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0-5 years of experience
Assistant Vice President
- Analyzed, reviewed and disseminated annual, semi-annual and quarterly shareholder reports
- Responsible for review of regulatory filings.
- Received, reviewed, approved and incorporated comments into shareholder reports from internal and external parties.
- Prepared and coordinated Letter from the Chairman, Investment Commentaries and Fund Overviews to be included in shareholder reports.
- Acted as a liason between custodian, printers, lawyers and internal groups.
- Acted as a liason between Legg Mason and its affiliates in obtaining certifications of internal controls and procedures.
0-5 years of experience
- Predicted the enrollment behavior of 20,000+ admitted students with 85% accuracy, by developing a propensity model.
- Designed forecasting model for effective allocation of ~$50 million of financial aid to the admitted students.
- Reduced the report creation time by 90%, by automating 20+ fund allocation, budget monitoring, and loan reconciliation reports.
0-5 years of experience
- Prepared and analyzed consolidated financial statements for all entities
- Recorded general ledger transactions and monthly close journal entries
- Prepared financial analysis and reconciliations of Balance Sheet accounts
- Reconciled various GL accounts and schedules to ensure SOX requirements
- Supported Internal Control reviews and worked with auditors as required
- Managed Real Estate accounting and payments for over 150 locations
6-10 years of experience
Develops, builds and maintains all Tableau dashboards for the firm, including monthly collection numbers, production metrics tracking and account flow.
- Collaborates on improving on company's SQL database to aid in reporting and analysis for partners, managers and other staff.
- Firm's go-to for ad hoc reporting utilizing all available databases.
- Produces weekly and monthly forecasts which have been recognized by clients for consistency and accuracy.
- Streamlined company's document process to improve turnaround.
0-5 years of experience
- Analyzed incoming documentation to identify whether a new claim needed to be created or an existing claim needed to be updated for Excess Casualty and Direct & Facultative Property lines of business.
- Created weekly, monthly and quarterly reports to be distributed company-wide to all lines of Insurance and Reinsurance business.
- Designed and distributed new reports to accurately depict data when the existing standard reports did not contain the necessary and desired data fields.
0-5 years of experience
Hired during a period of rapid business development to apply ERP knowledge in support of a new system rollout and to develop/manage capital sales reports, parts sales reports, and capital unit warranty reports for this manufacturer and marketer of aesthetic treatment systems used by practitioners to perform non-invasive and minimally invasive laser procedures.
- Reconcile sales reports against the general ledger through analytical review of detailed spreadsheet data, with a focus on researching variances and documenting corrections to journal entries. Interact closely and collaboratively with the senior
- Develop PowerPoint presentations that reflect comparative analyses of warranty claims and unit-specific service repair
- Provide ad hoc reporting for the company's marketing department on unit-specific sales revenue to facilitate strategic
- Migrated data and performed regression testing to debug systems during deployment of the business intelligence (BI)
- Reduced the timeframe for the generation of data required to inform management decision making from three weeks to two days by streamlining and customizing reports utilizing BI tools and resources.
0-5 years of experience
- Managed and executed full report development life cycle: requirement gathering, design, build, test and deploy.
- Ensured integrity of HR databases, and provided HRIS systems support to HR Operations function
- Supported specific HR information functions including: Reporting and Data analysis, Web design, Compensation related projects and/or activities/initiatives.
- Developed and ensured periodical updates on HR Headcount, Attrition, Turnover, Termination, new hires, and EEO dashboards by leveraging tools like SAP HR, Excel, Power BI, Tableau, Crystal Reports, Visier Analytics, Adobe Analytics, Microstrategy and SharePoint
0-5 years of experience
Created, maintained, and improved systems for Claims and underwriting resources
- Migrated processes and data to scale-appropriate databases
- Created repository for code, documentation, and procedures associated with applications
- Provided canned or ad-hoc reports for claims, actuary, or underwriting users
0-5 years of experience
- Represented managerial reports: administered mapping procedures, unloaded data from SAP for reconciliation and forming PL on a monthly basis, calculated adjustments. Then consolidated and uploaded monthly operation report into SAP.
- Solely performed segment reporting for e-commerce and logistics departments and discussed accounting treatment for all changes and modifications in their business processes.
- Was in charge for unloading payroll data from SAP HR and breakdown compilation by business units for further use in preparation monthly business units report.
- Implemented all accounting procedures related to offshore companies such as accounting entries, month end closure activities, providing cash account turnover and balances to Treasury department for Cash Flow making purposes. Also reconciled intercompany loans and investments balances.
