Financial Reporting Specialist
5 days ago
We are seeking an exceptional Financial Reporting Specialist to join our Investment Management Operations function at The Rockridge Group.
Job OverviewThe Financial Reporting Specialist will be responsible for overseeing the production, review, approval, distribution, and retention of client reports. This role requires a detailed individual who thrives in a deadline-driven environment and is team-orientated and collaborative to deliver on work projects.
Key Responsibilities- Report Production: Independently produce global standard and custom client reports utilizing Excel skills to assist in solving complex problems and enhance current workflow and functions.
- Collaboration: Collaborate with Client Service teams on new and existing client reporting requirements and requests.
- Quality Control: Maintain quality control, ensuring on-time delivery and report accuracy.
- Data Flow: Coordinate information and data flow into and out of the report production process.
- Bachelor's Degree: A Bachelor's degree with a minimum of 1 to 2 years of work experience. Experience in investment management or financial services environment preferred.
- Problem-Solving Skills: Problem-solving skills and demonstrated ability to take initiative.
- Attention to Detail: Attention to detail resulting in the production of consistent and quality work products.
- Time Management: Advanced time management skills resulting in the effective delivery of information for ad-hoc requests while continuing to perform day-to-day operational responsibility at the highest level.
- Advanced Excel Skills: Advanced Excel skills (Macros, Advanced Formulae, Functions, Conditional Formatting)
- Large Data Sets: Experience with large data sets and database relationships.
This position offers a competitive salary of $80,000 - $100,000 per year, depending on experience, as well as a comprehensive benefits package including health insurance, retirement plan, and paid time off.
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