Senior Accountant at DONE!Financials managing financial reporting and advising clients on taxation. Collaborating with stakeholders and implementing effective financial practices.
About the role
- Sr. Financial Operations Analyst with a focus on business process improvements within a financial services context. Engaging in new business lines and client support initiatives.
Responsibilities
- Perform activities in support of new lines of business, business process improvements, risk reduction or cost savings initiatives, best practice identification, etc.
- Identify efficiencies and value-added solutions that could impact multiple lines of business and departments; analyzes possibilities, capabilities, and constraints; and recommends alternative business solutions.
- Provide daily and ad hoc customer support, develops documentation, and completes audits.
- Accept escalated issues and works on problems of a moderate scope; analyzes root cause, understands the impact and scope of the problem, and applies judgment within defined practices to determine the appropriate action.
- Participate in the initiation, requirements, design, testing, fund setup/conversion, and post-implementation support phases of a project.
- Obtain all necessary information from client. Analyze client needs, provide information and advice regarding best approach and work with internal support and technology staff to develop and implement appropriate solutions.
- Support client with annual initiatives including fiduciary fees, mailings, master history purges, dead fund purges, small balance account liquidations, etc.
- Help plan and design business processes and make recommendations and changes in order to improve and support business systems and activities.
- Utilize systems and data to resolve business issues in the most effective and productive manner.
- Interface with various levels of management both internally and externally.
- Work with operations management to relay processing/operations-related client issues.
- Assists with daily operation tasks of Financial Operations Representative II (S2) and Financial Operations Representative III (S3) roles.
Requirements
- Excellent attention to detail and accuracy and strong multi-tasking skills
- Computer experience (Word, Excel, Microsoft Outlook)
- Interpersonal and customer service skill
- Ability to work independently as well as in a team environment
- Knowledge of transaction processing and mutual fund industry and transfer agent operations.
- General knowledge of SS&C AMS systems and reporting capabilities
- Ability to persuade others and manage conflict effectively
- Strong service orientation
- Ability to ask probing questions and be perceptive in listening to clients’ needs in order to provide timely solutions and responses
- Ability to handle multiple priorities, meet deadlines, and keep time sensitive commitments.
- Ability to obtain information and propose technical solutions that meet the client’s need and confirm system requirements.
- Adept at coordinating activities and enlisting cooperation from others.
Benefits
- Flexibility : Hybrid Work Model & a Business Casual Dress Code, including jeans
- 401k Matching Program, Professional Development Reimbursement
- Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
- Medical, Dental, Vision, Employee Assistance Program, Parental Leave
- Discounts on fitness clubs, travel and more!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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