Reporting Analyst Senior Resume Sample
Elisabeth Koch
6695 Leopold Mall,
Los Angeles,
CA
+1 (555) 571 3261
Work Experience
Reporting Analyst Senior
08/2016
-
PRESENT
Houston, TX
- Strong Excel and modelling skills; good systems orientation
- Strong system skills in SAP/BW/BPC
- Strong interpersonal skills and ability to communicate with finance and non-finance people
- Ensure accuracy of system data through peer audit
- Provide relevant and focused subject matter expertise
- Independently create and execute systematic approaches to solve problems using a variety of methods such as root cause and cost benefit analysis, 5 Why’s, other business case and Lean methodologies. Package and deliver results in PowerPoint or other requested formats
- Commands and maintains a reasonable understanding of Operational Risk Management best practices, laws and regulations
- Develop thorough understanding of management reporting processes and methodologies along with working knowledge of Key’s financial reporting systems and data sources
- Facilitates COSA business projects of high complexity, size and visibility ensuring stakeholders champion decision making data needs
Senior Investment Reporting Analyst
05/2009
-
05/2016
New York, NY
- Utilizes a comprehensive understanding of multiple data structures and sources to Lead or direct complex and sometimes unique data manipulation using advanced data extraction and analytical tools and techniques
- Recognizes the connection between the business operations and analytics to influence business strategies and solutions
- Makes recommendations to management
- Develops innovative approaches to address business problems and solutions
- Ensures that operational reports are complete and provide accurate data to enable business functions to carry on day to day operations
- Responsible for compiling the reporting for each individual partner of the GPs
- Leads KRIs development, researches trends and outliers in data, assists in reporting and analytics automation
- Knowledge of financial closing, consolidations, reporting and planning on a global scale required
- Proficiency in Microsoft Office Suite (Excel, Word, some PowerPoint, as needed)
Senior Service Reporting Analyst
05/2003
-
04/2009
Phoenix, AZ
- Knowledge of financial statement preparation, reporting, budgeting and analysis processes
- Excellent written and verbal skills are required as well as the ability to interact effectively with all levels of management
- Strong organizational skills and successful management of multiple tasks simultaneously
- Drive projects to completion, coordinate resources, set project plans, status to project plans
- Remain open-minded and change opinions on the basis of new information: perform a wide variety of tasks and change focus quickly as demands change; manage transitions effectively from task to task; adapt to varying stakeholders needs
- Quickly assess situations, defines problems, collect data, establish facts and draw valid conclusions
- Take action in solving problems while exhibiting judgment and a realistic understanding of issues, while demonstrating ability to use reason, even when dealing with emotional topics
Education
Keiser University - Jacksonville Campus
1998 - 2002
Bachelor's Degree in Accounting
Professional Skills
- Excellent writing skills, to communicate information effectively to all levels of internal customers and technical staff as well as to external vendors
- Organizational skills and ability to multi-task and handle shifting priorities
- Listening, observation, and oral communication skills
- + 3 years of relevant experience in Accounting, Finance, Risk Management, analysis experience within a banking environment
- Manage the training and development of staff members to develop their skills and maintain state-of-the-art knowledge in their area of responsibility
- Previous experience designing, implementing and architecting Sales Reporting applications
- Experience analyzing and reconciling data from multiple sources
How to write Reporting Analyst Senior Resume
Reporting Analyst Senior role is responsible for excel, software, compensation, training, advanced, finance, credit, securities, database, auditing.
To write great resume for reporting analyst senior job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Reporting Analyst Senior Resume
The section contact information is important in your reporting analyst senior 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 Reporting Analyst Senior Resume
The section work experience is an essential part of your reporting analyst senior 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 reporting analyst senior responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular reporting analyst senior position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Reporting Analyst Senior resume experience can include:
- Hands-on experience KeyCorp’s financial systems or equivalent experience in other financial system reporting environments (Hyperion, IBM Cognos, etc.)
