financial reporting manager resume

• • Led the General Accounting team, managing end-to-end financial reporting processes, and ensuring that monthly, quarterly, and annual financial statements were prepared in accordance with GAAP and regulatory requirements.
• • Streamlined accounting operations by introducing automated systems, optimizing general ledger processes, and overseeing the integration of financial data from various departmental sources, achieving a 15% reduction in month-end closing times.
• • Designed and executed a robust internal controls framework, which reduced financial discrepancies by 20% and ensured compliance with SOX regulations.
• • Collaborated with finance and tax departments to prepare tax filings and plan strategies, resulting in a 10% tax savings through optimized deductions and credits.
• • Directed inter-company billing and reconciliation for various business lines, enhancing accuracy and efficiency in financial reporting and cost allocation.
• • Coordinated successful external audits by preparing comprehensive audit workpapers and managing deadlines, with zero audit adjustments for the past two fiscal years.
• • Managed a team of 10 accounting professionals, providing guidance on complex financial issues and contributing to their career development and performance improvements.
• • Designed and executed an improved account reconciliation process, increasing reconciliation accuracy to 98%.
• • Oversaw accurate and timely reporting of fixed assets and payroll-related financial transactions, impacting overall financial integrity.
• • Implemented new accounting software upgrades, enhancing overall productivity and data accuracy.
• • Facilitated communication between the accounting department and cross-functional teams to ensure alignment of financial practices with business strategies.
• • Performed complex general ledger accounting functions, ensuring the accuracy of financial records and compliance with relevant regulations.
• • Played a key role in the company's financial forecasting efforts, contributing to a 5% year-over-year increase in fiscal efficiency.
• • Led the initiative to automate standard journal entries, saving approximately 50 man-hours per month.
• • Assisted in the preparation and analysis of the annual budget, identifying key cost-saving measures.

5 Financial Reporting Manager Resume Examples & Guide for 2024

Your financial reporting manager resume must demonstrate a strong grasp of accounting principles. It should clearly highlight your expertise in preparing accurate financial statements. Ensure your resume showcases experience with regulatory compliance and financial reporting systems. Your ability to deliver timely and reliable reports is crucial, so emphasize this skill.

All resume examples in this guide

Traditional

Resume Guide

Resume Format Tips

Resume Experience

Skills on Resume

Education & Certifications

Resume Summary Tips

Additional Resume Sections

Key Takeaways

As a financial reporting manager, articulating the complex nature of your role while ensuring your resume remains digestible to non-expert readers can be especially challenging. Our guide will provide you with the tools and examples you need to effectively communicate your expertise and accomplishments, guaranteeing your resume stands out in a competitive job market.

• Aligning the top one-third of your financial reporting manager resume with the role you're applying for.
• Curating your specific financial reporting manager experience to get the attention of recruiters.
• How to list your relevant education to impress hiring managers recruiting for the financial reporting manager role.

Discover more financial reporting manager professional examples to help you write a job-winning resume.

• Financial Auditor Resume Example
• Financial Accounting Resume Example
• Payroll Director Resume Example
• Public Accounting Resume Example
• Financial Representative Resume Example
• Accounts Payable Resume Example
• Cost Accounting Resume Example
• Financial Management Analyst Resume Example
• Audit Director Resume Example
• Financial Risk Analyst Resume Example

Tips and tricks for your financial reporting manager resume format

Before you start writing your resume, you must first consider its look-and-feel - or resume format . Your professional presentation hence should:

• Follow the reverse-chronological resume format , which incroporates the simple logic of listing your latest experience items first. The reverse-chronological format is the perfect choice for candidates who have plenty of relevant (and recent) experience.
• State your intention from the get-go with a clear and concise headline - making it easy for recruiters to allocate your contact details, check out your portfolio, or discover your latest job title.
• Be precise and simple - your resume should be no more than two pages long, representing your experience and skills that are applicable to the financial reporting manager job.
• Ensure your layout is intact by submitting it as a PDF. Thus, your resume sections would stay in place, even when assessed by the Applicant Tracker System (ATS).

Upload & Check Your Resume

Drop your resume here or choose a file . PDF & DOCX only. Max 2MB file size.

If you happen to have some basic certificates, don't invest too much of your financial reporting manager resume real estate in them. Instead, list them within the skills section or as part of your relevant experience. This way you'd ensure you meet all job requirements while dedicating your certificates to only the most in-demand certification across the industry.

Essential sections that should make up your financial reporting manager resume include:

• The header - with your contact details (e.g. email and telephone number), link to your portfolio, and headline
• The summary (or objective) - to spotlight the peaks of your professional career, so far
• The experience section - with up to six bullets per role to detail specific outcomes
• The skills list - to provide a healthy mix between your personal and professional talents
• The education and certification - showing your most relevant degrees and certificates to the financial reporting manager role

What recruiters want to see on your resume:

• Strong understanding of Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS).
• Proven experience in financial statement preparation, consolidation, and analysis.
• Expertise with financial reporting software and advanced Excel skills for data analysis and reporting.
• Knowledge of internal controls and compliance with Sarbanes-Oxley (SOX) or similar regulations.
• Leadership experience with the ability to manage and develop a financial reporting team.

Defining your professional expertise in your financial reporting manager resume work experience section

The work experience section, often the most detailed part of your resume , is where you discuss your past roles and achievements. To effectively list your experience, consider these four key tips:

• Align your expertise with the job requirements. It's vital to integrate keywords matching the job criteria to pass initial assessments;
• Show, don’t just tell. Quantify your responsibilities by stating your actual achievements in previous roles;
• Include measurable metrics. For instance, how did your performance impact the annual ROI?
• Highlight crucial industry skills. Mention both technological knowledge and interpersonal skills in this section.

These guidelines will help you craft an impressive financial reporting manager resume work experience section that is bound to catch recruiters' attention.

• Developed and executed comprehensive monthly and annual financial reporting processes for a Fortune 500 company, improving reporting accuracy by 30%.
• Led a team of analysts in streamlining financial data collection and validation, enabling the distribution of internal reports 15 days ahead of schedule.
• Managed the successful migration of financial reporting systems to a cloud-based platform, enhancing data accessibility for remote teams.
• Orchestrated the revision of the company's financial compliance framework, leading to a 20% decrease in compliance-related issues.
• Collaborated with external auditors to complete annual audits with zero discrepancies for three consecutive years.
• Introduced new GAAP-compliant reporting procedures that served as a benchmark within the financial industry and were adopted by peers.
• Advised on the strategic financial planning process, contributing to an annual revenue growth of 12% by identifying key financial trends and cost-saving opportunities.
• Spearheaded the development of quarterly financial statements, including balance sheets, income, and cash flow statements, for public reporting.
• Initiated and supervised a cross-departmental task force that reduced monthly close cycle times by 25%, enhancing operational efficiency.
• Crafted and maintained a financial reporting calendar that aligned with SEC filing deadlines, resulting in a 100% on-time filing rate.
• Directed the compilation and review of the 10-Q and 10-K reports, which consistently received positive remarks from the SEC for clarity and accuracy.
• Devised specialized financial models to project long-term growth scenarios, informing C-suite strategic planning sessions.
• Played a pivotal role in redesigning the internal reporting framework, which reduced reporting errors by 40% within the first six months.
• Provided expert guidance and mentorship to a team of 10 financial analysts, fostering a culture of continuous improvement and professional growth.
• Implemented an enhanced reconciliation system that identified over $5 million in unreconciled transactions, recouping significant funds for the company.
• Streamlined operational reporting procedures which boosted the reporting team's productivity by 20%.
• Drove a company-wide initiative to increase financial literacy which empowered departmental managers with greater financial decision-making capabilities.
• Negotiated and secured software contracts with vendors, improving report generation speed and reducing annual costs by $250,000.
• Led the implementation of a centralized financial reporting system that saved the company over 500 hours in manual data consolidation annually.
• Managed a portfolio of financial reporting projects with budgets exceeding $2 million, delivering each project under budget and ahead of schedule.
• Coordinated with IT to develop custom financial reporting software that increased data accuracy and reduced the time needed for report generation by 35%.
• Oversaw the transition to a new ERP system which included complex financial reporting functions, improving overall data integrity and operational performance.
• Developed a set of key operational metrics and dashboards that provided executives with real-time insights into the company’s financial status.
• Authored comprehensive training materials on financial reporting standards and practices for new hires, markedly improving team knowledge and performance.

Quantifying impact on your resume

• Include the size of the budgets you have managed to demonstrate your experience with handling significant financial resources.
• List key financial performance indicators you improved, such as revenue growth or cost reduction percentages, to show your capability to drive profitability.
• Specify the number of financial reporting cycles you've overseen to establish your experience in meeting critical deadlines.
• Detail the amount of money saved through financial process optimizations you implemented to showcase your efficiency and cost-saving skills.
• Quantify the number of team members you have supervised to communicate your leadership and management skills.
• Mention any increases in compliance or accuracy rates you've achieved in your reports to illustrate your attention to detail and adherence to standards.
• Describe the scope of financial systems or tools you've implemented or improved with relevant metrics to highlight your technical expertise.
• State the volume of financial transactions or reports you've handled regularly to represent your capability of managing large-scale operations.

Action verbs for your financial reporting manager resume

Remember these four tips when writing your financial reporting manager resume with no experience

You've done the work - auditing the job requirements for keywords and have a pretty good idea of the skill set the ideal candidate must possess.

Yet, your professional experience amounts to a summer internship .

Even if you have limited or no professional expertise that matches the role you're applying for, you can use the resume experience section to:

• List extracurricular activities that are relevant to the job requirements. Let's say you were editor-in-chief of your college newspaper or part of the engineering society. Both activities have taught you invaluable, transferrable skills (e.g. communication or leadership) that can be crucial for the job;
• Substitute jobs with volunteer experience. Participating in charity projects has probably helped you develop an array of soft skills (e.g. meeting deadlines and interpersonal communications). On the other hand, volunteering shows potential employers more about you: who you are and what are the causes you care about;
• Align job applications with your projects. Even your final-year thesis work could be seen as relevant experience, if it's in the same industry as the job you're applying for. Ensure you've listed the key skills your project has taught you, alongside tangible outcomes or your project success;
• Shift the focus to your transferrable skills. We've said it before, but recruiters will assess your profile upon both job requirements and the skills you possess. Consider what your current experience - both academic and life - has taught you and how you've been able to develop your talents.

Recommended reads:

• How To Include Your Relevant Coursework On A Resume
• How to List Continuing Education on Your Resume

Mention specific courses or projects that are pertinent to the job you're applying for.

Key hard skills and soft skills for your financial reporting manager resume

At the top of any recruiter financial reporting manager checklist, you'd discover a list of technical competencies, balanced with personal skills.

Hard or technical skills are your opportunity to show how you meet the essential responsibilities of the role. The ability to use a particular job-crucial technology or software would also hint to recruiters whether you'd need a prolonged period of on-the-job training - or you'd fit right in the job.

But to land your dream role, you'd also need to demonstrate a variety of soft or people resume skills . Employers care about soft skills as they show how each candidate would fit into the team and company culture.

Both types of skills are specific and to best curate them on your resume, you'd need to:

• Create a skill section within which you showcase your hard and soft skills and present how they help you succeed.
• List specific examples of projects, tasks, or competitions, within which your skill set has assisted your results.
• Soft skills are harder to measure, so think about situations in which they've helped you thrive. Describe those situations concisely, focusing on how the outcome has helped you grow as a professional.
• Metrics of success - like positive ROI or optimized workplace processes - are the best way to prove your technical and people skills.

Take a look at some of financial reporting manager industry leaders' favorite hard skills and soft skills, as listed on their resumes.

Top skills for your financial reporting manager resume:

Financial Reporting

Accounting Principles

Financial Analysis

GAAP Compliance

SEC Filings

Internal Controls

Financial Statement Preparation

Tax Compliance

Budgeting and Forecasting

ERP Software Proficiency

Analytical Thinking

Attention to Detail

Communication

Problem-Solving

Time Management

Strategic Planning

Project Management

Adaptability

Listing your education and certifications on your financial reporting manager resume

Don't underestimate the importance of your resume education section . As it may hint at various skills (and experience) that are relevant to the job. When writing your education section:

• Include only higher education degrees with information about the institution and start/end dates
• If you're in the process of obtaining your degree, include your expected graduation date
• Consider leaving off degrees that aren't relevant to the job or industry
• Write a description of your education if it presents you with an opportunity to further showcase your achievements in a more research-focused environment

When describing your certifications on your resume, always consider their relevancy to the role. Use the same format to describe them as you would for your education. If you're wondering what the best certificates out there are for financial reporting manager roles, check out the list below.

The top 5 certifications for your financial reporting manager resume:

• Certified Public Accountant (CPA) - American Institute of Certified Public Accountants (AICPA)
• Chartered Financial Analyst (CFA) - CFA Institute
• Certified Management Accountant (CMA) - Institute of Management Accountants (IMA)
• Chartered Global Management Accountant (CGMA) - American Institute of CPAs (AICPA) & Chartered Institute of Management Accountants (CIMA)
• Certified Financial Services Auditor (CFSA) - The Institute of Internal Auditors (IIA)

Perfecting the Education Section on Your Resume

Professional summary or objective for your financial reporting manager resume.

financial reporting manager candidates sometimes get confused between the difference of a resume summary and a resume objective.

Which one should you be using?

Remember that the:

• Resume objective has more to do with your dreams and goals for your career. Within it, you have the opportunity to showcase to recruiters why your application is an important one and, at the same time, help them imagine what your impact on the role, team, and company would be.
• Resume summary should recount key achievements, tailored for the role, through your career. Allowing recruiters to quickly scan and understand the breadth of your financial reporting manager expertise.

The resume objectives are always an excellent choice for candidates starting off their career, while the resume summary is more fitting for experienced candidates.

No matter if you chose a summary or objective, get some extra inspiration from real-world professional financial reporting manager resumes:

Resume summaries for a financial reporting manager job

• Dedicated CPA with over 12 years of experience expertly leading financial reporting and compliance for multinational corporations. Spearheaded an initiative that slashed report processing time by 30%, showcasing a strong affinity for automation and process improvement. Mastery in GAAP, IFRS, and SAP is complemented by a proven track record in optimizing financial operations.
• Accomplished finance professional bringing 15 years of experience overseeing financial reporting activities within high-growth technology firms. Successfully directed a financial system migration, enhancing reporting accuracy and efficiency. Exceptional command of budget forecasting, regulatory compliance, and strategic planning. Proud recipient of the 'Finance Leader of the Year' award in 2020.
• Former Senior Data Analyst eager to transition into financial reporting management, bringing a robust analytical background, including 8 years leveraging big data insights to drive business strategy and performance. Trained in advanced statistical analysis and possess solid experience with Python and R. Keen to apply analytical acumen to enhance financial reporting precision and facilitate informed decision-making.
• High-performing IT Project Manager with a decade of success in software deployment and process optimization, ready to segue into financial reporting management. Adept at cross-functional team leadership and complex problem-solving. Seeking to leverage project management skills to improve financial reporting accuracy and drive effective financial strategies.
• Aspiring to launch a career in financial reporting management, enthusiastic about applying strong analytical abilities and a recent Master's degree in Finance. Eager to develop expertise in regulatory compliance, financial analysis, and report generation within a dynamic and growth-oriented financial environment.
• Recent Finance graduate poised to contribute keen analytical skills and a fresh perspective to the field of financial reporting management. Driven to excel in financial analysis and eager to undertake challenges that will help facilitate accurate financial reporting and support effective decision-making processes in a fast-paced corporate setting.

Four more sections for your financial reporting manager resume

Your financial reporting manager resume can be supplemented with other sections to highlight both your personality and efforts in the industry. Use the ones you deem most relevant to your experience (and the role):

• Awards - to celebrate your success;
• Interests - to detail what you're passionate about outside of work (e.g. music, literature, etc.);
• Publications - to show your footprint in the wider community;
• Projects - to pinpoint noteworthy achievements, potentially even outside of work.

Key takeaways

• All aspects of your resume should be selected to support your bid for being the perfect candidate for the role;
• Be intentional about listing your skill set to be balanced with both technical and people capabilities, while aligning with the job;
• Include any experience items that are relevant to the role and ensure you feature the outcomes of your responsibilities;
• Use the summary or objective as a screenshot of your best experience highlights;
• Curate various resume sections to showcase personal, transferable skills.

Looking to build your own Financial Reporting Manager resume?

• Resume Examples

How to Ace Your Job Search with a Little Help from ChatGPT

Make your linkedin profile stand out and get noticed with these 18 expert tips, how to harness social media to find your dream job, how to write a career change resume summary with examples, what are action words used for in a resume.

• Create Resume
• Terms of Service
• Privacy Policy
• Cookie Preferences
• Resume Templates
• AI Resume Builder
• Resume Summary Generator
• Resume Formats
• Resume Checker
• Resume Skills
• How to Write a Resume
• Modern Resume Templates
• Simple Resume Templates
• Cover Letter Builder
• Cover Letter Examples
• Cover Letter Templates
• Cover Letter Formats
• How to Write a Cover Letter
• Resume Guides
• Cover Letter Guides
• Job Interview Guides
• Job Interview Questions
• Career Resources
• Meet our customers
• Career resources
• English (UK)
• French (FR)
• German (DE)
• Spanish (ES)
• Swedish (SE)

© 2024 . All rights reserved.

Made with love by people who care.

• Resume Builder
• Resume Templates
• Resume Formats
• Resume Examples
• Cover Letter Builder
• Cover Letter Templates
• Cover Letter Formats
• Cover Letter Examples
• Career Advice
• Interview Questions
• Resume Skills
• Resume Objectives
• Job Description
• Job Responsibilities
• FAQ’s

Financial Reporting Manager Resume Examples

Writing a resume for a Financial Reporting Manager is no easy task. After all, you are trying to make sure that you stand out from the crowd and demonstrate why you are the best candidate for the job. To help you make a great impression, this guide provides an overview of what employers look for when hiring for a Financial Reporting Manager role, how to structure your resume, plus resume examples and templates to help you get started. Whether you have years of experience in finance or are just starting out, this guide will provide you with all the information you need to write a compelling resume that will get you noticed.

If you didn’t find what you were looking for, be sure to check out our complete library of resume examples .

Start building your dream career today! 

Create your professional resume in just 5 minutes with our easy-to-use resume builder!

Financial Reporting Manager

123 Main Street | Anytown, USA 99999 | Phone: (123) 456-7890 | Email: [email protected]

Seasoned Financial Reporting Manager with over 10 years of experience in the finance industry, specializing in financial reporting, analysis and budgeting. Proven track record of providing accurate financial data and insights to executive teams, resulting in sound business decisions. Adept at developing and implementing new financial processes, leveraging technology and software solutions to enhance accuracy and efficiency. Experienced in working with cross- functional teams with a focus on exceeding customer expectations and driving bottom- line results.

Core Skills :

• Financial Reporting
• Financial Analysis
• Budget Preparation
• Risk Management
• Cost Management
• Business Strategy
• Strategic Planning
• Process Improvement
• Systems Analysis
• Data Modeling

Professional Experience : Financial Reporting Manager ABC Corporation, Chicago, IL 2015 – Present

• Oversee the financial reporting process, ensuring adherence to accounting principles and requirements
• Prepare and analyze monthly and quarterly financial reports for executive teams and external partners
• Develop and implement new financial processes to ensure accuracy and efficiency
• Analyze financial data and generate insights to support strategic decision- making
• Evaluate risk and cost management initiatives, making recommendations for improvement
• Design and implement data models to support financial analysis

Budget Manager ABC Corporation, Chicago, IL 2013 – 2015

• Managed budget preparation and forecasting activities, developing and maintaining effective budgeting processes
• Analyzed monthly financial performance against budgeted figures
• Conducted meetings with key stakeholders to discuss budget performance and identify areas of improvement
• Collaborated with cross- functional teams to develop and implement strategic plans that met business goals
• Evaluated financial systems and processes, recommending improvements to maximize efficiency

Education : Bachelor of Science in Finance University of Chicago, Chicago, IL 2009 – 2013

Create My Resume

Build a professional resume in just minutes for free.

Financial Reporting Manager Resume with No Experience

Recent college graduate with a Bachelor’s degree in Accounting seeking to leverage my educational background to become a Financial Reporting Manager. Utilizing my excellent organizational, communication and problem- solving skills to ensure accuracy and efficiency.

• Ability to develop financial models for forecasting
• Strong working knowledge of U.S. GAAP/IFRS
• Proficient in Microsoft Office Suite and financial management software
• Strong analytical skills with the ability to interpret data
• Excellent written and verbal communication skills

Responsibilities

• Develop and maintain financial documents and records
• Prepare and analyze monthly financial statements
• Track and report financial transactions and results
• Analyze business transactions and results for accuracy
• Identify discrepancies and recommend corrective actions
• Provide timely reports to management for strategic decision making
• Develop and implement accounting policies and procedures
• Perform financial reconciliations to ensure accuracy of data

Experience 0 Years

Level Junior

Education Bachelor’s

Financial Reporting Manager Resume with 2 Years of Experience

Highly organized and detail- oriented professional with 2 years of experience in the financial services industry. Possesses a combination of solid technical skills, analytical thinking, and problem solving aptitude, which have been honed and perfected through various complex assignments. Expert in financial reporting, accounting operations, financial analytics, and taxation regulations. Exceptional interpersonal, communication, and leadership skills allow for successful relationship- building. Excels in fast- paced, complex environments, and driving business objectives through strategic financial initiatives.

• Financial Analytics
• Taxation Regulations
• Accounting Operations
• Interpersonal and Communication Skills
• Leadership and Problem Solving

Responsibilities :

• Prepared and reported financial statements for the company, including income statement, balance sheet, and cash flow statements.
• Developed financial reporting processes, including internal and external reporting standards.
• Handled the day- to- day accounting operations, such as accounts payable, accounts receivable, payroll, and invoicing.
• Ensured compliance with federal, state, and local taxation regulations.
• Developed financial models to track and forecast business performance.
• Developed and implemented operational processes for improved efficiency.
• Prepared monthly, quarterly, and year- end financial analysis and reports to management.
• Collaborated with cross- functional teams to develop and improve financial reporting practices.
• Analyzed financial performance trends and make recommendations for cost savings.

Experience 2+ Years

Financial Reporting Manager Resume with 5 Years of Experience

A highly organized and detail- oriented financial reporting manager with 5+ years of experience. Proven track record of creating and maintaining accurate financial reporting processes and procedures, overseeing the development of financial reports, preparing reports for executives and board of directors, and monitoring the performance of financial reports. Ability to analyze financial data and develop comprehensive financial reports that meet business objectives. Experienced in building and managing relationships with employees, clients and vendors.

• Budgeting and Forecasting
• Financial Modeling
• Internal Controls
• Accounting and Taxation
• Project Management
• Problem Solving
• Develop and maintain financial reporting procedures and processes
• Create and review financial reports for executive and board of directors
• Develop financial models for forecasting and budgeting
• Monitor financial performance of reports and analyze financial data
• Develop strategies to improve financial reporting processes and procedures
• Ensure timely and accurate financial reporting
• Manage relationships with employees, clients and vendors
• Develop internal controls and risk management protocols
• Oversee audit and taxation processes
• Execute project management duties, including timeline and resource planning

Experience 5+ Years

Level Senior

Financial Reporting Manager Resume with 7 Years of Experience

I am a highly motivated and organized Financial Reporting Manager with 7 years of experience leading teams, developing financial systems and creating meaningful financial documents. I have a proven track record of success in creating financial statements and reports to provide stakeholders with the accurate and up- to- date information they need. I have experience in a variety of industries, with a focus on developing financial models to support corporate decision- making. My passion for financial accuracy and accountability makes me an ideal candidate for any role within the financial sector.

• Variance Analysis
• Problem- Solving
• Excel Proficiency
• Developing financial statements and reports for management review.
• Establishing financial systems and procedures to ensure accuracy of data.
• Performing variance analysis to detect potential issues in financial statements.
• Working closely with internal and external stakeholders to ensure accuracy of financial reporting.
• Conducting audit of financial statements to ensure compliance with established regulations.
• Collaborating with other departments to develop and implement risk management strategies.
• Analyzing data and creating financial models to support corporate decision making.
• Developing budgets and tracking financial performance.
• Identifying and implementing process improvements to increase efficiency and accuracy.

Experience 7+ Years

Financial Reporting Manager Resume with 10 Years of Experience

Highly experienced Financial Reporting Manager with 10 years of experience in providing accurate and timely reporting and financial analysis. Proven ability to develop accurate financial reports and to improve accounting systems and processes. Expert knowledge in financial forecasting, budgeting, developing financial plans and maintaining financial records. Adept in identifying cost savings and working closely with management to create and implement business strategies.

• Financial forecasting
• Financial planning
• Financial reporting
• Financial analysis
• Accounting systems
• Cost savings
• Business strategies
• Reporting accuracy
• Timely reporting
• Maintaining financial records
• Develop and analyze financial reporting and annual budgeting plans
• Prepare financial statements on a monthly and annual basis
• Develop and maintain accurate financial records
• Analyze financial data and identify cost savings opportunities
• Work closely with management to develop and implement business strategies
• Provide financial advice to management on business operations
• Monitor financial performance and make recommendations for improvements
• Ensure accurate and timely financial reporting

Experience 10+ Years

Level Senior Manager

Education Master’s

Financial Reporting Manager Resume with 15 Years of Experience

Highly experienced Financial Reporting Manager with 15 years of proven track record in managing, controlling, and executing financial reporting and analysis. Skilled in developing accurate, timely and high quality financial information to support strategic decisions and business objectives. Adept in evaluating and improving existing reporting processes, creating and implementing policies and procedures, and establishing effective control environment. Possesses excellent communication, problem- solving, and project management skills.

• Financial Reporting & Analysis
• Budgeting & Forecasting
• Financial Planning & Analysis
• Risk Management & Compliance
• Business Process Improvement
• Data Analysis & Management
• Internal Controls & Audit
• Develop and execute financial reporting processes, policies, and procedures in compliance with internal and external requirements
• Prepare and analyze monthly and quarterly financial statements and reports
• Perform financial analysis in order to identify areas of improvement and cost reduction
• Evaluate and recommend financial systems and develop detailed financial models for forecasting and budgeting
• Monitor and analyze the impact of operational changes on financial results and metrics
• Ensure accuracy and completeness of financial data, and develop effective internal control processes
• Lead and coordinate projects to ensure timely completion of financial reporting
• Provide guidance and training to employees on financial reporting, budgeting, and forecasting
• Collaborate with other departments in developing and planning strategies to achieve business objectives
• Develop and maintain strong relationship with external auditors and other stakeholders

Experience 15+ Years

Level Director

In addition to this, be sure to check out our resume templates , resume formats ,  cover letter examples ,  job description , and  career advice  pages for more helpful tips and advice.

What should be included in a Financial Reporting Manager resume?

A Financial Reporting Manager plays a critical role in ensuring that the organization’s financial reporting is accurate, compliant and timely. As such, a Financial Reporting Manager should have a comprehensive resume that showcases their qualifications and experience.

Below are some key elements that should be included in a Financial Reporting Manager resume:

• Bachelor’s degree in Accounting, Finance or related field
• CPA license
• Proven experience as a Financial Reporting Manager in a multinational organization
• In-depth knowledge of applicable accounting standards (GAAP and IFRS)
• Demonstrable experience in financial statement preparation
• Good understanding of internal control systems
• Proficiency in Microsoft Office Suite, and financial reporting and analysis software
• Excellent communication and presentation skills
• Ability to handle multiple tasks and tight deadlines

What is a good summary for a Financial Reporting Manager resume?

A Financial Reporting Manager is responsible for overseeing the accurate financial reporting and filing of all financial documents. They must ensure accuracy in all reporting and filing activities, and ensure that all financial records are up-to-date, accurate and comply with all applicable laws and regulations. The ideal Financial Reporting Manager resume should include all experience with financial reporting, filing and accounting principles, as well as any related certifications, such as a Certified Public Accountant (CPA) or Certified Management Accountant (CMA). Additionally, the resume should include any software or computer skills that may be applicable to the position. Finally, the resume should include any relevant education or certification for the position, such as a degree in accounting or financial management. This information, along with a well-crafted summary, will help employers quickly assess the qualifications of a Financial Reporting Manager and make an informed decision about their candidacy.

What is a good objective for a Financial Reporting Manager resume?

A Financial Reporting Manager is responsible for managing the financial reporting process, from creating and analyzing reports to preparing and delivering presentations. When writing a resume for this position, crafting a strong objective statement is important as it will introduce you to potential employers and help you stand out from other candidates.

Below are some examples of good objectives for a Financial Reporting Manager resume:

• To leverage extensive financial reporting and analytics experience to ensure accurate and timely financial reporting.
• Seeking a Financial Reporting Manager role to utilize strong analytical skills and knowledge of financial reporting systems to drive organizational performance.
• To utilize excellent communication, management and problem-solving skills to help business partners become better informed decisions makers.
• To obtain a Financial Reporting Manager role where I can apply my expertise in accounting and financial reporting to improve operations and increase accuracy.
• To secure a Financial Reporting Manager role and use my knowledge of financial reporting to add value to a company and its stakeholders.

By crafting a well-written objective statement, a Financial Reporting Manager can demonstrate their ability to bring value to an organization. Make sure to include relevant skills, certifications, and accomplishments to maximize your chances of success.

How do you list Financial Reporting Manager skills on a resume?

Financial Reporting Managers oversee the financial reporting process of an organization. It is a highly specialized field that requires strong technical, analytical, and managerial skills. When writing a resume for a Financial Reporting Manager position, you should list the most important skills required for the job. Here are some examples of skills that could be included:

• Technical: Advanced knowledge of financial reporting procedures and requirements, experience with accounting software, ability to analyze financial data.
• Analytical: Ability to interpret financial statements, strong problem-solving skills, attention to detail.
• Management: Excellent organizational skills, ability to meet deadlines, ability to coordinate and manage staff.
• Communication: Excellent written and verbal communication skills, the ability to communicate technical information to non-technical staff.
• Leadership: The ability to lead, motivate, and inspire staff, ability to identify and resolve issues, create new processes and procedures.

What skills should I put on my resume for Financial Reporting Manager?

A Financial Reporting Manager is a critical role responsible for gathering and preparing financial reports. If you’re looking to make your resume stand out, here are the skills you should be sure to include:

• Strong Accounting Knowledge: Financial Reporting Managers must have a strong understanding of accounting principles and be able to produce accurate financial reports. Highlight any courses you’ve taken that pertain to accounting, as well as any certifications indicating proficiency in the field.
• Financial Analysis: A Financial Reporting Manager must be able to analyze financial data, interpret results, and effectively communicate in a clear and concise way. Be sure to include any past experience that has required you to analyze financial data and effectively explain findings.
• Attention to Detail: Producing accurate financial statements is critical, so attention to detail is a must for Financial Reporting Managers. Showcase experiences that require you to pay close attention to detail, such as auditing or working with complex financial data sets.
• Organizational Skills: Financial Reporting Managers must be able to organize and distribute financial reports in a timely and efficient manner. Highlight any experience you’ve had in organizing and managing large amounts of data.
• Advanced Technology Skills: Financial Reporting Managers must be comfortable working with financial software and other technology tools. Make sure to include any advanced technology skills you have such as experience with databases, spreadsheets, or even coding.

By making sure to include these important skills on your resume, you’ll be well on your way to securing your dream job as a Financial Reporting Manager.

Key takeaways for an Financial Reporting Manager resume

As a Financial Reporting Manager, your resume should highlight your technical background, as well as your experience in management and data analysis. Your resume should also demonstrate your ability to work collaboratively with other departments, such as accounting and finance. Here are some key takeaways to help you make the most of your resume and stand out from the competition:

• Demonstrate your technical abilities: As a Financial Reporting Manager, you need to have a strong understanding of financial reporting, data analysis, and accounting. Include any certifications, training, or advanced degree you have in finance or accounting on your resume.
• Highlight your management experience: Showcase your ability to effectively manage people, processes, and systems. Describe any successes you have had in managing projects or teams as a Financial Reporting Manager.
• Show your problem-solving skills: Financial Reporting Managers need to be able to troubleshoot and solve complex issues. Demonstrate your ability to analyze data, identify trends, and make decisions.
• Detail your communication skills: Include examples of how you have effectively communicated complex financial information to stakeholders. Also, highlight any experience you have in customer service or sales.
• Show your team-working ability: Many Financial Reporting Managers need to work closely with other departments in the organization. Show that you can collaborate effectively with other teams and departments.

By following these tips, you can make sure your resume stands out and reflects your abilities as a Financial Reporting Manager. Include these key takeaways in your resume to get the attention of hiring managers and land your dream job.

Let us help you build your Resume!

Make your resume more organized and attractive with our Resume Builder

Privacy preference center

We care about your privacy

When you visit our website, we will use cookies to make sure you enjoy your stay. We respect your privacy and we’ll never share your resumes and cover letters with recruiters or job sites. On the other hand, we’re using several third party tools to help us run our website with all its functionality.

But what exactly are cookies? Cookies are small bits of information which get stored on your computer. This information usually isn’t enough to directly identify you, but it allows us to deliver a page tailored to your particular needs and preferences.

Because we really care about your right to privacy, we give you a lot of control over which cookies we use in your sessions. Click on the different category headings on the left to find out more, and change our default settings.

However, remember that blocking some types of cookies may impact your experience of our website. Finally, note that we’ll need to use a cookie to remember your cookie preferences.

Without these cookies our website wouldn’t function and they cannot be switched off. We need them to provide services that you’ve asked for.

Want an example? We use these cookies when you sign in to Kickresume. We also use them to remember things you’ve already done, like text you’ve entered into a registration form so it’ll be there when you go back to the page in the same session.

Thanks to these cookies, we can count visits and traffic sources to our pages. This allows us to measure and improve the performance of our website and provide you with content you’ll find interesting.

Performance cookies let us see which pages are the most and least popular, and how you and other visitors move around the site.

All information these cookies collect is aggregated (it’s a statistic) and therefore completely anonymous. If you don’t let us use these cookies, you’ll leave us in the dark a bit, as we won’t be able to give you the content you may like.

We use these cookies to uniquely identify your browser and internet device. Thanks to them, we and our partners can build a profile of your interests, and target you with discounts to our service and specialized content.

On the other hand, these cookies allow some companies target you with advertising on other sites. This is to provide you with advertising that you might find interesting, rather than with a series of irrelevant ads you don’t care about.

Financial Reporting Manager Resume Example

Get invited for more job interviews & get inspiration for your own resume with our free, downloadable Financial Reporting Manager resume example. Copy-paste this resume sample as it is or modify it in any way using our easy-to-use resume maker.

Related resume guides and samples

How to build a professional executive resume?

Handy tips on how to build an effective product manager resume

How to build an effective project manager resume

How to craft an appealing risk manager resume?

How to write a top-notch strategy manager resume

Financial Reporting Manager Resume Example (Full Text Version)

Jan lehtinen.

Dynamic senior finance accounting professional with a strong background in forecasting, budget creation, cost reduction, financial reporting, analysis, and management. Acknowledged for sound decision-making talents borne of intense data analysis, business acuity, and big-picture vision. Successful at managing multiple complex assignments while meeting tight deadlines. Visionary change agent who build and leads motivated teams to drive organizational success within diverse industries and sectors, across domestic, international and emerging markets, and in the face of challenging economic conditions.

Areas of expertise:

• Experience in using innovative technical solutions to drive efficiencies and solve problems. Commercial acumen and pragmatism.
• Strong communication skills, both verbal and written. Ability to build and sustain strong relationships with colleagues and lead firmwide teams of mixed grades and experience. Ability to manage and develop colleagues at all levels, providing support and training where necessary.
• Experience in understanding the business environment and the interconnectivity of projects, on a local and global level. Ability to apply knowledge from previous global experiences and share knowledge and insight.

