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via LinkedIn
posted_at: 23 hours agoschedule_type: Full-time
Summary
Senior Financial Reporting Analyst...
Advantage Solutions is one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. The company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware,
Summary
Senior Financial Reporting Analyst...
Advantage Solutions is one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. The company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.
We are seeking a dynamic Senior Financial Analyst who will support the Corporate FP&A function by working across the organization to aid in analysis to support the business and leadership. This high profile role will help to tell the story of the company’s performance to executive leadership, the board and Wall Street.
Take this opportunity to join North America’s leading business solutions provider and build your career working with amazing people in a growing industry! Apply today!
What We Offer
• Full-Time Benefits (Medical, Dental, Vision, Life)
• 401(k) with company match
• Training and Career Development
• Generous Paid Time-Off
Responsibilities
• Ensure accurate financial results by preparing the financial data for the closing of the monthly, quarterly, and annual accounting cycles
• Perform detailed review of divisional expenses to ensure appropriate coding
• Present monthly, quarterly, & annual results to department heads
• Improve financial model structure and capabilities to support forecasting & budgeting processes
• Assist with the monthly fluctuation analysis of the divisional results versus budget, forecast, and prior year
• Support in the consolidation of divisional financial results for internal and external reporting purposes
• Contribute to a variety of ad-hoc projects
• Work with management to establish accurate budget & forecasts, while examining for accuracy, reasonability and completeness
• Provide guidance to team members in preparation for month end/year end close
Qualifications
• Bachelor's Degree in Accounting, Finance or other quantitative field with equivalent job-related experience is required; MBA Degree preferred
• 3 years of financial related experience
• Advanced Excel skills with strong quantitative analytic ability and modeling
• Working knowledge of Power BI, SQL, VBA
• Excellent time-management skills with demonstrated ability to work on multiple projects and deadlines
• Must present a professional image and be able to represent the Company in a professional manner
Responsibilities
The Company is one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. The company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.
Position Summary
The Senior Financial Reporting Analyst will assist the Manager of Financial Reporting in the internal and external financial reporting for the Company, including monthly Board of Directors reporting, quarterly Bank Compliance reporting and the preparation of the audited financial statements. The Senior Financial Reporting Analyst will coordinate the fieldwork associated with the annual financial statement audit and other technical accounting projects, including but not limited to Purchase Price Accounting for acquisitions. This position will also be involved with ad hoc finance and accounting related projects as requested by the Board of Directors and Executive Management.
Essential Job Duties And Responsibilities
Annual Audit & Financial Statements
• Act as a liaison between the accounting department and the external audit team. Ensure reconciliations, lead schedules and account analysis are delivered based on agreed upon schedule. Assist in preparation of the annual financial report and related footnotes in accordance with US GAAP.
Technical GAAP Research
• Work with Manager of Financial Reporting on recurring and one-time technical accounting issues, i.e. annual goodwill impairment analysis, stock based compensation, revenue recognition, etc. Understand and implement accounting pronouncements and alert management to all current US GAAP and SEC trends in reporting and compliance that apply to the Company. Includes working with Manager of Financial Reporting to ensure any significant transactions (i.e. mergers, acquisitions, debt refinancing, etc.) are recorded in accordance with proper accounting guidance.
Monthly Reporting to the Board of Directors
• Prepare the monthly financial board package. Coordinate with associates throughout the Company to collect the slides and information needed to populate report based on information requested by the Board. Coordinate preparation of Board report support files for the CFO.
Corporate Balance Sheet accounts
• Ensure fixed assets, goodwill, intangible assets and other non-operational balance sheet accounts are properly reconciled and reviewed on a monthly basis.
Internal controls
• Assist the Corporate Controller in ensuring effective internal controls throughout the corporate accounting organization and in maintaining related documentation.
Bank Compliance Reporting
• Prepare quarterly bank compliance financial report for review by Corporate Controller, Treasury and Legal.
Supervisory Responsibilities
Direct Reports
Hires, retains, trains, coaches, guides, directs, and develops direct reports using company-wide processes, tools and resources
Indirect Reports
May delegate work of others and provide guidance, direction and mentoring to indirect reports
Travel And/or Driving Requirements
Travel and Driving are not essential duties or functions of this job
Minimum Qualifications
Education Level:
(Required)Bachelor's Degreeor Equivalent Experience
(Preferred) Master's Degree or CPA preferred
Field of Study/Area of Experience: Accounting or Finance
3-5 years in Public accounting and/or large company equivalent experience
Skills, Knowledge And Abilities
• Excellent analytical and communications skills will be required as well as a solid understanding of US GAAP.
• Excellent written communication and verbal communication skills
• Excellent customer service orientation
• Good interpersonal skills
• Strong prioritization skills
• Analytical and research Skills
• Team building Skills
• Ability to ensure a high level of service and quality is maintained
• Ability to direct, lead, coach, and develop people
• Ability to work effectively with management
• Well-organized, detail-oriented, and able to handle a fast-paced work environment
• Flexible and adaptable, able to change and alter according to changes in projects or business environment
• Ability to work independently and prioritize duties with minimal supervision, in order to meet deadlines
• Ability to complete multiple duties with accuracy shifting from one to another with frequent interruptions and competing deadline
• Strong computer skills including proficiency with Microsoft Word, Excel, PowerPoint, Access, Outlook, and web-browsers
Environmental & Physical Requirements
Office / Sedentary Requirements
Incumbent must be able to perform the essential functions of the job. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each day), ability to hear the telephone, ability to enter data on a computer and may also require the ability to lift up to 10 pounds.
Additional Information Regarding The Company Job Duties and Job Descriptions
Job duties include additional responsibilities as assigned by one’s supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
Important Information
The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of associates so classified.
The Company is committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law. As part of this commitment, the Company shall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law Show more details...
Senior Financial Reporting Analyst...
Advantage Solutions is one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. The company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.
We are seeking a dynamic Senior Financial Analyst who will support the Corporate FP&A function by working across the organization to aid in analysis to support the business and leadership. This high profile role will help to tell the story of the company’s performance to executive leadership, the board and Wall Street.
Take this opportunity to join North America’s leading business solutions provider and build your career working with amazing people in a growing industry! Apply today!
What We Offer
• Full-Time Benefits (Medical, Dental, Vision, Life)
• 401(k) with company match
• Training and Career Development
• Generous Paid Time-Off
Responsibilities
• Ensure accurate financial results by preparing the financial data for the closing of the monthly, quarterly, and annual accounting cycles
• Perform detailed review of divisional expenses to ensure appropriate coding
• Present monthly, quarterly, & annual results to department heads
• Improve financial model structure and capabilities to support forecasting & budgeting processes
• Assist with the monthly fluctuation analysis of the divisional results versus budget, forecast, and prior year
• Support in the consolidation of divisional financial results for internal and external reporting purposes
• Contribute to a variety of ad-hoc projects
• Work with management to establish accurate budget & forecasts, while examining for accuracy, reasonability and completeness
• Provide guidance to team members in preparation for month end/year end close
Qualifications
• Bachelor's Degree in Accounting, Finance or other quantitative field with equivalent job-related experience is required; MBA Degree preferred
• 3 years of financial related experience
• Advanced Excel skills with strong quantitative analytic ability and modeling
• Working knowledge of Power BI, SQL, VBA
• Excellent time-management skills with demonstrated ability to work on multiple projects and deadlines
• Must present a professional image and be able to represent the Company in a professional manner
Responsibilities
The Company is one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. The company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.
Position Summary
The Senior Financial Reporting Analyst will assist the Manager of Financial Reporting in the internal and external financial reporting for the Company, including monthly Board of Directors reporting, quarterly Bank Compliance reporting and the preparation of the audited financial statements. The Senior Financial Reporting Analyst will coordinate the fieldwork associated with the annual financial statement audit and other technical accounting projects, including but not limited to Purchase Price Accounting for acquisitions. This position will also be involved with ad hoc finance and accounting related projects as requested by the Board of Directors and Executive Management.
Essential Job Duties And Responsibilities
Annual Audit & Financial Statements
• Act as a liaison between the accounting department and the external audit team. Ensure reconciliations, lead schedules and account analysis are delivered based on agreed upon schedule. Assist in preparation of the annual financial report and related footnotes in accordance with US GAAP.
Technical GAAP Research
• Work with Manager of Financial Reporting on recurring and one-time technical accounting issues, i.e. annual goodwill impairment analysis, stock based compensation, revenue recognition, etc. Understand and implement accounting pronouncements and alert management to all current US GAAP and SEC trends in reporting and compliance that apply to the Company. Includes working with Manager of Financial Reporting to ensure any significant transactions (i.e. mergers, acquisitions, debt refinancing, etc.) are recorded in accordance with proper accounting guidance.
Monthly Reporting to the Board of Directors
• Prepare the monthly financial board package. Coordinate with associates throughout the Company to collect the slides and information needed to populate report based on information requested by the Board. Coordinate preparation of Board report support files for the CFO.
Corporate Balance Sheet accounts
• Ensure fixed assets, goodwill, intangible assets and other non-operational balance sheet accounts are properly reconciled and reviewed on a monthly basis.
