Attila Tóth
Budapest
Summary
10+ years experience in diverse financial roles within financial services, mainly in the banking sector.
Roles include Accountant, Financial Analyst, Controller, Management and Regulatory Reporting Specialist, Business Analyst. I have extensive knowledge across a wide range of financial processes, functions and products. I have CPA (Certified Public Accountant) certification and proficiency in IFRS (International Financial Reporting Standards).
I have demonstrated expertise in financial reporting processes, focuses on process enhancements, data quality improvements, automation and implementation of required changes, in addition able to prepare Business Requirement Documentation and manage the development phase collaborating with internal and external developer teams. Furthermore, I also have intense knowledge and experience with EBA Regulatory Reporting frameworks such as FINREP, COREP, and MNB reporting.
During the years I have gained my data analytics skills with proficiency in SQL and BI tools (Power BI, SaS Enterprise Guide). I am familiar with Agile Methodologies and SDLC, proficient user of Confluence and Jira.
Having proven track record as a project lead, managing multiple teams and stakeholders. I am skilled in facilitating communication between technical and non-technical teams.
I am always open to learn and committed to continuously adopting new technical skills to enhance my capabilities.
Overview
10
10
years of professional experience
5
5
Certifications
Work History
Lead Financial Reporting Specialist and Business Analyst
UniCredit
04.2023 - Current
- Deliver Business Requirement Documentation to Data Warehouse DWH developers
- Exploring development opportunities, supporting IT and process improvements
- Act as internal project Lead, coordinating multiple departments and external stakeholders/developers to achieve project objectives
- Manage change requests affecting regulatory reports
- Perform GAP analysis and develop solutions for improvement initiative
- Implement and maintain controls to ensure compliance with regulatory control framework
- Ensure timely production and submission of NBH local regulatory reports, including Securities-related reporting area and other liquidity reports
- Handle and respond to regulatory queries and communication with regulatory authorities
- Support national banking assessments processes such as ILAAP or other supervisory objective and thematic reviews.
Financial Reporting Specialist
Aegon
12.2021 - 03.2023
- Report directly to the Head of Group Reporting Managers and high-level management
- Perform monthly and quarterly analytical review of the key Regional Units financial reports
- Review and support the yearly budget planning, forecasting process
- Act as the process owner of Aegon's Press Release, driving continuous process improvement
- Take part in the Integrated Annual Report preparation and support the audit process
- Ensure data quality and integrity in all IFRS group reports, implementing effective automations where possible
- Manage and support the Group User Acceptance Testing (UAT) process for releasing changes in the group reporting system, ensuring smooth migration to the production environment
- Collect requirements from stakeholders for implementing planned group reporting changes and execute necessary report design or data model change in Tagetik
- Support the IFRS9/17 implementation process
- Prepare and present Group IFRS instructions to Reporting Units regarding new and/or changed policies, key performance indicators, and other relevant guidelines.
Senior Finance Business Analyst
Citi
08.2021 - 12.2021
- Prepare Business Requirements Documentation for a specific country
- Support and validate the data demand process and define the reporting data model
- Reviewing regulatory mapping and adjustments
- Collaborate with Technology teams and liaise with the Business-As-Usual (BAU) team to ensure consistent understanding and alignment of requirements among stakeholders.
Senior Financial Reporting Specialist
UniCredit
09.2018 - 07.2021
- Prepare Business Requirements Documentation for a specific country
- Support and validate the data demand process, define the reporting data model
- Reviewing regulatory mapping and adjustments
- Collaborate with Technology teams and liaise with the Business-As-Usual (BAU) team to ensure consistent understanding and alignment of requirements among stakeholders
- Produce and deliver monthly and quarterly financial and statistical regulatory reporting packages for both the group and the National Bank of Hungary (FINREP, Additional Liquidity Monitoring Reporting, MREL)
- Continuously working on to simplify and automate processes while improving data quality and controls related to the derivative and off-balance reporting stream
- Act as lead in global group project to implement a new liquidity reporting database, including performing related User Acceptance Testing (UAT) phases
- Continuously take effort to simplify and automate reporting process, enhancing controls and consistency between group and local reports
- Respond to regulatory queries from the Central Bank of Hungary, ensuring compliance and transparency
- Perform intercompany reconciliations and investigate any related discrepancies
- Support documentation of existing processes and contribute to business specification preparation
- Collaborate with various departments including Market Risk, Treasury, ALM, and DQM to resolve issues and ensure smooth operations.
