Financial Reporting Analyst

3 weeks ago

Jacksonville, United States Mirador Full time
Company Overview

Grounded in Wall Street and enabled by technology, Mirador combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations throughout the United States, Western Europe, and Latin America. We are expanding rapidly with new clients and offerings, and as such are staffing to meet the need. Our firm is at the intersection of finance and technology.

There's a difference between being a part of an industry and taking an active roll in reimagining it. Our team is fundamentally changing one of the world's largest growing industries-financial reporting. Other companies may offer similar services, but we have no true competition. To learn more about the benefits of working for Mirador, please visit our website.

Position Overview

We seek diligent, detail-oriented professionals to join the team. You must be comfortable working in a dynamic, performance-driven, fast-paced environment, and committed to delivering a high-quality, accurate product on a time-sensitive basis. Your daily activities will be diverse, from setting up and maintaining the software applications we utilize, to assisting clients with issues, to special projects, to sales calls, to helping with all the non-related tasks associated with building an innovative firm. The role is a mix of finance and technology

Responsibilities

Financial Reporting & Data Aggregation tools
  • Analyze and explain portfolio performance results
  • Conduct account level reconciliation, including research and resolution of all breaks/cancels/corrects
  • Analysis of private equity & hedge fund statements for input into system
  • Data consolidation from multiple sources/custodians
  • Accurate and timely statement/data entry
  • Report generation
  • Work with clients and partners to resolve data issue
Develop and strengthen client relationships
  • Client on-boarding
  • Client account setup & training
  • Day-to-day support & issue management
Software maintenance & setup - you will become a subject matter expert in financial reporting software in the wealth management / family office industry. Tasks include:
  • System setup & configuration
  • New client setup
  • New financial account and asset set-up & classification
  • Data feed management
  • Create custom reports based on client-specific needs
  • Liaise with the vendor partners for enhancements, and system & data issues
Work as part of a team to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.

Establish operational effectiveness through the development/adoption of policies, procedures and controls.

Required Qualifications & Skills

Excellent customer relation skills and the ability to foster and maintain effective relationships.

Proactively assess and act upon client and company needs.

Well-organized and self-motivated with the ability to prioritize tasks and meet deadlines.

Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities.

Comfortable with technology, software tools & applications
  • Ability to learn new software quickly
  • Strong MS Excel & PowerPoint Skills
  • Basic knowledge of database concepts, and any type of programming
  • Good design skillsworking knowledge of Photoshop, HTML design or similar tools
Knowledge of various financial products and indices, particularly
  • Liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA
  • Alternative investments
  • Performance reporting calculations and methodologies
  • Portfolio management & rebalancing
  • How Family Offices, RIAs, investment advisors work

Critical thinkers, that possess strong-problem-solving skills and an ability to summarize information clearly and concisely, both written and verbally.

Devotion to collaboration and ability to thrive in a team environment while working independently.

Ability to learn quick & adapt to an expanding environment.

Bachelor's degree from a rigorous undergraduate program.

Competitive compensation based on qualifications.

Mirador is committed to a diverse and inclusive workplace. Mirador is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. By submitting an application for this position, I confirm that the information in the application and on my resume is accurate.

Please note that this position is not eligible for work sponsorship or visa sponsorship.

  • Statistical Reporting Programmer Analyst

    2 weeks ago

    Jacksonville, United States Fortegra Full time

    The Statistical Reporting Programmer Analyst is responsible for reporting financial and statistical data to insurance bureaus, state insurance departments, and other organizations for all lines of insurance. This position will develop methods and procedures to report quality data timely and efficiently (utilizing best practices of data management.) This role...

  • Statistical Reporting Programmer Analyst

    2 days ago

    Jacksonville, United States Fortegra Full time

    The Statistical Reporting Programmer Analyst is responsible for reporting financial and statistical data to insurance bureaus, state insurance departments, and other organizations for all lines of insurance. This position will develop methods and procedures to report quality data timely and efficiently (utilizing best practices of data management.) This role...

  • ISO - Business Analyst

    2 weeks ago

    Jacksonville, United States Fidelity National Financial Full time

    Overview Fidelity National Financial, Inc. (NYSE: FNF) is seeking an ISO - Business Analyst to join its Jacksonville, FL office. As a Business Analyst you will create detailed budgets, reporting and perform analysis from a financial and operational perspectives to provide insights to allow for management decisioning. FNF is a leading provider of title...

  • ISO - Business Analyst

    2 days ago

    Jacksonville, United States Fidelity National Financial Full time

    Overview: Fidelity National Financial, Inc. (NYSE: FNF) is seeking an ISO - Business Analyst to join its Jacksonville, FL office. As a Business Analyst you will create detailed budgets, reporting and perform analysis from a financial and operational perspectives to provide insights to allow for management decisioning. FNF is a leading provider of title...

  • Financial Analyst

    2 weeks ago

    Jacksonville, United States Kavaliro Full time

    Kavaliro's client is in search for a Financial Analyst for an onsite position in Jacksonville, FL. Key Responsibilities: Conduct annual financial forecasting and quarterly re-forecasts to present valuable insights to upper management and lenders, aiding...

