Reporting Team Leader Resume Sample
Liam Herman
11044 Jacky Throughway,
Los Angeles,
CA
+1 (555) 818 2584
Work Experience
Financial Reporting Team Leader
01/2018
-
PRESENT
Philadelphia, PA
- Produce fair and accurate news reports in a hands-on, fast-paced, digital-first news environment
- Provide beat and accountability reporting on a wide range of local topics while exhibiting excellent news judgment.
- Post to social media
- Create simple news videos
- Learn new skills and technologies, including content management systems; social media platforms; video editing software; Chartbeat, CrowdTangle and other analytics tools; and emerging storytelling tools and platforms
- Provide coaching, line editing and problem solving when in charge of the newsroom
- Professional experience, including experience on managerial position
Group Reporting Team Leader
02/2012
-
07/2017
Dallas, TX
- Previous experience in control area, preferably in banking industry
- Previous knowledge / experience of FCA TR products an advantage
- Very good knowledge of MS Excel and Access
- Writing and/or reviewing various reports related to engagements. Prepare adhoc reports for the client upon request. Troubleshoot Fund Accounting issues. Attend meetings and training to enhance knowledge to be passed down to the Financial Reporting Staff and Senior Accountants
- Recognize and communicate potential opportunities for new clients as well as value added service enhancements for existing clients and management. Assist manager in preparing Request for Proposals for prospective clients
- Provide guidance to team members to motivate and help strengthen specific knowledge areas needed to accomplish team goals
- Experience in Reporting, with prior people management expertise of at least 2 years
- Excellent knowledge of Excel VBA and SQL
- Knowledge of the telecom and IT standards (ITIL, eTOM, etc)
Treasury Liquidity Reporting Team Leader
12/2009
-
01/2012
New York, NY
- Focused on continuous improvement and increase effectiveness with knowledge and prior experience in deploying TQM systems, Six Sigma or Lean Six
- Fair understanding on the utilization of Ericsson process measurement tools
- Communicates continually with the client and project teams – Clarify client’s needs, present tech team ideas and explains progress on the development efforts
- Exhibits effective internal and external client relationship management as demonstrated through email, phone, and face-to-face interaction with your team and business partner’s management team. Builds strategic relationships across sites and divisions
- Guides discussion of results, interpretations, conclusions and suggestions in a manner that maximizes business partner’s understanding of the impact to their operations. Clarify client needs to ensure that their needs are properly understood
- Organize work and allocate tasks through team members
- Ensure queries are answered in a timely manner
Education
Florida State University - Panama City Campus
2004 - 2009
Bachelor's Degree in Computer Science
Professional Skills
- Ensure timely and accurate Group Accounts submissions and drive for consistent improvement of Key Performance Indicators (Post Gait Adjustments; Intercompany differences) and higher quality Group Accounts reviews
- Ensure the team fully complies with the Balance Sheet Integrity standard and reports on a timely and correct basis to the Internal Control team on ledgers for which the team is responsible
- Structured approach and excellent problem solving skills
- Excellent level of analytical skills, numeracy and financial awareness
- Mutual fund industry experience including at least four years of direct financial reporting experience
- Experience in managing a team
- Essential experience and job requirements
How to write Reporting Team Leader Resume
Reporting Team Leader role is responsible for finance, financial, telecom, digital, reporting, analysis, trading, recruiting, training, events.
