Reporting Analyst Jobs

About The Position

Requirements

• Expert knowledge of Excel, such as how to utilize formulas, graphs, and pivot tables
• Advanced level of proficiency with Microsoft, Word, Teams, and Outlook
• Ability to thrive in a fast-paced team environment while maintaining a high level of accuracy
• Superior problem solving and analytical skills
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
• Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
• Bachelor’s degree with an emphasis in Finance or Accounting preferred or equivalent combination of education and experience required
• 4+ years of revenue reporting and analysis experience preferred
• Previous background and knowledge of investment management fee and mutual fund fees required
• 4+ years of experience in trust services, finance, or investment management industry preferred

Responsibilities

• Develop and present in-depth revenue and analysis presentations to Senior Management on an ongoing basis
• Identify and recommend ways to streamline department processes
• Provide high level customer service and support to internal Commerce Trust (CT) Administrators, while facilitating the process of revenue reporting, establishing fees for new accounts, updating fees on existing accounts, and overall processing of fees
• Provide a higher level of accountability in understanding the overall CT goals and offering alternate solutions to customers to accomplish them. This would include, but not limited to, a wider degree of knowledge on more complex aspects of revenue reporting and analysis
• Play a key role in how new customers form their first impressions of CT by supporting customers with an advanced attention to detail and working with Senior Management by providing revenue reporting and analysis
• Serve as a resource to other team members while providing coverage, and supporting management by helping drive the direction of the team
• Assist with problem resolution and serve as a liaison between the Administrators and internal departments
• Drive process improvements and work on special projects as identified
• Perform other duties as assigned

Benefits

• employer sponsored health, dental, and vision insurance
• 401(k)
• life insurance
• paid vacation
• paid personal time
• career development
• education assistance
• voluntary supplemental benefits