Manager in Accounting and Finance Consulting providing strategic financial insights and analytics solutions. Analyze financial information, with a focus on M&A, to empower clients' financial decisions.
About the role
- Consultant providing client service in investment operations for institutional clients. Involves client service, operational support, and enhancement of procedures for financial services.
Responsibilities
- Responsible for providing client service through the execution of daily functions and tasks.
- Understand and enhance desktop operating procedures and controls.
- Responsible for providing timely response to queries and finding resolution to avoid repetitive actions.
- Works effectively both as a team member as well as an independent self-motivated individual.
- Responsible for multiple projects of various complexities.
- Cross train on other functions as well as provide back up.
- Serve as a key subject matter expert and mentor to junior level employees.
- Able to identify opportunities for improvement within existing technology applications while acting as a liaison with Partner areas to drive resolution.
- Independently build relationships with internal and client contacts.
- Responsible for understanding client’s business needs and deliverables.
- Act as the escalation point of contact for client issues or inquiries.
- Understand current Service Level Agreements (SLAs) that are directly related to job function(s).
- Establish, build & maintain effective working relationships with key partners internal and external to the organization.
- Drive the engagement of other partners as appropriate to solve client inquiries/issues.
- Understand impact of personal job function(s) on IOO peers and applicable shared services partners.
Requirements
- A college or university degree and/or 4-6+ years of relevant work experience
- Previous Financial Industry Operations, Asset Management and/or Investment Operations experience a plus
- Previous exposure to business process and/or technology enhancement initiatives
- Previous Client Service experience in a service oriented environment
Benefits
- retirement benefits (401k and pension)
- health and welfare benefits (medical, dental, vision, spending accounts and disability)
- paid time off
- parental and caregiver leave
- life & accident insurance
- discretionary bonus program
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Accountant supporting Record to Report functions for North America and Central America. Providing internal accounting support and resolving user issues in a global company.
Manager - Financial Reporting preparing consolidated financial statements at Crash Champions. Collaborating across teams for financial discipline and excellence in reporting processes.
Senior FP&A Analyst providing high - impact financial insights at Equitable. Supporting business leaders with disciplined planning and financial decision - making.
Director, International Finance & Operations overseeing financial setups for international entities. Managing financial strategies and operations across different jurisdictions in a hybrid work environment.
Executive Assistant to CFO managing priorities and operations at Branch. Collaborating across teams to streamline processes and enhance efficiency.
FP&A Analyst supporting financial planning and analysis for Vista, the world’s leading private aviation group. Maintaining financial models and collaborating across teams to support business decisions.
Assistant Vice President overseeing financial reporting and team management in Travel and Accident insurance. Requires leadership and expertise in property and casualty insurance with strong analytical skills.
Finance/Control Management internship at CANAL+, focusing on cost control and analysis. Participate in budgeting and performance analysis within a dynamic environment.
Finance Planning Professional at TIM supporting budget management and procurement activities. Responsible for financial planning, supplier payments, and cost reduction analyses.