Financial Reporting Analyst

Aston Carter - Boston, MA

Full-time - Entry Level

Boston, MA

Administrative and Support Services

About the position

The Financial Reporting Analyst position is a temporary role within a leading financial services organization, aimed at assisting with the reconciliation of approximately 1000 mutual funds for a major client during the year-end close. This role offers a hybrid work schedule and provides an opportunity to work for one of the largest banks in the United States, lasting for 3-4 months to manage increased workload demands.

Responsibilities

• Oversee the production and filing of various financial reports with the SEC
• Review and analyze financial statements for multiple fund types
• Coordinate shareholder report mailings
• Act as the primary contact for client inquiries and financial reporting issues
• Participate in audits and respond to internal and external inquiries
• Assist in developing department procedures and system enhancements
• Work with legal counsel and auditors on filings and reporting
• Provide accurate and timely reporting to Fund Management and the Board of Directors

Requirements

• Experience with mutual funds
• Proficiency in reviewing financial statements and reconciliations
• Experience in banking/financial services industry
• Ability to handle high volume fund reviews (up to 10 per day)
• Team player with the potential for long hours and overtime

Benefits

• Hybrid work schedule
• Opportunity to work for a leading financial services organization