Hybrid Investment & Trust Accounting Analyst

Shriners Children’s Hospital; Tampa (FL); Hybrid; USD 85.000 - 120.000; Vollzeit

Zusammenfassung

The Systems & Investment Analyst at Shriner’s Children’s Hospital in the Tampa Bay area supports the organization’s investment portfolio and SPTs with accounting, reporting, and compliance. The hybrid role blends on-site and remote work weekly, based in the Greater Tampa Bay area.

Responsibilities include reconciliations, journal entries, fee reviews, and collaboration with internal stakeholders and external custodians to ensure accurate financial records and regulatory compliance.

Qualifikationen

• Bachelor's degree in Accounting, Finance, Business Administration, or related field.
• 3–5 years of accounting, investment accounting, or trust accounting experience.
• CPA, certification in progress, or related credential preferred.

Aufgaben

• Prepare and analyze monthly investment account reconciliations and journal entries.
• Process investment statements, fees, and portfolio activity.
• Support audits, regulatory reporting, and tax filings.
• Coordinate with custodians, managers, and internal teams.
• Maintain trust accounting records for SPTs and endowments.

Kenntnisse

Investment accounting

Trust accounting

Regulatory reporting

Financial analysis

Audits

Ausbildung

Bachelor's degree in Accounting, Finance, Business Administration, or related field

Tools

Trust accounting software

Jobbeschreibung

The Systems & Investment Analyst at Shriner’s Children’s Hospital in the Tampa Bay area supports the organization’s investment portfolio and SPTs with accounting, reporting, and compliance. The hybrid role blends on-site and remote work weekly, based in the Greater Tampa Bay area.

Responsibilities include reconciliations, journal entries, fee reviews, and collaboration with internal stakeholders and external custodians to ensure accurate financial records and regulatory compliance.