Financial Reporting Analyst

Found in: Appcast Linkedin GBL C2 - 2 weeks ago

Boston, United States AppleOne Employment Services Full time

The Mutual Fund Financial Reporting Associate (Assistant Vice 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:

  • build and maintain effective working relationships with internal team members, as well as with other teams and client
  • demonstrate best-in-class client service
  • and effect change with respect to client behavior issues
  • and deliver client-specific reporting
  • and deliver regulatory reporting, such as financial statements and regulatory reports
  • as liaison between client and external vendors (e.g., printer)
  • participate in internal and external audits
  • guidance to and train team on changes to regulatory requirements
  • tasks and assignments to meet client SLA and other deadlines, and escalate concerns to direct manager
  • client SLAs and delivery of KPIs
  • communicate with client regarding potential service issues
  • Financial Reporting operations internally on cross-product project teams
  • client training initiatives, particularly to maximize client self-service (e.g., VPR, NXT)
  • guidance regarding treatment of complex financial transactions and financial statement disclosure
  • as a primary contact for client inquiries, requests, and ad hoc projects relating to financial reporting
  • and implement internal project plan for fund and client events
  • and implement production calendar for financial reporting cycles
  • adjustments and improvements to departmental / team procedures and applicable system enhancements
  • team inbox for queries and identify appropriate responsible party; respond to client inquiries
  • with the overall management, staffing, organization, and development of a team including hiring, training, development, and performance management
  • escalate, and remediate issues


Qualifications:

  • to work independently and multi-task in a fast-paced environment
  • analytical, prioritization, organizational, and time management skills
  • customer service skills with attention to detail
  • player with the ability to work productively within a group
  • and staff development skills
  • verbal and written communication skills
  • solving / issue resolution skills
  • focus with an understanding of operational risk
  • of business processes, procedures, and systems including downstream impacts
  • to derivatives accounting and reporting
  • using Microsoft Project, Word, Excel, and PowerPoint
  • years of Financial Reporting, Fund Administration, Accounting and/or Custody experience, preferred
  • Degree (Accounting or Finance preferred) or equivalent experience

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