PROFESSIONAL EXPERIENCE

Key Responsibilities & Contributions:

• Responsible for managing all aspects of the financial reporting including preparation, review, and distribution of internal and external financial reports and statements.
• Prepared presentations for the Board and Audit Committee highlighting the Agency’s financial activity, reporting changes, and relevant analysis.
• Prepared consolidated balance sheets, profit and loss statements, and cash flow statements.
• Managed the preparation of work papers supporting SEC financial filings requirements including financial statements, footnote disclosures, MD&A.
• Enhanced and recommended improved internal controls for accounting and financial reporting.
• Maintained reporting procedures to comply with internal control requirements.
• Managed the timeline and collection of the information required from various teams across the company. Owed the relationship with the external audit team to ensure a seamless audit process.
• Managed the relationship with the company's client-facing accounting technical team to obtain independent sign-off on significant accounting issues.
• Managed colleagues and supported the team's overall development.
• Assisted in the preparation and filing of all SEC financial reports (not limited to, but including Form 10-K, Form 10-Q, Form 11-K, and Form 8-K).
• Monitored and ensured timely identification and compliance with evolving accounting guidance as it relates to external reporting.
• Created and maintained the SEC calendar to inform parties of necessary deadlines for the following processes: Form 10-Q/K and earnings release.
• Provided direct support on various special projects.

Graduated with Honors

HIGHLIGHTS OF EXPERTISE

Milan Šaržík, CPRW

Milan’s work-life has been centered around job search for the past three years. He is a Certified Professional Résumé Writer (CPRW™) as well as an active member of the Professional Association of Résumé Writers & Careers Coaches (PARWCC™). Milan holds a record for creating the most career document samples for our help center – until today, he has written more than 500 resumes and cover letters for positions across various industries. On top of that, Milan has completed studies at multiple well-known institutions, including Harvard University, University of Glasgow, and Frankfurt School of Finance and Management.

Edit this sample using our resume builder.

Let your resume write itself — with ai..

Similar job positions

Product Manager Finance Analyst Tax Services Office Staff Facilities Manager Accountant Project Manager Front Desk Receptionist Auditor Personal Assistant Strategic Manager Administration

Related finance analyst resume samples

Related administrative cover letter samples

Let your resume do the work.

Join 5,000,000 job seekers worldwide and get hired faster with your best resume yet.

Financial Reporting Manager Resume Samples

The financial reporting managers take charge of preparing financial filing and managing the entire financial reporting section of the organization. By collaborating with the accounting department, these managers are expected to execute some chief roles and responsibilities such as – helping management in making crucial financial decisions , monitoring company-s financial statements and reporting of the same, advising on budgeting, preparing activity reports and ensuring that all legal requirements are met. These managers are also responsible for improving financial allocations and making ways to reduce expenditures.

In order to complete the reporting manager task successfully, these managers are expected to focus on skills such as – financial reporting experience, accounting expertise, a strong understanding of SEC reporting process and proficiency in MS Office applications. While a Bachelor-s degree is mandatory to become a financial reporting manager, portraying a Master-s degree in the Financial Reporting Manager’s Resume is sure to broaden career options.

• Resume Samples
• Financial Reporting Manager

Financial Reporting Manager Resume

Summary : Finance Leader with proven knowledge and expertise in acquisitions and mergers Possesses exceptional innovative analytical abilities to systematize processes with strong organization skills that drive teams to achieve business objectives.

Skills : Management, Decision Making Skills.

Description :

• Responsible for all financial reporting for the Operation. Prepared key monthly forecast and variances analysis.
• Responsible for the month-end close submission reports to corporate.
• Strengthened the budget process by streamlining the reporting into one centralized database.
• Developed a report for the sales department to help them allocate sales by the label and improved the process to update the sales.
• Assisted with the implementation of a new forecasting system, creating a more efficient and streamlined process.
• Created consolidated financial statements, cash flow statements, and other financial reports used for analysis in a four separate channel company.
• Worked directly with our third-party fulfillment center on inventory, logistics, and reporting.

Financial Reporting Manager III Resume

Summary : To establish a long-term career in a company where I may utilize my Financial Reporting Manager III professional skills and knowledge to be an effective Associate Program Manager and inspiration to those around me.

Skills : Finance, Management.

• Managed SEC reporting for financial statement presentation and disclosure.
• Prepared reports for senior management and Board of Directors.
• Developed and maintained complex computer-based analyses and reports of accounting records on a regular basis.
• Maintained record-keeping for fixed assets, stock compensation, and tax credits.
• Streamline financial processes and improve organization-wide efficiencies through excellent organizational skills and attention to detail.
• Preparation of quarterly and annual SEC filings with a focus on accuracy, timely execution and total regulatory compliance.
• Consistently meet deadlines while demonstrating strong analytical and problem-solving skills to achieve corporate objectives.

Financial Reporting Manager/Representative Resume

Summary : A professional accountant, who has completed all ACCA professional exams and holds a master's degree in Internal Auditing and Management.

Skills : Accounting, Problem Solving Skills.

• Responsible for preparing the monthly reporting package, which includes the consolidation of multiple entities in local and foreign currency.
• Maintained and creates reports in the system for financial reporting purposes.
• Ensured a timely and accurate month-end closing, including accruals and recording of the cost of revenues.
• Technical expert of the accounting department; provides guidance on complex transactions.
• Reviewed journal entries and monthly reconciliations.
• Prepared audit schedules for external auditors, provide support during the audit, and drafts financial statements with related notes.
• Assisted with preparing annual budget and audits.

Financial Reporting Manager/Co-ordinator Resume

Summary : Consistently work to drive cross-divisional communication and strengthen financial resolve in relation to policy development and improvement.

Skills : Analysis, Finance.

• Responsible for directing the annual audit reports and performing GAAP research.
• Consistently worked to prepare core financial statements and mitigate long-term debt risk.
• Managed annual audit reports and evaluated capital expenditure forecasting.
• Charged with derivative accounting management to improve business productivity.
• Charged with assessing operating productivity and working to improve departmental efficiency.
• Handled sequential report creation and key financial statement analysis.
• Performed capital expenditure reviews, risk analysis, and cash flow evaluation.

Financial Reporting Manager II Resume

Headline : A financial reporting manager is responsible for preparing government financial filings and coordinating the company's legal and financial teams.

Skills : Microsoft Office, Accounting Skills.

• Reported on the company's ASOP and 401K plans.
• Worked jointly with internal and external auditors, including coordination of annual audits.
• Assisted with the creation and consolidation of the company's annual budget.
• Participated as a subject matter expert in the implementation of the SAP enterprise system for the company.
• Contributed to a million acquisition, providing all guidance on purchase accounting.
• Functioned as the key employee in assimilating the new company's accounting personnel.
• Prepared tax schedules for external tax preparers.

Financial Reporting Manager I Resume

Objective : Accomplished Senior Corporate Accountant with expertise in providing detailed financial analysis and end-user-friendly reporting in the financial services industry.

• Trained staff on how to use new accounting software and how to build reports in Business Objects.
• Consolidated the financial operations of the Greater NY chapter into the National Red Cross financial structure.
• Effectively managed a staff of three through the period of change.
• Supervised direct reports and managed the monthly and annual closing process.
• Ensured that all expenses and revenue were booked in the proper period.
• Reviewed and approved journal entries, fixed assets, investment schedules, general ledger, and bank reconciliations.
• Financial Statement preparation in accordance with GAAP.

Financial Reporting Manager/Analyst Resume

Headline : Experienced finance professional is responsible for financial reporting, budget, and system administration, Managing all aspects of supporting HELIOS for the North America Region.

Skills : Budgeting, Management.

• Prepared and analyzed financial reports for internal departments, managers, and Board members.
• Prepared annual budgets for departments.
• Managed General Ledger, Financial Reporting, and Fixed Assets staff.
• Prepared or reviewed monthly reconciliations related to various balance sheet and income statement accounts.
• Participated in the development and testing of custom ERP solutions.
• Assisted other areas as needed: Accounts Payable, Payroll, Cost Accounting, Grower Accounting.
• Responsible for warehouse expense forecasting and ad hoc project management.

Associate Financial Reporting Manager Resume

Headline : Highly qualified Financial Reporting Manager with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and would excel in the collaborative environment.

Skills : Management, Technical Skills.

• Managed all P & L functions for two divisions of a multinational company.
• Designed and developed operational and capital budgets for operating units.
• Produced monthly forecasting models to ensure budgetary compliance.
• Led the accounting conversion team for the implementation of a system.
• Improved month-end close from seven to four days.
• Corporate Internal Auditor Planned supervised and conducted financial and operational audits at locations nationwide.
• Rewrote the audit procedure manual, focusing on operational results to assist bottom-line improvement.

Asst. Financial Reporting Manager Resume

Objective : Enjoy creative problem solving and getting exposure on multiple projects, and would excel in the collaborative environment on which the company prides itself.

Skills : Management, Accounting.

• Reconciled cash to bank statements per assigned entities to determine accurate cash position monthly.
• Monthly operated reporting for consolidations, intercom any eliminations and adjustments.
• Prepared monthly closing schedules for financial reporting and accounting.
• Performed research and analysis on high-level SEC and technical accounting issues.
• Reported to the controller monthly for upper management review detailing the company's financial position.
• Prepared and recorded monthly revenue accruals. General ledger entries and reconciliation of accounts.
• Assisted in drafting financial statement footnotes.

Lead Financial Reporting Manager Resume

Summary : Comprehensive finance and operations management expertise, with leadership success in both high growth and turnaround environments, including a division of a publicly-traded international company.

Skills : Management, Finance.

• Supervised staff accountants and accounting information systems employees.
• Assisted with SAP implementations and sub-ledger system conversions.
• Prepared monthly flash vs actual comparisons.
• Monitored and oversee general ledger activities for Americas division.
• Developed and prepared operational and financial reports for senior management.
• Coordinated and oversee external audit functions.
• Assisted with the annual budgeting process of financial and capital.

Headline : Responsible for Leading support and administer of both functional and technical changes to HELIOS in support of modified business requirements; modeling set-ups; validation routines; and global product hierarchies.

• Managed SOX compliance, budgets, and year-end audit.
• Coordinated the transition of roles and responsibilities offshore.
• Spearheaded continuity training and process documentation across all sites.
• Final reconciliation review for critical/high volume accounts.
• Reviewed AP/AR credit memos and journal entries.
• Provided coaching and support for all staff.
• Monthly closings and reconciliations of entities totaling in excess of four billion dollars.

Table of Contents

Recent posts, download this pdf template., creating an account is free and takes five seconds. you'll get access to the pdf version of this resume template., choose an option., unlock the power of over 10,000 resume samples., take your job search to the next level with our extensive collection of 10,000+ resume samples. find inspiration for your own resume and gain a competitive edge in your job search., get hired faster with resume assistant., make your resume shine with our resume assistant. you'll receive a real-time score as you edit, helping you to optimize your skills, experience, and achievements for the role you want., get noticed with resume templates that beat the ats., get past the resume screeners with ease using our optimized templates. our professional designs are tailored to beat the ats and help you land your dream job..

• ResumeBuild
• Financial Reporting Manager

5 Amazing financial reporting manager Resume Examples (Updated 2023) + Skills & Job Descriptions

Build your resume in 15 minutes, financial reporting manager: resume samples & writing guide, irving clark, professional summary, employment history.

• Monitor and review financial performance metrics
• Analyze financial data and provide financial insights to management
• Coordinate the audit process with external auditors
• Develop financial models and projections
• Identify areas of improvement in financial reporting
• Supervise and mentor junior staff
• Prepare and review tax returns
• Analyze financial risks and develop risk management strategies

Do you already have a resume? Use our PDF converter and edit your resume.

• Liaise with internal and external stakeholders
• Ensure compliance with relevant accounting standards, regulations, and policies
• Monitor cash flow and liquidity
• Develop and implement financial reporting processes and procedures
• Prepare and analyze financial statements and reports

Jonathan Turner

• Manage the preparation of the annual budget

Zack Roberts

Not in love with this template? Browse our full library of resume templates

Table of Content

• Introduction
• Resume Samples & Writing Guide
• Resume Example 1
• Resume Example 2
• Resume Example 3
• Resume Example 4
• Resume Example 5
• Jobs Description
• Jobs Skills
• Technical Skills
• Soft Skills
• How to Improve Your Resume
• How to Optimize Your Resume
• Cover Letter Example

financial reporting manager Job Skills

For an financial reporting manager position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.

How to include technical skills in your resume:

Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few. Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."

• Data Analysis
• Project Management
• Financial Management
• Database Management
• Risk Management
• Quality Assurance
• Troubleshooting
• Computer Literacy
• Technical Writing
• Business Acumen
• Process Improvement
• Visualization
• Strategic Thinking
• Regulatory Compliance
• Financial Modeling
• Tax Preparation
• Investment Analysis.

How to include soft skills in your resume:

Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently. Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.

• Communication
• Interpersonal
• Time Management
• Problem Solving
• Decision Making
• Critical Thinking
• Adaptability
• Organization
• Public Speaking
• Negotiation
• Conflict Resolution
• Attention to Detail
• Self-Motivation
• Stress Management
• Collaboration
• Emotional Intelligence
• Flexibility
• Reliability
• Professionalism
• Customer Service
• Presentation
• Written Communication
• Social Media
• Supervisory
• Documentation
• Relationship Management.

How to Improve Your financial reporting manager Resume

Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.

Yvette Davis

• Prepear and revieuw tax retuns.
• Develope and implement financial reporting processes and proceduers.
• Liaise wit internel and externel stakeholder's.
• Develp annd maintian internall controlls.
• Anaylze financail risks an develop risk managment strategys.
• Coordenate the audit proccess with externel auditors.
• Develp and implemnt financail repoting proceses and proceduers.
• Prepere and anaylze finanical statments and report's.
• Coördinate the audit proccess wîth externâl audîtors.

Avoid Spelling Mistakes and Include your Contact Information

Missing contact information prevents recruiters from understanding you're the best fit for the position..

• Make sure you're not missing contact information on your resume. That should include your full name, telephone number and email address.
• Make sure to use a professional email address as part of your contact information.
• Highlight your contact information and double check that everything is accurate to help recruiters get in touch with you.

How to Optimize Your financial reporting manager Resume

Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.

Yolanda Young

• Develop and maintain internal controls

Unexplained Year Gaps and Missing Job Experiences are a No-no

Gaps in your resume can prevent recruiters from hiring you if you don't explain them..

• It's okay to have gaps in your work experience but always offer a valid explanation instead of just hiding it.
• Use the gap to talk about positive attributes or additional skills you've learned.
• Be honest and straightforward about the gap and explain it using a professional summary.

financial reporting manager Cover Letter Example

A cover letter can be a valuable addition to your job application when applying for an financial reporting manager position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.

To the Recruitment Team at Citigroup

I am writing to express my interest in the Senior Financial Reporting Manager role at Citigroup. As a Financial Reporting Manager with 13 years of experience, I am confident that I possess the necessary skills and qualifications to excel in this position.

Growing up, I always had a fascination with Corporate Finance. As I pursued my education and gained experience in this field, I realized that this was where I could make the most impact. I have had the opportunity to work on things throughout my career like personal projects and voluntary work, which have developed in me a deep understanding of the challenges and opportunities in this field. I am excited to bring my passion and expertise to the role at and help your organization achieve its goals.

Thank you for considering my application for the Senior Financial Reporting Manager role. I am very passionate about this field and possess a deep understanding of the industry so, I am thrilled about the opportunity to contribute to your organization's success.

Showcase your most significant accomplishments and qualifications with this cover letter. Personalize this cover letter in just few minutes with our user-friendly tool!

Related Resumes & Cover Letters

Contemporary

Professional

Looking to explore other career options within the Financial Services field?

Check out our other resume of resume examples.

• Entry-level Financial Analyst Resume
• Finance Resume
• Investment Banking Resume
• Investment Banking Analyst Resume
• Portfolio Manager Resume
• Financial Advisor Resume
• Financial Analyst Resume
• Credit Analyst Resume
• Hedge Fund Analyst Resume

FIND EVERYTHING YOU NEED HERE.

IF YOU HAVE QUESTIONS, WE HAVE ANSWERS.

4 Ways a Career Test Can Jump-Start Your Future (and Help Your Resume)

If you’re looking for a fresh path or a new passion, a career test could help you find it. You can take these tests online, in the comfort of your...

Avoid These 3 Resume Mistakes at All Costs

Your resume is your first impression for a prospective employer. The way you present yourself in that little document can make or break you – it can clinch you an...

Resume Design Tips and Tricks

Creating a resume that stands out from the rest doesn’t have to be rocket science. With just a few tips and tricks, you can make your professional resume a shining...

Build your Resume in 15 minutes

Financial Reporting Manager Resume Sample

Home » Accounting Finance Resume Samples » Financial Reporting Manager Resume Sample

Are you a  Financial Reporting Manager by profession and looking for a career change? We have good news for you! use our job-winning professional  Financial Reporting Manager Resume Sample  template. You don’t have to start writing from scratch. Just click “Edit CV” and modify it with your details. Update the template fonts and colors to have the best chance of landing your dream job. Find more  CV Templates.

Steven Harry

Financial reporting manager.

Highly accomplished financial reporting manager with 10+ years of experience in preparing accurate and timely financial statements. Expertise in managing the entire financial reporting process, including consolidation, variance analysis, and reconciliation. Proven ability to ensure compliance with accounting regulations and standards. Strong leadership and problem-solving skills, successfully leading teams to meet deadlines and achieve organizational goals.

• Forecasting
• Financial analysis
• Compliance management
• Risk assessment
• Audit coordination
• Team leadership
• Data analysis
• Process improvement
• Financial reporting software proficiency

Work Experience

• Creating and maintaining financial reports and statements
• Analyzing and interpreting financial data to provide insights and recommendations to management
• Ensuring compliance with accounting principles and regulatory requirements
• Overseeing the preparation and submission of financial reports to external stakeholders, such as investors, lenders, and regulatory bodies
• Managing the financial reporting process, including coordinating with other departments and teams to gather necessary information and input
• Keeping abreast of changes in accounting standards and regulations, and implementing necessary updates to financial reporting processes and practices
• Developing and implementing internal controls and policies to ensure the accuracy and integrity of financial reporting
• Training and mentoring team members on financial reporting best practices and procedures
• Participating in financial planning and forecasting activities
• Assisting in the preparation of financial presentations and disclosures for senior management and board of directors
• Conducting financial analysis and performance assessments to support decisionmaking processes.
• Prepare and oversee the timely and accurate completion of financial reports, including quarterly and annual financial statements
• Ensure compliance with relevant accounting standards, regulations, and company policies
• Coordinate with external auditors for the annual audit process
• Analyze financial data and provide insights and recommendations to management
• Support the development and implementation of accounting policies and procedures
• Stay updated on new accounting regulations and standards and assess their impact on financial reporting
• Train and mentor junior staff members in financial reporting processes and procedures

Masters in Finance

Bachelors in business administration, career expert tips:.

• Always make sure you choose the perfect resume format to suit your professional experience.
• Ensure that you know how to write a resume in a way that highlights your competencies.
• Check the expert curated popular good CV and resume examples

Exploring the Role of a Financial Reporting Manager

In the dynamic realm of finance, the position of a Financial Reporting Manager plays a crucial role in steering organizations towards fiscal success. This role demands a unique blend of financial expertise, analytical skills, and a keen eye for detail. Let’s delve into the multifaceted responsibilities and requirements that define the role of a Financial Reporting Manager, a position where financial acumen meets strategic leadership.

Key Responsibilities of a Financial Reporting Manager

The responsibilities of a Financial Reporting Manager span a spectrum of financial activities, each contributing to the organization’s financial health and compliance. Let’s unravel the core responsibilities that define this role:

• Preparing accurate and timely financial statements, a cornerstone for informed decision-making.
• Ensuring compliance with financial regulations and accounting standards, safeguarding the organization’s legal standing.
• Coordinating and overseeing the financial reporting team, fostering a collaborative and efficient work environment.
• Analyzing financial data and trends, providing insights to support strategic financial planning.
• Collaborating with internal and external auditors, facilitating smooth and successful audits.
• Implementing and improving financial reporting processes, optimizing efficiency and accuracy.
• Staying abreast of changes in financial regulations, adjusting reporting processes accordingly.

Each responsibility is a vital thread in the fabric of financial management, contributing to the overall success of the organization.

Qualifications and Skills Required for the Role

Becoming a Financial Reporting Manager is a journey that demands a specific set of qualifications and skills. Let’s explore the prerequisites that one needs to fulfill to excel in this pivotal role:

• A Bachelor’s or Master’s degree in Finance, Accounting, or a related field, showcasing a strong foundation in financial principles.
• Professional certifications such as CPA (Certified Public Accountant) or CMA (Certified Management Accountant), demonstrating a commitment to excellence.
• Profound knowledge of financial reporting standards, including GAAP (Generally Accepted Accounting Principles) and IFRS (International Financial Reporting Standards).
• Strong analytical skills, with the ability to interpret complex financial data and trends.
• Excellent communication and interpersonal skills, crucial for collaboration with cross-functional teams and external stakeholders.
• Leadership and managerial skills, honed through experiences and possibly through courses and certifications.
• Proficiency in financial software and tools, ensuring efficient and accurate reporting processes.

Securing additional certifications or continuous education in finance can elevate your profile in the competitive financial landscape.

Crafting a Winning Financial Reporting Manager Resume

Your resume is a key tool in showcasing your qualifications and experiences as a Financial Reporting Manager. Here are some tips to craft a resume that stands out:

• Highlight your experience in preparing complex financial statements, emphasizing your attention to detail and accuracy.
• Showcase instances where you led successful compliance initiatives, ensuring the organization adheres to financial regulations.
• Quantify your achievements, using metrics to demonstrate the impact of your financial analyses and reporting improvements.
• List relevant certifications prominently, indicating your commitment to professional development in the financial domain.
• Personalize your resume for the specific role, aligning your experiences with the expectations outlined in the job description.

Your resume is not just a document but a narrative of your financial expertise and leadership journey.

Financial Reporting Manager Resume Summary Examples

Your resume summary is the gateway to your professional story, encapsulating your experiences, skills, and the value you bring to the organization. Here are some examples to inspire you:

• “Dedicated Financial Reporting Manager with over 8 years of experience, adept at leading financial teams and implementing streamlined reporting processes.”
• “Results-driven CPA with a proven track record in ensuring financial compliance and delivering accurate and insightful financial reports as a Financial Reporting Manager.”
• “Experienced Financial Reporting Manager with expertise in implementing financial software solutions, contributing to enhanced efficiency in reporting procedures.”

Each summary is a snapshot of your financial journey, showcasing your strengths and vision as a Financial Reporting Manager.

Building Your Financial Reporting Manager Resume Experience Section

The experience section is the heart of your resume, narrating the story of your career journey. Here are some examples to guide you:

• “Led a team of financial analysts in the preparation of quarterly financial statements, contributing to a 15% improvement in reporting accuracy.”
• “Initiated and managed a comprehensive compliance audit, ensuring the organization’s adherence to updated financial regulations.”
• “Implemented a new financial reporting software, reducing reporting time by 20% and enhancing data accuracy.”

Each experience is a chapter in your financial book, illustrating challenges met, solutions found, and successes achieved.

Educational Background for Your Financial Reporting Manager Resume

Your educational journey is the foundation of your financial expertise. Here’s how you can showcase your educational milestones:

• Master of Science in Finance, XYZ University, a journey of in-depth financial learning and specialization, 2015.
• Bachelor of Business Administration in Accounting, ABC University, the cornerstone of your financial career, 2012.
• CPA (Certified Public Accountant) Certification, a testament to your commitment to excellence in financial reporting, 2016.

Each educational qualification is a stepping stone, leading you to the pinnacle of success in your financial reporting career.

Skills Essential for a Financial Reporting Manager

Your skill set is your arsenal, equipped with tools honed over the years. Let’s list down the essential skills for a Financial Reporting Manager:

Soft Skills:

• Leadership and team management, the ability to guide financial teams towards success.
• Communication and interpersonal skills, crucial for conveying financial insights effectively.
• Problem-solving abilities, the knack for finding solutions in complex financial scenarios.
• Attention to detail, the meticulous approach to ensuring accuracy in financial reporting.
• Adaptability and resilience, the strength to navigate changing financial landscapes.

Hard Skills:

• Proficiency in financial analysis, with a deep understanding of financial data interpretation.
• Knowledge of financial reporting standards, ensuring compliance with accounting principles.
• Expertise in financial software and tools, facilitating efficient and accurate reporting processes.
• Strategic financial planning, contributing to the organization’s fiscal success.
• Audit coordination, ensuring successful interactions with internal and external auditors.

Each skill is a tool, aiding you in providing exceptional financial leadership and reporting.

Common Mistakes to Avoid in Your Financial Reporting Manager Resume

As you craft your resume, it’s essential to avoid common pitfalls that can hinder your journey to securing a role as a Financial Reporting Manager. Here are some mistakes to steer clear of:

• Using a generic resume template, failing to highlight your unique strengths and experiences.
• Focusing solely on job duties, rather than showcasing your achievements and impact in each role.
• Underestimating the importance of a cover letter, a valuable opportunity to connect with potential employers.
• Overloading your resume with industry jargon, potentially alienating readers who may not be familiar with specific terms.
• Neglecting proofreading, a mistake that can impact your professional image.

Avoiding these mistakes will help you create a resume that is both authentic and compelling.

Key Takeaways for Your Financial Reporting Manager Resume

As we conclude this comprehensive guide, let’s recap the key points to keep in mind while crafting your Financial Reporting Manager resume:

• Emphasize your experience in financial statement preparation and compliance management.
• Showcase your leadership skills in guiding financial teams and implementing efficient reporting processes.
• Quantify your achievements, using metrics to highlight the impact of your financial analyses and process improvements.
• Include a section on continuous learning, demonstrating your commitment to staying updated with financial regulations and industry trends.

Finally, feel free to utilize resources like AI Resume Builder , Resume Design , Resume Samples , Resume Examples , Resume Skills , Resume Help , Resume Synonyms , and Job Responsibilities to create a standout application and prepare for the Financial Reporting Manager job interview questions .

Your resume is not just a document; it is a canvas where you paint your career story, a story of growth, learning, and financial leadership. Best of luck!

Check Other Great Resumes:

• DevOps Engineer Resume Sample
• Back-End Developer Resume Sample
• Procurement Manager Resume Sample
• Front-End Developer Resume Sample
• Family Physician Resume Sample
• Loan Officer Resume Sample
• Personal Banker Resume Sample
• Bank Teller Resume Sample
• Full-Stack Developer Resume Sample

More Resume Examples:

Privacy overview.

Senior Manager, Financial Reporting Resume Sample

The resume builder.

Create a Resume in Minutes with Professional Resume Templates

Work Experience

• Preparation, supervision and filing of all quarterly and annual reporting requirements to owners and lenders, including the financial statements and disclosures, covenant compliance and MD&A
• Support the Financial Planning & Analysis and Investor Relations organizations with the preparation of slides to be used in financial presentations, both internal and external
• Supports the world-wide monthly consolidation process to ensure financial reports are prepared efficiently and accurately for senior management and the Board of Directors
• Reviews monthly, quarterly and annual reporting of financial information prepared by the Consolidations and Corporate Accounting teams
• Acts as a resource for the business units and Corporate finance for accounting, business process and financial questions/issues
• Coordinates accounting and reporting matters with public accountants, business unit personnel and various corporate departments
• Manages and directs changes to the HFM reporting structure and assists in HFM transformation projects
• Assists in integration activities related to the Corporate functions of recent mergers
• Ensures proper internal controls are in place and appropriate documentation is maintained related to the Company’s financial reporting
• Lead the adoption of new accounting pronouncements, including the new revenue recognition and lease accounting standards, and train the accounting group on processes necessary to implement the new standards
• Lead interactions with external valuation firms to support all fair value requirements to include merger & acquisition accounting, equity instruments accounted for as liabilities and annual impairment tests
• Gain in-depth understanding of the Company’s operational models and business strategies
• Authority to open GL accounts and create or modify accounting line structures
• Position’s Scope – Support internal and external financial reporting
• Lead projects that impact enterprise external reporting
• The scope of work requires enterprise wide co-ordination with understanding of complex technical accounting knowledge and financial systems
• Group monthly management reporting
• Prepare comprehensive position papers that document and support the Company’s accounting conclusions reached on specific transactions and/or upon adoption on new accounting guidance
• Provide support to the Company’s external auditors during audits and interim reviews
• Entertainment industry expertise helpful
• Thorough knowledge of generally accepted accounting principles and financial statement preparation
• Competent in preparing presentation quality documents and executive level summaries
• Overseeing the Group’s consolidation process of over 30 international entities
• Certified Public Certification or equivalent
• Additional year or more hands-on accounting experience in the private business sector favored

Professional Skills

• Strong computer skills, in particular MS Excel. SAP ECC, BW and BPC experience would be a definite asset
• Strong leadership skills with the ability to lead a finance team, develop staff, implement significant initiatives and drive toward exceptional performance
• An effective communicator with strong verbal and written skills
• Excellent presentation skills (PowerPoint) and proficient in Microsoft Office (Word, Excel)
• Strong verbal communication and relationship management skills
• Proven leadership skills with the ability to develop and mentor staff
• Strong communication skills and ability to quickly develop positive working relationships

How to write Senior Manager, Financial Reporting Resume

Senior Manager, Financial Reporting role is responsible for accounting, research, microsoft, analytical, reporting, training, finance, technical, integration, auditing. To write great resume for senior manager, financial reporting job, your resume must include:

• Your contact information
• Work experience
• Skill listing

Contact Information For Senior Manager, Financial Reporting Resume

The section contact information is important in your senior manager, financial 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
• Telephone number

Work Experience in Your Senior Manager, Financial Reporting Resume

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

Representative Senior Manager, Financial Reporting resume experience can include:

• Use logic to define a problem, collect information, establish facts, draw valid conclusions, interpret information and deal with abstract variables for unique or unfamiliar situations
• Excellent problem-solving and researching skills
• High proficiency in Microsoft Excel and overall computer skills
• Eight (8) years of accounting experience in progressive roles with at least two (2) years experience leading or managing teams
• Strong understanding of U.S. GAAP or knowledge of IFRS including technical accounting and reporting requirements
• Lead other significant projects, including the accounting for M&A transactions, which vary based on AbbVie’s business transactions and priorities

Education on a Senior Manager, Financial Reporting Resume

Make sure to make education a priority on your senior manager, financial 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 manager, financial 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 Manager, Financial Reporting Resume

When listing skills on your senior manager, financial 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 manager, financial reporting skills:

• Strong organizational skills and proven ability to work independently and in various team settings
• Demonstrated strong organizational skills with critical attention to detail
• Demonstrated ability in interacting with all levels of management effectively
• Effective writing, presentation and verbal communication skills
• Strong understanding and proficiency of US GAAP; demonstrated knowledge and ability in researching technical accounting issues and documenting conclusions
• Strong team orientation, with demonstrated ability to build rapport and maintain productive working relationships cross-functionally

List of Typical Experience For a Senior Manager, Financial Reporting Resume

Experience for senior manager financial reporting resume.

• Excellent and written communication skills including ability to communicate to executive management where required
• Relevant experience with emphasis in public company financial reporting and/or public accounting
• Some experience of Treasury accounting would be a benefit
• Effective communication of processes and conclusions to management
• Strong knowledge of US GAAP and SEC reporting and filing requirements
• Review intercompany transactions and prepare consolidated financial statements

Experience For Senior Manager Financial Reporting & Accounting Resume

• Responsible for the preparation and analysis of the Consolidated Statement of Cash Flows
• Ensure deadlines are achieved in a timely manner by prioritizing and delegating workload as necessary
• Demonstrates a very high level of ownership and responsibility
• Improving the reporting methodology, modifying requirements per regulator guidance, identifying streamlining opportunities and redesigning as appropriate
• Developing new reports and on-going enhancements as required using a variety of BI tools
• Assessing requests to determine time frame and allocation of resources; directing and coordinating key activities
• Reviewing the data / analyses and reporting; communicating with clients
• Working knowledge of Workiva (formerly known as Webfilings)

Experience For Senior Manager Financial Reporting & Analysis Resume

• Working knowledge of XBRL
• Provide leadership in the development and improvement of the Company’s global accounting policy and procedures
• Leads/Participates in potential acquisitions/divestitures, accounting policy development and other special projects that are cross-functional in nature
• Recommends changes and develops improved policy and procedures for Financial Reporting function
• Fulfill all major management reporting requirements for Corporate/Divisional needs
• Review, understand and implement of new accounting pronouncements

Experience For Senior Manager, Financial Reporting & M&A Resume

• Perform accounting research and provide mentorship to Abbott Nutrition business as needed
• Lead Abbott Nutrition Finance Master Data, including tie outs of legacy systems with SAP
• Collaborate with the Financial Reporting leadership in the development and implementation of best practices and processes
• Maintain and ensure that all Standard Operating Schedules are current and adhered
• Collaborate with necessary stakeholders to ensure clients' needs are satisfied by providing solutions to ensure client retention
• High level understanding of financial measures of risk adjusted returns; advanced knowledge of risk management best practices

Experience For Senior Manager Financial Reporting & Structured Vehicles Resume

• Assist in the quarter-end reporting process
• Provide the analysis and quarterly benchmarking reviews of Global Wealth Management’s performance vis-à-vis other major Canadian banks
• Gathers business requirements for all system or process enhancements proposed by departmental VP’s
• Proficiency with Microsoft Suite (Excel, Word, PowerPoint) required
• Manage multiple work streams and escalate issues to management as appropriate
• Intermediate to advanced knowledge of MS Excel required
• Preparation of quarterly analyst call information. This includes the preparation of scripts, presentations and Q&A’s, along with any other ancillary information to assist top levels of management (including CEO and CFO) in preparation for conference calls with analysts and press

Experience For Senior Manager, Financial Reporting Resume

• Interface with Company’s executive management, external public accountants, internal accounting, treasury, planning and analysis, and legal departments on an as needed basis
• Assure compliance with SEC requirements for a subsidiary of a public company, FASB, Sarbanes-Oxley Act, financial reporting requirements and direct the preparation of the subsidiary’s input to SEC Forms 10-Q and 10-K. Technical research of significant accounting and reporting related items
• Oversee the preparation of the Company’s periodic SEC filings, including 10Qs, 10Ks and proxy statement
• Assist in the preparation of the 10-Q, 10-K, 8-K (earnings release) and Proxy, including financial statements, footnote disclosures, and MD&A to ensure timely and accurate filings in accordance with SEC rules and regulations
• Research and author memorandums on technical accounting issues
• Help maintain compliance with internal control standards and assist other members of the Company to maintain and update existing Sarbanes-Oxley 404 documentation
• Assist in preparation and review of various equity schedules, including share-based compensation calculations
• Support business development and special projects, as needed
• Manage statutory audit requirements and support international filings
• Active CPA required, with up to date state requirements
• Travel as needed, less than 10% a year
• Prepare financial statements and related financial reports in a Sarbanes-Oxley environment
• Other ad hoc analysis and projects as assigned
• Perform research, provide consultation and prepare/review documentation for complex accounting issues. Assist the business in addressing any complex transactions or accounting related issues
• Implement new accounting standards and participate in the establishment of internal control policies. Advise and provide suggestions for senior management’s consideration for development of accounting policies and processes
• Assist in determining the impact of ASC 606 - Revenue from Contracts with Customers. Participate in creating new processes for the Company’s adoption of ASC 606, including defining new controls, policies and procedures, while providing oversight, guidance and training on revenue recognition to various functional groups across the Company
• Assist in internal and external audits to ensure information being received is correct and done in a timely manner. Participate in meetings with audit team to update progress and make sure their needs are being met
• Provide technical accounting guidance to management on acquisition accounting related matters (e.g., purchase price, working capital, business valuations, etc.) Address any accounting concerns with Purchase Agreements. Ensure accurate reporting of purchase price allocation and valuation of intangible assets
• Extensive computer experience in Excel, Word, PowerPoint
• Responsible for the preparation, review and timely filing of reports for our recently formed mortgage REIT, Tremont Mortgage Trusts, with the SEC. Specific responsibilities include, but are not limited to
• Manages staff responsible for the preparation, analysis and review of financial statements in accordance with US GAAP, IFRS and US Statutory Accounting standards
• Supervise the daily activities of the financial reporting and technical accounting functions
• Ensure accurately and timely filing of all XBRL reporting requirements
• Preparation and review of SEC and Canadian filings, including quarterly and annual reports, Proxy and other current reports (e.g., 8Ks)
• Work with business unit finance leads to prepare and collaborate on financial reporting deliverables for senior management across the Company
• Maintenance of accounting policies and alignment across all Maxar companies
• Champion of our cultural beliefs (Do it Right, Say Anything, Own It, Get Focused, Win Together)
• Research and analyze the Company’s operating results
• Provide leadership and support to Corporate Accounting and Regional Controllership teams
• Manages aspects of the coordination of audit and review processes. Works closely with internal and external auditors
• Manages the design and implementation of SOX controls pertaining to financial reporting processes under the guidance of the Financial Process and Controls team. Maintains an effective control environment through the mitigation and remediation of SOX compliance issues
• Independently manage department workload and proactively identify projects as necessary
• FINRA Series 99 registration required within 90 days of hire/transfer date
• Maintain expertise in technical accounting and financial reporting rules and regulations promulgated by the FASB, SEC and other authoritative accounting bodies that impact the Pharmaceutical industry to ensure the organization is current on technical accounting and reporting matters
• Partner with key stakeholders in the organization to support the Company’s quarterly impairment process reviews
• Assist Investor Relations and Legal departments with quarterly earnings process
• Review customer contracts and assist in the determination of proper revenue recognition in accordance with US GAAP and IFRS
• Mentor team members with a focus on development and retention

List of Typical Skills For a Senior Manager, Financial Reporting Resume

Skills for senior manager financial reporting resume.