- During IT audit organised communications of IT department with PWC auditors and administered hole approval process to submit documentation in collaboration with internal audit department.
- Conducted calculation of adjustments for transformation of financial statements under IFRS such as offsetting adjustments, applying accrual accounting principles, apportionment and allocation of logistics costs on goods sold, calculation of translation reserve.
6-10 years of experience
- Performed accounting duties, cash activity, month end close and trade processing.
- Provided excellent customer service to 15 large companies on a daily basis.
- Maintained/processed all of their accounting and reporting needs.
- Balancing at month end.
- Phone communication with clients, internal and external.
0-5 years of experience
- Review financial reporting on flash, actuals, forecast and budget for 15 offices in North America region
- Analyze monthly results and interface with local office controllers and CFOs to explain variances and identify key business drivers
- Develop reports and analysis to support quarterly CFO review presentation; manage ad-hoc projects and present findings to facilitate executive-level financial decision making
- Perform as regional financial contact for reporting queries from worldwide HQ Provide financial reporting guidance to North America offices to ensure accounting accuracy
- Prepare monthly adjusting journal entries and reconcile balance sheet for HQ-controlled offices
0-5 years of experience
- Reported cardiac device and related product complaints to the FDA
- Interacted with medical staff and clinical reps. to clarify complaints
- Developed product knowledge of cardiac therapy devices
0-5 years of experience
Ensure that all reports and information/data is accurate
- Accurately filter and classify all service calls based on contract obligations
- Distribute of service reports as required per contract obligations
- Provide analysis of statistical data and provide information to the customer and Diebold management, to help address areas of concern
- Actively work with and support account team to provide weekly analysis and measurement reports on terminal availability and service level agreement (SLA) target information
- Assist and support business process improvements
- Assist in mapping process
- Regularly meetings with both Diebold internal users, managers and customers to better create trends and make recommendations based off analytical findings
0-5 years of experience
- Composes monthly reinsurance reports for management and client companies.
- Reconciles and quality assures data accuracy for yearly 1099-LTC and 1099-MISC IRS reporting.
- Prepares premium and retaliatory tax for state filings.
- Researches stale dated checks for escheatment.
- Supports CFO with special projects and workflow process improvements.
0-5 years of experience
- Input and maintain all course data in software
- Maintain all government CIP codes and reports
- Run quarterly State Reports CBM00A & CBM00C, Fact reports and Monthly Statistics report for CEWD Dean.
- Respond to phone calls, email or walk-ins requesting course information and registration
- Prepare Quarterly course schedules for the Marketing department
0-5 years of experience
- Analyzed account data to accurately determine reporting data to be forwarded to the Credit Reporting Agencies (CRA)
- Analyzed account data and documentation to be reviewed for Fraud
- Monthly Compliance Inline review within Credit Bureau Reporting Department. Reviewed processes to verify accuracies
- Knowledge of Metro 2, SharePoint, Shaw
- Resolve disputes in an expeditious, cost effective and appropriate manner
- Utilize customer service skills and knowledge of credit reporting process to ensure customers' complaints are resolved correctly and in a timely manner.
- Show attention to detail and the ability to read and interpret account documentation
- Communicate utilizing Microsoft Outlook and Face to Face contact
- Comply with company Policy and Procedures, State and Federal laws
- Performed additional review tasks as assigned
0-5 years of experience
- Online sales verification for over 20 box offices around the US.
- Daily follow ups with all box offices to ensure sales are reported, and finalizing settlements thereafter.
- Sales reporting into EIS business operations.
- Managing accounts payable and paying outstanding invoices on time.
- Oversee and deliver daily financial reports to all stakeholders.
0-5 years of experience
- Participate in the preparation of financial statements for various clients in accordance with the regulatory calendar.
- Maintain good working relationships with clients, audit firms, vendors, and internal clients.
- Support automation of various functions performed by the Administration Department.
- Ensure compliance with departmental policies and procedures.
- Schedule/Facilitate kick-off meetings for each client prior to financial period end.
- Provide support in the completion of the annual prospectus update for various clients in accordance with the regulatory calendar.
0-5 years of experience
- Answer to client's processing, accounting, and reporting questions, either directly or through research with other functional areas.
- Processing and support of financial statements for daily and monthly valued clients to ensure complete, accurate, and timely valuation.