Internal controls
• Assist the Corporate Controller in ensuring effective internal controls throughout the corporate accounting organization and in maintaining related documentation.
Bank Compliance Reporting
• Prepare quarterly bank compliance financial report for review by Corporate Controller, Treasury and Legal.
Supervisory Responsibilities
Direct Reports
Hires, retains, trains, coaches, guides, directs, and develops direct reports using company-wide processes, tools and resources
Indirect Reports
May delegate work of others and provide guidance, direction and mentoring to indirect reports
Travel And/or Driving Requirements
Travel and Driving are not essential duties or functions of this job
Minimum Qualifications
Education Level:
(Required)Bachelor's Degreeor Equivalent Experience
(Preferred) Master's Degree or CPA preferred
Field of Study/Area of Experience: Accounting or Finance
3-5 years in Public accounting and/or large company equivalent experience
Skills, Knowledge And Abilities
• Excellent analytical and communications skills will be required as well as a solid understanding of US GAAP.
• Excellent written communication and verbal communication skills
• Excellent customer service orientation
• Good interpersonal skills
• Strong prioritization skills
• Analytical and research Skills
• Team building Skills
• Ability to ensure a high level of service and quality is maintained
• Ability to direct, lead, coach, and develop people
• Ability to work effectively with management
• Well-organized, detail-oriented, and able to handle a fast-paced work environment
• Flexible and adaptable, able to change and alter according to changes in projects or business environment
• Ability to work independently and prioritize duties with minimal supervision, in order to meet deadlines
• Ability to complete multiple duties with accuracy shifting from one to another with frequent interruptions and competing deadline
• Strong computer skills including proficiency with Microsoft Word, Excel, PowerPoint, Access, Outlook, and web-browsers
Environmental & Physical Requirements
Office / Sedentary Requirements
Incumbent must be able to perform the essential functions of the job. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each day), ability to hear the telephone, ability to enter data on a computer and may also require the ability to lift up to 10 pounds.
Additional Information Regarding The Company Job Duties and Job Descriptions
Job duties include additional responsibilities as assigned by one’s supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
Important Information
The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of associates so classified.
The Company is committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law. As part of this commitment, the Company shall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law Show more details...
via LinkedIn
posted_at: 1 day agoschedule_type: Full-time
At Coinbase, our mission is to increase economic freedom around the world, and we couldn’t do this without hiring the best people. We’re a group of hard-working overachievers who are deeply focused on building the future of finance and Web3 for our users across the globe, whether they’re trading, storing, staking or using crypto. Know those people who always lead the group project? That’s... us.
There are a few things we look for across all
At Coinbase, our mission is to increase economic freedom around the world, and we couldn’t do this without hiring the best people. We’re a group of hard-working overachievers who are deeply focused on building the future of finance and Web3 for our users across the globe, whether they’re trading, storing, staking or using crypto. Know those people who always lead the group project? That’s... us.
There are a few things we look for across all hires we make at Coinbase, regardless of role or team. First, we look for candidates who will thrive in a culture like ours, where we default to trust, embrace feedback, and disrupt ourselves. Second, we expect all employees to commit to our mission-focused approach to our work. Finally, we seek people who are excited to learn about and live crypto, because those are the folks who enjoy the intense moments in our sprint and recharge work culture. We’re a remote-first company looking to hire the absolute best talent all over the world.
Ready to #LiveCrypto? Who you are:
• You’ve got positive energy. You’re optimistic about the future and determined to get there.
• You’re never tired of learning. You want to be a pro in bleeding edge tech like DeFi, NFTs, DAOs, and Web 3.0.
• You appreciate direct communication. You’re both an active communicator and an eager listener - because let’s face it, you can’t have one without the other. You’re cool with candid feedback and see every setback as an opportunity to grow.
• You can pivot on the fly. Crypto is constantly evolving, so our priorities do, too. What you worked on last month may not be what you work on today, and that excites you. You’re not looking for a boring job.
• You have a “can do” attitude. Our teams create high-quality work on quick timelines. Owning a problem doesn’t scare you, but rather empowers you to take 100% responsibility for achieving our mission.
• You want to be part of a winning team. We’re stronger together, and you’re a person who embraces being pushed out of your comfort zone.
The Accounting Policy and Reporting team works at the frontier of the crypto industry and plays an integral role in interpreting and applying novel financial reporting guidance and is an integral component of Finance’s risk management and reporting process.. We are looking for a Financial Reporting Analyst who is excited to deal with new, challenging topics as industry regulations evolve, has a positive attitude and is highly motivated to learn and grow within the organization, with a proven ability to thrive successfully in a fast paced multi-task oriented environment. This is a critical and high-profile position that will play a crucial role in financial reporting and other statutory filings. This role will report to the Senior Manager of Financial Reporting and would involve partnering and collaborating with many stakeholders across the organization.
What You’ll Be Doing (ie. Job Duties)
• Prepare and coordinate the SEC filings - 10-K, 10-Q, proxy statements, earnings press releases, etc.
• Coordinate data requests and analysis for internal and external auditors.
• Oversee XBRL tagging of financial statements.
• Support the Financial Reporting team to ensure deadlines are met and accuracy of work.
• Perform financial analytics including variance analysis around the information disclosed in the external reports/disclosures.
• Preparation of the statutory quarterly and annual financial statements under U.S. GAAP and international accounting standards for the Company’s legal entities.
• Review and assist with the implementation of new SEC/GAAP requirements.
• Prepare financial information for the quarterly Audit Committee and Board meetings.
• Update internal control documentation and play a key role in the Company's SOX Compliance effort.
• Assist with finance process improvement initiatives to create efficiencies.
• Assist with additional projects impacting financial reporting or the wider accounting teams.
What We Look For In You (ie. Job Requirements)
• Strong accounting background with a good knowledge of US GAAP, SOX 404 and SEC financial reporting standards.
• CPA or similar designation required.
• Minimum 3+ years of relevant industry experience with current or recent public company SEC financial reporting experience.
• Combination of private and public accounting experience preferred.
• Strong understanding of FASB and US GAAP rules and regulations.
• Excellent written and oral communication skills.
• Excellent organization, project management and analytical skills.
• Meticulous and impeccable keen attention to detail.
• Ability to work under pressure and on tight timelines.
• High level of enthusiasm and curiosity to grow your career in a multifaceted and growing company.
• Demonstrated ability to work autonomously, coordinate the efforts of others and work well with people at a wide range of levels.
• Internal control experience preferable.
Nice To Haves
• Financial Institutions / Fintech background.
• Familiarity and experience with reporting tools, and financial systems such as Netsuite and Workiva (WDesk).
PID: P51202
Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range from $96,475 to $113,500 + target bonus + target equity + benefits (including medical, dental, vision and 401(k)).
Commitment to Equal Opportunity
Coinbase is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view Pay Transparency, Employee Rights and Know Your Rights notices by clicking on their corresponding links. Additionally, Coinbase participates in the E-Verify program in certain locations, as required by law.
Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to accommodations[at]coinbase.com and let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site click here to download a free compatible screen reader (free step by step tutorial can be found here).
Global Data Privacy Notice for Job Candidates and Applicants
Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available here. By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined here Show more details...
There are a few things we look for across all hires we make at Coinbase, regardless of role or team. First, we look for candidates who will thrive in a culture like ours, where we default to trust, embrace feedback, and disrupt ourselves. Second, we expect all employees to commit to our mission-focused approach to our work. Finally, we seek people who are excited to learn about and live crypto, because those are the folks who enjoy the intense moments in our sprint and recharge work culture. We’re a remote-first company looking to hire the absolute best talent all over the world.
Ready to #LiveCrypto? Who you are:
• You’ve got positive energy. You’re optimistic about the future and determined to get there.
• You’re never tired of learning. You want to be a pro in bleeding edge tech like DeFi, NFTs, DAOs, and Web 3.0.
• You appreciate direct communication. You’re both an active communicator and an eager listener - because let’s face it, you can’t have one without the other. You’re cool with candid feedback and see every setback as an opportunity to grow.
• You can pivot on the fly. Crypto is constantly evolving, so our priorities do, too. What you worked on last month may not be what you work on today, and that excites you. You’re not looking for a boring job.
• You have a “can do” attitude. Our teams create high-quality work on quick timelines. Owning a problem doesn’t scare you, but rather empowers you to take 100% responsibility for achieving our mission.
• You want to be part of a winning team. We’re stronger together, and you’re a person who embraces being pushed out of your comfort zone.
The Accounting Policy and Reporting team works at the frontier of the crypto industry and plays an integral role in interpreting and applying novel financial reporting guidance and is an integral component of Finance’s risk management and reporting process.. We are looking for a Financial Reporting Analyst who is excited to deal with new, challenging topics as industry regulations evolve, has a positive attitude and is highly motivated to learn and grow within the organization, with a proven ability to thrive successfully in a fast paced multi-task oriented environment. This is a critical and high-profile position that will play a crucial role in financial reporting and other statutory filings. This role will report to the Senior Manager of Financial Reporting and would involve partnering and collaborating with many stakeholders across the organization.
