Analyst, Reporting Resume Sample

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Dina Bartoletti
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Work Experience


Senior Analyst, Reporting
12/2017 - PRESENT
Chicago, IL
  • Hyperion super user/administrator experience, with direct experience in Smartview and Financial Reporting Studio
  • Execute the regular monthly, quarterly, semi-annual and annual reporting processes required to provide reports/information to senior/executive management and various business, risk management, and finance partners internally across the bank
  • Execute the processes required to provide regular reports to external parties (e.g., OSFI, Rating Agencies, CBA, Mortgage Insurers, etc)
  • Support the execution of changes to the regular reporting process to achieve maximum efficiency as well as, the design, development and implementation of new acquisition and portfolio monitoring reports required to meet the measure, monitor and manage responsibilities for a robust credit risk management environment
  • Provide support for special executive management information requests in support of Quarterly Analyst Calls, Board and Risk Mgmt Committee Presentations, External Rating Agency meetings, OSFI data calls, etc. as well as, support for deep insight analyses into specific portfolio credit risk exposure requests
  • Support the research and analysis required for deeper insight analysis requests for assessment of specific credit risk exposure within the MPL portfolios (e.g. rising interest rate risk, condo/rental exposure)
  • Provide SME support for the design, development, and ongoing enhancement of a robust data analysis and reporting infrastructure to ensure continuous improvement to the departments reporting capability
Analyst, Reporting
12/2014 - 10/2017
Boston, MA
  • Complete periodic Workday update processes, including reporting testing activities
  • Contribute to related application support activities as required
  • Collaborate with domain-specific teams to ensure functionality of reports continue as planned, and any new reports are completed to meet the business need
  • Adhere to protocols and standards for facilitating reports configurations and software changes in an accurate, efficient and compliant manner
  • Evaluate processes, identify improvement opportunities and implement required updates/enhancements in the context of a continuous improvement framework
  • Applicable analysis and/or reporting experience in a professional environment
  • Experience with data manipulation platforms such as Microsoft Excel and familiarity with Alteryx and SQL
  • Experience with visualization and presentation tools such as Microsoft Excel, PowerPoint and Tableau
Junior Analyst, Reporting
04/2011 - 10/2014
Dallas, TX
  • Support the resolution of any data integrity and/or operational credit processing issues found during the execution of the monthly reporting and/or analysis activities
  • Maintain detailed documentation, including process maps, for all reporting activities
  • Leverage knowledge of business process and technical inter- dependencies, utilizing understanding of foundational design concepts, data conventions and workflow dependencies
  • Conduct systems analysis, identify enhancement opportunities and implement complex Workday Reporting configuration changes
  • Act as a primary configuration and administration expert for Reports functionality
  • Evaluate and assimilate evolving Workday Reports functionality, remaining cognizant of complex system inter-dependencies and associated business process implications
  • Analyze business problems and processes to identify solutions supporting the Reporting needs of the University
  • Complete identification and implementation of complex Workday Reporting configuration changes

Education


Palm Beach Atlantic University
2007 - 2011
Bachelor's Degree in Accounting

Professional Skills


  • Extremely strong technical accounting and SEC reporting skills, with experience in technical research and drafting or reviewing SEC documents
  • Math Skills: need math skills to estimate numerical data
  • Strong technical writing skills including understanding of HTML/wiki markup (HTML5/CSS3)
  • Strong ability with Microsoft Office suite of products, with advanced Microsoft Excel skills
  • Excellent analytical skills – complete ease with excel & pivot tables & other data visualization tools
  • Strong understanding and experience in Financial P/L Planning, Reporting, and Analysis
  • Proven understanding and experience of management accounting including P&L & Balance Sheet responsibility

How to write Analyst, Reporting Resume

Analyst, Reporting role is responsible for excel, research, reporting, advanced, microsoft, english, basic, design, database, communications.
To write great resume for analyst, reporting job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Analyst, Reporting Resume

The section contact information is important in your analyst, reporting 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
  • Email
  • Telephone number

Work Experience in Your Analyst, Reporting Resume

The section work experience is an essential part of your analyst, reporting 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 analyst, reporting responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular analyst, reporting position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Analyst, Reporting resume experience can include:

  • Strong communication and presentation skills, particularly around data visualizations and summarizing results
  • Strong Microsoft Office skills, specifically, Excel, Word and PowerPoint
  • Skills and experience in advanced Excel VBA and pivot table formulas, SQL data extraction and data manipulation
  • Effective Oral Communication/Presentation Skills
  • Excellent English verbal, written and communications skills
  • Excellent English verbal, written and communication skills

Education on an Analyst, Reporting Resume

Make sure to make education a priority on your analyst, reporting resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your analyst, reporting 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 Analyst, Reporting Resume

When listing skills on your analyst, reporting 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 analyst, reporting skills:

  • Excellent verbal, interpersonal and written communication skills , strong judgment and problem solving skills
  • Strong presentation & good communication skills
  • Strong analytic, research and critical thinking skills
  • Good people interaction skills
  • Can present ideas to peers and peer-group end-users. Effective verbal, written, and interpersonal communication skills
  • Skills in /experience with other MS Office Programs (MS Word, MS Outlook, MS PowerPoint

List of Typical Experience For an Analyst, Reporting Resume

1

Experience For Senior Analyst, Reporting Resume

  • Detail oriented with strong problem-solving skills & entrepreneurial spirit
  • Strong attention to detail, analytical acumen, intellectual curiosity, creativity, a proven work ethic
  • Experience in virtual team work, with strong service behaviours
  • Demonstrate strong competency and comfort working with large data sets
  • Strong knowledge of Client On-Boarding process/lifecycle and experience of such projects within a top tier Financial Institution
2

Experience For Data Analyst / Reporting Writer Resume

  • Solid / Proven analytical and problem solving abilities
  • Experience with basic automation using Microsoft Excel, VBA and Microsoft Access
  • Perform Latest thinking and business plan consolidations
  • Preference of 4-5 years working experience in a Call Center and or Business Process Services
  • Execute testing and perform quality control in order to validate accuracy of reports before they enter production
3

Experience For Senior Analyst Reporting Resume

  • BS in Finance/Accounting or Information Systems and 5 years of work experience in reporting and/or analysis in an ERP environment
  • Experience in drafting detailed business requirements
  • Accounting or Finance experience
  • Reporting/Business experience, preferably in specialty retail
  • Customer-focused with strong listening and quantitative aptitude
  • Demonstrated ability to provide recommendations and solutions rather than reporting problems
  • Strong knowledge of physical retail, mobile, online, ad-supported and subscription accounts
  • Practical experience in a reporting function
  • Analyzing impact of policy changes on existing functionality/future deliverables
4

Experience For Data Analyst, Reporting Resume

  • Understanding of the residential mortgage and secured/unsecured lines and loans business would be beneficial
  • A keen interest in developing new ideas and systems, as well as analysing and developing existing processes
  • Provide daily support in reporting needs for operational planning and purchasing teams
  • Responsible for aligning reports across our planning teams and providing quick solutions for operational teams
  • Responsible for actively identifying opportunities to improve existing GSP reporting
  • Liaise with Tokyo Head Offices such as Global Planning Division and Corporate Planning Division
  • Responsible for creating and maintaining program dashboards in Tableau
  • ?Utilizes depth of reporting and tool specific expertise to recommend leading edge solutions to users that meet their expressed and unexpressed future needs
5

Experience For Analyst, Reporting & Solutions Resume

  • ?Designs and develops complex reporting solutions that enable user functionality with minimal on-going maintenance and post-production incidents
  • Process modeling: Analyze current business process to understand the business needs and to determine how to best fulfill those needs via system and process
  • Ensures data completeness, accuracy and timeliness working cross functionally on data reconciliation routines and data
  • Responsible for administration of documentation and reporting structures
  • Develop and streamline the reporting process, structure and methodology
  • Lead reporting monthly close, provides accurate, timely, and meaningful financial analysis and presents to management
  • Lead CAPEX reporting for actual and business plan cycles
  • Lead Overhead reporting for actual and business plan cycles
6