- Reviewing accruals of funds and ensuring that they are accruing properly
- Daily ad hoc responsibilities in regards to mitigating risk exposure.
- Monitor daily workflow and special activity, leading to accurate daily NAVs.
- Process client's cash movements and trade activity in accordance with agreement between bank and client
0-5 years of experience
- Provides education, training and mentoring for [company name] (RHS) quality team and appropriate stakeholders on the use of the quality reporting tools and regulations.
- Assess regulatory requirements and changes from Centers for Medicare and Medicaid Services (CMS), Office of the National Coordinator (ONC) and The Joint Commission (TJC) in a proactive manner and determine if software changes are needed or required.
- Work with Information Systems (IS) team in planning changes to product design to comply with the new regulatory requirements for Electronic Quality Measures (eCQMs) and/or quality reporting requirements.
- Serves as database System Administrator (SA) for specified performance measurement and reporting systems to include but not limited to Premier, Siemens SQM, and QNET exchange.
- Creates and maintains project documentation relevant to quality reporting and regulatory requirements.
- Ensures continuous compliance with quality-related regulatory reporting requirements, including publicly reported measures.
- Serves as the Training Readiness Lead (TRL) for iCare/Epic implementation.
0-5 years of experience
- Authorize the disbursement of appropriated monies in fulfillment of contractual obligations.
- Interpret enacted legislation to ensure the proper establishment and use of agency funds.
- Supervise other accounting staff in the recording of fiscal year-end adjustments.
- Assist with the agency’s annual GAAP packets for approximately 60 funds.
0-5 years of experience
- Acts as an internal consultant to provide analytical insights into complex data such as historical call trends and sale patterns for business users throughout the organization to maximize efficiency and productivity.
- Designated Subject Matter Expert (SME) of operational software systems including ACT, Excel, and Shoretel.
- Develops intuitive and easy-to-use ad-hoc, weekly, and quarterly reports for external cclients and senior level management.
0-5 years of experience
- Develop reports for the [company name]executive team regarding KPI metrics, events, sales, trends, etc.
- Work closely to monitor customer service agents to ensure the provision of exceptional service to our members.
- Work on projects appointed from Nordstrom relating to E-Commerce.
- Ad hoc reporting for Management based on events, agents, trends, etc.
- Development and implementation of programs, systems, processes.
0-5 years of experience
- Manage $350,000 grant
- Provide direct services to participants
- Collect data to assist with grant writing
- Create lists of weekly documentation needs and share with coworkers
- Assist with marketing for mentoring program
- Pull monthly statistical data and summarized narratives and compile for monthly reports
- Maintain electronic and hard copy filing system
0-5 years of experience
- Build excel workbooks to report large sets of data using v-lookups, pivot tables, sumifs, & sumproduct formulas.
- Incorporate variance checks among workbooks to double check work.
- Develop excel models to present clear information on hedge funds performance.
- Draft complete, accurate, and timely financial statements for daily and monthly clients.
- Communicate with clients and internal teams on reports.
- Prepare and analyze U.S. GAAP financial statements.
- Conduct and assist in quality reviews of assisting with errors ensuring accuracy.
10+ years of experience
- Provide medical and dental benefit information to providers for the Langdale employees and dependents.
- Prepare, analyze and distribute the monthly reports of which saves the company $12,000 annually.
- Primary contact for reinsurance carrier, identify and notify carrier of large claims.
- File excess claims with reinsurance carrier.
- Process semi-monthly and monthly payments to Accounts Payable vendors.
- Process medical and dental claims for payment to providers. Proficient in medical and dental coding.
- Primary contact with Pharmacy Benefits Manager; managed pharmacy related issues.
- Coordinated conversion to a new PBM in 2013 and 2016.
- Prepared data analytics for reinsurance renewal and auditors.
- Prepare year end fiscal reports for management.
10+ years of experience
- Research and resolve sale reporting discrepancies between the client and Government Investors to reduce our losses
- Maintain the daily tracking database for client discrepancies
- Liaison to FHLMC and FNMA for re-reports and/or deletions
- Instrumental in successful transition to Wells Fargo client VA default sale reporting
- Review and report daily VA loan sales
- Adhere to strict government guidelines regarding sale reporting
- Meet and exceed departmental quality and production standards
- Communicate effectively with attorneys regarding foreclosure sale results
6-10 years of experience
- Ensures timely, accurate and quality reporting of operational metrics and business data, as assigned.
- Work closely with the call center business leaders to develop weekly/monthly/year-end reports (detailing qualitative and quantitative analysis) for the various business initiatives.
