Associate/Senior Associate - Value Financials
Core
Senior Associate supporting the Value Financials electronic template service (Workiva platform) by managing templates, delivering client onboarding/training, and providing technical support for accounts preparation software.
Role type
Senior Associate, hybrid IC/consulting role in financial technology operations
Builds
Electronic financial reporting templates and client support services for corporate service providers
Domain
Financial Services / Financial Technology / Managed Services
Required skills
Project Management, Bookkeeping/Accountancy Software, Financial Reporting (IFRS/GAAP), Technology Delivery, Risk Management, Governance, Communication
Preferred skills
Workiva Platform (Wdesk/Wdata APIs), Agile Methodology, Financial Services Regulation, Technical Experience (scripting/configuration), Project Management Qualification
Technologies
Workiva, Microsoft 365, Excel, SharePoint, Power BI, Confluence
Responsibilities
Develop and update electronic templates, manage client onboarding and training, monitor and respond to client support queries, produce technical documentation, mentor junior employees, support technology delivery and testing
Seniority
Senior Associate, hands-on IC with mentorship responsibilities
