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Top Reporting Specialist Skills

Below we've compiled a list of the most important skills for a Reporting Specialist. We ranked the top skills based on the percentage of Reporting Specialist resumes they appeared on. For example, 12.2% of Reporting Specialist resumes contained Procedures as a skill. Let's find out what skills a Reporting Specialist actually needs in order to be successful in the workplace.

The six most common skills found on Reporting Specialist resumes in 2020. Read below to see the full list.

1. Procedures

high Demand
Here's how Procedures is used in Reporting Specialist jobs:
  • Implemented the re-structuring and enhancement of reporting templates and procedures in order to create cost-effective solutions to dynamic business conditions.
  • Initiated and supported a system using macros to automate repetitive procedures to accelerate processing time of report creation.
  • Worked closely with other functional teams to effectively streamline processes and procedures associated with checking discrepancies.
  • Identified potential suspicious transaction activity and escalated in accordance with corporate policy and operating procedures.
  • Analyzed changes to retirement plan IRS regulations and determined necessary changes to company procedures.
  • Created education and training materials, standard operating procedures, and technical documentation.
  • Utilized supervisory skills in knowledge of policy, procedures and automated information systems.
  • Trained Business Reporting Specialist on new reporting techniques/procedures for improved accuracy and data longevity
  • Participated on quality improvement teams to discuss and develop new processes and procedures.
  • Discovered inconsistent and incorrect reporting methodologies leading to restatements and new procedures.
  • Prepared regulatory reporting as required by law and company policies and procedures.
  • Reviewed and revised department standard operating procedures related to global regulatory reporting.
  • Developed new reports and procedures to improve productivity and quality of corrections.
  • Aided in the establishment of guidelines and policies/procedures used to manager Tableau/CoE.
  • Created and implemented a standard operating procedures manual significantly improving cohesion.
  • Implemented cross training of administrators in global accounts' procedures and guidelines
  • Mitigated business risk by monitoring and developing systematic controls and procedures.
  • Practiced standard operating procedures to record lab data into spreadsheet reports.
  • Recorded department procedures in Portia Knowledge database utilized by reporting specialist.
  • Collaborated with other departments to develop procedures to expedite turn-over times.

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2. Financial Statements

high Demand
Here's how Financial Statements is used in Reporting Specialist jobs:
  • Managed and ensured accuracy and timely valuation of financial statements for daily, weekly and monthly clients including tax-reporting schedules.
  • Prepared annual and semi-annual financial statements, prospectuses and statements of additional information for Fidelity's mutual funds.
  • Maintained and updated historical financial information for use in the preparation of monthly internal company financial statements.
  • Prepared annual and semi-annual reports for shareholders, including portfolio of investments, financial statements and footnotes.
  • Prepared and reviewed quarterly and annual financial statements including review of footnotes in accordance with SEC regulations.
  • Prepared annual financial statements and related footnote disclosures/schedules for external audit resulting in streamlining the work process.
  • Prepared quarterly financial statements and supporting documents for presentation to executive level management.
  • Prepared annual and semi-annual financial statements, highlights and various performance reports.
  • Monitored quarterly closing process to ensure accurate consolidation of financial statements.
  • Audited financial statements and resolved client questions concerning audit discrepancies.
  • Prepared consolidated statements and other monthly financial statements.
  • Designed templates to facilitate preparation of financial statements.
  • Presented financial statements to management monthly.
  • Formatted and issued financial statements.
  • Created charts of derivatives to be included in the schedule of investments and other charts for the notes to financial statements.
  • Analyzed and prepared quarterly, semi-annual, annual financial statements and Security and Exchange Commission (SEC) financial reports.
  • Prepared consolidated financial statements for the parent company, Lincoln National Corporation (LNC) in accordance with GAAP requirements.
  • Compiled monthly financial statements for several joint ventures and communicated with joint venture controllers and partners on a monthly basis.
  • Compiled annual and semi-annual mutual fund shareholder reports to include the financial statements, portfolio of investments and performance measures.
  • Prepared financial statements and portfolio of investments for inclusion in annual, semi-annual, and quarterly reports to shareholders.

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3. Customer Service

high Demand
Here's how Customer Service is used in Reporting Specialist jobs:
  • Provided courteous and conscientious customer service to students and co-workers regarding Mortgage reporting.
  • Developed and implemented process improvements that increased productivity and customer service satisfaction.
  • Responded to related Operations and Customer Service inquiries within specified service levels.
  • Created new and improved processes that increased customer service satisfaction ratings.
  • Presented reporting information during meetings to Sales and Customer Service departments.
  • Provided administrative support to customer service associates and management.
  • Provided telephone and email support, covering a full range of customer service, done in a prompt and professional manner.
  • Worked independently and with a team to ensure that excellent customer service was being provided.
  • Ensured all documents properly filled out, phone calls, customer service and collectibles.
  • Maintained student records by creating and daily updating Excel spreadsheets for efficient customer service.
  • Received calls and provided customer service to vendors calling about payment status.
  • Assisted with escrow disbursements & set-ups, processing payments & Customer Service.
  • Provided excellent customer service by assisting employees with expense report issues.
  • Provided Customer Service to Policyholders, Agents, and Third Party individuals
  • Served as a customer service representative within the call center.
  • Checked high volume of customer service records for accuracy.
  • Provided spreadsheets to Customer Service and Sales.
  • Provided customer service for clients and applicants.
  • Based off my customer service.
  • Resolved client cost basis inquires via telephone Responded to related Operations and Customer Service inquiries within specified service levels.

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4. Data Analysis

high Demand
Here's how Data Analysis is used in Reporting Specialist jobs:
  • Performed data analysis and reporting for a nationwide employee benefit solutions administrator.
  • Performed many data analysis/programming functions in addition to primary job description.
  • Conducted data analysis and trending reports for management.
  • Defined guidelines for reports to be implemented as a team effort into a new Web Interface portal to improve data analysis.
  • Used Access Query Designer and Visual Basic to develop front end forms for managers to use one-click method for data analysis.
  • Provided data analysis and data mining of inspection sheets to determine the amount of money that was misused.
  • Worked closely with technical team to further enhance and include 'data analysis' section on this tool.
  • Performed link-and-nodal analysis, data mining, and metadata analysis utilizing geo-spatial analytical techniques; presents SIGINT findings utilizing visualization applications.

