Hybrid Financial Analyst — Data-Driven 3-Month Contract

Talentify; Owings Mills (MD); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Talentify is seeking a Financial Analyst in Owings Mills, MD on a hybrid, contract basis for 3 months. The role focuses on gathering and analyzing financial information for investment programs and communicating insights to clients and internal partners.

The ideal candidate will have 2–4 years of financial/accounting experience, a Bachelor's in accounting or related field, and strong analytical skills with advanced Excel, SQL, and Power BI capabilities.

Qualifications

• Bachelor's degree in accounting or related financial discipline required.
• Advanced degree in a financial discipline preferred.
• 2-4 years of financial and/or accounting experience required.

Responsibilities

• Interacts with investment operations and fund accounting staff, relationship managers, portfolio managers, custodians, and clients to collect, analyze, and communicate information that impacts core transfer agent processes. Answers queries on cash/trade breaks and other inquiries from internal or external business partners, escalating more complex problems.
• Responsible for completing complex data analysis. Analyzes and interprets trends, provides root-cause analysis, and executes on recommendations.
• Serves as a subject matter expert on moderately complex matters within a specific areas of transfer agent fund and cash operations. Works with groups inside and outside the firm to appropriately manage complex transactions. Directs escalations to more senior-level staff. Represents team in projects/meetings with business partners and vendors. Analyzes processing inefficiencies and provides recommendations on areas of improvement. Delivers actionable resolution support to assigned business unit.
• Responsible for ensuring adherence to quality review procedures in data analysis and reporting. Leads business unit-specific projects and participates in broad organizational initiatives. Works with leaders to identify the areas of concern, offer recommendations, and manage the follow-up to ensure the areas of concern have been addressed in a timely manner. Responsible for coordinating team members to accomplish the goals of the project and to ensure timely delivery of required materials and reports.

Skills

Strong analytical skills

Advanced Excel

SQL

Power BI

Ability to manage priorities

Education

Bachelor's degree in accounting or related financial discipline

Advanced degree in a financial discipline

Tools

DST Systems

AWD Chorus

Same Day Cash Management

Job description

Talentify is seeking a Financial Analyst in Owings Mills, MD on a hybrid, contract basis for 3 months. The role focuses on gathering and analyzing financial information for investment programs and communicating insights to clients and internal partners.

The ideal candidate will have 2–4 years of financial/accounting experience, a Bachelor's in accounting or related field, and strong analytical skills with advanced Excel, SQL, and Power BI capabilities.