Analyst, Financial Reporting Group

Gelfand, Rennert & Feldman, Focus Partners Business Management•Los Angeles, CA

13d•$60,800 - $80,735•Hybrid

About The Position

Gelfand, Rennert & Feldman is seeking an Analyst, Financial Reporting Group to join our team of dedicated professionals. The Analyst is responsible for reviewing and assembling information to assist in the preparation of various reports in support of servicing clients. Gelfand, Rennert & Feldman provides team members the flexibility to work a hybrid schedule. The hybrid work arrangement may be adjusted or altered to fill the needs of the role, including potentially working in-office for 3+ days per week. This role is hybrid out of our Encino, CA office.

Requirements

Bachelor's Degree is required; preferably in Accounting, Finance or Business
1 -3 years of experience in business management or a similar role is highly preferred
Moderate understanding of the bookkeeping process from start to finish
Ability to work with minimal supervision and under very tight deadlines
Ability to learn new systems and process information quickly
Well-organized and detail-oriented
Strong verbal and written communication skill
Proficiency in Microsoft Excel, PowerPoint and Outlook
Proficiency in investment software such as Addepar

Responsibilities

Assist in gathering and organizing information to onboard new clients
Review General Ledger activity of basic and moderate clients to ensure accurate coding of activity
Ensure the timely and accurate entry of investment activity for basic and moderate clients and prepare reports
Prepare and review information to support the preparation of financial reports which include but are not limited to:
Budgeting and projections
Cash flow reports
Monthly financial statements
Net worth statements
Tax packages
Meeting packages
Limited communication with client representatives via phone, email, and in-person
Other projects and duties as assigned