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5. Powerpoint

high Demand
Here's how Powerpoint is used in Reporting Specialist jobs:
  • Created PowerPoint presentations for sales teams regarding product info and emphasized comparison versus competitor's products.
  • Created and held Quality Assurance PowerPoint presentations for new employees.
  • Analyzed business results data and communicated the results using Word documents and PowerPoint presentations for many programs within the organization.
  • Generated training material using Microsoft PowerPoint used Microsoft Word for the completion and escalation of legislative inquiries.
  • Created relational databases, managed all IT vendor communications, and created PowerPoint presentations for national audiences.
  • Conducted audit of company activities and evaluated various compliance options/strategies * Presented project findings to departmental heads using Microsoft PowerPoint.

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6. QA

high Demand
Here's how QA is used in Reporting Specialist jobs:
  • QA'ed loans to ensure that they were reported correctly and made corrections to those that were not.
  • Assisted QA Department with the testing of our internet base system.
  • Started in the QAC department.
  • Used cartography and data analysis experience/skills to monitor QA/QC of internal data analysts' data and perform incorporation updates.
  • Provided strategic consulting services, translation, localization, LQA, multilingual DTP and software internationalization services.
  • Recognized opportunities for improvement and compliance and immediately communicated them to production colleagues and MQA Supervision.

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7. BI

high Demand
Here's how BI is used in Reporting Specialist jobs:
  • Conducted in-depth analysis of metrics/reporting and developed recommendations for new/improved metrics/reporting capabilities.
  • Designed a report the combined manager expense with sales and manpower offering Division Managers an improved view of individual manager performance.
  • Created vendor scorecards rating on-time-delivery and order-fill-rates used for measuring expediting issues related to vendor abilities to meet company needs.
  • Received varied management- like responsibilities including training, monitoring workloads, and assisting with problem solving and escalations.
  • Reviewed motor vehicle reports in conjunction with claim loss reports in order to determine and/or verify eligibility.
  • Managed detailed billing and reporting portfolio of federally funded awards, and supervised 2 Fiscal Reporting Specialists.
  • Analyzed data for usability, logic congruity and general quality assurance; implemented corrections where needed.
  • Analyzed data and maintained process stabilization while ensuring that production expectations were met and exceeded.
  • Coordinated client scheduling and billing activities, while producing itemized billing for increased transparency.
  • Implemented and maintain financial tracking to asses and improve financial sustainability within the division.
  • Prepared combined stockholder and regulatory financial statements for the bank and affiliated associations.
  • Collaborated with product teams to improve usability, tool functionality and reporting agility.
  • Managed accounting and reporting responsibilities including month end close for assigned client relationships.
  • Developed team scorecard to track reporting reliability, efficiency, and variability.
  • Performed portfolio valuation ahead of schedule by utilizing excellent ability to prioritize.
  • Performed large-scale database updates using vendor software combined with Microsoft products.
  • Developed infrastructure for deposit product profitability information files for department use.
  • Assisted in development of reporting capabilities and report process improvement.
  • Resolved various client matters including calculation of loan availability.
  • Continued responsibility as administrative/ expert user role for system.

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8. Ensure Compliance

high Demand
Here's how Ensure Compliance is used in Reporting Specialist jobs:
  • Maintained and reviewed private investor guidelines daily to ensure compliance with private investor requirements.
  • Reviewed all technical financial issues, especially all reserves, to ensure compliance with accounting pronouncements and company policy.
  • Collaborated with staff to address audit findings, maintain data quality control, and ensure compliance.
  • Audited defaulted loans to ensure compliance and identify any gaps in process between default workstations.
  • Performed and monitor audits, risk assessments to ensure compliance for Managed Care Organization.
  • Worked with internal stakeholders to understand regulatory rules and ensure compliance strategies were aligned with Medtronic's products and services.
  • Analyzed, audited and maintained weekly and daily compliance reports to ensure compliance with state and federal regulations.
  • Reviewed SLA reports to ensure compliance with processes and applicable regulations.

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9. Pivot Tables

high Demand
Here's how Pivot Tables is used in Reporting Specialist jobs:
  • Analyzed large amounts of data using excel formulas and pivot tables.
  • Created statistical reports using pivot tables.
  • Collected and analyzed data to create and maintain reports using Excel (Vlookups, pivot tables) and SAP.
  • Reviewed history files and tax file discrepancies to identify possible trends and issues using VLookup and Pivot tables.
  • Created pivot tables of commissionable transactions for customized client templates that reduced completion time by 80%.
  • Prepared and analyzed reports utilizing Microsoft Excel pivot tables and macros.

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10. Gaap

high Demand
Here's how Gaap is used in Reporting Specialist jobs:
  • Assisted in the preparation of SEC filings of mutual funds, bonds and money market funds in accordance with GAAP.
  • Analyzed and accounted for benefit plan expenses in accordance with GAAP.
  • Prepared 10-Qs and 10-Ks in accordance with GAAP and SEC requirements.
  • Reconciled GAAP records to tax records.
  • Prepared quarterly and annual subsidiary financial reports and state commission reports, in accordance with US GAAP and state-specific utility regulations.
  • Prepared quarterly financial statements and annual audited financial statements in accordance with GAAP; including derivative and pension disclosures.

