Reporting Associate Resume Sample
Jordan Mertz
66883 Lexie Parks,
Los Angeles,
CA
+1 (555) 752 7489
Work Experience
Client Reporting Associate
08/2017
-
PRESENT
New York, NY
- Skilled with vast knowledge of information reporting
- Work with section head to manage workload distribution; capacity management & planning; act
- Operate in fluid environment with tight deadlines
- Forecasting methodologies developed within various lines of business (LOBs) for the Firm’s Capital Stress Testing process. It also includes developing independent statistical models/analytical calculators to challenge LOB results
- Key assumptions and pro-forma financial results across material entities, primarily in the context of the Firm’s Resolution and Recovery process
- Key financial calculations across the Firm, including those related to capital measurement, stress testing & reporting, product valuations, and other high priority processes
- Integrity of regulatory reports by performing variance analysis of actuals
Reporting Associate
03/2013
-
06/2017
Dallas, TX
- Retrieve and analyze sensitive HR information for reporting and/or performance (trend) analysis
- Develop automated, user-friendly, executive level reporting for use by our internal HR clients
- Utilize multiple queries to compile and analyze employee workforce issues over time
- Support internal and external reporting, such as ‘French Sunshine Act’, MedTech etc
- Typical experience requirement of zero (0) to two (2) years’ experience in a Servicing/Originations role or related experience
- Typical experience requirement of zero (0) to two (2) years’ experience in a Credit Bureau Reporting role or related experience
- PC/Windows skills including knowledge of Microsoft Office Suite
Control & Reporting Associate Manager
01/2006
-
12/2012
Phoenix, AZ
- Conduct daily, weekly and monthly monitoring of existing trade surveillance reports for the Firm’s Global Equities, Fixed Income and Global Arbitrage Trading businesses
- Work on a number of readership reporting initiatives, key to the department’s success
- Assist prospective clients in the assessment of Hamilton Lane’s historical investment performance as a specialist in performance reporting
- Develop a comprehensive knowledge of the firm’s business, investment strategies, data, policies and procedures
- Coordinate and manage submissions to Corporate Financial Reporting and other reporting groups for various financial disclosures and requests. This can include, but is not limited to
- Managing the Income attribution process across the Credit LOBs in accordance with the firm’s Transfer pricing policies and liaise with Tax and Legal Entity Controller (LEC) teams as appropriate
- BlackRock offers a comprehensive orientation package in addition to relevant Client Reporting systems training
Education
Keiser University - West Palm Beach Campus
2002 - 2006
Bachelor's Degree in Accounting
Professional Skills
- Proven problem-solving skills, critical thinking aptitude, and business modeling abilities
- Excellent communication skills, including the ability to form succinct insights that can be shared in clear, compelling presentations
- Strong analytical reasoning skills which lead to well supported decision making
- Demonstrably strong communication, organisation and planning skills
- Strong interpersonal skills, including the ability to work closely in a team environment and to develop relationships with key stakeholders across disciplines
- Strong and established analytical and problem solving skills
- Strong analytical, planning and results oriented skills
How to write Reporting Associate Resume
Reporting Associate role is responsible for excel, analytical, research, modeling, reporting, microsoft, interpersonal, business, security, computer.
