Investor Reporting & Power BI Analyst

Genstone Financial; Farmers Branch (TX); Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Company Paid Life Insurance

401(k) Program with Employer Matching

Paid Holidays

Employee Assistance Program

Eligible for Hybrid Work Schedule

Job summary

A financial services company is seeking a Client Reporting Analyst in Farmers Branch, TX. The role involves preparing monthly reports, validating financial data, and processing loan transfers. Candidates should have a Bachelor’s degree and 3+ years in Investor Reporting, with strong skills in Excel and data visualization tools. The company offers comprehensive benefits including medical insurance, 401(k), and opportunities for hybrid work. Join a team dedicated to providing top-tier services while advocating community support.

Qualifications

• 3+ years’ experience in Investor Reporting or Investor Accounting.
• 2+ years’ experience in the mortgage industry.
• Familiarity with custodial account reconciliation is preferred.

Responsibilities

• Prepare and deliver monthly accounting reports.
• Compile and validate financial data for accuracy.
• Process loan transfers and perform reconciliation of data.

Skills

Investor Reporting experience

Data visualization platforms (PowerBI, Tableau)

Strong Excel skills

Analytical skills

Written communication skills

Interpersonal skills

Problem-solving skills

Education

Bachelor’s degree in Business or related field

Tools

Black Knight MSP

Job description

A financial services company is seeking a Client Reporting Analyst in Farmers Branch, TX. The role involves preparing monthly reports, validating financial data, and processing loan transfers. Candidates should have a Bachelor’s degree and 3+ years in Investor Reporting, with strong skills in Excel and data visualization tools. The company offers comprehensive benefits including medical insurance, 401(k), and opportunities for hybrid work. Join a team dedicated to providing top-tier services while advocating community support.