To write great resume for reporting team leader job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Reporting Team Leader Resume
The section contact information is important in your reporting team leader 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 Team Leader Resume
The section work experience is an essential part of your reporting team leader 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 team leader 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 team leader position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Reporting Team Leader resume experience can include:
- Ensure daily tasks are produced accurately and in a timely manner (i.e. Ensure the proper setup, distribution and follow up of Client's valuations, cross assets both FI and GECD)
- Solid analytical skills, quick at grasping and managing information
- Exceptional communication skills with demonstrated ability to write clear, concise business communication and project documentation
- Project Management/Business Analysis experience. Proven track record in projects and business transformation
- Manage priorities: take in charge or allocate to relevant staff the most urgent / critical topics
- Work experience of 3-5 years in similar area
Education on a Reporting Team Leader Resume
Make sure to make education a priority on your reporting team leader resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your reporting team leader 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 Team Leader Resume
When listing skills on your reporting team leader 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 team leader skills:
- Strong writing skills and knowledge of standard journalistic style
- Strong interpersonal skills, including empathy and the ability to take and give constructive criticism
- Alternative and/or mutual fund industry experience including at least four years of direct financial reporting experience
- Strong working knowledge of libel laws and journalistic ethics
- Relevant 6+ years finance and accounting experience
- Financial accounting experience (5+ years)
List of Typical Experience For a Reporting Team Leader Resume
1
Experience For Financial Reporting Team Leader Resume
- Advanced SAP usage experience
- Leading a Team of 2-5, overseeing the team's work
- Reporting on performance of financial products
- Track record of reviewing and providing positive and negative feedback of colleagues’ work
- Provide subject matter expertise in investment accounting and/or performance reporting
- Prepare, ensure and maintain an accurate and timely daily, monthly and quarterly management reporting of Wealth Management products
- Manage 3-5 performance reporting analysts and senior analysts
- Ensure accuracy of system data and timeliness of reporting
- Motivational, with ability to work both independently and in team environments with close deadlines
2
Experience For Group Reporting Team Leader Resume
- Preparation of interim and annual financial statements for Investment Funds under NTI’s administration
- Liaise with external auditors and deal with audit queries. Manage the audit process from end to end for your clients
- Preparation of regulatory returns where applicable
- Assist other colleagues. Act as effective team member within the unit and with other units by imparting knowledge as appropriate. Liaise with other units – Liaise with other units – Transfer Agency, Custody/Trustee, Fund Accounting, Client Services, Legal, and Client Expenses
- Train other colleagues in your areas of expertise. Review the work of other colleagues and provide timely feedback on any review points
- Manage any assigned members of your team as required. Ensure performance review process is completed for your direct reports in a timely manner. Assist in managing the team in your manager’s absence
3
Experience For Treasury Liquidity Reporting Team Leader Resume
- Take part in transition and improvement projects as required
- Look for opportunities to drive process improvements
- Ensure timely and accurate Group Accounts submissions
- Support the team members in resolution of queries and issues as they arise
- Deal with Outsourced Service Providers and act as point of escalation for issues
- Italian language knowledge is an advantage
4
Experience For Senior Group Reporting Team Leader Resume
- Supervise, coordinate, review and/or prepare annual and quarterly financial statements, regulatory filings such as CIMA filings and Form PF and CPO-PQR for hedge and private equity funds
- Maintain a working familiarity with applicable laws, regulations and interpretation of governing financial statements and disclosure, including the Investment Company Act of 1940, the Internal Revenue Code, GAAP and other applicable requirements
- Evaluate and develop enhancements to BBH Accounting System (Eagle STAR) and Financial Reporting system (Unity) to automate procedures for financial reporting purposes
- Ensure the team remains compliant and efficient in their operations
- Create and maintain professional relation with peers, managers and business contacts
- High motivation, positive approach to change, willingness to develop oneself and own field of responsibility
- Prioritize and work concurrently on multiple dimensions to meet business, risk, compliance standards and client expectations in a fast-paced, high quality, no-risk-tolerance work environment
5
Experience For Client Service Client Reporting Team Leader Resume
- Result/delivery focused function to effectively and efficiently planning business and own workload Able to work well under time pressure with strict deadlines for internal clients in Zurich, New York, and London
- Polish knowledge is an advantage
- Fluent Englishlanguage knowledge
- B2 English knowledge
List of Typical Skills For a Reporting Team Leader Resume
1
Skills For Financial Reporting Team Leader Resume
- Establish strong relationship with business stakeholders to ensure smooth operations and successful project delivery
- People management experience: at least 1-2 years
- Proven ability to work well in a deadline oriented, client-driven environment
- Ensuring agreed client service levels and regulatory filing deadlines are consistently met
- Adhering with the tasks outlined in the QMS Systems of GBSE
- Support Business clients in understanding their contract database, general ledger and Group reporting
- Evaluate and develop enhancements to BBH Accounting Systems (Eagle/OMEGA) and Merrill Reports to automate procedures for financial reporting purposes
- Participate in the recruiting and hiring process for new staff
- Self-motivated, capable of monitoring and completing a variety of projects simultaneously
2
Skills For Group Reporting Team Leader Resume
- Work alongside the change team on any change or project relating to BAU reporting