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Jobs With Trending Skills

11. Portfolio

high Demand
Here's how Portfolio is used in Reporting Specialist jobs:
  • Provided monthly performance numbers for variety of mutual funds both internally for portfolio management, marketing and external reporting agencies.
  • Designed complete financial reporting portfolio to support Client Relationship team and practice/industry group leaders.
  • Improved cash management projection process and provided oversight for investment and borrowing portfolio.
  • Performed detailed reconciliations of portfolios for investment managers hired by BNY Mellon clients.
  • Prepared semi-annual and annual Shareholder Reports and quarterly Portfolio of Investments.
  • Prepared various fixed asset and bond portfolio reconciliations.
  • Acted as an outside auditor contact, documenting comments on financial statement and portfolio drafts and addressing related issues that arise.
  • Prepared and submitted monthly reporting and remittances on Freddie Mac and private investor portfolios within the applicable required remittance deadlines.
  • Compiled monthly statistical reports on a variety of mutual funds for use by portfolio management, marketing and sales.
  • Recognized by peers as the top reporting specialist for servicing mortgages with similar portfolio sizes.
  • Performed weekly and monthly reconciliations of client portfolios to ensure the integrity of the information.
  • Processed monthly reporting of the entire lending portfolio.
  • Increased efficiency of portfolio securitization set up process by effectively training staff and upper management in the research process.
  • Provided merger transition support for wealth portfolio management by formatting accounts for conversion from SEI reporting to NCS Trustware reporting software.
  • Reviewed and edited vital data within daily cash flow and month-end portfolio performance reports to ensure 100% accuracy.
  • Managed portfolio of $40-50 million in client revenue Proven success in a dynamic, fast-paced, time-critical environment.
  • Coordinated payment of Agere's patent portfolio with vendors and Legal Department.
  • Tracked weekly migrations of the Global Portfolio and assessed trends and outliers.
  • Processed tax adjustments on transfer of securities Processed and reported sales and acquisitions of securities Reconciliation of clients' portfolios
  • Generated investment performance reports for portfolios valued between $25,000 $25M.)

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12. HR

high Demand
Here's how HR is used in Reporting Specialist jobs:
  • Managed project to develop and implement an application used to track individual performance metrics throughout the operating units.
  • Worked directly with Regional and Territory executives to achieve improved inventory results through operational excellence.
  • Compiled and interpreted sales and marketing data through predictive modeling and trend analysis.
  • Strengthened institutional research capacity through data extraction, collection, and trend analysis.
  • Enhanced business results analyses and streamlined regulatory reporting through PeopleSoft reporting tools.
  • Supported initiatives to enhance financial reporting processes and controls through creative solutions.
  • Assessed reporting processes to improve efficiency and productivity through automation or consolidation.
  • Reconciled cash and general ledger accounts through investigation of account transactions.
  • Ensured all daily reports operated consistently through technology and staffing changes.
  • Supported HR Reporting Process Lead in reporting streamlining and standardization initiatives.
  • Provided support to business users through troubleshooting and enhancement of reports.
  • Coordinated with ISR assets to ensure synchronized intelligence collection focus.
  • Participated in their voluntary ongoing education programs through online updates.
  • Improved manual monthly and quarterly processes through enhanced automation
  • Resolved billing disputes including tracking disputes through resolution.
  • Participated in other HR-related functions.
  • Led a team of three analysts in conducting research and presenting to the department on micro-financing as it relates to terrorist financing
  • Used Orbit database to produce 500 financial FSA/HRA reports that were sent out on a monthly basis to UnitedHealth Group clients.
  • Tracked and evaluated all network provider Level II and Level III incident reports through IRIS (Incident Response Improvement System).
  • Managed a portfolio of commercial loans, monitoring performance throughout the construction phase and assure timely funding of draws.

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13. Special Projects

high Demand
Here's how Special Projects is used in Reporting Specialist jobs:
  • Completed special projects and corporate strategic projects as assigned.
  • Worked directly with FEMA, State Disaster Recovery Specialists, and State Applicant Liaisons on special projects pertaining to disaster recovery.
  • Assisted CFO and Controller in special projects required to complete the 3 year restatement for the Latin American division properly.
  • Assigned as a leader for special projects that are imperative and to improve call center department production.
  • Assisted Internal Audit, Finance, Accounting and Procurement department with special projects.
  • Headed special projects including A/P, A/R, and ATM account reconciliations.
  • Worked closely with CFO and did special projects required by upper management.
  • Assisted with special projects as requested by Resource Unit Lead.
  • Planned special projects and events for the group.
  • Provided assistance with special projects as needed.
  • Responded to c-suite requests for adhoc reporting requirements, assist in new report testing, and manage special projects.

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14. External Auditors

high Demand
Here's how External Auditors is used in Reporting Specialist jobs:
  • Maintained accounting records to prepare for accurate reporting for both internal and external auditors and investment managers.
  • Prepared reports for internal/external auditors.
  • Provided assistance to internal & external auditors on reconciliations, quarterly call reports and loan reviews.
  • Worked closely with the external auditors to ensure a smooth audit process.
  • Arranged audit requests for internal and external auditors.
  • Worked closely with Corporate Accounting, Corporate Treasury, and external auditors with regards to elements of financial and regulatory reporting.

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15. Ensure Accuracy

average Demand
Here's how Ensure Accuracy is used in Reporting Specialist jobs:
  • Analyzed complex financial reports to ensure accuracy of data utilized to complete monthly statistical forms and monthly/quarterly industry surveys.
  • Reviewed and validated activities in an accurate and timely manner, and maintained required controls to ensure accuracy.
  • Reviewed compensatory fees for default departments to ensure accuracy of charges.
  • Reviewed completed Due Diligence to ensure accuracy, relevancy and compliance.
  • Served as the main liaison between our top performing client and internal teams to ensure accuracy of data and communication.
  • Verified claimed expenses, to ensure accuracy of invoices to receipts.

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16. Data Collection

average Demand
Here's how Data Collection is used in Reporting Specialist jobs:
  • Performed diligent analysis and risk evaluation, generation of client correspondence, data collection/entry, and distribution of reports.
  • Modernized an antiquated and manual data collection process into an automated function allowing for efficiency and operation capacity gains.
  • Developed and administered custom reporting databases to support data collection, consolidation, and reporting operations.
  • Reviewed loan documentation or origination systems to ensure proper data collection.
  • Supported Chief Diversity Officer in data collection and analyzing results.
  • Created and implemented new reports procedures and data collection, providing and updating training for internal website procedures.
  • Created reporting templates, data collection tools, and materials needed for task implementation, production and completion.
  • Created a number of relational databases using Access to automate data collection for the loss share group.
  • Reduced manager workload on case audits by 30% and improved data collection accuracy by 20%.
  • Developed a system for data collection, reporting criteria and grant records.

