Financial Analyst jobs in United States
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Sparks Group · 20 hours ago

Financial Analyst

Sparks Group is seeking a Financial Analyst to work on a highly collaborative small team to gather and analyze financial information affecting investment programs of public or private institutions. The ideal candidate will act as a central point of contact for stakeholders and lead projects to improve fund and cash operations.

ConsultingHuman ResourcesStaffing Agency
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Culture & Values
Hiring Manager
Megan Neal Yantis, CSP
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Responsibilities

Act as a central point of contact for internal and external stakeholders—including portfolio managers, custodians, and clients—to resolve cash/trade breaks and communicate critical information affecting core transfer agent processes
Serve as a subject matter expert by performing root-cause analysis on complex data trends, identifying processing inefficiencies, and executing actionable recommendations to improve fund and cash operations
Lead business unit projects and organizational initiatives, ensuring adherence to quality review procedures while coordinating team members to address operational concerns and deliver timely reporting

Qualification

Financial analysisTransfer Agent systemsAdvanced ExcelSQLPower BI

Required

2-4 years of financial and/or accounting experience
Knowledge of Transfer Agent systems

Preferred

Bachelor's degree is highly preferred
Advanced Excel skills with SQL, and Power Bi experience preferred

Benefits

Health and life insurance
Paid and unpaid time off
Retirement and savings plans

Company

Sparks Group

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We connect leading companies and nonprofits with exceptional IT, finance, creative and administrative talent - nationwide.

Funding

Current Stage
Growth Stage

Leadership Team

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Stephen Sparks
Chief Executive Officer
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Company data provided by crunchbase