- Make accounting decisions in line with DOFA limits
- Maintain knowledge related to regulatory changes affecting funds
- Maintain a working knowledge of EDGAR and Merrill Reports systems
- Ensure quality and timeliness of senior management reporting
- Complete scheduled, bespoke, report requirements and ad hoc client reporting where required
- Ensure daily whiteboards are in place and bringing transparency over the activity
- Ensure team training on tasks, process, systems, products
- Proficiency in Excel, Basic accounting knowledge
3
Skills For Treasury Liquidity Reporting Team Leader Resume
- Interact with Operations, IT and other US based controller groups, at points looking to escalate and resolve issues
- Understand and oversee various reporting systems and respective data flows
- Work with the GBS Europe Internal Control team to maintain Control Evaluation Templates owned within the team current, perform periodic self assessment activities and facilitate internal and external audit review
- Deal with Outsourced Service Providers where applicable and act as point of escalation for issues between businesses and BPO
- Role contains operation work as professional expertise to be provided to team and stakeholders
- Fluent English and Germanlanguage knowledge
- Fluent English and Polishlanguage knowledge
- Supervise, coordinate, review and/or prepare annual, semi-annual and quarterly financial statements and Form N-SAR, N-Q24F-2, and N-CSR for registered investment companies
- Prepare and/or supervise fund expense proformance
4
Skills For Senior Group Reporting Team Leader Resume
- Review fund expenses and accruals
- Review fund expense invoice authorizations
- Report and communicate statistical and performance data to fund management and industry publications
- Serve as an escalation point in assisting team members and reports with problem solving and issue resolution; Utilize best judgment to escalate issues to senior managers as appropriate
- Maintain a working familiarity with applicable laws, regulations and interpretation of governing financial statements and disclosure, including the Investment Company Act of 1940, the Internal Revenue Code, GAAP, Regulation S-X and other applicable requirements
- Coordinate fund audits with all applicable internal and external parties
- Communicate appropriately with the Fund Reporting Manager with respect to all timetables and workflow, and communicate to the extent appropriate about all relevant matters with other department members within BBH
- Perform special projects as directed by the Fund Reporting Manager
5
Skills For Client Service Client Reporting Team Leader Resume
- Assist in the implementation of proprietary and external systems
- Communicate appropriately with other department members as well as the Financial Reporting Manager with respect to all timetables, workflows and relevant matters. 0 Under 20%
- Maintain a leadership role by developing internal relationships with key people in other departments to accomplish goals and resolve issues
- Complete and oversee the completion of the BBH annual performance review process for assigned analysts
- Prepare and/or supervise fund expense performance
- Communicate appropriately with other department members as well as the Financial Reporting Manager with respect to all timetables, workflows and relevant matters
6
Skills For JV Reporting Team Leader Resume
- Align operational and project management tasks and priorities
- Relevant BP business experience and knowledge is an advantage
- Co-operate closely with main clients and data providers
- Comfortable with a variety of digital publishing tools
- Able to shoot and produce simple videos as well as still photos
- Highly organized and able to skillfully prioritize a wide variety of projects so that they are consistently delivered on time and meet our high standard of quality content
7
Skills For Liquidity Measurement & Reporting Team Leader Resume
- Demonstrated ability to use social media platforms such as Facebook and Twitter to reach audiences
- Fluency in the science of readership and engagement, including an understanding of how to use analytics such as page views, time on site, referral sources and “shares and likes” to help determine which stories resonate with which audiences
- Finance lead, team leader or audit manager experience
- Innovation and change management competencies
- Self-confident appearance in relations to the internal and outside world
- Apply / implement lean management
- Accountable for the production of monthly, quarterly and annual financial actuals to comply with local country fiscal regulations and Finance Standards and Practices, ensuring a robust control environment exists
- Accountable for building capability and supporting change within the Group Reporting team in the drive for exceptional customer service, operational excellence & compliance
- Accountable for building capability and supporting change within the JV Reporting team in the drive for exceptional customer service, operational excellence & compliance
8
Skills For Institutional Reporting Team Leader Resume
- Experience in finance area
- Act as a point of escalation for stakeholders when liaising with the team
- Support team manager, acting as a cover in their absence
- Oversee daily report production as managed by the team
- Act as a point of escalation for the team in issue resolution with both internal teams and service providers
- Monitor team KPI on a daily basis and provide monthly MIS to management
- Chair monthly team meetings and regular 1:1’s with team members
- Attend monthly service reviews with TPAs
9
Skills For Contact Center Incentive & Reporting Team Leader Resume
- Seek to implement efficiencies across the team
- Oversee all client events within the team
- A company culture where we respect our diverse and unified teams, where we are proud of our achievements and where fun and the mindset of giving back to our environment are highly valued
- Possibility to join our social communities and networks
- Chill-out and collaboration spaces in a modern office environment
- Life & health insurance, medical care package
10
Skills For Compliance Reporting Team Leader Resume
- Company laptop and phone for private usage
- Opportunity to work from home: up to 2 days / week based on team agreement
- Organize regular team meetings to encourage exchange of ideas and monitor projects and initiatives
- Prepare and/or supervise fund expenses
- Review fund expenses, accruals, and expense invoice authorizations
- Serve as an escalation point in assisting team members and direct reports with problem solving and issue resolution; Utilize best judgment to escalate issues to senior managers as appropriate
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