Reporting Analyst

Our ClientRockville, MD
Onsite

About The Position

Our Client is a Global Financial Services Firm located in Rockville, MD. They are seeking a reporting analyst to join a newly formed group tasked with transforming and supporting Fund Accounting, Fund Administration, Tax Operations and Transfer Agency departments within their Rockville, MD office.

Requirements

  • Bachelor's degree (Computer Science, Accounting, Finance or similar preferred)
  • 3+ years experience using the Tableau report writing tool
  • 1+ year of SQL development experience
  • Ability to work with targeted direction in a fast paced environment
  • Strong attention to detail with an ability to maintain a high level of information integrity and accuracy
  • Strong experience with developing reporting solutions that transform business process to an exception driven approach
  • Extensive experience with documentation and problem solving
  • Excellent communication skills, both written and verbal
  • Possess a can-do attitude, resourceful, excellent work ethic, enthusiastic, customer-oriented
  • Excellent organizational and interpersonal skills
  • Assertive, flexible, pro-active and a team player

Nice To Haves

  • Capital Markets/Financial Services Administration knowledge and experience desired
  • Past experience with FIS InvestOne Fund Accounting system and Exception Management System module a plus
  • Exposure to SharePoint advantageous
  • Gift for making things better than when they were found

Responsibilities

  • Design, create and maintain operational reports and forms that will support the Fund Accounting business.
  • Design, create and maintain alerts and exception reports that automate existing Fund Accounting processes.
  • Extract and manipulate data as part of business analysis and operational reporting.
  • Act as a liaison to the business to surface issues and resolve problems.
  • Design and build reports used throughout the Fund Accounting business unit as part of a migration to a new tools framework.
  • Build reports in a proprietary tool, as well as, in a commercial reporting package.
  • Responsible for change management and documentation of their solutions.
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