Business Analysis & Reporting Resume Sample

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Osborne Fisher
44970 Stamm Pines,  Detroit, MI
+1 (555) 436 7019

Work Experience

Business Analysis & Reporting Manager
01/2017 - PRESENT
New York, NY
  • Provide analysis to assist reporting including budget and forecast, tracking of actuals, internal controls and headcount administration
  • Provide financial, governance and BAU reporting for India teams via Reports & Decks
  • Project tracking (all GWM headline programs and India involved projects)
  • Liaise with Global Business Management teams (work closely with all GWM BMs globally)
  • Lead on Service Improvement projects and special program: India Rotation/Travel Tracking, etc
  • Drive the GWM weekly meetings
  • Establish a continuous and effective monitoring of the India functions through analysis of key financial metrics
  • Develop effective reporting tools to provide checks & balances to monitor the accuracy of resourcing data, including cost center integrity, location/seating assignments etc
Business Analysis & Reporting
10/2013 - 10/2016
Dallas, TX
  • Tax and regulatory compliance
  • Interface with Tax, Legal and Compliance, Transition teams to ensure compliance for Bangalore site
  • Provide financial, governance and BAU reporting for India teams via periodic reports and scorecards
  • Project tracking (all GIM headline programs and projects delivered from India GSC/ODC’s)
  • Liaise with Global Business Management teams (work closely with all GIM BMs globally)
  • Drive the GIM weekly meetings
  • India Consultant tracking (liaise with the vendor mgmt. leads on all GIM vendor related activities)
  • Interface with Tax, Legal and Compliance, Transition teams to ensure compliance for GIM teams
  • ,000+headcount organization accounting for $3.8bn of annual spend. The role
Commercial Card-business Analysis & Reporting
12/2007 - 05/2013
Dallas, TX
  • Partner with PMs across different teams and LOBs to ensure projects are delivered on schedule, within budget and within scope
  • Manage end to end User Acceptance Testing process; track defects, perform root cause analysis, and identified the means to resolving them
  • Status Reporting, evaluating progress and quality, reporting risks, issues and escalating when appropriate
  • Track, analyze, and publish Capacity and Headcount reports
  • Partner with leads to provide direction, advice and analytics across the team to ensure key headcount, financial, and delivery targets and analytics are well-understood and managed
  • Participate in strategic and operational budget planning; assemble annual plan including goals and related success measures; provide detail for resource requirements and associated expenses
  • Create and maintain location strategy coordinated with real estate, finance and other internal stakeholders


Strayer University - Delaware County Campus
2003 - 2007
Bachelor's Degree in Business

Professional Skills

  • Develop relationships and strategies to build enterprise value through the use of information, data, and tools employed by the Customer Analytics, Reporting, and Campaign Management teams
  • Strong PowerPoint and Excel Skills, Strong written and verbal communication skills with keen interest to further develop these abilities
  • · Excellent written and oral communication skills with the ability to present information in differing degrees of detail and form depending on the audience
  • Excellent Access, Excel, SQL skills statistical tools, packages and/or modeling techniques
  • Strong interpersonal skills to build collaborative relationships
  • Outstanding analytical, organizational and problem solving skills with attention to detail
  • Advanced Excel skills including graphing, V-lookup, pivot tables, data analysis package & macros

How to write Business Analysis & Reporting Resume

Business Analysis & Reporting role is responsible for software, reporting, modeling, consulting, advanced, sharepoint, excel, analysis, finance, securities.
To write great resume for business analysis & reporting job, your resume must include:

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

Contact Information For Business Analysis & Reporting Resume

The section contact information is important in your business analysis & 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 Business Analysis & Reporting Resume

The section work experience is an essential part of your business analysis & 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 business analysis & 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 business analysis & reporting position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Business Analysis & Reporting resume experience can include:

  • Creating high quality presentations, reports, dashboards and effectively deliver presentations
  • Experience with conducting UAT testing, test script and test case generation, and issue resolution
  • Related experience including finance, business management and/or strategy related
  • Ensure effective controls exist around all BAU processes – lead RCSA testing demonstrations for related controls
  • Experience in developing data management solutions
  • Experience related to information management, data integrity, reporting, and data analytics

Education on a Business Analysis & Reporting Resume

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

When listing skills on your business analysis & 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 business analysis & reporting skills:

  • Strong knowledge of Money Market and good understanding of Securities Lending and FX products
  • Solid experience in data analysis and reporting
  • · Experience in the effective presentation / visualization of data and analytics
  • · Proven ability to be able to multi-task, as well as assess and change priorities
  •  Experience developing & managing development of complex dashboards for all levels of reporting
  • Excellent leadership abilities including the ability to drive innovation and change in a constantly evolving environment

List of Typical Experience For a Business Analysis & Reporting Resume


Experience For Business Analysis & Reporting Manager Resume

  • Work closely with product, technology and Compliance to drive the strategic direction of the screening program both at JPM and within the industry
  • Participate in and drive fast-paced analysis in an ever changing regulatory environment with a thirst for analysis and insight
  • Partner with business managers across FDM to incorporate and agree upon best practices
  • Collaborate with Product, Finance and Technology teams on a range of projects to drive business objectives
  • Support the development of GS&MA’s administrative application in SharePoint
  • Analyzing fraud events and trends including collaborating with key business partners and peers to identify emerging trends and understand existing analytical strategies
  • Authority to approve journal entries with accuracy
  • Develop understanding of existing TMS and TB daily and month-end processes to ensure effective managerial oversight can be exercised. Achieve simplification of processes to eliminate capacity constraints and key person risk
  • Proactively identify opportunities for improvement around client experience metrics, and be the team’s data and analytics leader for projects that have a client experience impact, as required

Experience For Business Analysis & Reporting Associate Resume

  • Escalate instances of a Supplier’s non-compliance with agreed upon Contract terms to Category Sourcing, Legal, TPMO, Finance, LOB management and other Stakeholders, as appropriate, to determine course of action (e.g., escalation, holding invoice payments, legal action)
  • Assisting in developing and adjusting department procedures, systems enhancements and achieving department’s efficiency goals apart from maintain and tracking SLA’s/KPI and provide updates in Governance calls
  • Support testing requirements and create test scripts
  • Create test condition catalogues, use cases, and test plans
  • Ensure major functionality is tested
  • Act as a primary business contact point for User Acceptance Test issues and production issues

Experience For Senior Manager, Business Analysis & Reporting Resume

  • Ensure the traceability of requirements
  • Support the development of GS&I’s administrative application in SharePoint
  • Function as an interface between our clients and our development team partners
  • Knowledge of data structures, data relationship, and schemas
  • Build new strategic reports through SAS, MS Access, MS Excel, MS SharePoint, Control M and Teradata
  • Identify and resolve day to day data management issues
  • Knowledge of SQL, MS Access, SAS, MS Excel, Control M and Teradata

Experience For Analyst Business Analysis & Reporting Resume

  • · Able to deliver projects consistently, problem solve and think strategically under pressure
  • Prepare operational risk materials for Functional Control Committees, Risk Committees, Rep Letter signoff, ORM
  • Assist in the review and challenge of Corporate Functions’ operational risks through ORM’s monitoring program (e.g. Significant Event Reviews, Targeted Risk Assessment Reviews, KPIs / KRIs, Independent Risk Management Assessments)
  • Understand the key processes and functions performed by the Corporate Functions
  • Proactively identify and make recommendations for process changes and system enhancements
  • Lead, or participate in, operational risk initiatives or technology projects across Corporate Functions and other business partners, as assigned

Experience For Manager, Business Analysis & Reporting Resume

  • Analyze financial metrics and project schedule status, and articulate takeaways through executive communication styles
  • Prepare, facilitate, document, and actively participate in meetings and workshops
  • Analyze financial metrics and project plan, activity updates, and communicate takeaways through presentations
  • Professionally interact and align with key senior stakeholders
  • Responsible for the bankable plan business case development, target settings, and project governance approval
  • Provide support and maintenance to existing management information systems (MIS) as well as provide recommendations to update current MIS to improve reporting efficiency and consistency