To write great resume for reporting associate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Reporting Associate Resume
The section contact information is important in your reporting associate 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 Associate Resume
The section work experience is an essential part of your reporting associate 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 associate 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 associate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Reporting Associate resume experience can include:
- Good organizational skills, ability to manage priorities and meet hard deadlines
- Solution focused with strong interpersonal skills and evidence of the ability to interact, engage and influence
- Proven initiative and client service skills
- Strong English language skills – spoken, verbal and written
- Excellent verbal skills and the ability to interview and interact with security research subject matter experts
- Excellent time management, problem resolution, research and communication skills
Education on a Reporting Associate Resume
Make sure to make education a priority on your reporting associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your reporting associate 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 Associate Resume
When listing skills on your reporting associate 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 associate skills:
- Good project management skills, plan and prioritise work, effective time management
- Good risk awareness and escalation skills at a senior level, able to elicit effective escalation and communication with peers
- Good GPA's Strong quantitative and analytical skills
- Highly effective interpersonal skills; adept at working in a team environment as well as on an individual basis
- Good problem solving skills and ability to work independently
- Strong IT system skills, including proficiency in Excel
List of Typical Experience For a Reporting Associate Resume
1
Experience For Client Reporting Associate Resume
- Outstanding positive attitude with ability and willingness to effectively work within a team environment and give/receive constructive feedback
- Interpersonal skills, including the ability to work closely in a team environment and to develop relationships with key stakeholders across disciplines
- Advanced Excel skills including basic VBA, and basic competence with SQL and Oracle databases
- Experience in the financial services industry, preferably in a top-tier firm, focused on risk management, or related work in audit/compliance
- Able to focus and good attention to detail
2
Experience For Tax Reporting Associate Resume
- Fluent English – excellent spoken and written
- Supporting the management and business decision-making process through providing professional finance input and setting action plans
- Coordinating and preparing weekly and monthly market risk reports for senior management and committees, and dealing with ad hoc requests
- Generating and reviewing daily legal entity backtesting reports
- Compiling, controlling, and analyzing detailed disclosure data for inclusion in the 10Q/K
- Understanding material changes to the market risk exposures, and providing informed and timely responses to queries
3
Experience For Control & Reporting Associate Manager Resume
- Maintaining market risk systems, including for limit and report updates, hierarchy changes, and user access
- Creating efficiencies in operating models and processes and work on resolution of issues with a diverse population of teams
- Analyzing and adjusting transaction and account discrepancies
- Understanding of Risk Management techniques, Derivative instruments and Quantitative methods
- Communicating with institutional business units on tax related matters
- Interfacing with stock loan and repo desks
- Prepare all equity reporting for 10-Q/K, including accounting for share activity
- Critical thinking, challenging assumptions, initiative, ownership and taking pride in one’s work
- I.R.S. tax reporting fundamentals including TEFRA, NRA, FATCA, U.S. and foreign withholding
4
Experience For Wealth Management Ops Business & Reporting Associate Resume
- A basic understanding of investment banking trading businesses
- Ensure proper accounting mapping are in place and in accordance to PepsiCo reporting standards
- Forward planning and proactive approach to meet varying workloads and daily, weekly, monthly, quarterly and yearly deadlines
- Works independently to research and resolve individual inquiries related to such requests liaising with accounting and tax as needed
- Stays abreast of regional reporting developments to ensure requirements, current process and reporting remains relevant
- Assist with the review of client documentation about operational procedures during account onboarding
- Monitor markets, update pricing model and assist in setting mortgage rates
- Support various projects, including automation/standardization efforts and the evolution of reporting
- Create test cases/scripts, test plans, and other test artifacts in addition to executing test cases/scripts and triaging defects
5
Experience For Gso-compliance & Reporting Associate Resume
- Serve as a team expert on the firm’s reporting tool(s), our standard reporting practices, as well as workflow, procedures and the status of reports
- Understand end to end client reporting process and continually champion the sharing of
- Knowledge of finance, accounting, and financial planning disciplines
- Create and support reporting processes that improve the investment and financial reporting structures of the investment department
- Broad understanding of wealth planning, investment management, and family office services offerings (concepts, products, services)
6
Experience For Data & Reporting Associate Resume
- Review of derivative payment flows for withholding and reporting implications
- Familiar with handling and manipulating large data sets
- Complete periodic, quarterly & annual reporting schedules required by the Sector reporting team
