Financial Analyst - Fund / Mutual Funds / Financial Reporting

BCforward is currently seeking a highly motivated Mutual Fund Financial Reporting Associate for an opportunity located in Boston, MA.

Position Title: Mutual Fund Financial Reporting Associate

Location: Boston, MA 02210

Please note this is the target date and is subject to change. BCforward will send official notice ahead of a confirmed start date.

Expected Duration: 3 to 6 Months contract with possible extension.

Pay Rate : $58.00 to $60.69/hr on W2

Hybrid Job

Please note that actual compensation may vary within this range due to factors such as location, experience, and job responsibilities, and does not encompass additional non-standard compensation (e.g., benefits, paid time off, per diem, etc.).

Job Description

• Continuously build and maintain effective working relationships with internal team members, as well as with other teams and client.
• Consistently demonstrate best-in-class client service.
• Address and effect change with respect to client behavior issues.
• Review and deliver client-specific reporting.
• Review and deliver regulatory reporting, such as financial statements and regulatory reports.
• Act as liaison between client and external vendors (e.g., printer).
• Actively participate in internal and external audits.
• Provide guidance to and train team on changes to regulatory requirements.
• Manage tasks and assignments to meet client SLA and other deadlines, and escalate concerns to direct manager.
• Manage client SLAs and delivery of KPIs.
• Proactively communicate with client regarding potential service issues.
• Represent Financial Reporting operations internally on cross-product project teams.
• Support client training initiatives, particularly to maximize client self-service (e.g., VPR, NXT).
• Provide guidance regarding treatment of complex financial transactions and financial statement disclosure.
• Act as a primary contact for client inquiries, requests, and ad hoc projects relating to financial reporting.
• Develop and implement internal project plan for fund and client events.
• Develop and implement production calendar for financial reporting cycles.
• Recommend adjustments and improvements to departmental / team procedures and applicable system enhancements.
• Monitor team inbox for queries and identify appropriate responsible party; respond to client inquiries.
• Assist with the overall management, staffing, organization, and development of a team including hiring, training, development, and performance management.
• Manage, escalate, and remediate issues.

Qualifications:

• Ability to work independently and multi-task in a fast paced environment.
• Advanced analytical, prioritization, organizational, and time management skills.
• Excellent customer service skills with attention to detail.
• Team player with the ability to work productively within a group.
• Leadership and staff development skills.
• Excellent verbal and written communication skills.
• Problem solving / issue resolution skills.
• Control focus with an understanding of operational risk.
• Knowledge of business processes, procedures, and systems including downstream impacts.
• Exposure to derivatives accounting and reporting.
• Proficient using Microsoft Project, Word, Excel, and PowerPoint.
• 8 years of Financial Reporting, Fund Administration, Accounting and/or Custody experience, preferred.
• Bachelor’s Degree (Accounting or Finance preferred) or equivalent experience.

BCforward offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.

About BCforward:

Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally. BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class place to work. BCforward 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 based on disability. To learn more about how BCforward collects and uses personal information as part of the recruiting process, view our Privacy Notice and CCPA Addendum. As part of the recruitment process, we may ask for you to disclose and provide us with various categories of personal information, including identifiers, professional information, commercial information, education information, and other related information. BCforward will only use this information to complete the recruitment process. This posting is not an offer of employment. All applicants applying for positions in the United States must be legally authorized to work in the United States. The submission of intentionally false or fraudulent information in response to this posting may render the applicant ineligible for the position. Any subsequent offer of employment will be considered employment at-will regardless of the anticipated assignment duration.

Job Type: Contract

Pay: $58.00 - $60.69 per hour

Expected hours: 40 per week

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Experience:

• Financial analysis: 1 year (Required)
• Microsoft Excel: 1 year (Preferred)

Ability to Commute:

• Boston, MA 02210 (Preferred)

Ability to Relocate:

• Boston, MA 02210: Relocate before starting work (Required)

Work Location: Hybrid remote in Boston, MA 02210

Salary : $58 - $61