What You’ll Be Doing (ie. Job Duties)
• Prepare and coordinate the SEC filings - 10-K, 10-Q, proxy statements, earnings press releases, etc.
• Coordinate data requests and analysis for internal and external auditors.
• Oversee XBRL tagging of financial statements.
• Support the Financial Reporting team to ensure deadlines are met and accuracy of work.
• Perform financial analytics including variance analysis around the information disclosed in the external reports/disclosures.
• Preparation of the statutory quarterly and annual financial statements under U.S. GAAP and international accounting standards for the Company’s legal entities.
• Review and assist with the implementation of new SEC/GAAP requirements.
• Prepare financial information for the quarterly Audit Committee and Board meetings.
• Update internal control documentation and play a key role in the Company's SOX Compliance effort.
• Assist with finance process improvement initiatives to create efficiencies.
• Assist with additional projects impacting financial reporting or the wider accounting teams.
What We Look For In You (ie. Job Requirements)
• Strong accounting background with a good knowledge of US GAAP, SOX 404 and SEC financial reporting standards.
• CPA or similar designation required.
• Minimum 3+ years of relevant industry experience with current or recent public company SEC financial reporting experience.
• Combination of private and public accounting experience preferred.
• Strong understanding of FASB and US GAAP rules and regulations.
• Excellent written and oral communication skills.
• Excellent organization, project management and analytical skills.
• Meticulous and impeccable keen attention to detail.
• Ability to work under pressure and on tight timelines.
• High level of enthusiasm and curiosity to grow your career in a multifaceted and growing company.
• Demonstrated ability to work autonomously, coordinate the efforts of others and work well with people at a wide range of levels.
• Internal control experience preferable.
Nice To Haves
• Financial Institutions / Fintech background.
• Familiarity and experience with reporting tools, and financial systems such as Netsuite and Workiva (WDesk).
PID: P51202
Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range from $96,475 to $113,500 + target bonus + target equity + benefits (including medical, dental, vision and 401(k)).
Commitment to Equal Opportunity
Coinbase is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view Pay Transparency, Employee Rights and Know Your Rights notices by clicking on their corresponding links. Additionally, Coinbase participates in the E-Verify program in certain locations, as required by law.
Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to accommodations[at]coinbase.com and let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site click here to download a free compatible screen reader (free step by step tutorial can be found here).
Global Data Privacy Notice for Job Candidates and Applicants
Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available here. By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined here Show more details...
via Ladders
posted_at: 1 day agoschedule_type: Full-timesalary: 100K–150K a year
Job Summary
The WellBe care model is a Physician Led Advanced Practice geriatric care (care of older adults) team focused on the care of the frail, poly-chronic, elderly Medicare Advantage patients. This population is typically underserved and very challenged with access to care. To address these problems, we have elected to bring the care to the patient, instead of trying to bring the patient... to the care. Care is provided throughout the entire
Job Summary
The WellBe care model is a Physician Led Advanced Practice geriatric care (care of older adults) team focused on the care of the frail, poly-chronic, elderly Medicare Advantage patients. This population is typically underserved and very challenged with access to care. To address these problems, we have elected to bring the care to the patient, instead of trying to bring the patient... to the care. Care is provided throughout the entire continuum of care – from chronic care and urgent care in the home, to hospital, to skilled nursing facility, to assisted living, to palliative care, to end of life care. WellBe's physician/advanced practicing clinician led geriatric care teams’ partner with the patient’s primary care physician to provide concierge level geriatric medical care and social support in the home as well as delivering and coordinating across the entire care continuum.
GENERAL SUMMARY
This role will advance WellBe’s understanding of our patient's healthcare utilization and how we can reduce unnecessary healthcare costs while achieving better patient outcomes, and patient experience. The ideal candidate will have demonstrated proficiency of healthcare data sets, including medical claims, HCC, HEDIS, and be detailed oriented. This role reports to the SVP of Data and Clinical Solutions and works closely with operational and clinical leaders. The Reporting Consultant Sr will have ownership and is responsible for developing all companywide dashboards, reports, metrics and key performance indicators assets while also providing in-depth analysis and recommendations for improving/enhancing market performance. Documents, evaluates, and improves design of reports and processes to ensure that analytical tools evolve as the business changes. Develop trend analyses and other quantitative reports to determine business trends. Is an active participant in process improvement and problem resolution issues. Identify key insights and communicate to various stakeholders through the WellBe organization.
Job Description
SKILLS & COMPETENCIES
• Lead business analysis activities to gather required reporting and dashboard requirements
• Translate business requirements into specifications to design and implement the required reports and dashboards, created from potentially multiple data sources
• Develop actionable dashboards and reports to support care management and ACO operations
• Produce actionable reports that show key performance indicators, identify areas of improvement into current operations, and display root cause analysis of problems
• Own complex data projects and acts as a lead for other Reporting Analysts
• Provide analytical support for business operations in all or some of the following areas: claims, provider data, member data, clinical data, HEDIS, pharmacy, external reporting
• Ensure compliance with federal and state deliverable reporting requirements by performing data quality audits and analysis
• Work with key business owners to establish and meet their analytic needs and the analytic needs of the organization
• Work with Analytics teams to operationalize analytic and reporting innovations
• Lead migration of legacy reports from SQL Server sourced data to Snowflake
• Provide support as required to ensure the availability and performance of developed reports and dashboards
• Ensure proper configuration management and change controls are implemented for your sphere of influence
• Create training and assist users in the generation of ADHOC reports
• Design and implement technology best practices, guidelines and repeatable processes
• Must be able to perform duties with low supervision
• Other tasks needed to accomplish team’s objectives/goals
Job Requirements
Educational/Experience Requirements:
• BA/BS in Computer Science or related field is preferable. Equivalent combination of experience, education and training will be considered
• 7 years of reporting and dashboard development experience. Healthcare experience required. Deep Tableau experience required
Required Skills and Abilities:
• 7+ years of experience working with Enterprise Reporting and Analysis tools, SQL, and visual analytic applications.
• Proficient experience in SQL or other similar programming languages. Some development experience in at least one scripting language (Python, R, etc.) is a plus.
• Analytical ability required to gather data, perform transformation, perform complex analysis, solve both business and technical problems.
• Proficiency with business intelligence techniques & tools for the acquisition and transformation of raw data into meaningful and useful information for business and analysis purposes.
• Knowledge of relational databases and EMR data structure.
• Advanced ability to problem-solve creatively and analyze processes and systems.
• Performance tuning experience related to reporting queries required.
• Understanding of data integration issues (validation and cleaning), familiarity with complex data and structures.
• Knowledge of project and information management.
• Excellent interpersonal (verbal and written) communication skills are required to support working in project environments that includes internal, external and customer teams.
• Requires strong analytical, conceptual, and problem-solving abilities.
• Ability to manage multiple priorities, and assess and adjust quickly to changing priorities
Work Conditions: Ability to lift up to 20lbs. Moving lifting or transferring of patients may involve lifting of up to 50lbs as well as assist with weights of more than 100lbs.
• Ability to stand for extended periods
• Ability to drive to patient locations (ie. home, hospital, SNF, etc)
• Fine motor skills
• Visual acuity
The preceding functions may not be comprehensive in scope regarding work performed by an employee assigned to this position classification. Management reserves the right to add, modify, change or rescind the work assignments of this position. Management also reserves the right to make reasonable accommodations so that a qualified employee(s) can perform the essential functions of this role Show more details...
The WellBe care model is a Physician Led Advanced Practice geriatric care (care of older adults) team focused on the care of the frail, poly-chronic, elderly Medicare Advantage patients. This population is typically underserved and very challenged with access to care. To address these problems, we have elected to bring the care to the patient, instead of trying to bring the patient... to the care. Care is provided throughout the entire continuum of care – from chronic care and urgent care in the home, to hospital, to skilled nursing facility, to assisted living, to palliative care, to end of life care. WellBe's physician/advanced practicing clinician led geriatric care teams’ partner with the patient’s primary care physician to provide concierge level geriatric medical care and social support in the home as well as delivering and coordinating across the entire care continuum.
GENERAL SUMMARY
This role will advance WellBe’s understanding of our patient's healthcare utilization and how we can reduce unnecessary healthcare costs while achieving better patient outcomes, and patient experience. The ideal candidate will have demonstrated proficiency of healthcare data sets, including medical claims, HCC, HEDIS, and be detailed oriented. This role reports to the SVP of Data and Clinical Solutions and works closely with operational and clinical leaders. The Reporting Consultant Sr will have ownership and is responsible for developing all companywide dashboards, reports, metrics and key performance indicators assets while also providing in-depth analysis and recommendations for improving/enhancing market performance. Documents, evaluates, and improves design of reports and processes to ensure that analytical tools evolve as the business changes. Develop trend analyses and other quantitative reports to determine business trends. Is an active participant in process improvement and problem resolution issues. Identify key insights and communicate to various stakeholders through the WellBe organization.