- Liaise with Planning Group on data requested to complete Annual Operating Plan/Strategic Plan
- Assist the Senior Analysis & Reporting Manager in the assessment of accounting ramifications of major business initiatives
- Coordinate periodic tracking of cash flows, CAPEX spending vs. commitments and NAB balances
- Work to ensure all required reporting controls are in place; contribute to AM’s BCBS compliance efforts
- Annual legal entity analysis to determine reporting requirements
7
Experience For T&E / HCP Reporting Associate Analyst Resume
- Maintenance of reporting obligations, jurisdictional requirements, and submission deadlines
- Actively manages budgeted versus actual compliance fees for assigned entities, communicating any anticipated changes to the respective parties
- Support process re-design/improvement of automated reporting processes
- Analyze exchange provided data, Bloomberg data and financial news to generate monthly competitor reporting
- Monitor our global ETF offering in APAC to ensure compliance with local notification and registration requirements
- Production of highly reliable and timely data and reporting
- Know the business, study our data, understand our volumes and metrics, and know when something is out of the ordinary
- Prepare the majority of custom complex reports and responses to ad-hoc client requests, working with other members of client service team as necessary
- Produce monthly management reporting information for WM Ops Managements and other key stakeholders
8
Experience For Cbrisk CTL Risk Reporting Associate Resume
- Re-test all high-rated issue closures in the last 90 days and MRA’s closed in the last 60 days
- Review the Firm’s financial reports (e.g., Annual Report, Form 10-K, Proxy, Form 10-Q, Quarterly Earnings Release and Financial Supplement and JPMorgan Chase Bank, N.A.’s financial statements) for compliance with accounting and reporting standards
- Assist with XBRL tagging and review of the Firm’s financial statements and footnotes
- Review peer disclosures and make recommendations to enhance JPMC’s disclosure
- Ensure the SEC Team’s compliance with the Firm’s Sarbanes-Oxley (SOX) program
- Completion of monthly & quarterly portfolio reports
9
Experience For Measurement & Reporting Associate Resume
- Participation in investor updates
- Preparation of responses to ad-hoc requests for information
- Provide fund expertise and daily support to team members
- Knowledge of international regulatory requirements in the funds industry is preferable but not essential
- Completes quantitative data sections of RFP’s and Questionnaires for products and portfolios as requested by prospective and existing clients, consultants and strategic alliances
- Willing to work in hard HR area – reports, data for payroll, social fund
- Handle sensitive information appropriately and confidentially
- Availability within 1 month
- Managing the reconciliation of Positions and Balances and Corporate Actions on client accounts, ensuring these accurately reflect Morgan Stanley’s records for Client and performance reporting purposes
10
Experience For Projects & Reporting Associate Resume
- Report Puerto Rican Government National Mortgage Association (GNMA’s) bonds
- Responsible for delegated client reporting across multiple jurisdictions, ranging from general enquires on service, on-boarding, reporting submission and regulatory queries
- Provide ongoing consulting services and support to all users of the reporting system. (Advisors, SA’s & Corporate Users). Ongoing support topics can include: Functionality, Data topics & performance calculations
- Provide a high level of responsiveness to executive ad-hoc requests, “what-if” scenario modeling, inquiries, and forecasting
- RFP completion and data management. This is an opportunity to work on BlackRock’s proposals for large strategic clients selling a wide range of products
List of Typical Skills For a Reporting Associate Resume
1
Skills For Client Reporting Associate Resume
- Solid US GAAP knowledge and research skills
- Strong negotiating skillset
- Strong analytical, communication, teamwork and organizational skills
- Strong analytical skills required and ability to solve problems quickly
- Advanced Excel Skills and experience in SAP, BPC and BI
- Outstanding business and technical writing skills including the ability to edit and publish deliverables for internal and external customer consumption
- Learning and applying new information, skills and processes quickly
- Problem-solving skills, critical thinking aptitude, and business modeling abilities
- Relationship building skills – able to work with global colleagues at all levels of seniority
2
Skills For Tax Reporting Associate Resume
- Strong presentation, communication, editing and project management experience
- Communicate effectively, both orally and in writing with all organizational levels
- Attention to detail, with the ability to work effectively under stress and tight deadlines, dealing with ad hoc requests
- Prior experience with SOX 404 and ICOFR testing
- Strong and motivated team player with the ability to build effective relationships at all levels
- Identify and manage areas of risk, demonstrate good judgement, objectivity and independence
- Respond effectively to management direction and clients’ needs
- Strong experience of MS Office (Excel, Power Point and Viso)
3
Skills For Control & Reporting Associate Manager Resume
- Advanced computer skills (Excel, HFM)
- Highly motivated individual who can effectively manage multiple projects at once
- Proficient computer skills – MS Outlook, Excel, Power Point, and Word
- Strong experience of MS Office, particularly Excel
- Identify and communicate issues effectively and timely to peers and management team
- Communicate effectively with the service delivery team and lines of business where required
4
Skills For Wealth Management Ops Business & Reporting Associate Resume
- Banking experience and some understanding of Equities products are desirable, but not mandatory
- Proven track record of managing people through mentoring, coaching and developing individuals
