Financial Analyst

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.

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.