Senior Financial Reporting Associate Resume Sample
Richard Kozey
4611 Senger Junction,
New York,
NY
+1 (555) 810 8942
Work Experience
Senior Financial Reporting Associate
11/2015
-
PRESENT
Boston, MA
- Assist with implementation of new or changing reporting requirements
- Servicing clients’ share-based compensation related financial reporting needs
- Managing clients’ plan & financial data in our databases
- Communicating with client’s auditors and providing necessary assistance
- Good problem solving techniques and attention to details
- Excellent critical & logical thinking and data analysis skill
- Multi-tasking and strong time management skill
AVP / Senior Financial Reporting Associate
07/2009
-
05/2015
Detroit, MI
- Big 4 public accounting required
- Deep knowledge of routine SEC reports (10-Q/K)
- Advanced PowerPoint, Excel
- Workiva – reporting software knowledge
- BS in Accounting or relevant field
- Record treasury stock transactions (share repurchases & stock option exercises)
- Record other entries impacting treasury stock (i.e., month-end accruals, restricted stock releases, Board of Directors deferred compensation, PSPP program, etc.)
Senior Financial Reporting Associate Alm
01/2004
-
06/2009
Detroit, MI
- Prepare the monthly treasury stock reconciliation
- Support on-going tracking and reporting of the company’s engagements with PwC in support of the Proxy Disclosure
- Support strategic initiatives focused on continuous improvement of all aspects supporting the Expense team’s deliverables
- Assist with the monthly and quarterly financial close process, including quarterly impairment/investment accounting review of General Account assets
- Review and implement new accounting guidance as needed
- Assist in special projects, as well as propose and drive process enhancements
- Self-motivated and proactive, with attention to detail, deadlines, and good quality control practices
- Coordinate the monthly and quarterly Assets Under Management (AUM) reporting in collaboration with PGIM business units and AUM Operations
- Provide insightful and impactful analytics of AUM results to various company-wide audiences
Education
Buena Vista University - Mason City Campus
1999 - 2003
Bachelor's Degree in Accounting
Professional Skills
- Strong and concise written and verbal communication skills
- Experience in public accounting or financial services industry with proven track record
- Good accounting and analytical skills. Organized, with focus on process discipline, controls and enhancements
- Accounting, forecasting and management reporting experience
- Finance Reporting experience
- Previous experience with GAAP and SEC Reporting
- Experience in financial analysis or reporting
How to write Senior Financial Reporting Associate Resume
Senior Financial Reporting Associate role is responsible for software, finance, training, compensation, accounting, analysis, reporting, research, insurance, english.
To write great resume for senior financial reporting associate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Senior Financial Reporting Associate Resume
The section contact information is important in your senior financial reporting associate 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 Senior Financial Reporting Associate Resume
The section work experience is an essential part of your senior financial reporting associate 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 financial reporting associate 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 financial reporting associate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Senior Financial Reporting Associate resume experience can include:
- Strong analytical, critical thinking and problem-solving skills with an ability to apply good judgment
- Provide insightful and impactful analytics of the financial results compared to prior periods and forecast, to various audiences, including senior management
- Preparation and consolidation of financial statements
- Demonstrates a commitment to personal growth and development
- Experience in the preparation and analysis of managerial reports
- Meet deadlines, prioritize assignments and manage multiple assignments
Education on a Senior Financial Reporting Associate Resume
Make sure to make education a priority on your senior financial reporting associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your senior financial reporting associate 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 Financial Reporting Associate Resume
When listing skills on your senior financial reporting associate 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 financial reporting associate skills:
- Strong technical skills including Excel
- Experience with Oracle Ledger and/or Cognos reporting tool
- Experience in Systems enhancement projects, ie implementing a General Leger or other major financial systems
- Accounting/financial analysis experience
- Expense, data analysis, financial reporting experience or related field
- Experience providing analytics of financial results
List of Typical Skills For a Senior Financial Reporting Associate Resume
1
Skills For Senior Financial Reporting Associate Lif X Resume
- Financial reporting experience
- Strong GAAP background