• Expert technical skills and a thorough understanding of GAAP, as well as experience developing policies and writing whitepapers for complex accounting issues
• Very strong technical accounting and research skills are required
• Strong interpersonal, written communication and analytical skills, including ability to work with a variety of internal customers
• Excellent analytical, teamwork, and leadership skills
• Strong organizational skills and detail-oriented self-starter with the ability to work independently and collaborate to meet deadlines
• Previous people management experience with demonstrated leadership abilities
• Advanced technical accounting skills and ability to research various accounting issues
• Advanced system skills including MS Excel, Word, and PowerPoint

Skills For Senior Manager Financial Reporting & Accounting Resume

• Approximately 5+ years experience in an accounting/budgeting or financial systems environment required
• Total work experience, including 5+ years serving SEC registrants
• Strong technical accounting and reporting knowledge of US GAAP and knowledge of IFRS
• Track record of meeting deadlines while balancing multiple priorities simultaneously
• Advanced knowledge of SAS (5+ years of programming experience)
• Excellent knowledge of financial reporting and performance management processes
• Good knowledge of International Financial Reporting Standards

Skills For Senior Manager Financial Reporting & Analysis Resume

• Strong understanding of financial statement preparation
• Able to maintain effectiveness in changing work environment and responsibilities
• Experience – with some years of public accounting
• Adaptable to rapidly changing business needs and priorities
• Public accounting experience
• Lead continuous improvement activity of the Company’s SAP system, primarily the business planning and consolidation applications
• Self-motivated, objectives-oriented individual who is able to work under very tight deadlines with a strong attention to detail
• Self-motivated, goal-oriented individual who is able to work under very tight deadlines with a strong attention to detail

Skills For Senior Manager, Financial Reporting & M&A Resume

• Ensure that the Consolidated Financial Statements relate back to the business of CPPIB
• Experience in a managerial role, including latest role
• Previous experience with SEC filings
• Computer competency with familiarity with a variety of application software. Experience with HFM is desirable
• Experience in Finance
• Strong ability to interpret and apply GAAP to real-life issues at hand
• Related work experience
• Strong communication - verbal and written

Skills For Senior Manager Financial Reporting & Structured Vehicles Resume

• Monitor effectiveness and efficiency of processes in compliance with Sarbanes-Oxley requirements
• Coordinate and lead annual goodwill impairment test
• Multi-task, prioritize deadlines, and deliver within timeline constraints
• Preparation of consolidated cash flow statement, segment cash flow statements and earnings per share calculations

Skills For Senior Manager, Financial Reporting Resume

• Consolidation of global Divisional financial information
• Accounting for mergers and acquisitions
• Compiling Regulatory requirements, End User Computing guidelines, RDARR principles and other data-related requirements
• Determining the best data compilation and analysis methods
• Responding to requests from Product Groups (regulatory requirements), other Risk Management functions, Global Finance and Business Lines
• Knowledge of purchasing accounting / investment accounting required
• Support all areas of finance by reviewing and concluding on the accounting for new agreements that the Company enters into
• Global subject matter expert on technical accounting and reporting matters under US GAAP, IFRS, and Indian Accounting Standards
• Ensure global compliance with U.S. generally accepted accounting principles in Abbott Nutrition’s accounting and financial reporting
• Responsible for supervising, developing and coaching a staff of 6 finance professionals
• Participate in the implementations, testing, and troubleshooting of accounting systems
• Communicate with various internal groups to gather relevant information for decision-making related to proper accounting treatment for significant transactions
• Write technical memos supporting significant accounting positions
• Participate in month-end and year-end close processes, including assisting with internal and external audits and review
• Manage quarterly non-routine transaction accounting and forecasting process
• Ensure compliance with evolving accounting guidance, provide U.S. GAAP interpretation and prepare technical memos
• Knowledge and understanding of relevant legal and regulatory requirements, such as SEC reporting requirements and Sarbanes-Oxley Act (SOX) or equivalent
• Leads technical accounting research and analysis projects and oversees the review and interpretation of new and proposed accounting regulations
• Utilizes expertise to consult members of Finance with work on projects requiring technical accounting information and advice
• Preparation of monthly Flash, Greybook, MFRP and supporting schedules for submission to Corporate Reporting
• Provide global support and mentorship for compliance with CFM, including acting as a liaison between Abbott Corporate and the Abbott Nutrition organization
• Communicate with Internal Audit on scoping, reporting and identified audit issues
• Provide leadership and direction to Financial Reporting leaders by assisting in the investigation and resolution of internal and external problems and concerns
• Oversee research and analysis and assess the impact of U.S. and Canadian accounting standards and pronouncements
• CPA or an MBA in Finance/Accounting
• Can work independently and on a team, depending upon what is needed
• Strategic thinker with knowledge of accounting principles and theories
• Microsoft Office proficiency, including advanced knowledge of excel
• Prepare journal entries; maintain and reconcile detailed ledger accounts for monthly financial close with tight reporting deadlines
• Use GAAP and company policies to problem solve and perform a variety of intricate accounting functions
• Provide analysis and reporting to FleishmanHillard’s parent company
• The ability to meet monthly and quarterly deadlines and apply appropriate judgment to analyzing various business situations
• Assist with preparation and presentation of external financial statements, including footnotes
• Prepare position papers on the Company’s conclusions on technical accounting matters and material contracts

List of Typical Responsibilities For a Senior Manager, Financial Reporting Resume

Responsibilities for senior manager financial reporting resume.

• Advise executive management team, controllership group, financial planning & analysis, treasury, tax, and others of impact of complex transactions and adoption of new accounting standards
• Relevant experience, including experience within a financial reporting department of a publicly traded company
• Experience with internal financial reporting processes (comparing actuals to budget / forecast and help FP&A with analysis and explain actual results)
• Develop and implement process improvements to modernize the external reporting practices, processes and outputs and increase the overall effectiveness
• Post qualification experience at a manager/senior manager level either in industry or practice
• Assist in researching and documenting complex technical accounting issues and SEC reporting requirements
• Mentor and develop the SEC reporting team, taking responsibility for supporting the team and establishing opportunities for growth and development
• Partner with the technical accounting team (as necessary) in the following areas
• Review month-end management reporting schedules and variance analyses

Responsibilities For Senior Manager Financial Reporting & Accounting Resume

• Subject matter expert on financial reporting account and hierarchy structure within Oracle and Prophix
• Leads, coaches, and develops a team of 2-3 financial reporting professionals
• Oversee the processes associated with the financial reporting, year-end audit preparation and the support of budget and forecast activities for clients
• Explain complex accounting concepts to non-accountants
• Proficient with Microsoft Office Suite, including Word, Excel and Power Point

Responsibilities For Senior Manager Financial Reporting & Analysis Resume

• Masters in Accounting and/or MBA
• To support the design and implementation of new and/or changing requirements for both management and regulatory reports
• Facilitate Disclosure Committee meetings
• Coordinate closely with investor relations to ensure accurate reporting and alignment within earnings release, earnings presentation, earnings script, investor presentation materials, etc)
• Assist with the preparation of ad hoc SEC registration statement filings, as necessary

Responsibilities For Senior Manager, Financial Reporting & M&A Resume

• Lead special projects, process improvements, and automation initiatives
• Coordinate and manage timeline of “client assistance” deliverables for external auditors
• Interact with various cultures, backgrounds and levels within the organization
• Recruit and develop talent
• Overall positioning of results and achievements in external communications, including the annual and quarterly Management Discussion & Analysis (MD&A), to strengthen the investor narrative through strong synergies between the strategic, financial performance and business messaging
• Responsible for the overall accuracy, appropriateness, consistency and completeness of the content in the MD&A. Champion best-in-class financial communications
• Provide guidance, instruction and direction to a small team at quarter end that is responsible for checking the accuracy and appropriateness of the financial data. Also oversee the administrative function responsible for updating the content
• Edit the MD&A commentary to provide a unified message that is internally consistent and grammatically accurate

Responsibilities For Senior Manager Financial Reporting & Structured Vehicles Resume

• Coordinate the review of materials by executives, executive committees, KPMG and internal and external legal counsel and address their related questions and feedback in a timely manner
• Monitor strategy, performance management processes and drivers of results to ensure external communications are candid and appropriate to avoid risk to reputation. Monitor the external environment for emerging issues and trends related to disclosure and best practices and recommend and implement changes to our practices
• Monitor peer group disclosure practices and recommend and implement changes to our practices based on observations to ensure the Bank maintains its leadership and reputation related to disclosure and increases its competitive advantage
• Ensure that various formats (including French) of our disclosures are accurate (including our web versions, printed versions and versions filed with OSC and SEC)
• Participate in Investor Relations interactions with rating agencies, investors and analysts related to building and maintaining long-term, constructive relationships with BMO’s investor community
• Assist Corporate Communications with the other external reporting materials including the Annual Information Form, Proxy and Environmental, Social and Governance Report for accuracy and internal consistency, and to ensure the appropriateness of disclosures to external stakeholders

Responsibilities For Senior Manager, Financial Reporting Resume

• Responsible for the preparation, review and timely filing of reports for Senior Housing Properties Trust (Nasdaq: SNH) with the SEC. Specific responsibilities include, but are not limited to
• Responsible for managing the financial planning process, including annual budgets for revenue, gross margin and SG&A, monthly forecasts, business unit segment reporting on a monthly basis and allocations of shared services expense and general costs
• Responsible for financial modeling projects using scenario analysis
• Contribute to creating the reporting package for the Board of Directors and Executive Board meetings
• Oversee and review the XBRL tagging for the Company’s 10-K and 10-Q filings utilizing outside software vendors and consultants
• Manage the company’s internal financial segment reporting process and communicate business drivers to the company’s top management
• Interface with banks, creditors and other external financial institutions as a representative of Newegg
• Provide insights to top management based on financial data
• Review departmental expenses and headcount, highlight challenges to management
• Oversee the maintenance of financial systems and plan for future enhancements
• Complete ad hoc projects and financial analysis as needed
• Prepare and/or review the Company’s SEC filings on Form 10K, 10Q, 8K and other external earnings materials, including detail review of the tie out of the filings to support
• Assist in complex accounting projects, including valuation and accounting for business combinations and accounting for debt and equity instruments, stock-based compensation, and other non-routine accounting entries or analysis
• Assist with management of the external quarterly review and annual audit process, including preparation of various audit support requests and coordination of obtaining support requests from the segment controllers and accou
• Creation and review of financial reporting schedules
• Assist with registration statements and offerings for debt or equity offerings as needed
• Assist in initiating, implementing and executing process improvements and controls, including application of Section 404 of the Sarbanes-Oxley Act, in the areas of financial reporting
• Manage, train, provide coaching and feedback to direct report
• Preparation of SEC filings including 10-K, 10-Q and 8-Ks in addition to XBRL requirements and press releases
• Work with NBCU business controllership teams to gather and support information necessary to address new accounting standard implementations
• Work closely with NBCU business controllership teams on issues impacting financial statement and footnote presentation and disclosure
• Serve as subject matter expert over the BU financial reporting processes
• Manage, train, provide coaching and feedback to direct reports
• Knowledge of common financial reporting technology and ERPs (Oracle, SAP, Hyperion or similar technology solutions)
• Prepare revenue analysis and assist in assessment of complex contracts and transactions
• Assist in the coordination of quarterly reviews and annual audits
• Assist in preparation of internal and external schedules and documentation to facilitate annual audit and tax filings
• Assist with other special projects as requested
• Assist with management of the external and internal quarterly review and annual audit process, including preparation of various audit support requests and coordination of obtaining support from business unit finance teams
• Support the development and implementation of comprehensive enterprise financial reporting process and technology solutions (consolidation and business reporting tool – OneStream), including validation of prior period’s results and/or pro forma results as needed
• Work with the BU finance leaders on key deliverables
• Coordinate with Financial Planning and Analysis teams to manage the flow of budget and forecast data/ information into OneStream and support management reporting processes
• Citizen of The United States or Permanent Resident
• Develops strategy and procedures for the analysis and timely preparation for completion of applicable financial agency filings

Related to Senior Manager, Financial Reporting Resume Samples

Reporting team leader resume sample, senior accountant, financial reporting resume sample, senior financial reporting resume sample, talent relations resume sample, regulatory office resume sample, regulatory risk resume sample, resume builder.

Resume Worded   |  Resume Skills

Skill profile, financial reporting manager, improve your resume's success rate by using these financial reporting manager skills and keywords ..

• Hard Skills and Keywords for your Financial Reporting Manager Resume
• ATS Scan : Compare Your Resume To These Skills
• Sample Resume Templates
• How To Add Skills
• Financial Reporting Manager More Resume Templates

Browse Skills from Similar Jobs

Frequently asked questions.

• 3. Effective Action Verbs for your Resume

Get a Free Resume Review

Looking for keywords for a specific job search for your job title here., © 2024 resume worded. all rights reserved., financial reporting manager resume keywords and skills (hard skills).

Here are the keywords and skills that appear most frequently on recent Financial Reporting Manager job postings. In other words, these are the most sought after skills by recruiters and hiring managers. Go to Sample Templates ↓ below to see how to include them on your resume. Remember that every job is different. Instead of including all keywords on your resume, identify those that are most relevant to the job you're applying to. Use the free Targeted Resume tool to help with this.

• Financial Reporting
• Financial Accounting
• Internal Controls
• Financial Statements
• U.S. Generally Accepted Accounting Principles (GAAP)
• Generally Accepted Accounting Principles (GAAP)
• Sarbanes-Oxley Act
•  Find out what your resume's missing
• Financial Analysis
• U.S. SEC Filings
• General Ledger
• Consolidation
• Financial Audits
• Variance Analysis
• Account Reconciliation
• SEC Financial Reporting
• External Audit
• Internal Audit
• International Financial Reporting Standards (IFRS)
• Expense Budget Management

Resume Skills: Compliance

• Dodd-Frank Act
• SOX Compliance
• Financial Statement Analysis
• Tax Regulations
• Audit Procedures
• Financial Risk Management
• Internal Control Assessments
•  Match your resume to these skills

Resume Skills: Software

• Microsoft Office Suite (Excel, PowerPoint, Word)
• Oracle Financials

Resume Skills: Financial Reporting

• Target costing
• ABC Costing
• ROI Analysis

Resume Skills: Financial Analysis

• Forecasting
• Risk Assessment & Management
• Asset Management
• Investment Strategies
• Corporate Finance
• Investment Analysis
• Risk Management
• Economic Forecasting
• Financial Modeling

Resume Skills: Financial Modeling

• Income Statements
• Balance Sheets
• Cash Flow Statements
• Financial Ratios

Resume Skills: Financial Analysis Tools

Resume skills: languages, resume skills: accounting.

• Cost Accounting
• Managerial Accounting
• Tax Accounting
• International Accounting Standards (IAS)
• Financial statement analysis
• Cash flow analysis
• Financial modeling

  Where on my resume do I add these buzzwords? Add keywords directly into your resume's work experiences , education or projects. Alternatively, you can also include a Skills section where you can list your technical skills in order of your proficiency. Only include these technical skills or keywords into your resume if you actually have experience with them.

   Does your resume contain all the right skills? Paste in your resume in the AI Resume Scan ↓ section below and get an instant score.

Compare Your Resume To These Financial Reporting Manager Skills (ATS Scan)

Paste your resume below and our AI will identify which keywords are missing from your resume from the list above (and what you need to include). Including the right keywords will help you get past Applicant Tracking Systems (i.e. resume screeners) which may scan your resume for keywords to see if you're a match for the job.

Sample Financial Reporting Manager Resume Examples: How To Include These Skills

Add keywords directly into your resume's work experiences , education or skills section , like we've shown in the examples below. use the examples below as inspiration..

  Where on my resume do I add these buzzwords? Add keywords directly into your resume's work experiences , education or projects. Only include these technical skills or keywords into your resume if you actually have experience with them.

How do I add skills to a Financial Reporting Manager resume?

Go through the Financial Reporting Manager posting you're applying to, and identify hard skills the company is looking for. For example, skills like Financial Accounting, U.S. Generally Accepted Accounting Principles (GAAP) and Generally Accepted Accounting Principles (GAAP) are possible skills. These are skills you should try to include on your resume.

Add other common skills from your industry - such as Sarbanes-Oxley Act, Internal Controls and Financial Statements - into your resume if they're relevant.

Incorporate skills - like U.S. SEC Filings, General Ledger and Accounting - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

On Financial Reporting Manager resumes, you should include examples that show you're comfortable dealing with a range of finance responsibilities, from reporting to automating tasks.

As the job title suggests, accounting is a pretty common skill for Financial Reporting Manager roles. Use the infographic for examples of how to show accounting experience.

Try to add the exact job title, Financial Reporting Manager, somewhere into your resume to get past resume screeners. See the infographic for how to do this.

Word Cloud for Financial Reporting Manager Skills & Keywords

The following word cloud highlights the most popular keywords that appear on Financial Reporting Manager job descriptions. The bigger the word, the more frequently it shows up on employer's job postings. If you have experience with these keywords, include them on your resume.

Get your Resume Instantly Checked, For Free

Upload your resume and we'll spot the issues in it before an actual financial reporting manager recruiter sees it. for free., financial reporting manager resume templates.

Here are examples of proven resumes in related jobs and industries, approved by experienced hiring managers. Use them as inspiration when you're writing your own resume. You can even download and edit the resume template in Google Docs.

Resume Example Senior Financial Analyst

An effective Description of the templates...

Download this resume template

Experienced financial analysts may have opportunities to advance into more senior positions. Senior analysts develop high-level financial strategies for companies and help lead project teams. When you’re applying for this position, your resume should reflect an extensive work history in finance as well as leadership experience. Emphasize any prior leadership roles as well as promotions you’ve earned in the past.

Tips on why this template works

   focuses on relevant work history.

To become a senior financial analyst, you’ll typically need several years of experience in finance-related positions. Focus your resume on jobs you’ve held that are directly relevant, and make sure to also highlight your achievements in these roles so hiring managers can see proof of your skills.

   Demonstrates professional growth through promotions

Senior financial analysts need to be leaders who can confidently make decisions, guide teams towards success, and positively influence companies. Having promotions on your resume tells recruiters that you’ve excelled in previous jobs and that you’ve been willing to take on increasing levels of responsibility and challenge.

Resume Example Entry Level/Junior Financial Analyst

Junior financial analysts typically collect and analyze data, create reports, and make policy recommendations based on their findings. While you can get this entry-level job with little to no prior work experience, you’ll be a more competitive candidate if you’ve studied business, finance, economics, or a related field in school. Use your resume to emphasize your educational background, and don’t forget to also list any relevant internships you’ve done.

   Lead with your educational history

If your work history is fairly short, it’s best to lead your resume with your educational history, especially if you majored in a relevant subject area. If you have a bachelor’s degree in business with a minor in analytics and management, mention that up-front to show hiring managers that you’re starting with at least some background in the field.

   Discuss any relevant internship experience (or tailor non-relevant experience to the role)

You may not have held many jobs at this stage in your career, but if you’ve interned in financial analytics, make sure to highlight your internships on your resume. Treat them as you would treat any work experience, adding bullet points to explain what you achieved (such as “generated 10+ new clients through cold calling”).

Resume Example Real Estate Financial Analyst

Real estate financial analysts gather market data, make projections, and offer recommendations to companies about opportunities to invest in property. For this position, your resume needs to show that you are adept at researching, analyzing data, making forecasts, and mitigating risk. Having an understanding of real estate is also a plus, although you don’t need to be an agent.

   Promotions demonstrate strong performance and work ethic

Being promoted by a former employer - especially if you began as an intern - tells recruiters that you’ve shown outstanding progress and potential. Highlight the additional responsibilities you took on (and what you accomplished) as you rose through the ranks at your previous company.

   Tailored to the specific real estate finance job

Real estate finance analytics requires specialized knowledge and skills. To show that you’re the right person for the job, tailor your resume to the position by highlighting your past experiences in real estate, analytics, and other financial roles. Make sure to include hard skills (such as financial modeling, investments, and asset management) in your skills section.

Resume Example Chief Financial Officer (CFO) - 1

The CFO is the top finance position in major companies and the most senior leadership position in the financial industry. As a CFO, you’ll be responsible for your company’s financial actions, including cash flow, financial planning, taxation, and new business ventures. You’ll also be tasked with providing cost-benefit analysis of initiatives across different departments, meaning your resume needs to highlight soft skills like strategic communication alongside technical skills.

   Shows career growth through promotions in finance roles

To land an executive-level role, you’ll need to demonstrate steady career progression. You can show promotions on your resume in two ways — by listing the job titles separately under one company heading, or by emphasizing higher responsibilities in your bullet points. Even without a formal promotion, you can use your accomplishments to demonstrate career growth.

   Focused on finance

With a long enough career under your belt, your past roles may include some outside the finance or business leadership sector. While it can be tempting to include everything, your resume doesn’t need to be a comprehensive overview of your entire job history. Focus on your roles specific to finance, or those demonstrating transferable skills if you’re a career changer.

Resume Example Chief Financial Officer (CFO) - 2

If you’re applying for CFO positions, you’ll need to demonstrate skills in financial analysis and reporting, forecasting, portfolio management, and mergers and acquisitions. You should also emphasize a strong background in auditing or accounting, including a business or finance degree and often a professional finance or accounting qualification like Association of Chartered Certified Accountants (ACCA), Chartered Institute of Management Accountant (CIMA), or Certified Management Accountant (CMA) accreditation.

   Use strong action verbs, focused on finance and leadership

When it comes to your resume, first impressions count — and that goes for your bullet points, too. Start your accomplishments out on the strongest note by using action verbs at the start of each bullet point. Starting your sentences with words like “drove,” “maximized,” and “orchestrated” highlights the specific role you played in each of your achievements.

   Good use of skills section to highlight executive and finance skills

If you’re applying for a CFO position, your skills section needs to include hard finance skills including auditing, forecasting, and private equity. Don’t be tempted to clutter it with unrelated skills, no matter how impressive they are — keeping your skills list short and sweet keeps the focus on what you can bring to this job in particular.

Resume Example E-Commerce Chief Financial Officer

E-Commerce is a growing trend, which means that some companies — particularly larger companies — are hiring specifically for E-Commerce CFOs rather than lumping it in with the regular finance department. As an E-Commerce CFO, you’ll generally need a traditional finance background alongside technical know-how, communication and marketing skills, and experience specifically in E-Commerce. On your resume, emphasize your past E-Commerce roles and highlight transferable skills through your bullet point accomplishments.

   Use a resume title to tailor your resume to E-commerce roles

When applying for a job, it’s always a good idea to list the exact job title at the top of the resume. Where it’s applicable, list past job titles in the same format — for example, listing E-Commerce Chief Financial Officer or E-Commerce Executive Vice President rather than a slightly more generic job title.

   Where relevant, you can list additional certifications relevant to E-Commerce roles

If you’ve picked up a short course or extra qualification that’s relevant to E-Commerce, you can list that briefly in an additional information section at the bottom of your resume. This section should only be a few lines and should be restricted to the move relevant skills or certifications, like technical skills and E-Commerce bootcamps.

What skills should you add to a Financial Reporting Manager resume?

On top Financial Reporting Manager resumes, skills like Financial Reporting, Financial Accounting, Internal Controls, Financial Statements, U.S. Generally Accepted Accounting Principles (GAAP), Generally Accepted Accounting Principles (GAAP), Sarbanes-Oxley Act and Financial Analysis appear most often. Depending on the exact role you're applying to, skills like Budgeting, Accounting, General Ledger, U.S. SEC Filings and Auditing can also be effective keywords to include on your resume.

Target your Resume to a Job Description

While the keywords above are a good indication of what skills you need on your resume, you should try to find additional keywords that are specific to the job. To do this, use the free Targeted Resume tool. It analyzes the job you are applying to and finds the most important keywords you need on your resume. It is personalized to your resume, and is the best way to ensure your resume will pass the automated resume filters. Start targeting your resume

Most resumes get auto-rejected because of small, simple errors. These errors are easy to miss but can be costly in your job search. If you want to make sure your resume is error-free, upload it to Score My Resume for a free resume review. You'll get a score so you know where your resume stands, as well as actionable feedback to improve it. Get a free resume review

Scan your skills and keywords.

Creating an account is free and takes five seconds. you'll get instant access to all skills and keywords, plus be able to score your resume against them - no strings attached., choose an option..

• Have an account? Sign in

E-mail Please enter a valid email address This email address hasn't been signed up yet, or it has already been signed up with Facebook or Google login.

Password Show Your password needs to be between 6 and 50 characters long, and must contain at least 1 letter and 1 number. It looks like your password is incorrect.

Remember me

Forgot your password?

Sign up to get access to Resume Worded's Career Coaching platform in less than 2 minutes

Name Please enter your name correctly

E-mail Remember to use a real email address that you have access to. You will need to confirm your email address before you get access to our features, so please enter it correctly. Please enter a valid email address, or another email address to sign up. We unfortunately can't accept that email domain right now. This email address has already been taken, or you've already signed up via Google or Facebook login. We currently are experiencing a very high server load so Email signup is currently disabled for the next 24 hours. Please sign up with Google or Facebook to continue! We apologize for the inconvenience!

Password Show Your password needs to be between 6 and 50 characters long, and must contain at least 1 letter and 1 number.

Receive resume templates, real resume samples, and updates monthly via email

By continuing, you agree to our Terms and Conditions and Privacy Policy .

Lost your password? Please enter the email address you used when you signed up. We'll send you a link to create a new password.

E-mail This email address either hasn't been signed up yet, or you signed up with Facebook or Google. This email address doesn't look valid.

Back to log-in

Find out what keywords recruiters search for. These keywords will help you beat resume screeners (i.e. the Applicant Tracking System).

   get a resume score., find out how effective your resume really is. you'll get access to our confidential resume review tool which will tell you how recruiters see your resume..

Thank you for the checklist! I realized I was making so many mistakes on my resume that I've now fixed. I'm much more confident in my resume now.

Top 12 Financial Reporting Manager Skills to Put on Your Resume

Crafting an impactful resume as a Financial Reporting Manager requires highlighting a unique set of skills that showcase your expertise in financial management and reporting. In an increasingly competitive job market, emphasizing these top skills can set you apart, demonstrating your ability to effectively oversee financial operations and communicate complex financial information.

Financial Reporting Manager Skills

• GAAP Compliance
• IFRS Knowledge
• Excel Mastery
• QuickBooks Proficient
• SAP Experience
• Oracle Financials
• Financial Analysis
• Budget Forecasting
• SEC Filings
• XBRL Reporting
• Hyperion Planning
• Data Visualization (e.g., Tableau)

1. GAAP Compliance

GAAP Compliance refers to adhering to Generally Accepted Accounting Principles, a set of rules and standards for financial reporting in the U.S., ensuring transparency, consistency, and integrity in financial statements. For a Financial Reporting Manager, it means preparing and presenting financial reports in accordance with these principles.

Why It's Important

GAAP compliance ensures financial reports are accurate, consistent, and comparable, providing a reliable basis for decision-making for stakeholders, including investors, lenders, and regulators. For a Financial Reporting Manager, it is crucial for upholding the integrity and transparency of financial information, facilitating trust, and complying with legal requirements.

How to Improve GAAP Compliance Skills

Improving GAAP (Generally Accepted Accounting Principles) compliance involves several key steps for a Financial Reporting Manager. Here’s a concise guide:

Stay Updated: Regularly review updates from the Financial Accounting Standards Board (FASB) for the latest GAAP standards and interpretations.

Implement Strong Internal Controls: Establish and maintain robust internal control systems for financial reporting to ensure accuracy and compliance with GAAP. COSO’s Internal Control Framework can be a valuable resource.

Continuous Training: Ensure that your finance team receives ongoing training on GAAP standards. Online resources like AICPA’s Learning can be very helpful.

Use GAAP-Compliant Software: Adopt financial software that supports GAAP compliance, making it easier to adhere to reporting standards. Research and choose software that best fits your company’s needs.

External Audits: Regularly schedule audits with reputable external auditors to review your financial statements and processes. This can provide an independent perspective on your compliance level.

Documentation: Maintain detailed documentation of all financial transactions and the company's reporting process. This is crucial for both internal reviews and external audits.

By focusing on these key areas, a Financial Reporting Manager can significantly improve GAAP compliance within their organization.

How to Display GAAP Compliance Skills on Your Resume

2. IFRS Knowledge

IFRS knowledge refers to the understanding and application of the International Financial Reporting Standards, a set of accounting principles that dictate how financial transactions and reports should be recorded and presented globally. For a Financial Reporting Manager, this knowledge is crucial for ensuring accurate and compliant financial reporting across international operations.

IFRS knowledge is essential for a Financial Reporting Manager as it ensures accurate, consistent, and transparent financial reporting across global markets, facilitating comparability and informed decision-making for investors, regulators, and other stakeholders.

How to Improve IFRS Knowledge Skills

To improve your IFRS knowledge as a Financial Reporting Manager, follow these concise steps:

IFRS Foundation and IASB Resources - Begin with the IFRS Foundation and International Accounting Standards Board (IASB) for official standards, updates, and educational materials.

Professional Courses - Enroll in specialized IFRS courses offered by professional bodies like ACCA, AICPA, or local accounting institutes.

Reading and Research - Regularly read IFRS-related articles, updates, and interpretations on sites like Deloitte IAS Plus for a global perspective on standards.

Practice and Application - Apply your knowledge through practical exercises and scenarios. Websites like PwC's IFRS zone offer case studies and examples.

Networking and Forums - Join IFRS discussion forums and LinkedIn groups to exchange knowledge and experiences with peers.

Continuous Learning - Stay updated with IFRS amendments and new standards through continuous professional development (CPD) courses and webinars offered by professional accounting organizations.

By following these steps and utilizing these resources, you can enhance your IFRS knowledge effectively.

How to Display IFRS Knowledge Skills on Your Resume

3. Excel Mastery

Excel Mastery, for a Financial Reporting Manager, entails advanced proficiency in Excel functions and features such as pivot tables, macros, complex formulas, and data visualization tools to efficiently manage, analyze, and report financial data, enhancing accuracy and decision-making.

Excel mastery is crucial for a Financial Reporting Manager because it enables efficient and accurate data analysis, financial modeling, and report generation, facilitating informed decision-making and compliance with regulatory standards.

How to Improve Excel Mastery Skills

To improve Excel mastery, especially for a Financial Reporting Manager, focus on these key areas:

Advanced Formulas : Master complex formulas that are crucial for financial analysis. ExcelJet is a great resource for learning these formulas.

PivotTables and Pivot Reporting : PivotTables are powerful for summarizing, analyzing, exploring, and presenting your data. Microsoft's guide offers a comprehensive overview.

Data Validation and Conditioning : Ensure data integrity by mastering data validation techniques. Excel Easy offers a straightforward guide.

Macros and VBA : Automate repetitive tasks and enhance report functionalities. Chandoo provides excellent tutorials for beginners and intermediate users.

Power Query and Power Pivot : Leverage these Excel add-ins for powerful data import, manipulation, and analysis. Microsoft's Power Pivot tutorial is a good starting point.

Dynamic Arrays : Utilize dynamic arrays to work with arrays returned by an array formula. ExcelJet’s Dynamic Arrays guide can help you get started.

Financial Modeling : Understand how to build financial models in Excel. Corporate Finance Institute provides tips and best practices.

Practice : Regular practice is key. Participate in forums like MrExcel or Reddit’s r/excel for community support and challenges.

Enhancing these skills will significantly improve your Excel mastery for financial reporting and analysis.

How to Display Excel Mastery Skills on Your Resume

4. QuickBooks Proficient

QuickBooks Proficient refers to a high level of expertise in using QuickBooks software for managing and reporting a company's financial data, essential for a Financial Reporting Manager to accurately track transactions, prepare financial statements, and analyze financial performance.

QuickBooks proficiency is important for a Financial Reporting Manager as it enables efficient, accurate financial data management and reporting, thus ensuring compliance, aiding in strategic decision-making, and optimizing financial operations.

How to Improve QuickBooks Proficient Skills

Improving QuickBooks proficiency, especially for a Financial Reporting Manager, involves a combination of hands-on practice, formal training, and continuous learning. Here's a concise guide:

Get Certified : Enroll in the QuickBooks Certification program through QuickBooks ProAdvisor to deepen your understanding and validate your skills.

Utilize QuickBooks Training Resources : Access various QuickBooks Tutorials for free, covering everything from basic to advanced features.

Join QuickBooks Community : Participate in the QuickBooks Community forums to share insights and get answers to complex scenarios from other professionals.

Attend Webinars and Workshops : Look for webinars and workshops, such as those offered through the Intuit QuickBooks Training website, that are specifically designed for financial professionals.

Practice Regularly : Apply the new features and techniques you learn in your daily work. The more you use QuickBooks, the more proficient you will become.

Stay Updated : QuickBooks frequently updates its software. Keep an eye on What’s New in QuickBooks to leverage the latest features and improvements.

Networking : Join LinkedIn groups or other professional networks focused on QuickBooks. Networking with other professionals can provide practical tips and new perspectives.

By combining certification, continuous learning, and practical application, you can significantly improve your QuickBooks proficiency, making you a more effective Financial Reporting Manager.

How to Display QuickBooks Proficient Skills on Your Resume

5. SAP Experience

SAP experience for a Financial Reporting Manager refers to proficiency in using SAP software, specifically its financial accounting and controlling modules, to manage financial reporting processes, analyze financial data, and ensure compliance with accounting standards.

SAP experience is crucial for a Financial Reporting Manager because SAP is a leading enterprise resource planning (ERP) software used globally for financial management and reporting. Familiarity with SAP enables efficient processing, analysis, and reporting of financial data, streamlining financial operations and ensuring accuracy and compliance in financial statements.

How to Improve SAP Experience Skills

Improving your SAP experience, especially as a Financial Reporting Manager, requires a focus on enhancing system knowledge, leveraging automation, and customizing reports for insightful analysis. Here are concise steps to achieve this:

Enhance System Knowledge : Enroll in SAP's official training courses to deepen your understanding of SAP financial modules. Specialize in courses like SAP S/4HANA for financial accounting and controlling.

Leverage Automation : Utilize SAP's intelligent robotic process automation to automate repetitive tasks, allowing more time for strategic analysis.

Customize Financial Reports : Master the use of SAP's Report Painter and SAP Fiori to customize and visualize financial reports, making them more insightful and decision-ready.

Implement Best Practices : Refer to SAP's Best Practices Explorer to streamline financial processes and reporting in line with industry standards.

Peer Collaboration : Join the SAP Community to exchange knowledge, tips, and tricks with peers, staying updated on the latest financial reporting trends and SAP features.

By focusing on these areas, you can significantly improve your SAP experience, making financial reporting more efficient and insightful.

How to Display SAP Experience Skills on Your Resume

6. Oracle Financials

Oracle Financials, part of Oracle's E-Business Suite, is a comprehensive suite of financial management applications designed to automate and streamline an organization's financial processes, including general ledger, accounts payable, accounts receivable, fixed assets, and cash management, providing real-time visibility into financial data for accurate reporting and decision-making.

Oracle Financials is crucial for a Financial Reporting Manager as it offers comprehensive financial management solutions that streamline processes, enhance accuracy in financial reporting, and ensure compliance with global accounting standards, thereby facilitating informed decision-making and strategic planning.

