Financial Reporting Analyst

Resume posted by kollj3 in Banking.

Desired position type: Full-Time
Location: Athina, Athens Decentralized Administration of Attica, Greece

Contact kollj3

Summary

Financial reporting analyst with more than 26 years banking experience primarily in the areas of finance and MIS. Aiming to utilize my strong numerical and analytical skills to achieve the goals of your company

Education

EDUCATION
Postgraduate Diploma in Management Studies
(DMS)
University of Staffordshire
1991 – 1992

Bachelor in Electronic Systems Engineering (B.Eng)
University of Essex
1987 – 1991

Experience

Piraeus Bank
Financial Analyst, IT Governance Oct 2019 – Dec 2020
• Preparation of monthly and annual IT activity reports. Analysis of performance, budget and statistics of projects and incidents allocated to IT units. Data retrieval through internal databases and systems.
• European IT Benchmarking in Banking (BOSTON Consulting Survey). Analysis of all data requirements through systems and with the cooperation of relevant units and departments.
Financial Analyst, RBU strategy Apr 2015 – Oct 2019
• Analyzing information needs required by the various RBU units.
• Design and implementation of all internal and external data reporting requirements.
• Monitoring of daily NPL formation progress with respect to budget and assisting units in areas of improvement

Panellinia Bank
Financial Analyst, MIS Oct 2009 – Apr 2015
• Responsible for the overall preparation of the Bank’s annual budget, forecast, 5-year strategic plan and monthly MIS profitability analysis.
• Implementing various IT system improvements and assisting the finance department in a number of daily, weekly and monthly reporting requirements to the Bank of Greece.
Hellenic Bank
Financial Analyst, MIS Nov 2000 – Oct 2009
• Responsible for the overall preparation of the Bank’s annual budget, forecast, 5-year strategic plan and monthly MIS profitability analysis
• Analyzing the evolution product & currency interest rates within the bank, as well as locating break-even dates for new branches.
• Project Manager for the implementation of MIS Software in Greece (IPS Sendero).
• Cooperation with branch managers for the improvement of their profitability.

Barclays Bank
Account Officer, Personal Banking Oct 1998 – Oct 2000
• Supervised the daily operations in a retail branch, including branch sales, business development and customer service.
• Counseled clients with regard to their borrowing and investment needs through a variety of products including mortgage loans, mutual funds, bonds, stocks etc.
Financial Analyst, Personal Banking Nov 1996 – Sept 1998
• Responsible for the overall preparation of the annual budget & forecast for Retail Banking (branches & Private Banking), 5-year strategic plan and monthly MIS profitability analysis.
• Personal Assistant to the Personal Banking Manager.
• Project manager for Personal Banking systems upgrade.
• Participated in the design of accounting procedures and overall profitability of a newly designed weekly investment product in cooperation with the Finance Manager.
• Took part in the preparation of the ALCO Minutes.
Limits Analyst, Financial Institutions Group Sept 1995 – Nov 1996
• Control of the overall exposure of Barclays Bank in Greece with respect to domestic and foreign financial institutions. Statistical analysis of limits held by various departments including Treasury, Securities & Transfer’s departments.
• Preparation of annual reviews for all those domestic financial institutions seeking the establishment new limits or the extension of current limits and communicating these to UK.
• Responsible for the generation of monthly banking reports summarizing local economic and political changes within Greece to interested parties particularly in the UK.
• Assisted in the centralization of the Transfers department in cooperation with the Operations Manager.
Back-Office, Treasury Apr 1994 – Sept 1995
• Reconciliation of M/M & F/X transactions (S/W “Conform”).
• Accounting entries & confirmation of deals with relevant parties.

Skills

  • Numerical Analysis
  • Data Analytics
  • Hyperion Planning
  • General Ledger
  • IPS Sendero – Tranfer Pricing
  • COMPUTER SKILLS
  • Excel
  • Word
  • Access
  • SQL

Spoken Languages

    - Greek: Native - English: Fluent