- Understanding of USGAAP accounting rules that are reflective of the financial services industry, primarily focus only derivatives
- Responding to various ad-hoc requests
- Knowledge of the quarter close and forecast process with a deepened understanding of insurance accounting and reporting
- Assist with the monthly and quarterly financial close process, including preparing journal entries and reconciling accounts
- Support the planning and budgeting process for the strategic investments
2
Skills For AVP / Senior Financial Reporting Associate Resume
- Accounting, financial reporting or related field expirience
- Proficiency in Microsoft applications including Word and Excel
- Interpret financial statements extracting trends to provide insight into the businesses
- Rewarded with an attractive salary package, including a generous medical insurance and access to our employee share plan
- Assist the PGIM Center team during monthly and quarterly closes (includes disclosures for the 10K, 10Q, QFS and MD&A
- EXtensible Business Reporting Language (XBRL) tags for interactive financial statement data for SEC filings
- Manage daily cash activity, maintain supporting documents, prepare associated ledger entries and reconciliations
- Provide accounting guidance to the local finance teams
3
Skills For Senior Financial Reporting Associate Alm Resume
- Adaptable to different stakeholders and audiences
- Supported by our global processes and technologies
- Subsidised for professional development opportunities
- Collaborate with business partners to research and maintain relevant documentation associated with all aspects of AUM
- Respond to audit and external requests and provide well supported material
- GAAP investment disclosures (footnotes and MD&A) for SEC filings (Form 10-Q, 10-K, 8-K)
- Investment data for Investor Relations (earnings teleconference call materials)
- Investment portfolio analysis for business partners and various Senior Management packages
- Information requests from the Chief Investment Officer Organization, Enterprise Risk Management and various other business partners (standard, ad-hoc)
4
Skills For Senior Financial Reporting Associate Fin G Resume
- US GAAP disclosure review and preparation
- Broad organization and function specific process improvement
- Project management, executive level presentations. Collaboration with in-country teams, regional leadership, corporate development, actuarial, portfolio management, tax, treasurers, and other internal PII teams
- Exposure to finance functions including corporate finance and strategy, planning and analysis, accounting, business driver reporting and capital management
- Knowledge of business models, distribution strategies and key performance indicators
- Assist in the preparation of financial results packages / presentations and provide insightful analytics of results
- Continuous collaboration across the Shared Services teams, Corporate Management Reporting, Corporate Centers and Centralized Functions, and Business Unit Finance areas
5
Skills For Senior Financial Reporting Associate Resume
- Execute timely and accurate completion of general ledger close responsibilities including recording journal entry transactions supporting the activities of the corporate centers and centralized functions, in/expatriate activities, and processing corporate center/function chargebacks to the business units
- Support in the development and release of monthly/quarterly reporting packages to the company Controller, VPs of Finance, and other business partners
- Execute quarterly account reconciliations related to journal activities
- Support knowledge transfer and implementation from potential future transitions of work into the Shared Services Expense group
- Execute timely and accurate completion of general ledger close responsibilities
- Assist with external financial disclosures, including preparation of required supplemental GAAP disclosures, including but not limited to cash flow statements, for Gibraltar Life, Prudential Gibraltar Financial Life, Prudential of Japan, and Prudential Holdings of Japan
6
Skills For Senior Financial Reporting Associate Lif X Resume
- Review and analyze Balance Sheet and Income Statement for Gibraltar/Life Planner Profit Center
- Support the compilation of PII’s Quarterly and PICA International’s STAT Quarterly Results Review Packages
- Participate in special projects to support the ongoing efforts to improve and enhance the financial reporting processes and support new financial reporting initiatives
- Ensure the accuracy, reasonability and completeness of financial results, including the balance sheet and income statement
- Review of internal control standards to ensure compliance with Sarbanes-Oxley and other external accounting policies and standards
- Oversee reinsurance business between International Affiliates and the United States
- Assist with ad-hoc requests from senior management and business partners
7
Skills For AVP / Senior Financial Reporting Associate Resume
- Monitor and control Agency related loan activity within our PGIM Real Estate Finance and PCG businesses
- Respond to annual audit requests and provide well supported documentation
- Propose and drive process enhancements
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