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17. Sharepoint

average Demand
Here's how Sharepoint is used in Reporting Specialist jobs:
  • Developed US Services Reporting SharePoint as secure report delivery solution with site security aligned to corporate legal guidelines and business policy.
  • Updated monthly strategy report in SharePoint database.
  • Utilized Adobe PDF, SharePoint, and various Microsoft Office tools to collect and draft loan documents for HNW/UHNW clients.
  • Created SharePoint site containing individual sites of Facilities, Procurement, Fleet, Logistics, and Contract Management.
  • Tested, initiated and rolled out SharePoint applications for company use.
  • Administered SharePoint document and system access rights and revision control to ensure security of system and integrity of master documents.

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18. Ad-Hoc Reports

average Demand
Here's how Ad-Hoc Reports is used in Reporting Specialist jobs:
  • Utilized the Report Builder to create Ad-Hoc Reports and maintained updates to the existing reports.
  • Designed/developed ad-hoc reports and models to identify and correct report and loan problems.
  • Collaborated with BP&A analysts to identify and explain missed milestones, ad-hoc reports, and controllable trends.
  • Developed several ad-hoc reports for one time purpose according to the customer requirement using SSRS & TSQL.
  • Created numerous ad-hoc reports using Excel for daily needs regarding merchant and Agent/Rep financial standings.
  • Involved in designing of models and packages using Framework Manager for developing the Ad-Hoc reports in Query Studio by Business users.

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19. Analyze Data

average Demand
Here's how Analyze Data is used in Reporting Specialist jobs:
  • Utilized SPSS Statistics (graphical user interface and syntax) to process and analyze data for quality assurance.
  • Worked closely with Strategic Marketing to create reports and analyze data for their Responsys campaigns.
  • Used Enterprise Guide 4.1 to analyze data and write code.
  • Created complex Excel reports and analyze data including pivot tables and lookups.
  • Utilized SAP and Cognos to extract and analyze data sets Supported FP DataMart stories documentation in according with standard documentation protocols.

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20. Payroll

average Demand
Here's how Payroll is used in Reporting Specialist jobs:
  • Prepared monthly incentive payment and quarterly incentive bonus data for payroll department.
  • Developed and maintained client payroll reporting schedules and accurate contact database.
  • Identified payroll deduction discrepancies resulting in corrections.
  • Developed way to manage and calculate paying FA's for holiday pay outside of payroll system because of complicated rules.
  • Promoted to manage payroll application and reporting for Mars North America and lead team of 3 customer service associates.
  • Provided Payroll Production Support for a 50,000+ employee Payroll Developed Payroll Metrics Dashboard data for Top Management.
  • Supported payroll systems development as needed, which included new platform setup, testing, and deployment.
  • Selected as interim department head leading payroll and staff of 12 during supervisor's leave of absence.
  • Managed and processed Payroll and financial reporting for all client company payroll and human resource departments.
  • Provided financial analysis at client's request as related to expense admin and payroll functions.
  • Participated on the recruiting and interview panel hiring 4 new associates to the payroll organization.
  • Calculated gross-ups and generated payroll reports for all clients on agreed upon schedules.
  • Coordinated with parent company for all payroll deposits and money transfers.
  • Entered time and client details for payroll in company database.
  • Assisted with payroll operations, reporting, and check distribution
  • Implemented Fast formula for Benefits & Payroll extracts.
  • Prepared purchase requisitions, invoices, and payroll.
  • Moved quickly from customer service; processing; seminar department.Prepare and process payroll information.
  • Prepared Payroll tax filings and personal property taxes Developed Crystal reports.
  • Assisted the receptionist with various duties that was needed as well, i.e: payroll, timesheet database, etc.

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21. Process Improvement

average Demand
Here's how Process Improvement is used in Reporting Specialist jobs:
  • Identified and analyzed process improvements to increase marketing breadth while reducing monetary risk.
  • Presented solutions and process improvements to management.
  • Directed measurable business reporting process improvements.
  • Contributed to the identification of search criteria for Risks and Events of Interest including report process improvement and refinement.
  • Created BN.com, NOOK and Retail reports to identify weekly trends of customer contacts for process improvements.
  • Developed process improvements to improve the monthly and quarterly closing process.
  • Nominated by peers & received an 2014 Process Improvement award.
  • Trained peers on reporting process improvements and software support.

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22. Business Partners

average Demand
Here's how Business Partners is used in Reporting Specialist jobs:
  • Collaborated with business partners to effetely modify agent's representation.
  • Provided database administration, and support the department with reporting needs to better serve business partners and customers.
  • Worked independently as well as with team members and business partners to ensure timely resolution of issues.
  • Created spreadsheets and pivot tables for presentation to manager and strategic Business partners.
  • Conducted research on global business partners for indirect account sales transactions.
  • Analyzed efficiency of hotswap partners to assign channel priority and give proper compensation to business partners.

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23. Data Warehouse

average Demand
Here's how Data Warehouse is used in Reporting Specialist jobs:
  • Developed, maintained and supported various Decision Support System reports running within the Pharmacy Data Warehouse reporting environment.
  • Led the development, and support of various Decision Support Reporting System reports for a new Pharmacy Data Warehouse reporting environment.
  • Completed data mapping of operational loan servicing systems (LSAMS and FORTRACS) for data warehouse project.
  • Located, extracted, and analyzed data from four legacy systems and data warehouse.
  • Rolled out a new customer facing data warehouse
  • Acquired and maintained knowledge of the healthcare marketplace, the PBM industry, data warehouse system, and programs and services.
  • Created and ran ad-hoc queries against financial data warehouse as needed.

