Your New Company:


You will be joining a firm dedicated to managing global assets. The company is experiencing rapid growth and offers a dynamic work environment. The office is located in Tampa, Florida.


Your Responsibilities:


As a reporting analyst, you will oversee and optimize portfolio reporting processes. Your duties include generating, maintaining, and enhancing portfolio reports, ensuring data accuracy, and reconciling financial data. You will monitor and analyze performance metrics, model cash flow scenarios, and stay updated with industry best practices. Additionally, you will provide training and support on reporting tools, develop specialized treasury reports, and collaborate with various teams to meet reporting requirements.


What You Need to Succeed:


A bachelor's degree in finance, accounting, business, or a related field is required, along with a minimum of two years of finance experience. Proven experience with financial reporting platforms is essential. You should have a strong understanding of financial markets, investment products, and portfolio management. Proficiency in Microsoft Office, data analysis, financial modeling, and report generation is necessary. Attention to detail, problem-solving skills, and effective communication are crucial for success in this role.


What You Will Get in Return:


You will have the opportunity to work in a rapidly growing firm with advancement opportunities. The role offers a chance to work closely with clients and their investments. You will be part of a small, collegial environment that values initiative and new ideas. The position provides a dynamic and supportive work environment, with the potential for professional growth as the company continues to expand.


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#1167812 - Hannah DAmbrosio