reporting structure in resume

How to Put Direct and Indirect Reports (and Other Data) on Your Resume

By Biron Clark

Published: March 1, 2024

Biron Clark

Writer & Career Coach

Resumes usually contain words for the most part, and words tend to get skimmed over, especially when they’re in paragraph format.

The more words you put on your resume, the less the hiring manager is actually going to read. It’s counter-intuitive but that’s the reality.

So what can you put on a resume to grab the attention of recruiters, HR staff, and hiring managers? Numbers.

You should strategically use numbers to catch the hiring manager’s attention, and there are quite a few types of numbers that you can use.

One type of number that you can put on your resume is direct reports. You can also put indirect reports on your resume – people you’ve led for projects, training sessions, etc.

In this article, I’m going to walk you through how to put all sorts of data/accomplishments on your resume to make it stand out and get you more interviews.

Listing Direct and Indirect Reports on Your Resume

Hiring managers love metrics leadership, so under each previous position where you’ve led people, create a bullet specifically talking about your direct and/or indirect reports.

Here are some examples of how to list direct reports on a resume:

• Led team of 5 software engineers, managing schedules, performance reviews and daily tasks
• Hired and managed a team of 9 customer service representatives responsible for 200 daily customer service inquiries
• Director responsible for leading a team of 7 quality assurance Specialists and Senior Specialists; responsible for hiring, training, performance reviews, and project management

Examples of how to list indirect reports on a resume:

• Led a cross-functional team of 9 people to overhaul company’s lead generation procedures, resulting in a 122% increase in year-over-year sales in Fiscal Year 2019
• Led client projects, managing project teams of 4-6 people; responsible for project oversight and strategy, task delegation, and final deliverables

Example of putting direct AND indirect reports on your resume:

• Responsible for 5 direct reports and up to 15 indirect staff depending on current projects.

You’ll notice some of these examples of how to list reports on your resume also include other accomplishments, metrics, stats and data. The more of this you can include on your resume, the better!

For a full article on how to write great bullets for your resume, go here .

Other Types of Data and Metrics to Put on Your Resume

Now, what if you didn’t lead anyone?

That’s okay; there are still many types of data and numbers you can put on your resume to grab attention and set yourself apart.

If you had goals or quotas or department averages that you met or exceeded, include that info on your resume.

You should specify what the goal or department average was, and then include your performance so that it can be compared to the average.

A paragraph talking about how you’re an above-average performer is going to get skipped over by a lot of hiring managers, but a quick bullet point with measurable performance metrics will almost always be read closely.

You can put specific statistics on your resume in terms of company/group performance. If your group exceeded its goals, you can take credit for that on your resume, too!

The same goes for company achievements.

See below for two examples that would help your resume grab the hiring manager’s attention. These examples are for a salesperson. You can adjust them depending on your field.

Individual performance example:

• Performed in the top 20% of entire department for three consecutive years (2009-2012)

Group/Company performance example:

• Contributed 11% to total department revenue  in 2012

The next type of data you can put in a resume is dollar amounts.

Thinking in terms of dollar amounts will provide you with another great way to find specific numbers to put on your resume.

You can list your contributions in terms of dollar figures, instead of using a percentage like in the example above.

There are other ways to use dollar figures too. If you are responsible for a certain area within the business, talking about the budget or revenue of this area is a great way to show the size and scope of your role.

Here are two examples of what to put on a resume in terms of dollar figures:

• Managed and led a 12-person chemistry lab with an annual budget of $2,500,000.
• Principal Scientist/Group Leader within a commercial group responsible for contributing $200 million to company revenue in 2013.

That first bullet above also shows off your direct reports, too (12 lab staff). So you can show off headcounts/reports as well as other achievements throughout your resume.

Putting this type of data on your resume – both for direct and indirect reports and other data – is much better than some long-winded paragraph about your skills and experience.

This type of numerical data will grab the hiring manager’s attention and get you more interviews.

Get Creative: There’s a Lot More Data You Can Put on Your Resume

You don’t need to be in sales to find great metrics and stats to put on your resume; you just need to get a bit creative.

While this list of ideas is a good starting point, don’t get discouraged if you read through this and haven’t come up with metrics of your own yet.

Think about the quantity of work you put out. That’s one place to start getting ideas. Example: If you’re a content marketer and writer , how many articles do you write per month? That’s a metric.

How many visitors per month go to the websites you write for? That’s another great metric you could write: “Write 10-12 articles per month for websites receiving 12 million+ monthly visitors”.

That’s an impressive, accomplishment-packed sentence… without you having to work in sales OR have any direct or indirect reports on your resume.

Here’s one more scenario and example before I conclude. Let’s say you’re an administrative assistant . How many people do you assist? That’s a number.

Or if you assist one Executive, how many people report to that Executive? If it’s 10, you could say, “Executive Assistant to VP of HR, managing 10 HR staff”.

Start brainstorming and don’t assume you can’t put metrics and numbers on your resume just because you’re not in sales or haven’t had anyone reporting directly to you yet. There’s a lot more you can put.

Putting data and numbers on your resume is a powerful way to get more interviews whether you’re entry-level or Director-level. If you follow the steps above, you’ll get more interviews whether you have direct reports to put on your resume, indirect reports, or other types of data like the examples we looked at above.

About the Author

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Reporting Analyst Resume Examples

A Reporting Analyst is a valuable asset to any organization as they provide insights that help shape the business strategy and decision making. While a job search can be challenging, having a well-crafted resume is key to landing that role. To help out, this blog post will provide an in-depth guide on how to write a Reporting Analyst resume, along with a few examples to illustrate the best practices. With the right approach, you can get a competitive edge and stand out from the competition.

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

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Reporting Analyst

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

I am an experienced Reporting Analyst with a passion for creating meaningful and actionable reports. I have experience in creating and maintaining reports for several Fortune 500 companies, utilizing a wide range of software programs and tools. I have a strong understanding of database structures, report writing and data analytics. I am an excellent problem solver, with an eye for detail, and am adept in both written and verbal communication. I take pride in creating reports that are informative, accurate and reliable.

Core Skills :

• Excellent problem solving and analytical skills
• Proficient in data mining, analysis and reporting
• Highly proficient in Microsoft Excel, Access and SQL
• Strong knowledge of database structures
• Exceptional written and verbal communication
• Creative and strategic thinking
• Time management and ability to work under pressure

Professional Experience :

• Reporting Analyst, ABC Company, 2015- 2019 Assisted in the development and maintenance of reports for over 20 Fortune 500 companies Worked with Business Intelligence teams to ensure data accuracy and integrity Created detailed reports in Microsoft Excel, Access and SQL Developed solutions to improve report speed and accuracy Analyzed large datasets and identified key insights
• Reporting Analyst Intern, XYZ Company, 2014- 2015 Assisted in the development of performance reports for 10 Fortune 500 companies Utilized SQL queries to gather data points Conducted data analysis to identify trends and key insights Compiled data into easy- to- read reports

Education :

• Bachelor of Science in Business Administration, University of California, 2016
• Certificate in Business Analysis, University of California, 2015

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Reporting Analyst Resume with No Experience

Reporting Analyst with an analytical mindset and a passion for detail- oriented work. Possess a strong sense of curiosity and a desire to understand complex data. Seeking to leverage strong technical skills to benefit an organization in need.

• Microsoft Excel
• Data visualization
• Business intelligence
• Data analysis
• Data modeling
• Financial modeling

Responsibilities

• Review and analyze data from internal and external sources
• Develop presentations, reports, and dashboards to showcase findings
• Perform data validation to ensure accuracy and consistency
• Implement processes and solutions to alleviate inconsistencies in data
• Identify areas of improvement in data collection and report development
• Develop data models to identify trends and determine future forecasting
• Provide technical assistance to other departments as required

Experience 0 Years

Level Junior

Education Bachelor’s

Reporting Analyst Resume with 2 Years of Experience

Reporting Analyst with two years of experience, specializing in data analysis and report creation. Proactive problem- solver who can quickly and accurately identify, analyze, and resolve complex issues. Experienced in utilizing diverse data sources and platforms to synthesize accurate and useful insights for clients and stakeholders.

• Data Analysis
• Data Collection
• Data Interpretation
• Data Visualization
• Database Management

Responsibilities :

• Gathered and analyzed data from multiple sources to create reports and dashboards for stakeholders.
• Assisted in the development and implementation of data analysis jobs and processes.
• Created and maintained databases for analysis and reporting.
• Identified potential problems, inefficiencies, and identified solutions where needed.
• Developed and maintained technical documentation, including data models and user guides.
• Produced detailed data reports and insights, to assist decision- making.
• Used data visualization techniques to present data- driven insights.

Experience 2+ Years

Reporting Analyst Resume with 5 Years of Experience

Highly experienced Reporting Analyst with 5 years of experience in data analysis, reporting and forecasting. Experienced in leveraging advanced analytics tools and techniques to develop data models, extract insights and create actionable reports. Skilled in providing business insights and recommendations to drive successful decision making. Proven ability to analyse data and develop predictive models to improve operational efficiency.

• Advanced Analytics
• Data Modeling
• Forecasting
• Data Visualisation
• Business Insights
• Data Mining
• Problem Solving
• Gathered and analyzed large datasets from multiple sources to identify trends and to generate business insights
• Developed data models to identify correlations and used machine learning algorithms to generate predictive models
• Developed and implemented dashboards and data visualisations for better understanding of the results
• Prepared and presented reports to senior stakeholders to inform business decisions
• Designed and implemented data collection processes to ensure accuracy and reliability of data
• Ensured that all data collection and analysis tasks are completed in compliance with company policies and regulations
• Provided technical support and training to other departments in using advanced analytics tools and techniques

Experience 5+ Years

Level Senior

Reporting Analyst Resume with 7 Years of Experience

Results- driven Reporting Analyst with seven years of experience in developing and creating meaningful reports to help identify areas of business improvement. Possessing strong analytical skills, excellent communication and technical writing skills, and the ability to collaborate effectively with cross- functional teams. Dedicated to providing meaningful analysis to improve decision- making and business goals.

• Stakeholder Management
• Project Management
• Business Intelligence
• Extracted data from multiple sources, manipulated and stored it in a data warehouse for reporting
• Conducted data analysis using various techniques such as regression analysis and correlation analysis, and created dashboards, reports, and data visualizations
• Documented and presented research findings to stakeholders and management
• Created and maintained data dictionaries, data models, and other data mapping documents
• Worked closely with stakeholders to plan and implement data collection, analysis, and reporting
• Developed and maintained various business intelligence tools and databases to support data analysis and reporting
• Provided ongoing support and training to stakeholders on use of tools and databases

Experience 7+ Years

Reporting Analyst Resume with 10 Years of Experience

Results- driven Reporting Analyst with over 10 years of experience in the financial services industry. Adept in developing innovative reports to help identify trends and address customer needs. Possesses strong problem- solving and communication skills, as well as extensive experience with data mining, data analysis, and financial analysis. Experienced in working with large databases and building efficient reporting systems. Skilled at developing and delivering complex projects on time and within budget.

• Data Mining and Data Analysis
• Financial Analysis
• Large Database Management
• Report Development
• Analytical Thinking
• Communication
• Developing and implementing innovative reports to identify trends and address customer needs
• Performing data mining, data analysis, and financial analysis
• Managing large databases and building efficient reporting systems
• Developing and delivering complex projects on time and within budget
• Identifying potential issues with reports and suggesting solutions
• Communicating effectively with stakeholders to ensure accuracy of reports
• Creating data visualizations to better illustrate insights from reports
• Maintaining current knowledge of industry trends and providing insights to management

Experience 10+ Years

Level Senior Manager

Education Master’s

Reporting Analyst Resume with 15 Years of Experience

Highly motivated and detail- oriented Reporting Analyst with 15 years of experience in developing and executing database queries and analyses in order to identify trends and insights that inform business decision- making. Possess an exceptional ability to extract, compile, analyze and interpret large data sets. Experienced in creating monthly, quarterly and annual reports, along with developing and updating dashboards and other visualizations. Adept in working with stakeholders to identify, examine and resolve discrepancies. Possess advanced knowledge of MS Office, SQL, SAS and Tableau.

• Database query development
• Reporting and forecasting
• Stakeholder engagement
• Problem- solving
• Computer software expertise
• Develop database queries to extract data required to meet business needs
• Analyze large amounts of data and identify trends and insights
• Create monthly, quarterly and annual reports
• Develop and update dashboards and other visualizations
• Perform root- cause analysis to identify and resolve discrepancies
• Collaborate with stakeholders to define data requirements
• Assist with ad- hoc reporting and analysis requests
• Provide recommendations for data improvement and process automation

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 Reporting Analyst resume?

A Reporting Analyst is responsible for extracting data from internal and external sources, transforming it into actionable insights, and providing meaningful reports to organizational stakeholders. If you’re looking for a job as a Reporting Analyst, it’s important to create a resume that showcases your relevant knowledge, skills, and accomplishments.

To make sure your resume stands out, consider adding the following items:

• Professional Summary: A concise overview of your qualifications, highlighting your expertise in data extraction, analysis, and reporting.
• Technical Skills: Your ability to work with data tools and software, such as SQL, Python, and PowerBI.
• Education: Any degree, certification, or training related to analytics and reporting.
• Relevant Experience: Any professional experience you have in data extraction, analysis, and reporting.
• Accomplishments: Any successful projects or campaigns you have worked on.
• Collaborative Skills: Your ability to work with other teams and manage complex projects.
• Results: Any quantifiable results you achieved through data analysis.
• Reports: A selection of the reports you created for organizational stakeholders.

By including these items, you can create a Reporting Analyst resume that highlights your skills and experience. This will help you stand out from the competition and get the job you want.

What is a good summary for a Reporting Analyst resume?

A Reporting Analyst resume should detail a professional’s experience in data collection, analysis, and reporting. A Reporting Analyst should have a strong technical background in spreadsheets, databases, and reporting software, as well as excellent analytical skills. The Reporting Analyst should be able to accurately interpret data, generate reports, and recommend strategies for improvement. Additionally, this role requires the ability to communicate complex data in a way that is easily understood. A Reporting Analyst should also demonstrate strong problem-solving skills, organizational skills, and customer service skills. Overall, a Reporting Analyst resume should demonstrate the candidate’s ability to interpret data, generate meaningful reports, and communicate complex data in a way that is easy to understand.

What is a good objective for a Reporting Analyst resume?

A resume objective for a Reporting Analyst should succinctly describe their desired goals and qualifications. It should focus on the key skills and experience that the applicant offers that are relevant to the position. A good objective should be tailored to the specific job opening and its requirements.

Here are some tips for crafting a strong resume objective for a Reporting Analyst:

• Highlight relevant experience: Describe the skills and experiences that make the applicant a valuable asset to the organization.
• Focus on the key job requirements: Show how the applicant’s skills and qualifications fit the job description, and emphasize the ways that they can contribute to the organization.
• Use strong language: To make the objective stand out, use powerful verbs and action-oriented words to express the applicant’s qualifications.
• Keep it concise: The resume objective should be no longer than two or three sentences.
• Provide measurable results: Demonstrate how the applicant has achieved success in previous roles, and how they can bring that success to the position.

By following these tips, applicants can create an effective and powerful resume objective for a Reporting Analyst that will help them stand out from the competition.

How do you list Reporting Analyst skills on a resume?

Your reporting analyst skills are your best asset when it comes to finding a job, so it’s important to highlight them on your resume. Here are some tips for listing reporting analyst skills on a resume:

• Include Technical Skills: List any software tools you are experienced in using, such as spreadsheet software, database management systems, and data visualization tools. Also consider listing any programming languages you have experience with.
• Describe Analytical Skills: Explain your ability to analyze and interpret data, draw meaningful conclusions, and develop insights from data.
• Highlight Communication Skills: Showcase your ability to communicate effectively with internal stakeholders and external partners.
• Showcase Problem-Solving Skills: Demonstrate your ability to identify problems and develop creative solutions to them.
• Emphasize Interpersonal Skills: Illustrate your capability to work with a wide range of people, including technical and non-technical personnel.

By highlighting your reporting analyst skills on your resume, you can demonstrate to potential employers that you are well-equipped to succeed in the role.

What skills should I put on my resume for Reporting Analyst?

When it comes to creating a resume for a Reporting Analyst position, it is important to highlight the skills and qualities that are most pertinent to the job. A Reporting Analyst is responsible for producing and presenting data in a way that is easily understood by stakeholders, as well as analyzing data and identifying trends. This means that the ideal candidate should have advanced skills in reporting, data analysis, problem solving, and communication.

