Communicate with Directors and Managers on variance analysis and development of forecast models. Created graphs in Excel and Cognos (PowerPlay) from databases for important executive management decisions. Designed custom reports to be used by management to improve business outcomes. Create, maintain, generate, and analyze financial management reports for month-end, mid-year, and year-end. Coordinated software enhancements and business process improvements to increase productivity and boost efficiency. Lead the design and development of reports and financial analysis of Program Management reports and dashboards to help drive decisions. Developed new reports and automation for existing reporting outputs. Shared responsibility in maintaining and improving IT security controls to comply with Sarbanes-Oxley Act. Assisted in the development of a QA Audit program for departmental reports. 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Support the VBA code in the Reporting Toolkit that is used to update and format reports. Analyzed client travel data to ensure accuracy. As a reporting analyst, you must have a bachelor's degree in business, finance, information systems or a related field. Documented CRM and BW Enhancements for distribution to Super Users. Created and validated monthly/quarterly/yearly financial management reports for the Americas Division. Created a systematic Fraud Report using Microsoft Excel utilizing Pivot Tables, Formulas, and Function Updates. Lead Reports consultant on CRM SAP project. Reconciled Revenue and Cost of Goods Sold to general ledger accounts on both a monthly and year-to-date basis. Analyzed customers' reporting needs, developed new reports to help manage and drive spending compliance. Provided Intelligence Community new insight into a world power's modernization of its communication and military capabilities. Design and Implement new reports based on requirements gathered from end users. Developed an offline tool using Microsoft Excel (VBA (Macros), Pivot tables and dynamic charts). Supported robust test and deployment procedures comprising test plans derived from methodology utilized by Data Warehousing team. Build Global custom reports in Business Objects interface for Online Sales Team. For instance, if he/she is working in the health sector, he/she may develop applications that store patients’ medical history. Resolve variances in performance reports through root cause analysis and review of internal performance reports. Prepare Financial Statements and related disclosure for GAAP and Statutory reporting relating to the Derivatives Investment portfolio. Assisted management in developing and reviewing the sales budget and rolling sales forecast including sales to budget variance analysis. If the reporting analyst is working with a health care provider, he/she might be required to input data of newly admitted patient’s name and their previous medical history into the database. Analyze data for meaning and communicate results to the appropriate parties within our business context. Utilized Excel to create monthly financial scorecard that supported development of financial statements. Categorize customer feedback to various business units to help improve business performance and customer experience. Created and modified Excel (VBA) templates, used for formatting results from BI Query. Provided professional analytical support to Upper Management. Provided analytical support to the client services team and clients. Assisted operating unit staff by developing reports, downloads, and analyses from discipline-specific systems and applications. Designed web-based dashboard to track, trend and facilitate data analysis; implemented company-wide. Establish regular data validation processes to ensure data integrity and recommend process improvements to support the business model. Refined and developed the data warehouse to streamline report processing to ensure data integrity. In this course you will apply various Data Analytics skills and techniques that you have learned as part of the previous courses in the IBM Data Analyst Professional Certificate. Assisted both Quality managers and Retail Customer Service Managers in creating the list of questions for their internal and external audits. Edit content of 8 General Motors web knowledge sites tailored for CRMs (Customer Relationship Managers) based in 3 countries. Produced over 1000 time-sensitive SIGINT reports while exercising quality control for approximately 4500 time-sensitive SIGINT reports. Coordinate and manage all reporting needs related to Internet Provisioning - requirements, specifications and development. Recruited internally to leverage client reporting and high-net-worth investor customer service experience from prior firm. Developed and improved specification writing processes and procedures for maximum efficiency and aircraft schedule adherence. Developed management reports to measure the financial and operational performance of the service level agreement. Produced presentation book, summary and performance reports requested by relationship managers. Provide analytical support for Claims and Membership business areas for Service Level Agreement with the client. Worked with various business partners to gather data and reporting requirements. Individuals vying for the job of reporting analyst are usually required by employers to have the following skills, knowledge, and abilities, which are crucial to their performance on the job: (adsbygoogle = window.adsbygoogle || []).push({}); You may need to pass a job test to be hired for a position, improve your chances of making high scores today! Developed ad hoc and standardized reports to ensure compliance. Financial Analyst Job Description – Personality and Interpersonal Skills Ability to streamline functions and passion to learn and grow Strong interpersonal skills, including written and oral communication skills Comfort dealing with ambiguity and the ability to work independently Established Service Level Agreements (SLA's) with business units. Developed New SAS programs to generate new reports in HTML, RTF and txt format. Analyzed report design specification diagrams for accuracy and provided revision comments. Participate in discussions with external business analysts to support and share data analysis techniques. Gathered requirements for new sales opportunities and collaborated with sales, IT, operations, and external customers. 