Sr Analyst, Fin Reporting

Description:

Client Valuation Reporting (CVR) provides investment analysis, reporting, and consulting across multiple client segments including: Corporate ERISA, Foundations & Endowments, Public Funds, and Wealth Management. The Financial Reporting Analyst will be assigned a client desk load and be responsible for ensuring reporting and client requests are delivered in a timely and accurate manner.

Responsibilities:

• Works in tandem with other analysts, consultants, and team leaders to analyze, validate, and prepare client reporting
• Interfaces with clients to determine service requirements while independently evaluating and responding to client inquires
• Communicates with other Northern Trust partner areas to resolve problems within established guidelines
• Monitors daily exceptions, reports, and reviews other applications to ensure accuracy and timeliness of all client information
• Delivers reporting on a daily, monthly, quarterly, and annual basis per the clients’ service agreements
• Maintains assignments, deadlines, and written procedures for their desk utilizing knowledge of client needs and business operations

Qualifications:

• Knowledge acquired through a completed undergraduate degree program, 3+ years of related work experience, or progress towards a certification such as the CFA or CPA
• 3+ years of extensive Advance Excel work with a strong knowledge of Microsoft Office tools
• 3+ years of strong financial reporting and/or accounting experience, and being versed in market trends and concepts considered a plus
• Excellent oral and written communication along with strong organization, time management, and multi-tasking skills
• Highly flexible, adaptable team player that can also work independently
• 3+ years of client facing experience with the ability to present detailed concepts to a large audience
• Ability to develop, apply, and demonstrate leadership
• Detail oriented self-starter that is motivated to initiate and problem solve

For further information, and to apply, please visit our website via the “Apply” button below.