TA Analyst Resume Sample
Rhiannon Abshire
2912 Lubowitz Mews,
Los Angeles,
CA
+1 (555) 297 3064
Work Experience
Senior TA Systems Analyst
09/2017
-
PRESENT
New York, NY
- Your detail-oriented thinking with strong organizational skills
- Your excellent communication & time management skills
- Work closely with FTT to automate routine reports in order to create bandwidth for moving basic reports to the next level
- Create a single version of truth (40%)
- Eliminate usage of duplicate sources referencing similar data
- Streamline reports to reduce number of reports reporting the same data
- Work with teams to understand reasons for internal referencing of different numbers pointing to the same parameter
TA Analyst
04/2015
-
05/2017
New York, NY
- Create a data dictionary ensuring international and India teams have a ready reference of all data points, parameters and understanding of source with modifications done for reporting, with reason
- Perform analysis and research key drivers for the business unit relating to quality standards (e.g. ITR/ICR reviews and analysis, NQR scores)
- Support the TA service model and ongoing corporate objectives by analyzing data and identifying trends in an effort to create improvement opportunities
- Develop and implement new/updated policies and procedures, system enhancements, and/or other business solutions to ensure continuous improvement
- Gather and develop various communication pieces to update and report on specific business unit topics (e.g. quality trends)
- Create and maintain databases to collect and analyze data to produce applicable reports and provide updates to business unit leadership team and staff
- Act to ensure that the administration of our accounts complies with these through in-depth evaluation, impact analysis, recommendations, and presentation of proposals. Includes the development, documentation, and communication of policy materials for the TA which are complete, accurate, and user-friendly
Securities Processing Analyst Maple Ta Rebadge
09/2009
-
10/2014
Dallas, TX
- Coordinate and oversee any change in policies, processes etc. that is needed to ensure continued compliance across all plan and product types
- Actively represent business unit in to provide compliance, procedure, industry best practices, and regulatory consultation and guidance. Serve as a technical resource related to legislative and regulatory issues
- Ensure completion of periodic compliance packages, promoter agreements, and other legal paperwork for trustees and government bodies
- Experience of training and coaching more junior staff
- Exposure to a range of fund types and clients
- Well-versed with preparation of SOPs/Process flow charts
- Strong domain knowledge is essential and understands the TA businesses
Education
University of Phoenix - Lenexa Learning Center
2004 - 2009
Bachelor's Degree in Business
Professional Skills
- Strong analytical skills and data-driven thinking"
- Excellent collaborative and team work skills
- Prior analytical experience viewed favorably
- Experience in designing and creating newsletters, website, in company facebook like pages
- Develop a strong understanding of the early development assets managed by the Alios team
- Prioritizes Competing business demands and identifies most critical need
- Effectively interact with various cross functional stakeholders
How to write TA Analyst Resume
TA Analyst role is responsible for training, travel, finance, integration, database, reporting, design, research, digital, modeling.
To write great resume for ta analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For TA Analyst Resume
The section contact information is important in your ta analyst resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your TA Analyst Resume
The section work experience is an essential part of your ta analyst resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous ta analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular ta analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative TA Analyst resume experience can include:
- Gain in-depth understanding of process flows, collect objective evidence and quantitatively substantiate areas where breakdowns/gaps exist
- Act as deputy to lead the team when the supervisor is not available and provide ongoing guidance to the team members when facing complex cases
- Perform analysis and research relating to service delivery metrics, quality standards, system issues, workflow and business continuity
- Keep ahead of industry developments – do industry mapping of digital offerings from time to time
- Supports operational requests as required
- Implement new/updated policies and procedures, system enhancements, and/or other business solutions to ensure continuous improvement
Education on a TA Analyst Resume
Make sure to make education a priority on your ta analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your ta analyst experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in TA Analyst Resume
When listing skills on your ta analyst resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical ta analyst skills:
- Organize a demanding workload and supervise staff effectively
- First rate verbal and written communications skills, displaying professionalism at all times
- Develop good rapport with other team/department members
- Communication (internal and external), experience with a market research firm would be an added advantage
- Solid knowledge of MS Office (Word, Excel, and PowerPoint)
- Very good knowledge of English – spoken and written
List of Typical Skills For a TA Analyst Resume
1
Skills For Senior TA Systems Analyst Resume
- Analyzing and paying expenses for transfer agent bank accounts. Resolving banking service issues and highlight bill exceptions to internal business partners
- Creating/approving monthly and ad-hoc management and business partner reporting
- Reviewing/approving high dollar transfer agent shareholder and expense payment wire transfers
- Reviewing bank account balances and calculating overnight investment of excess cash in specific transfer agent bank accounts
- Reporting cash requirements for shareholder check writing activity
- Updating and maintaining master list of authorized signers for transfer agents
- Developing and maintaining policies and procedures for the TA Treasury Operations team
- Allocating investment interest and bank account expenses to the Fidelity Group of Funds
- Assisting in any requests for information related to internal and external audit
2
Skills For Change Management Lead Business Analyst TA IOB Redesign Project Resume