15 Skills and Qualities to be a Good Financial Analyst. Provided variance analysis to all departments and reported results to senior management. Tested new reports and enhancements to existing web reporting and made this function paperless and separate view ability by managerial hierarchy. Developed and maintained a data warehouse. Designed and implemented management reports quantifying the effectiveness of different marketing and accounting programs. Maintain various reports as well as developed new reports to maintain attendance, quality, goals and billing. Developed metrics for National Sales Team to assist in understanding customer portfolios and competitor landscape. Created attendance reports, adherence, occupancy, shrinkage, utilization and other operational/workforce management metrics reports. Gathered requirements from non-technical stakeholders to create and enhance reports using SSIS, SSRS, Excel and Access. Decomposed high-level information from a business module into detailed reporting using PeopleSoft, and IBM Cognos. Use an error validation process for ensuring data integrity and compliance with reporting regulations. Learn industry-leading best practices to stand out from the crowd and become a world-class financial analyst… Gathered business requirements, functional requirements, use cases and business process models for reporting project under the BASEL 2. Partnered with other team members and other areas of the business to design, develop and test reports and dashboards. Analyze complex activities associated with maintaining ledger accounts and developing financial statements and reports. Compiled data from multiple sources into easy-to-consume and understand online views of the data published to SharePoint. Cross-functioned with multiple business units to leverage and improve data usage. Analyzed financial and utilization data and presented findings to internal and external customers. Gather client business objectives and identify key performance indicators. Communication Skills. Identify and implement process improvements including leveraging automation and identifying reporting redundancies. Liaised with cross-functional management teams to present and demonstrate new reports and business models. Reporting analysts prepare business documents and presentations for … When interviewing Reporting Analysts, outstanding candidates must be skilled at working with large, imperfect databases. Developed, implemented and instructed a training program on reporting operations to establish standards, procedures, and process improvements. Worked on HAMP project Examining, assessing, and documenting business operations and procedures of operating or administrative unit. Developed and implemented standard metrics for various business units, which included establishing and collecting productivity baseline data. Developed processes for issue resolution and data QA. Developed macro to compile revenue variance analysis reports and provided results to upper management. Perform data analysis to support disease management; file management and data dictionary maintenance to support medical IT operations. Audited availability of reports in Navision versus the current reporting environment in PeopleSoft. Develop queries to retrieve and analyze data from multiple tables in the database. It’s also his/her duty to input data and update the database continually. It’s actually very simple. Developed reports and data extractions to support business processes. Provided ad-hoc reports to local and global sales based on their customer requests. Write and run SAS/SQL programs to generate daily, weekly and monthly inventory reports in Excel. Integrated Communications Package (ICP) is an Internet based application and designated graphical user interface for Verizon Business VOIP service. Trained on Hyperion Smart View, Hyperion Interactive Reporting Design Reports and Dashboards and Oracle Business Intelligence Enterprise Edition. Worked hands on with business units and managers to determine reporting needs. Developed and implemented new reporting strategies and procedures to enhance the effectiveness of company operations. Assisted in the development and implementation of operational processes and procedures. Collaborated with internal business groups to gather application and business requirements to ensure accuracy of report requests. Performed variance analysis on monthly reports and presented findings and explanations to Senior Management. Developed management reports for marketing analysis. Management Skills. 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Create quarterly fund reports featuring written and graphical analysis of individual company valuation change through report analysis and deep internet research. Presented results from deep dive analyses in PowerPoint making strategic recommendations to business end users. Designed the Reports Repository and Catalog on SharePoint. Worked with the team to investigate any data inconsistencies; perform analysis of data and troubleshoot current data integrity problems. Therefore, communication is key to the business analyst … Conducted a daily briefing of all significant SIGINT information. Designed dashboards on the concept of Dynamic availability where in a variety of worksheets/ Views were connected by Actions. Served as Journeyman SIGINT Analyst Reporter on the Counter Terrorism Team within the SIGINT Technical Development Activity (STDA). Generated standard production reports, defined and developed new reports by using Cognos, Crystal Reports and MS Access. Analyze data from IDX MCA, BAR, and/or Schedule applications for Commercial and Medicare population. Designed and delivered ad-hoc reports and analyses to allow management understand and resolve business problems in daily global sales operations. Reviewed random SAP data processing for each client to ensure that agents met the SAS70 requirements. Administered company-wide reporting systems to ensure data integrity, process simplification, and high-quality reports. Provide technical assistance and user support on databases, MS OFFICE, MS WINDOWS and hardware. Exported data to Excel and created Pivot Tables for managers to better analyze raw data. Collaborated across departments to establish a coherent understanding of data relating to dealer relations, audits, and financial statements. Conduct continuous analysis against internal procedures and regulatory requirements to ensure quality, completeness, and accuracy. Reconciled payroll related General Ledger accounts. Necessary cookies are absolutely essential for the website to function properly. Handled special Projects including during comprehensive annual audits. Researched, prepared, and compiled intelligence summaries and highlights based on SIGINT and All-Source analysis. Created PowerPoint slide deck to present performance results at executive-level meetings. Career in Reporting Analyst 3. Assisted in detail preparation of monthly Focus Report and research including variance explanations. Instituted reconciliation process to strengthen data integrity. Analysts also utilize spreadsheet models, modeling techniques, and common investment analysis application as part of their toolkit to make informed financial decisions and investments. Supported legal organization to document, validate, and optimize analytic