- 1 – 2 years experience in Risk Reporting, Product Control, Audit or other control function in financial institutions would be an advantage
- Strong knowledge of ERISA and /or U.S. GAAP accounting principles
- Financial reporting experience
- Experienced in development and design of an enterprise reporting
- Works as the member of the reporting team and demonstrates initiative through pro-active behavior
Education on a Reporting Analyst Senior Resume
Make sure to make education a priority on your reporting analyst senior resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your reporting analyst senior 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 Reporting Analyst Senior Resume
When listing skills on your reporting analyst senior 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 reporting analyst senior skills:
- Solid teamwork and interpersonal skills; ability to work with cross-functional project teams and fostering good relationships
- Proficient knowledge of Human Resources or Compensation data/discipline and demonstrated application of knowledge, skills and abilities towards work products
- Excellent communication skills in English with a potential to expand network and knowledge
- Apply advanced analytical skills in working with business and financial data
- Expert MS Excel & Access skills (pivot table, charts, macros)
- Hands-on experience with database and reporting tools (preferably OBIEE)
List of Typical Experience For a Reporting Analyst Senior Resume
1
Experience For Senior Investment Reporting Analyst Resume
- Develop and coordinate an internal timeline of deliverables for multiple reporting priorities each month and/or quarter
- Ensure that incidents recorded are fully documented both during and after the incident, including gathering and recording the full incident timeline of events
- Ensures reporting consistency in the financial statements, board reports and information provided to analysts
- Recommends appropriate changes to accounting systems and presentation of information
- Provide technical direction and training to other IT personnel
- Assembles and analyzes data for business reports or ETL solutions, ensuring data and calculations are accurate
- Analytical thinking – Make Complex Plans or Analyses: use several analytical techniques to break apart complex problems into component problems or issues
- Proficient in use of MS Excel to analyze and report on large amounts of data
- Write and perform ad hoc SQL queries in support of financial analyst’s investigations
2
Experience For Reporting & Governance Senior Analyst Resume
- Assist in the production of the Company’s internal Balance Sheet, Income Statement, and Cash Flow Statement
- Accuracy and a control focus; A “zero error” mind set
- A team player who is able to organize daily workload around the needs of the team and the goals of the role and show initiative
- Hands-on experience in Business Intelligence Industry. Developing sophisticated data visualizations using MicroStrategy, Tableau or BI other tools
- Exposure to Data Mining models including Naive Bayes Model, K-means clustering, Logistic Regression Analysis, and Time Series Analysis
- Exposure or working knowledge on various statistical techniques including Poisson & Normal distribution, f-test, t-test, Correlation and Regression Analysis, sampling techniques such as randomized sampling, cluster sampling and stratified sampling; Bayes's theorm (inferential statistics)
- Develop working knowledge of existing reports; maintain/administer current reporting processes as needed
- Extract, aggregate and prepare data for analysis
3
Experience For Senior Service Reporting Analyst Resume
- Integrate data from multiple external sources into unified reports
- Create executive level presentations to summarize analytics findings
- Management Reporting:Responsible for keeping key metrics up-to-date for monthly management presentations and sales reports; as well as overseeing offshore company’s management of partner data collection, data maintenance, Q/C checks and presentation of KPIs
- Maintain a professional demeanor and attitude while being assertive when leading an incident investigation
- Facilitates the production of Board Packs, Service Level Review Packs and OIS/Admin Reports
- Coordinates and manages tactical client as well as internal projects
- Produce and manage KPIs / Board Packs / SLRs / OIS-Admin Reports for coverage and mid-market clients
4
Experience For Senior Liquidity Measurement & Reporting Analyst Resume
- Develop and manage non-standard KPIs for coverage clients
- Web Analytics terminology and common KPI’s knowledge
- Execute daily audits of customer metrics and research issues as necessary
- Interprets new pronouncements and guidelines issued by authoritative associations in relation to U.S GAAP or various regulations. Recommends appropriate changes to accounting systems and presentation of information
- Train Field Sales Force on Sales Operations developed dashboards and sales data tools
- Analyze sales for trends and reports to senior management
- Quarterly metrics for senior management on performance to quota
- Engage with members of Incentive Compensation Team to ensure appropriate measures are provided to calculate variable compensation
- Functional knowledge of QlikView required
5
Experience For Senior Analyst, Sales Reporting Resume
- Understands complex business requirements and is able to articulate an appropriate technical solution
- Contributes towards the production high-level and detailed design documents
- Leads all necessary solution configuration required as a result of new account or service transition
- Ensure that requirements are met in both terms of quality and timeliness
