Having 5.10 Years of Total Corporate Experience in Which 3.8 Years of Experience in (EPM) Hyperion Financial Management (HFM), FDQM and Financial Reporting Studio (HFR) (9.3.1 & 188.8.131.52).
Experience in Implementation ,Production Support and Maintenance of various applications using Hyperion Financial Management, Hyperion Financial Data Quality Management and Hyperion Reports.
Expert in Meta data building for all business domains.
Good knowledge in US GAAP&IFRS GAAP and reporting specially statements of Balance sheet, Income statement and Cash flow reports generating of financial statements in HFR as per client requirement.
Have experience in FDQM to create mapping from source to target, import formats, setup locations and initiate the workflow when required to process the data to Applications and validate.
Supporting the client through ticketing system from the customer portal dashboard for all type of HFM related issues based on priority.
Making necessary changes in the metadata ,forms and grids as per the business requirement.
Providing regular supporting actives i.e.. user access requests & smart view issues.
Users list reconciliation,Disc space checking, create ticketing metrics and presentation for every week tickets status.
Involved in application monitoring, application logs Extract, Data Auditing and Task Auditing Extract.
Experience in preparing Service review report for client escalation.
Prepared SOP documents for HFM&FDM.
• Working on US companies on company’s tool SC (SuperCore) and voyger .
• Extracting financial information and presenting it in a simplified manner, so that the clients can access the relevant information.
• Analysing various financial statements including balance sheet, income statement and statement of changes in net assets, schedule of investments, cash flow statement, shareholders’ interest, financial highlights and notes to financial statements.
• Maintaining the Balance between the Timeliness & Quality so that the client can get the required information within short span of time.
• Sourcing the information from various company filings like Annual, Quarterly, Immediate Press Releases & DEF14 proxy from SEC, OTC, Business Wire, COS web sites (FDS FactSet product) .
• Analyze the corporate actions like Mergers & Acquisitions. Stock splits, spinoffs, dividends & rights issues.
• Working on Commercial and Bank profiles.
• Handling client RPD’s.
• Working on Prospects (IPO companies).
• Trained on XBRL.
• Involved in GSO, JBW and S&P 500 Companies Projects.
A typical day of a Management trainee starts with opening the mail box and identifying the pre-assigned tasks that would come in the entire day, it would include timely preparation of day on day reports, monitoring a group of individuals coming up with new ideas and innovations and addressing to various issues of both clients as well as the employees working under you. There is a lot of learning from all the tasks you get to know about the operations, the type of people their skills understand how to utilize them and most of all there would be time to raise questions which would be answered by upper management. The Hardest part of the job is when there is a multiple time bound projects and queries coming up at the same time, you might feel sometimes the restlessness part of it. But yet at the end of the day where will be colleagues who would appreciate your work and cherish you being there.
Constant learning and Productivity focused environment
Everyday the work of an Equity research analyst is to provide the detailed financial data obtained from the company filings with full accuracy. The most enjoyable part of the work is that it involves constant learning, and it is very interesting as how a company earns revenues and tries to increase through various activities like investing, mergers, acquisitions etc. It demands focus and attention and keeps the mind engaged as detailed analysis is required for all the financial statements. The difficult part of the job is the differences in approach of all the analysts and. The analysis and understanding differs from analyst to analyst and sometimes its difficult to agree on one conclusion. However, the work makes an analyst to be more sharp and very accurate, giving attention to the minute details given in the document.
The very first day i joined with my team at Factset was a typical day. I was asked various personal questions and got appreciated for my straight answers.
As it was my career start I learned so many things and became a senior in very short period of nine months.
Our leaders has always brought us vision, inspiration and challenges, these things count for nothing without the efficient implementation brought by good management.
Helping and hardworking co workers has always been motivating and friendly which helped me achieve my targets.
The hardest part of my job was work without fun. :)
The most enjoyable part of the job was the fun sessions conducted on weekly basis. The sessions involved various funny activities, games etc. The free time after the deployments when we don't load up with work pressures.
Great work-life balance, payment for OT, Open-door policy of management etc.
A good place to work for those looks for work-life balance. Professional management with open-door policy. Worked here for 7 years and never had issue for a leave. Pays for OT. pick n drop facility. Quarterly/semi-annual outings for teams. Friendly atmosphere in teams. Very good promotional policies (less extent of supportism), lots of growth opportunities. Lot more positives in transport, food, health benefits, regular coaching sessions on topics such as Quality, management, professionalism. Go simple n dignified on dress code.
ProsWell planned transport, lunch, open style management, growth opportunities, team building activities
ConsTough on disciplinary actions, favoritism to an extent
1. My day starts with log-in and first with allocation of work to team members, preparation of done status report, discussion with Team Lead about work flow, followed by core work (cleansing of cos.) along with providing support of Jr.'s, Error fixation of previous day's work which done quality check (if any), Lunch Break, assignment of internal additional software work, sign up the allotted work and lastly log-off.
