Financial Analyst Associate

1 week ago


Rockland, Massachusetts, United States Kelmar Full time
About the Role

The Audit Associate will be responsible for organizing, analyzing, and summarizing financial and non-financial information with attention to detail and accuracy. This role is a remote position with the option to work in our offices in Rockland, MA or Wakefield, MA.

Key Responsibilities
  • Documentation and Research: Join meetings to document discussion points and action items, draft memorandums and emails, perform holder research, prepare work papers, and other ad hoc analyses.
  • Analysis and Reporting: Initial review of documentation provided by unclaimed property holders, perform preliminary analyses of holder responses, prepare summaries, and present initial recommendations to management.
Requirements
  • Experience: Ideal candidate will have a minimum of one (1) year of relevant work experience, but may be willing to train.
  • Education: Associates or Bachelors Degree (coursework in accounting, business, economics, or finance preferred but not required); or equivalent work experience.
  • Skills: Experience reviewing and analyzing complex data sets and comfortable using advanced Excel analytical procedures (e.g., Pivot tables, VLOOKUP, logical formulas, etc.).
  • Communication: Ability to communicate well with internal and external parties is crucial.
  • Time Management: Demonstrates ability to prioritize and manage time efficiently, work on multiple assignments, manage ambiguity, and be adaptable to changing priorities and processes.
  • Leadership: Proactive and comfortable working individually as well as collaboratively in a group setting to meet team objectives.
  • Problem Solving: Demonstrates leadership, problem solving, and analytical skills with a strong attention to detail.
  • Learning: Displays motivation to learn and develop skills (i.e., self-starter).
  • Communication: Excellent verbal and written communication skills.
  • Culture: Positive contributor who values organization and professional culture.
  • Authorization: Candidates must be legally authorized to work in the U.S without sponsorship now and in the future.
Compensation and Benefits

Compensation for this role varies depending on several factors including work location, level of experience, and skill set. As required by applicable law, the hiring range for this position is $52,000 - $55,000.

In addition, Kelmar provides the following benefits:

  • Medical, Dental and Vision Insurance
  • Flexible Spending Plans
  • Basic Life, AD&D, and Voluntary Term Life Insurance
  • Disability Insurance
  • 401(k) Plan with Company Match
  • Paid Parental Leave
  • Paid Time Off
  • Tuition Assistance
  • Eligible for Discretionary Annual Bonus

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