Job Description
SKILLS & COMPETENCIES
• Lead business analysis activities to gather required reporting and dashboard requirements
• Translate business requirements into specifications to design and implement the required reports and dashboards, created from potentially multiple data sources
• Develop actionable dashboards and reports to support care management and ACO operations
• Produce actionable reports that show key performance indicators, identify areas of improvement into current operations, and display root cause analysis of problems
• Own complex data projects and acts as a lead for other Reporting Analysts
• Provide analytical support for business operations in all or some of the following areas: claims, provider data, member data, clinical data, HEDIS, pharmacy, external reporting
• Ensure compliance with federal and state deliverable reporting requirements by performing data quality audits and analysis
• Work with key business owners to establish and meet their analytic needs and the analytic needs of the organization
• Work with Analytics teams to operationalize analytic and reporting innovations
• Lead migration of legacy reports from SQL Server sourced data to Snowflake
• Provide support as required to ensure the availability and performance of developed reports and dashboards
• Ensure proper configuration management and change controls are implemented for your sphere of influence
• Create training and assist users in the generation of ADHOC reports
• Design and implement technology best practices, guidelines and repeatable processes
• Must be able to perform duties with low supervision
• Other tasks needed to accomplish team’s objectives/goals
Job Requirements
Educational/Experience Requirements:
• BA/BS in Computer Science or related field is preferable. Equivalent combination of experience, education and training will be considered
• 7 years of reporting and dashboard development experience. Healthcare experience required. Deep Tableau experience required
Required Skills and Abilities:
• 7+ years of experience working with Enterprise Reporting and Analysis tools, SQL, and visual analytic applications.
• Proficient experience in SQL or other similar programming languages. Some development experience in at least one scripting language (Python, R, etc.) is a plus.
• Analytical ability required to gather data, perform transformation, perform complex analysis, solve both business and technical problems.
• Proficiency with business intelligence techniques & tools for the acquisition and transformation of raw data into meaningful and useful information for business and analysis purposes.
• Knowledge of relational databases and EMR data structure.
• Advanced ability to problem-solve creatively and analyze processes and systems.
• Performance tuning experience related to reporting queries required.
• Understanding of data integration issues (validation and cleaning), familiarity with complex data and structures.
• Knowledge of project and information management.
• Excellent interpersonal (verbal and written) communication skills are required to support working in project environments that includes internal, external and customer teams.
• Requires strong analytical, conceptual, and problem-solving abilities.
• Ability to manage multiple priorities, and assess and adjust quickly to changing priorities
Work Conditions: Ability to lift up to 20lbs. Moving lifting or transferring of patients may involve lifting of up to 50lbs as well as assist with weights of more than 100lbs.
• Ability to stand for extended periods
• Ability to drive to patient locations (ie. home, hospital, SNF, etc)
• Fine motor skills
• Visual acuity
The preceding functions may not be comprehensive in scope regarding work performed by an employee assigned to this position classification. Management reserves the right to add, modify, change or rescind the work assignments of this position. Management also reserves the right to make reasonable accommodations so that a qualified employee(s) can perform the essential functions of this role Show more details...
via KSNT Jobs
posted_at: 2 days agoschedule_type: Full-timesalary: 45K–47K a year
Field Cost Report Auditor
Who We Are...
WPS Health Solutions is a leading not-for-profit health insurer in Wisconsin. Our services offer health insurance plans for individuals, families, seniors, and group plans for small to large businesses. We process claims and provide customer service support for beneficiaries of the Medicare program and manage benefits for millions of active-duty and retired military personnel across the U.S. and abroad. In
Field Cost Report Auditor
Who We Are...
WPS Health Solutions is a leading not-for-profit health insurer in Wisconsin. Our services offer health insurance plans for individuals, families, seniors, and group plans for small to large businesses. We process claims and provide customer service support for beneficiaries of the Medicare program and manage benefits for millions of active-duty and retired military personnel across the U.S. and abroad. In 2021, WPS Health Solutions celebrated 75 years of making health insurance easier for those we serve. Proud to be military and veteran ready.
Our Culture
WPS' Performance-Based Culture is where the great work and innovations of our people are seen, fueled, and rewarded. We accomplish this by creating an inclusive, empowering employee experience, focusing on People, Work, and Conditions. This results in people bringing their authentic selves to work every day in an organization that successfully adapts to business changes and new opportunities. We are guided by our Purpose: Together, making health care easier for the people we serve.
In 2021 and 2022, WPS Health Solutions was recognized for several awards including:
Madison, Wisconsin's Top Workplaces
Top Workplace national cultural excellence awards for Remote Work and Work-Life Flexibility
Achievers 50 Most Engaged Workplaces with the further honor of Achievers "Elite 8" winner in the category of Culture Alignment
Role Snapshot
Our Field Cost Report Auditor completes audits and desk reviews in accordance with government requirements for Centers for Medicare & Medicaid Services (CMS) to ensure accurate reporting of statistical and financial data reported on Medicare Cost Report. This role has a direct impact on confirming the US Tax funded Medicare program is working efficiently and cost effective.
Lead and participate in completing Uniform Desk Review/Audit Program within interim and monthly production goals.
Prepare audit adjustment reports and detailed sets of work papers based on Government Auditing Standards and CMS requirements, analysis, and audit/desk review of provider's cost report.
Analyze expense and revenue data for reasonableness and compliance, review provider pricing policies for consistency in charges, and examine statistical data for cost allocations.
Participate in work groups, providing input on work paper guidelines, techniques, and requirements.
Work with and learn current CMS regulations and WPS audit procedures.
Defend reimbursement or audit decisions made during desk review and audit based on documented regulations.
How do I know this opportunity is right for me? If you:
Thrive in a fast-paced environment that is deadline driven.
Are extremely detailed oriented and can identify inaccuracies easily.
Feel comfortable defending your decisions with data and facts.
Excel at math and problem solving.
Want to work in an environment with strong work life balance with flexible work hours.
Are interested in working remotely in the comfort of your home - no driving time, gas costs, or wear and tear on your vehicle.
What will I gain from this role?
Work experience with a management team that is committed to maintaining a high performing work culture.
Learn basic auditing principles that can spark career growth.
A thorough introduction to healthcare reimbursement.
Working remotely in the comfort of your home - no driving time, gas costs, or wear and tear on your vehicle.
Experience in an environment that serves our Nation's military, veterans, Guard and Reserves along with their families. In addition, we also serve Medicare beneficiaries and providers.
Minimum Qualifications
Bachelor's Degree in related field or equivalent post high school and/or related work experience.
Preferred Qualifications
Demonstrated understanding of accounting principles, auditing theories, or math concepts obtained through formal education and/or work-related experience.
Medicare Cost Report experience.
Healthcare experience.
Accounting or Finance background.
Compensation: Currently we are targeting a base salary of around $45,000 $47,000 plus other benefits and comp, WE ARE open to negotiation and consideration of experience, specifically experience with Medicare Audits.
Start Date Target: 4/24/23
This role is open to remote work for this opportunity in the following approved states:
Arizona, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Jersey, North Carolina, North Dakota, Ohio, South Carolina, South Dakota, Texas, Virginia, Wisconsin
Benefits
Remote and hybrid work options available
Performance bonus and/or merit increase opportunities
401(k) with dollar-per-dollar match up to 6% of salary (100% vested immediately)
Competitive paid time off
Health, dental insurance, Teladoc starts DAY 1
Review additional benefits here
Sign up for Job Alerts
FOLLOW US!
LinkedIn
Facebook
Twitter
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c Show more details...
Who We Are...
WPS Health Solutions is a leading not-for-profit health insurer in Wisconsin. Our services offer health insurance plans for individuals, families, seniors, and group plans for small to large businesses. We process claims and provide customer service support for beneficiaries of the Medicare program and manage benefits for millions of active-duty and retired military personnel across the U.S. and abroad. In 2021, WPS Health Solutions celebrated 75 years of making health insurance easier for those we serve. Proud to be military and veteran ready.
Our Culture
WPS' Performance-Based Culture is where the great work and innovations of our people are seen, fueled, and rewarded. We accomplish this by creating an inclusive, empowering employee experience, focusing on People, Work, and Conditions. This results in people bringing their authentic selves to work every day in an organization that successfully adapts to business changes and new opportunities. We are guided by our Purpose: Together, making health care easier for the people we serve.
In 2021 and 2022, WPS Health Solutions was recognized for several awards including:
Madison, Wisconsin's Top Workplaces
Top Workplace national cultural excellence awards for Remote Work and Work-Life Flexibility
Achievers 50 Most Engaged Workplaces with the further honor of Achievers "Elite 8" winner in the category of Culture Alignment
Role Snapshot
Our Field Cost Report Auditor completes audits and desk reviews in accordance with government requirements for Centers for Medicare & Medicaid Services (CMS) to ensure accurate reporting of statistical and financial data reported on Medicare Cost Report. This role has a direct impact on confirming the US Tax funded Medicare program is working efficiently and cost effective.
Lead and participate in completing Uniform Desk Review/Audit Program within interim and monthly production goals.
Prepare audit adjustment reports and detailed sets of work papers based on Government Auditing Standards and CMS requirements, analysis, and audit/desk review of provider's cost report.
Analyze expense and revenue data for reasonableness and compliance, review provider pricing policies for consistency in charges, and examine statistical data for cost allocations.
