity funds
9
Responsibilities For Mission Readiness Operational Analyst, Junior Resume
- Building and maintaining relationships with operational and administrative personnel that are responsible for calculating SEI hedge and private equity fund NAVs
- Own operational request management
- Delivery and analysis of management information, the interpretation of the data and presenting risks and solutions in a variety of formats to senior leadership and other stakeholders
- Coordination of colleague resource and activity through your construction of high level performance reports
- Translate statistical data into trends and projections of operational and future financial performance. Devise and provide analytical and decision support measurement models to management and business partners, e.g. production data, PMP costs, staffing, equipment usage., etc
10
Responsibilities For Cyberspace Operational Analyst Resume
- Target and propose operational and financial areas for continued improvement and efficiency. Manage associate project to achieve target results
- Collaborate with business leadership to understand financial and business performance to result in well informed decisions
- Three (3) or more years of progressively more responsible experience in quantitative analysis, Operations Analysis, or comparable discipline and business activity
- “In Service” Mindset & “Get Things Done” Attitude
- Spot deviations in day-to-day tasks v/s procedures and escalate to Supervisors, Managers
- Implement development plans for staff
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