Financial Reporting Specialist Resume Samples

A Financial Reporting Specialist is tasked with the duty of performing audits on all financial statements and balance sheets for legal entities. A well-drafted Financial Reporting Specialist Resume mentions the following core duties and responsibilities – coordinating with various departments, monitoring annual and quarterly deliverables, preparing and managing monthly reports, preparing and maintaining report templates, reviewing and analyzing financial reports, collaborating with senior management, and providing an update in financial reports, administering production and distribution on internal financial reports, participating in compilation of quarterly and yearly footnotes, and ensuring compliance with internal controls.

The nature of the job demands the following skills and abilities – strong financial background, excellent project management skills, knowledge of MS Office, proven experience of analyzing and presenting complex financial information, strong commercial focus, proven report writing and presentation skills, the ability to develop insightful high-quality analysis; and multitasking skills. It is ideal for applicants to have at least a degree in Accounting or finance while applying for this role.

 

Financial Reporting Specialist Resume example

Financial Reporting Specialist Resume

Objective : Financial Reporting Specialist with a diverse background and over a decade of experience working in financial reporting and analysis for multi-billion dollar organizations. Possesses a unique blend of experience leading a broad range of operational and support functions in fast-paced environments. Continually promoted to positions of increasing responsibility with a proven track record of superior performance, quality improvement, and consistent accuracy.

Skills : Financial Reporting, P&L And B/S Analysis, Financial Statement Preparation, Month-end Reconciliations, Microsoft Office And Essabase Proficient, Consolidation And Eliminations, Management Reporting.

Description :

    1. Responsible for preparing journal entries, and analyzing monthly close activities.
    2. Prepared, maintained and distributed a monthly P&L for management.
    3. Analyzed revenue and expense accounts and research variances.
    4. Prepared management accounting reports that require extensive research and analyses.
    5. Prepared and distributed quarterly transfer pricing calculation to our international business units.
    6. Maintained monthly inter-company balance reconciliations.
    7. Monitored the collection of receivables for the US business in order to minimize the aging of receivables.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science In Accounting


Financial Reporting Specialist Resume

Objective : Highly qualified Financial Reporting Specialist with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself.

Skills : Financial Analysis, Program Management, Peoplesoft Financials, Microsoft Office, Earned Value.

Description :

    1. Designated as Team Leader, assisted manager with supervisory duties.
    2. Reviewed and approved four accountants' financial reporting work.
    3. Submitted regulatory filings with SEC.
    4. Compiled annual and semi-annual mutual fund shareholder reports to include the financial statements, portfolio of investments and performance measures.
    5. Liaisoned to Portfolio Management, Board of Directors, Marketing, Accounting, Legal, External Auditors, Printers and Compliance.
    6. Satisfied all requisitions and comments for shareholder report review and release.
    7. Coordinated with management and vendors implementation of system analysis and changes.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
B.S. In Finance


Financial Reporting Specialist Resume

Headline : Highly detail-oriented Accountant with over 10 years experience in financial statement preparation, general ledger accounting from journal entries to financial closing procedures, accounts receivable and accounts payable. Known for analytical skills and an ability to think outside of the box. Cost-conscious and cost-focused approach to problem solving.

Skills : Accounts Payable, Accounts Receivables, Account Reconciliation, Account Reconciliation, Accounting, Accounting, Microsoft Office, Microsoft Excel, Microsoft Office Suite, Microsoft Office Suite, Microsoft Word, Microsoft Word, Microsoft Outlook, Computer .

Description :

    1. Provided and reported back office supporting financial information for mutual fund groups.
    2. Financial Reporting Specialist Composed SEC reports for mutual fund group.
    3. Reconciled all bank statements for mutual fund groups to the general ledger.
    4. Completed federal tax filing forms for mutual funds.
    5. Organized all financial reporting information according to SEC regulations.
    6. Tracked money movement via treasury department for mutual fund groups.
    7. Generated bills for monthly expenses for mutual fund groups.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Certificate In Accounting

Financial Reporting Specialist Resume

Summary : To obtain a position that will utilize and further sharpen my skills, and where I can express my thoughts and ideas for the growth of the company.

Skills : Microsoft Office, SAP.

Description :

    1. Communicated directly with clients and account directors in order to understand their need for accounting and financial data.
    2. Performed formal accounting close process in SAP each month-end.
    3. Participated in integrating monthly close process into SAP.
    4. Generated financial reports for Canteen national clients and perform analyses and comparisons with MS Access.
    5. Research and analyzed client, franchise, and subcontract vending activity.
    6. Resolved commission rate variances to ensure contract compliance and make updates in SAP.
    7. Designed database to measure key performance indicators (KPIs) which was used to assist managers in making key decisions towards existing business.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Master Of Business Administration

Financial Reporting Specialist Resume

Objective : Financial Reporting Specialist who lives in the intersection between business and technology, listening to and anticipating business needs, creating technology solutions, testing, and training end users.

Skills : Financial Analysis, Budgeting, Financial Modeling, Financial Reporting, Financial Reporting, Communications, Team Player.

