Analyst

Job Description

About The Role : Key Responsibilities: Assisting in critical Financial Analysis Preparing the financial statements, SEC reporting documents. Perform portfolio analytics and performance reporting Assist in preparing 10K, 10Q documents. Prepare senior management reporting packages Assist with ad hoc financial analysis, as requested by senior management Responsible for preparing various reconciliations including bank accounts and other Balance sheet accounts Key Responsibilities: Assisting in critical Financial Analysis Preparing the financial statements, SEC reporting documents. Perform portfolio analytics and performance reporting Assist in preparing 10K, 10Q documents. Prepare senior management reporting packages Assist with ad hoc financial analysis, as requested by senior management Responsible for preparing various reconciliations including bank accounts and other Balance sheet accounts Required Skills: 1-3 years of Credit and/or Finance experience Bachelors degree in Accounting or Finance Proficient with Microsoft Office Suite, including Excel, Word, Access and PowerPoint Meticulous attention to detail and strong organization skills Excellent written and verbal communication skills Ability to prioritize multiple tasks in a fast-paced environment Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client Undertake product trainings to stay current with product features, changes and updates Enroll in product specific and any other trainings per client requirements/recommendations Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks Deliver NoPerformance ParameterMeasure1ProcessNo. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback2Self- ManagementProductivity, efficiency, absenteeism, Training Hours, No of technical training completed