Here are some of the skills that should be included on a Reporting Analyst resume:

• Advanced knowledge of reporting software: A Reporting Analyst should have a strong working knowledge of reporting software such as Microsoft Excel, Access, SAP, SAS, and Tableau.
• Data analysis: The ideal candidate should have extensive experience conducting data analysis, synthesizing large datasets, and manipulating data to identify trends and patterns.
• Problem solving: It is essential for a Reporting Analyst to be able to quickly and effectively solve complex problems using data.
• Communication: Reporting Analyst roles require strong communication skills in order to interpret and present data to stakeholders in a meaningful way.
• Project management: Reporting Analysts often work on multiple projects at once, so it is important to have the ability to successfully manage multiple tasks.

By including these skills on your Reporting Analyst resume, you can demonstrate that you are the ideal candidate for the position.

Key takeaways for an Reporting Analyst resume

As a reporting analyst, you are responsible for gathering and interpreting data to inform strategic business decisions. To stand out in the competitive job market, it is important to craft an outstanding resume that will help you secure the ideal job. Here are some key takeaways to consider when writing a reporting analyst resume:

• Highlight your analytical skills. As a reporting analyst, you need to be highly analytical and meticulous in your approach to data collection and interpretation. Make sure to highlight any technical skills or software packages you are proficient in that are related to your job.
• Demonstrate your problem-solving capabilities. You should emphasize the ability to identify problems, analyze the data, and suggest solutions to the business.
• Showcase your communication skills. Reporting analysts need to be able to communicate effectively with different stakeholders in the business. Highlight any presentations, reports, or documents you have produced.
• Showcase your experience. It is important to have prior experience in the field of reporting and analytics. Provide detailed examples of projects or initiatives you have been involved in.
• Include relevant certifications. If you have any certifications related to data analysis and reporting, include them in your resume. This will help employers to assess your technical skills.

By following these key takeaways, you can create a resume that will make you stand out from the competition and help you land the ideal job.

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Resume Structure & Formatting Guide [Get Hired in 2024]

Ever wonder how long recruiters spend looking at each resume?

Statistically, about 7 seconds . 

This means you only have 7 seconds to present an appealing, comprehensible, and convincing resume.  

For this reason, even the way you structure your resume sections or how you format everything matters a lot. 

So, how to get it right? Well, we’re going to help you with just that!

In this article, we’ll go over the top 3 resume structures and help you pick the right one for you and your background. 

Without further ado, let’s get started. 

Resume Structure 101

The three main resume structures we’ll go over in this article are:

• Reverse-Chronological Resume Structure
• Functional Resume Structure
• Combination Resume Structure

Before we get into the details, however, there’s some general info to know.

Each of these structures highlights different sections of your resume, so your choice has to depend on your work experiences, skills, or overall background. 

As a rule of thumb, choose the structure that puts your profile in the best light. 

If you’re a recent graduate with no work experience , for example, a functional resume structure will work best for you as it focuses on your skills.

An experienced professional, on the other hand, should opt for a reverse-chronological structure that has work experiences at its central focus. 

Now, off to the details of each:

#1. Reverse-Chronological Resume Structure

We can safely say that this resume structure is one of our most-used in 2024 and not only. 

Since each section lists its entries in reverse-chronological order, it’s very easy for recruiters to follow.  

The structure also emphasizes an applicant’s work experience and skills section, making it a favorite for most professionals. 

Apart from the work experience and skills section, reverse-chronological resumes also include the following, in numbered order:

• Contact Information - Correctly state your name, phone number, location, and email. You can also include links to your LinkedIn or GitHub profile.
• Resume Summary or Objective - these are 2-4 sentence pitches on either your top experiences and achievements or your skills and career goals.
• Work Experience - List your work experiences in reverse-chronological order, highlighting your top responsibilities and achievements.
• Skills - Include your most relevant skills.
• Education - Enter your education history in reverse chronological order. You can leave out your high school education if you’ve listed a B.A. degree and higher.
• Optional Sections - If you have additional space, you can link sections like volunteering experience, personal projects, languages, hobbies and interests, etc.

The end result will look something like this: 

To help you decide whether this is the right resume structure for you, we’ve created concise pros and cons table to help you choose:

• Highlights your work experience and professional achievements. 
• Easy and quick to skim through.
• Understandable due to the reverse-chronological order. 
• Emphasizes lack of experience for a recent graduate or career changer. 
• Brings attention to any career gaps.

#2. Functional Resume Structure

The functional resume is also known as the skill-based resume, and it focuses a lot more on your skillset as opposed to work experience.

As such, it’s very popular with recent graduates or career changers . 

Instead of the typical resume sections, the functional resume structure includes the following:

• Contact Information
• Resume Summary or Objective
• Skills Summary/Areas of Strength - Explanation of your skillset and how it is applicable to the position you are applying for. 
• Optional Sections

You will notice the most noteworthy difference with this structure, apart from the lack of work experiences, is the approach to the skills section. 

Other resume structures list skills without further explanation. 

Considering, however, that skills are the central part of this resume, you will need to further elaborate on them and highlight your strengths. 

This is to convince the recruiter that although you have limited to no work experience, you have the necessary skills that qualify you for the position. 

For example, if you are a recent graduate, you can list leadership as one of your skills and elaborate on how different university activities and extracurriculars helped you develop and prove such a skill. 

You can see this section further illustrated in the example below.

This unique way of structuring sections makes functional resumes not that popular with applicants and recruiters. It is only used by a narrow group of applicants like:

• Recent graduates
• Career changers 
• Freelancers

Applicants avoiding to appear overqualified 

Let’s weigh the pros and cons for this one too:

• Emphasizes specific skills and strengths.
• Allows you to explain how these skills apply to the position.
• Allows creatives to further elaborate on their portfolios.
• As the format doesn’t include work experience, recruiters might be suspicious that you’re hiding something.
• Difficult to read by Applicant Tracking Systems (ATS) .

#3. Combination Resume Structure

Also referred to as the “hybrid” structure, the combination resume structure mixes elements from both the reverse-chronological and functional structures. 

It focuses considerably on the work experience section, but it also includes a skills/strengths section, putting equal emphasis on both. 

To achieve this balance, the sections are typically structured in the following order:

• Skills Summary/ Areas of Strength
• Work Experience

Or, here’s what this looks like on a resume:

As you can notice, the sections are almost the same as the ones in the functional structure, with the addition of the work experience section. 

This makes the structure ideal if you have extensive work experience, but want to equally emphasize your skills. 

Here are the pros and cons of the combination structure:

• Allows you to emphasize both work experiences and skills using minimal space.
• Difficult to read by Applicant Tracking Systems (ATS).
• Not ideal if you’re a recent graduate with no work experience. 

Which Resume Structure Should I Pick?

Now that you’re familiar with all 3 resume structures, it’s time to pick the one that suits you.

While it’s true that each structure has its own advantages, in about 99% of the cases we’d recommend using a reverse-chronological resume structure .

Why? Well, as of 2024 it’s the most common and useful structure. That’s because:

• It can easily be recognized and scanned by Applicant Tracking Systems.
• It’s known and well-liked by all recruiters and hiring managers.
• It’s easy to work with whether you’re a recent graduate or senior professional.

Even if you’re a recent graduate or a career changer, we still recommend you to steer clear of the functional or combination resume formats.

While they do have their upsides, most recruiters are not familiar with the two formats, and this can seriously sabotage your job search.

7+ Resume Formatting Tips

No matter which structure you pick, there are some essential and universal formatting tips you should keep in mind.

• Use an online resume builder ! You can save yourself all of the hassles of formatting and structuring and only focus on the content.
• Stick to one page . No recruiter has time to go through more than that and will probably be annoyed if you show up on the pile with a two-and-a-half-page resume. If you have a lot of work experience, you can do two pages, but that's max!
• Use standard section headers. Applicant Tracking Systems use these headings to help identify information in your resume so labeling them differently will throw the system off.
• Pick a neat, professional resume font like Ubuntu, Roboto. Avoid Comic Sans and the likes of it at all costs.
• Focus on achievements instead of responsibilities. List them in bullets and never go over 6-8 bullets per entry.
• For each work experience entry, use this structure: Company Name, Location, Job Title , Period of Employment, Achievements and Responsibilities.
• To make sure it is recognized by ATS, save your resume as a PDF or Docx and definitely not a JPEG.

Key Takeaways

And that’s all on resume structures and formatting!

Before you start applying what you learned though, let’s do a quick recap:

• The top three resume structures are: reverse-chronological, functional, and combination.
• The reverse-chronological structure emphasizes work experiences and is ideal for most applicants. It is the most popular structure and the one we strongly recommend as well.
• The functional structure focuses on skills and strengths instead of work experiences, making it a good choice for recent graduates and career changers.
• The combination structure is a combination of both and puts equal emphasis on skills and work experiences.

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Financial Reporting Analyst Resume Examples: Proven To Get You Hired In 2024

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Financial Reporting Analyst Resume Template

Download in google doc, word or pdf for free. designed to pass resume screening software in 2022., financial reporting analyst resume sample.

A financial reporting analyst supports the organization in financial decision-making. They gather and analyze data to create performance reports. As a financial reporting analyst, you might also interpret data related to industry trends. Additionally, you will assist the organization with forecasting and auditing operations. That’s why it’s worth mentioning your auditing skills on your resume.

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Recruiter Insight: Why this resume works in 2022

Tips to help you write your financial reporting analyst resume in 2024,    tailor your resume to the financial industry..

Since most employers work with ATS filters, it is important to customize your resume to that particular field. This way, you will include relevant keywords and increase your possibility of getting noticed in the recruitment process.

   Highlight your technical training.

As a financial reporting analyst, you are expected to have technical training. It doesn’t necessarily mean having a bachelor's degree; you can have non-traditional training as well. However, your potential employer might be looking for someone prepared with data analysis, computer literacy, and financial skills. That’s why it’s important to highlight your academic training on your resume.

Senior Financial Analyst Resume Sample

Corporate finance analyst resume sample, financial planning analyst resume sample, financial business analyst resume sample, equity financial analyst resume sample.

We spoke with hiring managers at top companies like Bloomberg, Deloitte, and Goldman Sachs to understand what they look for in Financial Reporting Analyst resumes. They shared insider tips on how to make your resume stand out. Here are some key things to focus on:

   Show your accounting and financial reporting skills

Hiring managers want to see that you have strong accounting and financial reporting skills. Highlight your experience with:

• Preparing financial statements like balance sheets, income statements, and cash flow statements
• Performing account reconciliations and analyzing variances
• Ensuring compliance with GAAP, IFRS or other relevant accounting standards
• Using ERP systems like SAP, Oracle or Microsoft Dynamics for financial reporting

Quantify your impact where possible. Instead of just listing responsibilities, show the results you achieved:

Prepared quarterly and annual financial statements for a $500M business unit, ensuring 100% compliance with GAAP standards.

   Demonstrate your analytical and problem-solving skills

Financial Reporting Analysts need to have strong analytical skills to review financial data, spot trends and anomalies, and provide insights to management. Show examples of how you:

• Analyzed large datasets using Excel, Access or SQL to identify trends and variances
• Created financial models to forecast revenue, expenses and cash flows
• Investigated discrepancies in account balances and recommended corrective actions to management

Avoid generic statements that don't really convey your skills:

• Performed financial analysis to provide insights
• Identified problems and developed solutions

Instead, be specific about the types of analysis you did and the impact:

Developed a dynamic financial model in Excel to forecast P&L under multiple scenarios, leading to a 10% reduction in annual operating expenses.

   Highlight your experience with budgeting and forecasting

Many Financial Reporting Analyst roles involve budgeting and forecasting. Hiring managers look for candidates who have:

• Collaborated with business units to develop annual budgets and rolling forecasts
• Monitored actual spending against budget and investigated variances
• Updated forecasts based on actual results and changes in business conditions

Use numbers to make your experience more tangible:

Managed the annual budgeting process for a department with $10M in operating expenses, presenting monthly variance reports to senior leadership.

Avoid vague statements like:

• Assisted with budget preparation
• Updated monthly forecasts

   Show your knowledge of financial regulations and controls

Financial Reporting Analysts need to ensure compliance with various financial regulations and maintain effective internal controls. Highlight your experience with:

• Sarbanes-Oxley (SOX) compliance and internal control testing
• Implementing and documenting accounting policies and procedures
• Identifying control weaknesses and recommending process improvements

Be specific about the regulations you worked with and how you ensured compliance:

Led SOX compliance testing for key financial reporting controls, partnering with external auditors to remediate 5 material weaknesses.

Avoid generic statements that don't convey your actual expertise:

• Familiar with financial regulations
• Worked on SOX compliance

   Demonstrate your communication and collaboration skills

Financial Reporting Analysts don't work in isolation. They need to collaborate with cross-functional teams and communicate financial information to non-finance stakeholders. Show how you:

• Partnered with business units to understand their financial performance drivers
• Translated complex financial data into clear and concise presentations for senior executives
• Coordinated with external auditors to provide supporting documentation for audit requests

Use specific examples to illustrate your communication skills:

Created and presented monthly financial review decks for the CEO and CFO, highlighting key business trends and risks.

Avoid overused buzzwords that don't add much value:

• Team player
• Strong communication skills

   Tailor your resume to the specific job requirements

While all Financial Reporting Analyst roles share some common skills, the specific requirements can vary based on the company and industry. Review the job description carefully and tailor your resume to highlight the most relevant skills and experience.

For example, if the job requires experience with a specific ERP system or accounting standard, make sure to call that out prominently:

Implemented Oracle Financials for a $2B global manufacturing company, ensuring compliance with IFRS reporting standards.

Avoid listing skills or experience that aren't directly relevant to the job. Focus on the most important qualifications that will catch the hiring manager's attention.

Writing Your Financial Reporting Analyst Resume: Section By Section

  summary.

A well-written summary at the top of your Financial Reporting Analyst resume can be a powerful way to introduce yourself and provide context about your career goals. While a summary is optional, it's a useful section if you're changing careers or have a lot of experience to summarize. Avoid using an objective statement, as it can come across as outdated and self-focused.

Your summary should be a brief paragraph that highlights your most relevant skills, experiences, and achievements without repeating information from other sections of your resume. Incorporate keywords from the job description to show your fit for the role and to optimize for applicant tracking systems (ATS).

To learn how to write an effective resume summary for your Financial Reporting Analyst resume, or figure out if you need one, please read Financial Reporting Analyst Resume Summary Examples , or Financial Reporting Analyst Resume Objective Examples .

1. Tailor your summary to the financial reporting analyst role

When crafting your summary for a financial reporting analyst position, focus on your directly relevant skills and experiences. Highlight your expertise in financial reporting, data analysis, and any specific tools or methodologies you've used.

Financial reporting analyst with 5+ years of experience in preparing accurate financial statements, analyzing complex data sets, and collaborating with cross-functional teams. Proficient in SEC reporting, GAAP, and data visualization tools. Proven track record of identifying inefficiencies and implementing process improvements to streamline financial reporting.

Avoid generic or irrelevant statements that could apply to any job seeker:

• Hardworking professional seeking a challenging role in a dynamic company
• Results-oriented team player with strong communication skills

2. Quantify your impact and achievements

To make your summary more impactful, include quantifiable achievements that demonstrate your value as a financial reporting analyst. Use numbers, percentages, and dollar amounts to provide context and scale.

• Implemented a new financial reporting process that reduced month-end close time by 30%
• Identified and corrected errors in financial statements, saving the company $500K in potential fines

Avoid vague or unsubstantiated claims:

• Significantly improved financial reporting efficiency
• Saved the company money by catching errors

By quantifying your achievements, you provide tangible evidence of your skills and impact, making your summary more compelling to hiring managers.

  Experience

In your work experience section, you need to show hiring managers how you've applied your skills to drive results. Avoid simply listing responsibilities. Instead, focus on your most impressive and relevant achievements. Use metrics to quantify your impact whenever possible.

Here are some key tips to write a strong work experience section for a financial reporting analyst position:

1. Highlight financial analysis accomplishments

Emphasize times when your financial analysis and insights led to positive outcomes, such as:

• Identified discrepancy in $1.2M account, investigated and resolved issue, preventing significant financial losses
• Analyzed sales trends and forecasted 10% revenue increase, enabling leadership to adjust strategy and capture growth
• Discovered $500K in cost savings opportunities through in-depth spend analysis

Quantify the results of your work as much as possible. If you don't have access to precise metrics, use estimates or ranges.

2. Showcase relevant technical skills

As a financial analyst, you likely work with various software, tools, and technologies to do your job effectively. Highlight your technical proficiencies that match the job requirements, such as:

• Advanced Excel skills including vlookups, pivot tables, and macros
• Experience with ERP systems like SAP and Oracle
• Proficiency in SQL for data analysis and reporting
• Knowledge of data visualization tools like Tableau and Power BI

Avoid simply listing technical skills. Instead, show how you've applied them to solve problems and drive results.