Financial Reporting Intermediate Analyst
Citi
05.2017 - 08.2018
- Prepare financial (BS, P&L, etc.) and statistical reporting packages for Bank of England, PRA, FCA related to CBNA, CEP UK entities
- Collaborate with various departments within the covered country, including Financial Control, Treasury, Risk, and Technology, to address and resolve issues that may arise during the reporting process
- Maintain and enhance controls, which includes performing reconciliations, adjustments, and variance analysis, regulatory mapping reviews
- Provide clear business explanations to UK Legal Entity Controllers regarding queries raised
- Prepare the year-end regulatory fee calculation process for UK regulatory bodies (PRA, FCA, etc.), ensuring accuracy and compliance with regulatory requirements.
Accountant
AIG
08.2016 - 05.2017
- Manage full scale General Ledger accounting for EMEA entities (Local/US GAAP Ledger)
- Prepare, calculate, and post General Ledger and Sub-ledger transactions, and conduct monthly, quarterly, year-end closing activities in both Local GAAP and US GAAP ledger
- Perform reconciliation of Balance Sheet and P&L accounts
- Provide support during internal and external audit processes
- Collaborate closely with the corporate reporting department and local finance department to ensure alignment and accuracy in financial reporting.
R2R Accounting Analyst
GE
08.2015 - 08.2016
- Execute US GAAP general accounting tasks, including the preparation and posting of journal entries to SAP/ORACLE ERP systems
- Conduct month-end closing activities such as preparing and posting Manual Journal Entries, running reports, and reconciling Balance Sheet and P&L accounts
- Oversee daily control and monitoring of ERP journal feeds, ensuring workflow management efficiency
- Perform accuracy and compliance checks utilizing SAP BO, providing support to HQ/local controllership teams and other finance functions
- Participate in simplification projects aimed at enhancing operational efficiency
- Support internal and external audit processes with necessary documentation and assistance.
Financial Analyst
Morgan Stanley
02.2014 - 01.2015
- Process month-end close activities related activities, including calculating, preparing, and posting journal entries for accruals, prepayments, and expense allocations
- Prepare EMEA regional management report package for all levels of management, and provide commentaries for monthly and quarterly variances
- Present the monthly and quarterly result to the regional management and provide explanation regarding the variance, etc
- Conduct cost variance analysis and provide explanations for actual vs
- Budget and forecast discrepancies
- Perform reconciliation of Balance Sheet and P&L accounts to ensure accuracy and compliance
- Manage and perform ad-hoc report requested from the Management.
Education
Master of Science - Finance
University of Szeged
1 2012 - 1 2015
Skills
Microsoft SQL Server
undefinedCertification
Certified Public Accountant - Chamber of Hungarian Auditors
Timeline
Lead Financial Reporting Specialist and Business Analyst
UniCredit
04.2023 - Current
Financial Reporting Specialist
Aegon
12.2021 - 03.2023
Senior Finance Business Analyst
Citi
08.2021 - 12.2021
Senior Financial Reporting Specialist
UniCredit
09.2018 - 07.2021
Financial Reporting Intermediate Analyst
Citi
05.2017 - 08.2018
Accountant
AIG
08.2016 - 05.2017
R2R Accounting Analyst
GE
08.2015 - 08.2016
Financial Analyst
Morgan Stanley
02.2014 - 01.2015
Master of Science - Finance
University of Szeged
1 2012 - 1 2015
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