- Maintaining working knowledge of the team’s User Developed Applications (UDAs). Performing routine maintenance and making updates to the UDAs when needed
- Responsible for providing solutions to optimize operating models
- Training new associates as needed. Leading by example and mentoring colleagues on the ability to analyze a problem, obtain and evaluate information and reach sound conclusions
- Exercise independent judgment consistent with the work being completed and within the department’s guidelines
- Need to be a quick learner with ability to acquire understanding of the digital offerings in a short period
- Serves as a lead business analyst for all areas of investment management and fund accounting operations
3
Skills For TA Senior Division Analyst Resume
- Analyses complex business requirements and provides solutions for operating models and implementation options
- Conducts detailed business analysis involving complex requirements and processes and presents results to the Client
- Conducts research on industry and other benchmarking data where appropriate
- Participate in Bank Relationship Management, to include
- Identify quality evaluation trends and communicate trends to management as they appear/occur
- Time management work responsibilities as technical issues arise, an increase in management inquiries, change in number or frequency of evaluations, etc
4
Skills For Securities Processing Analyst Maple Ta Rebadge Resume
- Use initiative and independent judgment to resolve issues
- Motivate team to produce results
- Perform maker and checker function in order to meet the client expectation
- Communication (internal and external); Knowledge of the Indian mutual funds industry and regulations involved therein (SEBI and AMFI guidelines)
- Work under strict deadlines and pressure of time
5
Skills For Business Analyst / Ta-mifid Resume
- Responsible for the acquisition, analysis and dissemination of subject matter knowledge
- Develops position statements on complex subject matter questions
- Collates and prepares weekly management information statistics
- Provide support to R&D functions in South San Francisco and Portfolio/compound support for early development assets
- Proactively partner with Functional Heads (DMPK/Tox, CMC, Clinical, and Research) to align financial targets, analyze the value of project investments, and address business issues
6
Skills For TA Treasury Operations Associate Analyst Resume
- Continuous Improvement: Defines the critical workflow for executing key processes and controls. Identifies and solves process problems that limit performance
- Work with other functions such as Project Management, Procurement, and HR in support of the business
- Manage all aspects of financial updates including Business Plan and Long Range Financial Plan, and ensure the accuracy and compliance of monthly forecasting and closing cycles
- Partner with Supervisors to deliver corrective training around skill identified training needs on a 1:1 or group basis including employees on a performance improvement plan
- Collaborates and partners with various teams to address and resolve business issues
- Provides business support and service by researching, validating, and confirming business needs. Facilitates user groups, forums, and meetings to identify and address ongoing needs
7
Skills For TA Div Analyst Resume
- Manage day to day operational performance of our digital offerings and mobile messaging systems - be the single point of contact for queries related to digital
- Take ownership of issues and follow problems through to resolution
- Develop service procedures, ensure policies and standards are met
- Analyse statistics and compile accurate reports as applicable from time to time
- Liaise with relevant stakeholders, raise defects as applicable and publish MI on regular basis
- Maintain current knowledge of new developments in the external digital space, regulations and industry practice , ensuring the appropriate application of these to enhance our digital offerings
- Peer Leading: Provides peer feedback, cross-training or subject matter expertise to others
8
Skills For Senior Financial Analyst TA Infectious Diseases Resume
- Knowledge of more advanced technology solutions (VBA coding to build/enhance macros, SQL database environments, data integration tools like Alteryx, advanced reporting tools like Tableau)
- Identifies potential impacts of the solution on all stakeholders. Coordinates business process analysis to validate needs. Applies critical thinking in a decision-making process. Maintains the development and implementation of any changes that occur within an initiative. Conducts assessment of risks and issues based on the various solution options
- Typically has 2-5 years related experience
- Related experience
- Knowledge of Windows and MS Office (Word, Excel, Access and PowerPoint)
9
Skills For TA Compliance Analyst Resume
- Knowledge of more advanced technology solutions (VBA, SQL, Alteryx, Tableau) would be an advantage
- Perform analysis (including charting and analytics) on key metric reports for the International TA function. Highlight changes, trends and business impact and provide meaningful and value added commentary
- Liaise with all International TA business units and business partners in other divisions to collect and validate performance metrics and financials
- Prepare regular International TA operational, service and support performance metric reports with the prescribed breakdowns by region, product, cost center and business line
- Actively support Senior International TA Management in developing business plans and strategies for International TA in keeping with overall objectives
10
Skills For TA Division Analyst Resume
- Provide regular roll up reports to the Global TA on all required metrics and financials
- Gather and develop various communication pieces to update and report on specific International TA topics (e.g. quality trends, volume statistics, etc.)
- Create and maintain databases to collect and analyze data to produce applicable reports
- Proactively identify customer needs, issues and trends; recommend process improvements that are consistent with organizational objectives to management team for approval, and implement approved solutions
- Lead or represent International TA by servicing as a project team member or liaison on corporate and Global TA wide initiatives
- Examine and communicate the impact of organizational changes (i.e. policy updates) or process improvements to staff
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