Incorporate relevant keywords naturally throughout your work experience. This will help your resume perform better in applicant tracking systems. Our Score My Resume tool instantly checks your resume on key criteria hiring managers care about.

3. Use strong financial analysis verbs

When describing your financial reporting experience, use powerful action verbs that convey your skills and expertise. Avoid bland, overused words like 'responsible for' or 'worked on'. Instead, try verbs like:

• Analyzed financial data to identify trends and discrepancies
• Forecasted revenue and expenses to inform budgeting decisions
• Reconciled account balances to maintain accuracy
• Collaborated with cross-functional teams to streamline reporting processes

Responsible for preparing monthly financial reports

This reads like a generic job duty description. Transform it into a more impactful accomplishment statement:

Prepared and analyzed monthly financial reports, consistently delivering ahead of schedule and uncovering $50K in cost saving opportunities

4. Highlight progression and leadership

Showing career progression and increasing responsibility in your work experience can make your resume stand out. Highlight any promotions, title changes, or times when you took on leadership roles, for example:

• Promoted to Senior Financial Analyst after just 18 months, in recognition of strong performance and contributions
• Managed and mentored team of 3 junior analysts, providing training and oversight to ensure quality and accuracy of work
• Selected to lead implementation of new financial reporting system for department of 150+ employees

Emphasize the skills and achievements that earned you these progressions, and the positive impact you made in leadership positions.

If you have an impressive record of career growth or leadership, consider bolding your job titles to make this progression stand out even more to hiring managers.

  Education

Your education section is more than just a list of your degrees. Use it to show you have the knowledge to be a successful financial reporting analyst. Include the most relevant coursework, certifications, and honors to make your education section work for you.

1. Put your education section in the right spot

Where you place your education section depends on how long you've been in the workforce:

• If you're a recent graduate with less than 5 years of experience, put your education section above your work experience. This puts the focus on your relevant finance coursework.
• If you're a seasoned professional, put your education at the bottom. Keep this section short and only list your degree, major and university name.

2. Showcase your finance knowledge from school

As a financial analyst, your education is the foundation of your career. Showcase the most relevant parts:

• Bachelor of Science in Finance, XYZ University
• Relevant Coursework: Financial Accounting, Managerial Accounting, Business Analysis, Auditing
• GPA: 3.8/4.0, Magna Cum Laude
• Relevant Coursework: Intro to Psychology, Creative Writing, Freshman Seminar
• High School Diploma, ABC High School

3. Earn and list key finance certifications

The best financial analysts are committed to ongoing education. Show your expertise by listing industry-recognized certifications:

Certifications Chartered Financial Analyst (CFA), CFA Institute Certified Management Accountant (CMA), Institute of Management Accountants

You can list certifications in your education section or break them out into their own section if you have several.

4. Education tips for senior financial analysts

At the senior level, the focus should be on your impressive accomplishments, not your degrees from decades past. Keep your education section brief:

• MBA, School Name
• BBA, Finance, School Name
• MBA, School Name, 1992
• BBA, Finance, School Name, 1988 Graduated Summa Cum Laude Captain of the Debate Team Relevant Coursework: Financial Markets, Investment Analysis, Business Statistics

  Skills

Your skills section is one of the most important parts of your financial reporting analyst resume. It's where you highlight your top abilities and convince hiring managers you're qualified for the role. But many job seekers make mistakes with their skills section that can cost them the interview.

Here are some key tips to keep in mind when writing your skills section:

1. Choose the right financial analysis skills to include

When deciding which skills to list, look at the job description for clues on what the employer wants. Pull out the most important technical skills and include those in your skills section, such as:

• Financial analysis
• Financial modeling
• Forecasting
• Variance analysis
• GAAP accounting
• Tools : Excel, ERP systems, Hyperion, SAP

Prioritize skills mentioned directly in the job ad. Many companies use applicant tracking systems (ATS) to automatically screen resumes for specific keywords. If you don't have the exact skills they're looking for, your application could get filtered out before a human even sees it.

Not sure if your skills section has the right keywords? Run your resume through Score My Resume . It checks your resume against a job description and scores it on key criteria hiring managers look for, including your skills section.

2. Avoid listing soft skills or generic phrases

Many candidates make the mistake of listing subjective soft skills or empty phrases in their skills section, like this:

Strong communication Leadership Detail-oriented Hardworking

The problem is, these aren't provable skills. Anyone can claim to have them. Instead, focus on hard skills and knowledge that are specific to financial reporting analyst roles and demonstrate your qualifications, like:

Advanced Excel Financial reporting Month-end close Reconciliations Variance analysis

Leave soft skills for other parts of your resume, like your work experience bullet points, where you can back them up with concrete examples and metrics.

When choosing hard skills to list, think about which ones will be most impressive to finance and accounting managers. Including outdated software or generic skills like Microsoft Office can make you seem behind the times. Stick to current, relevant skills for financial analysts.

3. Group your skills into categories

If you have a lot of skills to include, consider grouping them into categories to keep your skills section organized and easy to read. For example:

• Financial Analysis : Forecasting, Budgeting, Variance Analysis, Ad Hoc Reporting
• Accounting : Month-End Close, Reconciliations, Journal Entries, GAAP
• Tools : Advanced Excel, SAP, Oracle, Hyperion, Tableau

This approach makes it easy for hiring managers to quickly scan your top skills and see that you meet their key criteria. It also prevents your skills section from becoming a disorganized laundry list.

Aim to include 9-12 skills at most. If you list too many, it can seem like you're stuffing in keywords rather than tailoring your resume to the specific role.

Before you submit your resume, upload it to Targeted Resume to see how well your skills match a particular job description. It will show you which key skills your resume is missing and where you can optimize further.

Skills For Financial Reporting Analyst Resumes

Here are examples of popular skills from Financial Reporting Analyst job descriptions that you can include on your resume.

• SEC Financial Reporting
• Sarbanes-Oxley Act
• Internal Controls
• U.S. SEC Filings
• General Ledger
• Financial Modeling

Skills Word Cloud For Financial Reporting Analyst Resumes

This word cloud highlights the important keywords that appear on Financial Reporting Analyst job descriptions and resumes. The bigger the word, the more frequently it appears on job postings, and the more likely you should include it in your resume.

How to use these skills?

Similar resume templates, data analyst.

Financial Controller

Risk Management

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Resume Guide: Detailed Insights From Recruiters

• Reporting Analyst Resume Guide & Examples for 2022

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Financial Reporting Analyst Resumes

• Template #1: Financial Reporting Analyst
• Template #2: Financial Reporting Analyst
• Template #3: Senior Financial Analyst
• Template #4: Corporate Finance Analyst
• Template #5: Financial Planning Analyst
• Template #6: Financial Business Analyst
• Template #7: Equity Financial Analyst
• Skills for Financial Reporting Analyst Resumes
• Free Financial Reporting Analyst Resume Review
• Other Data & Analytics Resumes
• Financial Reporting Analyst Interview Guide
• Financial Reporting Analyst Sample Cover Letters
• Alternative Careers to a Financial Reporting Analyst
• All Resumes
• Resume Action Verbs

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• • Designed, built, and maintained advanced financial models, resulting in a 10% reduction in forecasting errors for the finance department
• • Collaborated with IT to create a seamless data flow from Snowflake to business units, increasing efficiency in data handling by 20%
• • Generated monthly KPI reports for executive leadership, leading to the strategic realignment of key business segments
• • Developed comprehensive Tableau dashboards, providing actionable insights that spurred a strategy overhaul and a 15% revenue growth
• • Delivered regular training sessions on data literacy for non-technical staff, boosting company-wide data-driven decision-making
• • Championed a cross-departmental data accuracy initiative that improved reporting precision and supported organizational trust in data
• • Leveraged SQL and T-SQL to enhance data extraction operations, cutting down data retrieval time by 25%
• • Utilized Tableau to visualize sales performance trends, informing marketing campaigns that led to a 12% increase in sales
• • Analyzed customer segmentation, aiding product development and resulting in a 30% faster time-to-market for new products
• • Key contributor to a major data cleansing project, ensuring a high level of data quality maintained across business reports
• • Derived insights from financial data to support budget management and forecasts, identifying cost-saving measures totaling $500K annually
• • Implemented a new Tableau reporting system, which decreased report generation time by 30%
• • Managed a portfolio of data analysis projects that influenced key strategic initiatives and productivity improvements
• • Provided critical data support for a market expansion strategy, contributing to a 20% growth in the company's market share
• • Spearheaded the development of interactive dashboards that tracked project performance indicators across teams

5 Financial Reporting Analyst Resume Examples & Guide for 2024

Your financial reporting analyst resume must demonstrate your expertise in creating accurate financial statements. It should highlight your proficiency in GAAP or IFRS, depending on the standard your prospective employer utilizes. Moreover, your resume needs to underscore your experience with financial reporting software, such as SAP or Oracle. Ensure it also reflects your strong analytical skills, as they are crucial for interpreting financial data.

All resume examples in this guide

Resume Guide

Resume Format Tips

Resume Experience

Skills on Resume

Education & Certifications

Resume Summary Tips

Additional Resume Sections

Key Takeaways

As a financial reporting analyst, distilling complex financial data into concise bullet points that showcase your analytical prowess can be a daunting resume challenge. Our guide provides tailored strategies to help you effectively communicate your expertise, ensuring your resume highlights the impactful insights and strategic recommendations you're known for in your field.

• Sample industry-leading professional resumes for inspiration and financial reporting analyst resume-writing know-how.
• Focus recruiters' attention on what matters most - your unique experience, achievements, and skills.
• Write various resume sections to ensure you meet at least 95% of all job requirements.
• Balance your financial reporting analyst technical expertise with personality to stand out amongst candidates.

If the financial reporting analyst resume isn't the right one for you, take a look at other related guides we have:

• Management Accounting Resume Example
• Private Equity Resume Example
• Collector Resume Example
• Functional Accounting Resume Example
• Government Accounting Resume Example
• Forensic Accounting Resume Example
• Bank Branch Manager Resume Example
• Junior Financial Analyst Resume Example
• Senior Finance Manager Resume Example
• Financial Accounting Resume Example

Best practices for the look and feel of your financial reporting analyst resume

Before you even start writing your financial reporting analyst resume, first you need to consider its layout and format .

What's important to keep in mind is:

• The reverse-chronological resume is the most widely used format to present your experience, starting with your latest job.
• Your financial reporting analyst resume header needs to include your correct, professional contact details. If you happen to have a professional portfolio or an updated LinkedIn profile, include a link to it.
• Ensure your resume is no longer than two pages - you don't have to include irelevant experience on your resume just to make it look longer.
• Unless specified otherwise, submit your resume in the most popular format, the PDF one, as this will ensure your financial reporting analyst resume isn't altered.

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If the certificate you've obtained is especially vital for the industry or company, include it as part of your name within the resume headline.

The five (plus) definite sections your resume for a financial reporting analyst job should include are:

• Header with your headline, contact details, and/or a preview of your work
• Summary (or objective) to pinpoint how your success aligns with the role
• Experience with bullets of your most relevant achievements in the field
• Skills to integrate vital job requirements (both technical and personal)
• Your further dedication to the field, showcased via relevant higher education and/or certifications

What recruiters want to see on your resume:

• Proficiency in financial reporting tools such as Hyperion, SAP, or Oracle Financials.
• Expertise in accounting principles, including GAAP or IFRS, and the ability to apply them accurately.
• Experience with financial analysis, variance analysis, and the preparation of monthly, quarterly, and annual reports.
• Strong proficiency with Excel and the ability to utilize advanced functions for complex financial modeling and data analysis.
• Demonstrated experience in improving reporting processes and implementing new reporting systems or software.

Creating your financial reporting analyst resume experience to catch recruiters' attention

Remember that for the financial reporting analyst role, hiring managers are looking to see how your expertise aligns with their requirements. Here's where your resume experience section can help out. Make sure you:

• Include mainly roles that are relevant to the financial reporting analyst job you're applying for;
• Don't go too far back in your experience - recruiters will only care what you did a decade ago if it's really important for the financial reporting analyst role;
• Each bullet you include should say what you did, followed by the skills you used and the actual end result of your efforts;
• Quantify each of your achievements with numbers and possibly the overall effect it had on the organization;
• Highlight transferrable skills - or personal skills you've attained thanks to past jobs - that could be applicable within your potential workplace. This would showcase your unique value as a professional.

Formatting the experience section of your resume doesn't have to be an over-the-top deep dive into your whole career. Follow the financial reporting analyst resume examples below to see how industry-leading professionals are presenting their experience:

• Led the coordinated effort to automate financial reporting processes, reducing time spent on report generation by 35% while also enhancing accuracy.
• Played a key role in the implementation of an ERP system that improved data integrity for financial analysis, consolidations, and external reporting requirements.
• Developed complex financial models that forecasted company revenue streams with a margin of error under 5%, directly impacting strategic planning initiatives.
• Streamlined month-end close procedures, ensuring financial statements were published by the 5th business day, a 2-day improvement from the previous cycle.
• Collaborated with internal audit teams to identify risk areas, leading to enhanced control measures and a 20% reduction in audit discrepancies.
• Produced quarterly and annual reports compliant with SEC and other regulatory standards, which won the 'Excellence in Reporting' award from the Industry Regulators Association.
• Managed the transition to IFRS reporting standards for a multinational corporation, ensuring seamless adoption across all regional offices.
• Worked closely with IT to enhance the business intelligence platform, leading to a 25% reduction in time taken to retrieve and analyze financial data.
• Provided comprehensive financial variance analysis that directly influenced executive decision-making and resource allocation.
• Successfully coordinated with cross-functional teams to deliver an integrated annual report, illustrating the company's financial health and business strategy.
• Introduced new KPIs to the financial reports that better aligned with corporate objectives and performance monitoring, receiving management endorsement.
• Conducted detailed financial statement analysis for potential mergers and acquisitions, contributing to a 10% growth in company portfolio.
• Prepared and analyzed financial statements, ensuring compliance with GAAP, which contributed to the company's reputation for financial transparency.
• Enhanced the quarterly earnings release process, which improved communication with investors and analysts and increased investor confidence.
• Coordinated with external auditors to provide necessary documentation and explanations for year-end audits, resulting in a 15% faster audit completion.
• Oversaw the preparation of financial statements for 10+ subsidiaries, ensuring timely and accurate reports that contributed to a holistic view of the company's financial performance.
• Initiated a project to digitize historical financial records, enhancing data retrieval speeds by 50% and significantly improving research capabilities.
• Acted as the primary point of contact during quarterly reviews and annual audits, which led to zero non-compliance findings over a 4-year period.
• Designed and implemented a new report distribution process utilizing a cloud-based platform, which increased accessibility for remote stakeholders by 100%.
• Developed an analytical tool to predict the financial impact of market changes on company performance with 90% accuracy, aiding in proactive strategy adjustments.
• Presented detailed financial analysis and insights at monthly executive meetings, driving a data-informed approach to decision making.
• Contributed to a cross-departmental project to streamline regulatory reporting, reducing the time to compile reports by 40% without sacrificing detail or accuracy.
• Enhanced financial forecast accuracy through the introduction of a new statistical modeling technique, which became the standard across the finance department.
• Authored a monthly financial report commentary that distilled complex financial terminology into business language, improving understanding among non-financial managers.
• Assisted in redesigning the annual budget process, resulting in a streamlined workflow that saved the company over 200 man-hours annually.
• Conducted a comprehensive benchmarking study to evaluate the company's financial reporting processes against industry peers, identifying opportunities for improvement.
• Managed the integration of newly acquired companies into the corporate financial reporting structure, ensuring seamless inclusion in consolidated financial statements.
• Automated key reporting elements within the financial reporting package, reducing chances of human error and delivering reports 3 business days earlier than the industry average.
• Created a suite of financial dashboards that provided real-time financial metrics, enabling executives to make timely and informed business decisions.

Quantifying impact on your resume

• Detail the size of the financial portfolios you managed to demonstrate the scale of your responsibilities.
• Include the number of financial reports you've produced to showcase your productivity and experience.
• Specify the percentage of budget reductions you achieved through cost-saving initiatives to show your ability to drive profitability.
• Mention the amount of revenue or profit growth realized from your strategic financial analysis to highlight your contribution to growth.
• Quantify the accuracy of your financial forecasts to emphasize your analytical precision.
• List the number of compliance audits successfully passed due to your stringent financial reporting to prove your attention to regulatory standards.
• State the amount of time saved by automating or streamlining financial processes to reflect efficiency improvements.
• Provide the number of cross-departmental projects you've worked on to illustrate your collaborative skills and versatility.

