Performance Reporting Resume Sample

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Alexie Goldner
268 Flo Corner,  Chicago, IL
+1 (555) 187 0690

Work Experience

Performance Reporting Assistant Manager
11/2017 - PRESENT
Philadelphia, PA
  • Assists the Manager with the overall supervision for the institutional performance reporting group, including but not limited to decisions pertaining to workloads, staffing needs, and department procedures
  • Has a full understanding of what is being worked on by department staff and the status of the various projects
  • Works with the Advisory Operations internal development group, I.T., and/or outside vendors on technology enhancements that streamline processing and improve overall results within the department
  • Handles, along with the Manager, both routine and disciplinary personnel issues at their onset and involves higher level management when necessary
  • Functions as a professional mentor for others within the department
  • Works with the leadership group in Advisory Operations with respect to overall department strategy and decision making
  • Works with Advisory Marketing/Product and Advisory Compliance with respect to new processes, products, and procedures
  • Functions as the department liaison with outside vendors (i.e. Informa, Vestmark, APL, etc.)
Performance Reporting Controller
03/2014 - 10/2017
Philadelphia, PA
  • Provides overall leadership and management to the Institutional Performance Reporting group
  • Responsibilities include but not limited to decisions pertaining to workloads, staffing needs, associate reviews and department policies and procedures
  • Provides ongoing associate development through regular interaction and feedback
  • Maintains a full understanding of the work being completed by associates and the status of the various projects
  • Collaborates with the Advisory Operations internal development group, I.T., and/or outside vendors on technology enhancements that streamline processing and improve overall operational efficiency
  • Identifies and appropriately diagnoses both routine and disciplinary personnel issues at their onset and escalates to upper management when appropriate
  • Functions as a professional mentor and trainer for others within the department
  • Collaborates with the leadership group in Advisory Operations with respect to overall department strategy and decision making
  • Collaborates with Advisory Marketing/Product and Advisory Compliance with respect to processes, products, and procedures
Mgr, Sales Performance Reporting
10/2010 - 11/2013
Dallas, TX
  • Functions as the department liaison with outside vendors (i.e. Gabriel Group, Vestmark, APL, etc.)
  • Responsible for additional projects, new products and new developments as assigned
  • Lead month-end close activities and prepare journal entries, as needed Facilitate actuals review and accrual processes
  • Collaborating with CTP Office in providing program progress updates on the Global Business Services initiatives and other deliverables on a timely and accurate basis
  • Validating and reporting savings on a consolidated basis
  • Co-lead the strategy to develop TPU’s global operational performance metrics and reporting standards
  • Experience with any web site monitoring tools (Expert knowledge)
  • Confidence and ability to work with many people, teams and situations
  • Quickly build trust and relationships with stakeholders and across the organisation to ensure all required work gets done


Norwich University
2006 - 2010
Bachelor's Degree in Mathematics

Professional Skills

  • Strong interpersonal skills and ability to build relationships effectively within a diverse group
  • Able to effectively communicate, do reporting and develop materials. Communication skills in spoken and written words, to technical and non-technical audiences
  • Solid analytical and troubleshooting skills in the performance calculation and/or reporting process
  • Managing one’s own time and priorities to ensure the meeting of deadlines with high attention to detail
  • Having at least 3 years’ experience on power & energy solutions
  • Experience designing, developing, troubleshooting, and maintaining Microsoft Access database systems and expert knowledge in Excel, Word, and PowerPoint
  • Solid internship gaining Accounting, Finance and/or Investment/Asset Management experience

How to write Performance Reporting Resume

Performance Reporting role is responsible for reporting, software, finance, training, integration, database, procurement, security, architecture, design.
To write great resume for performance reporting job, your resume must include:

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

Contact Information For Performance Reporting Resume

The section contact information is important in your performance 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 Performance Reporting Resume

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

Representative Performance Reporting resume experience can include:

  • Financial Service experience preferably in performance reporting
  • Experience in related Finance/controlling area
  • Strong working knowledge of computer and database systems used in the administration (e.g. ACES, SSPC, eJAS, Barcode)
  • Experience in the performance area of Advisory Operations managing large groups and projects
  • Correcting issues and verifying the result of those corrections
  • Establishing households for purposes of household performance reporting

Education on a Performance Reporting Resume

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

When listing skills on your performance 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 performance reporting skills:

  • Good experience with advanced knowledge within power solutions & Telecom infrastructure
  • Have very good analytical ability
  • Upervisory and financial industry experience
  • Work with GSM teams to understand current and future data and reporting requirements to support the business and the GSM priorities
  • Strong knowledge of Business Intelligence Tools and Reporting Analytic platforms
  • Experience and knowledge of federal, state, and department regulations governing statewide administration administered programs