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24. Database

average Demand
Here's how Database is used in Reporting Specialist jobs:
  • Provided repository database/application design analysis/specification, development project management, content management, application testing, and data integration analysis/specification.
  • Developed training project database allowing projects to be accurately tracked and easily reported to various levels with Talent Management.
  • Documented the whole database with applications and also provided user guide, which described functionality of the applications
  • Performed data normalization, physical/logical database design, end user interviews and created technical specifications.
  • Identified and documented appropriate complaint categories to assure trend accuracy within the complaint database.
  • Examined Public Housing criminal activity in database with immediate notification to law enforcement.
  • Prepared statistical reports tracking call center trends and activity by utilizing multiple databases.
  • Manipulated databases and conducted extensive liaison with 10 facilities and internal agency elements.
  • Designed, created, and maintained relational databases and automated reporting demographic data.
  • Initiated paperless system of account processing by scanning customer signatures into database.
  • Accessed internal Verizon databases for customer inventory and current circuit configuration parameters.
  • Streamlined database to enhance functionality and efficiency and eliminate excess labor costs.
  • Consolidated year-end work, such as database and portfolio information updating.
  • Worked with team to develop system efficiency analysis for advertising database.
  • Administered training to associates in use and operation of advertising database.
  • Headed testing phase for consolidation of a contact database management system.
  • Monitored database access and privilege list and adjusted credentials as appropriate.
  • Created Access database for management to effectively monitor and track reports.
  • Developed and designed database for potential fraudulent Providers and/or members.
  • Updated and maintained databases for long-term analysis and collection profiles.

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25. Business Units

average Demand
Here's how Business Units is used in Reporting Specialist jobs:
  • Prepared and analyzed financial reports for budgeting and forecasting process and technical support for internal finance organizations and business units.
  • Coordinated with business units to prepare monthly Derivative Forecast reports.
  • Managed delinquency, loss mitigation, foreclosure, and bankruptcy reporting for business units which services Freddie Mac owned single-family mortgages.
  • Compiled data/reports requested by clients, consultants, and TRP Business Units.
  • Worked across business units within Cabela's to achieve results that helped to drive Cabela's goals and objectives.
  • Coordinated Change Management practices and methodologies in order to maintain Corporate Compliance, developed Disaster Recovery plans for assigned business units.

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26. Ssrs

average Demand
Here's how Ssrs is used in Reporting Specialist jobs:
  • Developed SQL Server 2008 Reporting Services (SSRS) management reports for Microsoft Live Search Club and Search and Give.
  • Served as technical lead in migration of hundreds of reports from Crystal Reports to SSRS.
  • Developed an automated report subscription process using SSRS.
  • Maintained SSRS reporting for provider information.
  • Involved in designing, developing, debugging and testing of reports in SQL Server Reporting Services (SSRS).
  • Led the US Reports SSRS implementation and took ownership of the creation and implementation of all department queries.

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27. Cognos

average Demand
Here's how Cognos is used in Reporting Specialist jobs:
  • Monitored and maintained automated report generation and distribution via Cognos NoticeCast.
  • Analyzed operating reports with Cognos, VendorScape and DRI.
  • Coordinated with COGNOS team for report generation, and prepared user Manual and security matrix.
  • Provided data and design requirements to COGNOS reporting tool development team.
  • Scheduled the reports in COGNOS Connection and distributed them via mail.
  • Involved in Installation/Configuration/Administration/Troubleshooting/Tuning of Cognos 10 Environment.

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28. Data Entry

average Demand
Here's how Data Entry is used in Reporting Specialist jobs:
  • Automated lengthy data entry processes to increase production and decrease man hours spent on duplicating information.
  • Designed forms in Microsoft Access that allowed data entry duties to be transferred to administrative staff.
  • Completed the claim start to finish including data entry, pricing information and denials.
  • Reviewed Personnel Change Notices (PCN) to insure proper coding before data entry.
  • Performed data entry at a rate above 60 words per minute.
  • Assisted with data entry and administrative support.

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29. Income

low Demand
Here's how Income is used in Reporting Specialist jobs:
  • Created and documented process for establishing new fixed income securities on system in an extremely accurate manner.
  • Provided tax and income analysis as results of fund changes in portfolios to investment officers and administrators.
  • Processed and Computed fund activities such as distributions, yields, expenses, income and allocations.
  • Updated share quantities, cost basis, and income reallocation values for complex corporate actions.
  • Maintained month end accounting portfolios referencing balances, income expenses, gain/losses and interest income.
  • Processed income, expenses and security transactions and delivered daily pricing of mutual funds.
  • Assembled Federal, State and Local income tax returns and supporting documentation.
  • Prepared daily cash activity worksheet and wired all income to the client.
  • Created and tested multiple scenarios in Acceptance Test for Reclassification of Income.
  • Ensured all trade and income activity was settled and reflected accurately.
  • Ensured the accuracy of Dividend and Interest Income.
  • Monitored progress of monthly income goals.
  • Prepared monthly audit proofs of cash, security positions and income, utilizing the Datastore Accounting System.
  • Ensured Fixed Income trades were reported correctly to appropriate governing body and in a timely manner.
  • Presented reports and analysis for Senior Management Team Communicated with investment representatives regarding referrals, fee income and technical troubleshooting.

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30. External Customers

low Demand
Here's how External Customers is used in Reporting Specialist jobs:
  • Represented the organization to external customers; take minutes at occasional meetings or set up publisher presentation.
  • Generated performance and productivity reports to internal departments and external customers.
  • Provided consistent quality service to internal and external customers.
  • Represented the organization to external customers.
  • Provided accurate and timely customer service to both internal and external customers allowing efficient production to be performed for daily workloads.
  • Worked independently and paid close attention to details also worked closely with internal and external customers to facilitate contract processing.

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31. VBA

low Demand
Here's how VBA is used in Reporting Specialist jobs:
  • Created Excel applications (VBA, Macros) to import data and perform various statistical analyses, charts and graphs.
  • Partnered with other departments, such as finance, to help them automate manual tasks using Excel VBA.
  • Involved in the design and development of several VBA/Excel /SQL server automation solutions and reports.
  • Created tools using VBA for Excel to automate otherwise manual processes associated with taxonomy development.
  • Imported data into MS Access from Oracle database using stored procedure in VBA.
  • Created Excel VBA macros to prepare and present data.
  • Automated report data analysis and collection using VB/VBA code.
  • Assisted with developing and updating VBA code as necessary.
  • Created VBA macros to streamline existing reporting processes.
  • Created VBA programming/macros to streamline my process.
  • Created and ran reports utilizing Excel, SQL, VBA, SAP, CMS, Seibel CRM and other various software platforms
  • Generated various ad-hoc reports on Excel spreadsheets and created VBA modules to automate the procedure on Access database.
  • Utilized MS Access VBA and SQL to create service analytical tools to measure broker service.

