Financial Reporting Specialist

1 week ago


Cedar Rapids, Iowa, United States GreatAmerica Financial Services Full time
About the Role

We are seeking a highly skilled Financial Reporting Specialist to join our Portfolio Services Group at GreatAmerica Financial Services. As a key member of our team, you will be responsible for providing exceptional client service, analyzing financial data, and developing reports to support business decisions.

Key Responsibilities
  • Client Reporting: Serve as the primary point of contact for clients, providing timely and accurate financial reporting, and ensuring seamless communication with internal stakeholders.
  • Financial Analysis: Conduct in-depth analysis of financial data to identify trends, opportunities, and challenges, and develop recommendations to improve business performance.
  • Reporting and Dashboard Development: Design and implement reports and dashboards to provide stakeholders with critical business insights, and ensure data accuracy and integrity.
  • Process Improvement: Collaborate with cross-functional teams to identify areas for process improvement, and develop and implement solutions to increase efficiency and effectiveness.
  • Client Onboarding: Assist with the onboarding process for new clients, including setup of reporting, billing, and related journal entries.
Requirements
  • Education: Bachelor's degree in Accounting, Finance, or related field.
  • Experience: 1-3 years of experience in financial reporting, analysis, or a related field.
  • Skills: Proficient in Microsoft Excel, with a working knowledge of other Microsoft Office applications. Strong analytical and problem-solving skills, with the ability to prioritize tasks and manage multiple projects.
What We Offer

At GreatAmerica Financial Services, we offer a comprehensive benefits package, including competitive compensation, monthly bonuses, 401(k) matching, and paid time off. We also provide opportunities for professional growth and development, including tuition assistance, leadership development programs, and networking opportunities.



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