- Experience in finance, accounting and / or operations with a focus on client reporting and trade reconciliation
- Previous experience with Financial Analysis, Investment Partnership Accounting, and Management Reporting
- Experience in Client Reporting or in a Client Facing role
- Evidence of innovative thinking and always looking for opportunities to streamline/automate
- Experience in completing and maintaining consultant databases would be useful
- Experience in accounting or auditing environment
- Strong understanding of Service Level Management principles including ITIL
5
Skills For Gso-compliance & Reporting Associate Resume
- Previous experience with Financial and Management Reporting
- Previous experience of client/customer tax reporting and/or financial services would be advantageous
- Experience or awareness of reporting formats and analytical solutions
- Organization and attention to detail sufficient to prioritize multiple tasks while working in a fast paced environment
- Experience with client reporting
6
Skills For Data & Reporting Associate Resume
- Experience at a management consulting firm or in a strategy group within a financial services firm
- Experience with design thinking and agile processes
- Demonstrate maturity and confidence in dealing with a variety of people under a variety of conditions
- Demonstrate the ability and initiative to handle increasing responsibility over time
- Good understanding of equity and fixed income securities markets
- Experience in Accounting or Finance or Operations
7
Skills For T&E / HCP Reporting Associate Analyst Resume
- Manage multiple and changing priorities, multi-task and ensure deadlines are met
- Experience in a similar or related role in asset management, funds or securities processing industries
- Experience of working with investment portfolio data, securities data and investment documentation
- Strong understanding of statistical analysis of incident and change management data
- CLO Operations experience
- Experience with Bank Debt situations
- Build strong client relationships with the ability to manage client expectations
8
Skills For Cbrisk CTL Risk Reporting Associate Resume
- Technical experience in SQL, VBA and Business Intelligence dashboards
- Accuracy and an excellent attention to detail
- Work independently, prioritise multiple projects and meet deadlines is essential
- Successful work experience in an analytical environment
- Demonstrated ability to source, digest, compile, and organize information
- Proven ability to develop multi-workstream project plans, establish management routines, and track progress
9
Skills For Measurement & Reporting Associate Resume
- Successful work experience in an analytical environment
- Technical writing or data tabulation experience, especially in pharmaceutical research or life sciences would be an advantage
- Demonstrate in-depth critical thinking
- Work well in a fast paced environment, while being able to prioritize and meet multiple deadlines
- Strong problem solving and follow through
- One year experience in professional working environment with positive references
10
Skills For Projects & Reporting Associate Resume
- Operations reporting experience
- Excellent internal and external customer service capabilities
- Work experience in a related field is an advantage
- Strong functional knowledge of Operations and trade lifecycle
- Attention to detail; strong self-review of work
- Well organised; ability to prioritise, multi-task, meet deadlines and work under pressure
- Excellent command of Arabic and English language
List of Typical Responsibilities For a Reporting Associate Resume
1
Responsibilities For Client Reporting Associate Resume
- Excellent communication skills with the ability to develop and maintain collaborative relationships with both internal and external clients
- Experience with writing use cases, test cases and test plans
- Data interpretation and analysis experience
- Assist in mentoring and training analysts and associates
- This role is a key part of the production support function for Transaction Reporting. Key Functional responsibilities include but are not limited to
- Review of month end and quarter end regulatory submissions (e.g. Fair Value Measurement, RWA, LCR, Pledged Assets, Available Collateral) and partner with UK Reg team for UK Regulatory submissions
- Providing an interface between the trading activities of the regional trading floors and other processing groups within the bank, ensuring that the business results are correctly reflected in the various financial and regulatory reports
2
Responsibilities For Tax Reporting Associate Resume
- Partnering with key stakeholders including Corporate Financial Reporting & CIB External Reporting to quantify potential impacts of identified issues and ensuring impact on financial statements are understood
- Daily interaction across business groups including Portfolio Management and Legal & Compliance
- Extract meaningful information from disparate data/reporting sources
- To support the UAT and parallel testing to ensure the report accuracy
- Be a super user to develop the reporting on Vermilion system
3
Responsibilities For Control & Reporting Associate Manager Resume
- Review and explain Puerto Rico tax reporting (480.6 Series)
- Assist in the preparation of the Firm’s SEC filings including 10-Q/10-K, Proxy and annual report
- Assist in supporting external audit and Sarbanes Oxley compliance
- Provide mortgage pricing support and expertise to internal sales and origination functions
- Execute daily pricing operational tasks
- Identify and develop enhanced reporting capabilities and systems enhancements
4
Responsibilities For Wealth Management Ops Business & Reporting Associate Resume
- Evaluate and provide input on improving department processes
- Familiarity with various reporting platforms and processes
- Manage monthly/quarterly data characteristics process for the Legg Mason SMA business using Factset/internal systems
- Team-oriented, self-motivated and goal driven