- Develop automated excel/python tools to assist with analysis, as necessary
- Strong verbal and written communication skills; ability to succinctly summarize observations from a range of sources and present a high quality product for senior management
- Prepares various financial reports on a monthly basis for client accounts
- Prepares annual ERISA and year end reports for client separately managed accounts
- Interacts with Client Service Reps and potentially directly with plan sponsors on client questions and requests
6
Experience For Senior Analyst, Partner Reporting Resume
- Responsible for investment reporting for 1940Act Mutual Funds. Determines appropriate work allocation across department on a quarterly basis and monitors work product
- Works in conjunction with systems team to develop, enhance reporting processes and making adjustments where necessary
- Preparation of monthly presentations/information packs for Treasury, Risk Committees, Senior Management, FINMA/the Federal Reserve/PRA and other regulators
- Accuracy and a control focus; a “zero error” mindset
- Knowledge of the asset, liability and derivative products commonly employed in financial markets for trading and risk management purposes would be advantageous. Basic knowledge is required
- Equipped with a basic understanding of the typical organizational structure of a global bank would be useful
- Valuing diversity. Demonstrates an appreciation of a diverse workforce. Appreciates differences in style or perspective and uses differences to contribute to decisions or actions and organizational success
- Digital Account Review – Preparation of materials used for Exec review meetings on forecast and budgeting. Keeping key metrics organized and up to date for management presentations and sales reports
- Partner Scorecard Dashboards – design and maintenance of interactive performance dashboards used worldwide to access key data for our top partners
7
Experience For Senior Analyst, Balance Sheet Reporting Resume
- International Affiliate Reporting – Distributing and communicating digital sales performance results to global offices and working with their finance teams to understand their local forecasts
- Account Strategy – Establish strong relationships with internal partner development teams to gain an understanding of their strategies and objectives. Work closely to ensure the data they need is available
- Cross Partner Reporting – Track and analyze KPIs across our top Global Partners and territories and communicate key trends, comparisons and monthly performance
- Financial Data/Systems – Point person for the raw data received from digital partners, and liaising with WNS/IT, deal admin & Business Development to ensure data integrity and report accuracy, and assist with the onboarding of new partner statements. Resolve technical issues and implement enhancements / automation to reporting systems
- Proactive Team Player – Influence internal stakeholders at all levels of the organization to take action based on insights generated to seize business opportunities. Collaborate with GDB team members primarily in NY and London offices, as well as Sony’s global offices
- Special Projects – Support account managers and senior management on ad hoc sales reporting needs relating to business changes which require deep dive analysis
- Proactive, highly organized team player who is detail oriented
- Advanced Excel skills (Pivot tables, VLookups, etc.), extensive experience in PowerPoint, and experience with reporting/visualization software (Alteryx, Tableau, Business Objects, etc.)
8
Experience For Senior Analyst Fcc Operations Unusual Activity Reporting Resume
- Aggregate materials across a number of risk disciplines for quarterly, regulatory-based Risk Exposure Reports and perform quality assurance checks before submission to senior management
- Responsible for the investment reporting function for IFRS, Canadian regulatory, requirements of the Insurance Company, subsidiaries and affiliates
- Determines appropriate work allocation across department on a quarterly basis and monitors work product
- Coordinates investment presentation in the financial statements on a quarterly basis
- Interprets new pronouncements and guidelines issued by authoritative associations in relation to IFRSor various regulations
9
Experience For Senior Reporting Solutions Analyst Resume
- Proactively identifying and analyzing opportunities to address issues at their root cause level to better support the department’s AR collection opportunities, minimize bad debt and to drive overall efficiency of the department’s Accounts Receivables management
- Providing analytical support for all budgeting and forecasting requirements to the Minute Clinic Finance and Accounting teams, and assisting in process efficiency initiatives through timely and accurate reporting and analytics
- Administers and/or manages mid-sized or complex reports, and ETL, or assists in the administration of a larger data warehouse design and administration
- Tune Business Objects universes for performance
- Interface with customers to determine requirements
- Able to resolve medium to high level issues without assistance
- Provides recommendations and subject matter advice to leadership
10
Experience For Senior Analyst, Customer Reporting Resume
- Analyzes and escalates unusual or complex issues to manager
- Accountable, with ability to work within guidelines and expectations
- Aware of solution components and their capabilities (infrastructure, networks, databases, web technologies)
- Develop predictive models and upgrade existing models for optimizing the Bank’s marketing programs – models to be developed using both summarized and transactional data
