Financial Reporting Analyst

3 weeks ago

Chicago, United States Covenant Trust Company Full time

Join a company that is making a difference, and where contributions are recognized and valued.

At **Covenant Trust Company**, we serve families and institutions with a full suite of trust services, including investment management, financial guidance, and gift and estate planning. We thrive on helping our clients to achieve their purposes and make a difference in the world around them.

We are a non-depository trust companychartered in 1988 and regulated by the Illinois Department of Financial and Professional Regulation, Division of Banking.

**Position Summary**

The **Financial Reporting Analyst** is an integral part of the institutional services team at Covenant Trust Company. This position leads multiple aspects of the team including the examination, analysis, and interpretation of accounts; reporting; research; communications; regulatory compliance; and presentations. The Financial Reporting Analyst provides routine supervision, direction, and support to the Associate Financial Reporting Analyst.

**What we look for**:

- Bachelor’s Degree with business, finance or accounting concentration, or other appropriately related field.
- Two-years relevant experience; Trust Operations background preferred.
- Proactive with the ability to work both independently and collaboratively with colleagues, end-users, and with external vendors.
- Strong communication (oral and written, English) skills.
- Excellent customer service skills; excellent interpersonal skills for a quality working relationship with client organizations, Covenant Trust staff, vendors, and other service representatives.
- Excellent organizational skills as well as the ability to manage multiple tasks efficiently and accurately.
- Ability to learn and utilize multiple company systems. Proficiency with Microsoft Office (Outlook, Word, Excel).
- Ability to work in a high volume and fast paced environment, handling multiple deadlines and multiple projects in a timely and professional manner.
- Commitment to on-going training and development.
- Exercise confidentiality and discretion.

**Position Details**

Reports to the Vice President/Chief Operating Officer

Full-time, exempt (salary $70k), benefit eligible

39 exempt full-time employees, 3 non-exempt full-time employees

Monday through Friday work schedule with flexible daytime hours

3-days per week in the Chicago office and 2-days remote (after a period of orientation)

**Excellent benefits** including choice of three medical plans; prescription drug coverage; dental; vision; employer paid life and disability; structured bonus; 401(k) with employer match; 11 paid holidays; PTO; paid volunteer time off; voluntary benefits include accident and critical illness, auto and home insurance, pet insurance, identity theft protection; pre-tax commuter benefits.
- **Equal Opportunity Employer**_

Pay: $70,000.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
- Tuition reimbursement
- Vision insurance

Schedule:

- Monday to Friday

Work Location: Hybrid remote in Chicago, IL 60604

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