How to Improve Oracle Financials Skills

Improving Oracle Financials, particularly for a Financial Reporting Manager, involves a combination of leveraging Oracle's advanced features, staying updated with the latest releases, and implementing best practices tailored to your organization's needs. Here are concise steps to enhance Oracle Financials efficiency:

Stay Updated : Ensure your Oracle Financials system is up-to-date to take advantage of the latest features and improvements. Oracle's Release Readiness provides resources and documentation on new functionalities.

Customize Reports : Utilize Oracle Financials' reporting tools like Financial Reporting Studio (FRS) and Smart View. Customizing reports to fit your specific needs can provide better insights. The Oracle Smart View page offers guidance on creating dynamic reports.

Automate Processes : Implement automation within Oracle Financials for repetitive tasks such as data entry, report generation, and reconciliation processes. This Oracle Automation link provides information on streamlining financial operations.

Leverage Oracle Cloud : If not already, consider migrating to Oracle Cloud for improved scalability, security, and performance. Oracle Cloud Financials offers real-time financial management. Explore more at Oracle Cloud Financials.

Training and Support : Continually train your team on Oracle Financials functionalities. Oracle University offers comprehensive training and certification programs for financial reporting managers and their teams.

Implement Best Practices : Adhere to best practices for financial data management, including regular audits, data validation, and security protocols. Oracle's Best Practices for Financials provides a starting point.

By following these steps and leveraging the resources provided, a Financial Reporting Manager can significantly improve the efficiency and utility of Oracle Financials within their organization.

How to Display Oracle Financials Skills on Your Resume

7. Financial Analysis

Financial analysis involves evaluating financial statements and related data to assess a company's performance, liquidity, profitability, and sustainability, guiding strategic decision-making and reporting for financial managers.

Financial analysis is crucial for a Financial Reporting Manager as it enables informed decision-making by assessing the company's financial health, efficiency, and performance. This analysis supports strategic planning, risk management, and compliance, ensuring the organization's financial stability and growth.

How to Improve Financial Analysis Skills

Improving financial analysis, particularly for a Financial Reporting Manager, involves enhancing data accuracy, adopting advanced analysis tools, and continuous learning. Here's a concise guide:

Enhance Data Accuracy : Ensure that all financial data is accurate and up-to-date. Implementing automated data collection and validation processes can reduce errors. QuickBooks and Xero are examples of software that help in managing financial data efficiently.

Adopt Advanced Analysis Tools : Utilize advanced financial analysis tools and software for deeper insights. Tools like Tableau for data visualization or Microsoft Power BI can help in interpreting complex financial data more effectively.

Continuous Learning : Stay updated with the latest financial analysis techniques and industry trends. Online courses from platforms like Coursera or Udemy offer courses on financial analysis and reporting.

Benchmarking and Competitor Analysis : Regularly compare your company's financial performance with industry benchmarks and competitors. Seeking Alpha provides financial news and analysis, which can be useful for this purpose.

Strengthen Financial Forecasting : Improve your forecasting by using historical data and market trends. Forecasting software like Planful can streamline this process.

Regulatory Compliance : Ensure all financial reporting complies with relevant accounting standards and regulations. Staying informed through IFRS or FASB websites is crucial.

Stakeholder Communication : Enhance how financial analyses and reports are communicated to stakeholders. Tools like Prezi can help in creating engaging presentations.

By focusing on these areas, a Financial Reporting Manager can significantly improve the quality and impact of financial analysis.

How to Display Financial Analysis Skills on Your Resume

8. Budget Forecasting

Budget forecasting is the process of estimating future financial outcomes by analyzing historical data and trends to guide spending, revenue, and resource allocation decisions, crucial for a Financial Reporting Manager to ensure accurate financial planning and organizational performance tracking.

Budget forecasting is crucial for a Financial Reporting Manager as it enables strategic planning, ensures financial stability, guides decision-making, and facilitates effective allocation of resources, thereby enhancing overall organizational performance and mitigating financial risks.

How to Improve Budget Forecasting Skills

Improving budget forecasting involves a strategic approach that focuses on accuracy, adaptability, and alignment with organizational goals. Here are concise strategies for a Financial Reporting Manager to enhance budget forecasting:

Leverage Historical Data : Use past financial results as a baseline, adjusting for known changes and market conditions. Tools like QuickBooks can help analyze historical data.

Implement Rolling Forecasts : Transition from traditional annual budgets to a rolling forecast approach for more flexibility and real-time adjustments. CCH Tagetik offers insights on rolling forecasts.

Utilize Forecasting Software : Adopt advanced forecasting software that incorporates AI and machine learning for more accurate predictions. Prophix and Adaptive Insights are examples.

Enhance Collaboration : Ensure that all relevant departments contribute to the forecasting process for a comprehensive view. Collaboration tools like Slack can facilitate communication.

Scenario Planning : Regularly perform scenario planning to anticipate potential future changes and their impacts. The Balanced Scorecard Institute discusses strategic planning and scenario analysis.

Continuous Learning and Training : Stay informed on the latest forecasting methods and financial trends. Websites like CFO.com offer articles, webinars, and resources for financial professionals.

Monitor Key Performance Indicators (KPIs) : Identify and track KPIs relevant to your organization's financial health and goals. KPI.org provides resources on selecting and managing KPIs.

By focusing on these areas, a Financial Reporting Manager can significantly improve the accuracy and reliability of budget forecasts, leading to better financial decision-making and strategic planning.

How to Display Budget Forecasting Skills on Your Resume

9. SEC Filings

SEC filings are official documents submitted by publicly traded companies to the U.S. Securities and Exchange Commission (SEC), containing detailed information about the company's financial performance, operational activities, and corporate governance. These filings are essential for financial reporting managers to ensure compliance with regulations, facilitate transparency, and provide investors with critical data for decision-making.

SEC filings are crucial for a Financial Reporting Manager as they ensure regulatory compliance, provide transparency to investors, and support accurate and timely financial reporting, which is essential for informed decision-making and maintaining investor trust.

How to Improve SEC Filings Skills

Improving SEC filings, particularly for a Financial Reporting Manager, involves enhancing accuracy, transparency, and compliance. Here are concise strategies:

Stay Updated : Regularly review SEC guidelines and updates to ensure filings meet current standards and regulations.

Leverage Technology : Utilize financial reporting software for accuracy and efficiency. Explore options here.

Enhance Disclosure : Focus on clarity and completeness in disclosures. The Financial Accounting Standards Board (FASB) provides guidelines on disclosure requirements.

Implement Internal Controls : Strengthen internal controls over financial reporting to prevent errors. The Committee of Sponsoring Organizations of the Treadway Commission (COSO) offers frameworks for internal control.

Continuous Training : Ensure your team is well-versed in SEC filings and accounting standards through continuous education. Professional organizations like the American Institute of CPAs (AICPA) offer resources and training.

Peer Review : Before submission, conduct a thorough review of filings. Engage with external auditors or consultants for an unbiased review.

Effective Communication : Maintain open lines of communication with all stakeholders involved in the reporting process to ensure accuracy and timeliness.

By focusing on these strategies, a Financial Reporting Manager can significantly improve the quality and reliability of SEC filings.

How to Display SEC Filings Skills on Your Resume

10. XBRL Reporting

XBRL (eXtensible Business Reporting Language) Reporting is a digital format for publishing financial statements and data, enabling automated processing and analysis for more efficient and accurate financial reporting and compliance.

XBRL (eXtensible Business Reporting Language) reporting is important because it enables standardized, digital financial reporting, enhancing the accuracy, efficiency, and comparability of financial data across different entities. This facilitates regulatory compliance, improves decision-making, and streamlines data analysis for Financial Reporting Managers.

How to Improve XBRL Reporting Skills

Improving XBRL (eXtensible Business Reporting Language) reporting involves enhancing the accuracy, consistency, and efficiency of the data provided in financial reports. Here are concise steps for a Financial Reporting Manager to enhance XBRL reporting:

• Stay Updated : Regularly visit XBRL International for the latest standards, guidance, and best practices.
• Use Quality Software : Select XBRL software that is well-reviewed and aligns with the latest XBRL standards. Vendor comparisons can be found on technology review sites like G2.
• Train Your Team : Ensure your team is proficient in XBRL through training resources available at AICPA XBRL.
• Implement Data Quality Frameworks : Adopt frameworks and guidelines from the Data Quality Committee to improve the accuracy and reliability of your reports.
• Engage with XBRL Experts : Consider consulting with XBRL experts or service providers for specialized insights or outsourcing options.
• Review and Validate : Routinely review and validate your XBRL documents against the latest taxonomy and validation rules to ensure compliance.

By incorporating these practices, a Financial Reporting Manager can significantly enhance the quality and efficiency of XBRL reporting.

How to Display XBRL Reporting Skills on Your Resume

11. Hyperion Planning

Hyperion Planning is a web-based planning, budgeting, and forecasting solution that helps financial reporting managers streamline financial processes, enhance accuracy, and improve the predictability of financial results. It facilitates collaborative planning and integrates with ERP systems, making it easier to manage financial and operational strategies.

Hyperion Planning is crucial for a Financial Reporting Manager as it streamlines budgeting, forecasting, and financial reporting processes, enhancing accuracy and efficiency in financial decision-making and compliance.

How to Improve Hyperion Planning Skills

Improving Hyperion Planning involves a combination of best practices, training, and system optimization. Here are concise steps for a Financial Reporting Manager:

Educate Your Team : Ensure that all users have access to Oracle's Hyperion Planning training resources. Knowledge of the latest features can significantly enhance efficiency.

Implement Best Practices : Adopt standard best practices for planning and forecasting. Oracle provides a comprehensive best practices guide that can help streamline processes.

Optimize Application Design : Review and optimize the application design for performance. This includes optimizing calculation scripts, business rules, and data forms. Oracle's Performance Tuning Guide is an invaluable resource.

Leverage Smart View : Encourage the use of Smart View for ad-hoc analysis and reporting. It integrates Hyperion Planning with Excel, Word, Outlook, and PowerPoint, enhancing productivity.

Automate Processes : Identify opportunities to automate repetitive tasks using Hyperion Planning's process management features and external tools where appropriate. This can free up time for analysis and strategic planning.

Regularly Review and Update : Continuously review your Hyperion Planning application and processes to identify areas for improvement. This includes revisiting user security, application settings, and data integration methods to ensure they meet current business requirements.

Engage with the Community : Join forums and user groups, such as the Oracle Cloud Customer Connect, to stay informed about new features, best practices, and solutions to common problems.

By focusing on these areas, you can enhance the efficiency, accuracy, and productivity of your Hyperion Planning environment, providing better support for decision-making and financial reporting within your organization.

How to Display Hyperion Planning Skills on Your Resume

12. Data Visualization (e.g., Tableau)

Data visualization, such as Tableau, is a tool that transforms financial data into visual formats (e.g., charts, graphs) to aid in understanding trends, outliers, and patterns, enabling Financial Reporting Managers to make informed decisions and effectively communicate financial insights.

Data visualization, such as Tableau, is crucial for a Financial Reporting Manager as it enables the efficient interpretation of complex financial data, enhances the communication of financial performance and trends to stakeholders, and aids in the swift decision-making process by presenting actionable insights in an easily digestible format.

How to Improve Data Visualization (e.g., Tableau) Skills

Improving data visualization, especially in tools like Tableau for Financial Reporting Managers, involves several key strategies:

Understand Your Audience : Tailor your visualizations to the specific needs and understanding level of your audience. For financial reporting, focus on clarity and directness.

Choose the Right Chart Type : Match your data type with the appropriate chart to clearly convey your message. Use line charts for trends, bar charts for comparisons, and pie charts for proportions. Tableau's Chart Types Guide provides a comprehensive overview.

Use Color Effectively : Utilize color to highlight key data points or trends without overwhelming the viewer. Reserve bright or contrasting colors for the most important information. Tableau's Color Advice can help you choose wisely.

Simplify and Declutter : Remove unnecessary elements (e.g., excessive labels, colors, or grid lines) that do not add value to the understanding of the data. This Tableau guide on decluttering is useful.

Incorporate Comparisons and Benchmarks : When relevant, include comparisons to past performance, industry averages, or benchmarks to provide context for your data.

Interactive Dashboards : Utilize Tableau’s interactivity features (like filters and drill-downs) to allow users to explore the data in a more meaningful way. Creating Dashboards and Stories in Tableau offers excellent tips.

Iterate and Get Feedback : Data visualization is an iterative process. Get feedback from end-users and continuously refine your visualizations for clarity and effectiveness.

Stay Updated and Keep Learning : The field of data visualization is always evolving. Stay informed about the latest trends and best practices. Tableau’s Learning Resources and forums are great places to start.

By following these guidelines and utilizing the resources provided, Financial Reporting Managers can significantly enhance the effectiveness of their data visualizations in Tableau.

How to Display Data Visualization (e.g., Tableau) Skills on Your Resume

Related Career Skills

• Financial Reporting Analyst
• Reporting Analyst
• Reporting Specialist
• Financial Project Manager
• Financial Services Manager
• Financial Manager

Resume Builder

• Resume Experts
• Search Jobs
• Search for Talent
• Employer Branding
• Outplacement
• Resume Samples
• Communications

Financial Reporting Analyst Resume Samples

The guide to resume tailoring.

Guide the recruiter to the conclusion that you are the best candidate for the financial reporting analyst job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies, tailor your resume & cover letter with wording that best fits for each job you apply.

Create a Resume in Minutes with Professional Resume Templates

• Provide input and feedback to Manager regarding employees’ ongoing performance / development / performance appraisals
• Performs ad hoc analyses and assists with financial projects including automation and system developments
• Provide monthly/quarterly reports and analysis of financial and performance KPI’s including P&L and Trade Working Capital
• Participate and provide recommendations towards the improvement of service delivery by recommending and developing changes to Financial Statement processes
• Create reengineering projects to improve productivity, improve controls and quality of key activities
• Works with auditors and provides necessary work papers for the successful completion of any audit
• Drive business performance and annual planning by partnering with central P&A and the management teams to provide financial data analysis
• Participates in regional or in-country projects that promote innovation in the work station and cost savings, and develop CBS as a workplace of choice
• Manage the end-to-end financial reporting process (Local, HO/US regulatory reporting and management reporting) of legal vehicles of the Philippines
• Opportunity to create value in a newly-created and expanding team
• Assist lead and work with Jade Technology Support on UAT testing of enhancement and communicates enhancement releases to users whenever necessary
• Assist in ensuring the Team adheres to the Help Desk governance and framework
• Opportunity to work in a newly-created and expanding team
• Develop customer service excellence. It includes metrics distribution, conduct customer service calls, and initiate process improvements
• Performs technical accounting research, interprets related guidance and applies to business scenarios to assist in management decision making
• Provide input regarding workflow improvements, participate in inter-department committees and make recommendations
• Assist Manager in staff and workflow planning to ensure proper coverage of daily work within a specified line group
• Assist in development and implementation of change management activities related to system implementation
• Escalate to management any issue with risk of financial exposure and make recommendations to management to mitigate risk
• Assist in the preparation of budgets and outlooks for approval, and provide clear and concise explanations of variances to actual performance
• Contribute interpretation and advice while working independently on complex projects, including process improvements and development of analytics
• Excellent analytical skills and attention to detail, with strong sense of accountability
• Your strong ability to multi-task, react and think quickly
• Ability to maintain current knowledge of procedures, products, regulations, and industry issues and communicate such knowledge as appropriate
• Has to have excellent ability to pay attention to details and work under pressure
• Quick learner with excellent communication skills, team orientation, and ability to work with counterparts in different areas of organization
• Solid accounting knowledge and US GAAP knowledge
• Excellent organizational skills and attention to detail with ability to multi-task and manage multiple concurrent responsibilities
• Strong verbal and written communication skills and the ability to effectively communicate with both finance and non-finance professionals
• Excellent interpersonal skills – able to deal with a range of senior/junior staff across a number of disciplines
• Ability to think creatively, highly driven and self-motivated

15 Financial Reporting Analyst resume templates

Read our complete resume writing guides

How to tailor your resume, how to make a resume, how to mention achievements, work experience in resume, 50+ skills to put on a resume, how and why put hobbies, top 22 fonts for your resume, 50 best resume tips, 200+ action words to use, internship resume, killer resume summary, write a resume objective, what to put on a resume, how long should a resume be, the best resume format, how to list education, cv vs. resume: the difference, include contact information, resume format pdf vs word, how to write a student resume, cib-financial reporting analyst resume examples & samples.

• Production and validation of a suite of IFRS-compliant and regulatory reports timely and accurately
• Interaction with internal & external parties (Clients, Fund Managers, Relationship Managers, Client Service etc.) to respond to any accounting or financial reporting-related queries that may arise
• Take full ownership for all reporting activities and project management of service change request for a group of clients/accounts
• Coordination of visits to accounting clients, for periodic service reviews, accounting/ technology training etc
• Maintenance of an orderly set of records for each client, including client service level agreements, to facilitate query management and internal or external audits
• Support of the Financial Reporting Manager in the continuous development of processes & controls within the team
• Training & development of junior members of the Financial Reporting Team
• Fluency in written & spoken English & Mandarin
• University graduate with major in Finance/Accounting preferred
• 6 years financial reporting, audit or fund accounting experience, at least 2 years in a supervisory role
• Solid understanding of security types and their accounting treatmentunder IFRS / IAS
• Knowledge of stock market practices & data vendor systems (e.g. Bloomberg)
• Detailed understanding of MS Office applications (Excel, Word etc.)
• Professional approach to delivering quality client service

Senior Financial Reporting Analyst Resume Examples & Samples

• Prepare quarterly balance sheet analysis deck presentations and other related deliverables detailing the business drivers causing material fluctuations within the account balances
• Conduct review meetings with domestic and international business partners to understand and highlight balances that may pose a risk to the segment’s operating income in the near future
• Provide ad-hoc and close-related analysis on the impact of foreign currency fluctuations and related hedges to the P&L and balance sheet
• Analyze current year and year-over-year ineffectiveness of hedges against foreign currency fluctuations and prepare deliverables presenting such analysis
• Quantify and analyze year-over-year change in budget rates and how such change impacts internal/management reporting
• Ensure that reported FX is in agreement with all other deliverables
• Work closely with LOB teams and various business partners to understand business issues, risks and opportunities, and act as a liaison to the Enterprise Controllership Corporate Reporting team
• Utilize stored data in various SAP data cubes and COGNOS to create ad-hoc reports for senior management review
• Involvement in various projects and initiatives to continuously challenge the status quo and improve existing and inherited processes
• CPA, CPA in progress, or equivalent
• 3-5 years of public or private accounting experience required
• Strong knowledge and proficiency using Microsoft Office applications (Excel, Outlook, Word, PowerPoint)
• High-energy, self-motivated, team player with a desire to excel in a demanding and detail-oriented environment
• Ability to work independently, take ownership, and work in a flexible team environment
• Strong oral and written communication skills, including the ability to summarize ideas and issues to Senior management
• Great organizational skills and ability to manage tasks to meet deadlines
• Ability to create ad hoc reports such as analytics and trending
• Ability to multi-task while keeping leader properly informed
• Willingness to seek out new responsibilities and challenges
• Big 4 Public Accounting experience a plus
• SAP and COGNOS experience is a plus
• Provide ad-hoc and close related Financial Reporting & Analysis, for Lucas and Studio Post-Production businesses
• Industrial Light & Magic (ILM)
• Skywalker Sound
• Studio Operations
• Lucas Singapore
• Prepare and review deliverables for 3rd party participant reporting requirements, including Marvel and Studio Ghibli titles
• Be the liaison between Corporate Planning & Analysis, Corporate Reporting, and the Studio Line of Business (LOB) to determine impact of balance sheet cash timing and present cash flow variance drivers to budget, forecast, and actuals
• Work closely with LOB P&L teams and external business partners to understand business issues, risks, opportunities, and ensure that forecasted cash flow assumptions are consistent with forecasted P&L expectations
• 3-5 years of public or private accounting experience requiredBig 4 Public Accounting experience a plus
• SAP and COGNOS experience is a plus, but not required
• Ability to multi-task while keeping Manager properly informed
• Bachelor' degree (emphasis in Accounting or related field)
• Responsible for all accounting related to the Wholesale Business Profit and Loss Statement. Monitor accounts receivables aging and focus on ensuring chargeback research and resolution are handled timely. Monitor systematic inventory movement from vendor to retailer and revenue recognition. Work with cross functional team (Operations, Sourcing, Credit & Collections, IT) to identify and resolve issues. Manage key contractual terms: accrue for finance charges and marketing commitments, monitor activity against minimum guarantees. Assist Manager and VP with integration of additional retailers under new business model umbrella supported by established processes and data integration flows
• Responsible for balance sheet reporting for B&M, Ecommerce and Wholesale businesses; reviewing, analyzing and consolidating information received from COEs partners. Maintain balance sheet reconciliation tool for Disney Retail
• Prepare cash flow reporting for three lines of business (B&M 200 stores, Ecommerce 2 sites, Wholesale 2 retailers); reviewing, analyzing and consolidating information received from Centers of Excellence (COEs) partners; Present results to Senior Management
• Support Senior Manager on special projects
• Five years in accounting or auditing positions of increasing responsibility (including public accounting) preferably with a large multi-national company or Big 4 accounting firm
• Accounting and control knowledge required. CPA or CPA candidate preferred
• Flexible, “special-projects” orientation coupled with solid multi-tasking abilities
• Exhibit a willingness to be adaptable and flexible, and demonstrate a desire to operate in a dynamic environment
• Must be able to demonstrate and advanced level of proficiency in Excel
• Work experience within the retail industry would be considered a strong plus
• Review the Studio Entertainment cause-of-change analysis and supporting schedules. Preparation of segment business unit analysis package and various ad hoc schedules and analysis
• Preparation of quarterly supporting schedules and deliverables for investor relations and external auditors
• Preparation and analysis of various financial statement footnote disclosures
• Various ad hoc analyses
• Experience with SEC filings a plus
• Operational support of the PTP and T&E process, SAP financial system and Self Service applications
• Manage, reconcile and ensure compliance of the ABC NY field/ cash advance process
• Coordinate emergency payment requests and acting Proxy for Non-PO invoice payments
• Develop and conduct one-on-one and group training sessions on Standard Operating Procedures (SOP), and Self Service applications
• Provide data analysis and reporting/ metrics to Operational partners and Controllership
• Collaborate with DWS on continuous improvement opportunities that will drive efficiencies, enhance the user experience and improve controls/ compliance
• Provide leadership by instilling a cost effective, automated, and forward thinking approach
• Demonstrated ability to multi task and prioritize competing priorities in a fast paced environment
• Demonstrated problem solving skills, as well as continuous improvement skills
• Ability to adapt to change, and work in a team-oriented environment
• Ability to understand the needs of the customer and manage relationships
• Proven knowledge of SAP and MS Office
• Demonstrated strong presentation, facilitation, and communication skills
• Demonstrated Procure to Pay and T&E knowledge
• Technical skills: Business Objects, Access, Visio, Microsoft Projects
• Support the consolidation and reporting of Consumer Products segment financial results by mainly analyzing the reporting business units and segments P&Ls
• Support the preparation and analysis of the Executive Segment and Corporate Reporting Packages, and other financial results as deemed necessary
• Take ownership of consolidations for global management reporting results for at least one of DCP’s key lines of business
• Perform complex key analytics to inform Executive Management team of business results
• Serve as liaison between DCP business units regional teams; provide support and guidance to International markets
• Provide guidance and lead ad hoc requests/special projects for Global Licensing, Retail, Publishing, Marvel, Lucas and other Financial Reporting initiatives
• Liaise with external auditors to provide items requested to support financial statement audit
• Lead process improvement efforts across three segments of the Walt Disney Company and various international regions. Streamline processes and challenge status quo to effectively report results to upper management and Corporate
• Research technical accounting issues as deemed necessary
• Maintain documentation for business processes. Review, update and ensure compliance with SOX requirements
• Become an integral part of a world class reporting team by promoting collaboration, innovation and business expertize
• Minimum of three to five years of accounting experience. Strong technical accounting skills; knowledge of accounting theory, internal controls and practices of GAAP
• Public accounting experience or coordinating with external auditors
• Experience with performing financial close
• High-energy, self-motivated, team player with a desire to excel in demanding and detailed environment
• Ability to adapt quickly and learn new tasks independently, take ownership, and work in a flexible team environment
• Able to handle multiple people, tasks and data points
• Proficient in Microsoft Office products (Word, Excel, Power Point)
• Experience with SEC reporting desired
• Experience with SAP preferred, but not required
• Bachelor’s degree required (emphasis in Accounting or related field preferred)

Financial Reporting Analyst Resume Examples & Samples

• Monthly financial statements for Segment Reporting
• Communicate operating results to various senior leaders
• Provide explanations for financial statement variances (vs. forecast, budget) to leadership
• Perform financial analysis of data reported and created in SAP
• Provide overall support to the team
• Synthesize research and findings into concise presentations
• Perform ad hoc projects and routine financial reporting
• Ability to thrive in an environment that is both strategic and creative, and which requires rapid learning, multitasking and prioritizing under tight deadlines
• Proven computer proficiency in Excel
• Ability to be flexible with work schedule
• Demonstrated partnering, influencing, and communication skills up and down the organizational structure to convey key elements in a concise and positive manner
• Knowledge of database structures/reporting

Rohq-fro-financial Reporting Analyst Resume Examples & Samples

• Submission of thecountry's financial data load (head office financial statements) on a monthlybasis; this includes preparation, review, and posting of financial adjustmentsusing the Citi reporting systems, investigating any major variances, review onthe reasonableness of the balances, and ensuring US GAAP have been properlyapplied in the financial reports
• Performing processreviews/enhancement/streamlining and UAT system testing
• Coordinate with countryFincon on the implementation of reporting changes, which includes submission ofcomprehensive business specifications where technology enhancements arerequired, providing training and user testing resources to test enhancements
• Preparation, review, andsubmission of the country's inter-company reports on a monthly basis, and otherhead office reports such as RAP estimate, Reg K, foreign currency reports,country exposure reports, quarterly memo cable, cash flow reports, etc
• Preparation andsubmission of the annual tax package for the country
• Other responsibilitiesthat include ensuring mapping of local country codes to reporting systemstructures are consistent with Citi policies and standardization objectives,review and validation of country's financial & management data handoff to highlightdata integrity issues
• Graduate of finance, accounting,or any business related courses
• Preferably with 1 to 3 years workexperience
• In-depth knowledge in financialand management reporting is an advantage
• Able to drive projects andprocess improvements
• Knowledgeable in identifyingrisks and in implementing controls
• Ability to handle a remotecustomer base model
• Good understanding of the mentalframework required to drive project process
• Can work under pressure and multitask
• Demonstrate good analyticalskills
• Strong in data structure andprocesses knowledge
• Proficient in MS Excelapplication
• Knows the importance of constantfeedback to supervisor and customers
• Able to establish a good workingrelationship with the Fincon units of the countries being supported and productcontrollers
• 5 years Finance or Credit Risk experience
• 2 years experience at large financial institution preferred
• Advanced Microsoft Excel Skills required; VBA/ SQL a plus
• Possess strong team-player orientation
• Experience working with a variety of risk or financial platforms, previous experience with Citi systems desirable but not required
• Assist Supervisors on various tasks including training team member’s, setting up new templates, testing new reports and dealing with client/audit queries
• Taking the responsibility to master Confluence and be the lead to troubleshoot and fix issues independently, and be able to handle all IFRS additional reporting requirements in Confluence. Assist the team with putting additional clients on confluence and train the newer members of the team on preparing Financial Statements from Confluence
• Demonstrate Shared Responsibilities Day-to-Day Responsibilities
• Prepare daily, monthly reporting packages for clients and other agencies in an accurate and timely manner - Work with clients to complete semi-annual and annual financial statements in an accurate and timely manner
• Ensure securities are properly classified for reporting purposes
• Monitor and report NI 81-102 compliance requirements (eg. aggregate holdings, overdraft, investment concentration, illiquid securities, cash cover) for mutual funds - Provide other reporting and/or compliance requests as necessary
• Provide other support as necessary
• Reconcile expense payments from accounting system to allocation
• Responsible for the preparation of financial statements, MRFP and a variety of reporting packages for a group of mutual funds to satisfy the client’s regulatory filing requirements Provide support on other functions
• Monitor and report NI 81-102 compliance requirements (eg. aggregate holdings, overdraft, investment concentration, illiquid securities, cash cover) for mutual funds Provide other reporting and/or compliance requests as necessary
• Participate in any System Enhancement due to regulation requirements and Fund merger/conversion. Assist in Fund conversions and related work as needed
• The analyst will take responsibility for the integrity of the head office reporting process and for the reasonableness of the various financial head office reports, which include quarterly memo cable and FAS107
• The analyst will assist in the management of the flow of information needed to monitor, enrich and influence the business' decision process and will provide detailed analytical support on head office financial reporting
• The analyst will be providing support in interpreting account changes, maintaining a rigid system of internal controls in the record-to-report process, ensuring compliance of head office reporting requirements and providing the pertinent financial information reports to facilitate the needs of the business
• Submission of the country's financial data load (head office financial statements) on a monthly basis; this includes preparation, review and posting of financial adjustments using the Citi reporting systems, investigating any major variances, reviewing on the reasonableness of the balances and ensuring US GAAP have been properly applied in the financial reports
• Performing process reviews/enhancement/streamlining and UAT system testing
• Coordinating with country Fincon on the implementation of reporting changes, which includes submission of comprehensive business specifications where technology enhancements are required, providing training and user testing resources to test enhancements
• Preparation, review and submission of the country's other head office reports such as foreign currency reports, country exposure reports, quarterly memo cable, cash flow reports, etc
• Graduate of Finance, Accounting or any business related course
• Preferably with 1 to 2 years of work experience

Branch Junior Financial Reporting Analyst Resume Examples & Samples

• Providing support in managing the preparation of monthly consolidated financial statements for the Branch entities
• Assisting in coordination of the monthly closing process with Product Controllers, Operations, Treasury and Tax Department
• Preparing commentary on head office reporting
• Basic experience in preparing, reviewing and closing Consolidated Financial Statements under IFRS and U.S. GAAP
• Basic experience in dealing with implementation of financial reporting systems, front to back feeder systems, accounting policies and accounting for new products
• Advanced knowledge in MS Access, Excel, Word, and PowerPoint
• US Broker/Dealer regulatory reporting experience a plus

Junior Financial Reporting Analyst Resume Examples & Samples

• Providing assistance in the daily operational accounting activities of a regulated broker-dealer
• Providing support in managing the preparation of monthly consolidated financial statements for the U.S. holding company under IFRS and U.S. GAAP
• Assisting with FOCUS reporting for the U.S. Broker/Dealer
• Ability to interact with product controllers and operations
• Preparing bank reconciliation adjustments and other month-end close processes to support the formal financial close each month
• 1 - 3 years of experience in financial services preferably with a combination of Big 4 accounting firm and investment banking service
• Strong communication and organizational skills
• Basic documentation and organizational skills – ability to document work in a clear and proficient manner and be capable of multitasking on numerous responsibilities, while remaining organized

Officer, Financial Reporting Analyst Resume Examples & Samples

• Bachelor degree in Accounting or Bachelor degree in Finance with equivalent accounting experience required
• 0-2 years of accounting experience
• Experience with Microsoft Office suite
• PeopleSoft General Ledger experience preferred
• Ability to work independently while seeking assistance when appropriate
• Able to meet competing deadlines in an effective and timely manner
• Research, draft, and communicate proposed accounting treatment and interpretation of guidance to P&R Segment transactions
• Research and communicate new accounting guidance that is relevant to the Segment businesses and potential impacts
• Administrate the Segment CPE program for domestic Cast Members
• Administrate the Segment Technical Repository Database
• Ad-hoc special projects as required
• Active CPA license
• Proven experience and strong understanding of US GAAP
• Demonstrated strong written and verbal presentation skills
• Demonstrated strong analytical and partnering skills
• Proven experience with MS Office with focus and robust experience using MS Word, MS Powerpoint, and MS Excel
• Ability to work proactively, independently, and as a strategic partner in a team environment
• Proven track record of proactively solving problems and complex issues
• Ability to thrive in an environment that is both strategic and creative, and which requires rapid learning, multitasking, and prioritizing under tight deadlines
• Moderate understanding of IFRS and SEC accounting guidelines
• Understanding of database structures and MS Access
• Ability to creatively think outside the box
• Bachelor’s degree in Accounting (or equivalent)
• Prepare Quarterly and Annual Statutory and Audited Financial Statements for
• Draws on knowledge of Statutory financial reporting
• Draws on knowledge of PeopleSoft General Ledger, nVision and Query Tools
• Draws on knowledge of Eagle (WINGS) Statutory financial statement software
• Draws on knowledge of Microsoft Outlook, Excel and Word
• Draws on knowledge of Hyperion Essbase
• Participates in the less complex aspects of implementation and/or modification of
• Experience with Microsoft Office Suite
• 3 to 5 years of related financial reporting and analytical experience
• Prior experience with PeopleSoft GL, PeopleSoft GL - nVision and Query reporting
• Assist with preparation of the following
• Monthly balance sheet package with variance analysis
• Monthly cash flow package with variance analysis
• Monthly income statement deliverable to Segment Financial Reporting
• Journal entries and account reconciliations
• External audit requests
• Financial systems testing
• Provide Sarbanes-Oxley leadership in compliance and testing for AbD
• Proven experience and strong understanding of Income Statement, Balance Sheet and Cash Flow
• Proven computer proficiency with Excel and PowerPoint
• Demonstrated problem solving skills, as well as continuous process improvement skills
• Ability to meet multiple concurrent deadlines
• Experience in business planning
• 3+ years work experience (public accounting and/or industry)
• Experience with internal systems (e.g. PeopleSoft, FRS, CRC, PEARL, FDW, BO,P2P) also a plus
• Strong accounting fundamental skills
• Financial analysis skills and experience
• Ability to network and communicate effectively across levels and departments
• Working to get the job done
• Submission of the country's Financial Data Load (head office financial statements) on a monthly basis; this includes preparation, review and posting of Financial Adjustments using the Citi reporting systems, investigating any major variances, review on the reasonableness of the balances and ensuring US GAAP have been properly applied in the financial reports
• Preparation, review and submission of the country's Inter-company reports on a monthly basis and other head office reports such as RAP Estimate, Reg K, Foreign Currency reports, Country Exposure reports, Quarterly Memo cable, Cash flow reports, etc
• Other responsibilities that include ensuring mapping of local country codes to reporting system structures are consistent with Citi policies and standardization objectives, review and validation of country's financial & management data handoff to highlight data integrity issues
• Graduate of Finance, Accounting, or any business related courses
• Work with the General Ledger Finance team to record intercompany transactions, including cash applications
• Assist with account reconciliations, statutory audit inquiries, and statutory entries
• Assist the General Ledger Finance team during month end close process, yearend statutory reporting
• Monitor key intercompany accounts and research/resolve differences, prepare journal entries
• Experience working with intercompany transactions in billing/receipts
• Strong Excel spreadsheet skills
• Preferably two to five years experience using Peoplesoft Finance 9.0 or higher in one or more of the following modules: General Ledger, Accounts Payable, Accounts Receivable, and Billing
• Able to effectively communicate between Finance/Treasury and IT professionals
• Experience working with international businesses/foreign currency transactions
• Knowledge of GAAP (generally accepted accounting principles)
• Experience in SOX documentation of processes
• Fluent English and French language skills
• 2-3 years of work experience in financial reporting / auditing roles
• Financial products and Basel 2 knowledge is an advantage
• Liaise with clients and auditors as necessary Monitor and report NI 81-102 compliance requirements (eg. aggregate holdings, overdraft, investment concentration, illiquid securities, cash cover) for mutual funds
• Provide other support as necessary Prepare expense analysis for various mutual funds
• Post secondary education, preferably with Accounting/Business background
• Pursuing an accounting designation and the Canadian Securities Course (CSC)
• Experience in preparing financial statements under GAAP is an asset
• Submission of the country's financial data load (head office financial statements) on a monthly basis which includes preparation, review and posting of financial adjustments using the Citi reporting systems, investigating any major variances, review on the reasonableness of the balances and ensuring US GAAP have been properly applied in the financial reports
• Preparation, review and submission of the country's intercompany reports on a monthly basis and other head office reports such as RAP Estimate, Reg K, Foreign Currency Reprots, Country Exposure Reports, Quarterly Memo Cable, Cash Flow Reports, etc
• Preferably with 1 to 3 years of work experience
• Abel to drive projects and process improvements
• Demonstrate good analytical skills
• Workpaper referencing of Forms 10-K and 10-Q, Earnings Releases and other SEC filings when applicable
• Preparation of schedules to support financial statement and footnote disclosures
• Assist with the review of XBRL tagging of Forms 10-K and 10-Q
• Assist with the preparation of Forms 10-K and 10-Q utilizing the Workiva software system
• Consolidation of the quarterly financial reporting disclosure packages from the divisions and assist with the annual testing of the disclosure package
• Completion of Department of Commerce forms, questionnaires and other governmental census and similar filings as required
• Actively seeking CPA certification desired
• Strong computer skills; Workiva and/or Oracle software a plus
• Must be a flexible self-starter team player seeking a dynamic work environment
• Degree in Accounting required. Will consider a degree in finance with an accounting minor
• One year accounting experience; SEC Reporting experience a plus
• The ideal candidate will have a BS or BA and 2 - 5 years’ work experience in finance (e.g. Liquidity Risk Management, Financial / Product Control or Treasury)
• Must possess strong knowledge of balance sheet composition with excessive product knowledge
• Knowledge of the Basel III liquidity framework is an advantage
• 2+ years of Financial Reporting experience (Public)
• Degree in Finance
• Proficient with GAAP and SEC reporting
• Big 4 firm experience
• Familiar with the economics and flow of financial instruments
• Good appreciation of regulatory reporting requirements and IFRS
• Excellent communication and articulation skills
• Self motivator and positive
• Good understanding of control framework and environment
• Bachelor's degree in Finance, Accounting or equivalent experience
• 5+ years of Finance/business experience
• Ability to multitask under strict deadlines and able to work with minimal supervision
• Possess strong teamwork skills and effective communication skills
• Basic understanding of Finance and/or Credit Risk

