Securities and Exchange Commission SEC Reporting / Hybrid

Job Description

Job Title: Financial Administration Intermediate Analyst / "SEC" Reporting

Location: Columbus, Ohio (Hybrid)

Department: Financial Administration

Job Summary

We are seeking a Financial Administration Intermediate Analyst to join our team in a hybrid role based in Columbus, Ohio. Under general supervision, the Intermediate Analyst will manage budgets, process fund expenses, and support financial reporting in accordance with GAAP and SEC regulations. The ideal candidate will bring analytical expertise, strong attention to detail, and a proactive approach to problem-solving within the financial services or investment company industry.

Key Responsibilities

Analyze, monitor, and implement budgets for clients

Review and update vendor information and payment instructions

Perform initial reviews of monthly and annual excise distributions and total return calculations

Prepare quarterly Board reports and assist in year-end tax reporting

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

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

Respond to internal and external client inquiries with professionalism and accuracy

Host training sessions, prepare training materials, and maintain procedural documentation

Participate in process improvement initiatives and special projects

Qualifications

Education & Experience:

Bachelor’s Degree in Accounting, Finance, or a business-related field (or equivalent experience)

Experience in accounting/reporting for registered investment companies or the financial services industry

Technical Skills:

Intermediate proficiency in Microsoft Office, especially Excel

Strong technical writing and communication skills

Familiarity with GAAP and SEC reporting standards

Core Competencies

Strong analytical and time management skills

High attention to detail and ability to work independently

Excellent customer service and communication abilities

Ability to handle multiple priorities and meet deadlines during peak periods

Project management and process improvement orientation

Initiative and self-development focus

Ability to collaborate in a team-oriented environment

Additional Information

Work Schedule: Hybrid (on-site and remote work flexibility)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