Action verbs for your financial reporting analyst resume

What if you don't have any experience?

There are two very common scenarios about candidates with less experience. They are either:

• Fresh out of college in search of a financial reporting analyst role
• Transferring over from a completely different field

Both of these types of candidates still have a shot at landing their first job in the industry.

All they need to do about the experience section of their financial reporting analyst resume is:

• Consider their strengths - would the outcomes of their previous roles or niche skill sets impress recruiters? Feature those towards the top of your resume
• Exclude any and all irrelevant experience items - remember that at the end of the day, you're telling a story that aims to align with the ideal candidate for the financial reporting analyst job
• Win recruiters over with personality - perhaps your ambition, dreams, and diligence would make you the perfect fit for the financial reporting analyst role. Dedicate resume space to detail your personality traits by showcasing how they've helped you succeed in past roles
• Tailor your experience to specific job requirements - ensure your financial reporting analyst resume answers the advert in the best way possible.

Recommended reads:

• How to List a Major & Minor on Your Resume (with Examples)
• Perfecting the Education Section on Your Resume

If you happen to have some basic certificates, don't invest too much of your financial reporting analyst 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.

Balancing hard and soft skills in your financial reporting analyst resume

Recruiters indeed pay close attention to the specific hard and soft skills candidates possess. Hard skills refer to technical abilities or your proficiency in technologies, while soft skills are the personal attributes and qualities developed over your lifetime.

If you're unsure about effectively quantifying these skills on your resume, follow our step-by-step guide. It's crucial to first understand the key job requirements for the role. Doing so enables you to accurately list your:

• Hard skills in sections like skills, education, and certifications. Your technical expertise is straightforward to quantify. Most organizations find it sufficient to mention the certificates you've earned, along with your proficiency level.
• Soft skills within your experience, achievements, strengths, etc. Defining interpersonal communication traits in your resume can be challenging. Focus on showcasing the accomplishments you've achieved through these skills.

Remember, when tailoring your financial reporting analyst resume, ensure that the skills you list match exactly with those in the job requirements. For instance, if the job listing specifies "Microsoft Word," include this exact term rather than just "Word" or "MSO."

Top skills for your financial reporting analyst resume:

Financial Reporting

Financial Analysis

Accounting Principles

GAAP Compliance

Data Analysis

Advanced Excel

ERP Systems

Financial Modelling

Budgeting and Forecasting

Attention to Detail

Problem-Solving

Communication

Time Management

Analytical Thinking

Adaptability

Critical Thinking

Organization

Project Management

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

Including your education and certification on your financial reporting analyst resume

The significance of your resume education section is paramount. It can show your diverse talents and experiences that are relevnt to the position.

• Incorporate educational qualifications, mentioning the institution and period.
• If you're on your academic journey, pinpoint your expected completion date.
• Opt for leaving out degrees that don't serve the job's purpose.
• Provide an overview of your educational experiences if it spotlights your milestones.

When recruiting for financial reporting analyst roles, candidates with relevant education and certification definitely stand out amongst competitors.

Showcase your academic background in the best way possible by:

• Listing all degrees and certifications that are part of the candidate qualifications in the financial reporting analyst advert
• Including any extra certificates, if they make sense to your application
• Not going over the top in details - the certificate name, institution, and dates are enough
• If you're in the process of obtaining a degree or certificate that's relevant to the job, include your expected graduation/certification dates

The education and certification sections help back up your application with years of experience in the industry or niche.

Select some of the most cutting-edge or applicable credentials for your next financial reporting analyst application from our list:

The top 5 certifications for your financial reporting analyst 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) - Association of International Certified Professional Accountants
• Financial Risk Manager (FRM) - Global Association of Risk Professionals (GARP)
• Should I Put In An Incomplete Degree On A Resume?
• How to List Continuing Education on Your Resume

Which one to use: a resume summary or a resume objective?

The financial reporting analyst resume summary or objective serves as a good introduction to your experience for recruiters.

Have you ever wondered which one (the summary or objective) will be more appropriate for your financial reporting analyst resume?

• If you are a less experienced professional, write a resume objective statement. The objective is about three sentences long and provides recruiters with information about your career goals, strengths, and achievements . It should basically denote how you see yourself in this particular role, and what is your relevant experience and/or know-how;
• If you happen to have plenty of relevant experience, select your most impressive achievements for your resume summary. The summary is no longer than five sentences and serves as a storytelling instrument - highlighting your greatest career wins . Don't forget to align your summary with the job requirements to ensure your resume stays relevant to the role.

Read on for more information and examples of resume summaries and objectives from real world professionals.

Resume summaries for a financial reporting analyst job

• With over 8 years as a dedicated financial reporting analyst at a Fortune 500 company, I've honed an expertise in GAAP, IFRS, and advanced Excel functions, delivering reports that have streamlined financial processes and driven company profitability.
• Results-oriented financial expert with a CPA certification and 10 years of experience in constructing robust financial models and developing comprehensive reports that have consistently guided critical business decisions at a top-tier investment bank.
• Former Senior Data Analyst with 5 years of experience transitioning to financial reporting, bringing a strong background in statistical analysis, Python, and SQL programming, coupled with a proven track record of transforming data into actionable insights.
• Career educator with a Master's in Economics making the leap to financial reporting analysis, equipped with strong quantitative skills, knowledge of economic forecasting, and a passion for translating financial trends into strategic business plans.
• As a recent finance graduate, I am eager to apply my academic knowledge of financial analysis and reporting, coupled with my internship experience at a regional bank, to a dynamic and growth-oriented organization.
• Energetic MBA with a concentration in Finance seeking to leverage internships in commercial banking and proficiency in SAP and Oracle to contribute fresh perspectives to a forward-thinking financial team, particularly in analyzing trends and crafting strategic financial decisions.

What else can you add to your financial reporting analyst resume

What most candidates don't realize is that their financial reporting analyst resumes should be tailored both for the job and their own skillset and personality.

To achieve this balance between professional and personal traits, you can add various other sections across your resume.

Your potential employers may be impressed by your:

• Awards - spotlight any industry-specific achievements and recognitions that have paved your path to success;
• Languages - dedicate some space on your financial reporting analyst resume to list your multilingual capabilities , alongside your proficiency level;
• Publications - with links and descriptions to both professional and academic ones , relevant to the role;
• Your prioritization framework - include a "My Time" pie chart, that shows how you spend your at-work and free time, would serve to further backup your organization skill set.

Key takeaways

• The logic of your resume presentation should follow your career highlights and alignment with the role;
• Curate information within different sections (e.g. summary, experience, etc.) that helps highlight your strengths;
• Exclude from your resume irrelevant experience items - that way you'd ensure it stays no longer than two pages and is easy to read;
• Dedicate space within the summary, experience, and/or achievements to highlight precisely why you're the best candidate for the role via your previous success;
• Both your technical and people capabilities should also play a crucial role in building up your financial reporting analyst application. Prove your skill set in various resume sections.

Looking to build your own Financial Reporting Analyst resume?

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Management Reporting Resume Sample

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Work Experience

• Recruit, develop and direct the Finance Business Partners to ensure that the department is fully staffed and highly motivated, with appropriate succession planning in place
• Assign to each Finance Business Partner a number of Opcos and/or Group functions (such as WBITVP Format Sales) for which the Finance Business Partner is responsible (see below)
• Together with WBITVP Director Finance, implement Group reporting requirements and timelines for monthly actual results, monthly full-year forecasts, quarterly re-forecasts, annual budgets and LTP; and work with the Finance Business Partners and Opco Finance teams to ensure that timelines are met
• Prepare consolidated Group management reporting packs (monthly actual results, monthly full-year forecasts, quarterly re-forecasts, annual budgets and LTP), including analysis, KPI and commentary for Group senior management
• Prepare presentation materials for consolidated Group annual LTP review with WBTVG senior management
• Participate in regular Finance Management Team meetings led by SVP Finance (or VP Finance as alternate)
• As part of the Finance Management Team, help set and track objectives for each Opco Finance team, including related deliverables such as systems and policy development, Treasury, Taxation, statutory reporting and any relevant WB or Time Warner initiatives
• Where appropriate, provide input to Group strategic planning, individual M&A transactions (including due diligence) and related ad hoc analysis
• Responsible for various financial and managerial reporting
• Identify and solve problems relating to data and related reports
• Define business requirements to bring Risk and Finance management reporting in alignment
• Define & standardize terms and definition utilized between Risk and Finance
• Driving process automation and standardization with FRI
• Proposing and implementing organizational design changes and efficiencies
• Act as a single point of contact providing subject matter expertise and program management coordination with respect to data, technology and derived data across Risk and Finance including the alignment of ARC and Insight
• Analyze current reporting structures between Risk and Finance and propose efficiencies and streamlining proposal. Present proposal to Senior Management and ultimately effect these changes
• Reduce high level of existing reporting done outside of FRI and own the automation of heavily manual processes
• In conjunction with VP Business Management, contribute to monthly Business Management Update report and participate in review with Group senior management
• Continuing development and ownership of the quarterly Opco budget/forecast model templates to ensure they deliver required level of budget/forecast information, including population of SAP actuals and validation prior to distribution to Opco’s
• Understand and validate assumptions used in OpCo programme slates, per episode revenues and CoS ultimate’s during relevant financial planning and reporting cycles
• Support business partners in extracting & highlighting relevant trends, risks and opportunities within OpCo management information
• Ensure minutes of operational review meetings are circulated as required and work with Business Partners to follow up on Opco review meeting actions and to monitor the status of any ongoing commercial / operational issues
• Ensure an accurate and timely Opco cash-flow forecasting and reporting process, including analysis of related assumptions and variances
• Ensure financial planning, reporting highlights, and cause of change are shared with the Corporate Reporting Team in a timely manner to enable inclusion in Group Corporate financial reporting

Professional Skills

• Strong analytical and technical skills (including strong Excel and PowerPoint skills)
• Strong data analysis skills and experience, including querying and manipulation of large quantities of data
• Strong organization skills, including the ability to prioritize and manage multiple tasks under pressure
• Strong communication skills, ability to deal effectively across functions, levels and locations
• Excellent problem solving and proven analytical skills
• Planning/ organizational skills, able to priorities work
• Strong IT skills including Excel modelling & Power point presentations

How to write Management Reporting Resume

Management Reporting role is responsible for excel, analytical, reporting, analysis, training, powerpoint, articulate, leadership, presentation, advanced. To write great resume for management reporting job, your resume must include:

• Your contact information
• Work experience
• Skill listing

Contact Information For Management Reporting Resume

The section contact information is important in your management 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 Management Reporting Resume

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

Representative Management Reporting resume experience can include:

• Strong ability to organize and coordinate effectively in a high pace environment
• Excellent computer, spreadsheet, and communication skills
• Good interpersonal and communication skills to work across multiple parties. Ability to work in cross-functional teams
• Adapt to changing environment, problem solving skills
• Demonstrated leadership and management experience in finance, management reporting, and/or business systems, in a large, dynamic company
• Work under pressure and demonstrate multi-tasking skill

Education on a Management Reporting Resume

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

When listing skills on your management 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 management reporting skills:

• Good communication and interpersonal skills including ability to develop and maintain good relationships
• Attention to detail and strong planning and organisational skills
• Strong interpersonal skills and ability to interact well with and influence other teams
• Strong analytical skills and accuracy
• Excellent written & verbal communication skills - someone who can talk to overseas guys on phone & easily understand the requirements
• Strong staff leadership and people management skills

List of Typical Experience For a Management Reporting Resume

Experience for manager, management reporting resume.

• Accounting-related work experience, including US GAAP accounting, consolidation of financial data, management and financial reporting
• Proven experience leading a data and analytics team
• Advanced Excel skills including complex models and VBA
• Operational accounting experience including the recording of transactions for statutory, US GAAP and management reporting
• Relevant management reporting/accounting experience

Experience For Decision Support & Management Reporting Lead-melbourne Resume

• Experience working within complex organisations
• Present findings and translate the data into an understandable document. Proven ability to write and speak clearly, easily communicating complex ideas
• Enthusiastic and can operate in an challenging environment
• Prioritizing the workflow from a demanding business
• Experience with massive global enterprise wide transformation deployments preferably within a sizable and complex software and service delivery organization
• Project management & delivery experience
• Querying, managing and organizing large data sets and applying quantitative reasoning to complex problems

Experience For Risk Management Reporting Expert Resume

• Providing senior management with financial information and analysis regarding Brexit planning
• Monitoring status of conditions and actions across our businesses and escalating non performance
• Becoming a subject matter expert in extracting data from OpenPages (governance, risk and compliance tool)
• Working on monthly billing charges that are to be recovered by other business in terms of the space utilized
• Ongoing knowledge transfer into markets (factories, AHQ & IMEX) and SSC on process changes/modifications in regards to management and statutory reporting
• Working knowledge of enterprise performance management (EPM) and reporting tools, within the biotechnology or pharmaceutical industry
• Developing new reports and information processes using SAS, Cognos, Microsoft Excel, Tableau, etc
• Automating reporting and business processes to reduce cost and improve efficiency

Experience For IT Associate Incident Management & Reporting Resume

• Promoting a culture of high performance and continuous improvement that values learning and a commitment to quality and talent development
• Reporting of performance, attribution, characteristics, and performance statistics
• Managing the Operational Risk Capital scorecard process (quarterly)
• Updating service request in Archibus (Floor and Space module)
• Understanding of Operations & Technology businesses an asset
• Creating presentation materials to update senior management on analysis, issues, decision points
• Preparing senior management packs with revenue, financial performance, expense, client performance & key business updates on a semiannual basis

Experience For Workforce Management Reporting & System Support Analyst Resume

• Understanding of core knowledge areas
• Understanding of related knowledge areas
• Managing metadata and business processes
• Implementing processes and procedures to improve the quality of data in Marriott systems
• Working across the department to ensure a consistent and accurate ‘story’ across all produced reports and audiences
• Developing a self-serve reporting and analytics environment within a business
• Providing headcount reporting & management support to RFDAR function and its senior managers

Experience For Manager, Revenue Management Reporting Resume

• Planning and Organizing Level 1
• Applying Technical Expertise Level 2
• Coping with Pressure and Setbacks Level 2
• Working with People Level 2
• Ensuring structure, resources, roles and responsibilities are positioned to meet the strategic initiatives
• Development of management reporting training materials for markets (IMEX) including the working instructions and the training delivery

Experience For Director, Management Reporting Resume

• Develop forecasting, budgeting, and financial analyses to drive business planning and decision-making
• Contribute to maintaining the standard of MI & Reporting by reviewing the submissions from contributors and designing controls to manage quality
• Proactively working on updating relevant mapping files and critical month end report pre functional cycle
• Stakeholders Management and maintaining balance between partnering and challenging business BI teams
• Contributes to culture building, motivation and inspiring the right behaviours via role modelling at the MT area level
• Interact with various internal teams including accounting, compliance, and financial reporting
• Proficiency building end-user reports and dashboards using Cognos, Tableau or similar reporting application
• Keep Manager updated in any issues or concern regarding monthly deliverables and issues relating to process

Experience For Management Reporting & Analysis Lead-starches & Sweeteners Europe Resume

• Responsible for managing day to day business as usual reporting requests and queries from HR / employees / managers via the Service Now online work flow tool
• Work on building routines as needed on the “Analysis/Sandbox” Data /Reporting environment
• Enable decision making by performing financial analysis of the business performance
• Support Information Management during emergencies as well as the preparation of Emergency Sitreps and reporting
• Prepare written Unit documents including briefing notes, mid and year end and donor reports

Experience For Management Reporting / Operations Specialist Resume

• Forward looking analysis and forecasting under various alternative strategic scenarios
• Participation in various working groups addressing Brexit issues
• Write and maintain processes related to delivery of SuccessFactors Learning Management standard reporting
• Prepare dashboards and analyze data for senior management including the monthly, quarterly, ytd financial snapshots, expense reporting and trend analysis
• Knowledge of IFRS and accounting standards, financial G/L. Statutory and management reporting
• Well-versed in both investment instruments and the associated legal documentation, risk management, accounting, taxation and reporting matters
• Participates in defining the Data and Reporting strategy for Marriott International and works to implement that strategy
• Drives and communicates the monthly closing calendar

Experience For Senior Analyst, Data Management Reporting Resume

• Identify and implement process improvements that enhance accuracy, consistency, and efficiency of global performance reporting processes
• Fortnightly and Monthly reporting to senior management on incidents, overdue actions, regional / staff trends in behavior or other themes
• Compilation of Key Risk Indicators, including some preliminary analysis
• Provide a confidential timely service by producing accurate and well presented reports from own initiative or from standard templates within agreed SLA’s
• Play an active role in all HR Operations Technology, related issues and projects impacting HR Data
• Collation of data & Management of reporting requirements to meet legislative requirements to mitigate risk to the company
• Primary contact for all SAP data integrity (Canadian HR system) data queries & responsible for Business as usual Sap data flow reporting process

List of Typical Skills For a Management Reporting Resume

Skills for manager, management reporting resume.

