Financial Planning Analyst

Contact: Kalaivaani HR - [phone removed]

Financial Analyst

Job Summary:

The Financial Analyst is responsible for the preparation and review of recovery and operational reports submitted to clients. In addition, this position processes client fee payments and reconciles client trust accounts. The role requires a detail-oriented problem solver with strong technical, organizational, and communication skills who works well in a deadline-driven environment.

Responsibilities

• Prepare quarterly, monthly or semi-monthly client reporting packages.
• Prepare monthly internal management reports.
• Process client fee payments and adjustments submitted internally or by clients and prepare required reconciliations.
• Track, research and resolve exception-based transactions.
• Prepare monthly client trust account reconciliations.
• Address client or internal requests, including ad hoc reporting requests, recovery questions or issues.
• Assist in preparing specifications and testing of system and reporting changes.

Qualifications

• Bachelors Degree in accounting, finance or another related field is required.
• Three or more years in an accounting, auditing or finance role, preferably with significant exposure to financial analysis, reporting and reconciliation processes.
• Advanced Microsoft Excel skills and a strong technology knowledge base.
• Strong attention to detail.
• Excellent problem solving and analytical skills.
• Strong organization and prioritization skills with a focus on meeting deadlines.
• Effective written communication, primarily through e-mail, and verbal communication with external contacts and internal customers.
• Able to work in a fast-paced environment, multi-task and work independently, while exhibiting a significant amount of initiative.