Financial Reporting, Officer

State StreetQuincy, MA
Onsite

About The Position

This role involves planning, scheduling, and managing the daily workflow for one or more client relationships, while maintaining strong client relationships. The Officer will also evaluate and recommend process improvements to enhance client service and reduce company costs. This position is part of State Street Global Services (SSGS), which provides essential financial tools to asset owners and managers for effective investment solutions. SSGS offers core custody, accounting, fund administration, shareholder recordkeeping, and complete operations solutions for various assets, including OTC derivatives, private equity, and real estate, to help clients make informed investment choices and capitalize on growth opportunities.

Requirements

  • Demonstrates strong technology skills, as well as problem solving and analytical skills
  • Demonstrates an ability to be a leader within their team, as well as be a leader amongst your peers
  • Strong communication, interpersonal, and organizational skills, which includes excellent time management skills
  • 5 to 7 years of experience in related accounting or finance field

Nice To Haves

  • BS/BA in Business, Accounting, Finance or equivalent experience preferred

Responsibilities

  • Performs 1st, 2nd and targeted reviews on client financial statements, quarterly reporting, ensures all regulatory filings are made on time; manages draft and support distribution to all parties
  • Comprehend the scope of services offered to clients and reviews with the team; demonstrate technical expertise; ensure team meets all client deliverables and manages relationships of assigned clients
  • Ensure all controls/checklists and procedures are adhered to as well as make recommendations for improvement
  • Proactively managing risk at the business level; feel fully accountable for all steps of the production chain
  • Ensures effective use of automation (FundSuite, MCH, Macros, etc.) and make recommendations for current system enhancements
  • Oversees the effective coordination of activities between multiple departments within State Street, including our global offshoring partners
  • Coordinates the research and resolution of any accounting issue, auditor or client comments and/or JV inquiries
  • Responsible for reviewing staff level work, as needed
  • Participates in the resolution of client issues
  • Provide coaching and development opportunities to staff

Benefits

  • Competitive and comprehensive benefits packages
  • Generous medical care
  • Insurance plans
  • Savings plans
  • Flexible Work Program
  • Wealth of development programs
  • Educational support
  • Inclusive development opportunities
  • Flexible work-life support
  • Paid volunteer days
  • Matching gift program
  • Access to employee networks
  • Retirement savings plan (401K) with company match
  • Insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
  • Paid-time off including vacation, sick leave, short term disability, and family care responsibilities
  • Access to our Employee Assistance Program
  • Incentive compensation including eligibility for annual performance-based awards
  • Eligibility for certain tax advantaged savings plans
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