Experience For Associate Business Analysis & Reporting Specialist Resume

  • Generate both periodic and ad hoc reports as needed and distribute management reports in accurate and timely manner
  • Develop MIS documentation to allow for smooth operations and easy system maintenance as well as develop MIS system for customer management and internal communication
  • Partner with the relevant line of business stakeholders in resolving any issues, end users are experiencing with processing of corporate card applications or processing of expense claims
  • Support the accounting services & payment teams to ensure all transactions are paid and accounted for appropriately
  • Responsible for employee engagement, satisfaction & welfare through the employee life cycle
  • Reporting / Metrics – Analysis and interpretation of project financials such as investments, benefits, and Key Performance Indicators to facilitate senior management and executive management decision-making. Design and development of executive and adhoc reports/dashboards
  • Program / Project Management – Ability to effectively obtain key input from senior stakeholders across various business areas to drive projects and align with strategic priorities of AXA Equitable Holdings

Experience For Business Analysis & Reporting Manager Application Resume

  • Knowledge of statistical techniques and software is highly desirable
  • Excellent communication and interpersonal skills with the ability to work with key stakeholders at senior levels in both written and verbal communications to clearly articulate and document disposition
  • Confident communication style with the ability to credibly engage with business partners and stakeholders
  • Work experience with project management, strategy, or business metric analysis, either in a consulting firm or project management team of a large organization
  • Facilitate meetings and communicate results
  • Thorough data accuracy and integrity without exception
  • Knowledge of Excel, VBA, SQL; familiarity with business intelligence tools (e.g. QlikView)

Experience For Senior Manager of Business Analysis & Reporting Resume

  • Background in financial services or Accounts Payable processes
  • Visionary that possesses the ability to look beyond the present and strategically formulate next steps for future success
  • Proactive analysis of operational risks for Corporate Functions based on analytics, key trends and anomalies, issues, watch items and calibrations with other LOBs. Present findings to ORM. Operational Risk analysis includes but not limited to: Risk and Control Self-Assessment (RCSA), Issue Management, Internal Events, External Events, Material Risk Inventory
  • Serving as a Subject Matter Expert for Control and Risk Management Teams related to metric reporting, trending, and process enhancements through utilization of existing tools and applications. Implement changes to procedures/processes that increase control and/or add automation to existing processes. Proactively identifies areas for improvement throughout all RCO business units

List of Typical Skills For a Business Analysis & Reporting Resume


Skills For Business Analysis & Reporting Manager Resume

  • Demonstrated analytical skills with the ability to aggregate complex data-points into clear, executable activities
  • Seven or more years of prior experience in financial services
  • Advanced Power Point skills with the ability to translate concepts into concise and understandable presentations for executive management
  • Software skills; Microsoft Office (Word, Excel, PowerPoint), Tableau, Project Management Tool
  • Perform data analysis for generating reports on periodic basis and provide strong reporting and analytical information support to management team
  • Operational management experience spanning 5+ years
  • Operate independently in an ambiguous and changing environment
  • Analyze and understand business information to identify process improvements for increasing business efficiency and effectiveness
  • Demonstrated knowledge of consumer products and respective operations

Skills For Business Analysis & Reporting Associate Resume

  •  Excellent communication, project management, and client partnership ability
  • Experience with Business Objects, Tableau, Cognos, Corona or other presentation or business intelligence tools
  • Strong control-focus with a focus on documentation and auditable, repeatable processes
  • Develop strong relationships with business partners and team members
  • Experience with PeopleSoft and/or EPM (Cognos)

Skills For Senior Manager, Business Analysis & Reporting Resume

  • · 2+ years financial services industry experience, preferably in the Controls, Compliance, Audit or Risk environment
  • Experience with Excel and Powerpoint a requirement
  • Partner with operations groups globally to ensure consistency of process delivery, customer experience & control environment
  • Prior project management required
  • Assisting in developing and adjusting department procedures, systems enhancements and achieving department’s efficiency goals
  • Ongoing monitoring of fraud events using tools available today, and assisting in the development and enhancement of additional analytic tools
  • Working with product and development teams to design and develop fraud tools for new and existing products in GSMA
  • Creating ad hoc and standardized reports for GSMA

Skills For Analyst Business Analysis & Reporting Resume

  • Managing project risk initiatives and requirements from conception to execution
  • Data mining using business tools to create and analyze large data sets with the end goal of detecting trends and making recommendations based on these findings
  • Maintain existing reporting; develop and build out additional reporting with evolving processes
  • Proficient in forecasting, tracking and planning financials (headcount, capacity planning, expenses, P&L)
  • Drive thought leadership within marketing, always seeking innovative approaches in pursuit of business results
  • Engage in abstract thinking and design thinking a positive
  • This role is responsible for analyzing complex workflow processes and preparing business requirements and detailed work flow processes