Ccar Financial Reporting Analyst Resume Examples & Samples

• Analyzes forecast results related to DFAST stress testing activities at the Bank and holding company level. The analysis produced is utilized to communicate expected financial and capital results to the Bank’s senior management and Board related to stress testing activities and capital planning and to serve as a control point to determine the accuracy of financial information
• Partner with the Bank’s corporate planning groups (Treasury, Finance and Risk) and business units to assist in the forecast of all financial elements related to stress testing. In this role, the position focuses on communication, guidance and providing superior customer service to all stress testing participants. Examples of the types of communication that the position is responsible for are: i) communicating items identified in the review or analysis of projected results ii) communicating results with comparison to appropriate internal and/or external benchmarks and iii) communicating ideas regarding other critical elements of stress testing such as governance, documentation and internal controls
• Analyzes forecast information such as balance sheet generation, income generation, credit loss forecasting and tax for the impact to the Bank’s overall capital position over the stress testing horizon and in relation to appropriate benchmarks
• Conducts research and complex studies involving capital planning, stress testing and regulatory changes impacting DFAST activities. Prepares management reports and makes presentations on study results
• Assists in the documentation process for the Bank addressing all of the forecast methodologies used in the DFAST process, key assumptions used for forecasts and relevant controls around key process
• Assists in the production of senior management review materials related to the governance of the DFAST process and may be required to present key information and results to senior management
• Bachelor’s degree in Finance or Accounting is required or equivalent combination of education and experience
• 3+ years of experience in banking highly preferred/financial services industry preferred
• 5+years of financial analysis experience
• Must possess knowledge of stress testing activities and regulatory developments
• Knowledge of financial institution balance sheet, profit and loss analysis statements and capital position
• Ability to work effectively with diverse teams are required
• Ability to Prioritize & Problem solve
• Knowledge of Hyperion & Essbase a plus, extensive MS Office experience (Excel & PP)
• Bachelors’ degree required
• Must have at least 3 + years of work experience
• Excellent Spreadsheet / Excel, data manipulation, and analytical skills. Working knowledge of statistics
• Strong attention to detail and excellent communication skills
• Experience working on teams to execute complex and / or enterprise wide projects
• Hyperion Financial Management application experience highly preferred
• Assess, develop and maintain proper controls, documentation, and change management approach for impacted reporting areas
• Discuss and address issues with regulatory reporting liaisons or government regulatory specialists
• Actively participate in automation efforts to enhance the regulatory reporting process, focusing on using the Finance Data Mart. Partner with business analysts and developers to ensure requirements address the business needs
• Communicate issues with appropriate data owners. Monitor and track issues to ensure timely and appropriate resolutions are achieved
• Partner with Operational Accounting and Accounting Policy and Internal Controls to ensure data reflected in the Bank's regulatory reports and the Finance Data Mart are accurate
• Perform ad-hoc projects as assigned
• 6+ years of experience in accounting, auditing, or financial or regulatory reporting required
• Banking or Financial Services experience preferred
• Working experience with SQL and Hyperion Financial Management is a plus
• Assist in the management of day-to-day financial reporting responsibilities for a department within the Controller's Department to include ledger work, review and distribution of financial data, and analysis of various other financial reports and analyses
• Stays current on new and evolving accounting pronouncements and changes to regulatory requirements, keeping management informed as to their relevance to the Bank
• Ensures data for all reports is accurate and reports are prepared in a timely and thorough manner
• May act as a lead for employees supporting the reporting process
• Bachelors in accounting or finance preferred
• Regulatory Reporting experience; ability to reconcile key terms to U.S. GAAP and IFRS Reports
• Balance figures
• Bank product and service knowledge
• Maintain filing systems
• Bachelor’s Degree within Accounting or Finance
• Strong Microsoft Excel and Access skills
• Prior Accounting experience highly preferred     
• Responsible for preparation and completion of EBP financial statements including GAAP footnotes and disclosures
• Research / analyze data and information received based on knowledge of specific technical area to ensure quality of data received
• Identify and apply specific regulatory technical information to accurately complete work within appropriate timeframe
• Appropriately use resources to develop the best response or method for completing work
• Communicate to appropriate parties the technical concepts clearly and concisely both verbally and in written format
• Demonstrate teamwork through collaboration, cooperation, and interpersonal skills
• Ability to work independently and in team setting
• Support Client Manager and Benefits Operations Managers with other various projects
• Bachelors degree or equivalent work experience (Accounting is preferred)
• Knowledge of Employee Benefit Plan accounting standards, policies, principles and techniques required
• Additional experience in accounting and reporting is preferred
• Excellent client skills (written, verbal)
• Previous benefits administration, DC/DB, Form 5500, and client consulting experience desirable
• Solid knowledge of MS Office products
• Solid problem solving and decision making skills
• Provide proactive and creative support to external clients and internal colleagues
• Evaluate insurance company solvency and creditworthiness in the annuity marketplace
• Conduct analytical reviews of life insurance companies and offer recommendations about the viability of doing business with them
• Manage and deliver loosely defined and complex practice/research area work and client projects
• Exhibit strong knowledge of institutional insurance products and practices and the ability to apply this knowledge to client work
• Make presentations to and deal directly with clients, their trustees and/or Boards of Directors
• Efficiently manage internal resources to allow for effective handling of multiple projects for multiple clients simultaneously
• Support execution of team goals
• Provide leadership that contributes to the success of client teams
• Participate and contribute to internal corporate committees relating to business consulting activities
• Participate in and contribute to the success of marketing activities
• Provide assistance in the preparation and delivery of RFP responses and new business presentations
• Bachelor's Degree in insurance, finance, economics, risk management or equivalent experience, preferred Life Insurance license preferred
• At least 3 year of experience working on and with US Life Insurance Company statutory and GAAP reporting
• Experience with annuity and pension insurance products, preferably working with institutional clients is a plus
• Actuarial credentials (FSA, ASA, EA) is a plus, but not required
• Independent thinker who is not afraid to challenge the status quo
• A strong understanding of insurance concepts and the pension markets
• Ability to work well in a fast-paced, high-pressure environment
• Team player who can work with a variety of individuals
• Ability to work independently on a variety of projects, receive instructions from a number of people and meet project deadlines
• Requires travel to support clients as an insurance subject matter expert
• Willingness to consider relocation, but up for negotiation (Norwalk Office)
• Prepare monthly financial statements and supporting schedules
• Assist in consolidation process of all operating and holding entities
• Assist in 10Q and 10K preparation
• Analyze variances in income statement and balance sheet on a monthly basis
• Complete and distribute monthly financial reporting package to management
• Perform duties related to monthly closing including preparation of monthly journal entries and intercompany reconciliations
• Perform accounting research and prepare memorandums documenting company policy
• Bachelors Degree in Accounting or Finance from an accredited four year college or university
• Must possess a minimum of 3 years work experience in Accounting/Finance
• Demonstrates proficient knowledge of accounting theory and principles
• Proficiency using Microsoft office applications with a particular emphasis on proficient Microsoft Excel skills
• Experience with Hyperion Financial Management (HFM)
• Experience with performing valuations and purchase price allocations on acquired companies
• Experience with analyzing impact of foreign currency exchange fluctuations on financial statements
• Bachelor’s Degree in Accounting is required, Masters Preferred
• Big 4 accounting experiences, highly preferred
• CPA or CPA in Progress is required
• 3+ years of Audit or SEC Reporting experience including hands on Financial Reporting experience (Internal or External)
• Public Accounting Experience is required, Big 4 preferred
• Prepare, analyze and present reporting of line of business and Segment financial results
• Take ownership of lines of business and Segment deliverables
• Serve as liaison between lines of business, Segment and regional teams by providing support and guidance to International markets
• Provide guidance and lead ad hoc requests/special projects for lines of business, Segment and other Financial Reporting initiatives
• Liaise with external auditors by providing requested PBC items and thoroughly responding to questions in support of the financial statement audit
• Lead process improvement efforts across three segments of the Walt Disney Company and various international regions. Streamline processes and challenge status quo to effectively report results to Segment and Corporate Executive Management
• Prepare and review financial statements and underlying accounts files, as allocated, in an efficient and speedy manner in line with section standards and procedures
• Resolve queries arising from auditors, third parties or as a result of file review in a timely fashion
• Liaise with internal teams (Valuations, TA etc,) on behalf of the auditors
• Ensure files are completed and distributed to all parties within prescribed deadlines
• Preparation of timetables for assigned funds in advance of year/period end ensuring that all parties are in agreement
• Monitor progress of accounts preparation and audit against timetable for assigned funds and following up to ensure all deadlines are met
• Qualified or Part Qualified Accountant (ACA, ACCA, CIMA or equivalent)
• Strong time / project management skills (ability to meet deadlines and complete assigned tasks in a timely manner)
• Prior Fund Accounting and/or Financial Reporting experience preferred
• Assure Sarbanes-Oxley (SOX) Control documents submitted by key partners are reviewed and are compliant with the corresponding DP Financial Reporting’s SOX Controls
• Coordinate, prepare, analyze and review various submittals related to recurring financial close process including but not limited to representation letter, reserve schedule, commitments & contingencies, balance sheet variance explanations as well as assist in cash flow working capital forecasting and other schedules required by P&R Segment
• Review G/L accounts reconciliation on regular basis to ensure balances are reasonably accurate, sufficiently supported and action plan set if necessary to resolve found issues
• Prepare miscellaneous G/L accounts and financial statement line items analyses in support of reporting driven by requests and needs by P&R Segment, Partners, Executive Management and other ad hoc reporting as required
• Provide guidance and support to other team members’ responsibilities and processes including but not limited to sharing technical knowledge and skills, coaching and promoting teamwork
• Minimum 3-5 years of accounting experience (audit experience also preferred)
• Strong knowledge of general accounting, internal controls and close process
• SAP and consolidation systems experience
• Experience with SEC filings
• Bachelor’s Degree in Business Administration with emphasis in finance or accounting required
• 2-5 years of experience in the finance industry with a background in finance, fund accounting, legal compliance or operations
• Experience working with automated financial systems and database storage is preferred
• Experience working with securities
• Regulatory/Legal reporting experience
• Relational database design and/or administration
• Public presentation creation and delivery experience
• Proficient in MS Office applications
• Very good interpersonal and people-management skills
• Work well in a deadline oriented environment
• Must be self-motivated, work well in a small team environment and must be hands on type
• Ability to handle multiple tasks
• Ability to analyze and solve problems independently
• Effectively communicate company and department goals
• Provide constructive feedback and options to improve processes
• Support and recommend learning opportunities to support the growth and development of each staff member as it relates to their position and the company goals
• Prepare all SEC filings quarterly and annually
• Perform analytical review of consolidated financials
• Liaise with internal and external auditors
• Generate supporting schedules and calculations for quarterly and annual SEC filings
• Ensure accounting for all equity based transactions
• Assist with managing the annual SOX 404 processes and attestations
• Perform other related duties as necessary
• Minimum four years of accounting experience
• Proficiency with MS-Excel and MS-Word. Knowledge of MS-PowerPoint is a plus
• Good organizational skills with the ability to multi-task
• Detail oriented with high degree of precision
• Work extra hours when necessary, typically during SEC filing process
• Maintain a controlled, SOC-1 operating environment that complies with operational standards
• Ensure to escalating critical issues to Team Leader, Head of Operations and Relationship Management
• Provide feedback to offshore production support team
• University degree (B.A., B.Sc., M.B.A.) in Business preferably majoring in Accounting, Finance, or another Financial-related program
• Minimum of 2 years experience in financial services operations whose job requirements involve the use of general accounting concepts and preferably the preparation of financial statements
• Highly proficient with Microsoft Office Products (Excel, Word)
• Providing Basel III Reporting support to APAC and EMEA countries
• Performing BAU activities of the COE for monthly Basel II Reporting including, but not limited to GL Reconciliation, Finance-Risk Reconciliation and RWA Data Quality Analysis and Remediation
• Serving as the Subject Matter Expert for Basel III Reporting and estimating the impact of exceptions on the organization's risk weighted assets; this will require an understanding of finance and accounting, as well as key product dynamics including the impact of collateral, risk ratings and other drivers for Basel's RWA calculation
• Distributing the Data Quality exceptions to the respective analysts and/or business owners including Region/Country Finance and Credit Risk Managers to investigate them and effect corrective action
• Documenting user requirements and ensuring these have a thorough impact analysis to be able to prioritize and dimension work effort, considering there will be competing projects for other functions in the technology queue; based on analysis and resulting metrics/impact analysis coordinate and prioritize the efforts for system/process development to ensure issues and/or cycle time are reduced
• Establishing, maintaining and enhancing related operation procedures, ensuring key controls are in place and both standardize and optimize processes globally
• Representing the organization with external parties including regulators and clearly communicating the Basel reporting process and controls
• 2-3 years of experience within Finance
• Degree in Business, Economics, Finance or Management Information Systems
• Knowledge on US Basel Reporting is an advantage
• Strong analytical skills, data analysis or problem solving
• Experience in the use of data structures, data/information models and data requirements
• Strong oral and written communication skills; confidence and ability to work with all management levels
• Strong leadership and team building skills
• Experience in Financial/Risk systems and/or supporting PS Data Warehouse infrastructure
• Database and/or warehouse related skills (e.g. SQL)
• Bachelor's and/or Master's degree in Finance, Accounting or equivalent experience is required
• Experience with finance/accounting month-end close activities
• Commercial banking products experience or exposure - trading products, securities/fixed income, lending, others
• Ability to multitask under strict deadlines demonstrating independent leadership skills
• Detail-oriented analytical skills
• Data warehouse/modeling related skills is an advantage
• Exposure to Citi proprietary finance warehouses, credit engines and/or banking systems is an advantage
• Project management skills and exposure to IT systems development lifecycle
• 3+ years of experience in a Financial Reporting / Administrative / Accounting environment
• Bachelor's Degree in Accounting, Economics, Finance, and/or related field
• Working knowledge of Workiva
• XBRL knowledge
• Provide analysis for month end
• Assist with financial reporting
• Cost centre reporting
• Part-Qualified Accountant - Studying towards ACCA, CIMA or equivalent
• Experience with SAP desirable
• 3+ years of public accounting experience or financial reporting experience
• SEC/GAAP knowledge
• Excellent organizational ability – able to handle multiple projects with a high level of accuracy and meet critical deadlines
• Strong interpersonal skills to effectively communicate with other departments and auditors
• Excellent oral and written communication skills and attention to detail
• ESSENTIAL JOB FUNCTIONS
• Coordinate the preparation of disclosures in quarterly reports on Form 10-Q and annual reports on Form 10-K
• Assist in preparation of board of director’s presentations
• Collect and analyze data for internal and external financial reporting purposes
• Perform XBRL tagging in quarterly reports on Form 10-Q and annual reports on Form 10-K
• Perform various corporate accounting functions including consolidations, journal entries, account reconciliations, variance analysis, and the preparation of monthly reporting
• Assist in the accounting research function for all new and pending accounting pronouncements and monitor all rule making activities of the FASB and SEC
• Proactively review the accounting impact of complex and non-routine transactions
• Provide external auditors with timely support for quarterly reviews and the annual audit
• Assist in the maintaining, evaluating and monitoring compliance with the Company’s financial policies and procedures manual
• Assist in the update of financial reporting controls documentation with business process owners
• Develop, evaluate and communicate updates of financial policies and procedures
• Maintain financial reporting business process documentation in the Company’s SOX software application
• Prepare and / or assist with the quarterly closing by creating work papers that support the Company’s Form 10-K and 10-Q filings with the SEC as well as internal reporting documents
• Prepare census reports accurately in order to comply with census reporting requirements. Also, ensure that census reports prepared by colleagues are completed and submitted in a timely manner
• Analyze financial results and account balances and hold discussions with team members (including colleagues in other departments) to ensure that these accounts are properly recorded and variances in account balances can be corroborated and explained
• Ensure that the quarterly results reported in the financial statements agree to financial information contained in Hyperion and other underlying financial information
• Prepare and / or assist with the preparation of statutory financial statements
• 2 years of experience in public Accounting
• Great multitasking, technical, and research skills
• Exceptional communication skills both written and verbal

Controllers Financial Reporting Analyst Resume Examples & Samples

• Monthly preparation and uploading of journal entries primarily related to Canadian branch operations
• Oversight and management over departmental general ledger account reconciliations (includes ensuring all accounts are assigned reconcilers and owners, monitoring that all account reconciliations are loaded and attested to, running various month end reports for management and scheduling and leading meetings with senior management on a monthly basis to discuss issues)
• Review and support for monthly Canadian branch GL account reconciliations
• Review and support of monthly US and Canada interfaces from product processors to the general ledger
• Various other support for Canadian branch operations (monthly cash flow analysis, interim and year end preparation of schedules and support for questions for the Canadian branch audits)
• Frequent interaction/correspondence with Canadian Branch CFO
• Frequent involvement with internal product processors (XYCOR) – including table maintenance and trouble-shooting issues as needed (fostering and maintaining an ongoing effective working relationship with the CAS IT department representatives)
• Management Self-Assessment (MSA) Support – both as a tester and as a subject matter expert
• Support for statutory regulatory reporting
• Special project work as needed
• 5+ years of experience in progressively expanding roles within accounting – insurance accounting/reporting very much preferred
• An accounting degree is preferred but relevant/comparable experience would also be considered
• General ledger experience (required), particularly with PeopleSoft/Microsoft AX (preferred)
• Experience with other databases and systems utilized internally (Essbase, XYCOR) would also be preferred
• Expertise with MicroSoft office products – Excel, Word
• Experience working with large quantities of data, using tools such as Monarch – preferred
• Ability to be flexible and adaptable to change
• Ability to work effectively as a team member, supporting the entire CAS Finance department
• Strong communications skills (verbal and written), ability to effectively communicate with various levels of management and staff on a daily basis
• Strong organizational and analytical skills, attention to detail
• Ability to work well independently and to effectively prioritize tasks/deliverables in a fast-paced, deadline-driven environment
• Demonstrated strong understanding of GAAP Financial Statements, including the Statement of Cash Flows & Balance Sheet
• Responsible for the consolidation of management cash flow forecasts and the Annual Operating Plan, cause of change, and variance analysis for Segment and Corporate Planning
• Responsible for the quarterly consolidation and reporting of cash flow actuals, cause of change and variance analysis for Corporate Reporting
• Provide cash flow support to our business unit partners in the Parks & Resorts Segment
• Develop and report key financial statement metrics on a periodic basis for Segment and Corporate Executive Finance leadership including EP and ROIC
• Develop a firm understanding of business unit transactions and their impact to the Balance Sheet & Cash Flow
• Responsible for developing the Long-Term Plan for cash flow for the Parks & Resorts Segment
• Identify and drive continuous process improvements
• Perform ad hoc projects as deemed necessary
• Proven experience and strong understanding of Balance Sheet and Cash Flow
• Ability to perform with limited direction
• Strong partnering and networking skills
• 6-9 years' prior related experience
• Previous experience in reporting, metrics, and analysis required, preferably in a reporting/metrics role for a large multi-state company as an analyst or coordinator
• Experience with ERP systems
• Knowledge of standard business practices and professionalism in a customer service environment
• Experience with SAP Business Warehouse functionality
• Experience with SAP Ad Hoc Query functionality
• Advanced database skills (i.e. Access, Oracle, and SQL Server)
• Experience in a shared service center environment
• Review the accuracy and reasonability of financial statements disclosures
• Perform planning procedures in order to identify any issues prior to the commencement of the reporting cycle and work with applicable parties to resolve them
• Perform a review to ensure the general ledger balances agree to the supporting documentation, identifying issues and initiating the resolution of those issues with applicable parties
• Ensure the accuracy and reasonability of amounts disclosed in the financial statement by performing a thorough self-review
• Recommend and implement enhancements to procedures based on knowledge and experience obtained during preparation process
• 1 Experience in all legal entity reporting structure is preferred. Excellent administration skills
• 2 Preferred knowledge of Citi´s Corporate Legal Entity Management Policy, and additional related policies, and local regulatory requirements. Strong working knowledge of the financial services business
• 3 Excellent interpersonal and communication skills. Demonstrated ability to work across functional areas
• 4 Strong knowledge of accounting and related accounting topics experience
• 5 Excellent PC skills. Utilize Office (Word, Excel and PowerPoint ) to track progress and communicate
• 6 Excellent time management and organization skills
• 1+ year of Financial Reporting experience
• Degree in Finance or related field
• Experience in working with Operations and IT
• PMO experience
• Oracle G/L and Excel skills
• Knowledge of Broadridge systems - BPS and ICI impact
• Produce & deliver daily, weekly, monthly & quarterly statistical/regulatory reporting returns, which detail important aspects of the bank’s financials and therefore provide an invaluable source of information to Central Banks and other policymakers
• Liaise with multiple departments of the appropriate countries (including Financial Control, Treasury and Operations) to resolve issues
• Deep involvement in new system / process implementations related to Regulatory reporting requirements
• Prepare and update procedures for all returns as required
• Provide support to in-country Finance teams on an ad-hoc basis (e.g. audits, regulatory inquiries)
• 3-5 years of work experience in financial reporting / auditing / accounting roles
• Strong planning & organisational skills
• Professional communication & interpersonal skills
• Prior experience in a regulatory or risk reporting role is an advantage
• Knowledge of an additional EMEA language is a plus
• Assists in preparation of external GAAP financial statements and supporting schedules
• Prepares monthly, quarterly and annual internal financial reports for senior management
• Assists in preparation of quarterly external reporting packages to lenders
• Research impact of emerging accounting pronouncements and communicate to senior management
• Analyze transactions for technical accounting and disclosure requirements
• Preparation of schedules for external auditors
• Participate in special projects as requested
• BS in Accounting
• Three plus years experience (including public accounting)

Cib Investor Services Financial Reporting Analyst Shanghai Resume Examples & Samples

• Production and validation of a suite of IFRS-compliant and regulatory reports
• Process management to ensure data is captured from the JP Morgan Fund Accounting, Compliance & Performance Teams and delivered to the clients in accordance with defined service standards
• Assist in all reporting activities for a group of clients/accounts
• Interaction with internal & external parties (Clients, Fund Managers, Relationship Managers, Client Service etc.) to respond to any financial reporting-related queries that may arise
• Ongoing analysis of client accounting records and escalation, where appropriate, of any potential issues identified
• Maintenance of an orderly set of records for each client to facilitate query management and internal or external audits
• Manage the daily, weekly, monthly NNM / IA reporting and quality assurance process
• Liaising with various areas to address issues with prices, positions, custodial feeds from 3rd parties and other assets and liabilities in the upstream systems
• Working with product and business areas and be the gatekeeper of all required manual NNM adjustments with supporting documents for proper audit trail
• Developing and running various data queries and deliver results in timely manner to internal clients/stakeholders on a an ad-hoc or regular basis
• Supporting various key initiatives and strategic projects and various complex ad-hoc analysis
• Month-End Close
• 3 plus years work experience (public accounting and/or industry)
• Proficient in Microsoft Office, specifically Excel. Includes ability to utilize pivot tables and advanced formulas. Microsoft Access or other database experience is a plus
• Ability to support and maintain control environment
• Bachelor's Degree in Accounting; MBA, CPA or CPA track preferred
• A minimum of 2-4 years' experience in accounting and reporting, preferably in a manufacturing industry
• Advanced level skill in Microsoft Excel
• Strong SAP and Excel and Hyperion experience

Avp, Financial Reporting Analyst Resume Examples & Samples

• Working knowledge of U.S. Regulatory Reporting requirements
• 10+ Years of relevant experience. In depth knowledge of banking product / systems a plus
• Self-motivated with the ability to make decisions in the absence of detailed instructions
• Strong control awareness and proven analytical skills
• Interact and build relationships at all levels of the organization. Demonstrated ability to exceed customer service expectations
• Strong MS Office skills (specifically Access, Excel, PowerPoint)
• Program management experience with schedules, metrics, and presentations
• Experience and demonstrated ability to manage competing priorities in a complex and dynamic environment
• Running of daily, weekly and monthly reports
• Developing and running various data query and delivering results in timely manner to inte nal client/stakeholders
• Supporting various key iniatives and strategic projects
• Identifying anomalies in the data reporting environment and proactively ensure resolution
• Experience with SEC filings and XBRL preferred
• At least 3 years of public accounting and/or applicable industry experience. Direct hire from public accounting firms will be considered
• Advanced proficiency in Excel, Word and PowerPoint
• Strong knowledge of SEC reporting and GAAP
• Strong attention to detail with a high level of accuracy
• Information Access:authority to access the financial information, records, SLAs, and financial data of legal entities
• Monitoring:authority to be provided with and track specific financial and system data
• Advisory:authority to escalate any issues related to financial data, reporting and systems
• Recommend:authority to recommend policies, procedures, and standards within CAG that may impact legal entity reporting services
• Managerial: authority to deploy resources within the team to meet goals and objectives
• CPA (former CPA,CA, CPA, CMA or CPA, CGA)
• 5+ years relevant experience, progressively responsible related financial experience required
• Expertise in the application of accounting concepts pertinent to IFRS, investment accounting, hedge accounting
• Expertise in the use of financial software applications, databases, spreadsheets and word processing
• Experience in reviewing the accounting and reporting work of others
• Excellent communication and leadership skills
• Expert ability to identify complex problems and review related information to develop and evaluate feasible options and implement solutions
• Strong ability to manage diverse relationships with partners/clients
• Responsible for accurate and timely preparation and reporting of all SEC filings(10Q and 10K) as well as other company statutory reporting requirements
• Responsible for balance sheets, income statements, cash flow statements and related supporting information
• Prepares accounting research and documentation supporting accounting treatment of Company transactions and desktop procedures
• Prepare management reporting and packages for quarterly Board of Directors reports
• Prepare company XBRL filings
• Financial analysis of variance between actual to budget
• Assist in the monthly preparation of internal and statutory financial reports of subsidiaries
• Participate in special projects as needed
• Works with accounting staff to insure that the audit is issued within Company determined deadlines
• Bachelors Degree; Accounting or Finance
• 3-5 years accounting experience with minimum 2-3 years public accounting audit experience required (ideally with strong public company client exposure)
• CPA license (or pursuing) preferred
• Excellent communication skills – both verbal and written
• Strong software skill set; heavy Excel
• Analyze customer charge out metrics with process head count champions
• Month End Support, coordination of all activities related to month end monitoring processes from Full Time Equivalent (FTE) stand point
• Driving planning/ FTE budgeting and forecasting process for Financial and Risk Operation Costa Rica
• Coordinating FTE functional transfer from customer and other centers
• Creating and analyzing FTE variance reporting
• Creating and analyzing FTE investment tracking reports
• Consolidating weekly deck for Senior Leadership Team (SLT)
• Creating and analyzing customer charge out by process
• Creating monthly financial information for Senior Leadership Team
• Ensuring FTE reengineering Plan is being met on a monthly basis
• Work with senior management team on budgeting and forecasting process
• Translate goals into measureable action items and monitor these on a regular basis
• Creating and leading customer financial review on a monthly basis
• Coordinate customer charge out initiatives with global S&E
• Calculate customer charge out rate for each customer periodically
• Controlling and coordinating change of customer charge out GOC
• Calculating and coordinating CRS, Tech and other Admin charge allocation for Citi Shared Service Center Costa Rica
• Provide Adhoc finance function support to Citi Shared Services Costa Rica
• Provide FTE calculation for monthly billing for finance and risk operating Costa Rica
• Create coordinate and lead Adhoc reporting requirement from Global strategy team, Center head and Regional Process Leads
• Bachelor’s degree in accounting, finance or engineering. (CPA as a plus)
• 5 years of proven financial experience in Finance and project management (shared services environment as a plus)

SEC Financial Reporting Analyst Resume Examples & Samples

• 1 + years of directly related accounting experience required
• Comprehensive knowledge of Microsoft Office applications (Word and Excel) and Oracle G/L
• Experience in the health insurance/managed care industry desired

Financial Reporting Analyst C Resume Examples & Samples

• Bachelors Degree in Finance or Accounting (or equivalent experience)
• 5+ years of experience in the finance/accounting industry strongly preferred
• Advanced Microsoft Excel skills Required Experience & Qualities
• Solid analytical background and skill set with demonstrated experience in
• Consolidations
• Intercompany transactions
• M&A integration accounting
• Technical accounting and external reporting support
• Four or more years accounting experience required
• Strong knowledge of GAAP required
• Oracle and/or Cognos experience preferred
• Coordinate the work distribution in partnership with other leaders in the department
• Support the billing, adjustments, commissions and collection functions
• Provide guidance on the recording of transactions in accordance to US GAAP, policies and internal procedures
• Approve work performed by direct reports
• Manage the performance and skills development of direct reports
• Support the department on the troubleshooting of issues associated with the different tools and processes
• Participate in the continuous improvement initiatives to drive efficiency in the department
• Facilitate the integration, analysis and reporting of department metrics
• Establish and maintain strong relationships with leaders, cast, partners and guests
• Demonstrated ability to establish and follow a project plan
• Demonstrated ability to self-schedule weekly and yearly plans
• Demonstrated ability to promote and support the vision of the department
• Demonstrated ability to facilitate the resolution of conflicts
• Demonstrated ability to deliver commitments despite time constraints
• Demonstrated ability to proactively propose improvement solutions to processes leveraging technology and innovation
• Demonstrated flexibility to adapt to change and influence team to accept it
• Demonstrated ability to strengthen others through mentoring and feedback
• Pursues excellence with integrity, passion and courage
• Demonstrated ability to effectively use MS Office to present status, progress and data analysis
• Five years of experience working in Accounting, Finance, Operation or similar
• Basic knowledge of tools used in the department (Lilo, DSCS, Dreams, Siebel, SAP)
• Bachelor’s degree in Finance, Accounting, Management or closely related field

Rohq Fro Financial Reporting Analyst Resume Examples & Samples

• Ensures that the team complies with its service level commitments relating to turn-around time and customer noise through process maintenance, improvement and re-engineering
• Sees to it that control processes and procedures are in place to identify and mitigate risks in his area of responsibility
• Ensures that stakeholders are informed of accomplishments and strategic changes for the group
• Assists in educating customers on FA reports, policies and tools
• Conducts capacity planning to facilitate continuity of business
• At least 5 years experience as a manager, preferably in a similar field
• Ability to develop strong partnership with stakeholders
• Ability to handle high volume of work & adapt to change
• Ability to plan and manage own time
• Capable of conceptual and innovative thinking (i.e., identifying solutions)
• Minimum 2-4 years accounting experience
• Demonstrated computer proficiency within a Windows environment (specifically Excel, Word and Power Point)
• Ability to set priorities and meet deadlines
• Ability to handle multiple tasks with flexibility in a fast-paced work environment
• Bachelor's and/or Master's degree in Finance, Accounting, Computer Science or Management Information Systems or similar experience required
• Commercial banking products experience or exposure: Trading products, Securities/Fixed Income, Lending, others
• Exposure to Citi proprietary Finance warehouses, Credit engines and/or banking systems is an advantage

AVP Financial Reporting Analyst Resume Examples & Samples

• 2-4 Years of Experience in financial reporting experience, data processing, data integrity & process controls
• Strong technical and data analytical skills with using Microsoft Excel. Access skills are a plus
• Java and Planview skills a plus but not required
• Ability to understand interactions and workings of internal systems and reports
• Relationship skills and experience partnering with businesses as well as the ability to influence and team with colleagues at all levels are necessary
• Analyze data from Product Processor to provide information regarding loan activity, including sales, transfers and other significant changes in the portfolio
• Performs complex research of accounting activity related to product processor transactions
• Specific month-end close functions including submitting of journal entries
• Account research and reconciliations
• Monthly and Quarterly reporting including variance analysis
• Review of financial results and performance of variance analysis
• Support of quarterly and annual audits
• Research product processor activity to identify cause of posting issues
• Operation system related duties such as clearing rejects from Product Processor and ledger
• Support mapping of Product Processor activity to ledger
• Validate testing of system enhancements to ensure accurate entries to the ledger
• Support of various projects and initiatives impacting Loan Accounting where development impacts accounting entries
• Bachelor’s degree in Accounting is required – CPA and/or MBA a plus
• 3 plus years relevant Accounting experience
• Financial Services and/or Loan Accounting experience a plus
• Knowledge of accounting software system (PeopleSoft or similar)
• Data mining experience desired (Report writer/ Monarch)
• 4+ years of experience in the finance/accounting industry
• Data Tracing
• Exposure to financial and regulatory reporting
• Experience working with large volumes of data from disparate sources
• Pro-active and goal-oriented strategic thinker
• Work flexible hours

