Financial Reporting Analyst
5 days ago
AllSTEM Connections is currently hiring a Financial Reporting Analyst for one of our clients in the banking industry.
Location: Boston, MA
Contract: 2 Months
Salary: $55/hr - $60/hr
Job Description:
The Mutual Fund Financial Reporting Associate (Assistant Vice President) President will be responsible for the overall management, staffing, organization and development of a team. He/she will be responsible for identifying complex fund issues and managing the delivery of services to clients, including meeting all regulatory deadlines.
Responsibilities:
- Continuously build and maintain effective working relationships with internal team members, as well as with other teams and clients
- Consistently demonstrate best-in-class client service
- Address and effect change with respect to client behavior issues
- Review and deliver client-specific reporting
- Review and deliver regulatory reporting, such as financial statements and regulatory reports
- Act as liaison between client and external vendors (e.g., printer)
- Actively participate in internal and external audits
- Provide guidance to and train team on changes to regulatory requirements
- Manage tasks and assignments to meet client SLA and other deadlines, and escalate concerns to direct manager
- Manage client SLAs and delivery of KPIs
- Represent Financial Reporting operations internally on cross-product project teams
- Support client training initiatives, particularly to maximize client self-service (e.g., VPR, NXT)
- Provide guidance regarding treatment of complex financial transactions and financial statement disclosure
- Act as a primary contact for client inquiries, requests, and ad hoc projects relating to financial reporting
- Develop and implement an internal project plan for fund and client events
- Develop and implement a production calendar for financial reporting cycles
- Recommend adjustments and improvements to departmental / team procedures and applicable system enhancements
Qualifications:
- Ability to work independently and multi-task in a fast-paced environment
- Advanced analytical, prioritization, organizational, and time management skills
- Excellent customer service skills with attention to detail
- Team player with the ability to work productively within a group
- Leadership and staff development skills
- Excellent verbal and written communication skills
- Problem solving / issue resolution skills
- Control focus with an understanding of operational risk
- Knowledge of business processes, procedures, and systems including downstream impacts
- Exposure to derivatives accounting and reporting
- Proficient using Microsoft Project, Word, Excel, and PowerPoint
- 8+ years of Financial Reporting, Fund Administration, Accounting and/or Custody experience, preferred
Bachelor’s Degree (Accounting or Finance preferred) or equivalent experience
Apply for this great opportunity today
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