Financial Administration Analyst

Date Posted: 04/11/2025

Hiring Organization: Rose International

Position Number: 481150

Job Title: Financial Administration Analyst

Job Location: Columbus, OH, USA, 43085

Work Model: Hybrid

Employment Type: Temporary

Estimated Duration (In months): 8

Min Hourly Rate($): 40.00

Max Hourly Rate($): 47.00

Must Have Skills/Attributes: Communications, Microsoft Office, Time Management

Job Description

***Only qualified Financial Reporting Analyst candidates located near the Columbus, OH area to be considered due to the position requiring an onsite presence **

Qualifications

• Bachelor’s Degree (B.S.) in Accounting, Finance, or business-related area or equivalent work experience

• 3-5 years of accounting or reporting experience in the registered investment company or financial services industry

• Intermediate experience working with Microsoft Office applications required specifically Excel

Job Specifications

• 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 and participate in process improvement committees and/or initiatives

• Work on special projects other regulatory filings and ad hoc requests as assigned

Ability to demonstrate the following attributes consistently

• 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 regular 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

• **Only those lawfully authorized to work in the designated country associated with the position will be considered.**

• **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**

Benefits:

For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.

California Pay Equity:

For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.

Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.

If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.

Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).