Job description
Overview:
Perform in-depth analysis of moderate to complex financial information and prepare reports to assist management in making long-term and short-term decisions. Provides overall support to management. Responsibilities:
NOTE: We are unable to consider candidates who require visa sponsorship for this position
#LI-Hybrid
Opportunity to work in a hybrid model in Fort Worth: Currently working 1 day in office per week, and moving to 2 days per week starting in July.
Perform in-depth analysis of moderate to complex financial information and prepare reports to assist management in making long-term and short-term decisions. Provides overall support to management.
JOB DUTIES
- Analyze moderate to complex financial information, including trends and forecasts
- Prepare reports based on analysis and on historical information
- Help develop policy and procedures of the department
- Perform special tasks and analyses as requested by management
- Keep abreast of current trends in the market and developments in the profession
REPORTING RELATIONSHIP
Investor Reporting Manager
Qualifications:
Investor Reporting Manager
Knowledge
- Advanced knowledge of capital markets and financial analysis
- Advanced knowledge of finance principles
- Advanced knowledge of treasury functions and overall cash flow of the business
- Advanced working knowledge of Excel to include formulas, averages/sums, pivot tables, vlookup, hlookup, xlookup, nested if statements, manage large data sets, and macros.
- Advanced working knowledge of the securitization methodologies
- AS System knowledge
- Financial forecasting
- Financial reporting
- Procedures for compiling financial data
- Sarbanes-Oxley compliance
- Securities and Exchange Commission (SEC) reporting
Skills
- Ability to establish priorities and meet tight deadlines
- Advanced skills in Microsoft Outlook
- Analytical skills
- Good oral and written communication skills
- Must be able to analyze and resolve moderate to complex problems
- Preparing and reporting financial reports
- Using financial and/or accounting tools and information systems
- Working with government agencies (eg, IRS, SEC)
Additional Knowledge Skills and Abilities
- Proficient skills in SQL
Education
- Bachelor’s Degree Business Administration, Accounting or Finance required
Experience
- 0-2 years in a Financial Analysis role preferred
- Experience analyzing moderate to complex financial data sets
What we offer: Benefits effective day 1, 401K, bonding leave for new parents (12 weeks, 100% paid), community service pay, pet insurance, training, certifications, etc.
Our Culture: Our team members define and shape our culture. We have an environment that welcomes new ideas, fosters integrity, and creates a sense of community and belonging. Here we do more than work — we thrive.
Work Life Balance: Flexible hybrid work environment - onsite 2 days/week
Benefits Package: Generous benefits package
NOTE: We are unable to consider candidates who require visa sponsorship for this position
#LI-Hybrid
#LI-CR1
johnandkristie.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, johnandkristie.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, johnandkristie.com is the ideal place to find your next job.