Investor Reporting & Analytics Specialist

Oakridge Staffing; Greenwich (CT); On-site; USD 85,000 - 125,000; Full time

Job summary

Oakridge Staffing is seeking a Senior Analyst to support monthly, quarterly, and year-end investor reporting in coordination with controlling and the offshore team. The role involves preparing and reviewing monthly and quarterly financial statements for investors, and delivering analytical reviews and reporting packages for senior management.

The ideal candidate has 3+ years of financial analysis and accounting experience, strong investor reporting knowledge, and expert Excel skills.

Qualifications

• 3+ years of experience in financial analysis and/or accounting.
• Strong knowledge and experience with investor reporting.
• Expert Microsoft Excel experience.
• Bachelor's Degree in Accounting or Finance.

Responsibilities

• Assist in the preparation and review of monthly and quarterly financial statements for investors.
• Prepare analytical reviews and reporting packages for senior management.
• Support requests related to portfolio review and analytics.
• Coordinate monthly, quarterly and year-end investor reporting with controlling and offshore teams.

Skills

Financial analysis

Accounting

Investor reporting

Stakeholder management

Education

Bachelor's degree in Accounting or Finance

Tools

Microsoft Excel

Job description

Oakridge Staffing is seeking a Senior Analyst to support monthly, quarterly, and year-end investor reporting in coordination with controlling and the offshore team. The role involves preparing and reviewing monthly and quarterly financial statements for investors, and delivering analytical reviews and reporting packages for senior management.

The ideal candidate has 3+ years of financial analysis and accounting experience, strong investor reporting knowledge, and expert Excel skills.