• Strong communication and presentation skills. Ability to communicate complex processes in simple language
• Sound numeric and problem solving skills
• Prior experience with bank or banking product company with products for Risk Management, capital markets or treasury / finance
• Able to adapt and apply fundamental financial analysis and modelling skills in a dynamic environment
• Advanced Microsoft Excel skills that include knowledge of macros and Visual Basics

Skills For Decision Support & Management Reporting Lead-melbourne Resume

• Work and communicate effectively with clients and other location team members
• Engage and manage different level stakeholders and multicultural audience/s through superior communication and presentation skills
• Working experience of flow charting, Visio, MS-Office applications
• Ensuring Line manager effectiveness
• Demonstrable experience designing and delivering training and coaching sessions
• Extensive or deep experience in creating and running reports from a leading LMS platform (e.g. SuccessFactors, Saba, SumTotal, Cornerstone-on-Demand, etc)

Skills For Risk Management Reporting Expert Resume

• Excellent opportunity to learn senior management reporting cutting across global functions, related analytics, reporting methodologies for a large global bank
• Demonstrate aptitude for using different accounting systems
• Strong understanding of the Bank’s reporting structures
• Good knowledge of the accounting, reporting, tax and regulatory regimes in Singapore
• Experience in working with data and knowledge of financial reporting tools such as Essbase would be added advantage

Skills For IT Associate Incident Management & Reporting Resume

• Financial planning, analysis and reporting experience
• Adapt to a fast paced continually changing business and work environment while managing multiple priorities Some travel required (5-25%)
• Management reporting and planning experience in a managerial capacity gained in insurance, financial services industry or a dynamic MNC environment
• Experience in sourcing market intel to develop and analyse competitive positioning
• Strong understanding of fixed income and derivative concepts, including valuation methodologies
• Demonstrated management of a reporting department with on-going production and change initiatives
• Financial Services experience across one of the following Banking, Funds or Wealth Management

Skills For Workforce Management Reporting & System Support Analyst Resume

• Expert level knowledge of core java , good understanding of data structures and performance tuning
• Strong understanding of financial statements covering Revenue, Balance Sheet and Key Metrics
• Three to Five years’ experience in similar positions, preferable in the financial services sector, with knowledge in the following areas
• Evidence of continuous professional development in line with the requirements of own professional accounting body
• Experience in the development of management and statutory reporting processes and systems
• A number of years of practical experience in complex management and financial reporting environments

Skills For Manager, Revenue Management Reporting Resume

• Assist with the implementation, maintenance, and enhancements of information systems and processes that support effective and timely financial reporting
• Financial/accounting experience of the general insurance industry
• Experience and knowledge of Microsoft Office and financial systems, including Oracle, TM1
• Experience in running medium-sized global projects
• Experience of working in multicultural / international environment
• Extensive or deep experience with report writing and technical requirement analysis
• Experience in running HR reports for a complex and dynamic organization
• Relevant experience in a financial reporting environment
• Management reporting experience preferable

Skills For Director, Management Reporting Resume

• Advanced Excel experience using pivot tables, arrays, powerpivot, etc
• Experience converting business requirements into technical specifications
• Good understanding of Risk and Finance
• Experience with financial modelling and presentation
• Strong interest in financial markets and banking
• Management reporting experience
• Opportunity to learn/add domain skill in the area of finance, risk and management reporting

Skills For Management Reporting & Analysis Lead-starches & Sweeteners Europe Resume

• Proficiency in SQL queries , JDBC, ORM tools and good understanding of databases such as Sybase
• Experience working with WebSphere, Sybase, Search engines is preferable
• Good understanding of business drivers and associated impact on financials
• Fresh graduates and experienced professionals are also welcome
• Strong ability to evaluate processes, identify potential problems and implement feasible solutions
• Good commercial awareness / business acumen and analytical approach
• Deep working experience of flow charting, Visio, MS-Office applications

Skills For Management Reporting / Operations Specialist Resume

• Experience of working in a complex, matrix organisation with a global scope
• Strong background in, and familiarity with, the LOB’s core businesses or core corporate functions would be helpful
• Performance data management and validation
• Self-starter with proven ability to pro-actively reach out to stakeholders in order to build consensus and drive projects forward
• Senior level relationship management experience
• Over 10 years work experience in foreign bank finance related domain
• Changing/challenging the status quo as it relates to the widely distributed forecasting process, five year strategic planning and annual planning cycle
• Maintaining and managing existing reporting and data processes

Skills For Senior Analyst, Data Management Reporting Resume

• Creating and enhancing reports to support the changing business environment
• Working in collaboration with global team and other divisions such as Financing Desk, Regulatory Reporting, Operations and Technology
• Testing billing files in APS module to ensure errors and resolving the same
• Ensuring appropriate controls are in place for both Expenses and balance sheet. Questioning and investigating all potential control weaknesses
• Mentoring and preparing COE as per changing needs of the business
• Adapting and Responding to Change Level 2
• Persuading and Influencing Level 2

List of Typical Responsibilities For a Management Reporting Resume

Responsibilities for manager, management reporting resume.

• Previous experience in a multi- currency environment where foreign operations represent a significant portion of the consolidated results
• Experience with the preparation of consolidated financial statements
• Excellent power-point & excel skill
• Sound numeric skills and accuracy
• Strong finance personnel with good business acumen and confidence to engage & influence business owners
• Ensure the offshore controls have been executed effectively
• Banking or relevant finance / management reporting experience
• Experience related to risk management, strategic planning and / or management and execution roles

Responsibilities For Decision Support & Management Reporting Lead-melbourne Resume

• Experience in an accounting or finance role
• Experience or significant understanding of the IT asset lifecycle
• Prioritize, coordinate and oversee workflow activities and balance workload across team members, with a focus mainly on objectives for day to day operations
• Experience in financial institutions
• Identification and development of appropriate effectiveness measures spanning the key compliance risks and associated policies and standards
• Experience with SAP BW and EPM tools (SAP BPC) is advantageous
• Strong ownership mentality
• Experience within the general insurance (preferably Property & Casualty) industry would be highly advantageous

Responsibilities For Risk Management Reporting Expert Resume

• Working with respective stakeholders on headcount forecast & planning
• Run regular scheduled reports as well as on-demand reports using the standard reporting tools in SuccessFactors Learning Management
• Extract data from various sources, including applications like SuccessFactors Learning Management, SAP and Sharp
• Other finance-related requests, including fee settlement, SCB compensation and sales reporting
• Monthly preparation of financial report with detail explanation of business drivers for senior management (including Board meeting material production)
• Forecast resource requirements, identify and address training needs, and ensure adequate cross-training to cover absences
• Work with EO&T businesses to identify emerging/evolving risks through control review findings and analytic results
• Prepare SEC disclosure of quarterly filing including MD&A and Non-GAAP financial metrics.
• Assist in the review of Budget, Forecast and other forward looking information with the Planning Department

Responsibilities For IT Associate Incident Management & Reporting Resume

• Perform other tasks around the financial reporting group including preparation of footnote disclosures in the Company’s external filings
• Carry out any other HR Reporting / Administration when required
• Act as a reporting stakeholders with HR Services project work as and when required
• Conduct the meeting with clients and key stakeholders to gather requirements, analyze, finalize and have formal sign-off’s from approvers
• Identify data sources that need to be updated or added to support the reporting and analytics needs
• Independently working with IT team members (if needed) to have issues resolved expeditiously
• Understand GRC workflow for specific subject areas and relate to the Data flow /reporting needs
• Drive & build in Lean efficiencies into the process and work towards achieving lean targets

Responsibilities For Workforce Management Reporting & System Support Analyst Resume

• Manage a team of high performing finance professionals
• Follows and/or maintains / Establishes and documents operating procedures which include relevant controls to meet Group and local policy requirements
• Apply data analysis to solving business problems that have a real impact to customers
• Functional Expertise and broad knowledge of all areas of pharmaceutical business and Federal Regulations pertaining to pharmaceutical industry.
• Collaborative team player, always willing to assist colleagues and approaches all tasks with a positive attitude
• Primary liaison for PCG for all general matters relating to IT,
• Coordinate and oversight of all management and Statistical Measurements Tracking
• Lead and direct the budget process for PCG, including presentation for budget meetings
• Manage and administer Competency points for FA reporting and qualification levels

Responsibilities For Manager, Revenue Management Reporting Resume

• Primary Contact with IT personnel on PCG FA applications (excludes client facing applications) such as Blotter, production Summary etc
• Provide reporting and analytical support to CIBC Strategic Business Units and Lines of Businesses
• Assist with creation of analyses, then present and explain the meaning clearly and concisely in informal presentation settings
• Possess a thorough knowledge of the CBS organization and the industry in order to successfully lead Showtime’s financial planning process
• Capacity to communicate clearly and concisely, both orally and in writing
• Tailor communication of business strategies and performance vs. plan/forecast depending on target audience
• To carry out administration responsibilities and have accountability for employee reporting in an accurate and timely manner
• To be accountable and provide support and cover to the Assistant Manager, Reporting & Data Management & Team Lead & Senior Manager, HR Services,
• The scope includes end to end Buy Sell processes and the set up of our Health Hub Headquarters (restructuring project)

Responsibilities For Director, Management Reporting Resume

• Develop detailed training materials for E2E process with GPO & BSG Buy/Sell Lead Support
• Work with country teams to drive the implementation of pre-requisites and alignment to operating model
• CIMA/ACCA with extensive knowledge of working with complex intercompany matrix
• Open to learning new things
• Thorough understanding of financial company’s balance sheet and Profit and loss account
• Supports Brand, Marketing, Sales, and Consumer Services (BMSC) organization by
• Represent the Data Strategy & Reporting group as a participant on projects and task forces as appropriate
• Perform a consultative role in working with constituent groups within the greater Marriott organization
• Exposure to Use case methods, Requirements gathering, Functional Support

Responsibilities For Management Reporting & Analysis Lead-starches & Sweeteners Europe Resume

• Provide strategic insight in the review of the Bank’s performance, including the performance of individual business lines and divisions
• Assist in financial audits LI-JG1
• Ownership of global composite criteria and construction processes
• Work with vendor and proprietary systems utilized in CIM’s monthly performance production processes
• Ownership of the monthly composite timelines
• Ad hoc performance requests
• Comfortable with query (SQL) and large quantity of data retrieval
• A mindset for continuous improvement of processes
• Develop ad hoc presentations and manage ad hoc projects per CFO’s request

Responsibilities For Management Reporting / Operations Specialist Resume

• Become an influential thought leader within Visa Inc’s Management Reporting & Results Analysis team by: developing a deep understanding of Visa Inc’s increasingly complex and innovative business; conducting rigorous data analysis; developing logical argumentation and precise presentations
• Provide Monthly financial reports to P&A, CRS EMEA controllers and other stake holders and assist FP&A to flash accurate numbers
• Escalate any unexpected variance in actuals when compared to Plan/ Estimate
• Update seniors on progress of activities and status update, avoid escalation
• Cater to any report/query requirement from Onshore
• Experience in operational or financial reporting as a Business Reporting Analyst with analysis, design, testing and implementation experience with mid to large size companies
• Learn HRIS systems World Service, ADP, Service Now, Employee & Manager Self Service to enable support on queries
• Preparation, manipulation and creation of regular accurate management information. Manage, analyse, manipulate and create complex reporting requirements as required for the business, manage and produce scheduled HR reporting as per the schedule calendar within set deadlines

Responsibilities For Senior Analyst, Data Management Reporting Resume

• Manage & Maintain reporting folders on sharepoint sites as and when required
• Creation of global and Service Now Metrics Monthly data scorecards including People WMI Dashboard & Diversity scorecard
• Problem solve and manage queries from key HR Stakeholders, managers and employees
• Produce all absence metrics and absence costings on a monthly & quarterly basis & create all statistical requirements for WMI Board reports
• Involvement in project teams as assigned by the HR Services Management team
• Take ownership of the creation, implementation, training, improvement and maintenance of HR Reporting procedures/checklists to ensure all required tasks are documented
• Support the training needs, coaching and mentoring of colleagues and the business ensuring the appropriate technical skills and expertise is developed as and when required
• Manage accuracy and execution of changes required to HR Services pages on HR Systems
• Support other areas of HR Services such as HR Officers and Administrators at peak times of the year for activities such as restructures, absence management, System maintenance, Enhancements, compensation processes, and scanning

Related to Management Reporting Resume Samples

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The Internet Is Making Hilarious Comparisons Between Tim Walz And J.D. Vance, And I Can't Stop Laughing

"Tim Walz is the guy that brings donuts to work. J.D. Vance is the guy that eats the last one and leaves the empty box on the counter."

BuzzFeed Staff

As someone who's deeply invested in the upcoming election, I spend quite a bit of my time on Reddit reading the comments on political posts. Well, in the r/inthenews subreddit, a recent post about our vice-presidential running mates had me cracking up.

In the comments, Reddit user u/TDiddy2021 wrote, "My wife just sent me a meme proclaiming, ' Tim Walz is the guy who asks if you need help with a creepy dude at the bar. J.D. Vance is the creepy dude at the bar.'"

And that kicked off a ton of responses in a similar meme format! So here are all the best ones:

1. "tim walz is the guy who will mow your lawn when you break your leg. j.d. vance is the guy who reports your overgrown lawn to the hoa.".

— u/starreelynn

2. "Tim Walz is the neighbor who helps your little sister study for her geography test. J.D. Vance is the neighbor who says your little sister will be hot in a few years."

— u/Mr-and-Mrs

3. "Tim Walz is the guy who puts menstrual products in school restrooms. J.D. Vance is the guy who points and laughs at girls with stains."

— u/Deedle-Dee-Dee

4. "Tim Walz is the guy that brings donuts to work. J.D. Vance is the guy that eats the last one and leaves the empty box on the counter."

— u/MadEyeMood989

5. "Tim Walz is the guy that pulls over on the highway and changes your flat tire. J.D. Vance is the guy that drives into the rain puddle, splashing you while you’re changing your tire on the side of the road."

— u/nibbles200

6. "Tim Walz is the guy who tells a funny joke at a party. J.D. Vance is the guy who opens your medicine cabinet."

— u/scrunchie_one

7. "Tim Walz is the guy who leaves a good tip and says thanks. J.D. Vance is the guy who screams at the waitress."

— u/Mmm_lemon_cakes

8. "Tim Walz is the guy who thinks 10-year-olds should get school lunches. J.D. Vance is the guy who thinks 10-year-olds have to carry a baby to term."

— u/isle_say

9. "Tim Walz is the guy who buys the office lunch on Friday. J.D. Vance is the guy who microwaves fish in the break room."

10. "tim walz is the guy who smiles to himself when he hears the neighborhood children laughing and playing outside on a summer day. j.d. vance is the guy who calls the police about a loud noise complaint.".

— u/BlueDragonfly18

11. "Tim Walz is the guy who will play Pokémon games with his kid. J.D. Vance will yell at his kid to shut up about Pokémon games."

— u/Pragmatism101

12. "Tim Walz is the guy who brings over some tools to help you fix a problem. J.D. Vance is the neighbor who borrows your tools and never returns them."

— u/Roctapus42

13. "Tim Walz is the guy that helps you fix your car. J.D. Vance is the guy who tells you that you can’t park there when it breaks down."

— u/Ser_Daynes_Dawn

14. "Tim Walz is the type of guy you would ask to walk you home after a late class. J.D. Vance is the reason you need to ask Tim Walz to walk you home after a late class."

— u/GipsyDanger45

15. "Tim Walz is a dad. J.D. Vance is a father."

— u/Kirsten137

16. "Tim Walz is the guy who will lend you $20 and never think about it again. J.D. Vance is the guy that will lend you $20 and then charge hourly interest compounded, increased for inflation, and then sue you for $1,000 in small claims court."

— u/perljurnwern

17. "Tim Walz is the guy who will make sure everyone has a voice at the town meeting. J.D. Vance is the guy who will call others stupid for asking questions."

18. "tim walz moves over so you can merge safely. j.d. vance matches your speed, forcing you to stop on the on-ramp.".

