OTC Analyst Resume Sample
Americo Kessler
52371 Lucie Common,
Phoenix,
AZ
+1 (555) 224 7546
Work Experience
Senior OTC Analyst
10/2015
-
PRESENT
Houston, TX
- Monitor OTC transaction flow from order management systems to GlobeOp and then into Invesco’s IBOR (Investment Book of Record) platform
- Flexible and professional under pressure
- Experience within a similar role
- Part/Recently Qualified Accountant is highly preferable
- Strong ERP & Excel experience
- Develop a good understanding of all the technical function and processes within the team
- Work with other analysts and new staff to resolve issues and improve the skill set of the team
- Participate in cross training to get a solid grounding of team functions and to ensure the team runs smoothly at all times including holiday leave, study leave and sick leave
- Provide support to Team Leader, Derivatives Support Services in all aspects of the management of the business
OTC Analyst
09/2011
-
07/2015
San Francisco, CA
- Ensure internal process controls are adhered
- Demonstrating Accenture Professional Behaviors
- Experienced in O2C end to end process with special focus on : cash application, dispute management, collections, customer service, billing
- Manage customer ledger (up-to-date information about overdue items) according KPI’s (RC, texting, reconciliation)
- Speaks English fluently (and another European language according to market specifics)
- Solid PC literacy, strong Excel skills required & SAP knowledge is mandatory
- Consistently meets deadlines and demonstrates quality when processing transactions such as basic to medium complexity Journal Entries, account reconciliations, fixed assets, intercompany accounting, etc
- Effectively handles customer inquiries such as Account analysis, aging reports, etc
Analyst, Bb-otc
10/2008
-
03/2011
Phoenix, AZ
- Actively contributes with daily activities, pre close and month end closing processes
- Prepares daily and ad-hoc reporting within agreed SLAs
- Contributes to creation and maintenance of process documentation
- Actively contributes in processes improvement initiatives
- Complies with company’s policies and procedures
- Proactively identifies issues or risks and works to resolve them, participating with other team members as needed
- Intermediate knowledge of Microsoft Office, corporate ERP, email tools
- At least 18 months of university studies in Finance, Accounting, Business administration or related fields
- Relevant experience in a Shared Services or similar enviroment
Education
Globe University / Minnesota School of Business
2002 - 2007
Bachelor's Degree in Accounting
Professional Skills
- Accounting background / experience in accounting
- Responsible for timely processing of customer deductions and payments through independent decision making including research and validation
- Experience in either derivative clearing or futures operations
- Experience in OTC - Credit, Billing, Collection and Collection
- Experience in investment banks or first /second tier accounting firms
- Maintain strong systems of controls and standards in the derivatives support team ensuring that the business and our clients are protected from risk
- Task prioritization
How to write OTC Analyst Resume
OTC Analyst role is responsible for research, reporting, trading, training, credit, finance, insurance, sap, excel, analysis.
To write great resume for otc analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For OTC Analyst Resume
The section contact information is important in your otc analyst resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your OTC Analyst Resume
The section work experience is an essential part of your otc analyst resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous otc analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular otc analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative OTC Analyst resume experience can include:
- Support other OTC functions and processing activities (billing, clearing, customer processing)
- Carry out the activities of the OTC process (Credit, Invoicing, Collection and Collection) according to defined operating procedures
- Support commercial functions and process activities like billing, clearing, customer spend
- New exchange regulatory requirements (understanding and ensuring we meet the requirement)
- Ensure and track DR testing, logging records and results
- Ensure timely and compliant processing of all payments
Education on an OTC Analyst Resume
Make sure to make education a priority on your otc analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your otc analyst experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in OTC Analyst Resume
When listing skills on your otc analyst resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical otc analyst skills:
- Demonstrated expertise in margin/collateral client statement preparation
- Validate and process customer deductions and reimbursement requests
- Support in the controls and validation of team activities
- Support the consolidation of the team's monthly results for periodic reports on the evolution of the operation
- Providing innovative judgement which can be contributed as part of the decision making process
- Working knowledge of OTC processes (+4yrs)
List of Typical Skills For an OTC Analyst Resume
1
Skills For Workstream Analyst, Otc-br-en Resume
- Pursue continuous improvements aimed at continually challenging the norm and being innovative in order to drive efficiencies and decrease costs
- Ensure escalation procedures are in place for all mandatory reporting
- Maximisation of cash flow by minimising bad & old debt
- Qualified Accountant (CA, CPA, ACCA), or
- Answerable to questions and able to substantiate data when required by client-facers
- IT skills, especially good working knowledge of Excel and internal banking systems is essential. Demonstrate commitment to learning new systems thoroughly yet quickly
- Daily margin requirements vs payments
2
Skills For Analyst, Bb-otc Resume
- Regulatory SME on new business initiatives / project implementation and hand-over
- Maintain and update user permissions and system access profiles
- Maintain and update Role documentation
- Ensure support team addresses and escalation procedures are documented, up to date, and communicated to people on the line
- Advanced English / fluent
- Highly numerate and analytical with an ability to learn quickly and to grasp the intricacies of complex OTC derivatives
3
Skills For OTC Clearing Analyst Resume
- Embrace and adapt to change
- Provide world class back office support for the customer teams and in market finance teams to ensure customer spend payments are processed on time, customers receive their money back hence paying Diageo on time in return
- Payment reporting and reconciliation activities
- System capacity testing
- Addresses customers’ queries and ensures that the sales team meets them
4
Skills For Functional Analyst OFA OTC Resume
- Prepare the required documentation
- Match the “expense type” with the open CFs and verify that approvals required are in place
- Handle manual and automatic payment requests, verify & run payment proposals
- German Language proficiency to A2 level
- Assist the Assistants and Analysts in the execution of the operational activities defined for the team
- Confident but tactful
- Daily seg reports
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