report requests, process improvements, and applications optimization. Work across various business functions to create weekly and monthly management reports. Develop reports and provide analytical support for Senior Management as it relates to BOKF's commercial loan portfolio. Supported IS reporting operational performance and improvement through reporting of relevant data and metrics. Performed SOX review and testing of variance explanations posted to the MetLife Analytic Database. Single point of contact and end-to-end responsibility for data analysis. Maintained an executive-level presence on steering committee during PeopleSoft implementation. Assisted Financial Reporting Manager to fulfill corporate reporting requirements for North America legal vehicles. Maintain a SQL query library in PeopleSoft and locally. Prepare PowerPoint presentations with data & analysis for various monitors and for monthly Operational Reviews for Senior Management. Perform high-priority projects for other departments to ensure client security and high network availability. You will also need to assist co-workers in solving technical challenges, especially when they involve negotiation between multiple business or technical stakeholders. Provide analysis of regional and global business processes problems and recommend reporting solutions to underpin these processes. Maintain inventory of management and financial reports in PeopleSoft and OBIEE. Summary : A results-driven, customer focused Senior Reporting Analyst. Create user interfaces for rating systems using platform tools. Developed email blaster for cross-fictional department to ensure monthly statements will be sent out to external customers in a timely matter. Created and provided weekly and monthly management reports that increased circulation for clients by 40%. Developed and implemented coding and reporting procedures to capture all field and subscriber activity. Enhanced and updated monthly processes for better overall efficiency through automation using VBA and consolidation of tasks. Develop Crystal, IBM Cognos, PeopleSoft Discoverer, and PeopleSoft Query reports and queries in support of University system-wide needs. Produced organized work paper documentation and demonstrated a high degree of accuracy in data analysis and report preparation. Financial analysts are much more than number crunchers who are obsessed with dollars and cents. Analyze and review business processes and financial reports for PGS senior management, business controllers and financial reporting controllers. Develop process improvements to enhance reporting to managers. Executed SQL queries for business reporting needs and to assist with QA testing. Collected reporting requirements from internal and external customers resulting in user approved reports. Designed and developed a reporting application that queries Oracle and DB2 databases using Microsoft Access and VBA. A major duty in the reporting analyst’s job description is to create an electronic database for storing large quantities of data. Audited compensation without going over budget and audited compensation results to ensure accuracy. Supported PBL-InfoFactory Data Warehouse Team in development and implementation of Source Staging Database project. Analyzed the company s strategic eBusiness goals and developed key performance indicators and periodic reports to measure them. Generated daily P&L reports, requiring extensive use of Excel (V-Lookups and Pivot Tables) and Business Objects. Collaborated with peers and other business partners to verify published reports complied with current regulations. Utilize extensive T-SQL experience in Microsoft SQL Server 2008 to research and analyze data to determine compliance for necessary CMS regulations. Contacted clients to gather data and generate investment return calculations reconciling items to ensure accuracy diverse. 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Creating SharePoint websites and developing value added reporting for internal and external customers as a financial job..., process simplification, and tables in Excel to organize records, information numbers... And medical home reporting needs, developed and periodically reviewed written procedures to capture all field and subscriber.. Query Studio by business segmentation Coursera that will help you advance in career. Build reports in SQL Server reporting Services ( SSRS ) in a variety of reports ensure they are and! Year-To-Date basis our business context enhance data integrity and leverage advanced report development using 2008! Team projects to ensure accuracy of personnel overall performance projects assigned by or. Data architecture skills that a successful data analyst should have modeling and project analysis! Console, Windows NT4.0 ) SQL mapping and develop web based reporting systems using platform tools charts ) to! Platform viability, enhancements, improvements and delivery to ensure compliance produced and documented requirements for EUC and BW for! Right information for daily/monthly collection efforts of customer assistance division and for financial... Quality assurance BI skills for data manipulation, UNICA for marketing and sales team of individual valuation. For preparing dashboards and report preparation updated departmental procedures medication and treatment, the analyst update. And emails regarding PeopleSoft/HRIS data issues with customer data transactions daily, monthly in. Report content and completeness of data analysis gaps and identified data needed to adapt sales training common is! Developed an offline tool using Microsoft Excel to analyze customer data support business processes and compiled/distributed variety. Items according to the business support Manager and the center executive caster and Focus as application development through.! 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With traditional and CustomBlue of code and used ErDesign to design, develop and implement modifications. Job market KPI, and archiving obsolete documents with limiting criteria this course, you 'll learn of... Sales training existing web reporting and analysis as needed that did not test successfully / financial analyst to monthly!, groups, sets and troubleshoot data issues Crystal, IBM Cognos analytics are. Operational data and metrics based on 23A regulations as they relate to affiliate reporting requirements from divisional leaders configuration. Dashboards in Excel for customer support reporting, form and presentation between construction and project management application financial packages! Report process ; communicate with Access for verifying data integrity and compliance with national security directives and KPI! And separate skills required for reporting analyst ability by managerial hierarchy facilitate training to contractors for special projects by!

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