Participate in work groups, providing input on work paper guidelines, techniques, and requirements.
Work with and learn current CMS regulations and WPS audit procedures.
Defend reimbursement or audit decisions made during desk review and audit based on documented regulations.
How do I know this opportunity is right for me? If you:
Thrive in a fast-paced environment that is deadline driven.
Are extremely detailed oriented and can identify inaccuracies easily.
Feel comfortable defending your decisions with data and facts.
Excel at math and problem solving.
Want to work in an environment with strong work life balance with flexible work hours.
Are interested in working remotely in the comfort of your home - no driving time, gas costs, or wear and tear on your vehicle.
What will I gain from this role?
Work experience with a management team that is committed to maintaining a high performing work culture.
Learn basic auditing principles that can spark career growth.
A thorough introduction to healthcare reimbursement.
Working remotely in the comfort of your home - no driving time, gas costs, or wear and tear on your vehicle.
Experience in an environment that serves our Nation's military, veterans, Guard and Reserves along with their families. In addition, we also serve Medicare beneficiaries and providers.
Minimum Qualifications
Bachelor's Degree in related field or equivalent post high school and/or related work experience.
Preferred Qualifications
Demonstrated understanding of accounting principles, auditing theories, or math concepts obtained through formal education and/or work-related experience.
Medicare Cost Report experience.
Healthcare experience.
Accounting or Finance background.
Compensation: Currently we are targeting a base salary of around $45,000 $47,000 plus other benefits and comp, WE ARE open to negotiation and consideration of experience, specifically experience with Medicare Audits.
Start Date Target: 4/24/23
This role is open to remote work for this opportunity in the following approved states:
Arizona, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Jersey, North Carolina, North Dakota, Ohio, South Carolina, South Dakota, Texas, Virginia, Wisconsin
Benefits
Remote and hybrid work options available
Performance bonus and/or merit increase opportunities
401(k) with dollar-per-dollar match up to 6% of salary (100% vested immediately)
Competitive paid time off
Health, dental insurance, Teladoc starts DAY 1
Review additional benefits here
Sign up for Job Alerts
FOLLOW US!
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c Show more details...
via The Muse
posted_at: 2 days agoschedule_type: Full-time
Here at Avis Budget Group we're more than just rentals-although over 70 years of experience and 11,000 locations in 180 countries has taught us a thing or two about that. We're shaping the future of the mobility industry with our innovative, customer-focused solutions. Our globally recognized brands - Avis, Budget, Budget Truck and Zipcar - connect people to more. This means more convenience... more options and more time on the road for our customers.
Here at Avis Budget Group we're more than just rentals-although over 70 years of experience and 11,000 locations in 180 countries has taught us a thing or two about that. We're shaping the future of the mobility industry with our innovative, customer-focused solutions. Our globally recognized brands - Avis, Budget, Budget Truck and Zipcar - connect people to more. This means more convenience... more options and more time on the road for our customers. But we also connect our employees to more: opportunities, benefits, support, collaboration and most importantly-power to change the future. Sound your speed? Come join our family.
Job Summary
The Analyst assists in preparation, coordination, and related analyses of SEC filings (10-Q/Ks, 8-Ks, 11-Ks, bond offerings, etc.) to ensure that information released is accurate and complete and filing deadlines are met. In addition to the above listed filings, analyst will assist with the preparation of Pension Plan financial statements. This position also assists in the review and analysis of financial results of the Company, to facilitate the monthly close process, including, but not limited to G/L account analyses.
What you'll do:
• Assist in preparation, coordination, and related analyses of quarterly SEC filings.
• Perform technical research, as needed, to resolve accounting and reporting issues.
• Assist with Investor Relations projects
• Prepare quarterly reporting schedules to support financial statements and footnote disclosures.
• Coordinate with various levels of management to accumulate necessary data.
• Assist in review of Investor Relations' quarterly earnings release and call script, as well as investor presentations.
• Prepare various pension plan and 401(k) plan annual financial statements.
• Work closely with external auditors facilitating quarterly review and annual audit of SEC filings (10-Q/Ks, 11-Ks) as well as annual pension plans financials.
• Prepare disclosure checklists.
• Prepare ad-hoc reports and analyses as requested by management.
• Participate in Sarbanes-Oxley compliance processes.
What we're looking for:
• Bachelor's Degree in Accounting.
• Minimum of 2 years' experience in Public Accounting or corporate environment. Big Four experience preferred.
• CPA is preferred.
Skills and abilities you should have:
• Knowledge of US GAAP and Sarbanes-Oxley.
• Knowledge of financial calculations and reporting requirements.
• Must be proficient in Microsoft Office applications.
• Excellent analytical ability, attention to detail and ability to multi-task in a fast-paced environment.
• Excellent communication skills and ability to work independently and in teams.
• Knowledge of Workiva's Wdesk system.
• Oracle cloud or similar ERP system experience preferred.
Perks you'll get:
• Clear and defined career paths to pursue
• Access to Medical, Dental, Vision, Life and Disability insurance
• Eligible to elect other voluntary benefits including: Group Legal, Identity Theft, Accident Insurance, FSA, additional life insurance coverages
• Contribute up to $260 as a tax-free benefit for public transportation or parking expenses
• 401(k) Retirement Plan with company matched contributions
• Full training to learn the business and enhance professional skills
• Employee discounts, including discounted prices on the purchase of Avis/Budget cars
• Access to an Employee Assistance Program for services including counseling, financial and legal consultation, referrals for care service and more
Avis Budget Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
ParsippanyNew JerseyUnited States of America
R0118908 Show more details...
Job Summary
The Analyst assists in preparation, coordination, and related analyses of SEC filings (10-Q/Ks, 8-Ks, 11-Ks, bond offerings, etc.) to ensure that information released is accurate and complete and filing deadlines are met. In addition to the above listed filings, analyst will assist with the preparation of Pension Plan financial statements. This position also assists in the review and analysis of financial results of the Company, to facilitate the monthly close process, including, but not limited to G/L account analyses.
What you'll do:
• Assist in preparation, coordination, and related analyses of quarterly SEC filings.
• Perform technical research, as needed, to resolve accounting and reporting issues.
• Assist with Investor Relations projects
• Prepare quarterly reporting schedules to support financial statements and footnote disclosures.
• Coordinate with various levels of management to accumulate necessary data.
• Assist in review of Investor Relations' quarterly earnings release and call script, as well as investor presentations.
• Prepare various pension plan and 401(k) plan annual financial statements.
• Work closely with external auditors facilitating quarterly review and annual audit of SEC filings (10-Q/Ks, 11-Ks) as well as annual pension plans financials.
• Prepare disclosure checklists.
• Prepare ad-hoc reports and analyses as requested by management.
• Participate in Sarbanes-Oxley compliance processes.
What we're looking for:
• Bachelor's Degree in Accounting.
• Minimum of 2 years' experience in Public Accounting or corporate environment. Big Four experience preferred.
• CPA is preferred.
Skills and abilities you should have:
• Knowledge of US GAAP and Sarbanes-Oxley.
• Knowledge of financial calculations and reporting requirements.
• Must be proficient in Microsoft Office applications.
• Excellent analytical ability, attention to detail and ability to multi-task in a fast-paced environment.
• Excellent communication skills and ability to work independently and in teams.
• Knowledge of Workiva's Wdesk system.
• Oracle cloud or similar ERP system experience preferred.
Perks you'll get:
• Clear and defined career paths to pursue
• Access to Medical, Dental, Vision, Life and Disability insurance
• Eligible to elect other voluntary benefits including: Group Legal, Identity Theft, Accident Insurance, FSA, additional life insurance coverages
• Contribute up to $260 as a tax-free benefit for public transportation or parking expenses
• 401(k) Retirement Plan with company matched contributions
• Full training to learn the business and enhance professional skills
• Employee discounts, including discounted prices on the purchase of Avis/Budget cars
• Access to an Employee Assistance Program for services including counseling, financial and legal consultation, referrals for care service and more
Avis Budget Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
ParsippanyNew JerseyUnited States of America
R0118908 Show more details...
via Dice
posted_at: 6 days agoschedule_type: Full-time
We are seeking an experienced AxiomSL/Regulatory Reporting Developer to develop Regulatory Reports, data models, data sources, etc., according to technical requirements.
Job Responsibilities...
• Support the design, build and develop enhancements of Regulatory Reporting applications
• Responsible for migrating Regulatory reporting using AxiomSL from one environment to another
• Development and review of PL/SQL code to support data sourcing
We are seeking an experienced AxiomSL/Regulatory Reporting Developer to develop Regulatory Reports, data models, data sources, etc., according to technical requirements.
Job Responsibilities...
• Support the design, build and develop enhancements of Regulatory Reporting applications
• Responsible for migrating Regulatory reporting using AxiomSL from one environment to another
• Development and review of PL/SQL code to support data sourcing into Axiom
• Working as part of Agile team to complete the migration with a good quality product
• Displays an innovative approach to apply modern software development principles, methodologies and tools to advance business initiatives and capabilities.
