Financial Reporting Analyst

Kforce•Boston, MA

33d

About The Position

The Financial Reporting Analyst plays a key role in supporting mutual fund clients through the preparation, review, and delivery of financial statements, regulatory reports, and client-specific reporting. This role requires strong technical knowledge, excellent communication skills, and the ability to manage deadlines in a fast-paced environment. The position also involves overseeing processes, supporting audits, and collaborating with internal teams and external vendors to ensure all reporting requirements are met accurately and on time.

Requirements

Bachelor's degree in Accounting, Finance, or a related field (or equivalent experience)
8+ years of experience in financial reporting, fund administration, accounting, or custody (preferred)
Understanding of operational risk and strong control focus
Knowledge of business processes and systems, including downstream impacts of reporting data
Strong analytical, organizational, and time-management skills
Excellent customer service skills with exceptional attention to detail
Effective team player with strong collaboration skills
Leadership experience and the ability to mentor and develop staff
Strong written and verbal communication skills
Solid problem-solving and issue-resolution capabilities
Proficiency with Microsoft Project, Word, Excel, and PowerPoint
Ability to work independently and manage multiple priorities in a fast-paced environment
Experience with derivatives accounting and financial reporting is a plus

Responsibilities

Build and maintain effective working relationships with internal teams and clients
Deliver high-quality, consistent client service
Identify and address client-related issues and help drive process improvements
Review and deliver client-specific reports and regulatory reporting (including financial statements and regulatory filings)
Serve as a liaison between clients and external vendors such as printers and technology partners
Participate in internal and external audits
Train team members on changes to regulatory requirements and internal processes
Assign tasks and manage workload to meet client SLAs and reporting deadlines, escalating concerns when necessary
Track and deliver KPIs tied to client agreements
Communicate proactively with clients regarding potential service issues
Represent Financial Reporting operations in cross-functional projects
Support client training initiatives and help drive client self-service where possible
Provide guidance on the proper accounting treatment of complex financial transactions and related disclosures