Senior Associate, Reporting Resume Sample

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Eddie Schaefer
7854 Beahan Crossing,  San Francisco, CA
+1 (555) 302 5355

Work Experience

Senior Associate, Financial Reporting
04/2017 - PRESENT
Chicago, IL
  • Collaborates with Clients within the organization Translates end-user data and report requirements to system requirements
  • Develops and maintains queries and programs for accessing and extracting data from one or more database systems
  • Explores alternative ways of meeting user requirements through improved programming leveraging innovative tools and techniques and using “best practices”
  • Meets with management to present findings and recommendations
  • Creates and maintains periodic and ad hoc reports
  • Creates analytical reports and presentations for senior management
  • Maintains request queue and collaborate with other team members
Senior Associate, Insights Reporting Analyst
08/2011 - 03/2017
Chicago, IL
  • Explores, identifies and evaluates best sources of data, meet with data providers to negotiate and contract data transmissions
  • Customize existing universes in Business Objects to enable efficient and automated reporting
  • Independently responds to EM and internal client’s ad hoc reporting requests while also being responsible for producing reoccurring reports within agreed upon deadlines
  • Tracks and reports operational metrics for communication to the organization, including but not limited to monthly scorecards
  • Develops, maintains, and generates multiple reports illustrating statistical data requested by business leaders
  • Coordinates with stakeholders to develop business cases for potential new initiatives/reporting requests
  • Proactively develops effective reporting tools and processes for the business unit
Senior Associate, Metrics & Reporting
11/2007 - 02/2011
Philadelphia, PA
  • Consults with subject matter experts to determine business, functional and technical requirements for specified reporting
  • Ensure up to date SOP’s are maintained for all processes carried out within the MGIS organization by conducting regular audits. In the process identify and share best practices within the department
  • Maintain Repository for Standard Documentation templates, Copies of signed SLA’s with various stakeholders, SOP’s, Workflow diagrams for MGIS Processes
  • Responsible for updating and maintaining the MGIS intranet site
  • Identify ways to find out KPI and metrics for different MGIS projects
  • Design and extract reports using various available MGIS REPORTING tools
  • Work in consultation with Team Leader and Manager to develop and document most effective internal Service Delivery methodologies


University of Arizona
2001 - 2006
Bachelor's Degree in Accounting From

Professional Skills

  • Excellent Analytical skills & Root Cause Analysis & Reporting and able to coach others
  • A strong understanding of IFRS Accounting Standard
  • Finance professional preferably 5-6 years post qualification experience
  • Researching and analyzing legislative and regulatory tax developments; and,
  • Understanding of data flows with in IT infrastructure & systems and it’s impacts on the reconciliations
  • Understanding of Inter-company and contra account usage requirements and intercompany reconciliations, substantiation and balance settlement
  • Familiarity with a variety of financial accounting concepts, processes, and procedures

How to write Senior Associate, Reporting Resume

Senior Associate, Reporting role is responsible for design, research, finance, reporting, excel, general, tax, compliance, analysis, sox.
To write great resume for senior associate, reporting job, your resume must include:

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

Contact Information For Senior Associate, Reporting Resume

The section contact information is important in your senior associate, 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 Senior Associate, Reporting Resume

The section work experience is an essential part of your senior associate, 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 senior associate, 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 senior associate, reporting position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Senior Associate, Reporting resume experience can include:

  • Work Experience: 5-10 years
  • Experience/ knowledge of Tableau/ Spotfire dashboard tools
  • Deliver routine reporting based on clients’ needs as well as quickly responding to ad hoc requests
  • Ability and willingness to quickly adapt in a rapidly changing environment
  • Diligent organizational habits with a detail-oriented focus on producing high quality deliverables
  • Problem solving acumen with an ability to see through complexity and exercise sound judgment

Education on a Senior Associate, Reporting Resume

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

When listing skills on your senior associate, 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 senior associate, reporting skills:

  • Experience of delivery of core financial control and reporting outputs, including ledger close, balance sheet reconciliation & substantiation, statutory & management reporting, reference data activities and external audit
  • Strong inter-personal skills and the ability to communicate effectively across all levels
  • Strong Excel skills and the ability to manipulate large data sets
  • Experience with some public accounting experience
  • Experience of investigating and probing issues with cross-divisional and cross department impact
  • Build effective working relationships with business subject matter experts

List of Typical Skills For a Senior Associate, Reporting Resume


Skills For Senior Associate, Financial Reporting Resume

  • Leveraging knowledge of the tax issues facing multinational companies, banks, mutual funds, private equity, hedge funds or REITS in the reporting space
  • Make recommendation for continuous process improvements to maximize efficiency in financial reporting and operations
  • Support internal controls over the financial reporting process to ensure compliance with SOX
  • Other ad-hoc accounting projects as needed
  • SEC report drafting/review required (10K’s, 10Q’s, S-1, Proxy, etc.)

Skills For Senior Associate, Insights Reporting Analyst Resume

  • Stay current and research trends in SEC reporting
  • Proficiency in the use of Oracle, SAP, INEA/ Khalix, Walker and Excel (preferable)
  • Working knowledge of Internal Revenue Code chapters 3, 4, and 61 and foreign tax laws related to FATCA Intergovernmental Agreements (IGAs) and the Common Reporting Standard (CRS) to develop an optimal worldwide information reporting and withholding strategy
  • Writing, communicating, facilitating, and presenting cogently; to and/or all levels of internal and external audiences, with an emphasis on writing opinions on proceedings and federal tax law
  • Active Certified Public Accountant (CPA) license
  • A seasoned background in project management and the ability to multi-task
  • A creative, analytical mind with a strategic focus and a willingness to help drive change

Skills For Senior Associate, Metrics & Reporting Resume

  • Advanced proficiency with Microsoft Excel and general comfort with financial software platforms
  • Maintaining the relationship with other statutory reporting locations and key stakeholders within Global Business Unit Control, EDS, MI, GFS, Divisional Finance and Regional CFO/Controllers
  • Responsible for assisting in the preparation of financial statements and footnote disclosures similar to SEC 10Q/10K requirements for quarterly 144A bond requirements
  • Preparation of financial statements and footnote disclosures for various international joint ventures with standalone US GAAP financial reporting requirements
  • Coordinate with the Technical Accounting Group to gather and support information necessary to address required disclosures for significant transactions and the implementation of new accounting guidance

Skills For Senior Associate Investment Reporting & Performance Resume

  • Preparation of quarterly bank compliance calculations and assisting in monitoring compliance including cross functional coordination with the treasury and legal departments
  • General assistance in the monthly financial statement close process, consolidation and intercompany eliminations, and various other monthly, quarterly and annual external and internal reporting requirements
  • Monitor and ensure timely identification and compliance with evolving accounting and disclosure requirements
  • Respond to requests and questions from external auditors
  • Produce quality materials within tight timeframes and simultaneously manage several projects required

Skills For Senior Associate, Reporting Analyst Resume

  • Assist in the preparation of all SEC filings, including Annual Reports on Form 10-K, Quarterly Reports on Form 10-Q, Form 8-K filings, Form 4 filings, and Proxy statements
  • Hedge Fund and investment manager experience
  • Commerce Graduate/CA/ICWA/MBA Finance
  • Energetic with team player mentality
  • To support change initiatives, process improvements and in system implementations related to own processes and applications

Skills For Business Objects Reporting Senior Associate Resume

  • Responsibility for the delivery and integrity of monthly financial information (balance sheet, profit and loss account and data for Statutory reporting, value added commentary / analysis for the division supported, Fixed Assets accounting, Project accounting and reporting, Legal entity recharge accounting)
  • Undertake Level 1 Impact assessment of issue on overall financials, downstream processes & associated comms with different stakeholders
  • Provide and support input into the end to end control and ownership of divisional and legal entity balance sheets for the division supported and support all change control initiatives

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