— u/Total-Bumblebee-9294

19. And finally, "Tim Walz is the guy who'll help you carry your furniture when you're moving houses. J.D. Vance is the guy who'll put the furniture down and get freaky with it."

— u/Cr1m50nSh4d0w

Can you think of any other Walz/Vance comparisons? Sound off in the comments below!

Note: Some responses were edited for clarity.

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• Books & Press
• Proceedings
• Naval History

Suggestions

Trending topics, report to congress on u.s. navy force structure, shipbuilding.

The following is the Aug. 6, 2024, Congressional Research Service report, Navy Force Structure and Shipbuilding Plans: Background and Issues for Congress.

From the report

The current and future size and composition of the Navy, the annual rate of Navy ship procurement, the prospective affordability of the Navy’s shipbuilding plans, the capacity of the U.S. shipbuilding industry to execute the Navy’s shipbuilding plans, and Navy proposals for retiring existing ships have been oversight matters for the congressional defense committees for many years. Congressional focus on these matters has been heightened over the past decade by the increasing size and capabilities of China’s navy, and by the capacity of China’s shipbuilding industry compared with the capacity of the U.S. shipbuilding industry.

The Navy fell below 300 battle force ships (the types of ships that count toward the quoted size of the Navy) in August 2003 and has generally remained between 270 and 300 battle force ships since then. As of May 28, 2024, the Navy included 296 battle force ships.

In December 2016, the Navy released a force-structure goal that called for achieving and maintaining a fleet of 355 ships of certain types and numbers. The 355-ship goal was made U.S. policy by Section 1025 of the FY2018 National Defense Authorization Act (H.R. 2810/P.L. 115-91 of December 12, 2017). The 355-ship goal predated the Trump and Biden Administrations’ national defense strategies and did not reflect the new, more distributed fleet architecture (i.e., new mix of ships) that the Navy wants to shift toward in coming years.

In June 2023, the Navy sent its preferred new force-level goal to the congressional defense committees. In March 2024, as part of its FY2025 30-year (FY2025-FY2054) shipbuilding plan, the Navy released the details of this new goal, which calls for achieving and maintaining a fleet of 381 manned ships of certain types and numbers, plus 134 large unmanned surface and underwater vehicles. The Biden Administration to date has not explicitly endorsed, as an Administration objective and funding priority, either the 381-ship goal, the earlier 355-ship goal, or any other force-structure goal for the Navy.

The Navy’s proposed FY2025 budget requests $32.4 billion in shipbuilding funding for, among other things, the procurement of six new ships—a figure that is one less than the seven ships that the Navy’s FY2024 budget submission had projected for FY2025, and less than the long-term average of 10 or 11 new manned ships per year that would be need to be achieved over a period of about 35 years to achieve and maintain a fleet of about 355 or 381 manned ships.

The Navy projects that 10 new ships will be delivered to the fleet in FY2025. The Navy’s FY2025 budget proposes retiring 19 existing ships in FY2025, including 10 ships that would be retired before reaching the ends of their expected service lives. As a result, the Navy projects that, under the Navy’s proposed FY2025 budget, the total number of ships in the Navy would decline by a net 9 ships during FY2025, from 296 ships at the start of FY2025 to 287 ships at the end of FY2025. The Navy’s budget submission projects that during the period FY2025-FY2029 (i.e., the years of the FY2025 Future Years Defense Plan [FYDP]), the Navy would include 287, 283, 280, 286, and 291 ships, respectively. Under the Navy’s FY2025 30-year (FY2025-FY2054) shipbuilding plan, the fleet would grow to more than 300 ships in FY2032 and reach a total of more than 381 ships in FY2042.

Oversight issues for Congress for FY2025 include whether to amend U.S. law to make the Navy’s preferred new 381-ship goal U.S. policy; the Biden Administration’s position on a force-level goal for the Navy; significant projected delays in deliveries of several types of Navy ships; industrial base capacity constraints for building Navy ships; inflation in Navy shipbuilding costs; the Navy’s request to procure one Virginia-class submarine rather than two in FY2025; the Navy’s proposal for retiring 19 ships in FY2025; and the estimated procurement costs of certain ships included in the Navy’s FY2025 five-year (FY2025-FY2029) shipbuilding plan.

Download the document here .

U.S. Naval Institute Staff

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Macy's is opening a store format in Crocker Park. Allison Carey, The Plain Dealer

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WESTLAKE, Ohio -- Macy’s is revamping its store format and it will change the way customers shop at its new Crocker Park location opening later this month.

The new store, much smaller than a typical Macy’s, is part of a slew of small-format stores the department store is opening across the country. Macy’s announced in October that it would expand its small-format store strategy and open up to 30 new stores through 2025. The company said these new stores are roughly 1/5 the size of a traditional Macy’s.

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• Business tax
• Employer Bulletin: August 2024
• HM Revenue & Customs

August 2024 issue of the Employer Bulletin

Published 14 August 2024

© Crown copyright 2024

This publication is licensed under the terms of the Open Government Licence v3.0 except where otherwise stated. To view this licence, visit nationalarchives.gov.uk/doc/open-government-licence/version/3 or write to the Information Policy Team, The National Archives, Kew, London TW9 4DU, or email: [email protected] .

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This publication is available at https://www.gov.uk/government/publications/employer-bulletin-august-2024/august-2024-issue-of-the-employer-bulletin

Introduction

In this month’s edition of the Employer Bulletin there are important updates and information on:

• employer liabilities and payments viewer — ‘Earlier Year Update’ becomes ‘end of tax year adjustment’
• electronic payment deadline falls on a weekend
• student and postgraduate loans

P11D and P11D(b) for tax year 2023 to 2024

• tax calculation repayments for PAYE customers

Tax updates and changes to guidance

• supporting employees with changes to the High Income Child Benefit Charge
• expanding the cash basis
• basis period reform — reporting on a tax year basis

General information and customer support

• pensions for seasonal temporary staff
• employer registrations — check when you can expect a reply from HMRC
• getting your new employees on the right pay
• HTML format of the Employer Bulletin
• getting more information and sending feedback

HMRC’s support for customers who need extra help

HMRC’s principles of support for customers who need extra help set out our commitment to support customers according to their needs and underpin the HMRC Charter.

Find out how to get help and the extra support available .

Employer liabilities and payments viewer — ‘Earlier Year Update’ becomes ‘end of tax year adjustment’

Feedback has been received that Employer liabilities and payments viewer is still using the label ‘Earlier Year Update’ ( EYU ) for adjustments to previous tax years when this ceased to be a valid submission type for tax years from 2020 to 2021. Therefore:

• year ended 5 April 2019 — EYU or Full Payment Submission ( FPS ) will be accepted
• year ended 5 April 2020 — EYU or FPS will be accepted
• year ended 5 April 2021 and later years — adjustment to be made by submission of FPS only

When looking in the online account, you will now see new terminology where end of tax year adjustments have been made for 2020 to 2021 or later years. If you are reviewing 2019 to 2020 or earlier years, you will continue to see ‘Earlier Year Update’.

Electronic payment deadline falls on a weekend

In September 2024 the electronic payment deadline falls on Sunday 22 September 2024. To make sure your payment for the month reaches us on time, you need to have funds cleared into HMRC’s account by 20 September 2024, unless you are able to arrange a Faster Payment.

It is your responsibility to make sure your payments are made on time and if your payment is late, you may be charged a penalty.

Check your bank or building society’s single transaction daily value limits and cut-off times well in advance of making your payment. Make sure you know when to initiate your payment, so it reaches HMRC on time.

For more information visit Pay employers’ PAYE .

Student and postgraduate loans

If you receive a student loan or postgraduate loan start notice (SL1/PGL1) or both from HMRC for your employee, it is important that you check and use the correct:

• loan or plan type on the start notice
• start date shown on the notice

This makes sure that the employee does not pay any more or less than they have to.

If the employee’s earnings are:

• below the respective student loan and postgraduate loan thresholds, you should update the employee’s payroll record to show they have a student loan and or postgraduate loan and file the start notice — you do not need to return this to HMRC
• above the respective student loan and postgraduate loan thresholds, and deductions have not been taken, HMRC will send a generic notification service prompt as a reminder — if deductions still have not started, we may contact you directly

Deductions should continue until HMRC tells you to stop.

If you have not received a start notice from HMRC, but your employee tells you they have a student loan, ask them which plan or loan type they have.  If your employee is unsure about the correct plan or loan type they should be repaying, they can check by logging to their student loan online account . 

You should update your payroll software to start deducting and check all future start notices you receive from HMRC to make sure your employee is paying the correct amount.

For more information, read starting student loan and postgraduate loan deductions — checking plan and loan type guidance .

P11D and P11D(b) filing and payment deadlines

The deadline for informing us online about any Class 1A National Insurance contributions ( NICs ) that you owe for the tax year ending 5 April 2024 was on 6 July 2024. If you have still not done this, you need to submit without delay to avoid any further penalties which may be issued.

Any Class 1A National Insurance you owe must have been paid by 22 July 2024.

How to submit P11D and P11D(b)

You must submit your P11D and P11D(b) online. You can use the following quick and easy online methods:

• commercial payroll software
• HMRCs PAYE Online service

You must submit all your P11D and P11D(b) together in one online submission.

What to file 

If you paid any benefits and or non-exempt expenses, or if you payrolled any benefits, you need to file a P11D(b). Include the total benefits liable to Class 1A NICs even if you taxed some or all of them through your employees’ pay.

The P11D(b) is used to report any employer’s Class 1A National Insurance contribution liability.  

You need to submit a P11D for each employee in receipt of benefits and or non-exempt expenses unless you registered with us online before 6 April 2023. If you did not register online but then went on to tax some or all benefits through your payroll, you still must submit a P11D online for all benefits that were not payrolled.

It is important that you complete your P11Ds correctly first time. If you make a mistake, you will need to complete an online P11D amendment form to alter the incorrect submissions. Further information can be found at expenses and benefits for employers .

There are a number of live webinars available covering submitting your P11D and P11D(b) . Further guidance on how to complete a P11D and P11D(b) is available.  

If you have not already registered online to payroll your company benefits , you may wish to do so now ahead of the 2025 to 2026 tax year. If you are able to payroll all your benefits, you will no longer need to send any P11Ds. HMRC no longer accepts informal payrolling of benefits.

Nothing to declare

You only need to tell us that you do not need to make a return if we sent you an electronic notice to file a P11D(b) or a reminder to file a P11D(b) letter. You can declare a no return of Class 1A National Insurance contributions.

Common mistakes when completing a P11D or P11D(b)

Some common mistakes to watch out for are:  

• do not put ‘6 April 2023’ in the start date and or ‘5 April 2024’ in the end date for your company cars, unless they are genuinely the dates your employee received or returned a company car
• your submissions of P11D and P11D(b) must be done all together, you are unable to submit over several days — only submit once you have completed all P11Ds and your P11D(b)
• when reporting a fully electric car, make sure you have included the approved CO2 emissions figure when reporting a hybrid car with an approved CO2 emissions figure between 1 and 50g/km, make sure you have included the approved zero emissions mileage
• only send one P11D(b) for each scheme, showing the total amount due — do not send a separate one for employees and directors, as we treat each separate P11D(b) as an amendment to any we have previously received
• check P11D(b) to see if you need to use the ‘adjustments’ section

Company Car tax Calculator

A new version of the Company Car Tax Calculator is available. For any car changes that an employee has within the tax year, a P46 Car form must be submitted.

Tax calculation repayments for PAYE customers

HMRC is changing the way it repays the majority of its PAYE ( Pay As You Earn ) customers who are eligible for BACS refunds and can claim their repayment online.

Previously, any employees who received a tax calculation letter and did not claim the repayment online would automatically receive a cheque after 21 days. From 31 May 2024 cheques are no longer issued automatically. Customers will need to take an action to receive their repayment.

Customers can claim their repayments at Tax overpayments and underpayments . They will be able to request a cheque through this process if preferred. Instructions on how to claim are in their tax calculation letter. This includes alternative routes for customers who cannot claim their repayment online.

Supporting employees with changes to the High Income Child Benefit Charge

From 6 April 2024, the threshold for the High Income Child Benefit Charge increased to £60,000, with a taper up to £80,000.

If your employees, or their partners, have incomes between £60,000 and £80,000 it may be in their financial interest to claim Child Benefit. The tax charge is 1% of the Child Benefit award for every £200 of income between £60,000 and £80,000. If an employee’s income is over £80,000 the charge is the same as the Child Benefit they have received.

Your employees may now be interested in claiming Child Benefit or in restarting their payments if they have previously opted out. The easiest way for your employees to get Child Benefit is through the HMRC app or online. New claims are automatically backdated for 3 months, or to the child’s date of birth if later.

Paying the charge for previous tax years

Remind your employees that if they or their partner claimed Child Benefit and the higher earner had an individual income of over £50,000, they may have to pay the tax charge for 2023 to 2024. They can check the online calculator to find out more. If they need to pay the charge, they must register for Self Assessment .

Guidance on the High Income Child Benefit Charge is available.

Expanding the cash basis

From the 2024 to 2025 tax year, the cash basis will become the default way to calculate income and expenses for self-employed people and partnerships who are completing and submitting their Income Tax Self Assessment return.

If you wish to use traditional accruals accounting, or are excluded from using the cash basis, from 2024 to 2025 you will need to opt out of this when submitting your Self Assessment return by ticking the relevant box on the return to confirm you have used traditional accruals accounting. The first return for which this will be required is the 2024 to 2025 return, due by 31 January 2026.

These changes only apply to the cash basis for unincorporated trading income. No changes are being made to the cash basis for property businesses, or to how limited companies work out their profits. 

Cash basis definition

The cash basis is a method of accounting that self-employed people and partnerships can use to calculate trading profits for income tax purposes, as an alternative to traditional accruals accounting. 

The cash basis allows eligible businesses to account for business income and expenses when money is received or paid out. Traditional accruals accounting allows eligible business to account for business income and expenses on the date goods or services are invoiced.

This method reduces the complexity of keeping records, calculating profits, and reporting income to HMRC while still providing an appropriate measure of profits for many businesses.

As well as being the default method of calculating profits, other changes will be made to the cash basis for the 2024 to 2025 tax year onwards:

• the cash basis has been set as the default way of calculating taxable profit, with an opt-out available to use traditional accruals accounting
• the turnover limits of £150,000 and £300,000 have been removed, allowing eligible self-employed people and partnerships of any size to use the cash basis
• loss restrictions have been removed so that cash basis users will be able to set their losses off against other income
• interest restrictions have been removed, allowing cash basis businesses to deduct all their business interest
• people with more than one business are able to choose whether they use the cash basis or traditional accruals accounting for each business they have, rather than having to pick one method for all of their businesses

Further information is available on the cash basis changes from the 2024 to 2025 tax year .

Basis period reform — reporting on a tax year basis

From April 2024, if you are self-employed or in a trading partnership, you will have to report your profits on a tax year basis.

If you do not already do so, you will need to declare your profits from the end of the previous accounting period in 2022 to 2023, up to 5 April 2024. Any additional profit, after overlap relief, will be transitional profit. By default, this transition profit is spread equally over the next 5 years including 2023 to 2024.

 Accounting periods ending on 31 March will now be treated as equivalent to those ending on 5 April.

To help you calculate your overlap relief and transitional profits, watch a video about basis period reform.

Get help with basis period reform (moving to the new tax year basis) .

We have recently seen a major increase in requests to provide overlap relief figures and, at present, response times are not as quick as we would like, but we are now clearing the backlog. If you have applied and have not heard, do not contact us, as we expect to have cleared the current backlog in the coming weeks. Help us by only using  our online service to get your overlap relief figure if it is necessary, as it is not intended to be used to check a figure that you already hold.

We have also had some queries about how the Self Assessment return reflects the basis period changes for partnerships. Where such returns are made for a partnership, there are no changes to the partnership return (the SA800). This is because all adjustments for transitional profit and overlap relief are made on the individual partners’ returns.

We have also launched a full package of online interactive guidance showing how to work out your transition profit for these cases. Any figures entered into the interactive guidance do not form part of the return itself, it is there to guide completion of the boxes on the return.

Profits incurred in the 2023 to 2024 tax year can be reduced by any overlap relief which is entered on the 2023 to 2024 Self Assessment return.

Further guidance and support on basis period reform is available.

Pensions for seasonal temporary staff

If you are an employer taking on extra staff over the summer, you must check if these workers are eligible for automatic enrolment into a workplace pension. 

Employers must individually assess any seasonal or temporary staff every time they pay them. This includes staff with variable hours and pay, whether they are employed for a few days or longer.