Gf-financial Reporting Analyst Resume Examples & Samples

• Core responsibility in financial control and regulatory reporting
• Perform analytical reviews, account reconciliation and deliver financial (routine and ad hoc) to senior management
• Actively involved in the balance Sheet review and legal entity management process
• Compile various regulatory reports, and ensure compliance with regulatory requirements imposed by US and local regulators (HKMA, SFC, etc.)
• Work closely with the other functions such as Product Controllers /Operations / Financial Reporting Operating Units (offshore)
• Continuous improvement in the financial reporting processes
• Consolidate Disneyland Paris monthly financial statements for Segment Reporting
• Assist in the preparation of budgets, forecasts, and strategic plans (analytical support)
• Assist business unit partners in the consolidation of budgets, forecasts, and strategic plans
• Fulfill SOX compliance and other control requirements
• Streamline reporting and forecasting processes with a focus on new technology to drive business performance
• Provide analytical support for projects supporting business initiatives
• Highly proficient in Microsoft PowerPoint and in crafting high-quality presentations
• Proven track record of proactively problem solving complex issues
• Demonstrated ability to manage conflict/resolution
• Experience with SAP or other Enterprise accounting systems
• Experience with consolidation of international joint ventures
• Basel II infrastructure, data acquisition, analysis and reporting functions
• Business Financial Analyst (VT-12) Description
• Due to enhanced regulatory oversight, the Basel Reporting Operations Center of Excellence is currently hiring a Business Financial Analyst
• Incumbent will be responsible for Basel II / III analysis related to FFIEC 101 and Management reporting
• Responsibilities include the analysis of variances and the research of reconciling differences. Incumbent will be required to quickly build an in-depth and thorough understanding of variance drivers and be able to quickly gain and utilize knowledge of systems and process flows to ascertain and opine on identified issues
• GAPP and or IFRS reporting experience
• 3+ years financial reporting experience
• Banking experience
• Conduct monthly trial balance and quarterly balance sheet reviews, analyzing, researching and documenting variances in accounts
• Prepare, review and/or post journal entries as needed
• Conduct research of reconciling items and effect resolution of outstanding issues
• Provide training, guidance and leadership to staff
• Interface with regulatory reporting group to resolve regulatory reporting issues, variances, quality checks, etc
• Review intercompany billings/agreements to determine accuracy and appropriateness of charges
• Prepare reconciliations of various accounts
• Research and resolve FRS edit checks
• Prepare and maintain Balance Sheet Review package/binder for distribution to Controllers in accordance with corporate directives, meeting ARR and RCSA standards
• Conduct quarterly balance sheet review meetings with Controllers
• Conduct rotating tests of selected balance sheet accounts, maintain documentation of account reviews and report on findings
• Various monthly reporting and variance analysis (Including TDR loan reporting, loan delinquency reporting, etc.)
• Handle Ad-hoc requests for research, projects, variances, etc
• Support monthly reporting on consolidated company
• Create and maintain quarterly reporting timeline of periodic SEC and statutory filings
• Prepare financial statements, footnote disclosure and back-up support, including XBRL tagging
• Perform research and report to management appropriate disclosure requirements under US GAAP and SEC rules
• Assist in the coordination with external auditors during quarterly reviews and annual audits
• Degree in Accounting or Finance required; CPA or audit background a plus
• 2+ years of SEC financial reporting experience; experience within in-house SEC Filing system a plus; or 3+ years of Big 4 public accounting experience with SEC clients
• Advanced technical skills with Microsoft Excel and other Microsoft Office products
• Experience in working within financial systems with experience in Hyperion Financial Management, Hyperion Essbase a plus
• Apply knowledge of GAAP and/or statutory accounting principles to perform standard regulatory reporting tasks
• Prepare regulatory reports and ensure accurate and timely posting to Reporting Central
• Request/modify the company’s access to Reporting Central as needed
• Conducting/revising the legal entity scoping for all entities within the TIAA-CREF family of companies for regulatory reporting purposes
• Assisting the regulatory reporting team with the preparation and submission of all applicable regulatory reports
• Building technical knowledge for specialized industry reporting and operations
• Evaluating and improving processes to enhance workflow reporting, analysis, and systems
• Providing clear, accurate, and well-organized documentation
• Networking with personnel internally and across groups to resolve issues and gain needed information
• Working towards or attained a CPA or, CFA designation a plus
• Manage all accounting and financial reporting matters for Singapore CTI with annual operating budget of +/- $300mm and capital spend of roughly $1.6bn
• Responsible for CIBSL financial and regulatory reporting for both US and local GAAP which includes daily monitoring of regulatory ratios, MAS1003 monthly reporting, MAS111 Capital Adequacy quarterly reporting and MAS annual/ad hoc surveys
• Provide management oversight of various Center of Excellent (COE) to deliver accurate and timely reports
• Review the capitalization and impairment of fixed assets including the depreciable life and asset category for newly procured equipment in accordance with Citi Accounting Policy Manual and Operating Expense Directive
• Review intercompany allocations to ensure adequate and proper recovery of expenses, as well as timeliness of customers payment and settlement
• Review vendor contracts, statement of work and credits to ensure proper accounting treatment
• Manage external and internal stakeholders’ ad hoc requests and queries as needed
• BA/BS degree in Accounting or Finance is required
• The incumbent should have at least 5 years of relevant controllership and financial reporting experience; detail-oriented, good analytical and communication skills
• Strong data analytics, research capabilities and PC skills with emphasis on Excel spreadsheets and pivot tables
• Ability to interact effectively with all levels of management and with various functional experts
• Performing to the highest levels of due diligence on agreed data areas with proactive management of controls and quality standards
• Identifying anomalies in the data reporting environment and proactively ensuring resolution
• Ensuring reports and other deliverables meet agreed requirements of quality and time
• Managing the daily, weekly, monthly NNM / IA reporting and quality assurance process
• Liaising with various areas to address issues with prices, positions, custodial feeds from 3rd parties, other assets and liabilities in the upstream systems
• Working with product and business areas and being the gatekeeper of all required manual NNM adjustments with supporting documents for proper audit trail
• Developing and running various data queries and deliver results in a timely manner to internal clients/stakeholders on an ad-hoc or regular basis
• Supporting various key initiatives and strategic projects aas well as complex ad-hoc analysis
• The production of reporting packages to clients including
• Distribution of daily, weekly, monthly KPI
• Preparation of monthly executive reports
• Reporting duties relating to system access
• Production of billing files & corporate revenue projections
• Other reporting or data requirements as they become due
• Monitoring internal sales CRM systems
• Helping standardize presentations marketing materials
• Completing RFP’s/DDQs to ensure timely delivery to clients
• Helping coordinate events
• Office management duties
• Bachelors degree in Business or related field
• 2+ plus years experience ideally working in a sales or administrative role
• Previous customer contact experience
• Financial services background a plus
• Strong knowledge of MS Word, Excel and PowerPoint
• Experience in event planning for internal meetings and external events
• The ability to professionally interact with senior level executives internally and externally
• Detail oriented with excellent organizational and communication skills
• Superior problem solving skills
• Self-motivated and eager to learn
• Compiles data for and prepares periodic financial reports of a highly complex nature
• Knowledge of Hyperion Financial Management and other report generation instruments
• Completes research on new regulatory reporting disclosure requirements to ensure the Bank remains in compliance
• 5+ years of equivalent work experience in Financial Reporting
• 6+ years of accounting or finance experience
• Ability to influence and motivate others
• Perform math and analysis
• Proficient in Microsoft Office Suite (Word, Excel, Access, & PowerPoint)

Financial Reporting Analyst International Operations Resume Examples & Samples

• 6 to 8 years experience in financial reporting processes and methodology
• Solid knowledge and understanding of the business planning process, reporting cycles and requirements, protocols for sign-offs and information sharing, PO financial processes, key business metrics
• Advanced understanding of the business unit’s risk and regulatory requirements
• Solid understanding of management information reporting and publishing processes
• Advanced understanding the key success criteria that support the business strategy and its stakeholders
• Solid understanding of industry practices and reporting fundamentals
• Advanced PC skills, e.g., MS Office (Excel, Word, PowerPoint), Outlook, Lotus, web browsers, MS Project
• Conceptual skills, with an ability to quickly understand concepts and translate them into meaningful information
• Strong analytical and problem-solving skills, with an ability to effectively interpret productivity and other key operating data
• Advanced prioritization skills
• Strong negotiating and influencing skills to make significant change in a demanding business environment
• Strong teamwork skills, with the ability to work independently as well as collaboratively
• Ability to understand and interpret financial information and conduct cost-benefit analysis
• Ability to create and organize varying forms of business information while developing it into cohesive, meaningful, professional reports and presentations with little guidance

Financial Reporting Analyst Standard Workflow Assurance Team Resume Examples & Samples

• Establishing and enforcing standard controls across COE countries
• Supporting the individual COE teams perform controls that require special expertise
• Co-ordinating controls-related projects that span multiple countries and teams, or which require special expertise
• Identify and evaluate design and operating control deficiencies; and ensure that control issues are escalated to appropriate level
• Establishing and enforcing standard controls framework across CoE countries
• Co-ordinating controls and standardization related projects that span multiple countries and teams, or which require special expertise
• Review the regulatory reporting control environment of any new countries whose processes are being migrated to the COE and come up with recommendations before, during and after process migrations
• University / College degree in finance / accounting
• Fluent English language skills in written and spoken
• 0-2 years of work experience in financial reporting / auditing / accounting roles
• Knowledge of capital and financial market products and Basel II/III
• Advanced MS Excel and Access knowledge
• Excellent analytical skills and attention to details
• Monitoring completeness and timeliness of data received from various sources
• Monitoring timeliness and successful completion of processes
• Monitoring of the delivery of resolutions on issues escalated
• Provide daily operational status during month-end cycle
• Prepare daily hand-offs to counterparts, if applicable
• Identify improvements on the existing procedure
• Adhere to operating standards and best practices
• Maintenance of Procedures and Operational guides
• Acknowledge and attend to customer’s concerns
• Provide monitoring result statistics for Operational Reporting and Metrics
• Graduate of any 4-year course preferably business related
• Participate in the definition phase of the project including
• At least 3 years Operations experience, with at least 1 finance implementation project to completion
• Critical Thinking & Problem-Solving
• College graduate, preferably Accounting/Business course
• Knowledgeable in MS Office application
• Keen to details
• Good communication skills (oral and written)

Controllers Real Estate Lending Financial Reporting Analyst Resume Examples & Samples

• 2-3 years of public accounting or other similar experience
• CPA License preferred
• Communication (verbal and written) skills
• Work independent
• Microsoft Office skills
• Execution of daily, monthly, and quarterly testing, obtain source data and review for proper external reporting classification; determine actual external reporting treatment and identify exceptions
• Oversight of complex control environment
• Manage responsibilities (staff, coordinate with QAT in North America)
• Prepare and deliver presentations to CFO, Country Controllers and Internal Audit
• Special Projects, ad hoc requests, project management
• Advanced understanding of current accounting principles, policies and financial institution regulatory reporting, e.g., FRY-9C, Call Report
• Must possess demonstrated leadership in dynamic organizations and the ability to effectively communicate through all levels of the organization
• Hands-on, operationally oriented and demonstrated ability to manage in a complex and dynamic environment, knowledgeable with current accounting principles and policies
• Experience interacting with a variety of corporate and business constituents
• Must be comfortable in a matrix-management environment and possess the ability to simultaneously handle significant department and corporate initiatives
• Analyzing and interpreting large amounts of financial data
• Preparing regular and ad hoc reports (financial data, KPI, Headcount, trend analyses)
• Handling Senior Managers' queries on reports and their content
• Proposing process innovation and automation
• Core responsibility in financial control
• Involve in the balance sheet review (including review of internal control process and irregularities)
• Support the monitoring of intercompany transactions, and maintenance of inventory for intercompany charges
• Assist in other internal control monitoring, including: nostro accounts, suspense accounts, accruals, local regulatory reporting
• Work closely with other functions such as Product Control/Operations/Legal/Compliance/Financial Reporting Operating Units (offshore)
• Familiar with the internal control environment in banking sector and/or capital markets
• Good knowledge on internal control monitoring and testing
• Fluently spoken and written English essential
• Strong analytical, communication and interpersonal skills
• Positive "team player" attitude required
• University/College graduate or above; qualified CPA and with at least 5 to 6 years internal control or audit experience in banking sector and/or capital markets
• Perform and coordinate accurate, efficient, and timely processing of reconciliations, adjustments, reports, queries, customer support, and other required activities
• Support, prioritize and coordinate any project/Controls needed to mitigate identified risk, roadblocks or issues impacting the Month End Close
• Maintain an efficient, direct and timely communication with direct manager, team members and customers. Include being a team player and problem solver
• Actively participate in training, communication, process improvement projects as assigned by direct manager in accordance with Citi objectives
• Bachelor’s degree in business, finance, accounting or equivalent experience
• At least 5 years experience in Financial Services or Shared Services work environment preferred
• Prior experience with GL systems (PeopleSoft, SAP, ORACLE or equivalent)
• Good proficiency in Excel, including working knowledge of complex formulas and pivot tables
• Solid customer service and strong written and verbal communication skills
• Production & delivery of daily, monthly & quarterly prudential regulatory returns and monitoring reports
• Assist in the coordination of KPMG annual audited financial statements for CitiFinancial entities (US, Canada, and PR) by managing the PBC list (prepared by client)
• Prepare footnotes and various schedules to support the annual audit
• Prepare quarterly board packages and monthly financial statements
• Participate in the loan confirmation process (US, Canada & PR)
• Prepare lead sheets to reconcile general ledger accounts level detail to corporate reporting system (FRS) via custom built database (utilized to support KPMG and FR2248)
• Assist in the CBNA (Citibank, NA) retail KPMG substantial testing of loans, deposits, cash, and other revenue as requested by KPMG required for the signoff of the annual Citigroup 10K filing
• Maintain Legal Vehicle Hierarchy structure of the CitiFinancial entities and make changes when entities are created, dissolved or inactive compared to the corporate structure or LVOS
• Good technical skills especially Access database and Excel
• Exceptional written and oral communication
• Attention to details and the ability to understand difficult transactions/processes
• No relocation assistance available *
• Bachelors in Accounting with at least 7 years experience and knowledge of GAAP/IFRS
• Other helpful skills include PeopleSoft and Essbase
• Strong team building skills, along with strong analytical skills
• Working knowledge of a computer
• Intermediate or above excel knowledge
• Proficient in Microsoft Suite
• Prior accounting or finance work preferred
• University/College degree, specialized in Accounting/Finance
• Prior experience with HO and US regulatory reporting including management reporting
• Control focus / Risk awareness / Auditor approach
• Self-motivated, independent and able meet assigned deadlines
• Good understanding of Bank Operations is a plus
• Excellent PC Skills (Excel and MS Office, databases, financial reporting systems - Access is a plus)
• Assist in the preparation of the Forms 10-Q and 10-K for quarterly SEC filings, including obtaining information from numerous internal sources
• Prepare summarized monthly balance sheet and cash flow statements, as well as research variances and provide summary to supervisor
• Perform technical accounting research on issues and prepare accounting position papers to document appropriate accounting treatment
• Assist in the preparation of quarterly forecasted and actual press release information
• Record limited journal entries related to SEC reporting, as well as prepare quarterly account reconciliations/roll-forwards
• 3+ years of experience in an accounting role
• Control focus/Risk awareness/Auditor approach
• Highly numerate, detail oriented, and strong analytical skills are required
• Self-motivated, independent and able to execute multiple tasks and meet assigned deadlines
• CPA or public accounting experience is preferred
• Manage the delivery of identified priority units which have been highlighted by the business as key deliverables
• Produce reconciliations between current Regulatory reports (QMemo, Cash Flow, FR2436, CER and others) and RRAI reports
• Escalate issues to the appropriate parties identified during the reconciliation process and follow up it to ensure completeness
• Prepare decks that summarize the status for both regions LATAM and NAM
• Collaborate with Finance, Technology and other Financial Risk Operations teams in the implementation of Best-In-Class systems
• Work close with the BAU team on the transition of the process
• Identify and highlight to manager possible show stoppers to move to the RRAI
• CPA / Financial Administration or related fields formation
• 3-5 years’ experience in a Financial Reporting / Financial Support areas / accounting
• Fluency in English, Spanish and Portuguese is a plus
• Good knowledge of USGAAP policies and US Regulatory is a plus
• Good PC Skills (Excel and MS Office, databases, financial reporting systems - Access is a plus)
• Good at using spreadsheets and databases to analyze information
• Able to multitask and comfort with manipulating data
• Work closely with Business Partners to obtain required reporting information and develop improvements to the reporting process
• Partner with Operational Accounting and Accounting Policy/ Internal Controls to ensure data reflected in the Bank's financial reports are accurate
• Develop and maintain robust documentation for all key processes - automated and manual - associated with the preparation of the U.S. GAAP Financial Statements
• Assist in the preparation of the BNP monthly and quarterly reporting under IFRS
• May be asked to write SQL Queries against databases
• Ability to write clear business requirements
• Bachelors in accounting or finance required
• Advanced degree or certification highly preferred
• 4+ years with a major accounting firm highly preferred
• 4+ years of equivalent work experience in Financial Reporting
• 5+ years of accounting or finance experience
• Excellent attention to detail & strong communication skills
• Assisting in the Form 10-Q and 10-K process, including preparation and tie-out of financial statements
• Preparation and coordination of the monthly board reporting presentations
• Coordination with external auditors for quarterly reviews, interim and year-end testing
• Preparation of account reconciliations
• Preparation of accounting entries for derivative transactions, including applicable disclosures
• Develop and maintain robust documentation for all key processes - automated and manual - associated with the IFRS reporting function
• Acts as a lead for employees supporting the financial reporting process
• Frequent interaction with Business Analysts and Technology Resources
• Responsible for accurate and timely preparation and reporting of all SEC filings and other company statutory reporting requirements within statutory and Company determined deadlines
• Responsible for the integrity and accuracy of financial and operational information included in filings
• Prepare quarterly and annual consolidated financial statements, including income statement, balance sheet, cash flow statements, equity rollforward, and footnotes
• Complete disclosure reporting checklist to ensure the company is in compliance with reporting requirements, including identifying and assessing the impact of new accounting pronouncements
• Prepares accounting research and documentation supporting accounting treatments of Company transactions and procedures
• Assist in the completion of quarterly reviews and annual audit
• Assist in the design and development of financial reports from various systems (Oracle)
• Work closely and partner with multiple internal departments, external auditors, and consultants
• Assist in internal controls testing for financial systems
• Minimum 4-6 years of accounting experience
• Strong written and verbal communication skills and ability to handle confidential information
• Ability to manage multiple deliverables with competing timelines
• Strong work ethic with attention to detail
• Demonstrated strong presentation skills
• Proven knowledge and understanding of WDP&R Fixed Asset policies and procedures and SAP Fixed Asset System
• Ability to manage conflict/resolution
• Proven influencing abilities
• Bachelor’s degree or equivalent in Accounting, Finance or Economics
• Performing the daily operational and month-end accounting activities of various U.S. based subsidiaries
• Responsible for preparing journal entries for legal entities financial statements for subsidiaries
• Managing the delivery of month-end head office reporting
• Solid experience in preparing Consolidated Financial Statements under IFRS and U.S. GAAP
• Experience in dealing with implementation of financial reporting systems, front to back feeder systems, accounting policies and accounting for new products
• Bachelor degree in Accounting required
• CPA Candidate or CPA is a plus
• Public accounting required, Big 4 highly desired
• Two or more years of work experience in a financial role
• Demonstrated strong written communication skills
• High integrity with the ability to maintain confidentiality
• Demonstrated proficiency within a Windows environment, specifically Excel, Word and PowerPoint
• Strong SAP skills with demonstrated ability to develop queries needed to do ad hoc project work
• Ability to identify process improvement opportunities and provide solutions
• Willingness to take on a myriad of project types
• Production & delivery of the daily, weekly, monthly & quarterly statistical/regulatory reporting returns
• Maintenance and further development of key controls & reports including reconciliations, static data & variance analysis
• Liaising with multiple departments of the appropriate countries (including Financial Control, Treasury, Risk Department) to resolve issues
• Preparing and updating procedures for all returns as required
• Provide support to local Finance on an ad-hoc basis (e.g. audits, regulatory inquiries)
• Czech/Slovak OR Bulgarian OR Romanian language skills preferred
• 0-2 years of work experience in financial reporting / auditing roles
• 1+ year of Public Accounting and/or Private Industry experience
• Bachelor's Degree in Accounting, Finances, and/or a related field
• Financial Services background
• Previous experience with GAAP and General Ledger
• Engage with other Garmin finance departments around the world to consolidate financial information of all operating and holding entities
• Prepare and analyze monthly financial statements and supporting schedules
• Assist in 10-Q and 10-K preparation
• Must possess a minimum of 2 years work experience in Accounting/Finance
• Demonstrates strong knowledge of accounting theory and principles
• Advanced working knowledge of Microsoft Excel
• Excellent verbal, written, analytical and interpersonal skills
• Proficiency in Microsoft office applications with a particular emphasis on strong excel skills
• Experience in Public Accounting
• Participate in maintenance clean-up initiatives on General Ledger/Reporting Engine systems
• Research problems/questions relating to system maintenance. Key source for troubleshooting maintenance issues
• Assist in testing process improvement solutions and conversions
• Analyze current processes and provide recommendations to improve processes and procedures
• Document and maintain procedures as necessary
• Review maintenance requests and apply basic accounting principles and Citi accounting policy to ensure validity of request
• Train and back-up co-workers as required
• Respond to ad hoc queries
• Understand General Ledger or Reporting Engine functionality and dataflow for daily and month-end process
• Provide subject matter expertise to business
• Continuously work to streamline and automate current processes
• Work with other department and line mangers on system enhancement projects
• Analyze and reviewing account definitions for G/L to provide proper account treatment for customers
• Analyzing and providing specifications to support for system processing enhancements
• Back up to staff regarding month-end processing and close process
• Perform UAT testing as applicable
• 3-6 years or relevant working experience
• General knowledge of derivative, equity and fixed income markets
• Knowledge of accounting and reporting for investment companies and partnerships
• Working knowledge of master-feeder structures and related accounting
• CPA candidate
• Understanding of FRO end to end process
• Strong communication & presentation skills
• Ability to question status quo, and identify opportunities to reengineer/streamline processes
• Project migration experience
• Partner with the end users; work with project sponsors and managers to establish progress and directive of the project by achieving goals, reaching targets, solving problems, mitigating risks
• Detail oriented with excellent organization skills
• Strong teamwork and leadership skills are essential
• Innovative, Proactive, creative and able to work independently yet a collaborative team player
• Sense of urgency, Critical thinking, Leadership skills
• 5 years of experience in Financial Services or Shared Services work environment preferred
• Responsible to ensure the accuracy of Mexico Integrated Closed process escalate issues timely and drive that to conclusion
• Monitoring the project progress, including sub-projects
• Drive standardization of activities including the identification of productivity and efficiency saves
• Serve as a liaison between lines of business, Segment and regional teams by providing support and guidance to International markets
• Become an integral part of a world class reporting team by promoting collaboration, innovation and business expertise
• 3-5+ years of public or private accounting experience required
• Excellent communication skills, both oral and written, including presentation skills
• High-energy, self-motivated, team player with a desire to excel in demanding and fast paced detailed oriented environment
• Strong research, analytical, and problem solving skills, proficiency using Excel (pivot tables, Match Index, H-&V-lookups, etc.)
• Strong working knowledge of Microsoft Office applications (Excel, Outlook, Word, PowerPoint)
• Flexibility in hours as required for deliverable deadlines
• Experience with SAP and COGNOS preferred, but not required
• Public accounting experience or coordinating with external auditors preferred, but not required
• Bachelor’s degree required (Preferably in Accounting and Finance or equivalent)
• Prepare financial statements and reports for Sr. Level staff as well as auditors
• Implement efficient processes for management and strive for continuous improvement
• Automate current reports and analyses using technical skill sets
• Help to define the group?s roles and responsibilities with GAAP and regulatory reporting
• Ad hoc projects and reporting as needed

Cbna-gf Financial Reporting Analyst Resume Examples & Samples

• Manage the end-to-end financial reporting process (Local, HO/US regulatory reporting and management reporting) for the COEs (ROHQ and CBPS) including the CRS vehicles – totaling 5 business units
• Assist the controller in providing strategic direction to both the business and the FRO on ensuring accuracy and correctness of reports submitted to local regulators and maintained in Full Suite, FRS and Pearl
• Assist the LEMs/Controller in monitoring and ensuring resolution of issues raised by the regional contacts, business and/or FRO
• Support the controller in providing Accounting Policy guidance to the business
• This is especially true for new products
• Understand the reports generated by FRO and bridge them with the knowledge gap of the business in the financial reports filed
• Ensure timely submission of the month-end, quarter-end, semi-annual and annual reports
• Manage O&T and GF allocations/charge-outs process covering PH Geography
• University/college degree, specialized in Accounting/Finance
• 9+ years of experience in an accounting role
• Excellent verbal and written communication skills, ability to communicate with senior management and strong interpersonal skills
• Providing Basel III Reporting support to APAC & EMEA countries
• Performing BAU activities of the DRA Optima team for monthly Basel II Reporting including, but not limited to GL Reconciliation
• Documenting user requirements and ensuring these have a thorough impact analysis to be able to prioritize and dimension work effort, considering there will be competing projects for other functions in the technology queue; based on analysis and resulting metrics / impact analysis coordinate and prioritize the efforts for system / process development to ensure issues and / or cycle time are reduced
• Establishing, maintaining and enhancing related Operation procedures, ensuring key controls are in place and both standardize and optimize processes globally
• Strong English communication skills given exposure / interaction with senior business leads is required
• Exposure to Citi proprietary Finance and Risk data warehouses and/or banking systems is an advantage
• Bachelor's degree in Accounting, Economics, Finance or equivalent experience required
• Regulatory reporting or Financial Control experience preferred
• Understanding of GAAP Accounting and rules and Financial Instruments
• Relevant experience on Regulatory and/or Balance Sheet reporting is required
• 7+ years of Financial Reporting experience
• Previous experience with Fixed Income / Wholesale Banking Products (whole loans, loan syndications, repos, reverse repos, interest rate swaps, money markets)
• Regulatory Reporting knowledge (FFIEC 002, FR Y 9-C, FR Y-7Q)
• Understanding of both Subledgers and General Ledgers
• Solid accounting skills (including debit / credits)
• Microsoft Excel proficient (Pivot tables, V-Lookups, SumIf)
• Accounting / Financial Reporting background with a blend of Product Control experience
• Very good communication skills given exposure/interaction with senior business leads is required
• Data Warehouse/Modeling related skills is an advantage
• Commercial banking products experience or exposure: trading products, securities/fixed income, lending, deposits and others
• Develop and execute reporting needs for coalition and brand finance teams through projects and standard reporting requirements using the Business Intelligence framework (i.e. Cognos)
• Assist accounting and finance teams with issues and tickets on reporting requirements with GBT and production support teams
• Create adhoc reports for daily management reporting and analysis
• Participate on the Business Intelligence Competency Center (BICC) team to drive standardization of reporting across the coalitions and brands
• Prepare and coordinate training needs and documentation across the coalitions relating to Business Intelligence
• Work on special projects and audit requirements as needed
• Responsible for all fund financial reporting services
• Resolve queries that arise from auditors, cleint and third parties
• Liaise with internal teams
• Plan out the accounts preparation and audit process
• Ensure files are complete and up to date
• Keep informed with all local technical and regulatory developments
• Prepare income and balance sheet statements
• Prepare cash flow statements and various other accounting statements and reports, using US GAAP, for a number of hedge funds for year-end audit
• Prepare journal entries and perform reconciliations
• 4-5 years related experience in hedge fund accounting environment or similar financial reporting environment preparing financial statements for US GAAP hedge funds
• Strong numerical, analytical and problem resolution skills
• Highly computer literate
• Excellent communicator with strong interpersonal skills
• Good knowledge of Hedge fund products - swaps,OTC, futures, options, fixed income
• Qualified Accountant - ACA, ACCA,CIMA
• Assist with the external reporting requirements, including preparation of the quarterly earnings release and management discussion and analysis, for the Parks and Resorts and Consumer Products segments
• Review the cause-of-change analysis of the Consumer Products lines of business. Prepare segment cause-of-change analysis and supporting schedules for executive close meetings. Prepare segment business unit analysis package and various ad hoc schedules
• Review the Parks and Resorts cause-of-change analysis and supporting schedules. Prepare the segment business unit analysis package and various ad hoc schedules
• Contribute to the preparation of the consolidated earnings summary for executive management to support quarterly earnings call
• Preparation and analysis of various financial statement footnote disclosures, including the annual pension footnote
• Contribute to the preparation of the annual defined contribution and defined benefit plan financial statements and supporting schedules
• Provides second-level checking of FA invoices reviewed by FA specialists
• May be assigned various tasks as instructed by the country manager related, but not limited, to customer service, user training, quality assurance, information and projects. May be rotated across various functions and countries for the individual’s own growth and development
• Assists in the training of customers to educate them on FA policies and P2P tools
• Bachelor's and / or Master's degree in Business Management, Finance, Accounting or equivalent experience
• A good team player. Can work with both formal and virtual teams across different geographies
• Can work with big data sets. Has good data tracing and data analysis skills
• Willing to work mid-shift and flexible hours during month end cycle
• The following traits are an advantage
• 2+ years of experience in an accounting role
• Prior experience with issuing US GAAP audited financials
• Experience with broker-dealer reporting is a plus
• Assist in preparing the 10-Qs and 10-K filings to the SEC
• Assist the CFO/Controller in preparing the annual budget and latest estimates
• Analyze financial and operating data and drive the variance analysis
• Gather data and prepare monthly management reporting
• Prepare and submit the monthly and quarterly cash flow reports to the CFO and Leadership Team
• Accurately analyze the actual cash disbursement and receipts, compare to forecast for the month, and review/investigate variances and their causes
• Provide analysis and supporting data for the incentive distribution rights review
• Maintain & analyze the cash position and alert the CFO on a proactive basis when cases of insufficient cash balances may arise
• Minimum 1+ years accounting and financial reporting with exposure to Regulatory or SEC/GAAP financial statement analysis
• Bachelor's degree in accounting/ finance
• Strong analytical, technical, organizational skills
• Ability to manage multiple responsibilities under demanding time frames
• Team player, but can work independently, energetic
• Strong leadership/coaching skills
• Solid PC and system skills including Excel, Word, Powerpoint and some Microsoft Access
• Management reporting for Retail businesses (TDSNA, DSI, Wholesale) including preparing and presentation of P&L’s
• Prepare and/or assist with the Global Retail presentation and other financial results, as required
• Partner with accounting teams both within the business unit and in supporting organizations on monthly/quarterly reporting requirements and variance analysis
• Responsible for all MCS and SOX requirements including coordinating and assisting with Sarbanes Oxley compliance and Minimum Control Standards on a quarterly basis for TDSNA and DSI
• Coordinate and assist with statutory reporting for US and Canadian surveys on a monthly/quarterly/annual basis for TDSNA and DSI
• Responsible for all statutory reporting and annual audit for stores in Puerto Rico
• Support Management on special projects
• Effective communication skills (Written & Verbal)
• Excellent knowledge of accounting principles and internal controls
• Ability to apply logic and finance principals to solve complex problems
• Desire to implement best practices; process improvement orientation with focus on streamlined procedures and standardization
• Change Agent – exhibit a willingness to be adaptable/flexible and demonstrate a desire to operate in a dynamic environment
• Customer service oriented
• Ability to succeed and influence in a dynamic team environment with potentially competing interests
• Excellent organization skills, ability to manage competing priorities
• Proficient in Microsoft Office products (Word, Excel, Access)
• Minimum two years’ experience in public accounting preferred
• Bachelor’s in Accounting./Finance
• Basic knowledge of tools used in the department (Daylight, LMS, SAP)
• Minimum one year commitment in the role
• Bachelor’s Degree in Finance, Accounting, Management or closely related field
• External financial reporting (annual and quarterly reports)
• Technical accounting research and analysis
• Assist in preparation of audit support and maintain application internal control documentation and testing support related to global financial reporting group
• Monthly preparation of account reconciliations
• Work with the finance staff to timely resolve any reconciling items
• Prepare monthly intercompany settlements
• Assist with the quarterly and annual statutory filing requirements for two insurance companies
• Frequent interaction with the policy administration, claims, IT, and actuarial departments to resolve accounting issues
• Management Self-Assessment (MSA) Support
• 0 to 2+ years of accounting experience
• Other Required Skills
• Microsoft Office products
• Extensive years of experience in the preparation of financial statements or 5 years within a fund accounting environment with experience of producing all elements of a valuation
• Excellent customer interaction skills
• Leadership, drive and results focus

Financial Reporting Analyst Quality Assurance Team Resume Examples & Samples

• Interface with product and country controllers to obtain customer source data, review contracts and determine if critical data elements were accurately reported; making note of any exceptions
• Communicate to relevant business contact exceptions and follow through to ensure remediation actions are performed
• Produce and update and KPIs, metrics, and other presentations
• Provide input on training programs
• Participate in Internal Audit (IA) reviews
• Facilitate ad hoc and special requests
• 5+ years of Finance, Accounting or Product Control experience, preferably at large financial institution
• Solid analytical skills, combined with an ability to deliver analyses in a concise and logical manner
• Experience in working in operations unit requiring coordination across multiple regions and business segments preferred
• Must have strong communication skills (oral and written) to liaise with multiple groups and clearly articulate findings
• Must be assertive and have strong follow up skills
• Strong Microsoft Office, General Ledger Platforms, Product Processors, and Data Warehouses experience
• Ability to multi-task under strict deadlines demonstrating independent leadership skills
• Strong understanding and appreciation of internal control environment, reporting, and metrics is required
• Provide Basel III Reporting support to APAC & EMEA countries. Serve as the Subject Matter Expert for Basel III reporting
• Perform Finance and Risk Reconciliation BAU activities of the COE for monthly and quarterly Basel III Reporting
• Provide reports to senior management and other key stakeholders to highlight Finance and Risk mismatches and measure these against established thresholds, prioritizing material issues and directing operations units to investigate and resolve root causes while facilitating the appropriate escalation process and ensuring that corrective action is established and tracked on a periodic basis
• Distribute Finance and Risk breaks to the respective COE analysts and/or business owners including Region/Country Finance and Credit Risk Managers to investigate them and effect corrective action
• Follow up with the owners of corrective actions located across various countries until issues are resolved
• Participate in the Basel Daily Status Calls as the global subject matter expert on Basel III Reporting
• Document user requirements and ensuring these have a thorough impact analysis to be able to prioritize and dimension work effort, considering there will be competing projects for other functions in the technology queue
• Establish, maintain and enhance related Operation procedures, ensuring key controls are in place and both standardize and optimize processes globally
• Represent the organization with external parties including regulators and clearly communicate the Basel III reporting process and controls