Minimum requirements:
• At least 6 years of software development experience
• 3+ years of experience in a financial institution with exposure to Regulatory Reporting using AxiomSL
• Experience with PL SQL is required
• Experience with Data Warehousing
• Excellent verbal and written communication skills
• Excellent analytical and problem-solving abilities
• Ability to adapt and learn new technologies quickly
• Familiarity with application development life cycle
Job Type: Full-Time
Job Location: Whippany, NJ Show more details...
Job Responsibilities...
• Support the design, build and develop enhancements of Regulatory Reporting applications
• Responsible for migrating Regulatory reporting using AxiomSL from one environment to another
• Development and review of PL/SQL code to support data sourcing into Axiom
• Working as part of Agile team to complete the migration with a good quality product
• Displays an innovative approach to apply modern software development principles, methodologies and tools to advance business initiatives and capabilities.
Minimum requirements:
• At least 6 years of software development experience
• 3+ years of experience in a financial institution with exposure to Regulatory Reporting using AxiomSL
• Experience with PL SQL is required
• Experience with Data Warehousing
• Excellent verbal and written communication skills
• Excellent analytical and problem-solving abilities
• Ability to adapt and learn new technologies quickly
• Familiarity with application development life cycle
Job Type: Full-Time
Job Location: Whippany, NJ Show more details...
via KHON2 Jobs
posted_at: 7 days agoschedule_type: Full-time
Workday Report Developer
Workday wizard wanted! Uline needs an analyst to develop advanced Workday reports to support our Human Resources department...
Position Responsibilities
• Develop and modify advanced reports for internal human resources and managers using Access, Excel, and Workday Report Writer.
• Collaborate with Workday users to outline reporting requirements.
• Identify and execute process improvement strategies for HR groups like
Workday Report Developer
Workday wizard wanted! Uline needs an analyst to develop advanced Workday reports to support our Human Resources department...
Position Responsibilities
• Develop and modify advanced reports for internal human resources and managers using Access, Excel, and Workday Report Writer.
• Collaborate with Workday users to outline reporting requirements.
• Identify and execute process improvement strategies for HR groups like Payroll, Benefits, Compensation, and Recruiting.
• Train users on Workday reporting functions and available reports.
• Partner with Workday Security team to maintain Uline's data and privacy standards.
Minimum Requirements
• Bachelor's degree.
• 2+ years of Workday Report Writer experience.
• Workday PRISM, BIRT, and composite reporting experience preferred.
• SQL knowledge a plus.
• Excellent written and verbal communication skills.
Benefits
• Complete medical, dental, vision and life insurance coverage, Flexible Spending Accounts and wellness programs.
• 401(k) with 5% employer match.
• Paid holidays and generous paid time off.
• Tuition Assistance Program that covers professional continuing education.
• Bonus programs that include annual performance, sales goals and profit sharing.
Employee Perks
• On-site cafe with executive chefs and seasonal dinner-to-go options.
• First-class fitness center with complimentary personal trainers.
• Over four miles of beautifully maintained walking trails.
Work Location
• Corporate Headquarters
• 12575 Uline Drive, Pleasant Prairie, WI 53158
• Better together than apart. This position is on-site, and we are looking for good people who share our passion.
About Uline
Uline is North America's leading distributor of shipping, industrial and packaging materials. We're a family-owned company known for incredible service, quality products and same-day shipping of our huge in-stock inventory. With over 9,000 employees across 13 locations, it's time you joined Uline.
Uline is proud to operate as a drug-free workplace. All new hires must complete a pre-employment hair follicle drug screening.
EEO/AA Employer/Vet/Disabled
#LI-JP1
#CORP
(#IN-PPHR)
Our employees make the difference and we are committed to offering exceptional benefits and perks! Explore Uline. jobs to learn more Show more details...
Workday wizard wanted! Uline needs an analyst to develop advanced Workday reports to support our Human Resources department...
Position Responsibilities
• Develop and modify advanced reports for internal human resources and managers using Access, Excel, and Workday Report Writer.
• Collaborate with Workday users to outline reporting requirements.
• Identify and execute process improvement strategies for HR groups like Payroll, Benefits, Compensation, and Recruiting.
• Train users on Workday reporting functions and available reports.
• Partner with Workday Security team to maintain Uline's data and privacy standards.
Minimum Requirements
• Bachelor's degree.
• 2+ years of Workday Report Writer experience.
• Workday PRISM, BIRT, and composite reporting experience preferred.
• SQL knowledge a plus.
• Excellent written and verbal communication skills.
Benefits
• Complete medical, dental, vision and life insurance coverage, Flexible Spending Accounts and wellness programs.
• 401(k) with 5% employer match.
• Paid holidays and generous paid time off.
• Tuition Assistance Program that covers professional continuing education.
• Bonus programs that include annual performance, sales goals and profit sharing.
Employee Perks
• On-site cafe with executive chefs and seasonal dinner-to-go options.
• First-class fitness center with complimentary personal trainers.
• Over four miles of beautifully maintained walking trails.
Work Location
• Corporate Headquarters
• 12575 Uline Drive, Pleasant Prairie, WI 53158
• Better together than apart. This position is on-site, and we are looking for good people who share our passion.
About Uline
Uline is North America's leading distributor of shipping, industrial and packaging materials. We're a family-owned company known for incredible service, quality products and same-day shipping of our huge in-stock inventory. With over 9,000 employees across 13 locations, it's time you joined Uline.
Uline is proud to operate as a drug-free workplace. All new hires must complete a pre-employment hair follicle drug screening.
EEO/AA Employer/Vet/Disabled
#LI-JP1
#CORP
(#IN-PPHR)
Our employees make the difference and we are committed to offering exceptional benefits and perks! Explore Uline. jobs to learn more Show more details...
via Farmers Insurance
posted_at: 10 days agoschedule_type: Full-time
We are Farmers!
We are… more than just your favorite commercials. We are a passionate, award winning, equal opportunity employer, committed to the strength of a diverse workforce. We are dedicated to supporting the well-being of our people through our extensive suite of benefits, as well as the well-being of the communities we serve through employee volunteer programs and nonprofit partnerships... Helping others in their time of need isn’t just
We are Farmers!
We are… more than just your favorite commercials. We are a passionate, award winning, equal opportunity employer, committed to the strength of a diverse workforce. We are dedicated to supporting the well-being of our people through our extensive suite of benefits, as well as the well-being of the communities we serve through employee volunteer programs and nonprofit partnerships... Helping others in their time of need isn’t just our business – it’s our culture! We are Farmers!
Do you thrive in a high-volume, fast-paced environment? Do you enjoy the challenge of a position where no two days are alike? We are looking for positive, high-energy professionals who are not just looking for a job, but a meaningful career!
Job Summary
• Member of Strategy Integration & Reporting team that analyzes the effectiveness of new and existing agency management, performance and compensation programs.
• Participates in the development and creation of proposals and programs designed to improve the productivity and profitability of the Independent Agency Operations organization and the Independent Agent Channel.
• Participates in assigned projects to optimize allocation of resources.
• Contributes to operational reporting and analysis projects for IA distribution.
• Performs data analysis for the Independent Agency Distribution Channel across all agency segments and lines of business.
• Applies analysis, interpretation and reporting to solve defined problems.
• Evaluates data to identify trends in production and profitability of the lines of business and the distribution management group. Provides proper level of analytics & reporting necessary to support business decisions. Limited contact with and presentation to senior executives.
Essential Job Functions
• Engaging senior leadership team through meetings and presentations.
• Supports processes that provide systematic measurement of distribution management initiatives.
• Participates in the development of actionable measurement of distribution programs that drive follow up strategy and tactics.
• Develops data analysis and recommendations for the Independent Agency Distribution Organization.
• Participates in joint projects with other business units regarding the performance, management and compensation of IA Distribution Channel.
• Analyzes agency segmentation & compensation programs & provides recommendations for change. Produces standardized operational management reports including trending analysis of productivity and profitability measures within agency segments and across lines of business.
• Develops agency segmentation & attribute reporting including collection & presentment of standard operational KPIs and milestones including operational scorecards.
• Supports “need based” reporting as assigned.
• Other duties as assigned
Education Requirements
• High school diploma or equivalent required. Bachelor’s degree preferred. Degree in business, insurance management, statistical or related field preferred.
Experience Requirements
• Programming language experience is preferred.
• Experience in data capture evaluation and trend analysis is preferred.
Special Skill Requirement
• SQL, R, Python or Power BI experience is preferred
• Proven written and oral communication and critical thinking skills.
• Expert level with Microsoft Excel.
• Proven written and oral communication and critical thinking skills.
Benefits
• Farmers offers a competitive salary commensurate with experience, qualifications and location.
o CA Only: $71,520 - $103,800
o CO Only: $67,200 - $89,400
o New York City, NY/Westchester County: $83,040 - $103,800
o WA Only: $71,520 - $119,625
• Bonus Opportunity (based on Company and Individual Performance)
• 401(k)
• Medical
• Dental
• Vision
• Health Savings and Flexible Spending Accounts
• Life Insurance
• Paid Time Off
• Paid Parental Leave
• Tuition Assistance
• For more information, review “What we offer” on https://www.farmers.com/careers/corporate/#offer
Job Location(s): R_US - RW - Remote Work
Want to learn more about our culture & opportunities? Check out www.Farmers.com/careers/corporate and be sure to follow us on Instagram, LinkedIn, and TikTok Show more details...