Experience For Senior Financial Analyst / Reporting Resume

  • Contribute to the development of the annual S&SD benchmarking report
  • Participation in ad hoc external reporting projects
  • Continually upgrade knowledge of call center reporting
  • Create Monthly billing reports
  • Quickly learn IT business functions and employ processes, templates and tools to assist in delivering services to World Wide Studios (WWS)
  • Provide Monthly Cash Reporting for Month-end close
  • Support the cash forecasting process
  • Maintain bank files and update banking documentation as required
7

Experience For Senior Financial Analyst, Reporting Resume

  • Research literature to support accounting treatment and methodology used in accordance with US GAAP and the Company’s financial policies
  • Propose improvements to the supporting analyses of the MD&A in order to improve accuracy and efficiency
  • Professional accounting designation (CPA)
  • Thrive in a dynamic and fast-changing environment
  • Interfaces and collaborates with FSO Teams, Operational Counterparts and Partners for benchmarking
  • Prepares and dissects analytical requirements in varying frequencies, dimension and audience
  • Preparation of periodic reporting and presentations to Board of Directors and their Committees
8

Experience For Senior Financial Analyst Reporting & Systems Team Lead Resume

  • Liaise with the Compliance, Policy Interpretation, KYC Operations, Front Offices Sales, Risk and Privacy teams to ensure alignment and understanding of new KYC Standards. This includes running workshops to elicit their requirements
  • Assist in preparing group supply financial reports; specifically (but not limited to): ‘WD4 P&L’ and ‘Global Supply HFM’ reports, Americas financial report decks
  • Process modelling: Analyze current business process (as-is) to understand the business needs and to determine how to best fulfil those needs via system and process (to-be)
  • Prepare and create the forecasts and budgets using the TLP System
  • Develop and maintain queries and reports in CAB and OnBase essential
  • Responsible for the preparation and calculation of the year end OMD Reconciliation, in conjunction with the SSC
9

Experience For Analyst Reporting Resume

  • Prepare the budget, forecast and actual Domestic and FOB net revenue by brand, by month, and upload into Longview, ensuring this reconciles to the Budget/Forecast/Actual
  • Perform data mining, validation, cleansing, analysis, and modeling
  • Maintain existing reporting templates, making improvements to improve efficiency & speed
  • Communicate reporting issues & resolution timing to cross functional & executive teams
  • Automate existing reports, as necessary, to ensure Service Level Agreement (SLA) is met
  • Synthesize information related to reporting for the senior executive leadership team within the brand
  • Develop new reports based on business requirements collected from cross functional team
10

Experience For Pricing Analyst Reporting & Analysis Resume

  • Architect data structure that allows data to flow as efficiently as possible
  • Analyze system information to determine most efficient method of accurate data retrieval
  • Provide analytical support for ad hoc projects across the Brand
  • Maintain and Develop custom Tableau dashboards
  • Work in a team environment as well as independently when required
  • Able to think outside of box and be able to develop insightful analysis from business unit and platform results
  • Able to present ideas to a group

List of Typical Skills For an Analyst, Reporting Resume

1

Skills For Senior Analyst, Reporting Resume

  • Strong attention to detail and analytical/problem solving skills
  • Prior experience in reporting
  • Effectively communicate orally and in writing with co-workers and other Departments
  • Problem solving skills and the ability to generate solutions for basic to intermediate level problems
  • Exceptional PowerPoint and Excel skills (pivot tables, logical statement formulas, lookups, etc)
  • Experience with Microsoft Office Suite, with a proven focus on Excel
  • Advanced Microsoft Office Excel skills (report creation, advanced formulas, macros, pivot tables, etc)
  • Understanding and experience in establishing Key Performance Indicators
2

Skills For Data Analyst / Reporting Writer Resume

  • Experience of working on projects which delivery business applications to operations teams including rolling out improvements to existing processes
  • Experience focused on accounting, auditing, and/or reporting (including SEC registrants)
  • Experience in Big 4 public accounting or a mix of Big 4 and public company accounting/reporting
  • Experience in reporting, forecasting or modeling
  • Capable of balancing competing priorities & remaining flexible in a fast-paced environment
  • Experience working with large data sets using structured query tools such as SQL
  • Experience presenting to business leaders/executives and leading with data and data-derived insights to influence their decisions.
3