- Create and maintain documentation for the daily, monthly, quarterly and annual processes and procedures required to maintain the portfolio accounting system
- Increase the effectiveness of the Portfolio Accounting and Reporting Team by identifying gaps and recommending/providing training and development opportunities for the Team
List of Typical Skills For a Reporting Analyst Senior Resume
1
Skills For Senior Investment Reporting Analyst Resume
- Strong interpersonal skills with a commitment to expand network and knowledge
- One to two years of experience in a Market Risk related role with knowledge of Value-at-Risk, stress testing, and conventional risk management techniques
- Constantly iterates of current reporting to support stronger analytics of customer activity and business unit delivery on business objectives
- Mortgage background with operational analytics and reporting experience
- Experience with any of the following: AHA!, Tableau, Python, PySpark and Hadoop
- Review and approve all reporting prior to distribution to the field sales force
2
Skills For Reporting & Governance Senior Analyst Resume
- Experience preparing materials for board-level and most senior executive-level audiences
- Information modeling experience
- Experience with programming languages for data analysis (Examples: Python, SQL, VBA)
- Deep skill level in Microsoft Excel
- Strong attention to detail, motivation, and initiative
- Reporting analysis experience, preferably in the financial services industry
- Call centre or back office processing operations experience
- Plan, organize, and prioritize assignments to consistently meet high standards of data timeliness and accuracy
3
Skills For Senior Service Reporting Analyst Resume
- Experience in financial services required
- Extensive experience in development and design of an enterprise reporting, primarily Digital Fuel
- Speech analytics experience, preferably in the financial services industry
- Experience in developing operational and financial reports
- Experience managing complex data analysis projects
- Experience in an Operational / Service Management role
- Analyze and monitor business field sales performance and provide real-time assessments of sales trends and sales effectiveness
- QlikView development experience required
4
Skills For Senior Liquidity Measurement & Reporting Analyst Resume
- Supporting the change control process and executing control standards supporting Reporting tools
- Understanding the reporting business process as well as data structure and data tables of various risk reporting databases
- Developing and modifying reports using Business Objects, in accordance with the relevant change control standards
- Contributing to the team’s delivery of reporting development and change projects
- Managing the market risk stress testing process
- Providing production support to business users of Business Objects and other reporting tools
- Understanding of the typical organizational structure of a global bank would be useful
- Working knowledge of DB2/Oracle or other SQL variant
- Assist in building and maintaining processes to support firm level risk reporting requirements
5
Skills For Senior Analyst, Sales Reporting Resume
- Ensure Planning Analysis Team uses “best in class” reporting processes and standards
- Maintenance and production support of credit risk reporting tools based on existing EUC solutions
- Position entails very diversified cross training along with attending to high volume of work
- Knowledge in designing KRIs, reporting trends in data and pattern/outlier detection
- Responsible for maintaining multiple databases and ensuring data quality
- Integrate existing workflows and processes with new requirements and enhancements around governance and reporting for GMRM
6
Skills For Senior Analyst, Partner Reporting Resume
- Responsible for coordinating audits for Investments and explaining GWL's position
- Aid in planning, design, development, release and monitoring
- Familiar with basic finance and accounting concepts
- Build and run new reports and queries and enhance existing ones
- Meet with department managers to assess and discuss reporting needs
- Present trending reports to leadership
- Knowledge of defect tracking processes and tools
- Develop Bank of the West’s marketing analytics roadmap
- Database querying and data transformation expertise (i.e., Excel, Access, DB2, SQL)
7
Skills For Senior Analyst, Balance Sheet Reporting Resume
- Proficiency in using analytical tools (DB2, SQL, Visual Basic, SAS (EG)) and the Microsoft Office Suite (Excel, Access and PowerPoint)
- Mentor new Analyst FCC Operations staff and provide training, support, guidance and direction
- Proficient using Microsoft Excel & Access with knowledge of VBA and macros
- Create and maintain databases using data from multiple sources such as warehouse databases
- Proficient level of business acumen in the areas of the business operations, industry practices and emerging trends
8
Skills For Senior Analyst Fcc Operations Unusual Activity Reporting Resume
- To report and provide data analysis support on the Bank's global liquidity management in order to optimize the structure of Bank’s funding and liquidity
- Mathematical confidence and accuracy when calculating large numbers
- Attention to detail; being able to track trends and spot anomalies
- Knowledge of the asset, liability and derivative products commonly employed in financial markets for trading and risk management
- Able to work well under time pressure with strict reporting deadlines for internal clients in Zurich, New York, and London
- Bachelors in Statistics, Math, Analytics, Data Science, or Engineering required
- Balance Sheet Reporting & Analysis
