May 24, 2018

Investment Reporting and Analysis

  • EasyHireJobs
  • San Jose, CA , United States
Full time Banking Financial Services

Job Description

San Jose , CA , United States  

 Provide end-user leadership to IT projects that could cross many organizational boundaries. Reports to Investment Accounting Officer

Member of the Investment Accounting team this position will lead projects aimed at automating manual processes and enhancing reporting and analysis capabilities. Develops and implements new initiatives and assists with process re-engineering projects.
1. Perform a lead role in Investment Accounting projects and initiatives.
2. Develop reporting processes and tools to aid in the analysis of investment results.
3. Lead cross functional project teams that are working to automate manual work or enhance reporting/analytical capacity of the Investment Accounting Team.
4. Analyze business needs complex regulatory or accounting guidance to ensure proper reporting of investment results.
5. Ensures the completeness and accuracy of all reports forms and data provided to internal and external customers.
6. Highlight investment activity that varies from expected results. 
7. Develop and implement new initiatives and assists with process re-engineering projects. 
8. Assist management in applying financial data and analysis to the solution of administrative and operating issues.
9. Prepare management reporting on a variety of organizational levels.
10. This position includes Bonus 7%   

Undergraduate degree in Accounting Finance Business Administration or related field.Minimum years combined experience in investments investment operations and/or accounting or financial service industries and within a specific product/business area.
Experience leading systems/process improvement projects.

Experience using various report writers. Acumen for industry practices procedures and regulatory requirements desirable. GAAP knowledge practices and procedures desirable.
Insurance and/or business area regulatory requirements also desirable.
Preferred reporting exp with Access Business Objects Crystal reports. Investment accounting background with reporting.  


• JOB DURATION: This job is full time and long term.



Financial Analysis-Research-Reporting



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