Client Reporting Services Analyst
4 months ago
About Collabera: Established in 1991, Collabera is one of the fastest growing end-to-end information technology services and solutions companies globally. As a half a billion dollar IT company, Collabera's client-centric business model, commitment to service excellence and Global Delivery Model enables its global 2000 and leading mid-market clients to deliver successfully in an increasingly competitive marketplace. With over 8200 IT professionals globally, Collabera provides value-added onsite, offsite and offshore technology services and solutions to premier corporations. Over the past few years, Collabera has been awarded numerous accolades and Industry recognitions including: • Collabera awarded Best Staffing Company to work for in 2012 by SIA. • Collabera listed in GS 100 - recognized for excellence and maturity. • Collabera named among the Top 500 Diversity Owned Businesses. • Collabera listed in GS 100 & ranked among top 10 service providers. • Collabera was ranked: • 32 in the Top 100 Large Businesses in the U.S. • 18 in Top 500 Diversity Owned Businesses in the U.S. • 3 in the Top 100 Diversity Owned Businesses in New Jersey. • 3 in the Top 100 Privately-held Businesses in New Jersey. • 66th on FinTech 100. • 35th among top private companies in New Jersey. Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance. Job Description Job Title : Client Reporting Services Analyst Work Location : 400, Howard Street, San Francisco, CA – 94105 Duration : 06+ Months (Possible Extension) Job Description: • Client Reporting Services (CR Services) is accountable for all aspects of our clients’ reporting experience, including the provision of market leading client reporting and effective client query management. • This position is located in San Francisco, reporting to the CR Services Director of the San Francisco Team. • Responsibilities include successful delivery of critical functions on a daily basis and partnering with global colleagues to create and advance a globally aligned vision and business model. Responsibilities will include (but are not restricted to) the following: Deliver a superior client experience via front-line client service to clients and related third parties, including fielding and responding to client queries and the creation of accurate and meaningful ad hoc reports. Analyze trends in queries to constantly improve service and client deliverables. Understand flow of client, market and fund information across BlackRock and external data providers. Configure new client deliverables, maximizing the use of existing processes and tools. Facilitate bespoke report creation through analyzing and researching client, market and fund data and related information. Oversee and ensure timely and accurate distribution of all deliverables, proactively communicating potential delays to clients. Constantly evaluate systems, processes and procedures for inefficiencies and make recommendations for improvement. Support various projects, including automation/standardization efforts and the evolution of standard deliverables. Understand the risk environment within the department – promote risk awareness, assessment and control. Requirements: BS/BA in business, finance, accounting, economics, or related field. MBA or CFA welcomed. Solid Excel skills. Keen interest in investment products and a preference of 1-3 years of financial services experience, especially investment management, communications or data visualization. Outstanding client service skills, maturity and judgment in dealing directly with clientele. Exceptional written and verbal communication skills are essential. Outstanding work ethic and willingness to contribute beyond the scope of one’s role to achieve team and firm objectives. Excellent attention to detail, extremely accurate and well organized. Strong analytical and problem solving skills with the ability to synthesize information, summarize issues and think outside the box. Sharp control/risk mitigation mentality with ability to know when to escalate issues. Ability to operate effectively under tight deadlines and to prioritize work with strong emphasis on time management. Able to exercise sound judgment and to appropriately document conclusions. Ability and desire to work in a team environment; willingness to ask questions but also to learn independently. Proficiency in Microsoft Office and an aptitude for learning new applications. Additional Information To schedule an interview, please contact; #J-18808-Ljbffr
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Analyst, Financial Reporting
4 weeks ago
San Francisco, United States DNA Diversity Executive Search Full timeAbout the Company We are a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We...
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San Francisco, United States Metis Search Full timeAbout us: Our client is a dynamic and growing boutique long/short equity fund that specializes in delivering superior risk-adjusted returns for a select group of institutional and high-net-worth clients. With a focus on rigorous fundamental analysis and a disciplined approach to risk management, we pride ourselves on our collaborative, results-driven...
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Financial Reporting OR SEC Reporting Analyst
1 month ago
san francisco, United States Diligente Technologies Full timeTitle: Financial Reporting Analyst/SEC Reporting AnalystLocation: San Francisco, CADuration: Contract (3+Months)Skills/Knowledge:Bachelor’s degree in accounting, Finance, a related field, or equivalent work experience is required. CPA, MBA, and/or Post-baccalaureate degree/certificate is strongly preferred. Minimum two years of applicable accounting and/or...
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Financial Reporting OR SEC Reporting Analyst
2 months ago
san francisco, United States Diligente Technologies Full timeTitle: Financial Reporting Analyst/SEC Reporting AnalystLocation: San Francisco, CADuration: Contract (3+Months)Skills/Knowledge:Bachelor’s degree in accounting, Finance, a related field, or equivalent work experience is required. CPA, MBA, and/or Post-baccalaureate degree/certificate is strongly preferred. Minimum two years of applicable accounting and/or...
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SEC Reporting Analyst
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San Francisco, United States Diligente Technologies Full timeTitle: Financial Reporting Analyst/SEC Reporting AnalystLocation: San Francisco, CADuration: Contract (3+Months)Skills/Knowledge:Bachelor’s degree in accounting, Finance, a related field, or equivalent work experience is required. CPA, MBA, and/or Post-baccalaureate degree/certificate is strongly preferred. Minimum two years of applicable accounting and/or...
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International Client Service Analyst
3 days ago
San Antonio, United States AllianceBernstein Full timeWho you'll work with: As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our...
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International Client Service Analyst
3 weeks ago
San Antonio, United States AllianceBernstein Full timeWho you'll work with: As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our...
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Financial Reporting Analyst
3 weeks ago
san francisco, United States The Crox Group Full timePosition: Financial Reporting Analyst Location : San Francisco, CA -Local-hybridDuration: 6+ MonthsJob Description: -Prepare financial statements including annual and quarterly Securities and Exchange Commission (SEC) reports, eXtensible Business Reporting Language (XBRL), regulatory reports, and other types of reporting (internal and external). Provides...
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Financial Reporting Analyst
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San Francisco, United States The Crox Group Full timePosition: Financial Reporting Analyst Location : San Francisco, CA -Local-hybridDuration: 6+ MonthsJob Description: -Prepare financial statements including annual and quarterly Securities and Exchange Commission (SEC) reports, eXtensible Business Reporting Language (XBRL), regulatory reports, and other types of reporting (internal and external). Provides...
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Reports Specialist
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Business Intelligence Analyst
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Analyst
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Client Service Technical Lead
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Analyst
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San Antonio, United States Raba Kistner Full timeRaba Kistner, Inc. is a premier Engineering Consulting and Program Management firm. Our purpose is to build a better and more sustainable world for our employees, their families, our clients, and the communities we serve. Our Core Values are:Community “We care for our communities”Integrity “We act with integrity”Passion “We infuse passion into...
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