Financial Analyst
Collabera Inc.
IT, Accounting & Finance
Columbus, OH, USA
USD 40-42 / hour
Posted on Apr 17, 2025
Financial Analyst
Contract: Columbus, Ohio, US
Salary Range: 40.00 - 42.00 | Per Hour
Job Code: 361077
End Date: 2025-05-16
Days Left: 28 days, 7 hours left
Position Details:
Client Industry: Banking Domain
Job Title: Financial Administration Intermediate Analyst
Location: Columbus, OH 43219 Hybrid
Duration: 7 months of contract, Possible Extension/Conversion
Schedule: Mon-Fri: Std Business Hours
Start: ASAP!
Pay Range: $40/hr - $42/hr
Job Summary
- Under general supervision, the Financial Administration Intermediate Analyst (“Intermediate Analyst”) will analyze, monitor, implement budgets for our clients, and ensure timely payment of fund expenses.
- Intermediate Analysts will also review monthly and annual excise distributions, along with reporting such as Total Returns, Board reporting and year-end tax reporting requirements.
- Additionally, Intermediate Analysts may collaborate with other members of Financial Administration to support the preparation of quarterly, semi-annual and annual reports for investment companies in accordance with U.S.
- Generally Accepted Accounting Principles (“GAAP”) and Securities and Exchange Commission (“SEC”) requirements.
- Review and/or update vendor information and payment instructions for fund expenses
- Perform initial review of monthly and annual excise distributions, and monthly total return calculations
- Prepare quarterly Board reports
- Assist in fund year-end tax reporting
- Support the preparation and review of financial statements and perform an initial review of SEC filings (e.g. N-CSR, N-CEN and 24F-2, N-1A etc.)
- Demonstrate an intermediate understanding of investment types, mutual funds, ETFs, and financial markets
- Respond proactively to internal and external client inquiries
- Host training sessions and prepare training materials, create and maintain procedures, participate in process improvement committees and/or initiatives.
- Work on special projects, other regulatory filings and ad hoc requests as assigned
Qualifications:
- Bachelor’s Degree in Accounting, Finance, or business-related area or equivalent work experience
- 3-5 years accounting or reporting experience in the registered investment company or financial services industry
- Intermediate experience working with Office applications required, specifically Excel
- Ability to apply accounting and financial concepts
- Strong time management skills
- Strong communication skills
- High quality customer service to internal and external clients
- Ability to produce high quality results independently
- Willingness to work outside of normal work hours when necessary, particularly during peak production cycles
- Strong technical writing skills
- Ability to work with and assist other associates in meeting common goals
- Initiative in self-development
- Ability to work towards creating a positive working environment
- Intermediate organization and project management skills
- Ability to identify and implement process improvements
- Complete daily work in compliance with internal controls and procedures necessary to ensure quality products
- Strong attention to detail
Benefits
- Competitive industry salary
- Family medical, dental and vision insurance
- Variety of flex spending accounts
- Short- and long-term disability coverage
- Retirement Account (401k) with generous employer match
- Paid vacation, sick time and paid holidays
- Generous maternity and paternity leave (after 1 year of employment)
- Tuition reimbursement
- Wellness program
Job Requirement
- SEC
- Securities and Exchange Commission
- N-CSR
- N-1A
- Accounting
- Finance
- accounting
Reach Out to a Recruiter
- Recruiter
- Phone
- Khushi Mehta
- khushi.mehta@collabera.com