Financial Reporting, Officer
Core
Perform reviews on client financial statements, quarterly reporting, and regulatory filings while managing client relationships and ensuring adherence to controls.
Role type
mid-level IC financial reporting officer
Builds
client financial statements, quarterly reports, regulatory filings
Domain
financial services / fund administration
Required skills
financial statement review, regulatory filing management, client relationship management, risk management, process improvement, automation usage, cross-department coordination, staff review, issue resolution, staff coaching
Preferred skills
BS/BA in Business/Accounting/Finance, 4-6 years accounting/finance experience
Technologies
FundSuite, MCH, Macros
Responsibilities
Perform 1st, 2nd and targeted reviews on client financial statements and quarterly reporting; ensure all regulatory filings are made on time; manage draft and support distribution to all parties; comprehend the scope of services offered to clients and review with the team; ensure all controls/checklists and procedures are adhered to; proactively manage risk at the business level; ensure effective use of automation; oversee coordination of activities between multiple departments; coordinate research and resolution of accounting issues; review staff level work; participate in resolution of client issues; provide coaching and development opportunities to staff