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32. Business Requirements

low Demand
Here's how Business Requirements is used in Reporting Specialist jobs:
  • Assisted end user in defining business requirements and identifying potential candidates for production report development.
  • Collaborated with key stakeholders on business requirements and development of report functionality.
  • Included in IT and Business Requirement sessions, while helping to revise process flows and IT/Business Requirements.
  • Participated in multi-million dollar projects to develop business requirements, test cases and UAT testing for releases.
  • Converted business requirements in business/technical requirement documents.
  • Created documentation for assigned initiatives and action items, documentation may have included test/project plans, or business requirements support.

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33. SQL

low Demand
Here's how SQL is used in Reporting Specialist jobs:
  • Maintained security integrity within reports using T-SQL code and report parameters.
  • Performed code version controls in SVN/GIT environment and peer-level code reviews Skills Used MySQL, Perl, Shell
  • Tested various reference tables created in Oracle for data integrity using queries and SQL in MS Access.
  • Developed online issue tracking logs for use by multiple Anthem regions written in ASP/SQL Server/ADO.
  • Managed a project to migrate reporting inventory and data dictionary from Access to SQL.
  • Tested the data with SQL queries for data accuracy using IBM 2 Command editor.
  • Developed, tested and implemented numerous complex SQL scripts in Oracle and Access.
  • Produced collections reports using SAS/Base, SAS/SQL, SAS/Macro and SAS/Graph with Oracle.
  • Used running totals and groups in the SQL views to calculate summary data.
  • Handled the overall administration of the SQL Server 2005 based server.
  • Worked for federal state of Tennessee Medicare as a PL/SQL Developer.
  • Developed, reconciled, analyzed complex reports in SQL & UNIX.
  • Solidified Excel and SQL topics that were learned while at BYU-I
  • Validated SQL queries against legacy systems to assure quality.
  • Created management information reports in SQL using Crystal Reports Pro Fundamental in the reorganization of the Collections department.
  • Created Oracle cube and rollup extracts using SQL and T.O.A.D.
  • Created adhoc queries using SQL programming language.
  • Utilized CABS, Network Diagrams, Citrix, TCOMS, BRIO, ACTUATE, SQL, LERG, NANPA and CCMI.
  • Performed User Acceptance Testing (UAT with BRIO and SQL queries.

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34. General Ledger

low Demand
Here's how General Ledger is used in Reporting Specialist jobs:
  • Provided support for external/internal audit by analyzing general ledger accounts and providing information for auditor's filings and SOX compliance.
  • Performed general ledger account reconciliations, in addition to reconciling inter-company accounts.
  • Incorporated detailed general ledger information by business unit that was previously unavailable.
  • Reconciled and analyzed general ledger activity to identify any discrepancy or variance.
  • Reviewed general ledger for accuracy of integration of operations of acquired entities.
  • Resolved issues involving general ledger and bank reconciliation.
  • Performed daily reconciliation of general ledger for accuracy.
  • Designed and Developed Approval Framework for General Ledger.
  • Reconciled statutory reports to Prudential General Ledger.
  • Prepared and monitored accounts payable, processed payments, balanced and maintained the general ledger account and prepared revenue forecast.
  • Performed detailed review of general ledger balances, identifying issues and initiating resolution of those issues with applicable parties.
  • Reconciled portfolio sales, general ledger accounts, assisted with various functions in the accounting & cashiering dept.
  • Posted and approved general ledger entries on daily bases as well as for month end.
  • Created month end close General Ledger journal entries and account reconciliations as needed.
  • Reconciled all bank statements for mutual fund groups to general ledger.
  • Implemented wire transfers, bank deposits and general ledger accounting entries.
  • Reconciled general ledger and accounts payable journal entries.
  • Uploaded general ledger to Lawson Application.
  • Performed daily balancing of Loans and General ledger for each of the Colson and SBA participants.
  • Forecasted accurate and timely monthly, quarterly, and annual reporting for the general ledger accounts.

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35. IRS

low Demand
Here's how IRS is used in Reporting Specialist jobs:
  • Applied project management principals Insuring accurate client tax information was transmitted to the IRS for over 70 companies and 500,000 employees.
  • Coordinated team of report developers; ran meetings, trained new users and provided first line support.
  • Received Achievement Award in 2005 and selected as first person in the department to work from home.
  • Coordinated closely with Public Affairs and Monitoring and Evaluation Specialists to measure results and highlight project successes.
  • Assisted non-resident alien (NRA) clients on tax issues and 1042 reporting to the IRS.
  • Designed JDE's first quality control document; successfully obtained four unqualified peer review reports.
  • Planned, developed, and delivered training to first line support and business end users.
  • Handled W-2 and W-3 wage information and reconciled discrepancies between IRS taxes and SSA wages.
  • Managed documentation for the processing of reclaims as well as for audits by the IRS.
  • Provided first level claim support by answering incoming calls consisting of new or existing loss.
  • Reviewed and executed IRS B-Notices, C-Notices, IRS Levies, and State Levies.
  • Prepared reports and forwarded to Director, FEMA External Affairs Disaster Operations Division.
  • Reconciled payments for accounts in which treaty withholding was incorrect per IRS rules.
  • Increased first-call resolutions using knowledge base and change control system for tracking progress.
  • Tested and filed IRS information returns and ensure compliance with IRS publications.
  • Developed the first performance metrics for a critical new sales campaign.
  • Transmitted original and corrected files to the IRS via IRS website.
  • Maintained spreadsheets on first and second B-Notices researching appropriate tax years.
  • Educated on IRS regulations with emphasize on retail and 529 accounts
  • Strengthened compliance by working collaboratively with IRS TIN matching program.

