Global Technical Talent, an Inc. 5000 Company · 3 days ago
Financial Analyst II
Owings Mills, MD
Full-time
Hybrid
Entry, Mid Level
$60/hr - $60/hr
2+ years expGlobal Technical Talent is an Inc. 5000 Company seeking a Financial Analyst II. The main functions of this role include gathering and analyzing financial information, conducting quantitative analyses, and communicating financial insights for clients.
CRMHuman ResourcesInformation TechnologyStaffing Agency
Responsibilities
Interacts with investment operations and fund accounting staff, relationship managers, portfolio managers, custodians, and clients to collect, analyze, and communicate information that impacts core transfer agent processes. Answers queries on cash/trade breaks and other inquiries from internal or external business partners, escalating more complex problems
Responsible for completing complex data analysis. Analyzes and interprets trends, provides root- cause analysis, and executes on recommendations
Serves as a subject matter expert on moderately complex matters within a specific areas of transfer agent fund and cash operations. Works with groups inside and outside the firm to appropriately manage complex transactions. Directs escalations to more senior-level staff. Represents team in projects/ meetings with business partners and vendors. Analyzes processing inefficiencies and provides recommendations on areas of improvement. Delivers actionable resolution support to assigned business unit
Responsible for ensuring adherence to quality review procedures in data analysis and reporting. Leads business unit-specific projects and participates in broad organizational initiatives. Works with leaders to identify the areas of concern, offer recommendations, and manage the follow-up to ensure the areas of concern have been addressed in a timely manner. Responsible for coordinating team members to accomplish the goals of the project and to ensure timely delivery of required materials and reports
Qualification
Required
Bachelor's degree in accounting or related financial discipline required
2-4 years financial and/or accounting experience required
Preferred
Strong Analytical skills
Technical skills – Knowledge of Transfer Agent systems (i.e. DST Systems, AWD Chorus, Same Day Cash Management)
Advanced Excel skills, SQL, and Power Bi experience preferred
Ability to manage competing priorities and deadlines
Strong attention to detail
Ability to collaborate in a team environment and build strong relationships
Adept at managing complex issues, identifying alternative solutions and recommendation
Strong critical thinking and communication skills
Strong escalation skills and ability to work under pressure
Independent thinking and problem solving
Investment product knowledge
Process mapping
Benefits
Medical, Vision, and Dental Insurance Plans
401k Retirement Fund
Company
Global Technical Talent, an Inc. 5000 Company
Global Technical Talent (GTT) is a leading provider of Total Talent Solutions and a proud subsidiary of Chenega Corporation(www.chenega.com), a Native American corporation with over $1.5 billion in revenue and 7,200 U.S.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Mario Moussa
Director of Strategic Partnerships
Company data provided by crunchbase