Employers who fail to comply with their workplace pensions’ duties may receive a warning notice with a deadline to comply. Those who continue to fail to comply risk a fine.

If you have staff who you know will be working for you for less than three months, you can use postponement to delay assessing those employees. This pauses the duty to assess those staff until the end of the three-month postponement period.

Find out more about automatic enrolment and postponement and employing seasonal or temporary staff on The Pensions Regulator website.

Employer registrations — check when you can expect a reply from HMRC

Once you have registered as an employer with HMRC, it can take up to 30 working days to get your employer PAYE reference number. In many cases it will be quicker. You can check when you can expect a reply from HMRC for a rough estimate.

We will not be able to respond to any telephone queries unless more than 30 working days have passed since the application was made.

Getting your new employees on the right pay

We know how time consuming it can be when taking on new employees and gathering all the information that is needed to make sure they are paid correctly. To make this as quick and easy as possible, there are a few simple tips you can follow to avoid making mistakes during the onboarding process.

Gathering the correct personal information from your new employee. It is important you get the right name, date of birth and National Insurance number from your new employees and enter this in the correct format. Double checking these against official documents, such as their passport, helps to make sure the information is correct.

Finding the correct starter declaration code and tax code. If your new employee does not have a P45, use the online starter checklist to find the appropriate codes.

Using the correct tax code with starter declaration code C. When the starter checklist determines your employee should be on starter declaration code C, use tax code BR. If you are unable to complete the checklist and your employee has no P45, use tax code 0T with starter declaration code C.

More information on taking on new employees can be found in HMRC’s employer help cards .

Get your employees to download the HMRC app for support with their tax and pay.

HTML format of Employer Bulletin

Since September 2020, material published on GOV.UK or other public sector websites must meet accessibility standards . This is so they can be used by as many people as possible, including those with:

impaired vision

motor difficulties

cognitive impairments or learning disabilities

deafness or impaired hearing

There is now a contents page, with links, which is fully scrollable. Articles have been put into categories under a heading which is within the introduction to make it easier to find the updates and information you are interested in.

The HTML format does allow you (dependent upon your web browser):

• select the ‘Print this page’ button underneath the contents and print to your local printer
• select the ‘Print this page’ button and using the drop-down list on the printer select ‘print to PDF’, which allows you to save as PDF and file electronically
• on a mobile device you can select more options, then select options to be able to save as PDF

Getting more information and sending feedback

Make sure you are kept up to date with changes by signing up to receive our email alerts .

You can also follow us on X (Twitter) @HMRCgovuk .

Send your feedback about this Employer Bulletin or articles you may wish to see, by email to [email protected] .

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Read JD Vance's financial disclosure, which includes at least $4 million in total assets and $250,000 in bitcoin

• Sen. JD Vance of Ohio filed his required annual financial disclosure.
• Vance is required to file a separate report now that he is the GOP's vice-presidential nominee.
• Former President Donald Trump's report could be made public later this week.

Sen. JD Vance of Ohio provided a snapshot of his finances on Tuesday, showing his considerable worth after a best-selling book and a stint in venture capital.

The Republican vice-presidential nominee's legally required FEC form is far less cumbersome than his running mate's past disclosures. Former President Donald Trump's 2023 report totaled over 100 pages. Trump has filed for two extensions for his 2024 report; his deadline is later this week.

Vance's disclosure shows roughly the same assets he files on his separately required Senate financial report. Based on the low-end estimates, Vance and his wife, Usha Vance, hold at least roughly $4 million in assets. They also report having at least a $250,000 mortgage and at least a $500,000 line of credit with Charles Schwab.

Among their largest assets are at least $1 million in an Invesco index fund, multiple exchange-traded funds worth at least $500,000, and at least $250,000 worth of bitcoin. Vance also estimates his stake in his venture firm, Narya Capital, to be worth at least $500,000. Vance was a partner at Narya until December 2022, when he resigned following his election as a US senator.

Officials are required to report their assets and liabilities only in rough ranges, making exact estimates of their net worths challenging. Vance is also not required to estimate the value of his primary home. In July, Forbes estimated that Vance's net worth was roughly $10 million.

A spokesperson for Vance did not immediately respond to Business Insider's request for comment.

Read the form for yourself:

Watch: how billionaires swayed trump to choose jd vance as his vice president pick.

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Sales Reporting Analyst Resume Samples

The guide to resume tailoring.

Guide the recruiter to the conclusion that you are the best candidate for the sales 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.

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• Maintain, update and improve sales dashboards for management teams
• Prepare and provide necessary mutual fund and ETF sales reports to sales team and management
• Provide insights to sales leadership on high/mid/low performers, success drivers, and best practices
• Assist in system and project development
• Develop a detailed working knowledge of all team projects and priorities; serve as backup for any teammate
• Develop financial models and reporting metrics to analyze sales performance
• Participate in ongoing calls with sales reporting providers to stay current on improvements, modifications, issues, etc
• Assist with the development, management, and maintenance of sales tools
• Independence in development and support of complex models, trackers, and automated reports
• Check forecast update with main markets and communicate month to date sales evolution to Senior Management
• Prepare comments and documentation for Key Senior Management meetings and market visits
• Automate and document processes to simplify and streamline administrative tasks and work flow
• Proficiency in Microsoft Word, Access, and PowerPoint
• Assume other activities and responsibilities from time to time as directed by the Finance Director
• Create and execute weekly reports for the field sales reps detailing what products each account has ordered and shipped
• Work directly with the Business Planning Manager on various projects throughout the year
• Review delivery and build methods of all reports and utilize new technologies to continuously improve functionality and efficiencies
• Manage and update reporting product hierarchy for multiple categories
• Work with Marketplace Directors and field sales reps to review sales territory boundaries on a regular basis
• Develop and track allocations of all new product launches, and identify risk / opportunity at a macro level
• Ensure that all sales tools continuously evolve to reflect internal and external best practices
• Good analytical and quantitative skills, with the ability to work with large data while maintaining a high attention to detail
• Coachable and detail-oriented with the ability to work in a team
• Strong Excel and overall Microsoft Office skillsExcellent verbal and written communication skills
• Thorough knowledge of cross-browser compatibility, Web User Interface Design (UI), Security Principles, Object-Oriented Design
• Reliable and focused on delivering results
• Ability to take complex business logic and translate it into functional systems logic
• Demonstrated good customer service, interpersonal, and time management skills
• Excellent written and verbal communication skills in English
• Basic understanding of and experience reporting in Salesforce.com

15 Sales Reporting Analyst resume templates

Read our complete resume writing guides

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• Analyze highly complex business issues by incorporating company and industry knowledge, mathematical and technological expertise, and sound analytical processes
• Partner with WMS Reporting team on data acquisition to provide statistical analysis, modeling, and other quantitative techniques are often used to answer business questions, identify issues and/or recommend courses of action in the course of analysis
• Oversee the development and production of all key performance metric dashboards including: daily dashboard and sales reports, a weekly scorecard, the leading indicators report, and monthly business reviews
• Develop and manage our Accountability Strategy including conducting monthly/quarterly sales reviews, and business reviews with sr. leaders
• Manage relationships across the enterprise, including senior level leaders. Act as liaison among business leaders, staff and utility functions to gather information and share best practices, and to ensure initiatives are executed appropriately. Manage project partners across multiple business lines
• Assist in managing the WMS sales and marketing team budgets
• Develop and manage the compensation system and wholesaler rewards program
• Act as a subject matter expert for business area. Present results of analysis and/or recommendations to business managers, utility partners, and at time external parties. Communicate action plans and priorities to appropriate partners
• 5+ years’ experience in an operations and reporting function
• Strong analytical, quantitative and problem-solving skills and ability to use statistical analysis and modeling, with associated technology applications
• Strong relationship & communication skills in working with colleagues, as well as influencing customers on recommendations
• In-depth knowledge of business operations and processes with ability to articulate these processes to others
• Ability to influence across the organization and to senior leaders

Sales Reporting Analyst Resume Examples & Samples

• 70% - Lead the department in establishing and maintain quality, reliable delivery of solutions to the customer with appropriate information, planning, process and execution across the department. Lead critical USS planning projects such as data restriction events and sales force reporting
• 20% - Coordination with Global Commercial Operations departments to implement field communications
• 10% - Serve on multi-disciplinary teams to integrate USS best practices
• Deliver management reporting, MLC sales dashboards and Monthly Sales Packs, including review of key performance metrics
• Deliver ad hoc sales reporting to support Retail Advised LT, Retail Advised Sales LT, BDMs, BDCs and BDAs
• Deliver sales reporting process improvements and documentation
• Provide ad hoc reporting as required
• Deliver and enhance activity reporting and analysis, including through the use of AKM activity date and Business Objects reporting tool to expand current activity reporting

Sales / Reporting Analyst Resume Examples & Samples

• Bachelor's Degree in Finance, Economics or Marketing
• 0-2 years of related experience
• Excellent interpersonal skills
• Demonstrated problem-solving abilities
• 3+ years of reporting experience preferably within sales focused preferably FMCG environment
• Advanced level of Excel including macros
• Experience in handling large volumes of external/3rd Party data
• Knowledge of a variety of BI reporting Tools
• Strong stakeholder engagement and relationship skills
• Ability to self-motivate and work towards agreed goals
• 40%: Day to day sales reporting operations: maintain quality, reliable delivery of sales reporting platforms and solutions to the customer with appropriate information, planning, process and execution across. Example activities include: vendor management, data quality checks, ad hoc reporting, sales reporting training, etc
• 30%: Project Management of sales reporting enhancements, upgrades, integrations and launches. Example activities include: business requirement gathering, vendor management, user acceptance testing, user training, change management etc
• 30%: Collaborate cross functionally with sales, commercial operations, information technology and various vendors to ensure successful operations and projects
• A Bachelor’s degree is required, concentration in business, economics or marketing, operations, systems or other analytical/business fields preferred
• Minimum number of 3+ years of experience in sales/marketing operations/analysis
• Experience with Pharmaceutical sub-national sales data, reporting and analytics
• Experience & expertise with sales reporting platforms
• Demonstrated ability to analyze, interpret and explain systems and data to enable business decisions
• Ability to multi task and prioritize
• Ability to run efficient and effective meetings
• Experience in vendor management
• Strong understanding for pharmaceutical data and related platforms
• Conduct thorough and ongoing data validation, data consolidation, data refinement, and data maintenance
• Develop advanced validation use cases
• Develop Excel macros to validate data sets
• Reconcile and refine data across different systems, e.g. Salesforce.com, financial and commissions systems, and Oracle
• Prepare and format data for advanced reporting and analytics
• Cross-reference data across reports from different systems
• Perform quality checks during all stages of job delivery
• Complete all deliverables in a timely manner, allowing sufficient time for quality checks, analytical and business context reviews, and associate revisions
• Work under time-sensitive deadlines
• Develop an understanding of Red Hat workflows and policies
• Work extended hours during quarter-end or year-end periods
• Bachelor's degree; equivalent degree at an accredited university or equivalent experience will also be considered
• 3+ years of industrial experience in data management
• Ability to understand and transform data to meet customers' needs and business context in a customer-friendly, quality-first manner
• Experience working with transactional reporting and CRMCRM systems is preferred
• Willingness to consistently work extended hours during periods of high demand, especially quarter and year-end; may include weekends
• Passion about choice in technology, open source, and Red Hat

International Sales Reporting Analyst Resume Examples & Samples

• Establish/maintain pricing for all new/existing/local sourced products to be recorded along business segments within proper lines/groups within the Oracle pricing database
• Coordinate with finance and I.T. so that sales history reports can be created and sales data is recorded correctly
• Prepare/maintain annual price lists for Export markets.Assist Affiliates with their annual pricing. Anticipate price increases and set the discount levels where appropriate. Remove products that are obsolete so our markets are working with current products. Set special buying group pricing for markets and establish reports accordingly
• Maintain/create territories for based on region allocation. Create/maintain structure for new countries in Oracle and STARS
• Provide access to all personnel for the STARS sales tool. Audit access to Oracle quarterly for all personnel
• Provide problem-solving support with all personnel regarding Oracle, STARS, and Cube databases
• Establish/maintain files for audit purposes
• 5 to 7 years of work experience in sales reporting

Associate Sales Reporting Analyst Resume Examples & Samples

• Strong arithmetic abilities and good grasp of mathematical operations
• Ability to drill-down and perform root-cause analysis
• Ambitious with an ability to cope with deadlines
• Demonstrate pro-active & analytical problem solving skills
• Effective team player to collaborate with cross functions
• Programming / scripting experience and knowledge of software development life cycle is preferred
• Pulls data from Oracle Sales Cloud in order to develop and maintain reports to track bookings and pipeline trending against predetermined goals
• Supports sales leaders in weekly forecasting activities and dashboard reporting
• Completes quarterly reporting on key metrics
• Maintains reference documents for accurate alignment of resource, practice and product across sales reporting
• Performs ad hoc reports and analysis as requested
• India-based with flexibility to overlap with US business hours
• Minimum of two (2) years of demonstrated success in a sales reporting analyst role
• Strong Financial and analytical experience
• Advanced Excel skills – vlookups, hlookups, pivots, etc
• Experience working with Oracle Sales Cloud or other CRM application to pull, manipulate and analyze data
• Follow-through skills necessary to get information from internal parties and have data errors/omissions corrected
• Relentless focus on accuracy and getting things done
• Supporting the development and production of monthly GCP JAPA Sales performance reporting. Key tasks include: Completing standard monthly data management processes, e.g., signing tracking change requests, headcount tracking, results communication, etc
• Ensuring report quality and consistency
• Ensure all signings comply with signings fundamentals principles
• Partnering with key stakeholders such as: Business planners, analysts, Offshore reporting team and SPS production support team
• Performing sales analysis spanning all markets and channels in the region. This includes creating PowerPoint presentations and providing insights and recommendations as required
• Supporting periodic deliverables such as: Modeling, reporting & analysis, Projects and initiatives (JAPA and International), Sales planning & forecasting and Individual level target setting
• Ensure compliance to American Express Information Security Standards
• Tertiary qualification preferred, Finance or Accounting ideal
• Advanced Excel and PowerPoint skills are required. SAS Enterprise Guide or other database knowledge is a plus
• Highly developed analytical and problem solving skills are essential
• Attention to detail and commitment to quality are crucial
• Provide maintenance to sales reporting tools and CRM
• Assist in maintaining current marketing pieces both in house and online libraries
• Assist in the Compliance approval process of marketing pieces
• Assist in the proper submission of ALPS Marketing pieces to outside firms for approval
• Maintaining and tracking a usage log of Marketing pieces to help determine cost/saving opportunities
• Bachelor’s degree in Finance, Accounting, Marketing or related field
• 3+ years of related financial services experience
• Advanced MS Office skills, with emphasis on MS Excel (Macros, V-Lookup, Pivot Tables, etc)
• Salesforce experience preferred
• Knowledge of mutual funds variable annuities and exchange traded products
• Effective written, listening and verbal communication skills

Senior Sales & Reporting Analyst Resume Examples & Samples

• Bachelor’s degree in finance, accounting or a related major
• 2-5 years’ experience with financial and operational analysis background
• Experience working collaboratively and in team environment with other departments
• Exceptional customer skill set required
• Ability to professionally manage multiple job functions simultaneously
• Ability to maintain reporting creation and distribution deadlines
• Highly proficient in Microsoft Excel, PowerPoint, financial modeling, Enterprise Data Warehouse and dash-boarding metrics, SQL knowledge is a plus
• Excellent time management and priority setting
• Resource management and complex problem solving experience
• Strong communication, analytical and interpersonal skills as well as experience in dealing with management and Senior Executives in a one on one or as a group approach
• Demonstrated ability to function competently in a high-profile role that requires constant attention to detail
• Highly motivated, detail-oriented, ability to multi-task in a fast paced environment, ability to work independently, to meet organizational objectives and deadlines, and to work in a team environment
• Ability to draw insights and actions from data; ability to develop volumetric and financial models that can accommodate multiple inputs from diverse data sources and be used for scenario planning and modeling

