Financial Analyst
Core
Supports the Finance team by managing invoicing, revenue tracking, bonus accruals, and preparing management reports and regulatory filings for the Institutional Options team.
Role type
Financial Analyst
Builds
Management reports, regulatory filings, and financial data for surveys
Domain
Financial Services / Accounting
Deliverable
dashboards & analysis
Required skills
Financial reporting, accrual accounting, Excel (complex formulas), data analysis, general ledger reconciliation, budget compilation
Preferred skills
Process improvement, independent decision-making, regulatory filing experience
Technologies
Microsoft Office, Accounting software packages
Responsibilities
Manage invoicing and revenue/receivable tracking; Assist in month-end financial reviews; Prepare management reports; Compile data for annual budgeting; Analyze and reconcile general ledger accounts; Gather data for international regulatory filings
Seniority
Mid-level, individual contributor