List of Typical Experience For a Performance Reporting Resume


Experience For Performance Reporting Assistant Manager Resume

  • Able to multitask when required, with a strong track record of delivery
  • Reconciling and Maintaining GIPS Composite membership
  • Create and build reporting cadences with appropriate stakeholders to ensure successful monitoring and tracking of the agreement
  • Ensure reporting needs are challenged and evaluated routinely to maintain relevance and applicability with the changing business needs and demands
  • Collaborate with individual teams and stakeholders to identify ways to improve, enhance or build reporting needs

Experience For Performance Reporting Controller Resume

  • Develop and socialize a business intelligence tools roadmap to define approved data sources and tools
  • Extraction and data cleanse of UK cost data into the Cost Analysis Tool (Access Database)
  • Management of UK asset management program which supports redeployment of devices to achieve best return on investment
  • The Analyst on the NTAM Investment Performance & Reporting team is responsible, with minimal oversight, for the audit and operations in support of investment performance measurement and data distribution
  • The incumbent works with relevant partners to ensure the accuracy and timeliness of all information that is provided to both internal and external clients
  • Coordinate with tax, supply chain, billing, finance, engineering, architecture and other departments to ensure a successful build and operationalizing of the agreement
  • By collaborating with appropriate resources, build a monthly billing file and communication method to ensure successful cost allocation and charging to right entities

Experience For Analyst, Financial Performance & Reporting Resume

  • Create, document and build a process to effectively review, challenge and manage the Cisco Software SKU’s to validate appropriate and accurate cost allocations with defensible and rationale change methodology
  • Build, establish and maintain strong relationships with the Cisco VAR. Coordinate with appropriate stakeholders to determine reporting requirements, timeframes, and control mechanisms to ensure all costs are reflective against the agreement
  • Coordinate and resolve customer questions and implement additional processes or communication methods to ensure ongoing success of the agreement
  • Design, build and roll out an overall F&A Reporting Strategy after successful buy in from stakeholders and leadership
  • Develop and maintain a long-term relationship mindset with key internal and external stakeholders directly associated with the Cisco agreement
  • Partner with the entire F&A organization to identify ways to eliminate inefficiencies, redundancies or manual efforts and automate wherever possible

Experience For Business Performance & Reporting Executive Resume

  • Lead the further deployment of Power BI within F&A
  • Advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Project, Access, etc.)
  • Fundamental knowledge of contractual terminology
  • Prepare the current performance report for network on daily, weekly & monthly basis in line with the MS contract
  • Operations Management report on the Service delivery performance, based on WLA/SLA
  • Prepare the performance report based on trend analysis and evaluate the deviations present in the report originated from 1st level Ops
  • Opportunity to build team

Experience For Mgr, Sales Performance Reporting Resume

  • Proficiency with MS-PowerPoint, MS-Access, and MS-Excel (use of pivot tables, v-lookups, macros)
  • Plan, lead, and organize work performed by the organization
  • Open to work shift

List of Typical Skills For a Performance Reporting Resume


Skills For Performance Reporting Assistant Manager Resume

  • Skilled in Process Improvement Facilitation principles
  • Good knowledge of Bancassurance and Insurance Industry
  • Consolidate information from across the Networks team to present a holistic view of Network performance behaviour and trends
  • Updating benchmarks associated with models as instructed
  • Processing of various daily, weekly, and quarterly exception reports

Skills For Performance Reporting Controller Resume

  • Coordinate with FAS and Accounting personnel regarding asset assignment and matching to complete proper asset identification in accounting records
  • Become a leader in championing the future enhancements and rollout of the existing DART reporting tool
  • Lead, develop and implement processes to ensure successful build, monitoring and financial tracking of the Cisco agreement
  • Work with other teams within IT&S to leverage best practices of existing reporting or BI tool platforms
  • Train & educate the organisation for coherent and time wise reporting

Skills For Analyst, Financial Performance & Reporting Resume

  • Responsible for ownership and sign off of cost recovery and recharge activities for supporting Functions /Businesses
  • The Senior Controller understands the importance of accurate business performance forecasting and is aware of the treatment of risk in forecasts
  • To answer PPR ad-hoc requests / support performance packs / perform detailed analysis and based on business request utilizing the FEM and Waterfall reports
  • Fixed Assets related planning activities
  • Review system generated performance returns, identifying issues
  • Cross-train on department functions to gain an understanding of all processes
  • Monitor and evaluate audit results and statewide data to identify training, policy needs, and make accurate decisions
  • Determine and develop the performance and reporting metrics to enable the VP of FNE to better understand FNE productivity levels
  • Coordinate all FNE ‘up the line’ reporting

Skills For Business Performance & Reporting Executive Resume

  • Gather data, undertake ad hoc analysis and creation of customized reporting to address specific regional/local performance challenges.
  • Contribute to the development of global metrics through building partnerships with the Global Digital Performance Specialists.
  • Monitor and maintain GIPS Composites and their constituent accounts
  • Define and implement sustainability metrics and tools in collaboration with other functions in the company
  • Perform monthly, quarterly or other ad-hoc reviews on variances, due diligences and CAPEX control review
  • Provide performance related reports (weekly, monthly)
  • Provide Management related reports
  • Non fuels and fuels gross margin analysis
  • Manage the reconciliation of forecasts and actuals to the Economic