- Multi-task realize the importance of follow-through, and have outstanding time management skills as well as the ability to work under pressure while maintaining a professional manner
5
Responsibilities For Gso-compliance & Reporting Associate Resume
- Work with process owners to advise/implement improvements to ensure compliance and continuously improve the company’s internal controls over financial reporting
- Compile and Collate data for internally developed Quarterly Service performance reports on a daily, weekly, monthly basis or as required
- Provide quality assurance and accuracy of information for the Quarterly Service Review
- Work closely with subject matter experts on the creation and timely delivery of Quarterly Service Reports
- Follow and update established and/or ad-hoc processes and work instructions
- A sense of craftsmanship, quality and ownership
6
Responsibilities For Data & Reporting Associate Resume
- Desirable ITIL Foundation v3 Certification
- Maintains a project plan and calendar for all compliance deadlines in conjunction with our global compliance partner to ensure adherence to all deadlines
- Understands our business, operating model and processes in relation to local regulations and requirements. Works closely with our compliance partner to ensure changes to local requirements are communicated and understood
- Works closely with the third party global compliance partner to ensure accurate and complete information is provided in a timely manner. Manages all requests for information and data to support preparation of reporting deliverables and ad-hoc requests
- Has an understanding of the requirements (and changes to) US GAAP to STAT conversion for assigned entities and prepares the monthly US GAAP to STAT adjustments entries, ensuring that they are processed in the STAT books timely
- Assist in the preparation of financial statements and management reporting - ensuring all monthly adjustments to the primary / US GAAP ledger are reviewed by the Reporting Manager
- Responsible for providing explanations on periodical variance analysis of specific entities
- Monitors status on all compliance deadlines on a daily basis and communicates any concerns and anticipated issues to the Reporting Manager, seeking to resolve wherever possible
7
Responsibilities For T&E / HCP Reporting Associate Analyst Resume
- Implement the client reports on Vermilion Reporting System to avoid manual error and improve the efficiency and data accuracy of the reports
- Utilize existing Excel Marco to produce multiple sets of reports for Discretionary Mandate clients and for internal business users
- To automate the existing reports onto Vermilion system, the implementation details include
- Prepares for and participates in, weekly compliance calls with the regional team
- Supports information requests related to new country and product launches as needed
- Review of Statutory GL account reconciliations on a monthly/quarterly basis and select US GAAP balance sheet GL account reconciliations on a monthly basis
- Responsible for timely delivery of Client Reports and related queries
- Work closely with stakeholders to understand the report requirements
- Analyze client reports requirements, trends, formats or contents to give better solutions
8
Responsibilities For Cbrisk CTL Risk Reporting Associate Resume
- Assist the team lead to enhance the current processes and/or systems to ensure delivery of services to the client in an accurate and timely manner
- Verify data of the system generated reports before the fact sheet production
- Communicate with Global Analytical team to migrate performance calculation from Taiwan Fund Administration System to Global platform
- To communicate with global Vermilion implementation team about report requirements and assist the program developments
- Work with stakeholders to standardize the report format and fine-tune reports on Vermilion
- Working knowledge and ability to discuss both retail and retirement I.R.S tax Forms: 1099-B, 1099-DIV, 1099-INT, 1099-MISC, 1099-OID, 1099-R, 5498, 1097-BTC, 1042-S & 2439
- Keep abreast of regulatory changes and update job procedures accordingly
- Complete annual testing of multiple functions using TFS to track progress, log defects, and resolve issues to ensure tax forms are I.R.S compliant and ready for production
9
Responsibilities For Measurement & Reporting Associate Resume
- Research and correct complicated tax issues
- Gather and store documentation for IRS/internal audit as required in job descriptions
- Review various vendor reports to identify source of error, correct the error, and provide explanation
- Participate in projects of small to mid-size and execute deliverables accurately and timely
- Participate in preparation of XBRL filings
- Participate in quarterly Earnings Release process
10
Responsibilities For Projects & Reporting Associate Resume
- Assist in the preparation of the quarterly due diligence pack
- Assist in the preparation of competitor reviews
- Liaison with business units, investor relations, legal counsel, external and internal auditors, and all levels of management
- Publish daily or monthly reports which include market trends, key performance indices, profitability, competitive analysis, etc
- Compile and escalate off deal proposals through senior management review channels
- Monitor competitor’s mortgage rates and provide timely analysis and information to optimize portfolio position
- Publish daily or monthly reports/dashboards which include market trends, Key Performance Indices, operational issues, competitive analysis
- Extract and analyze data from multiple databases for the purpose of tracking portfolio performance & assist with ad hoc analysis not limited to ROE tracking ,Product migration, Portfolio runoff & default, risk profile, retention & WAC differential analysis
- Produce the required reports using the technology solutions provided ahead of or to agreed deadlines with our clients, ensuring timely and compliant submissions to the relevant tax authority
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