2. A lot from being college geek to becoming gentleman (who can module himself as per the requirements)
3. Very Moderate and Vivacious
4. Incredibly generous
5. I guess nothing (I emphasis on positives)
6. To be part of Fun activities and also my first Big Bonus (not respected it was a surprise)
Extracting corporate information and presenting it in a simplified manner, so that the clients can access the relevant information.
Collecting the fundamental information and analyzing financial reports (Income statement, per share data, cash flow, balance sheet, geographic and business analysis) of listed Japan, U.S companies.
To provide timely and accurate information about the company's financial position to the clients.
Providing information useful to calculate the financial ratios, to the clients for better understanding of company's financial position.
I have updated profile companies like commercial,insurance bank etc
Analyzing financial statements and public records such as prospectus, annual and interim statements of companies. This analysis is too useful to determine the value of the company's stock earnings and net worth according to the policies.
Perform quality control reviews of financial analysis and trigger analysis Develop reports, presentations, and templates to drive uniformity of reporting across the organization
Identify client needs and successfully deliver solutions that meet those needs achieving quality results regardless of complexity
Reviewing peeks work and mentoring them to achieve their targets in a
I got to know many things while working here.
At my level ,i have to handle a team of 13 members .It is very well done with the assistance and guidance from our manager.
We conduct regular sessions to team to help improve motivation towards work.
I have learnt how to develop good bounding with team members.
Regular basis skill improvement sessions are conducted such as communication enhancement program,6 sigma -yellow belt training,stress management,health check programs.
At times we have fun session to avoid stress.
I worked at FactSet for 15+ years. Was fiercely loyal, deflected competitors overtures for years. I worked up through several positions but not management, and did fairly well.
One Friday this March, I was let go. I was told it was a reevaluation of company priorities, future investment, etc. Reality was it was just cost cutting. I had grown too old and expensive, and recent process improvements I had made to my product line basically "improved" myself out of a job.
I could have easily moved to another position. When I questioned the reason for termination, noting the above, the director of product development actually sat there with a cocky grin on his face and said no can do. Squirming to keep from wetting himself, the coward jumped up and left me with the HR rep to finish it off. No "I'm sorry, this is hard in me as well" or any of that nonsense.
I blame myself for being so loyal to a company for so long and not moving on sooner. I had been so good at my job that I allowed myself to get pigeonholed into such a narrow role that I'm finding it almost impossible to convert into a new position.
So in some regards, when I lose my house and my family is evicted, I will place the blame on FactSet. But on the flip side, this experience has taught me to never be that loyal to another firm again. I will only be focused on the job at hand, and will be constantly looking for that next position.
I would strongly recommend anyone considering a non-e
ProsMedical benefits are great especially for a family
ConsMost middle management never worked anywhere else, Director level and above are now only concerned with their cost cutting bonuses, Product management is being moved overseas too heavily
Great Place for Early Career, Managers are Terrible
It is a great place for consultants, engineers, specialists, and developers in their early career, but as one moves up the ranks, it becomes harder to grow, learn, and get to the next level.
Managers are mainly promoted based on longevity and not actual performance or management skills. Many Managers do not know how to manage teams and do not know how to be good mentors for their teams. For example, guiding staff and giving them increased responsibilities. In addition, some Managers expect their staff to learn only from RPDs (questions that were previously answered by other FactSet staff) instead of directing them to the topics that they should learn that would be useful for their roles. Learning from RPDs is mostly like walking a horse to the water fountain, instead of giving the horse the tools and directions so they can figure out their own way to the water fountain. Hey, maybe the Horse will find a better way by thinking critically through the problem. When someone does find a better way and offers the information to their Managers, nothing is really done. The Managers want to continue doing it the same old way.
Teams are treated very differently not only Consultants versus Engineers, but also within the groups such as a Product Developer for one team versus another team. This includes events organized and the way that promotions are given, as well as bonuses. They have an educational assistance policy that is suppose to be available for all the staff, but they have a '
Friendly workplace with some bad development practices.
The company has a relaxed work environment for software engineers and allows it's workers to pursue a healthy work life balance. The managers and other employees are generally amicable. Working hours are fairly flexible and people can work from home when they need to.
Apart from some notable exceptions much of the company operates with a poor development philosophy with very little emphasis on testing, documentation or QA. There seems to be more pressure to get stuff released then to get it released properly. In the long run this reduces stability and productivity. I think this is down to poor management and the way in which people given recognition.