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36. Account Reconciliations

low Demand
Here's how Account Reconciliations is used in Reporting Specialist jobs:
  • Assisted in preparation of five-year forecast, weekly cash flow projections, monthly variance explanations, journal entries and account reconciliations.
  • Prepared journal entries for monthly reporting, inventory, depreciation schedules, account reconciliations, revenue and expense forecasts.
  • Prepared intercompany invoices and related account reconciliations and assisted with the integration of acquired foreign and US entities.
  • Maintained integrity of subsidiary financial data via account reconciliations, supervised accounting activities, and implemented control measures where necessary.
  • Assisted with the development and preparation of monthly account reconciliations for internal and external audit purposes.
  • Performed monthly closing activities such as account reconciliations and journal entries to ensure accurate financial statement reporting.

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37. Journal Entries

low Demand
Here's how Journal Entries is used in Reporting Specialist jobs:
  • Analyzed, reconciled and prepared Governmental reports and processed monthly journal entries.
  • Researched backup withholding and processed resulting journal entries to adjust customer accounts.
  • Reconciled unresolved and duplicate payments monthly with journal entries that needed reclassification.
  • Analyzed financial reports and made necessary journal entries for reserves, assets, expenditures, and revenues.
  • Created and processed correcting journal entries and end of the month sale entries.
  • Reconciled suspense account and prepare the necessary journal entries to reclassify the balances.
  • Cleared reconciling items within given guidelines and processed month end journal entries.
  • Maintained journal entries necessary to keep statements in line with accounting records.
  • Prepared accounts receivable journal entries into the ledger (SAP).
  • Prepared, process, and verified journal entries and account reports.
  • Posted journal entries to ensure that accounts were properly stated.
  • Prepared and keyed journal entries/accruals.
  • Prepared or reviewed quarterly prepaid expenses, accruals, bank reconciliations, revenue and intercompany related journal entries.

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38. SOX

low Demand
Here's how SOX is used in Reporting Specialist jobs:
  • Supported SOX implementation by establishing detailed process documentation on financial reporting tasks.
  • Interviewed vendors/suppliers for North American SOX/Insurance compliance.
  • Developed compliance program with Sarbanes-Oxley (SOX) key controls and tested for MacSteel General Office.
  • Supported franchise audit team in Broker and SOX audit requests, tracking and communicating results.
  • Managed risks and ensured compliance with SOX controls related to selection and contracting of suppliers.
  • Implemented mandated SOX requirements to ensure that business records and practices were in compliance.
  • Assisted auditors with SOX testing, compliance and annual audit processes.
  • Updated SOX documentation for various departments within the Bank.
  • Gathered and organized SOX and audit data.
  • Updated SOX narratives for the foreign subsidiaries.
  • Engaged and oversaw Sarbanes -Oxley (SOX) regulatory and compliance audits continuously.

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39. External Clients

low Demand
Here's how External Clients is used in Reporting Specialist jobs:
  • Contructed reporting solutions for internal/external clients.
  • Created and communicate Adhoc reports to internal executive team and external clients.
  • Recognized for consistently delivering high quality, accurate and timely reports for internal/external clients by using financial best practices.
  • Developed enterprise-wide business reports based on the specific needs of internal and external clients using WebFocus reporting tools.
  • Ensured data accuracy and integrity of information reported to internal and external clients.
  • Created data repositories to house investor reporting data to be used for analysis/reporting for both internal and external clients.

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40. Annual Reports

low Demand
Here's how Annual Reports is used in Reporting Specialist jobs:
  • Prepared the portfolio of investments, balance sheet and income section in the annual and semi-annual reports for 16 mutual funds.
  • Prepared and reviewed fund's quarterly, semi-annual and annual reports to shareholders and file with the SEC.
  • Assisted with the quarterly and annual reports which were filed with the Securities and Exchange Commission.
  • Performed plan audit and reconciliation enabling timely annual reports to be delivered to the client.
  • Created and analyzed monthly, quarterly, and annual reports and ensured financial information had been recorded accurately.
  • Footed statements of assets, operations and net change as well as fund tables for publication in annual reports.

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41. ETL

low Demand
Here's how ETL is used in Reporting Specialist jobs:
  • Modified code that wasn't optimized, or caused errors in the ETL process.
  • Migrated Microsoft Access database to Oracle, rewritten in PLSQL for ETL.
  • Investigated and mitigated any errors during the daily/weekly/monthly/quarterly ETL import process.
  • Created / Designed ETL specifications based on business requirements.
  • Collaborated with Data Warehousing team developing ETL strategies.
  • Designed and deployed executive-level dashboards utilizing a multidisciplinary team (solutions architect, ETL developers, and Adobe Flex coders).

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42. Peoplesoft

low Demand
Here's how Peoplesoft is used in Reporting Specialist jobs:
  • Maintained PeopleSoft system accuracy by running audits to ensure department mapping precision.
  • Participated in successful conversion to PeopleSoft financial package.
  • Served as lead project coordinator for the deployment of Peoplesoft systems in the former Primeco and Alltel markets.
  • Assisted in other HRIS department initiatives to ensure organizational and human capital data was accurate in PeopleSoft and maintained paper records.
  • Provided organizational information (data and business specific knowledge) to aide in the configuration planning of the PeopleSoft implementation.
  • Scheduled training sessions in the PeopleSoft Database Management system, verified attendance, and approved continuing education credits.

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43. Balance Sheet

low Demand
Here's how Balance Sheet is used in Reporting Specialist jobs:
  • Developed prototype for monthly balance sheet, by liquidity management unit.
  • Analyzed portfolio balance sheets, interpreted legal language, and transferred thousands of dollars servicing deals.
  • Maintained time and attendance reports (earnings and leave balance sheets, etc) for
  • Eliminated intercompany accounts within subsidiaries and division headquarters, both revenue and expenses and balance sheet accounts.
  • Executed monthly/quarterly balance sheet fluctuation analysis for 21 major operating entities to determine causes of fluctuations and impacts on financial results.
  • Assisted with external audits; including preparing consolidated financial statement variances and audit reports such as balance sheet roll-forward schedules.