Gaap Financial Reporting Analyst Resume Examples & Samples

• 5+ years of Financial Statement Reporting experience; 7+ years working within an Accounting and/or Financial Services environment
• Broad knowledge basis for General Ledger / Regulatory Reporting controls and infrastructure
• Microsoft Office/Suite proficient (Excel, Word, Project, etc.)
• Solid Information Technology experience
• Bachelor’s degree in Finance or Accounting or equivalent in exp
• 6+ yrs of finance or technology experience
• Advanced Project Management skills required
• Exposure to IT systems development lifecycle is required
• Finance or Credit Risk relevant experience required
• Knowledge and exposure to financial products is required
• Basel experience preferred
• Must be highly influential with multiple stakeholders with no direct oversight
• Must have strong communication skills (oral and written) to clearly articulate and defend point of view amongst various stakeholder perspectives
• Must be a team player, sharing insights and knowledge with colleagues, and driven towards meeting team goals
• Must possess planning and work skills driven by process improvement
• Exposure to managing global projects across various locations and cultures
• Experience working with a variety of risk or financial platforms
• Strong understanding and appreciation of internal control environment
• Ability to multi-task under strict deadlines
• Manage the financial month close process: preparing various reconciliation inputs to the Business reporting and FP&A teams which will assist them in analyzing and taking appropriate adjustments; forwarding these adjustments to the processing team and signing off on the closing numbers
• Carry out the product level reporting of financials in the Company’s Management Reporting system (Pearl) which involves reporting the Revenue and Balance Sheet accurately across various products, allocating the expenses to various products; posting appropriate tax allocations across various and ensuring that the Product Profitability Reports (PPRs) of various products are accurately reported which will enable the management to take appropriate business decisions
• Be quick to understand and implement changes to the processes to meet the revisions in the management reporting requirements
• Collaborate with technology, operations and functional specialists in understanding and analyzing specific business requirements needed in the new system and be responsible to take the same to completion
• Providing data and clarifications to various queries in relation to the numbers reported that may be received from FP&As, Business reporting teams and Regional office
• Managing and proofing various accounts of the unit; submission of proofs in FMS and eRecon systems; providing various templates to ICU and other Control units when asked for
• Facilitating the Controllership team on statutory and peer reviews
• Working with the Controllership team on Inter audit related deliverables
• Co-ordinate with the account opening team and have the account opening requests from various GCG units and carry out the necessary mappings of the new accounts in the downstream reporting systems and manage their mappings in the downstream reporting systems
• Liaise with members of Regional Reporting teams, to establish reporting requirements and develop the tools, facilitating the MPR changes
• Ensure that the requirements strengthen financial control, reduce regulatory reporting risk and aid faster, accurate and detailed management reporting
• 3-5 years work experience in finance or accounting or a related control discipline
• Strong technical & accounting skills
• Solid Microsoft Excel and general Microsoft Office skills
• Ability to work efficiently to meet prescribed deadlines
• Monitor enterprise intercompany processes, maintain Company-wide intercompany policy, identify and communicate risks as well as opportunities to improve the process, develop and implement process improvements, review segment submissions and prepare monthly and quarterly enterprise intercompany reconciliations
• Support the quarterly close and consolidation processes to ensure timely and accurate generation of TWDC consolidated financial statements
• Prepare quarterly Enterprise balance sheet analysis, goodwill and intangible roll forward
• Assist in preparing the press release, annual report, Forms 10-K & 10Q, and other SEC documents; provide external auditors with the supporting documentation and respond to inquiries
• Support implementation of off-quarter Enterprise-wide financial process improvement initiatives and facilitate as needed
• Help manage the Enterprise-wide Reconciliation process for several key accounts including Equity, Retained Earnings
• Three to five years in accounting, auditing or finance positions of increasing responsibility (including public accounting) preferably with a large multi-national company or Big 4 accounting firm
• Must have a passion for accuracy and a desire to understand the “why”
• Must be detail oriented while being able to think big picture
• Ability to meet tight/competing reporting deadlines
• SAP and consolidations systems experience a plus
• A Bachelor’s degree in Accounting, Finance or Business Administration; CPA a plus
• Bachelor’s degree in Accounting or Finance CPA and Public Accounting experience strongly preferable
• 2 to 3 years of experience with public accounting firm
• Experience in SEC financial analysis and reporting and /or financial services is beneficial
• Strong quantitative and PC (Excel, Systems, etc.) skills are required
• Ability to think analytically and have a desire to learn about Citigroup's businesses
• Must be detailed-oriented and able to work with various different professional groups across Citi’s Finance functions
• Motivated team-player, and ability to work in a challenging and fast-paced environment
• Accurate and timely preparation of Financial Statements for investment funds assigned(including Statement of Financial Position, Statement of Comprehensive Income, Statement of Changes in Net Assets, Statement of Cash Flow, Schedule of Investments Note Disclosures, financial highlights and ratios)
• Audit Lead for investment funds for clients assigned
• Participate in year-end planning meetings with client, auditors and internal teams
• Work with external auditors and client to deliver the audited financial statements on agreed upon deadline
• Maintain up-to-date knowledge on changes to IFRS and National Instruments 81-106 in regards to Financial Reporting for investment funds
• Prepare quarterly and annual consolidated financial statements, including income statement, balance sheet, cash flow statements, equity roll forward, and footnotes
• Participate in other ad-hoc projects (performing technical accounting research and completing financial and key metric analytics)
• Act as support for monthly close, internal control activities or testing, M&A activities, or other special projects, as needed
• Develop, implement and ensure compliance for Sarbanes-Oxley 404 internal control processes
• Ensure controls and other requirements surrounding the financial reporting cycle are performed, documented, and effective on a timely basis
• Manage all accounting and financial reporting matters for CIBSL
• Responsible for CIBSL financial and regulatory reporting for both US and Local GAAP and local regulatory requirements which includes daily monitoring of regulatory ratios, monthly and quarterly regulatory reporting to MAS and MAS annual/ad-hoc surveys
• Subject-matter-expert in interpreting reporting instructions of US and Local GAAP and provide guidance to COE and internal stakeholders
• Liaise with Singapore regulator MAS, external auditor KPMG, and Internal Audit and other supervisory authorities to ensure compliant with local laws, accounting, and reporting requirements
• Single point of contact on financial and regulatory reporting matters with constituencies
• Participate in reviewing and approving new products as part of NPAC and DPAC
• Participate in ad-hoc Finance controller projects and initiatives driving process improvements and streamlining
• BA/BS Degree in Accounting or Finance is required
• The incumbent should have at least 5 years of relevant controllership, financial and local regulatory reporting experience; detail oriented good analytical and communications skill
• Strong data analytics, research capabilities, and PC skills with emphasis on excel spreadsheets and pivot tables
• A good understanding of the data flow from the product processors, GL and data base systems is an advantage
• Ability to understand a wide range of complex subjects
• BA/BS degree in Accounting
• Strong understanding of financial reporting processes and systems
• Minimum 3+ years experience working in an accounting environment
• Intermediate EXCEL skills required; advanced preferred
• Deadline driven
• Able to multi-task and work in a fast paced environment
• Ability to build relationships with both internal and external business partners
• Analytical with strong process orientation
• Strong communication skills, both written and oral required
• Strong teamwork and Ownership Skill
• Previous banking experience preferred
• BA/BS in Computer Science or related field
• 3-5 years of experience in a programming role
• Expertise and in-depth knowledge of SQL
• Knowledge in banking and/or finance products preferred
• Knowledge of MS Office 2010 or later, particularly Excel and Access

Subs Controlling & Financial Reporting Analyst Resume Examples & Samples

• Supporting the preparation of various financial packages presented to the Board of Directors, Senior Management and various Regulators
• Assisting in the preparation of various monthly, quarterly, and annual financial reporting requirements for the U.S. subsidiaries including the Federal Reserve Board (FR Y-7N and Y-10F), the U.S. Department of the Treasury (TIC B, TIC C, etc.), the U.S. Department of Commerce (BEA 605, BEA 15, etc.)
• Implementing new accounting policies and new business initiatives
• Four year bachelor degree or international equivalent (Finance/Accounting preferred)
• Experience in financial and banking products (a plus)
• Knowledge in MS Access, Excel, Word, PowerPoint, and Business Objects
• Strong communication and organizational skills and ability to interact with UBS senior management on various committees, quarterly Board Meetings, and manage audits
• Strong documentation and organizational skills – ability to document work in a clear and proficient manner and be capable of multitasking on numerous responsibilities, while remaining organized

Financial Reporting Analyst, Citifinancial Resume Examples & Samples

• Assist with the adherence to, US GAPP, IFRS and regulatory requirements, including researching on accounting and regulatory issues, as necessary
• Work with Loan accounting and offshore financial close team to ensure smooth month-end close
• Manage and/or participate in ad hoc projects as required
• Bachelor’s degree; minimum 5-10 years’ experience working in an accounting environment
• At 4 years at Citi
• Able to multitask, comfort with manipulating data and work in a fast paced environment
• Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources
• Applies in-depth disciplinary knowledge to contribute to the development of new techniques and the improvement of processes and work-flow for the area
• Technical examination on accounting issues and new accounting standards impacting the SEC reporting process
• Preparation of information within earnings releases, annual reports, 10-K, 10-Q and other SEC filings
• Ensure that all non-GAAP disclosures are in accordance with SEC regulations
• Contribute to the implementation of new accounting standards
• Produce & deliver daily, weekly, monthly & quarterly statistical/regulatory reporting returns
• Prepare and update procedure notes for all returns as required
• 2-3 years of Accounting or financial reporting or audit experience
• Prior experience in a statistical and/or regulatory reporting role is an advantage
• Responsibility for preparing all the monthly financial packs for management
• Managing all the financial audits, on a quarterly and year end basis
• Financial Accounting - analyzing the financials at month end (however not performing transactional accounting duties)
• Regulatory reporting to MAS
• Supporting senior management on project work and also playing a key role in implementing a new financial system
• Direct assistance and involvement in group reporting to Senior management at period ends, analysing country, divisional and Group monthly results
• Preparation of the annual report and Board papers
• Provide reporting oversight of and assistance to country, divisional and shared service centre finance teams in a multi-national environment
• Supporting month end close process
• Lead production of head office subsidiary accounts
• Important involvement in the group audit process
• Technical IFRS analysis of group financial accounting issues and transactions
• Undertake varied projects and commercial analysis covering all aspects of Group Finance
• Prepares data for the production of internal and external financial reports based on IFRS
• Ensures accurate IFRS accounting for non-standard items, including preparation of technical papers, as well as statutory accounts
• Interacts effectively with internal customers such as country/divisional finance teams and senior Group Finance management, as well as the external auditors
• Analyses financial trends within the business
• Assists with process improvements, particularly in respect of period end reporting
• Undertakes analytical and reporting projects at the request of senior management
• Confident and strongly motivated individual who has the ability to lead projects on a day-to-day basis
• Experience of effectively and confidently communicating at all levels across an organisation up to Senior management
• Must be willing to work with the Group's data analysis systems
• Big-4 qualified accountant to become a key member of a FTSE 250 Central Finance department with proven opportunities for further progression
• Analytical background with a solutions-based approach to work
• IFRS qualified with Listed company experience
• Effectively manage the preparation and timely submission of assigned daily/monthly/quarterly/annual and ad hoc regulatory reports
• Assist in the review of all regulatory reports and in ensuring the accuracy of all financial information reported therein prior to submission to the regulator
• Ensure that Citi’s Daily FX Position Report is reconciled with Treasury’s eNet report prior to submission to BSP
• Ensure the timely completion of semi-annual PDIC insurance reports and payment of the corresponding deposit insurance premium
• Effectively manage the semi-annual PDIC audit of Citibank
• Assist in ensuring that all required audit schedules are submitted on time by all legal vehicles during BSP and SGV audit
• Ensure that all Citi entities in the Philippines have their audited financial statements finalized prior to the filing of their annual income tax return and deadline for submission of the AFS with the SEC
• Keep abreast of changes in accounting and BSP regulations and regularly and timely advise impact and reporting requirements
• Minimum of 5 years work experience in a business-related field
• Local regulatory reporting experience or background is desirable
• Experience in working with various units of the bank
• Strong MS Office computer skills
• Establish and keep a fluent and efficient communication with the country and regional controllers regarding the coordination of the processes and deadline compliance
• Analyze, establish and support VOE and sound working environment practices
• Serve as a main support to the coordination of a team of analysts, identifying development opportunities and action plans for the team including identification of training needs for each position as well as administrative functions
• 5 years minimum of experience in a financial control / finance support roles / accounting
• Assist with the Corporate and US regulatory reporting process of Bank Chain entities
• Perform monthly sign-off on financial results and positions (IFRS and USGAAP)
• Prepare and review detailed variance analysis
• Oversight of the Financial Reporting Operations Team (Philippines based)
• Review Managed Segments results and commentary
• Assist other teams on reporting issues/requirements
• Support Finance projects
• Commerce/Business Degree (major in accounting)
• Qualified CA, CPA or equivalent
• 5+ years experience in Banking/Financial Services (post qualification)
• Strong technical accounting skills (IFRS), US GAAP knowledge would be an advantage
• Experience with Citi financial systems (e.g. SMART, Flexcube, Pearl, FRS, etc.)-Preferred
• Proficient with Microsoft Office suite of products
• Familiar with consumer, corporate and investment banking products
• Participate in future process migrations from new countries
• 2-3 years of work experience in financial reporting / auditing / accounting roles
• Strong planning & organizational skills

Associate Financial / Reporting Analyst Resume Examples & Samples

• 1 to 3 years experience in financial reporting processes and methodology
• Must possess advanced Excel skills, (i.e. pivot tables, v-lookup, etc.)
• Must be proficient with PowerPoint
• Experience with Access a plus
• Good knowledge of standard desktop applications used by the business unit
• Strong understanding of the business unit’s risk and regulatory requirements
• Good understanding of key success criteria that support the business strategy and its stakeholders
• Good understanding of industry practices and reporting fundamentals
• Strong computer literacy, with an ability to leverage technology associated with the job
• Strong presentation, written and oral communication skills
• Ability to multi-task and function in a fast-paced environment
• Manage 1st level of customer escalations
• Ensure a standard good quality customer service at all times
• Timely escalation of issues to the appropriate resolver group if resolution can be delivered by a team outside System Operations
• Adhere to standards and best practices
• Assist in ensuring team’s compliance to procedures and controls
• Present customer query metrics
• Facilitate and drive Priority 1 or critical issue discussions amongst various resolver and impacted groups., when necessary
• Represent Help Desk Support Team in issue-related calls
• Ensure process flows, checklists and other audit and compliance requirement documentations are updated by conducting periodic reviews
• Ensure good working relationship with support counterparts
• Nurture FRO and System Operations mind-set
• Preferably with 3-5 years work experience in Production or Help Desk Support
• Has supervisory experience
• Bachelor’s Degree in Accounting or Finance or equivalent experience
• 1+ yrs. financial services, finance/accounting experience required
• 1+ years’ experience in banking and Regulatory Reporting preferred
• Strong Excel, PowerPoint, MS Word and MS Access a plus
• Ability to organize and prioritize parallel tasks/work streams
• Strong interpersonal skills and ability to work with multiple functions (Front office, Operations, Compliance, Technology and Finance)
• Ability to quickly grasp and master new concepts/requirements
• Ability to learn/understand some technical implications of system design
• Assist in delivering essential investment data and benchmarking information,
• Preparing reports for portfolio and risk management purposes,
• Support the production of accurate and timely periodic reports for client reporting,
• Assist with validating and reconciling individual manager and portfolio performance in a timely manner,
• Assist in all the non-investment functions pertaining to the management of a Hedge Fund of Funds portfolio
• Bachelors Degree in a business curriculum, such as Accounting, Finance, etc
• Must be able to perform both financial reporting and operations roles
• Overtime is required during peak reporting periods and for operations related initiatives
• Monthly consolidations and reporting
• Prepares and presents monthly P&L balance sheet analysis
• Assist in the preparation of footnotes for Form 10-k & Form 10-Q
• Perform research on complex accounting issues to support both corporate and business units
• Assist both internal and external auditors; also assist in the technical accounting issues
• Minimum of 1.5 years’ experience – Public accounting preferred
• SEC Reporting Experience
• GAAP Experience required
• CPA or ability to work towards obtaining (funding provided by client)
• Prepare and/or reviews monthly, quarterly, semi-annual and annual financial statements of basic funds and other reporting documents for GAAP, Industry and Client requirements
• Prepare and/or review supporting schedules and reconciliations required for completion of shareholder reports
• Prepare and/or review periodic schedules for Boards of Directors/Trustees/Audit Committees
• Work with GFAR Hyderabad to ensure reports are accurate and received per timetables and liaise on resolution of matters identified in the Funds
• Prepare and/or review other reports provided to internal and external customers for accuracy in accordance with established guidelines/requirements, e.g. marketing/sales non-financial statements
• Research and analyze various accounting disclosure requirements for new accounting pronouncements and new product types and make recommendations to management on reporting guidelines
• Update periodic expense budget templates and projection accruals and other daily and periodic expense tasks
• Assist Supervisor/Lead Financial Reporting Analyst in preparing Management Board Reporting and regulatory reporting schedules
• Assist Supervisor/Lead Financial Reporting Analyst in overseeing external vendors
• Assist Supervisor/Lead Financial Reporting Analyst in the year-end audit process
• Assist in departmental projects working directly with a Supervisor/Lead Financial Reporting Analyst
• Provide routine customer service to clients, answering basic queries, providing readily available data and completing special assignments for clients assigned by Manager or Lead Financial Reporting Analyst
• Requires two to five years of financial accounting experience with an emphasis on mutual fund accounting or financial administration and reporting
• A professional qualification in finance or accounting (e.g. ACCA) would be viewed favorably
• Intermediate knowledge of investment business, including financial instruments,
• Ability to speak English fluently
• Excellent attention to detail and superb analytical skills
• Advanced knowledge of MS Excel and other Microsoft Office applications are required
• Ability to independently prioritize workload and multiple tasks to ensure that all deadlines are met
• Ability to maintain flexibility and supervise conflicting deadlines in a fast paced dynamic organization
• Ability to independently research technical accounting issues and prepare analysis based on surrounding circumstances
• Willingness to learn and develop technical, financial and regulatory industry knowledge and expertise
• Assist in financial statement disclosure processes and compliance with external reporting requirements
• Lead in the preparation of various schedules, internal and external reports and completion of required regulatory forms and related press releases
• Actively research impact of emerging accounting pronouncements and prepare senior management presentations
• Assist and support the external audit process as needed
• Participate in the preparation and review of the financial statement disclosure process
• Maintain and develop processes and controls
• Participate in projects aimed at enhancing the regulatory reporting system infrastructure
• Basel 2 / Basel 3 / COREP experience highly advantageous
• Good working knowledge of Microsoft Office packages, particularly Excel
• Assist in the monthly, quarterly and annual close and consolidation of Company-wide financial results, including preparation and review of consolidation adjustments to ensure internal and external financial statements are accurately compiled, completed, and properly stated
• Analyze consolidated results to ensure accuracy and to support information requests from management. Interpret and analyze all balance sheet fluctuations. Assist with the preparation of information for board meetings, analyst phone calls, etc. as needed
• Assist with preparation of the Company's consolidated statement of operations, balance sheet, cash flows and shareholders' equity. Also assist in preparing supporting footnotes
• Assist in the preparation of supporting schedules for the external audit and coordination therewith
• Assist Internal Audit in all phases of Sarbanes-Oxley compliance, where appropriate
• Assist in the preparation of Pro Forma financial information
• Manage the preparation of the Ratio of earnings to fixed charges, selected financial data and other supporting schedules required by the SEC
• Inform management of issues and ideas related to the financial or operational aspects of the businesses
• Perform research and assist in the preparation of accounting analyses to support/sustain the Company's position on accounting matters or other disclosure requirements
• Support research of new accounting rules and analysis of related impact to the Company's accounting and reporting
• Bachelor's degree in Business or Finance with MBA or CPA strongly preferred
• A minimum of three years overall accounting and financial reporting experience with increasing levels of responsibility required
• Prior corporate financial accounting and/or reporting experience desired
• SEC experience required
• Advanced proficiency in Microsoft Excel and PowerPoint required
• Experience with SAP BPC preferred
• Excellent communication, negotiation and leadership skills/ability to relate to all levels of management
• Ensure timely Risk Assessment/Process deep dives of new and existing processes and reduce Risk Exposure
• Closely work with Operational leads, Managers, BISO, Legal, Compliance and send site business partners as R&C representative
• Enhance knowledge of products, Control and Operational Risk, provide with insightful updates and health scorecard on Controls framework to management
• Responsible for varied internal and external communication with Auditors, Operational Risk and Internal Controls Unit
• Review PRCM ( Process Risk Controls Metrics ) for processes within FRO and identify gaps
• Review current Manager Control Assessment (MCA) to identify weaknesses in process or controls and highlight where process can be improved
• Define controls and analyze trends affecting processes
• Back testing and review of controls to ensure effectiveness and robustness of control’s procedures
• Enable teams to develop full procedure and process flow
• Proactively capture risks and track to closure
• Active partner in remediation of issues and liaison within varied functions across organization
• Analyze and understand requirements and conceptualize/design controls to appropriately mitigate risk
• Involved in preparing unit for internal audit and external exams
• Facilitate issue resolution interaction with the Auditors
• Ensure all relevant Polices (Operational and regulatory) are understood and adhered to by the group
• Train and coach teams on controls and regulatory compliance aspects within unit
• Collaborate, Scrutinize, advice and enable process managers to frame corrective action plans
• Act as a point of escalation in the absence of the Risk and Control Lead
• Partner with send side teams to capture and track risk in order to minimize losses/near miss events
• Ensure appropriate validation of CAPs/Issues takes place before closure
• Provide appropriate communication to enable the department of upcoming new policies and provide an impact assessment
• Ability to professionally handle confidential matters and demonstrate appropriate level of judgment and maturity
• Bachelor’s Degree (or equivalent)
• Accountancy/audit qualification/PG - Any PG Course related to BFSI domain
• Candidate should have minimum 7- 9 years of experience in Process Control and Risk Assessment, Project assurance and governance
• Experience in the identification of risk, evaluation of processes and documentation of process flows depicting corresponding controls
• In–depth Knowledge of audit process and hands on with report preparations for multiple levels and layers
• Understanding of Business Risks and Exposure
• Experience in Business Continuity Planning, Disaster Recovery and developing BCP
• Ideally from an Operations background with a broad understanding of Finance operations
• Knowledge of Migrations Management in Finance world
• Attention to detail and the ability to develop and follow a structured logical methodology are key attributes
• Working well under pressure the individual must have excellent time management skills as the role will demand the individual to priorities and multitask extensively
• Any Audit related industry certifications
• Strong people management skills to liaise with stakeholders, Auditors, along with global teams
• Works as part of a global team, the individual is expected to be self-motivated, proactive and keen to drive change with responsibility of team stationed at multiple locations
• Excellent verbal and written communication and strong interpersonal skills
• Strong MIS and presentation skills
• Ability to clearly and concisely gather, interpret, analyze and document information
• Ability to effectively prioritizes workloads and work to critical deadlines
• Must be a self-starter, highly driven and have willingness to make decisions as appropriate
• Innovative and fresh approach to problem-solving
• Drive, energy and enthusiasm
• Prepare and review the financial statements and ensure they are prepared in a timely and accurate basis and are compliant with the regulatory requirements
• Review the T3 and T2 Returns and ensure they are prepared and filed on a timely and accurate basis and are complaint with the Income Tax Act of Canada
• Analyze in detail, the accounting and tax impact of complex corporate actions affecting the funds in a timely and accurate basis
• Calculate and analyze income and capital gains distributions for the Mutual Fund Trusts, Mutual Fund Corporations, Segregated Funds and Pooled Funds and ensure the calculations are compliant with the Income Tax Act of Canada
• 3-5 years work experience, including experience in Mutual Fund Accounting
• Should be flexible to multi-task with positive attitude and work as a team player
• The position works under strict deadlines on a daily basis and must be able to work within tight deadlines
• Monitor operational processing cycles and compliance to established controls
• Prepare and release communication on process status and updates, issues or potential issues that may impact timely availability of results or delivery of reports
• Present daily operational status and results of the data integrity control checks to the business and technology during the End-to-End call
• Preferably with 3-5 years work experience in Operations
• Can communicate well
• This includes preparation, review, and posting of Financial Adjustments using the Citi reporting systems, investigating any major variances, review on the reasonableness of the balances and ensuring US GAAP have been properly applied in the financial reports
• Preparation, review and submission of the country's other head office reports such as Foreign Currency reports, Country Exposure Reports, Quarterly Memo cable, Cash flow reports, etc
• Knows the importance of constant feedback to supervisor and customers Able to establish a good working relationship with the Fincon Units of the countries being supported and product controllers
• Perform various functional tasks related to financial reporting for the PCS teams located at multiple global locations
• Prepare monthly, quarterly, semi-annual and annual reports for internal and external customers, including portfolio investment reporting and financial statements including notes to financial statements
• Prepare various supporting schedules, statistical reports, and reconciliations for the shareholder reporting process
• Update periodic expense budget templates and projection accruals and other periodical expense tasks
• Compile documentation and complete various regulatory returns and filings
• Perform ad-hoc reporting as required by PCS group/clients
• Adhere to all internal controls and procedures
• Identify and Inform Supervisor of any issues within the assigned tasks. Follow through to ensure that issue is resolved with appropriate parties
• Co-ordination with PCS team at multiple sites to resolve an issue if any arises
• Support supervisor in updating the procedure required
• Assist supervisor in peer reviews as required ensuring accuracy of reporting
• Identify training needs and provide training to Analysts as required
• Provide feedback for development of Analyst
• Participate in department projects as required
• Take initiatives and provides support in all transitions
• Knowledge of mutual fund industry/ capital market
• Experience with automated financial systems, including a general ledger and financial reporting software, is preferred
• Strong working knowledge of MS Excel and other MS Office Applications
• Effective written and verbal English communication skills
• Strong orientation to quality and attention to detail
• Ability to interact effectively in a team environment
• Ability to independently prioritize individual workload and adhere to established time frames and deadlines
• Ability to receive general directions and work independently
• An educational assistance program to financially help employees seeking continuing education
• Employee Stock Investment Plan (ESIP)
• Investigating and correcting variances
• Communicating with plant facilities
• Reporting inventory metrics
• Assisting with budgeting and sales forecasting
• Liaise with members of Global Liquidity Oversight, Risk Management, Treasury and our internal Treasury Analytics team to establish reporting requirements and develop the tools, analysis and reporting necessary to proactively identify and manage risk with respect to portfolios and products, and continuously update the reporting process to reflect the current business structure
• Develop a thorough understanding of data sourcing for all liquidity management reporting. Become familiar with the “product template” and the reports it populates. Understand the overlaps in data requirements between reports / processes and ensure that the data sourcing is the same or that controls are in place to ensure that data is consistent and accurate
• Generally responsible for reporting and analyzing daily / monthly movements of the bank’s balance sheet
• Production of liquidity forecasts for the following 30-day, 1-year horizon
• Calculation of liquidity ratios, core deposit and analysis of securities movement to allow management to monitor changes in structural liquidity
• Supplying information for the production of stress scenarios to quantify the likely impact of certain events on the balance sheet and to report on what incremental funding may be required
• Also responsible for producing cash flow and various other ad-hoc regulatory reporting
• Responsible for participating in the production of existing as well as playing a role in the development of Regulatory reporting requirements such as Basel III (LCR, NSFR) and FED 5G reporting
• Contribute as a work-stream participant on data acquisition, systems architecture and analytical tools for the current development of the next generation of daily, weekly and monthly liquidity analytics for U.S. & International liquidity requirements
• Participate with members of the various disciplines to identify ways to streamline and automate process flows in order to create more accurate and timely results, as well as improving efficiency
• The ideal candidate will have a BS or BA and 2+ years’ work experience in finance (e.g. Liquidity Risk Management, Financial / Product Control or Treasury)
• Must possess knowledge of system workflows, front-end and management reporting application systems, and knowledge in the utilization of database technology
• Treasury operations experience including asset and liability management is a plus
• Candidate should possess excellent interpersonal skills that can contribute to building relationships with our stakeholders
• Attention to detail and accuracy are essential
• Strong Microsoft Excel and general Microsoft Office skills is essential
• An understanding of the business dynamics and drivers that impact Citi’s funding needs and liquidity risks is a positive attribute for success in this position
• Prepare, analyze and present reporting of line of business and segment financial results
• Support the preparation and analysis of the Executive Segment and Enterprise Reporting Packages, and other financial results as deemed necessary
• Take ownership of lines of business and segment deliverables
• Serve as a liaison between lines of business, segment and regional teams by providing support and guidance to International markets
• Liaise and partner with FP&A teams for continuous process improvement in forecasting, business development and other operational initiatives, etc
• Provide guidance and lead ad hoc requests/special projects for lines of business, segment and other financial reporting initiatives
• Lead process improvement efforts across segments of TWDC various international regions. Streamline processes and challenge status quo to effectively report results to Segment and Enterprise Executive Management
• Liaise and partner with transaction support/accounting teams in the research of technical accounting issues
• Strong analytical and problem solving skills, proficiency using Excel (pivot tables, Match Index, H-&V-lookups, etc.)
• Assist in the preparation of external consolidated financial statements, including footnotes, schedules and commentary
• GAAP and SEC reporting requirements
• Prepare internal schedules, and presentations for company management, the audit committee and external stakeholders
• Track, monitor and evaluate the leases and the accounting thereof
• Develop financial accounting policies and procedures
• Keep up-to-date on technical developments related to accounting (GAAP, IFRS, etc.)
• Work directly with the Executive Leadership Team on disclosures and commentary needed in company financial statements and reports
• Prepare and assist on other ad-hoc projects as directed by the Corporate Controller
• Minimum of three years of public accounting and corporate experience with some international exposure
• Reporting experience, either through a public accounting firm or with a public enterprise Drafting Financial statements and footnotes experience
• Preparing schedules for the auditors and answering auditor inquiries
• Writing position memorandum on accounting topics
• A strong understanding of, and ability to apply US GAAP concepts
• Supports the Domestic Parks Segment Reporting West Team
• Prepares monthly balance sheet variance analysis package
• Prepares balance sheet reconciliations for Insurance reserve accounts
• Maintains amortization schedules related to Parks & Resorts prepaid Insurance policies
• Supports processes related to Corporate Insurance allocation
• Assists with ad hoc reporting requests related to insurance and the balance sheet
• Ability to prepare and present information to support decision making
• Strong analytical and writing skills and the ability to communicate effectively (verbal and written)
• Strong working knowledge of PC-based software applications, including Microsoft Office
• Ability to plan and prioritize work and handle multiple priorities
• Strong organizational skills and detail oriented
• Develop a thorough understanding of data sourcing for all liquidity management reporting. Become familiar with the “product template” and the reports it populates. Understand the overlaps in data requirements between reports / process and ensure that the data sourcing is the same or that controls are in place to ensure that data is consistent and accurate
• Liaise with members of Risk Reporting/Risk Management, Treasury and our internal Treasury Analytics team to establish reporting requirements and develop the tools, analysis and reporting necessary to proactively identify and manage risk with respect to portfolios and products, and continuously update the reporting process to reflect the current business structure
• Generally responsible for reporting on and analyzing
• The ideal candidate will have a BS or BA and 4 - 8 years work experience in finance or accounting or a related control discipline (e.g. Risk Management, Financial Control, Audit, Operations, etc.)
• Must possess knowledge of UAT (User Acceptance Testing), system workflows, front-end and management reporting application systems, and knowledge in the utilization of database technology and system implementation
• Treasury operations experience including Liquidity and/or Asset and Liability Management is a plus
• Prior Broker Dealer knowledge is preferred
• Experience with GLRS (Global Liquidity Reporting System), Aqua and Access Databases is a plus
• Resolve and drive resolution of complex issues
• Supports the Domestic Parks Operating Results East Team
• Partners with various line of business partners to provide accounting guidance, journal entry and hierarchy assistance
• Ensures compliance with GAAP and SOX guidelines as well as various control and compliance procedures, including but not limited to: account reconciliations, journal entries, financial statement hierarchy maintenance, MCS questionnaires and legal entity reporting
• Completes monthly/quarterly close processes by preparing P&L analysis for Segment and Corporate executives (Cause of Change, Variance Explanations, etc)
• Processes journal entries, reviews account reconciliations and assists with ad-hoc reporting requests and/or projects related to the income statement and technical accounting guidance
• Assists with interim and year end PwC audit
• Strong knowledge of general accounting, internal controls, and close process
• Technical accounting writing and research
• Proven ability to interpret accounting guidance and apply to business scenarios to help in management decision making
• Experience leading people

Group Financial Reporting Analyst Resume Examples & Samples

• Completion of the monthly forecast and consolidation process including reconciliation and analysis
• Prepare and process reporting of the monthly results to corporate shareholders
• Liaise with shareholders and group finance FP&A to ensure key information and analysis is shared
• Balance sheet and variance analysis the monthly actual and forecast results compared to the budget for group and company level
• Preparation of the Company’s financial statements
• Preparation of financial reports on Forms 10Q and 10K, including U.S. GAAP financial statements, MD&A and other SEC reporting requirements
• Preparation of electronic filings with the SEC using EDGAR and XBRL
• Work with the legal department and file Form 8K’s and Section 13D reports
• Report monthly financial results to senior management and the Board of Directors
• Perform financial analysis and prepare investor relations and senior management earnings releases
• Provide support for in the preparation of annual reports, fact books, quarterly reviews, the annual financial audit, and special projects including M&A
• Research technical accounting issues and SEC requirements and assist with implementation of new accounting reporting requirements
• Support other team members in the review of reports and analysis requests

Lead Financial Reporting Analyst Resume Examples & Samples

• Interesting work in a young team, in a multinational fast paced organization,
• Daily cooperation with multi-disciplinary teams from across the Globe (UK, US, Luxembourg, India, and others)
• Developing business insight and expertise in global mutual fund industry
• Work life balance, no requirement for travel
• Master’s degree in accounting or business with coursework in intermediate and advanced accounting
• Requires four or more years of corporate accounting experience or audit experience, experience in mutual fund accounting or financial administration and reporting will be viewed preferably
• Intermediate knowledge of investment business, including financial instruments, local regulatory environments and GAAP accounting standards
• Experience with automated financial systems, including a general ledger and financial reporting software
• Excellent knowledge of MS Excel and other Microsoft Office applications are required
• Some experience in leading projects, mentoring, coaching, and leading a team would be preferable
• A professional qualification in finance, accounting or management (e.g. ACA, ACCA, ACMA, CPA) would be viewed favorably
• Excellent attention to detail and analytical skills
• Ability to independently prioritize workload and also plan and prioritize the workload of others to ensure that all deadlines are met
• Ability to prioritize multiple tasks, maintain flexibility, and supervise conflicting deadlines in a fast paced dynamic organization
• Ability to build collaborative, trust-based relationships with staff and customers in a local, international and multi-site environment
• Ability to identify, escalate, and communicate key issues and concerns to management as appropriate
• Ability to research technical accounting issues and prepare analysis based on surrounding circumstances
• Exercise excellent judgment and resolve and/or recommend solutions to complex problems or process improvements
• Provide guidance and direction to the senior fund analysts to ensure work is planned, organized, and completed in a timely manner
• Ensure that performance issues are resolved or escalated and appropriate feedback is provided
• May be asked to participate in performance management activities and assist with the recruitment proces
• Serve as main daily client operational contact for a range of clients
• Preparation and review of Annual and Interim Financial Statements
• Supervise Financial Reporting Analysts on systems, processing, procedures and job responsibilities
• Train, coach and mentor new employees, develop and motivate staff within their sub- unit
• Oversight of offshore team
• Provide input and feedback to Manager regarding employees’ ongoing performance / development / performance appraisals
• Work with Financial Reporting Manager to ensure employees adhere to company policies and procedures
• Assisting in preparation of coordinating, planning and completion of audits / audit requirements
• Overseeing and reviewing the distribution of annual and interim Financial Statements; Irish Central Bank Filings / Irish Stock Exchange Filings and other regulatory bodies
• Compliance with service level agreements with the accounting teams / external stakeholders
• Compliance with all regulatory reporting requirements
• Overseeing the working of Financial Reporting Team members to ensure deadlines are met
• Strong oral and written communication skills – comfortable dealing with internal / external stakeholders
• Knowledge of the Advent Geneva system; is an advantage but not essential
• P.C. literate – experience of Microsoft Office package essential
• Organisational skills and commitment to the delivery of a high quality end product to the client
• Ability to work stand alone or as part of a team
• Flexibility, Adaptability and willingness to learn essential
• Account preparation experience
• Fluency in English Language (both verbal and written) essential
• Conduct legal entity financial review, work in conjunction with various teams on the month-end closing process to ensure all revenues, expenses, accruals and reserves being properly reflected in the financial statements
• Identify ledger issues and liaise with relevant parties to investigate and resolve at source
• Produce local regulatory reports. Closely monitor the entity’s financials and business activities to ensure compliance to regulator’s requirements
• Present at monthly and quarterly Legal Entity and Board meetings
• Ad-hoc project on Finance system implementation
• Planning and Conducting Monthly and Quarterly business reviews and Board meetings
• 7+ years of financial industry work experience in Product Control, Middle Office, Finance, Projects or Technology with an in-depth understanding of financial products
• Regulatory reporting experience
• Experience in writing macros is a plus
• Qualified Accountant and/or MBA is preferred
• Liaising with multiple departments of the appropriate countries (including Financial Control, Treasury and Operations) to resolve issues
• 2+ years of accounting or financial reporting experience
• Knowledge of banking products is an advantage
• Fluent Polish knowledge
• Highly motivated with advanced analytical & problem solving abilities
• Ability to interpret & implement regulatory guidelines & professional standards
• Demonstrated ability to complete tasks within tight deadlines
• PREFERRED SKILLS –
• Will possess experience in the creation and presentation of complex and comprehensive financial reporting and analysis. Ability to interact with business and associated financial departments to construct the landscape for Fraud financial reporting moving forward
• Strong experience using data driven methods to analyze and solve business situations
• Process minded, able to generate refined output from general concept
• Responsible, able to multi-task and re-prioritize work on short notice
• Ambitious, resourceful, works with minimal instruction and oversight
• Highly effective verbal & written communication skills
• Strong organizational skills and attention to detail
• Strong focus on customer support and relationship management
• Highly effective team player and interpersonal skills
• Advanced proficiency in MS Excel and MS PowerPoint
• Exposure to SAS programming
• Exposure to any of the data visualization software: Tableau, Qlikview, Spotfire, or any other data visualization software
• Bachelor of Science in Business, Finance, Economics, Engineering, or related discipline or equivalent work experience
• Prefer 5 years of experience in data analysis
• Understanding of GAAP and accounting and budgeting processes
• Strong communications skills (oral, written and presentation)
• Proficient in MS Office suite (Excel, Word, Powerpoint), SAP
• Oversees all SEC external reporting requirements
• Preparation and filing of 10-K, 10-Q
• Analyzes past and present financial data
• Estimates future revenues and expenditures
• 3+ years of public accounting w/ additional corporate experience
• Self-driven and able to work independently
• Use technical and analytical skills to monitor and quickly analyze large data sets and identify issues or changes. Perform research and communicate to CCAR Reporting Management and business analysts any concerns or issues and quantify the impact in a short time frame
• Provide quality data and portfolio variance analysis validating accuracy and consistency with other internal and external data sources. Perform reconciliations to the GL, Call Reports, interdependent CCAR/DFAST schedules or other bank reporting including differing management data views
• Partner with cross functional departments including product divisions, finance and accounting personnel, business analysts, IT, project managers and senior leadership to ensure both data and reporting accuracy; as well as, accurately and quickly communicate regulatory changes, requirement definitions, issues and gaps or other relevant information. Prepare both line of business and senior management level presentations
• Research new regulatory requirements and ensure that reporting is consistent with CCAR rules and regulations as a Subject Matter Expert (SME) while maintaining and actively practicing required internal and external controls and compliance
• Conduct independent and timely review of CCAR/DFAST regulatory requirements. Summarize and communicate changes in accordance with department procedures acting as a liaison with the Enterprise Data Management Business Analysts and Operations to develop business requirements to ensure proper reporting of changes while working with the appropriate line of business to develop a process for obtaining the data required or improving the quality of existing data
• Provide support and active participation in the UAT process for CCAR reporting changes or tools development and testing
• Report and log defects in accordance with department policy, and actively monitor resolution to ensure proper prioritization and remediation of issues in partnership with Data Governance
• Ensure timely and accurate reporting of the CCAR/DFAST schedules and respondent reports and analysis. Interact with auditors to provide information and access to accounting records and financial reports
• Ability and willingness to develop and run SQL data queries to obtain and analyze reporting data
• Possess project management skills to perform and prioritize a variety of tasks to support new initiatives and requirements, and assist other department members when appropriate
• Additional project and duties as assigned
• Bachelors degree in Accounting or Finance required
• Advanced degree or certification preferred
• Requires 7 years minimum prior financial/accounting experience and relevant Commercial Banking experience in the Regulatory, Financial Services or Banking industry
• Conduct the preparation, review and analysis of highly complex regulatory reports (CCAR/DFAST) focusing on the Commercial Loan products
• Prior commercial Loan experience required
• General understanding of stress testing activities and regulatory developments
• Research and present proposed, new or revised, FRB (Federal Reserve Board) or IFRS (International Financial Reporting Standards) schedule and technical reporting instructions and disclosure requirements; and analyze the resulting impact on the Bank's reports and reporting tools and to BNP Paribas SA
• Compile and analyze data for and prepare periodic financial reports of a highly complex nature
• Proficient in MS Office Suite (Word, Excel, Access, & PowerPoint)