Skills For Manager, Business Analysis & Reporting Resume

  • · Possess a working knowledge of banking operations, financial services A high-level of attention to detail and quality assurance
  • Participate in working groups supporting strategic platform changes & process improvement initiatives
  • Manage relationships with internal customers to ensure ongoing utilization of Business Analysis group’s services
  • Provide a consistent, reliable and trustworthy source of consultative insight for the benefit of Marketing
  • Business Planning, Forecast and Analysis 50%
  • Financial Controls and reporting 35%
  • Work closely with other Operational Risk Management and Technology partners to automate data feeds and standardize reporting
  • Assist in the development and maintenance of executive reporting
  • Early adopter of innovative technologies and their application in an operating environment

Skills For Associate Business Analysis & Reporting Specialist Resume

  • Reliable with sense of urgency in following up on directions
  • Authority to make changes to financial reporting processes and reports
  • Recommendations for streamlining processes result in cost savings (monetary and workforce related)
  • Work with Director, TMS BUC to develop and produce enhanced suite of management reporting for local and global business heads
  • Demonstrable success in the professional development of the TMS Business Analyst directly reporting to the role
  • Manage team responsible reporting and analytics for all KYC Operations Processes
  • Execute manual alert loading process in strategic system, TEDD
  • Consult with operations teams and Line of Businesses to determine reporting needs
  • Provide a high level of responsiveness to executive ad-hoc requests related to process improvement analysis and “what-if” scenario modelling

Skills For Business Analysis & Reporting Manager Application Resume

  • Support the management and monitoring of change control processes and assist in issue escalation and resolution
  • Conduct and support structured data gathering and analysis
  • Participate in cross-functional meetings to resolve recurring customer issues
  • Provide customer support and assistance in issue troubleshooting and resolution
  • Consult with Data Management and Data Governance teams to guide data integrity efforts
  • Develop and maintain processes across the team to ensure the integrity, consistency, and reliability of information being used by team members. Work to constantly upgrade these processes and thereby improve the team’s productivity and effectiveness

Skills For Senior Manager of Business Analysis & Reporting Resume

  • Develop a vision to deliver against these requirements; one that creates sustainable competitive advantages through the strategic use of information
  • People Management and Development 15%
  • Developing complex reports for weekly and monthly review meetings held with the CTO Leadership Team Executives and RCO Leadership Team. Independently identifies or works with the business to identify metrics. Develops and implements metrics for the business scorecards based on analytical work that highlights improvement opportunities
  • Supporting the CTO Business Support Team by providing metrics, reporting and commentary regarding progress, risks and issues related to all RCO Business units. This activity allows proper escalation of issues throughout the CTO Leadership team
  • Aggregate technology and cyber security metrics and data from across lines of business/corporate functions/regions to produce operational risk reports identifying areas of focus

Skills For Associate Business Analysis & Reporting Resume

  • Assist in real-time risk detection and communicate escalation items to executive management to improve transparency and enhance risk monitoring and reporting
  • Engage in various data analytic functions to pull data from multiple sources in multiple formats from across the firm
  • Ensure key trends, issues and watch items are brought forward from the metrics into clear management summaries and executive presentations
  • Analyze and assimilate monthly metric data into concise and meaningful reports telling the story through a series of easy to understand and visually compelling infographics that build progressively as the program matures
  • Identify weaknesses, gaps and opportunities for improvement, and report findings in a simple and compelling way

Skills For MB Business Analysis & Reporting Specialist Resume

  • Support the NY-based Cyber Security ORM team on monthly executive reporting deliverables and ad hoc efforts
  •  Demonstrated knowledge of data warehousing concepts and exposure to one or more database platforms and reporting tools: SQL Server Reporting Services (SSRS), Qlikview and QlikSense
  • Experience with 5-7 years in Financial Services industry, preferably in the technology risk management, technology controls or audit
  • Very strong qualitative and quantitative analytical skills with ability to synthesize and integrate varied data sets to produce effective presentation of the data and analytics
  • Think beyond raw data, provide statistical analysis and modeling using data mining and visualization techniques as well as understand the underlying risk context and identify the risks hidden in data
  • Prior experience with operational metrics, Key Performance Indicators (KPIs), Key Risk Indicators (KRIs) and reporting is advantageous

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