- Automation of client reporting to increase efficiencies and support Managers, Client Service
9
Skills For Senior Reporting Solutions Analyst Resume
- Assist with maintenance and administration of the subscriber reporting environment
- Periodic production of 14Q reporting
- Development and distribution of QlikView (or other like reporting method) monthly sales performance to budget reports
- Develop all monthly field sales reports. Reports to include business performance to quota, regional/territory performance to budget, and sales ranking reports
- Primary resource for team members to collaborate on new tools, requirements gathering and implementation to the field
- Perform monthly sales reconciliation between net and field sales to ensure accurate field sales performance reporting
10
Skills For Senior Analyst, Customer Reporting Resume
- Responsible for ad hoc reporting as necessary
- Understands and is able to interpret reporting requirements in the context of the available technical solutions
- Provides the lead development role in the creation of all new reporting capability
- Assist in the continuous improvement of the stress testing process
- Production of regular reporting to support both internal and regulatory requirements
- Support senior management in presenting market risk information in a clear and easy to understand format
- Reconciles reports back to accounting system
- Respond to ad-hoc requests; support the Liquidity Teams/Treasury in day to day tasks, ensure follow up on pending items
List of Typical Responsibilities For a Reporting Analyst Senior Resume
1
Responsibilities For Senior Investment Reporting Analyst Resume
- Working experience in an analytical role within the entertainment/consumer packaged goods industry collaborating with both internal and external sales and management teams
- Able to manage competing priorities and deliver results in fast-paced environment within compressed timeframes
- Working knowledge of data analytics, metrics and measurement of KPI’s and KRI’s
- Proficiency with Microsoft Access. Hands-on experience KeyCorp’s financial systems or equivalent experience in other financial system reporting environments (Hyperion, IBM Cognos, etc.)
- Data Analysis using Tableau
- Contributes towards all necessary solution configuration required as a result of new account or service transition
2
Responsibilities For Reporting & Governance Senior Analyst Resume
- Experience in financial services industry with focus on defined contribution retirement plan services required, preferably 10 years’ experience
- Advanced knowledge and application of relationship management, project management, record keeping and regulatory concepts and methodologies including advanced understanding of various institutional reporting applications (OBI, ERISA, IRW, Plan Analyzer, DAR)
- Provides more complex metrics and analytics as required by leadership
- Understands project management methodologies
- Expertise in PowerPoint, Microsoft Word, Adobe Acrobat Pro and Excel
- Inquisitive, self-driven, and positive under pressure
3
Responsibilities For Senior Service Reporting Analyst Resume
- Strong knowledge in analytical technologies, including, but not limited to: Informatica, SAP Business Objects, MS SQL Server, SSRS, SSIS, Power BI, Red Shift, or equivalent
- Consistently carry out job responsibilities to meet deadlines. Ability to deliver on commitments as promised
- Clearly and effectively convey information to individuals or groups. Possesses strong verbal and written communications skills, with an ability to express technical concepts in simple terms in a way that establishes rapport, persuades others, and gains understanding
- Strong technical and domain knowledge in area of responsibility
- Migration of EUC reports and development of new reports in Business Objects
- Ensure effective and efficient operations and administration of all client accounts by analyzing, defining and recommending improvements to standards, processes and procedures
- Responsible for the follow up of data load and incident management
4
Responsibilities For Senior Liquidity Measurement & Reporting Analyst Resume
- Dealing with Ambiguity – Take effective action with limited information: ready, willing and able to easily switch gears in response to unexpected events and circumstances. Provides as much focus as possible for self and others in dynamic situations
- Reports to – Supervisor, Manager, Senior Manager or Director
- Creates/Builds reports that provide a link between senior leaders expectations and sales teams functional delivery
- Proficient in adhoc report development and analytics
- Facilitation and team coordination
- Directly and indirectly supervise staff members
- High-level of proficiency in the advanced features of Microsoft Excel & PowerPoint
5
Responsibilities For Senior Analyst, Sales Reporting Resume
- Microsoft Office Proficiency: Excel/PowerPoint/Word
- Educate management on our capabilities of our speech and interaction analytics tool
- Provide accurate and timely performance reports for departments within the Client Services division
- Knowledge of financial products, processes, operations, systems
- Proficient in MS Office products such as Word, PowerPoint, Visio, Dynamics CRM & Power BI
- General knowledge of business and Microsoft ERP systems and general ERP concepts
- Analytical skills, to critically evaluate the information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a more general understanding, distinguish solution ideas from requirements, and to distinguish user requests from underlying needs
- Define business requirements
- This role generally requires 50+ hours per week, and hours vary based on business activity
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