Financial Analyst/Financial Admin - Hybrid

Job Description

Client Location: Columbus, OH 43215 Hybrid

Expected Duration: 12+Months Contract to hire

Anticipated Start Date: ASAP

Job Description:

• Review and/or update vendor information and payment instructions for fund expenses

• Perform initial review of monthly and annual excise distributions, and monthly total return calculations

• Prepare quarterly Board reports

• Assist in fund year-end tax reporting

• Support the preparation and review of financial statements and perform an initial review of SEC filings (e.g. N-CSR, N-CEN and 24F-2, N-1A etc.)

• Demonstrate an intermediate understanding of investment types, mutual funds, ETFs, and financial markets

• Respond proactively to internal and external client inquiries

• Host training sessions and prepare training materials, create and maintain procedures, participate in process improvement committees and/or initiatives.

• Work on special projects, other regulatory filings and ad hoc requests as assigned

Required Skills:

• 3-5+ years’ accounting or reporting experience in the registered investment company or financial services industry

• Intermediate experience working with Microsoft Office applications required, specifically Excel

• Ability to apply accounting and financial concepts

• Strong time management skills

• Strong communication skills

• High quality customer service to internal and external clients

• Ability to produce high quality results independently

• Willingness to work outside of normal work hours when necessary, particularly during peak production cycles

• Strong technical writing skills

• Ability to work with and assist other associates in meeting common goals

• Initiative in self-development

• Ability to work towards creating a positive working environment

• Intermediate organization and project management skills

• Ability to identify and implement process improvements

• Complete daily work in compliance with internal controls and procedures necessary to ensure quality products

• Strong attention to detail

Education:

• Bachelor’s Degree in Accounting, Finance, or business-related area or equivalent work experience

Company Description

About BCforward:

Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.

BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.

BCforward is an equal opportunity employer.

Hybrid remote