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44. FDA

low Demand
Here's how FDA is used in Reporting Specialist jobs:
  • Provided investigation results and audit findings to Human Resources and Quality Assurance for Disciplinary Review Committee and FDA submission.
  • Certified in completing form FDA 3500A and submitting reports electronically to the Food and Drug Administration in compliance with FDA regulations.
  • Researched, completed and submitted MedWatches to the FDA.
  • Determined Reportability of complaints to FDA.
  • Reported on implanted devices and associated products to FDA Determined if malfunctions pose a risk to patients or doctors
  • Responded to the FDA's written requests for additional information regarding reportable complaints.

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45. New Reports

low Demand
Here's how New Reports is used in Reporting Specialist jobs:
  • Designed and implemented new reports to provide senior management with pertinent information regarding fee discounting.
  • Developed new reports designed to present large amounts of data in a more easily understood format.
  • Worked on gathering the requirements for enhancement of the existing reports and new reports.
  • Maintained and developed new reports as needed.
  • Developed new reports and converted existing reports for the business line to satisfy the specifications using MicroStrategy Desktop and MicroStrategy web.
  • Performed needs/benefits analysis of new reports and published them as applicable.

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46. Internal Customers

low Demand
Here's how Internal Customers is used in Reporting Specialist jobs:
  • Facilitated meetings with internal customers regarding data results.
  • Worked with internal customers to help gather and define project objectives.
  • Drafted and maintained the Service Level Agreement between Tesoro's Shared Services organization and its internal customers.
  • Developed analytic dashboards and scorecards using Tableau and Business Objects by collaborating with internal customers to provide Business Intelligence solutions.
  • Worked with internal customers to define report requirements, and build the report solution thereby automating majority of them.
  • Analyzed salary data and job roles to determine hourly rate charged to internal customers for IT services.

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47. Client Accounts

low Demand
Here's how Client Accounts is used in Reporting Specialist jobs:
  • Processed dividend adjustments in client accounts to reconcile tax statement reporting.
  • Utilized MS Excel to help manage client accounts' derivatives positions, including forwards, futures, options, and swaps.
  • Reconciled client accounts to ensure that their account holdings matched trade and settlement statements.
  • Audited client accounts to confirm the accuracy of dividend restatements and cost-basis.
  • Posted accruals to client accounts.

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48. Ifrs

low Demand
Here's how Ifrs is used in Reporting Specialist jobs:
  • Supported departments include Investment Accounting, Treasury, IFRS, Statutory, and Tax.
  • Composed financial schedules as well as quarterly disclosures and comments as required by International Financial Reporting Standards (IFRS).
  • Detailed knowledge of IFRS Accounting.

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20 Most Common Skill For A Reporting Specialist

Procedures12.2%
Financial Statements7.7%
Customer Service6%
Data Analysis5.3%
Powerpoint4.8%
QA4.4%
BI4%
Ensure Compliance3.6%

Typical Skill-Sets Required For A Reporting Specialist

RankSkillPercentage of ResumesPercentage
1
1
Procedures
Procedures
12.2%
12.2%
2
2
Financial Statements
Financial Statements
7.7%
7.7%
3
3
Customer Service
Customer Service
6%
6%
4
4
Data Analysis
Data Analysis
5.3%
5.3%
5
5
Powerpoint
Powerpoint
4.8%
4.8%
6
6
QA
QA
4.4%
4.4%
7
7
BI
BI
4%
4%
8
8
Ensure Compliance
Ensure Compliance
3.6%
3.6%
9
9
Pivot Tables
Pivot Tables
2.6%
2.6%
10
10
Gaap
Gaap
2.4%
2.4%
11
11
Portfolio
Portfolio
2.2%
2.2%
12
12
HR
HR
2.1%
2.1%
13
13
Special Projects
Special Projects
2%
2%
14
14
External Auditors
External Auditors
1.8%
1.8%
15
15
Ensure Accuracy
Ensure Accuracy
1.8%
1.8%
16
16
Data Collection
Data Collection
1.8%
1.8%
17
17
Sharepoint
Sharepoint
1.8%
1.8%
18
18
Ad-Hoc Reports
Ad-Hoc Reports
1.7%
1.7%
19
19
Analyze Data
Analyze Data
1.7%
1.7%
20
20
Payroll
Payroll
1.6%
1.6%
21
21
Process Improvement
Process Improvement
1.6%
1.6%
22
22
Business Partners
Business Partners
1.6%
1.6%
23
23
Data Warehouse
Data Warehouse
1.5%
1.5%
24
24
Database
Database
1.5%
1.5%
25
25
Business Units
Business Units
1.4%
1.4%
26
26
Ssrs
Ssrs
1.4%
1.4%
27
27
Cognos
Cognos
1.3%
1.3%
28
28
Data Entry
Data Entry
1.3%
1.3%
29
29
Income
Income
1.3%
1.3%
30
30
External Customers
External Customers
1.2%
1.2%
31
31
VBA
VBA
1.2%
1.2%
32
32
Business Requirements
Business Requirements
1.2%
1.2%
33
33
SQL
SQL
1.1%
1.1%
34
34
General Ledger
General Ledger
1%
1%
35
35
IRS
IRS
1%
1%
36
36
Account Reconciliations
Account Reconciliations
0.9%
0.9%
37
37
Journal Entries
Journal Entries
0.9%
0.9%
38
38
SOX
SOX
0.9%
0.9%
39
39
External Clients
External Clients
0.8%
0.8%
40
40
Annual Reports
Annual Reports
0.7%
0.7%
41
41
ETL
ETL
0.7%
0.7%
42
42
Peoplesoft
Peoplesoft
0.6%
0.6%
43
43
Balance Sheet
Balance Sheet
0.6%
0.6%
44
44
FDA
FDA
0.6%
0.6%
45
45
New Reports
New Reports
0.6%
0.6%
46
46
Internal Customers
Internal Customers
0.6%
0.6%
47
47
Client Accounts
Client Accounts
0.5%
0.5%
48
48
Ifrs
Ifrs
0.5%
0.5%

10,444 Reporting Specialist Jobs

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