Business Management Financial Reporting Analyst Resume Examples & Samples

• Assist in the preparation, management, and improvement of consolidated financial reporting packs
• Help compile and prepare standard and ad hoc financial reports and analyses
• Help maintain and manage data queries in multiple data sources which update regularly
• Help periodically improve current reports
• Through internal research, familiarize oneself with various types of data and reporting tools which evolve on a
• At least 3 years experience working with firm financials including reporting
• Good knowledge of general ledger accounts and firm financials
• Proficient financial reporting skills
• Ability to analyze and reconcile large sets of data
• Demonstrated success in supporting financial processes
• Self-motivated, with a sense of autonomy, initiative and responsibility
• Experience working with OLAP Cubes
• Knowledge of the Software Capitalization process
• Experience creating dashboard reports
• Qlikview, Tableau
• Experience responding to queries from senior management

Financial Reporting Analyst, Bloomington, MN Resume Examples & Samples

• Perform accounting related to merger and acquisitions, business divestitures and SEC reporting compliance
• Assist in transition to public reporting, expanded consolidation procedures and initial and future reporting requirements
• Assist with technical accounting research for all new and pending accounting
• Partner with international accounting teams to ensure U.S. GAAP compliance
• Assist with the monthly, quarterly and annual close process including the consolidation of internal and external financial data
• Knowledge of SEC reporting requirements
• Minimum of 5 years’ experience including public accounting and/or industry experience

Global Financial Reporting Analyst Resume Examples & Samples

• Help Global Finance Reporting Manager in the completion of the monthly / forecast / plan consolidation process and procedures including a number of reconciliations and analyses
• Help complete the processing and reporting of monthly results to the corporate shareholder
• Ensuring adherence to company accounting policies and relevant IAS requirements and disclosures
• Liaise with country finance contacts to ensure all the country submissions are accurate, complete and that all supplementary schedules are complete. Work closely with Group Finance FP&A to ensure key information & analysis is shared and to make the territory reporting efficient
• Detailed balance sheet and (non-Operating) income statement variance investigations upon the monthly actual and forecast results compared to budget for both group, divisional and operating company level
• Help in the production of quarterly balance sheet deck and other key analysis on the group financial reporting for circulation to key senior financial management
• Reporting of fictive entities in HFM
• Roll forward and update monthly analysis files and templates
• Provide additional off-cycle support to Global Finance
• Development and maintenance of KPIs for financial reporting
• Partners with various line of business partners to provide accounting guidance and journal entry and hierarchy assistance
• Processes journal entries, prepares account reconciliations and assists with ad-hoc reporting requests and/or projects related to the income statement and technical accounting guidance
• Performs various control and compliance procedures, including but not limited to: account reconciliations, journal entries, financial statement hierarchy maintenance, MCS questionnaires, and legal entity reporting
• Supports business decisions with financial information and analysis
• Completes monthly/quarterly close processes and prepares supporting P&L analysis for Segment and Corporate executives (BCS, Footnotes, etc)
• Ensures compliance with GAAP and SOX guidelines
• Ability to be flexible with work schedule Ability to perform well in a fast paced environment
• FFIEC 009/9A (Country Exposure Report/CER)
• FR2436 (Semiannual Report of Derivatives Activity)
• FSB (Institution to Aggregate Reporting)
• Ad Hoc Reports
• At least 5+ years of Financial Operations work experience in either Accounting, Tax, Regulatory, or Audit
• CPA and/or FRO experience a plus
• Knowledge of US GAAP Accounting
• Knowledge of banking products including derivatives
• Excellent computer skills, especially Microsoft Access and Excel
• Bachelor’s degree in Accounting, Finance or related fields
• 2 years of public accounting experience
• 2 years of SEC reporting experience
• CPA desired but not required
• Analytical skills with strong Excel experience
• Assist with the preparation of consolidated financial statements on a timely basis, ensuring GAAP compliance
• Assist with the preparation and coordination of all periodic financial statements (balance sheets, income statements, statements of cash flows, statements of equity) and other reports
• Assist in managing external auditors in performing year-end audits of financial statements
• Ideal candidates must be able to multitask and prioritize multiple functions
• Prepare company policies and memos in accordance with GAAP
• 2-4 years of professional experience in financial reporting
• Public accounting or real estate industry experience a plus
• CPA certificate or candidate strongly preferred
• Must be able to produce high-quality work as part of a fast-paced, dynamic team
• Strong team player with excellent interpersonal skills
• Experience with GAAP related research and application of pronouncements
• Effective time management and organizational skills with the ability to work under pressure to meet tight deadlines and manage multiple priorities
• Providing Basel Reporting support but not limited to APAC and EMEA region, and monitoring and/or implementation of requirements for global systems
• Documenting user requirements and ensuring these have a thorough impact analysis to be able to prioritize and dimension work effort, considering there will be competing projects for other functions in the technology queue. Based on analysis and resulting metrics/impact analysis coordinate and prioritize the efforts for system/process development to ensure issues and/or cycle time are reduced
• Coordinate with business stakeholders to identify change requirements, and liaise with partner technology groups on implementation plan
• Present testing scenarios and results to stakeholders and partner groups, as well as understand and anticipate potential issues related to testing
• Perform validation on implemented projects, to ensure consistency with requirement and desired results are achieved
• Experience with Finance/Accounting month-end close activities
• Acts as an owner: Taking initiative and responsibility in all aspects of the project
• Can make courageous decisions through analyzing options and managing Risks

Rohq-fro-financial Reporting Analyst, Manager Resume Examples & Samples

• Coordinate with different source systems feeding into Optima to check if there are changes that will impact OPTIMA (Low - Med Business impact; Volume 10-15 MQCs)
• Coordinate Source Test Feed calls and follow-through on committed dates of delivery of test feeds (Low - Med Business impact)
• Host MQC preliminary call to gather all data for hand-off of MQC to Requirements Analyst (Low - Med Business impact)
• Providing Basel Reporting support by coordinating Optima System changes and enhancements for APAC and EMEA region, and monitoring and/or implementation of requirements for global systems
• Coordinate with business stakeholders to identify change requirements, and liaise with partner technology groups to review and assist in UAT Testing / implementation plan. (Med - High - Business impact)
• Lead calls to present testing scenarios and results to stakeholders and partner groups after UAT Testing, as well as understand and anticipate potential issues related to testing. (High - Business impact)
• Perform production validation on implemented projects, to ensure consistency with requirement and desired results are achieved (High - Business impact)
• Preparation, review, and submission of the country's regulatory reports such as Foreign Currency reports, Country Exposure Reports, Quarterly Memo cable, Cash flow reports, etc
• Performing process reviews/enhancement/streamlining and UAT system testing; Coordinate with Country Financial Control unit on the implementation of reporting changes, which includes submission of comprehensive business specifications where technology enhancements are required, providing training and user testing resources to test enhancements
• Graduate of Finance, Accounting, or any Business related courses. CPA and MBA would be an advantage
• Bachelor’s degree in accounting, finance, business or a related field
• 1 to 3 years of experience in accounting or finance focused on quantitative analysis
• Knowledge of corporate financial accounting
• Must be able to demonstrate computer proficiency, especially within Microsoft Excel, Word and Power Point, as well as PC based programs
• Effectively manage tasks and tight deadlines independently
• Ability to interact with colleagues in a self-managed team structure
• Perform all daily work within policy and procedural guidelines
• Work with line groups to ensure the timely and accurate completion of all daily tasks, and departmental reporting requirements
• Provide client service by taking responsibility for day-to-day client queries and issues
• Ensure the timely and accurate completion of month end requirements, internally & externally
• Ensures department is meeting service level agreements with internal and external customers, as well as manage and monitor service levels from all Outsource Service Providers. Manage client expectations and partnering other business units effectively for prompt issue resolution
• Review the funds’ fiscal year end expense analyses to ensure the final expense accruals are reasonable and consistent
• Assist in preparation/review of financial statements and additional local regulatory reporting
• Work with internal/external auditors on audits and ensure a smooth audit process
• Provide client service support to internal clients in India AMC e.g. Sales team; Portfolio Management groups etc
• Participates in various product launches and ad-hoc projects. Support project objective, overcome barriers, and implement project strategies. Ensures successful and timely completion of assigned project tasks
• Business Continuity - Assists in developing and maintaining business continuity procedures
• University degree in accounting or business
• 1-3 years of financial accounting/ reporting experience is required post CA qualification
• Basic knowledge of mutual fund industry regulations and accounting standards
• Knowledge of business desktop applications (i.e. Microsoft Word, Excel, PowerPoint, Visio, Windows, etc.)
• Strong attention to details & well organized
• Able to work independently, take initiative and demonstrate accountability
• Able to perform multiple tasks in a fast-paced, dynamic team environment
• Adapts positively to change
• Displays client service focus
• Effectively resolves problems and makes quality decisions
• Candidates with audit experience background will be considered favorably
• Assist the team during external as well as internal audits and regulatory examinations, and help manage the outcome
• Assist with the preparation of quarterly Board of Directors presentations, including business performance analysis, asset, earnings and business forecasts
• Ensure compliance with Citi processes such as account ownership, self-assessment of controls and inter-company reconciliations and settlements
• Internal/external quarterly reporting, including closing activities, variance analysis, and associated projects
• Analyze financial statement areas for both GE and GE Capital. Prepare footnote and MD&A disclosures for quarterly and annual SEC filings, as well as for the GE Annual Report. Review disclosures with management as required
• Deliver analysis as part of the finance processes, linking financial results to operational performance drivers
• Prepare quarterly/annual summary balance sheet analysis package for senior management. Review analysis with management as required
• Interface with internal partners/stakeholders, driving continuous improvement to simplify deliverables & processes supporting these partners
• Minimum 3 years of experience in accounting or financial reporting role
• Knowledge of SEC reporting and generally accepted accounting principles
• Ability to analyze raw financial and operational data, draw conclusions, and develop actionable operational and strategic recommendations
• Strong interpersonal skills & ability to effectively interact with all levels of management and across functions
• Knowledge and experience with ledger-based reporting systems (e.g., Hyperion Planning, HFM)
• Experience in public accounting (e.g., big 4 experience preferred) or in a global business environment with sound understanding of global process and transactional flows Clear thinking and problem solving to drive projects/process improvements within operations/finance functions
• CPA or equivalent designation
• Results oriented, able to set and meet aggressive targets with appropriate prioritization of tasks, high energy level
• Attention to detail
• 1) Prepare financial reporting workbooks (hyperion, Excel and STIR)
• 2) Facilitates discussion, follow up to ensure timely closure on audit discussions
• 3) Assists various audits (internal and external such as statutory, local direct and indirect tax audit) by collecting required documentation
• 4) Ensures all statutory documentations are compliant to local accounting, laws, legislations & requirements
• 5) Updates finance reporting systems such as GOLDnet E-compliance
• 6) Participate in simplification and other projects to position Global Operations - Finance to become the Service Delivery agent on relevant processes by striving for standardization, consolidation, digitization, and outsourcing
• 2+ audit or accountant in multi business company
• Knowledge of Indonesia statutory, tax and regulations
• Experience using ERPs such as SAP, Oracle and Hyperion
• Excel power user
• Excellent interpersonal skills - Able to facilitate the resolution of issues
• At least 5 years audit / accounting experience required, financial reporting experience a significant plus
• At least 8 years overall professional experience required
• DoD or other budgetary accounting / governmental auditing experience a plus
• Sense of urgency and ability to thrive in a fast paced environment
• Presentation and report writing skills
• U.S. citizenship may be required
• Ability to work in the United States indefinitely required
• Ability to obtain and maintain a Secret Security clearance
• 3 to 5 years of related experience
• Solid knowledge of all operational processes and supporting applications and policies
• Solid knowledge of Personal and Small Business Products and Loan documentation and registrations
• Solid knowledge of all personal lending processes and supporting policies
• Credit qualified with Personal Limits and Small Business Basics
• Solid knowledge and experience with the Bank’s Customer Connect/Optimizer systems
• Good knowledge of departmental systems and applications
• Good change leadership skills
• Good coaching and training skills
• 3-5 years in Public accounting and/or large company equivalent experience
• Excellent analytical and communications skills will be required as well as a solid understanding of US GAAP
• Excellent written communication and verbal communication skills
• Excellent customer service orientation
• Ability to ensure a high level of service and quality is maintained
• Ability to direct, lead, coach, and develop people
• Ability to work effectively with management
• Well-organized, detail-oriented, and able to handle a fast-paced work environment
• Ability to work independently and prioritize duties with minimal supervision, in order to meet deadlines
• Ability to complete multiple duties with accuracy shifting from one to another with frequent interruptions and competing deadline
• Perform FFIEC 101 schedule review and analysis
• Prepare metrics and varies dashboards for senior management
• Prepare documentation, procedures and audit deliverables
• 5+ years of experience in the finance/accounting industry
• Reconciliation - Data Tracing - Data Mining
• Confidence and ability to work with all levels of management
• Ability to: Work flexible hours - Work both independently and as part of a team - Multi-task
• Experience with: Banking/financial products; Large corporate financial systems; and at a large financial institution desired
• Exposure to: - Basel III and Working with global processes a plus
• Assist the Controller in providing strategic direction to both the business and the FRO on ensuring accuracy and correctness of reports submitted to local regulators and maintained in Full Suite, FRS and Pearl
• The role includes researching and coordinating with external auditors and Regional Accounting Policy group to ensure compliance of the accounting entries to be implemented in recording new products in both US and local books
• Confident and assertive in character

Financial Reporting Analyst Senior Resume Examples & Samples

• Perform independently diverse monthly closings, with the purpose of timely and correct representation of the operational costs, revenue, cost price and other cost price raising costs per division in the monthly reports
• Analyse inventory and intercompany transactions (incoming and outgoing) for the European Distribution Centre and interact with all parties concerned to ensure stable processes
• Ensure adequate internal controls are maintained to safeguard company assets and provide accurate financial records on both corporate and local requirements
• Provide input for internal and external auditors, sales, service managers, etc
• Responsible for completing parts of the Annual Operating Plans for divisional Sales and Service departments and discusses this with the Financial Reporting Analyst and/or Accounting Manager
• Performs independently Actual vs. Budget analyses and reports and informs the European controllers and/or Sales and Service Managers of the divisions of these analyses
• Support PPI (efficiency improving) projects and implementations to enhance productivity
• Creates additional division specific (ad hoc) reports, in cooperation with the Financial Reporting Analyst and/or Accounting Manager
• In absence of the Accounting Manager Benelux responsible within boundaries for day-to-day activities of the finance team
• Is first point of contact for questions of the divisions
• Minimal bachelor in Finance (preferably HEAO BE, AA)
• 5 years experience minimum in a similar position
• Experience within a (international) matrix organisation
• Experience on SAP (ECC 6.0)
• Experience with Hyperion / Oracle Enterprise Performance Management Systems is a plus
• Determination, tenacity, comfortable working in change management environment
• Strong Local GAAP and local tax knowledge
• Attention to detail/accuracy
• Strong numerical understanding
• Strong proven ability to work with MS Excel
• Able to identify patterns and classify new information based on those patterns
• Able to work in a structured and planned way
• Hands on attitude but proven ability to work strategically
• Ability to multi task and troubleshoot/provide solutions
• English language: high level in reading, writing and speaking
• Bachelor's and/or Master's degree in Business Management, Finance, Accounting or equivalent experience
• Good oral/written communication skills given exposure/interaction with partners and customers across various locations and culture
• Can work with both formal and virtual teams across different geographies
• Can work with big data sets
• Identify, investigate and communicate material Intercompany breakages for Derivative products
• Review and approve team output such as financial adjustments or tags to explain the breakages
• Address queries raised by stakeholders and ensure timely resolution based on service level agreements
• Drive reengineering initiatives such as streamlining of processes, developing and/ or improving process documentations, and improving controls, among others
• Coach, train, and supervise the developmental progress of Intercompany Matching analysts
• At least 6-7 years experience, preferably in a similar field
• Knowledge of Foreign Exchange and Derivative products is a plus
• Excellent analytical and problem-solving skills
• Strong leadership and supervisory skills
• Able to develop strong partnership with stakeholders
• Proficient in MS Office applications (especially MS Excel)
• Able to handle high-volume of work, adapt to change, and work under pressure
• Effective time management and prioritization skills
• Self-motivated and able to work with little direction
• Assist in preparing NAIC (National Association of Insurance Commissioner) statutory quarterly and annual statements and related Health Insurance filings
• Assist in preparing NAIC statutory financial statement fluctuation analysis
• Assist in preparing state compliance reports
• Maintain financial reporting integrity and ensure compliance with Statutory basis accounting standards
• Partner with and support other finance teams, business units and other partners as needed
• Special Projects as needed
• Assist in the consolidation of the financial statements for all business units within Parks & Resorts
• Perform quarterly close procedures in support of TWDC SEC regulatory filings
• Provide US GAAP technical accounting support
• Assist business unit partners in the consolidation of financial statements
• Act as a liaison in communicating segment financial results as part of SEC reporting processes and deliverables
• Demonstrated strong understanding of US GAAP Financial Statements
• Extracting input data from source system
• Preparing the reports
• Performing variance analysis
• Interacting with Legal entity Manager for response on queries made to them
• Ad hoc tasks as appropriate
• Completion of process deliverables
• Assisting the team in process improvements
• Completion of Mandatory training hours
• Advances Excel
• Communicates effectively skills – verbal and written
• Willing to work in a team
• Accountable for job responsibility and drives execution
• Preparation, review, and submission of the country's regulatory reports such as Foreign Currency reports, Country Exposure Reports, Quarterly Memo Cable, Cash Flow Reports, etc
• Performing process reviews/enhancement/streamlining and UAT system testing; coordinate with country Financial Control unit on the implementation of reporting changes which includes submission of comprehensive business specifications where technology enhancements are required, providing training and user testing resources to test enhancements
• Engage in team building and work closely with team lead in managing day-to-day activities
• Graduate of Finance, Accounting or any Business related courses; CPA and MBA would be an advantage
• Preferably with 4 to 6 years of work experience
• In-depth knowledge in financial reporting is an advantage
• Able to establish a good working relationship with the internal customers such as financial control units and product controllers
• Submission of the country's Financial Data Load (head office financial statements) on a monthly basis which includes preparation, review and posting of Financial Adjustments using the Citi reporting systems, investigating any major variances, review on the reasonableness of the balances, and ensuring US GAAP have been properly applied in the financial reports
• Performing process reviews/enhancement/streamlining and UAT system testing; coordinate with country Fincon on the implementation of reporting changes, which includes submission of comprehensive business specifications where technology enhancements are required, providing training and user testing resources to test enhancements
• Preparation, review and submission of the country's other head office reports such as Foreign Currency Reports, Country Exposure Reports, Quarterly Memo Cable, Cash Flow Reports, etc
• Lots of Ad-hoc management reporting, model building, and strategic conversations
• Budget and monthly reforecast for entire financial statements
• Review and Approval of some accounting activities
• Direct involvement in the controls testing
• You’ll have strong business partners on the Cost side, but you’ll roll their numbers the total company reporting
• Cash flow analysis, Revenue Forecasts, and Special Projects
• Ability to develop strong partnership with stakeholders/clients
• Ability to handle high volume of work and adapt to change
• Ability to rapidly learn technical and business techniques and knowledge
• Actively support system enhancement projects related to the Inventory sub systems
• Completes monthly/quarterly close processes by preparing Inventory Balance Sheet analysis for Segment and Corporate executives (Cause of Change, Variance Explanations, etc)
• Processes journal entries, reviews account reconciliations and assists with ad-hoc reporting requests and/or projects related to the balance sheet
• Supports inventory system implementations and upgrades
• Assists with interim and year end PwC/Management audits
• Ensures compliance with GAAP and SOX guidelines as well as various control and compliance procedures, including but not limited to: account reconciliations, journal entries, MCS questionnaires and legal entity reporting
• Strong analytical and writing skills and the ability to communicate effectively (verbal and written), adjusting style and content based on the intended audience
• Participate in producing financial results to ensure that monthly, quarterly, and annual financial reporting is accurate, timely, and based upon internal and external reporting requirements
• Check data for reasonableness by reviewing past trends and changing conditions and by analyzing results against monthly forecasts. Bring inconsistencies and problems to the attention of management
• Design new reports or enhance existing reporting to reflect changes in policy, market conditions, or to incorporate concepts expressed by senior management
• Generate and post journal entries and prepare manual journal entries as required
• Identify opportunities to add value to processes and reporting
• May document processes by writing specifications or requirements
• May perform moderately complex financial reporting projects or participate as a team member on more complex projects
• 2-4+ years of related experience
• Prior experience with the preparation of the 10Q and 10K in accordance with US GAAP strongly preferred
• CPA or CPA in process preferred
• Public accounting experience with an SEC registered company is strongly preferred
• Strong analytical, organization, oral/written communication skills are essential
• Must have the ability to work independently, multi-task, and with a strong attention to detail
• Ability to identify, communicate and resolve problems required
• Flexibility to work additional hours on an as needed basis to meet deadlines
• Execute monthly, quarterly and annual consolidation processes in a timely manner and with a high level of precision and accuracy,
• Prepare monthly, quarterly, and annual financial reporting packages in accordance with U.S. GAAP and other supporting management reports,
• Assist in the preparation of intercompany accounting, including eliminations, in accordance with US GAAP,
• Prepare intercompany account reconciliations and verify all items and activities contained within each account,
• Ensure all intercompany account reconciliations are performed in a timely manner,
• Analyze, research and resolve intercompany discrepancies related to intercompany journal entries,
• Review and verify that intercompany balance discrepancies were resolved timely,
• Ensure foreign currency transactions recorded in the Company’s consolidated financial statements are accounted for in accordance with US GAAP,
• Assist in maintaining all detail aspects of accounting for Company’s Equity-Based Compensation in accordance with ASC 718,
• Assist in preparation of reports from equity software necessary for US GAAP disclosures in quarterly and annual SEC filings,
• Assist the reporting team with preparation of support schedules in connection with quarterly and annual SEC filings,
• Assist in the coordination and consolidation of supporting schedules for the quarterly reviews and annual audits,
• Assist with the preparation of monthly, quarterly and annual government business compliance reports,
• Assist with maintaining the chart of accounts, legal entities, and system upgrades for any necessary changes and execute those changes once approved,
• Assist with other tasks and projects as assigned
• 3-5 year's work experience with a minimum of 2 year’s in a public accounting environment,
• Bachelor’s degree in Accounting from an accredited university,
• Solid understanding of US GAAP,
• Ability to manage multiple projects and deadlines effectively,
• Ability to prioritize amongst multiple projects with precision in a high volume environment
• Public accounting background on a CPA track,
• Strong MS-Office experience with advanced MS-Excel skills and heavy experience with pivot tables and formulas,
• Self-starter with high comfort level learning business, accounting and reporting solutions software packages,
• Strong analytical and problem solving skills,
• Strong interpersonal skills,
• Ability to work independently and as part of a team,
• Analyze daily reports and NAV/factor fluctuations and comply with price error guidelines
• Work with line groups to ensure the timely and accurate release of NAV’s and completion of all daily tasks, and departmental reporting requirements
• Produce department monthly KPI statistics
• Prepare/review dividend rates and provide suggestions for stated rate changes as appropriate
• Review monthly expense ratio computations, and review expenses/payments for accuracy and reasonableness
• Provide client service support to internal clients in Asian offices/ groups e.g. retail and institutional sales team in China, Hong Kong, Malaysia, Singapore and Taiwan; Portfolio Management groups (Emerging Markets, Global Equity, Fixed Income, Local Asset Management, Real Estate) and Asia Trading Desk
• At least 3 years of financial accounting/ reporting experience is required
• The preferred candidate will be responsible for assisting in the preparation of earnings release including but not limited to the 10-Q, 10-K and internal management reports
• Assist with financial year-end audits and quarterly reviews, internal control audit, tax audit, including the preparation of the PBC list
• Assist and provide support and analysis of information utilized for MD&A disclosures for accuracy and completeness
• Perform financial accounting analyses as necessary
• Research technical guidance and communicate conclusions to various functional groups as needed
• Maintain strong internal controls over financial reporting and ensure clean audit trails and adequate documentation for all financial reports
• Bachelor's degree and 2+ years of related work experience
• Excellent analytical background and skill set to understand Regulatory Reporting processes, including system data flows
• Previous exposure to Basel, Regulatory Reporting or Country Risk
• Supports the Domestic Parks Inventory Reporting Team
• Ensures compliance with GAAP and SOX guidelines as well as various control and compliance procedures, including but not limited to: account reconciliations, journal entries, and analysis
• Completes monthly/quarterly close processes by preparing various reports and analysis
• Processes journal entries, account reconciliations and assists with ad-hoc reporting requests
• Identifies process improvements
• Minimum 0-2 years accounting experience
• Strong knowledge of general accounting, internal controls and inventory processes
• Ability to communicate clearly and effectively, adjusting style and content based on the intended audience
• Core fundamental business knowledge required to assess reasonableness of business partners variance explanations
• Internship experience preferred
• SAP and inventory systems experience
• Bachelor’s degree in Accounting, Business Administration or equivalent
• Supports the Disney Cruise Line (DCL) Team
• Completes monthly/quarterly close processes by preparing P&L and Balance Sheet analyses for Segment and Corporate executives (Cause of Change, Variance Explanations, etc)
• Provides support to the external audit process
• Prepares statutory financial statements
• Assist in the quarterly and annual SEC reporting process including XBRL preparation
• Assist with initial accounting for mergers and acquisitions
• Prepare month-end entries, analyses, and reconciliations for equity and debt accounts
• Complete allocation journal entries during the month end close process
• Participate in ASC 606 (revenue recognition) implementation project
• Participate in special projects and technical accounting research as required
• Bachelor Degree in Accounting required
• Big 4 Public accounting experience, preferred, or at least 4 years of corporate accounting experience in publicly held company
• Position requires attention to details and ability to prioritize activities in fast-paced environment
• Ability to work in a team environment under critical deadlines and the flexibility to work overtime as needed
• Experience with enterprise and financial reporting systems such as Epicor, Cognos, Workiva, Solium will be helpful
• Perform accounting, control, and financial reporting for responsible areas. Ensure that monthly, quarterly, and annual financial reporting is accurate, timely, and based upon internal and external reporting requirements
• Check data for reasonableness by reviewing past trends and changing conditions and by analyzing results against monthly forecasts. Analyze and explain variances. Provide early warning indicators to management. Recommend and monitor corrective actions
• Analyze, develop, and enhance internal processes and applications. Monitor effectiveness
• Provide excellent customer service by responding to inquiries and requests from internal and external customers. Advise management regarding business, internal programs, and activities as they relate to financial reporting matters
• May perform complex financial reporting projects or participate as a team member on highly complex projects
• Experience with and understanding of financial statements and current U.S. generally accepted accounting principles (GAAP), including experience in analyzing financial statements and corporate results
• Ability to review and analyze complex financial information to record transactions, prepare financial reports, and review and verify accuracy
• Serve as the initial reviewer for journal entries, workpapers, reports, schedules and materials. May operate in a lead role within the team. Train and provide leadership to staff
• Provide and effectively explain requested information to auditors, consultants, and others on highly significant matters requiring coordination
• Prior experience in a statistical / regulatory reporting role is an advantage
• Accounting and/or Financial reporting experience
• Fluent Arabic knowledge
• Efficient and effective time management
• Operationally manage the day to day BAU activities for Pearl
• Pearl Operational checkouts
• Troubleshoot issues together with Pearl Technology Support
• Point of contact for any escalations
• Work with counterparts in the standardization of standard processes and key controls
• Lead and/or initiate projects working together with Pearl Technology Support on UAT testings of enhancement and communicates enhancement releases to users whenever necessary
• Involves in the hiring process
• Ensure to hire on a timely basis to support new projects. The aim is be at near full capacity at all time
• Be able to contribute in process improvements initiatives
• BS in Finance, Computer Science or Information Systems with at least 3years of work experience in Operations/Database Management
• Preferably with knowledge in PeopleSoft/Oracle, Hyperion Essbase and Business Objects
• Experience in handling a team
• Operational knowledge of system enablers/application (databases)
• Strong organizational and time management skills in order to meet rigid schedules and deal with conflicting time demands
• Ability to work well in a team environment and serve as a positive influence to the team
• Strong analysis, troubleshooting and communication skills. Ability to liaise with customers and be able to provide a thorough explanation of issues to address their concerns
• Ability to work non-standard business hours, including weekends and holidays as determined by the business needs
• Ability to communicate and possess interpersonal skills so as to interact professionally with people at all levels and diverse nationalities
• Support Basel III month and quarter end reporting cycle activities including but not limited to
• Monitor and analyze defaulted critical data elements crucial to advanced and standardized credit risk RWA calculation
• Monitor RWA Results through quarter-on-quarter and month-on-month variance analysis, investigate and validate top movements for wholesale exposures
• Coordinate with Finance and Risk partners to formulate and apply tactical resolution during the month end
• Prepare and upload manual adjustments in system to remediate data quality issues
• Generate reports used to monitor data quality exceptions and top variance drivers
• Prepare reports and presentations for senior management and other key stakeholders to highlight RWA results and key RWA data quality issues Participate in month end status call and post month end review calls as key resource person for APAC and EMEA Basel III Reporting
• Provide Basel III Analytics support to APAC and EMEA countries
• Serve as subject matter expert for Basel III reporting
• Coordinate with key internal business and technology partners to determine root cause and formulate strategic solutions to data quality issues encountered
• Document business requirements, manage and track outstanding issues, initiate and lead strategic projects essential to accurate calculation of risk weighted assets
• Establish, maintain and enhance related operational procedures, ensuring key controls are in place
• Support Regulatory Capital Analytics activities through analysis of Data Quality Indicators (DQI) and escalate top issues to proper parties
• Has good data tracing and data analysis skills
• Quarterly Memo cable
• Country Exposure
• Foreign Currency Reports and Other Regulatory reports
• Preferably with 2 to 3 years related work experience
• Able to establish a good working relationship with the internal customers
• Coordinates the preparation of external financial reports in compliance with SEC and other regulatory reporting requirements
• Prepares drafts of financial statements, footnotes, and management’s discussion and analysis
• Assists in the implementation of new accounting pronouncements or in accounting research related to financial statement presentation and disclosures
• Serves as liaison with external auditors on reporting matters
• Ad-hoc duties
• 3 years of experience in financial accounting and/or financial audit/reporting
• 2 years of experience in public accounting
• Current CPA certification
• Comprehensive understanding of GAAP and SEC reporting requirements
• Experience in and the ability to concisely analyze, summarize, and present information
• Must have the ability to work overtime during peak reporting periods
• Bachelor’s Degree in Business with a concentration in Accounting, Finance or Economics
• Advanced degree (MBA, MSF or MST) or certification (CPA or CFA) helpful, but not necessary
• One plus years’ experience in mutual fund industry or in an accounting/reporting role
• Basic to intermediate understanding in different financial asset types
• Understanding of U.S. Generally Accepted Accounting Principles (US GAAP) and SEC regulations governing financial reporting and accounting
• Strong attention to detail with the ability to work in a fast paced, time sensitive environment
• Working knowledge of Microsoft Office Suite - Excel, Word and Access
• Assists with preparation of GAAP financial statements, notes and MD&A for SEC filings on Forms 10-Q and 10-K; prepares and maintains supporting work paper documentation for external auditor review
• Prepares monthly financial statements for lender compliance and management reporting
• Assists in the analysis of subsidiary financial statements, including variances and trends compared to budget and prior periods
• Works with divisional finance and operational managers to obtain data and supporting schedules for monthly and quarterly reports
• Prepares journal entries and reconciles accounts for debt, equity and other accounts as assigned
• Assists with technical accounting research and analysis to ensure proper application of GAAP to non-recurring, complex or new transactions
• Assists with impairment and fair value analyses for fixed assets, intangible assets and financial instruments
• Assists in preparing quarterly earnings call script
• Consolidates subsidiary activity in fixed assets, intangible assets and equity roll-forward schedules
• Additional duties, such as preparation of ad-hoc reports and analysis for equity investors, management and others, as assigned
• Assisting with the preparation of the external financial reports (Form 10-K, Form 10-Q, etc), including detailed supporting schedules and analysis to support disclosures
• Supporting the coordination of the quarterly reviews and annual audits
• Assisting with accounting close procedures, including creation of analytic reports and special projects relating to specific account balances and procedures
• Supporting the preparation of the quarterly internal financial reports and related schedules that are presented to senior leadership
• Assisting in the review and preparation of the purchase price allocation analysis for properties acquired
• Assisting in technical accounting research related to the proper application of accounting pronouncements and SEC guidance, including the implementation of new accounting pronouncements
• Assisting with periodic changes to the S-11 (prospectus) relating to prior performance tables and other various updates
• SEC reporting experience a plus
• Strong spreadsheet skills
• Attention to detail and strong organization skills
• Ability to manage multiple tasks in a deadline-oriented environment
• Prepare and communicate month-end calendar to business users and Technology Team
• Attend to customer’s concern and perform initial investigation prior to escalation using the Production Support Process Document as guide
• Act as primary support to the Basel warehouse(s) he/she will be assigned to
• Identify improvements on existing Basel processes and operational procedures
• Monitoring timeliness and successful completion of Basel processes
• Prepare daily hand-offs to Costa Rica counterparts
• Maintenance of Desktop Procedures and other relevant documentations
• Graduate of any 4-year course, but preferably business related
• Can work under pressure
• Possess good analytical skills
• Proficient in MS Excel application, knowledge in Macro is a plus
• Can multi-task
• With strong sense of urgency
• Assists in the UAT testing of moving the Non-ICG portion to Optima
• 3-5 years of Financial Systems Support related experience
• In-depth knowledge in financial and risk reporting is an advantage
• Can lead and fosters teamwork

Related Job Titles