Assist with preparation of the monthly variance analysis explanation and journal entry adjustments. The goal of this phase is to determine if the candidate has the appropriate set of skills and qualities to excel on the job. Created and provided weekly and monthly management reports that increased circulation for clients by 40%. Developed and designed processes and control procedures for various business units. The capstone course, Design and Build a Data Warehouse for Business Intelligence Implementation, features a real-world case study that integrates your learning across all courses in the specialization. Executed daily cost basis reconciliations while maintaining and presenting performance metrics and escalating issues as needed. Coordinated UAT testing efforts, with IT and QA team and monitored the defects closely until resolved. Analyze data for meaning and communicate results to the appropriate parties within our business context. Create, maintain, generate, and analyze financial management reports for month-end, mid-year, and year-end. Prepare monthly financial statements and reports including balance sheet, aged trial balance, income statement and cash flow. Produced/edited multiple SIGINT product reports utilizing CPE, satisfying national and tactical customer requirements. Acted as a liaison for all communications efforts with internal and external business partners. Implemented processes improvements and controls for data collection and analysis. Created complex models using Cognos Framework Manager. Generated Complex reports in Cognos 10.1 report studio including Drill Down reports from DMR modeled Frame work model. Gathered business requirements, functional requirements, use cases and business process models for reporting project under the BASEL 2. Participated in multiple RFP processes providing analytical support to business leaders. But with management skills, financial analysts can do well if they eventually find themselves in a leadership role in the future. Liaised with cross-functional management teams to present and demonstrate new reports and business models. Created and updated departmental procedures to allow for more efficient and faster turnaround times and increased team productivity. Worked with WMS Material Analysts user community to replicate and support existing reports by providing data feed to their SQL Server. Audited and rendered investment performance reports for distribution to clients and marketing. Delivered weekly rosters and CPA/CFA key performance indicators. Own the goal, budget, forecast, and variance analysis process for an $80M business. If you want your role as data analyst to be broader and to have more impact, you need to gain a solid understanding of how the business works. Perform quality checks on all reports to ensure accuracy and completeness of data, processing Customer Service compensation and performance analysis. Designed the functionality of the CRM to be better categorized for the CSR's. Create quarterly fund reports featuring written and graphical analysis of individual company valuation change through report analysis and deep internet research. Prepare of key metrics, industry comparative analysis and other management reports as directed. Received Presidential Award for exceptional work ethic based on successful completion of special projects. Gather client business objectives and identify key performance indicators. Field leasing questions of internal / external customers. Provided operational support to front office business and also identify process improvements to meet future customer needs. Back-tested baseline scenarios and forecast assumptions to validate risk calculations and metrics monitoring functions. Administered existing databases and mainframes to create ad-hoc queries and reports, and provide on-going analytical support for requests. Increased efficiency and alleviated workloads by creating new Excel templates using macros and pivot tables. Generate monthly performance reports for multiple health plans across a variety of business areas. Worked with a wide array of end users with numerous applications to understand their needs and create custom reports. Developed user interfaces with integrated security to prevent unauthorized access to sensitive data. Performed traffic analysis of raw data, gave analytical support to tactical, fleet and national consumers. Produced various data presentations using PowerPoint software. Analyzed procedures insurance licensing data for accuracy/completeness to process and file applications with state insurance departments. Worked in conjunction with business analysts, application developers and engineers in very complex data integrity projects. Prepared Financial Statements and sundry schedules for outside Auditors. Reconcile accounts affected and ensure compliance. Developed tracking, revenue and summary level reports in SQL Server Reporting Services (SSRS) in the License Tracking System. Develop Crystal, IBM Cognos, PeopleSoft Discoverer, and PeopleSoft Query reports and queries in support of University system-wide needs. Created action filters, parameters, KPI's, calculated sets and hierarchies for preparing dashboards and worksheets in Tableau Desktop. Authored and provided quality control and releasing, to ensure accuracy on time sensitive reports. Performed data analysis and forecasting to assist management in program planning. Designed web-based dashboard to track, trend and facilitate data analysis; implemented company-wide. Served as Journeyman SIGINT Analyst Reporter on the Counter Terrorism Team within the SIGINT Technical Development Activity (STDA). Lead Special Projects Team to develop Engineering Matrix for a staff of 20 people. Mended strained broker relationship by providing superior customer service. Oversee team projects to ensure accuracy and success in meeting deadlines. Provided ad-hoc reports as requested by utilizing numerous systems or developing MS Access applications providing retail financial results. Developed and implemented coding and reporting procedures to capture all field and subscriber activity. Created graphs in Excel and Cognos (PowerPlay) from databases for important executive management decisions. Analyze data, draw sound conclusions, and recommend effective courses of action. Provide analytical support for new reporting projects. Programmed and developed annual HEDIS reports while validating and insuring data integrity. Creating custom reporting software is an important task reporting analysts must perform. Develop and implement data collection processes. Typically, employers require a bachelor’s degree in mathematics, statistics, or data science, as well as the following abilities: Created informative visualizations as part of the dashboard design using new technology like DHTMLX and Fusion Charts. Analyze data for consistency and integrity. Gained alignment and support from business partners and leadership on strategic decisions. Extracted and summarized necessary information from large data sets by creating custom queries and pivot tables. Financial Analyst Job Description – Personality and Interpersonal Skills Ability to streamline functions and passion to learn and grow Strong interpersonal skills, including written and oral communication skills Comfort dealing with ambiguity and the ability to work independently Prepared financial statements for semi-annual reports. Provided superior customer service by listening to customers, anticipating their needs and recommending financial service. 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