Skills For Senior Analyst Reporting Resume

  • Experience in Business Process Modeling and analysis techniques including production of Use Case Models and Use Cases
  • Experience working with Agile SDLC and capturing user requirements in User Stories in tools like JIRA is highly desirable
  • Strong attention to details in data base management and working on online reporting tools, such as SFDC, CRM, CIR, and Sharepoint
  • At least (3) three years of public accounting experience with a Big 4 or Fortune 500 in an SEC reporting role
  • Experience building and interpreting Financial models
4

Skills For Data Analyst, Reporting Resume

  • Experience working with business stakeholders and senior leaders in understanding data analytics and information needs
  • Experience analysing and interpreting complex data
  • Strong proficiency in SQL coding and database design
  • A strong understanding of standard hotel industry metrics (Room Nights, Revenue, ADR, RevPAR, RGI)
  • Past experience of working in a multi-cultural office environment
  • Experience at large accounting firm or finance department
5

Skills For Analyst, Reporting & Solutions Resume

  • Optimizes efficient and timely processing of client and internal reports through efficient design and validation checks
  • Assess relevance of existing reports and consolidate where possible refine new report requirements and generate mockups
  • Relevant accounting experience
  • Or more years of relevant experience
  • 3 – 5 years previous business/operations analysis experience in technology/systems department
  • Builds/maintains effective relationships across groups to provide
  • Experience administering SAP Business Objects reporting (i.e., promotion of reports, scheduling reports, and distribution of reports)
  • Experience using Crystal Reports or Webi for reporting on clinical healthcare data
6

Skills For Senior Financial Analyst / Reporting Resume

  • Demonstrated ability for completing moderately complex projects and/or multiple assigned projects
  • Highly capable individual with expanded skill sets
  • Track record of consistently good work with only occasional problems or defects
  • Skilled at using sales systems such as SoundScan and Business Objects
  • Experience working very large amounts of data (i.e. 100’s of GBs)
  • ?Has mastered multiple domains and understands how the domains interrelate. Has some cross-functional knowledge and skill outside of formal position
  • English Language skill in written and oral
  • In-depth knowledge of bank products, processes, organization, and interrelationships gained through experiences in multiple roles
7

Skills For Senior Financial Analyst, Reporting Resume

  • BA with concentration in Business-related field or AA with equivalent experience
  • Resourceful and detailed-oriented; skilled problem solver and multi-tasker
  • Prepare the consolidated statement of cash flows on a monthly basis
  • Developing and running a forecasting and workforce management reporting suite across forecasting demand, supply, capacity and capability
  • Identifying and interpreting issues and trends and providing insights and recommendations to stakeholders for decision making
  • Monitoring and transferring relevant data from OLB team’s Excel reports or queues to productivity databases
  • Understanding of Forecasting and Workforce Management with the ability to work in a team
  • Reporting and Data Analysis – 40%
  • Running ADHOC reports as requested by all levels of management
8

Skills For Senior Financial Analyst Reporting & Systems Team Lead Resume

  • Understanding of data and mechanisms through which data is collected and shared
  • Oversee accounting and forecasting functions for stock-based compensation plans, including recording of the monthly calculation of stock compensation expense
  • Responsible for operating reports, system reporting and monitoring, data modeling, and financial analysis for Financial Services Operations
  • Partner with other FP&A analysts and Accounting to support budgeting, forecasting, financial reporting, and business analytical needs
  • Partner with Canadian management team on fixed cost planning & analysis. Responsible for meeting planning deadlines for Canada business
  • An understanding of the technical aspects of formulating internal and external S&SD reporting publications and web-based publications
  • Develops Key Performance Indicator and Financial flash reports working with existing databases
  • Provides analytical support for database management (i.e. analyzing incoming data sources, etc.)
9