Institutional Sales & Reporting Analyst Resume Examples & Samples

• Minimum of 3 years’ experience within investment management industry
• Exceptional team player, with strong collaboration skills
• Problem solver with strong analytical skills
• Highly motivated and self-sufficient, with strong time management skills
• Series 7, Series 63 or CFA or progress towards CFA designation desirable, but not required
• Provide recommendations to the business by interpreting disparate data and translating ad hoc requirements/requests to consistently deliver relevant and impactful results
• Run, interpret, and share sales performance results with business partners throughout the organization; this may include standardized reports on a daily, weekly, and monthly basis from a variety of inputs using multiple output methods (Excel, Word, PPT, SalesForce, BIOD, BOXI, Tableau among others)
• Coach and model exemplary behavior for fellow team members; serve as management proxy; champion success of team members
• Model exemplary behavior for fellow team members
• Responsible for reporting accuracy and timeliness adhearance to deadlines, identifying flaws and errors in the data and any upstream data issues
• Maintain an enterprise-wide viewpoint; understand and improve the team’s ability to drive positive impact throughout the company as a whole
• Reporting will include standardized and custom reports on a daily, weekly, and monthly basis from a variety of inputs (SalesForce, PeopleSoft, NLP Admin among others) using multiple output methods (Excel, Word, PPT, SalesForce, BIOD, BOXI, Tableau and R among others)
• Project and stakeholder management
• Critical thinker; can determine the best way to measure and display performance metrics
• Ability to employ advanced knowledge of Microsoft Excel to create complex, high-level reporting models from concept to completion; Excel Macro/VBA writing & editing skills a strong plus
• Strong written and verbal communication skills; track record of presenting data-heavy information in clear and concise manner to all levels of the organization
• Comfortable with, and adaptive to, change
• Track record of making proactive and positive recommendations to business leaders on ways to improve data display and consumption
• Minimum three years analysis & reporting expierence
• Intermediate Tableau experience preferred
• Beginning to intermediate experience with statistical computing software such as R preferred
• Experience creating and delivering reporting analysis on tight deadlines
• Multiple examples of strong presentation skills including verbal presentation, PowerPoint creation and formal written documents
• History of continuous professional education and growth
• Salesforce.com knowledge a strong plus

Senior Sales Reporting Analyst Resume Examples & Samples

• Assist in the design, re-design, implementation, generation and validation of operational business reports to capture metrics
• Execute complex data analyses which require using extensive database management skills necessary to complete comprehensive executive summaries
• Manage ad-hoc requests and multiple projects simultaneously, while operating in a high tempo environment with ever changing priorities and tasks
• Provide meaningful recommendations in addition to value-added analysis resulting in support of making key business decisions. Must have the ability to drill down to root cause and present the findings to management
• Assess ongoing reporting needs through investigation, analysis and evaluation to management
• Develop expert knowledge of in house data sources, and become adept at quickly extracting and analyzing data from these sources. Work with multiple stakeholders (including IT and Sales) to improve reporting and tracking from our in-house systems
• Collect and analyze data from multiple databases: Enterprise Data Warehouse, Sales Force Automation, Salient Margin Minder as well as any other sources to evaluate current and historical trends
• Write multi-level queries employing all necessary quality control techniques ensuring data accuracy
• Create analytical tools designed to recommend effective revenue based business decisions. Prepare organizational profitability reports, sales presentations and statistical trend analysis supporting various departments
• Maintain various Professional Services SharePoint sites (e.g. Tableau, Power pivot, Home Market, On Premise, Distribution and Marketing)
• Test, document and train field operations and project leaders on Professional Services tools (Margin Minder, Tableau, Power pivot, Mindblazer, etc.)
• 2-5 years’ experience with financial and/ operational analysis background
• A proactive learner and self-starter, taking initiative in continuous improvement in all job-related aspects
• Experience in SAP HANA desired
• Highly proficient in Microsoft Excel, PowerPoint, financial modeling, Enterprise Data Warehouse and dash-boarding metrics
• SQL knowledge is a plus
• Strong interpersonal, analytical and communication skills, both written and oral
• Priority setting, Resource management and complex problem solving experience

Financial Sales Reporting Analyst Resume Examples & Samples

• Collect, analyze, evaluate and report data that provides actionable information on customer targets and gaps
• Demonstrates high standards by adhering to company policies and procedures relevant to role
• Reporting efficiencies
• Build, Develop, maintain and enhance Foodservice Sales Support reporting tools through all phases of development life cycle including analysis, design, functionality, testing and support
• Lead participant in data validation and testing as required
• Coordinate activity to ensure timely preparation and distribution of all reports
• Provide analytical support for Foodservice Sales Support operations projects
• Develop operations reporting training materials
• Work with management to ensure measures/reporting are consistent with current business needs
• Develop and maintain process integrity for Foodservice Sales performance, utilizing benchmark measures where applicable
• Develop, maintain and enhance Foodservice Sales Support Operations information database to capture key performance metrics and provide a web-based a solution for report retrieval and viewing
• Strong relational database programming skills (SQL Server (SSIS), TSQL, Oracle, Sybase, etc.)
• Ability to act as a Database Administrator
• Strong Web Development skills (SQL Server Reporting Services, HTML, VBScript, ASP, VB.NET, JavaScript, CSS)
• Demonstrated knowledge with Windows Servers 2003-2012, Server Operations, Server applications, etc. in both physical and virtual environments
• Proactively monitors DBMS & integrated applications for optimum performance and capacity constraints
• Familiarity with Exchange, Microsoft IIS, Active Directory Services, LDAP, iOS, Photoshop a plus

Channel Sales Reporting Analyst Resume Examples & Samples

• Drives multiple complex operational processes, such as configuration & quote, deal coordination, bid management, margin analysis, Customer Resource Management, revenue recognition, invoicing, or organizational sales reporting
• Acts as a project manager for moderately complex, small to medium projects
• Produces moderately to highly complex deliverables, analyses and reports using business applications, making recommendations and/or decisions on common issues
• Understands complex business issues and makes appropriate recommendations by applying intermediate subject matter expertise
• Provides guidance and leadership to entry level employees
• First level university degree or equivalent experience; may have advanced university degree
• Strong knowledge and skills with business applications (e.g., Excel and Compass)
• Ability to work as both a member and leader of a team
• Developed business acumen and understanding of accounting concepts
• Review and track partner leads throughout their lifecycle
• Ensure Opportunity Registration Forms, Legal Agreements and Master Alliance Agreements are approved and executed in a timely manner
• Maintain Market Development Fund Statements for each major Global Alliance Partner and provide regular updates to both the Partners and Internal Pegasystems Stakeholders
• Track Cash Compensation owed to Partners and take the necessary steps to arrange for the payments to be made
• Assist with managing the Partner Onboarding Process by maintaining the Partner Onboarding Tracker, initiating Master Alliance Agreement Contracts and updating the Master Partner Data File

Golf Senior Category Sales & Reporting Analyst Resume Examples & Samples

• Work with multiple functions within the organization to understand the needs of the business and develop reports and tools that provide visibility into opportunities and risks
• Track multiple monthly budgets; work with Marketplace Directors to allocate dollars at the channel / account and rep level to develop sales targets
• Perform various adhoc requests and data deep-dives as needed that support the sales organization
• At least 5 years' Nike or athletic product industry experience from Sales, Marketing, Finance, and/or Retail Management
• Understanding of reporting software Cognos or similar data warehouse
• Thorough understanding of Billings and Sales Packages within Cognos (or similar Shipment reporting systems), and supporting sales, retail and operations metrics
• Bachelor's Degree in Business, Marketing or equivalent, or additional 2 years relevant experience in lieu of a degree
• Knowledge of Golf industry and trends in the marketplace a plus
• Demonstrated success gathering information, generating options: then proposing and acting on a course of action
• Comfortable working in a fast-paced, results-oriented environment
• Proven ability to pull together diverse individuals with different goals and facilitate productive discussions
• Advanced experience in MS Office and complex reporting software, Tableau a plus
• Conducts the monthly and annual sales enrollment forecasting with Sales VPs, and other department leaders
• Supports continuous reporting innovation to assist in the achievement of sales goals and increase sales productivity. Responds to adhoc data requests such as market share and group presentation analytics
• Develops and maintains a process with Sales Leadership for timely access to standardized corporate reporting based on group size/region and create/maintain guidelines for internal and external deployment
• Generates sales reporting and business analysis to support reporting to the Board of Directors and Executive Staff
• Streamline and maintain content, format and usability of reporting generated from Business Development for corporate branding and consistency of market interpretation and messaging
• Synthesizes sales goals for reasonability and alignment with corporate goals and objectives to measure results and make recommendations for modification to sales strategies and outcomes
• Supports efficiency of both internal marketing incentives and broker compensation programs
• Works on custom reporting projects for VP and other department management
• Liaison to Health Informatics and other duties as assigned
• Bachelor’s degree with focus on analytics, MBA preferred
• 3 – 5 years progressive experience in an analytical role with a focus on Sales metrics, preferably in healthcare or insurance environment
• Comprehensive knowledge of the health insurance industry and products
• Advanced proficiency in SAS, SPSS and other analytical tools
• Advanced proficiency with PC applications for Microsoft office for word processing, spreadsheets, report structuring and other related applications
• Ability to work with senior sales leadership at the VP level
• Partner with field sales to form a working relationship with national accounts and serve as single point of contact to national account customers for all activities and issues related to Rebate payments
• Establish and maintain contact with national accounts to ensure timely receipt of information regarding store lists, new availabilities, delivery agent changes and store closings
• Align with Rebates payment schedule, proactively monitor and correct ownership, account, and volume data to ensure accurate and timely rebates payments
• Communicate with Trade Promotions team regarding volume and ownership accuracy and provide readiness assessment in advance of payment schedule
• Monitor Payment activity and assist with issues
• Respond to customer inquiries about payment timing and accuracy, including the Rebates Issue Tracker and direct inquiries from customers and Field Sales
• Perform reconciliation of volume and ownership used for payment against customer records, provide analysis and recommendations for corrections
• Attend Zone and Division meetings as necessary
• Attend national account sales calls when appropriate
• Participate in Ledger Reviews
• 4+ years’ experience in Finance or Accounting or Sales Support
• Proficiency in Microsoft Office (specifically advanced Excel skills) and SAP
• 3+ years’ experience in building and maintaining databases
• Expected to initiate, develop, and manage the process of continuous enhancements to our field sales reports. Maximize all data resources as a business management tool
• Support the design and implementation of new sales reports
• Manage validation process that executes a comprehensive quality management system to ensure all data and calculations are correct before reports are published in order to ensure excellence in quality management
• Responsible for distribution of weekly, monthly and quarterly reports to the field and internal management according to published schedules
• Responsible for investigating and answering questions pertaining to published sales reports and completing user acceptance testing prior to release of business solutions
• Development of communication for all sales reporting changes and enhancements
• Assist in the design, development and implementation of training the field on sales reports
• Able to manage multiple projects and timelines simultaneously as well as other duties assigned by management

Sales Reporting Analyst & Assistant to Sales Director Tom Ford Resume Examples & Samples

• Relational skills
• University degree in Business Administration (preferred)
• Fluent English, other languages a plus
• Provide analytical and operational support and consultation for global and regional sales and partner leadership teams
• Work closely with GPA team in Raleigh, NC to guide net-new analysis requirements and facilitate development of reporting and insights
• Engage in data-cleansing activities to ensure sales and finance data is consistent and accurate for management reporting; delegate these items to other team members
• Use data analysis and modeling skills to guide and develop investment plans, identify new opportunities, and create and manage key performance metrics
• Understand, promote, and implement financial concepts like matching expense, revenue recognition, expense accruals, etc
• Run, consolidate, and analyze weekly, monthly, and quarterly reports from Oracle, Salesforce, BusinessObjects, and Hyperion or Essbase
• Advocate for and streamline current reporting processes around partner tracking
• Design and manage sales and finance reports, analyses, forecasts, and dashboards
• Work closely with operations and business finance teams regionally and globally to guide and enable data-based decision-making
• Facilitate engagement and communication among internal stakeholders for GPA team's initiatives and operations
• Work with global, regional, and shared services operations teams to identify areas where we need tools and processes re-evaluated
• Refine and process monthly and quarterly analysis for stakeholders (QBRs, KPIs, etc.)
• Develop relationships with operational counterparts at our partners' headquarters, with internal regional counterparts, and with shared services team overseas
• Bachelor’s degree in business administration or a quantitative science field
• 7+ years of related professional experience
• Solid relationship management skills
• Experience with automation projects using Excel VBA Macros
• Extensive working experience with BusinessObjects (Webi)
• Willingness to work extended hours during periods of high demand like quarter or year end (may include weekends)
• Prior experience in programming, scripting, or writing database SQL code
• The following are considered a plus
• Experience with analytical tools like QlikView or Google Analytics
• Programing expertise using R or Python
• Experience working for or with a sales, business consulting, or marketing organization; internships will be considered
• Develop an understanding of Red Hat's workflows and deep understanding of our policies
• 7+ years of industry experience in data management
• Experience working with Salesforce.com, as well as transactional reporting and CRM systems is preferred

Sales & Reporting Analyst Resume Examples & Samples

• Challenge, assist and partner our Commercial team to ensure their activity is sustainable and aligned with the expectations of HQ
• Co-ordinate and develop, based on market insight, the monthly sales reporting pack to be delivered to the Executive committee and Senior Management team
• Develop, maintain and report from our financial planning management system to allow for appropriate steering of our sales activity
• Build and maintain effective working and influencing relationships throughout the business, and across the broader BMW Group
• Other ad-hoc reporting as required by the business
• Proven relevant management accounting experience, relevant qualifications (qualified accountant - or equivalent) and an exceptional level of commercial awareness and entrepreneurial spirit are vital
• Strong analytical skills: able to question complex information to identify cause and effect, then deliver attractive, progressive solutions to support business strategy
• Effective, proactive communicator and relationship builder with the ability to deliver commercial and operational messages and influence stakeholders drawn from a wide audience
• Passionate about what you do and about the delivery of outstanding customer service for both internal and external customers
• Able to work collaboratively as part of a team; flexible in approach and adaptable to changing situations
• Advanced level of Excel and PowerPoint
• Extract daily sales data from SAP and update charts on team room
• Control, aggregate and follow Sales reports to the Centre
• Prior Experience in Accounting / Finance
• SAP knowledge (Finance and Control)
• University Degree in Business Administration, Finance or Accounting
• Proficiency in English, French is a plus
• Solid Knowledge of business principles and best practices to ensure sustainability of business and drive continuous performance improvement
• Thorough knowledge of financial concepts and principles
• Strong expertise in Excel
• Proficiency in SAP Magnitude, SAP and Business Objects
• Executes and processes sales contracts
• Records and reports monthly sales results
• Facilitates the flow of information between accounting and sales
• Gathers information relevant to the approval of contract terms and pricing
• Updates and maintains an extensive record of data extracted from sales contracts
• Provide reporting on sales performance for commission calculations
• Corresponds with account executives and sales managers to resolve potential contract issues that may arise and help guide contracts through the fulfillment process
• Excellent problem solving, research and analytical skills; attention to detail and ability to exercise professional judgement when necessary
• Strong written and verbal communication skills; ability to interact with all levels of internal company contacts
• Proficiency of Microsoft Office & Excel is a must
• Ability to work independently and handle multiple projects simultaneously
• BA or BS degree in Business/Accounting or related field

Sales Reporting Analyst, Remote Resume Examples & Samples

• Design, maintain, and enhance sales forecast reporting and analytics
• Work closely with SVP and Sales leaders to provide clear and concise data to ensure account retention, upsell, and customer satisfaction
• Support the sales and renewal team leaders in territory management, account planning and target setting in Salesforce
• Respond to requests for information and answer any questions as it relates to sales process including forecasts and capabilities
• Work with marketing to ensure lead routing and any other top-of-funnel processes are effective and working as designed for new sales generation
• Monitors the accuracy and efficient distribution of sales reports and external intelligence essential to the sales organization. Recommends revisions to existing reports, or assists in the development of new reporting tools as needed
• 3+ years in a business analyst role or similar role
• Excellent planning, analytical, communication and computer skills required
• Strong PowerPoint, Excel, and Salesforce.com skills required
• Experience within the Education field a plus
• Ability to work independently and within a team to communicate with team members and management daily
• Ability to be a team player in a dynamic fast paced environmentRefer to a Friend
• Perform validations of the system-calculated audits and start values of new ADP Sales. As required, perform calculations and input adjustments into the database
• Investigate and resolve inquiries from the Sales Organization on the start/audit calculations and the impacts to their sales credit and compensation
• Assist with monthly sales close process
• Prepare analysis used for annual sales operating plan
• Maintain all supporting documentation used to generate start/audit calculations adhering to the Sarbanes Oxley control requirements
• Prepare forecast templates on a weekly basis for review
• Balance results between sales databases
• Pull data for US to complete monthly Sales compensation and conduct investigations as required
• Provide value added analysis and reporting on sales performance, sales compensation and sales trends on a weekly, monthly, and annual basis
• Provide recommendations based on sales analysis trends
• Improve current processes and identify opportunities for automation
• Proactively identify current and potential areas of policy improvement and articulate conclusions in a logical and factual manner

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