Skills For Mgr, Sales Performance Reporting Resume

  • Work under pressure and manage multiple tasks
  • Develop financial models to evaluate FNE productivity and the unit cost to deliver customer orders and infrastructure orders
  • Perform complex data, statistical and commercial analysis to understand how customer behaviour, Network Utilisation and market dynamics impact the Consumer business and customer experience
  • Deliver findings back to the senior stakeholders to drive well-informed decision-making; and
  • Contribute to the overall team delivery of business insights and recommendations and trading performance
  • Drive productivity improvement in FNE as measured by a reduction in delivery unit costs
  • Actively report on FNE productivity data
  • Undertake forensic investigations to get to the root cause of FNE productivity issues

Skills For IIS Performance Reporting Manager Resume

  • Track and analyse FNE transmission order delivery costs to ensure that FNE meets AOP targets
  • Support Group Networks in the execution of strategies to increase productivity
  • Work in collaboration with stakeholders across Networks, Optus and SingTel to ensure that productivity outcomes are tracked and reported
  • Fluent Polish and English knowledge
  • To provide financial control and consultancy support to Account Management, Supply Chain and Business Development teams at a local level so that costing and performance tracking are managed effectively
  • Analyze existing baggage handling data to identify critical areas, trends, and operational improvement opportunities–both real time and historical data

Skills For Operations Manager Advisory Institutional Performance Reporting Resume

  • Also by addressing any areas of concern in conjunction with line management and/or the appropriate department.
  • Develop reports for the hubs and system to make baggage data (scanning, sortation, tracers, and other operational metrics impacting baggage performance) more valuable and insightful to the leadership teams
  • Work closely with ramp leadership in the hubs to understand their specific reporting needs
  • Develop solutions collaboratively with the operational teams to drive improved baggage performance
  • Facilitate the implementation of projects identified to improve baggage performance

Skills For Planning & Performance Reporting Life & Pensions Resume

  • Deliver specific business focused Performance Reporting support and provide timely and accurate Management Information to the business(es), Functions and Finance organisation assigned to the role
  • Support of timely monthly, quarterly and annual financial (close) processes in accordance with the Group Reporting Manual and any other relevant standards and provide support for other Group reporting requirements such as Balance Sheet Integrity, Intercompany reconciliations, Group - / Statutory Audit and Segment Reporting
  • Manage expectations, identify trade-offs
  • High Level knowledge about all Internet Technology (e.g. Firewall, Load Balancer, Intrusion Detection-Prevention (IDP), Network Address Translation (NAT), Content Delivery Network & Web Content Acceleration, Browser, etc..)
  • Master of Business Administration or Master of Science in Accounting, Finance, Economics or Mathematics
  • Leading the creation and management of performance monitoring and reports at regional/local level, identifying areas of improvement, opportunities, trends and making recommendations for stakeholder consideration.
  • Support leadership in providing reporting, analysis and performance dashboards in a timely and consistent manner to support the Direct Bank team.
  • Undertake in-depth analysis including sales and servicing funnels to identify trends and opportunities.

Skills For Senior Analyst Performance Reporting Resume

  • Lead data quality reviews and own reconciliation of all data inputs.
  • Assess current reporting tools and develop recommendations for usage for a variety of audiences including the GSM senior leadership team, finance, strategy, analytics and other relevant teams
  • Work with Global Technology (GT) on developing security protocols; establishing a support framework and developing training materials for new reporting tools including Tableau
  • Development of Cost Analysis Tool to enable better contract level reporting which would be available to the wider UK business
  • Be able to provide cover for UK Reporting Manager
  • Develop relationships with the IT&S Financial Reporting and Development teams to ensure successful alignment and collaboration of future direction
  • Facilitate meetings and discussions with other IT departments and management personnel. Brings enterprise-wide and forward-looking perspective to issues
  • Provide managerial oversight, supervision and direction to the team responsible for daily execution of the Cisco WPA agreement and F&A Reporting

Skills For Performance Reporting Senior Controller Resume

  • Fundamental knowledge of HCA procurement and billing processes
  • Fundamental understanding of IT infrastructure and the healthcare industry
  • Forecast accuracy tracking
  • Influence and shape the vision for a best-in-class reporting offer
  • Chance to strengthen investment acumen serving many of IIG’s most sophisticated clients
  • Actual planning analysis
  • Knowledge and understanding of programs associated with the Division of Program Integrity
  • Analysis on the deviations and medium to long term actions as per performance reporting
  • Ensure basic level analysis to ensure reported data are correct & properly fetched from the system to prepare the reporting

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