Skills For Analyst Reporting Resume

  • Provides back up support to reporting administrators including data entry as needed
  • Manages site incentive reporting/tracking for TL/Agents
  • Drive efficient working practices and continuously improve the service offering
  • Assist in ensuring the Company is JSOX Compliant by providing governance over internal controls and policies
  • Coordinate the preparation and review of internal reporting packages, including monthly financial packages for senior management and the Board of Directors
  • Manage intercompany accounting & accruals at month end as well as preparing the payment schedules to CHQ
  • Process or workflow mapping, wire framing
  • Improve existing processes to better align with changing operations and business needs
  • An understanding of the financial aspects of the hotel industry (e.g. revenue management principles)
10

Skills For Pricing Analyst Reporting & Analysis Resume

  • CIMA, ACCA or other accounting/analytics-based qualification
  • Creation and Enhancement of client Reporting with SAP Business Objects
  • Create/modify existing tables, queries, and reports
  • Work out finance related issues (e.g. managerial accounting and finance related projects) with Lines of Business and Support Units
  • Provide analytical support to the People Management team in people metrics & reporting
  • Communicate findings to stakeholders through formal presentations, as well as support standard management reporting on periodic/quarterly/annual basis
  • Provide expertise on external benchmarks and key internal surveys supporting the People team

List of Typical Responsibilities For an Analyst, Reporting Resume

1

Responsibilities For Senior Analyst, Reporting Resume

  • Prior experience with Hyperion financial data warehouse, Siebel and other database reporting tools
  • Knowledge and skills required to discover and meet the customer’s needs
  • ?Build strong working relationships with users and team members, including Directors and above. Gains trust and respect of key users
  • Develop innovative ways to address and appropriately prioritize the varying information needs of markets
  • Relevant work experience in Analytics tools and Financial Reporting and Analysis
2

Responsibilities For Data Analyst / Reporting Writer Resume

  • A technical background and experience using statistical tools such as R, SQL or SAS
  • Strong ability to analyze and represent information in various ways to support analysis and decision making in alignment with business objectives
  • Assists with the effective use of resources and identify opportunities for automated systems
  • Experience with a data visualization tool (e.g. Tableau)
  • ?With minimal supervision, performs analysis, development, and testing of complex reporting solutions
  • Produces daily internal & client reports working with front end Database applications
  • Assesses impact of new data designs and new client reporting requirements
  • Research, analyze, and determine appropriate course of action based on trending
  • Advanced Excel reports development using Excel (VBE 2003)
3

Responsibilities For Senior Analyst Reporting Resume

  • Maintain Access databases for all Lines of Business – including updates requested by Management (at all levels)
  • Perform HC reporting for actual and business plan cycles
  • Perform BRAVO reporting for actual and business plan cycles
  • Perform TM1 reporting for actual and business plan cycles
  • Perform Sales reporting for actual and business plan cycles
  • Knowledge of flow charting and MS Office tools
  • Maintain and review Media Networks divisional monthly P&L reporting packages (LVPLAN and HFM)
4

Responsibilities For Data Analyst, Reporting Resume

  • Comfortable presenting to senior management team
  • An individual who is focused on delivering results with integrity
  • Critical thinking and curiosity to understand problems and determine solutions
  • Construct ETL (Extract, Transform, and Load) diagrams to map all source systems, destination systems and transformation processes for the company’s data
  • Personally stay current with business intelligence technology, enterprise data warehouse systems, ETL tools, report development, dashboard development practices and processes. Actively search for new opportunities to improve Lilly Pulitzer’s business reporting capabilities leveraging new technologies
  • Responsible for development, preparation and distribution of Global Digital financial reporting, customer and title reporting, & ad hoc analysis to corporate, business unit management, and territories
  • Experience of Data Warehousing concepts
  • Work alongside Key Account Managers and reporting Operations Manager to maintain the accuracy of the systems (Account Ownerships/Source System ID’s/GDS coding
  • Work with hotels to identify mistracked business and to correct by linking SSID’s
5