We are… more than just your favorite commercials. We are a passionate, award winning, equal opportunity employer, committed to the strength of a diverse workforce. We are dedicated to supporting the well-being of our people through our extensive suite of benefits, as well as the well-being of the communities we serve through employee volunteer programs and nonprofit partnerships... Helping others in their time of need isn’t just our business – it’s our culture! We are Farmers!
Do you thrive in a high-volume, fast-paced environment? Do you enjoy the challenge of a position where no two days are alike? We are looking for positive, high-energy professionals who are not just looking for a job, but a meaningful career!
Job Summary
• Member of Strategy Integration & Reporting team that analyzes the effectiveness of new and existing agency management, performance and compensation programs.
• Participates in the development and creation of proposals and programs designed to improve the productivity and profitability of the Independent Agency Operations organization and the Independent Agent Channel.
• Participates in assigned projects to optimize allocation of resources.
• Contributes to operational reporting and analysis projects for IA distribution.
• Performs data analysis for the Independent Agency Distribution Channel across all agency segments and lines of business.
• Applies analysis, interpretation and reporting to solve defined problems.
• Evaluates data to identify trends in production and profitability of the lines of business and the distribution management group. Provides proper level of analytics & reporting necessary to support business decisions. Limited contact with and presentation to senior executives.
Essential Job Functions
• Engaging senior leadership team through meetings and presentations.
• Supports processes that provide systematic measurement of distribution management initiatives.
• Participates in the development of actionable measurement of distribution programs that drive follow up strategy and tactics.
• Develops data analysis and recommendations for the Independent Agency Distribution Organization.
• Participates in joint projects with other business units regarding the performance, management and compensation of IA Distribution Channel.
• Analyzes agency segmentation & compensation programs & provides recommendations for change. Produces standardized operational management reports including trending analysis of productivity and profitability measures within agency segments and across lines of business.
• Develops agency segmentation & attribute reporting including collection & presentment of standard operational KPIs and milestones including operational scorecards.
• Supports “need based” reporting as assigned.
• Other duties as assigned
Education Requirements
• High school diploma or equivalent required. Bachelor’s degree preferred. Degree in business, insurance management, statistical or related field preferred.
Experience Requirements
• Programming language experience is preferred.
• Experience in data capture evaluation and trend analysis is preferred.
Special Skill Requirement
• SQL, R, Python or Power BI experience is preferred
• Proven written and oral communication and critical thinking skills.
• Expert level with Microsoft Excel.
• Proven written and oral communication and critical thinking skills.
Benefits
• Farmers offers a competitive salary commensurate with experience, qualifications and location.
o CA Only: $71,520 - $103,800
o CO Only: $67,200 - $89,400
o New York City, NY/Westchester County: $83,040 - $103,800
o WA Only: $71,520 - $119,625
• Bonus Opportunity (based on Company and Individual Performance)
• 401(k)
• Medical
• Dental
• Vision
• Health Savings and Flexible Spending Accounts
• Life Insurance
• Paid Time Off
• Paid Parental Leave
• Tuition Assistance
• For more information, review “What we offer” on https://www.farmers.com/careers/corporate/#offer
Job Location(s): R_US - RW - Remote Work
Want to learn more about our culture & opportunities? Check out www.Farmers.com/careers/corporate and be sure to follow us on Instagram, LinkedIn, and TikTok Show more details...
via JobLeads
posted_at: 2 days agoschedule_type: Full-time
Job Description - Inventory Reporting Finance Analyst (2306106768W)
Inventory Reporting Finance Analyst - 2306106768W...
Description
Johnson & Johnson is recruiting for an Inventory Reporting Finance Analyst. This position is located in El Paso TX or Juarez Mexico, and will require occasional travel of up to 10%.
Caring for the world, one person at a time, inspires and unites the people of Johnson & Johnson. We embrace research and science –
Job Description - Inventory Reporting Finance Analyst (2306106768W)
Inventory Reporting Finance Analyst - 2306106768W...
Description
Johnson & Johnson is recruiting for an Inventory Reporting Finance Analyst. This position is located in El Paso TX or Juarez Mexico, and will require occasional travel of up to 10%.
Caring for the world, one person at a time, inspires and unites the people of Johnson & Johnson. We embrace research and science – bringing innovative ideas, products and services to advance the health and well-being of people. Employees of the Johnson & Johnson Family of Companies work with partners in health care to touch the lives of over a billion people every day, throughout the world. We have more than 275 operating companies in more than 60 countries, with more than 128,700 employees. Our worldwide headquarters is located in New Brunswick, New Jersey, USA.
Provide Financial leadership in relation to Juarez Inventory reporting and Headcount, Spend, Capital projects and Overhead initiatives for Plan Pillar for actuals and forecasts for the Mitek Organization. Influences business decisions based on analyses to meet or exceed financial commitments in the business and strategic plans. Provides financial leadership and guidance to business partners and finance staff. Ensures that appropriate financial processes and systems are in place in accordance with local government laws and corporate policies.
Responsibilities
• Influence business partners on Inventory decisions.
• Consolidate Inventory and Plan reporting for Mitek Business for actuals and forecasts
• Consolidation, reporting, commentary for Inventory & DOS
• Business partner to Plan leadership and their teams
• Excess and Obsolete forecast and actuals consolidation with overviews on business drivers
• Reserves consolidations and drivers for actuals and forecast
• Provide Financial leadership in relation to Plan Headcount and Spend, Capital projects and Overhead initiatives
• Process improvements projects and any additional project assigned
• Conducts financial analysis of costs, pricing, variable contribution(margin), and analysis of sales results.
• Deploys dashboards and business scorecards.
• Partners cross functionally to develop solutions to a variety of problems with varying levels of scope and complexity.
• Exercises judgment within defined procedures and practices to determine appropriate courses of action.
• Acts as liaison with external firms when appropriate
• Analyzes company actual performance vs. business plan, which may include pricing, profitability, and variances analyses
• Develops policies and procedures to meet finance group objectives
• Oversees operation and cost effectiveness of operating systems and programs
• Responsible for communicating business related issues or opportunities to next management level
• Responsible for ensuring subordinates follow all Company guidelines related to Health, Safety and Environmental practices and that all resources needed to do so are available and in good condition
• Responsible for ensuring personal and Company compliance with all Federal, State, local and Company regulations, policies, and procedures
• Performs other duties assigned as needed
Qualifications
Qualifications
• A minimum of a bachelor’s degree is required, preferably in Finance or Accounting
• A minimum of 3 years of related experience is required
At Johnson & Johnson, we’re on a mission to change the trajectory of health for humanity. That starts by creating the world’s healthiest workforce. Through cutting-edge programs and policies, we empower the physical, mental, emotional, and financial health of our employees and the ones they love. As such, candidates offered employment must show proof of COVID-19 vaccination or secure an approved accommodation prior to the commencement of employment to support the well-being of our employees, their families, and the communities in which we live and work.
Johnson & Johnson is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
For more information on how we support the whole health of our employees throughout their wellness, career, and life journey, please visit www.careers.jnj.com.]
Johnson & Johnson is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive considerationfor employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin,or protected veteran status and will not be discriminated against on the basis of disability.andEqual Employment Opportunity Posters GINA Supplement.
If you are an individual with a disability, please check ourpage for information on how to request an accommodation.Disability Assistance
This site is governed solely by applicable U.S. laws and governmental regulations. Please see our. Use of this site constitutes your consent to application of such laws and regulations and to our. Your use of the information on this site is subject to the terms of our. You should view thesection and the most recent SEC Filings in thesection in order to receive the most current information made available by Johnson & Johnson Services,Inc.with any questions or search this site for more information.Privacy Policy Privacy Policy Legal Notice News Investor Contact Us Show more details...
Inventory Reporting Finance Analyst - 2306106768W...
Description
Johnson & Johnson is recruiting for an Inventory Reporting Finance Analyst. This position is located in El Paso TX or Juarez Mexico, and will require occasional travel of up to 10%.
Caring for the world, one person at a time, inspires and unites the people of Johnson & Johnson. We embrace research and science – bringing innovative ideas, products and services to advance the health and well-being of people. Employees of the Johnson & Johnson Family of Companies work with partners in health care to touch the lives of over a billion people every day, throughout the world. We have more than 275 operating companies in more than 60 countries, with more than 128,700 employees. Our worldwide headquarters is located in New Brunswick, New Jersey, USA.
Provide Financial leadership in relation to Juarez Inventory reporting and Headcount, Spend, Capital projects and Overhead initiatives for Plan Pillar for actuals and forecasts for the Mitek Organization. Influences business decisions based on analyses to meet or exceed financial commitments in the business and strategic plans. Provides financial leadership and guidance to business partners and finance staff. Ensures that appropriate financial processes and systems are in place in accordance with local government laws and corporate policies.
Responsibilities
• Influence business partners on Inventory decisions.
