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Financial Analyst

2 months ago


West Hartford, Connecticut, United States Creative Financial Staffing Full time

Why this Investment Accountant opportunity with Creative Financial Staffing?

  • Work with a manager who values a great sense of humor and a positive work environment
  • This organization is a top-tier leader in the financial industry, known for its innovative approach and commitment to excellence.
  • Enjoy a flexible schedule with the option to work from home on the first week of every month.
  • Start with a generous 20 days of paid time off (PTO) and a comprehensive benefits package.
  • Be part of a fast-paced and dynamic team, working alongside top talent from Big 4 and national public accounting firms.
  • Take advantage of unlimited salary and bonus potential, with a strong focus on career growth and development.
  • Experience a hybrid schedule with flexible work arrangements, allowing for a better work-life balance.
  • Enjoy a VERY strong benefits package, including health, dental, and vision insurance, as well as a 401(k) matching program.
  • This organization boasts a very low turnover rate, indicating a stable and supportive work environment.

OVERVIEW OF THE ROLE: Investment Accountant

  • Prepare and deliver monthly investment report packages for STAT, GAAP, and IFRS, ensuring accuracy and timeliness.
  • Coordinate and schedule D regulatory reporting, ensuring compliance with all relevant regulations.
  • Perform account reconciliations, identifying and resolving any discrepancies or issues.
  • Respond to client inquiries in a timely and professional manner, providing clear and concise information.
  • Prepare and present monthly performance results of client portfolios, highlighting key trends and insights.

QUALIFICATIONS: Investment Accountant

  • The ideal candidate will hold a Bachelor's degree in Accounting or a related field.
  • The candidate will possess advanced MS Excel skills, with the ability to analyze and interpret complex financial data.