Senior Financial Analyst supporting financial planning, reporting, and inventory analysis at First Book. Collaborating across teams to strengthen reporting systems and inform strategic decision - making.
About the role
- Financial & Regulatory Reporting Manager at U.S. Bank supervising teams for investor servicing and providing client expertise. Overseeing risk identification and process improvements following industry standards.
Responsibilities
- Supervises a team of administrators responsible for accounting, administration, and investor servicing to investment companies and advisers.
- Serves as a trusted advisor to clients by assessing changing business strategies and providing expertise.
- Acts as the escalation point for client issues and directs resolution and process changes.
- Proactively identifies risk-related issues through qualitative and quantitative data review.
Requirements
- Bachelor's degree in accounting, finance or related field, or equivalent experience
- Five or more years of experience in alternative investments industry
- Working knowledge of Microsoft Office products
- Basic knowledge of Advent applications preferred
- General knowledge and understanding of portfolio accounting and the investment management industry
- Excellent verbal and written communication skills
- Proven team-oriented, leadership and organizational skills
- CPA or CFA certification preferred
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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