Job Description
Accounting / Finance - Full-time
The Financial Analyst is an integral part of a dedicated and highly skilled team, responsible for providing our clients and business partners with insightful information to support decision making, while contributing to a culture of teamwork, innovation, critical thinking and outstanding customer service. The role will support thought and process leadership in areas of treasury, data analysis, reporting, planning and forecasting.
Reporting Relationship:
Senior Financial Analyst
DUTIES & RESPONSIBILITIES:
- Understand and anticipate internal and external business needs and work with the team to address through robust financial reporting and analysis.
- Collaborate with the Finance team to manage financial data including proper review and reconciliation of information to ensure accuracy.
- Understand complex, multi-tier ownership structures and the impact of these structures on financial reporting and analysis.
- Interface with third parties to compile required data and information and problem-solve any variances or issues.
- Collaborate with the Finance team to maintain internal controls to prevent, detect and deter errors within the finance functions; participate in completion of the annual audit process.
- Prepare timely monthly and quarterly financial reporting packages for clients and management that share financial performance, valuable analyses, and high-level narratives.
- Assist with the preparation and review of journal entries and reconciliations of financial and investment activity.
- Create updated forecasts and other ad-hoc reports to improve overall understanding of financial position, business needs, and future opportunities.
- Maintain and administer cash flows by forecasting receipts and disbursements daily, weekly, and monthly for various accounts in multiple custodians.
- Initiate various types of cash requirements and disbursements across multiple custodians.
- Assist in various tasks related to monthly, quarterly, and annual closing processes.
- Effectively collaborate and communicate with others; attentively listen, ask questions, work well with others, and demonstrate a desire to be part of a team.
- Exercise sound judgment and an appropriate sense of urgency.
- Complete other projects and duties as assigned.
REQUIREMENTS:
- Bachelor’s degree in finance/accounting required.
- At least 3-5 years of experience with a strong focus in financial analysis and reporting; exposure to treasury services desirable.
- Dedicated and dependable with a positive attitude.
- Advanced analytical and problem-solving skills.
- High proficiency in Excel; experience with the implementation of reporting tools preferred.
- Advanced written and verbal communication skills, including the ability to effectively write reports and information.
- Ability to manage and prioritize multiple projects simultaneously with efficiency, strong attention to detail, and self-motivated approach.
- Strong interpersonal skills and the ability to build effective working relationships.
- Naturally inquisitive and the ability to anticipate needs.
- Proven track record of providing outstanding customer service with a professional, tactful demeanor.
ADDITIONAL REQUIREMENTS:
- Very occasional regional and national travel required.
- Must maintain the highest standards of professional conduct, ethics, and integrity in all operations.
- Uncompromised commitment to the highest level of confidentiality and sensitivity to privacy in all aspects of job responsibilities must be exercised at all times.
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