Senior Data Reporting Analyst

Golub Capital • Chicago, IL

2d • $80,000 - $120,000 • Hybrid

About The Position

This role supports the Fund Accounting Analytics (“FAA”) Team in driving more efficient, standardized and robust reporting capability for the Firm, building a customer-focused finance team and driving operational excellence. This role will assist in supporting the production, design, development and implementation of reporting to be responsive to both internal and external constituencies. This person will play a significant role in these efforts while being exposed to the core processes and deliverables of a fast-paced team serving a growing business.

Requirements

• Bachelor’s degree required
• 4+ years of relevant experience
• Understanding / knowledge of financial company balance sheets, income statements and the consolidation of entities
• Understanding of financial metrics (leverage calculations, return calculations, IRR and performance metrics)
• Advanced skill level in Excel required (e.g. advanced formulas, power query and ad-hoc modeling)
• Proactive self-starter with a positive can-do and “no job is too small’ attitude
• Demonstrated ability to effectively leverage AI tools in day-to-day work, with strong critical thinking to assess accuracy, limitations and appropriate use of AI generated outputs

Nice To Haves

• Experience with Workday, Office Connect, Wall Street Office, Power BI Desktop / Report Builder and similar systems are a strong plus

Responsibilities

• Assisting in building and maintaining data models to build reporting for senior management, ad-hoc analysis and current and potential investor requests
• Utilizing technological / analytical skills to develop new reporting analysis and automating current reports
• Preparing and reviewing forecast materials for senior management to provide a preview of performance before month-end reconciliation process is completed
• Working closely with the FAA Team, Fund Accounting and many other teams within the Firm on implementing efficient and effective processes for internal and external reporting
• Optimizing the current process and contributing to the system and process improvements needed for long-term growth and development
• Utilizing and analyzing large amounts of data to produce financial, accounting, reporting deliverables and analysis
• Maintaining strong controls while driving efficiency, standardization and automation in a collaborative manner

Benefits

• 401(k) eligibility
• various paid time off benefits such as vacation, sick time and parental leave
• medical
• financial

What This Job Offers

• Job Type: Full-time
• Career Level: Senior