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Financial Analyst

Contract: Columbus, Ohio, US

Salary Range: 40.00 - 42.00 | Per Hour

Job Code: 361077

End Date: 2025-05-22

Job Status: Expired

This Job is no longer accepting applications
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
  • Email
  • Phone
  • Khushi Mehta
  • khushi.mehta@collabera.com
This Job is no longer accepting applications
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