The document describes the responsibilities and accomplishments of a Financial Reporting Analyst from April 2013 to December 2015. Some key responsibilities included analyzing open receivables transactions to identify patterns of uncollected balances, determining process improvements, and preparing various reports. Some accomplishments were harmonizing aging trend reports for 5 lines of business, streamlining reports to be delivered faster, consolidating all aging trend reports into one template, and creating a net zero report.

1. Financial Reporting Analyst
04-13 to 12-15
Responsibilities
 Analyze openreceivable transactionstoidentifypatternsof uncollectedbalances
 Identify areastofocusforwork distribution andre-assignworkloads
 Determine processimprovementsbasedon analysesof uncollectedbalances
 Analyzesopentransactionstoexplainchangesinthe agingbucketsandidentify“Top”balances
for eachline of businesstofocusoncollecting. Maycommunicate/collaborate with
UnderwritersandOperationstoobtaintheir assistance
 Preparingvariousdaily,weekly,monthlyandquarterlyreceivablesandoperationalmetric
reportsand analysestoprovide requiredinformationtoBilling&Collectionteammembers,
managers,seniorleadersandglobal leaders
 Performvariousdataqualityreviewsandtake corrective actionsincluded(butnotlimitedto)
balancinginvoicestobookingsandenteringcorrectdue date inSAP. Analyze rootcause forthe
data qualityissuesanddeterminewhatneedstochange inthe process
 Assistwithotherprojectsandanalysesasassigned
Accomplishments
 HarmonizedAgingTrendreportsfor5 linesof business,improvingthe processandreducingthe
amountof time neededtocompleteby22%
 Streamlinedtwice monthlyreportfor3 linesof business,deliveringall the reportsone dayfaster
 Adjusted2linesof businesstoaccountforpaymentsbetweensystemcloseandcalendarclose
for consistencyinreporting
 Correctedall of the due datesfor international businesstomatchagent'scontract insteadof
systemissueddue dates
 Consolidatedall AgingTrendreportsintoone template,eliminatingthe needforseparate files
and eliminatingduplicateworkincopyingthemintothe CreditControl file.
 Changedthe agingbucketsfortwo linesof business,includingall of the historical data,toalign
withall otherreporting
 Reviewedpriorreportinginstructionsforeachline of business,removingredundantsteps,
eliminatingduplicatedcolumns,Vlookups,andcopy/pastefoundinthe instructions
 Createda NetZeroreportfor all 5 linesof business. Thisallowedteamtoclearall transactions
that netzero,inorder to meettransactioncountKPI