- This position serves as a backup for designated analyst functions by understanding business systems and developing query reports.
0-5 years of experience
- Worked as part of a team to provide accurate and timely performance reporting to branches across the country
- Ensured the quality of performance reports through maintenance and adjustment
- Handled specialized reporting questions from Financial Advisors
- Provided phone support for branches
- Assisted in the maintenance of a newly unrolled trading platform
- Assisted First Cumberland development team in analyzing acquisition rehabilitation for Section 42 LIHTC program
- Worked on providing qualified contracts under Section 42 program to THDA
- Performed analysis for real estate tax appeals for existing properties/Created spreadsheets calculating financial feasibility of development projects
- Filed Low Income Housing Tax Credit Applications for developments in the middle Tennessee area
0-5 years of experience
- Manage Accounts Receivable portfolio of accounts while consistently meeting goals and KPI's.
- Perform credit investigation/analysis on most new customers and on existing customers with problems or need for additional credit limits.
- Perform additional investigation and implements decision-making skills for establishing accounts outside the normal scope of creditworthiness.
- Protect company assets by investigating financial status of customers and potential customers.
- Engage customer's accounts payable organization to gain successful collection of accounts receivable or identify issues beyond its scope.
- Engage internal company departments to resolve customer issues or deal with the inability to pay invoices.
- Handle incoming phone calls from customers to educate, answer questions and/or independently resolve
- Respond to customer disputes (ACDV's) via E-Oscar and process AUD updates to Credit Bureaus.
0-5 years of experience
- Independently enter and process automobile, homeowner and worker' compensation losses via telephone or fax from insureds and claimants
- Set up immediate emergency assistance
- Provide rental authorization
- Meet all production and quality standards for this level
- Serve as contact for glass network and agents to verify coverage
- Contact insured, claimants and/or agents when incomplete loss information is received to ensure that all claims referred to any branch office meet the minimal department standards
- Data entry experience with a minimum of 25 WPM
- Ability to communicate clearly and professionally, both verbally and in writing in order to effectively resolve difficult calls and handle customer inquiries.
- Proficiency with computers in order to access information from various programs such as SharePoint, Microsoft Outlook, PowerPoint, Excel
0-5 years of experience
- Critically assess post-market medical device complaints for global regulatory reporting requirements
- Prepare adverse event reports for global regulatory authorities
- Effectively communicate daily with other Cook companies globally, including communication with ESL colleagues
- Create written responses to inquiries from global regulatory authorities
- Coordinate and execute global and domestic product recall activities between distributors and customers
- Partner with product management, sales, and engineering departments to identify, understand, and monitor trends
- Multi-departmental point of contact to ensure Cook compliance with global regulatory reporting requirements
- Revised existing internal documents and processes to comply with current company standards
0-5 years of experience
- Develop, maintain and analyze Databases and reports for Finance, Membership, Billing and Claims Depts.
- Operations System Implementation- Core team member for a claims-based system (MetaVance) by assisting in the configuration and developmental process and training staff members
- Testing and troubleshooting scenarios throughout the subsystems for errors or adjustments needed before and after the system was operational.
6-10 years of experience
- Report student education completions to state agencies
- Gather monthly reporting numbers for Gemba/MDI Board statistics
- Liaison between Regulatory Filing & Reporting and Student Support, as well as other internal departments
- Resolving student issues in a timely manner
- Audit internal processes, including JY Monk, Minnesota Department of Commerce, and standard operating procedures
- Grading print proctored exams upon receipt
- Generate course completion certificates upon successful completion(s) of course(s)
- Up-to-date knowledge of Regulatory changes
- Check requests for third party services
- Course submissions for mortgage courses-both prelicensing and continuing education
0-5 years of experience
- Daily tracking of all incoming marketing campaign launches that filter through the firms Message Studio/StrongMail system.
- Responsible for the daily production and delivery of Strong Mail reporting. The reports provide the open, close, and click rates as well as the failure and delivered percentages of the external marketing campaign. These analytics provide imperative insight to measure the impact of the firms print and digital marketing campaigns.
- Generate all of the monthly/quarterly marketing services metric reports; using business objects, pivot tables, and visualization software to present component volume data and variances in volume production to each enterprise publishing distribution unit.
- Create weekly time tracking reporting which measures billable and non-billable hours entered into the AXIS time tracking system, Analysis helps management to properly align resource and adjust budget expenses as needed.