• Consolidate Inventory and Plan reporting for Mitek Business for actuals and forecasts
• Consolidation, reporting, commentary for Inventory & DOS
• Business partner to Plan leadership and their teams
• Excess and Obsolete forecast and actuals consolidation with overviews on business drivers
• Reserves consolidations and drivers for actuals and forecast
• Provide Financial leadership in relation to Plan Headcount and Spend, Capital projects and Overhead initiatives
• Process improvements projects and any additional project assigned
• Conducts financial analysis of costs, pricing, variable contribution(margin), and analysis of sales results.
• Deploys dashboards and business scorecards.
• Partners cross functionally to develop solutions to a variety of problems with varying levels of scope and complexity.
• Exercises judgment within defined procedures and practices to determine appropriate courses of action.
• Acts as liaison with external firms when appropriate
• Analyzes company actual performance vs. business plan, which may include pricing, profitability, and variances analyses
• Develops policies and procedures to meet finance group objectives
• Oversees operation and cost effectiveness of operating systems and programs
• Responsible for communicating business related issues or opportunities to next management level
• Responsible for ensuring subordinates follow all Company guidelines related to Health, Safety and Environmental practices and that all resources needed to do so are available and in good condition
• Responsible for ensuring personal and Company compliance with all Federal, State, local and Company regulations, policies, and procedures
• Performs other duties assigned as needed
Qualifications
Qualifications
• A minimum of a bachelor’s degree is required, preferably in Finance or Accounting
• A minimum of 3 years of related experience is required
At Johnson & Johnson, we’re on a mission to change the trajectory of health for humanity. That starts by creating the world’s healthiest workforce. Through cutting-edge programs and policies, we empower the physical, mental, emotional, and financial health of our employees and the ones they love. As such, candidates offered employment must show proof of COVID-19 vaccination or secure an approved accommodation prior to the commencement of employment to support the well-being of our employees, their families, and the communities in which we live and work.
Johnson & Johnson is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
For more information on how we support the whole health of our employees throughout their wellness, career, and life journey, please visit www.careers.jnj.com.]
Johnson & Johnson is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive considerationfor employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin,or protected veteran status and will not be discriminated against on the basis of disability.andEqual Employment Opportunity Posters GINA Supplement.
If you are an individual with a disability, please check ourpage for information on how to request an accommodation.Disability Assistance
This site is governed solely by applicable U.S. laws and governmental regulations. Please see our. Use of this site constitutes your consent to application of such laws and regulations and to our. Your use of the information on this site is subject to the terms of our. You should view thesection and the most recent SEC Filings in thesection in order to receive the most current information made available by Johnson & Johnson Services,Inc.with any questions or search this site for more information.Privacy Policy Privacy Policy Legal Notice News Investor Contact Us Show more details...
via WANE Jobs
posted_at: 5 days agoschedule_type: Full-time
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management (MSWM) has over $2 trillion under management and is one of the world's largest networks of Financial Advisors.
Institutional Infrastructure Solutions (IIS) is an institutional branch that... provides world-class service to Morgan Stanley's institutional
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management (MSWM) has over $2 trillion under management and is one of the world's largest networks of Financial Advisors.
Institutional Infrastructure Solutions (IIS) is an institutional branch that... provides world-class service to Morgan Stanley's institutional and family office clients. IIS supports clients in partnership with Financial Advisors, our Outsourced Chief Investment Office (OCIO) and WM Operations. IIS specifically supports all client service model execution processes including Client Onboarding and Maintenance, Money Movement, Asset Aggregation and Accounting, Billing, and Client/IO Reporting
IIS is looking for an entrepreneurial, ambitious and intellectually curious professional to join the investment reporting team. The candidate plays a vital role maintaining accurate data in performance reporting systems, adhering to all policies and procedures, and contributing to operational process improvements. The candidate will collaborate and partner closely with client coverage teams, reporting and analytics associates, and oversight to deliver timely and accurate investment reports.
Primary Responsibilities:
• Compile and generate monthly and quarterly performance reports, reconcile performance discrepancies, and ensure accuracy of data through self-audit
• Manually capture and reconcile alternative investment transactions and valuations into designated systems and spreadsheets
• Process, review and resolve any exception items to ensure accurate reporting of client investments
• Review investment activity, performance, and cash flows daily to ensure data quality across accounts, entities, and clients
• Plan, organize, and prioritize assignments to consistently meet high standards of reporting timeliness and accuracy
• Develop as a subject matter expert and support cross-functional teams by being accessible, responsive, and delivering timely feedback
• Understand and effectively utilize the group's systems, infrastructure, platforms and business processes
• Increase the effectiveness of the Reporting Team by identifying gaps and recommending/providing training and development opportunities for other Team members
• Regularly seek opportunities to use firm resources for peer sharing and collaborating across the team
• Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness
• Interface and maintain strong relationships with internal and external stakeholders including research, trading, operations, product specialists, third party vendors and custodians
Knowledge and Skills Required
• Proficiency in Microsoft Office including Excel, PowerPoint and Access
• Experience and knowledge of wealth management platforms and vehicles, including managed accounts, mutual funds, ETFs, separate accounts, and alternative investments
• Understanding of performance calculations, including measurement and attribution
• Understanding of alternative investments including private equity, hedge funds, direct investments and their corresponding transactions
• Must be very detail-oriented, with an ability to multi-task and handle multiple priorities
• Strong strategic thinking and problem-solving skills with the ability to clearly define a problem, synthesize data to derive fact-based insights, and provide insightful and actionable recommendations
• Strong organizational and project management skills
• Ability to work independently and effectively on a team, with demonstrated leadership abilities
• Technical background with strong analytical and quantitative skills
• Exemplary verbal and written communication skills
• Undergraduate degree in Finance or applicable field
• FINRA Series 7 and 66 is a plus
Qualifications
• 2+ years portfolio accounting or investment reporting experience serving institutional and ultra-high net worth clients
• Undergraduate degree in accounting, finance, economics, data, or related field
• FINRA Series 7 and 66 is a plus, though not required
• Familiarity with programming languages eg Python, VBA, SQL a plus, but not required
• Industry designations including CIPM, CFA or significant progress towards a plus, but not required Show more details...
Institutional Infrastructure Solutions (IIS) is an institutional branch that... provides world-class service to Morgan Stanley's institutional and family office clients. IIS supports clients in partnership with Financial Advisors, our Outsourced Chief Investment Office (OCIO) and WM Operations. IIS specifically supports all client service model execution processes including Client Onboarding and Maintenance, Money Movement, Asset Aggregation and Accounting, Billing, and Client/IO Reporting
IIS is looking for an entrepreneurial, ambitious and intellectually curious professional to join the investment reporting team. The candidate plays a vital role maintaining accurate data in performance reporting systems, adhering to all policies and procedures, and contributing to operational process improvements. The candidate will collaborate and partner closely with client coverage teams, reporting and analytics associates, and oversight to deliver timely and accurate investment reports.
Primary Responsibilities:
• Compile and generate monthly and quarterly performance reports, reconcile performance discrepancies, and ensure accuracy of data through self-audit
• Manually capture and reconcile alternative investment transactions and valuations into designated systems and spreadsheets
• Process, review and resolve any exception items to ensure accurate reporting of client investments
• Review investment activity, performance, and cash flows daily to ensure data quality across accounts, entities, and clients
• Plan, organize, and prioritize assignments to consistently meet high standards of reporting timeliness and accuracy
• Develop as a subject matter expert and support cross-functional teams by being accessible, responsive, and delivering timely feedback
• Understand and effectively utilize the group's systems, infrastructure, platforms and business processes
• Increase the effectiveness of the Reporting Team by identifying gaps and recommending/providing training and development opportunities for other Team members
• Regularly seek opportunities to use firm resources for peer sharing and collaborating across the team
• Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness
• Interface and maintain strong relationships with internal and external stakeholders including research, trading, operations, product specialists, third party vendors and custodians
Knowledge and Skills Required
• Proficiency in Microsoft Office including Excel, PowerPoint and Access
• Experience and knowledge of wealth management platforms and vehicles, including managed accounts, mutual funds, ETFs, separate accounts, and alternative investments
• Understanding of performance calculations, including measurement and attribution
• Understanding of alternative investments including private equity, hedge funds, direct investments and their corresponding transactions
• Must be very detail-oriented, with an ability to multi-task and handle multiple priorities
• Strong strategic thinking and problem-solving skills with the ability to clearly define a problem, synthesize data to derive fact-based insights, and provide insightful and actionable recommendations
• Strong organizational and project management skills
• Ability to work independently and effectively on a team, with demonstrated leadership abilities
• Technical background with strong analytical and quantitative skills
• Exemplary verbal and written communication skills
• Undergraduate degree in Finance or applicable field
• FINRA Series 7 and 66 is a plus
Qualifications
• 2+ years portfolio accounting or investment reporting experience serving institutional and ultra-high net worth clients
• Undergraduate degree in accounting, finance, economics, data, or related field
• FINRA Series 7 and 66 is a plus, though not required
• Familiarity with programming languages eg Python, VBA, SQL a plus, but not required
• Industry designations including CIPM, CFA or significant progress towards a plus, but not required Show more details...
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