Description :

    1. Reported to resolve failed financial institutions Reporting production scheduling and cataloging over 300 daily, weekly and monthly reports using WebFOCUS Reportcaster.
    2. Designed and created daily, weekly and monthly reporting schedules in a MS Access database to ensure critical report production.
    3. Developed production and customized user requested adhoc reports using WebFOCUS.
    4. Generated monthly financial reporting for the DRR division by consolidating information from multiple systems to support resolutions of failed institutions and creating technical tools to expedite the least cost resolution of a failed financial institution.
    5. Generated bi-weekly human resource analysis report to inform management of the dynamic and fluctuating workforce across the country which helped make decisions regarding human resource capacity at all locations.
    6. Liaised with over 12 departments to set up and coordinate a portal validation program to insure accuracy of reports generated for the departments.
    7. Administrated a SharePoint site for user to contribute and use documentation for the validation program.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Master Of Science

Financial Reporting Specialist Resume

Objective : Seeking a professional position within an organization that values loyalty, commitment and dedication where I can utilize my accounting experience and knowledge, organizational abilities and problem-solving skills.

Skills : Wealth Management, Finance And Accounting.

Description :

    1. Liabled for preparing and analyzing annual and semiannual financial statements and quarterly Portfolio of Investments in accordance with SEC and GAAP requirements.
    2. Researched and resolved comments on the financials and working with manager to complete process.
    3. Responsible for preparing daily/weekly/monthly Compliance and N1A updates expense tables.
    4. Prepared NSAR filing with SEC by 60th day.
    5. Ensuring all information updated through the end of the process.
    6. Coordinating audits and working with manager to clear open items and issues.
    7. Collected and analyzed sales and costs by customer and product.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
GED

Financial Reporting Specialist Resume

Objective : Detail oriented, and experienced billing coordinator with a strong background in billing and financial concepts. She offers a strong work ethic, excels under pressure, incorporates her excellent organizational skills, effectively prioritize to handle multiple deadlines.

Skills : Car Sales, MS Excel, MS Word, Property Management, Finance Reporting.

Description :

    1. Performed daily/weekly/monthly/quarterly/annual financial reports of the company.
    2. Performed reports and files on asset and liability account balances.
    3. Prepared regular reports via the company's accounting system.
    4. Compiled information about new accounts, enter account information into computers, and file related forms or other documents.
    5. Supported new initiatives and projects as needed.
    6. Responsible for the accounting functions required to produce and review financial statements and close the books for 86 properties.
    7. Prepared and reviewed bank reconciliations, reconcile loan accounts, post monthly journal entries, and adjusting entries.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Master Of Science In Finance

Financial Reporting Specialist Resume

Objective : As a Financial Reporting Specialist, responsible for Participating in the overall coordination of the OCIO financial tracking system for multiple budgets and related projections, obligations, expenditures, and balances for accuracy of the OCIO funds/obligations.

Skills : Skilled At GAAP General Ledger Closings, Consolidations And Financial Reporting Analysis. In-depth Experience With Oracle And Hyperion Financial Management Tools.

Description :

    1. Prepared and reviewed fund's quarterly, semi-annual and annual portfolios, financial statements, financial highlights and footnote disclosures as well as regulatory reports including N-MFP, N-SAR and N-CSR.
    2. Provided Fund's Board of Directors and fund management with timely, essential and accurate reporting of fund operation and performance.
    3. Assisted in conversion to Unity Workstation, the new Financial Reporting platform for JPMC.
    4. Lead Training Coordinator for client specific Portfolio and Financial Statement offshoring to Mumbai office.
    5. Managed all new and temporary employees within the team.
    6. Responsible to the Vice President of Finance for the financial reporting of a start up company.
    7. Created an Excel-based infrastructure for generating financial statements with annual revenues of $15 million.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Master's

Financial Reporting Specialist Resume

Summary : Results oriented Financial Reporting Specialist professional with 20 years of progressively responsible experience in Accounting and Financial Management. Broad background in general accounting, budget preparation/administration, financial analysis and reporting, payroll management and human resource management. Strong computer background; proficient in Outlook, Word, Access, Quickbooks, PowerPoint, AS400, CUFS, Lawson, SCT Banner.

Skills : Microsoft Office Programs, Customer Service, Project Management, Lean Certified, Executive Support, Compliance, Financial Reporting.

Description :

    1. Prepared the financial statements through the company's transition to a standardized design system.
    2. Assisted property managers with the income and expense re-classes.
    3. Prepared homeowner adjustments, and assist management with general accounting inquiries.
    4. Prepared monthly financial and production reports for executive presentation and corporate consolidation.
    5. Lead in the development, presentation, and approval of the operating budget.
    6. Performed external data loads and extractions into SAP.
    7. Monitored monetary wire transfers for expenses between mutual fund groups.
    Years of Experience
    Experience
    10+ Years
    Experience Level
    Level
    Senior
    Education
    Education
    B.S In Professional Studies

    Financial Reporting Specialist Resume

    Headline : As a Financial Reporting Specialist, responsible for Providing interpretation and effect of the Department's budget, financial, administrative, and management policies and requirements to OCIO operations, activities, policies, and functions.

    Skills : Microsoft Office Suite, Analyst.

    Description :

      1. Arranged audit requests for internal and external auditors.
      2. Trained new employees on departmental procedures and policies.
      3. Reviewed global inter-company balances on a monthly basis, and resolve discrepancies above the threshold.
      4. Prepared consolidated financial results for monthly reporting.
      5. Developed procedures and processes to facilitate timely and accurate completion of work products.
      6. Prepared reports and recommendations for OCIO on programmatic and budgetary matters, contract financial management, and funding levels.
      7. Analyzed costs for each contract, task order, and modification as well as total costs by the office.
                    Years of Experience
                    Experience
                    5-7 Years
                    Experience Level
                    Level
                    Junior
                    Education
                    Education
                    MS