Another issue with FactSet is the way it handles on call duties. It requires members of staff to be on call and available to deal with any problems with out any additional remuneration. Time off in lieu is often given on an informal basis but given the relatively meagre salary compared to competitors I don't think this is enough. Having to respond to an emergency over a bank holiday visiting family is not equal to a single day off in the week.
ProsFree lunches, flexible working hours
ConsPoor development practices, unpaid on call duty
When I joined in 2014 it was a stellar company and the people were great... many of the people who made Factset what they are today we’re awesome and fun to work with. However many are no longer there. If you take a job there be sure they don’t pigeon hole you or else you will find yourself looking for a new position. The new management has become bean counters and always looking to cut employees for the sake of the stock price. Unfortunately, this is the new corporate world we live in. No real thanks for putting in numerous hours and weekends away from your family. It used to be really great place but the culture has slowly deteriorated and it’s hard to find anyone knowledgeable about their systems and data because many of those people have been let go. I enjoyed my job there and was very disappointed that they let someone with my Database background go because trust me.... no one understood RDBMSs there, I felt like I was on an island. I guess it proves the people really are the company You do the math and I’ll leave it at that.
ProsWork life balance ; locations, telecommuting
ConsSenior Management, technology discipline, performance management system, no visibility, no formal training
A lot of people leave because of repetitive work. It really depends on thr team you are joining. Some have very boring jobs, but others have exciting ones. The management as well—some teams have very generous managers, some teams are managed by hellspawns.
For a multinational firm, it gives a measly salary to entry-level employees. You have to be really good to secure a promotion. They won't hesitate to kick you out of the firm if you fail to reach your targets/management's expectations. They also need to invest in better equipment. The monitors/mouses/keyboards are almost 10 years old.
It has the most generous HMO program I've ever encountered so far. Transportation to and from the office is also provided depending on your shift.
Very multicultural environment, though the majority of positions are filled by fresh grads/young people. Maybe because most jobs in the Philippine office are entry level. You also can't help but hate some of the people who are working here because of their lack of professionalism, but I can't blame the company for that.
ProsFree merienda, transport shuttle, healthcard for you plus two dependents, free drinks, utensils, 24/7 housekeeping....
Good people, but deteriorating culture due to poor infrastructure and management reorganization.
FactSet has some excellent people and prides itself on being a great place to work, but is going through a structural reorganization which is stressing the company and devastating employee morale. This reorganization has been going on for way too long - over a year and they are losing good people because of it. The firm's revenue model is over-exposed to the investment management industry. Revenues are suffering due to some major shifts in the asset management industry, like the evolution from active management to indexing (passive management) and lower investment fees overall. FactSet relies on older technology (workstation) and has severely limited financial instrument reference data, particularly in fixed income and OTC derivatives, as well as a virtual lack of real time markets related trading data.
Prosfree lunch Monday through Thursday
ConsVery low employee morale, lack of investment in new technologies and reference data and shifting business priorities
Vice President of Marketing | Norwalk, CT | 21 Feb 2015
Talented employees and strong culture drive results
When I began at FactSet I was employee #140 -- and I now have over 6,500 global colleagues! I have always appreciated the smart and entrepreneurial culture, which the firm has retained in spite of its significant growth.
Today, my team develops and executes the global marketing initiatives that build adoption for the firm's brand and major workflow solutions. We also manage the channels that drive internal communications. Our initiatives are a mix of strategic and tactical projects and require significant collaboration with peers across the organization.
My colleagues are smart, driven leaders and the culture encourages risk-taking and new ideas. Over the course of my career, I've been able to identify, and then lead, initiatives to grow the business and drive the culture. Being able to positively impact the firm by connecting independently-defined initiatives with corporate goals is the most enjoyable part of my role.
ProsSmart employees, strong benefits and company culture
Questions And Answers about FactSet Research Systems
Why did you leave your job at FactSet Research Systems?
Asked 26 Mar 2017
Stretch working hours in peak time.
Answered 26 Jun 2020
Becoz my home was to far frm our company so that he told that to resign me
Answered 9 Dec 2017
What questions did they ask during your interview at FactSet?
Asked 20 Jan 2018
Finance related questions
Answered 14 Dec 2022
Reason of leaving previous job.
Answered 8 Jan 2020
Factset will provide jobs for freshers.?
Asked 18 Oct 2018
Yes, FactSet provides job opportunities for freshers as well with basic finance knowledge
Answered 10 Nov 2022
Brush up financial accounting concepts
Answered 23 Mar 2020
What is the company culture at FactSet?
Asked 28 Jun 2018
It was good and will be helpful to go ahead in future
Answered 18 Jun 2019
Inclusive, employee centric, opportunity to learn and grow
Answered 28 Sept 2018
If you were to leave FactSet, what would be the reason?