  • Financial Analyst Specialist

    4 weeks ago

    Jacksonville, United States Jobs for Humanity Full time

    Company Description Jobs for Humanity is collaborating with FIS Global to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life. Company Name: FIS Global Job Description FIS Job Opportunity Financial Analyst Position at FIS Position Type: Full-time Type of Hire: Experienced (relevant work and education)...

  • Manager, Financial Reporting

    2 weeks ago

    Jacksonville, United States Creative Solutions Services, LLC Full time

    Job Description Preparation of financial statements and supporting schedules in formats required for U.S. and parent company reporting. Coordinate the preparation of requests from the external financial statement auditors for the quarterly reviews and annual financial statement audit. Manage preparation of managerial reporting, including but not limited to...

  • Financial Analyst

    3 weeks ago

    Jacksonville, United States Swisher Hygiene Full time

    Swisher is a leading lifestyle brand for adult consumers headquartered in Jacksonville, Florida. Our superior customer relationships, innovative thinking, and action have driven the company to grow and adapt for 160 years. The legendary company we are today is a result of our unrelenting drive to shape the experiences of tomorrow. As we shape the future, we...

  • Data Analyst Ii

    1 day ago

    Jacksonville, United States Ally Financial Full time

    **General information**: - Career area Administration- Work Location(s) 12808 Gran Bay Parkway West, FL, 17500 Chenal Parkway, AR, 2911 Lake Vista Drive, TX, 500 Woodward Avenue, MI, 601 S. Tryon Street, NC- Remote? No- Ref # 17458- Posted Date Tuesday, May 7, 2024- Working time Full time**Ally and Your Career**: - Ally Financial only succeeds when...

  • Client Reporting Analyst III-Pre-Paid Card

    37 minutes ago

    Jacksonville, Florida, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Financial Analyst

    4 days ago

    Jacksonville, United States Axelon Full time

    Financial Analyst - Fin Bus Support Job Description: This position is responsible for the post check activities for a large-scale client remediation. This position requires data validation, branch office communications, project status updates to management in regard to former client payments. The duties of this particular role include, but are not limited...

  • Finance Analyst III

    7 days ago

    Jacksonville, United States The Mayo Clinic Full time

    This is the third in a series of four finance analyst roles in a multi-site, multi-specialty academic medical center. Assures the integrity of financial and statistical data, via preparation or review of general ledger entries, reports, schedules, wo Finance Analyst, Finance, Analyst, Accounting, Banking, Healthcare, Financial, Clinic

  • Business Analyst

    4 days ago

    Jacksonville, United States The CSI Companies Full time

    Business Analyst Job description: CSI Companies is looking for a Business Analyst responsible for bridging the gap between IT and the business using data analytics to determine requirements and deliver data-driven recommendations and reports to executives and stakeholders. Business Analysts will research and review up-to-date business processes and new IT...

  • Business Analyst

    2 weeks ago

    Jacksonville, United States The CSI Companies Full time

    Business Analyst Job description: CSI Companies is looking for a Business Analyst responsible for bridging the gap between IT and the business using data analytics to determine requirements and deliver data-driven recommendations and reports to executives and stakeholders. Business Analysts will research and review up-to-date business processes and new IT...

  • Junior Financial Analyst

    4 days ago

    Jacksonville, United States Mirador Full time

    Company Overview Grounded in Wall Street and enabled by technology, Mirador combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family Offices, Wealth and Asset...

  • Data analyst

    2 weeks ago

    Jacksonville, United States Global Channel Management, IncGlobal Channel Management, Inc. Full time

    Data analyst needs 2 years’ experience Data analyst requires:  Contact Center Data Experience  Snow flake  ETL  Power BI  Tableau  Exp in Quick view lookup  Exp in Data Management  Understand Data in big volume  Nice to have Share point  Insurance or Financial services Preferred. Data analyst duties:  Analyze data, creating...

  • Financial Controller

    3 weeks ago

    Jacksonville, United States Fincantieri Marine Repair Full time

    Job DescriptionJob DescriptionSalary: Basic Purpose and Function:The Finance Controller is responsible for financial consolidation, reporting and analysis, business decision support, forecasting and budgeting, interfacing with other department leaders and all levels of the finance organization.  The Finance Controller provides support to both Corporate...

  • Security Risk Analyst

    2 weeks ago

    Jacksonville, United States Fidelity National Financial Full time

    OverviewPOSITION OVERVIEW The Senior IT and Security Risk Analyst is responsible for identifying and managing IT and security risks by independently conducting IT and security risk assessments and recommending effective risk management strategies. Collaborates with cross-functional teams and stakeholders to properly calculate inherent and residual risk...

  • Pricing Analyst

    7 hours ago

    Jacksonville, United States Baker Distributing Company, LLC Full time

    The overall objective of this position is to drive pricing, margin and general financial analysis at Baker. This role is responsible for driving pricing, margin and general financial analysis. This includes price/product optimization, pricing strateg Pricing Analyst, Pricing, Analyst, Skills, Business Services

  • Identity Access Management Analyst

    4 weeks ago

    Jacksonville, Florida, United States Fidelity National Financial Full time

    Overview: POSITION OVERVIEW Fidelity National Financial (FNF) is seeking an IAM Governance Analyst to join its Information Security Office (ISO). This position will be reporting to the Access Control Manager and will be responsible for overseeing access controls, policies, and procedures related to user identity and access within our organization, including...