Responsibilities For Analyst, Reporting & Solutions Resume

  • Internal monthly overhead reporting including variance analysis, publishing of departmental cost center results and follow up to ensure variances and trends are explained and/or brought to Management’s attention
  • Owner of quarterly forecasts and annual budget process for the division’s overhead
  • Prepare time sensitive reports
  • Prepare regular & ad-hoc presentations for CFOA
  • Handle and support finance related projects
  • Execution of budget projection and analysis
  • Administrative supports for a team including assistance for Deputy CFO, expense control for the team, logistics for important meetings with executives that are usually held on quarterly basis
  • Collaborate with subject matter experts across the People Management team to promote data governance and stewardship, and to improve overall strategic and operational performance and insight
  • Serves as the domain expert for People Analytics & reporting
6

Responsibilities For Senior Financial Analyst / Reporting Resume

  • Use data analysis to help influence changes to the operations, process or programs
  • Develop analytical tools to further analyse CKA-wide HR and cross-functional data as needed
  • Create, maintain, and ensures quality assurance of key human resources data sets & reports
  • Builds, manages and enhances database organization and user access methods
  • Recommends and develops new processes, reports and enhancements as required
  • Documents and updates processes; communicates enhancements and changes to others as necessary
7

Responsibilities For Senior Financial Analyst, Reporting Resume

  • Follows approved change management processes
  • Sets up job streams for report generation; updates processes for additional reports as requested
  • Manages and executes regular data backups and recommends / develops new procedures as required
  • Access Database / Visual Basic for Access (VBA 2003)
  • Define new report requirements and generate mockups
  • Tunes performance of report queries and works with DBA's as needed to tune databases to optimize performance of reporting solutions. Leads and coordinates efforts to tune reporting queries across all reporting teams and educates all Reporting Analysts on tuning techniques and common performance enhancing coding techniques
  • Participates in, and effectively contributes to working groups with Team Members, Users, Analysts, Clinicians, and SHC leadership
8

Responsibilities For Senior Financial Analyst Reporting & Systems Team Lead Resume

  • Participates in regular design reviews with the applicable user groups and subject matter experts
  • Provide ongoing troubleshooting, support, and maintenance of reporting applications; including 24/7 on call assistance to the application groups in the event of major system failure
  • Build strong working relationships with users (including Lab management and key stakeholders) and team members, including Directors and above. Gains trust and respect of key users
  • Manage multiple independent medium complexity activities to implement reporting-related software upgrades, reporting enhancements, or development. Manage tasks, dependencies, and user/team expectations regarding scope and timeline of solution delivery
  • Independently performs analysis, development, and testing of reporting solutions while providing clear, well organized documentation of testing methods, procedures, and results
  • Work with technical writing and engineering teams to capture data requirements for new cloud-based hosting systems currently in development
  • Drive strategic direction and manage overall success of forecasting, scheduling and intraday management resources and operational metrics of the account
9

Responsibilities For Analyst Reporting Resume

  • Produces daily internal & client reports working with various data sources including raw switch data and proprietary applications
  • Work with Internal Audit and External Audits during JSOX and Operational Audits
  • Champion the continuous improvement of internal and external financial reporting processes and deliverables
  • Weekly timesheet submission in Kronos
  • Enhance system to manage IT related data and reports. Ensure all IT data is documented, showing data element, source for capture, business logic, ETL, system of record for data, dictionary, etc. Provide an up-to-date index of all IT standard reports
  • Produce and distribute IT reports to assist in service management (ROI, demand plans, capacity reports, service delivery, change and release management, new service introduction, satisfaction surveys, etc.)
  • Work with DW team and others as needed to define data roadmaps for IT
  • General Internet and PC knowledge (Microsoft Office, etc.)
10

Responsibilities For Pricing Analyst Reporting & Analysis Resume

  • Quickly understand business objectives, services, processes, tools and technologies
  • Database concepts (tables, queries, columns, etc.)
  • Supports team members whenever necessary
  • Participate in the preparation of the SEC quarterly and annual filings (10-Q and 10-K) and quarterly earnings press release
  • Prepare quarterly calculations of earnings per share and adjusted earnings
  • Collaborate cross-functionally with Investor Relations, Human Resources, Tax, Legal as well as with other departments within the Corporate Controller’s group (for example, the Corporate Accounting and Consolidations teams)

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