Remote Audit Specialist: Data & Financial Statements

UMB Bank

Hartford (CT)

Remote

USD 34,000 - 50,000

Full time

4 days ago
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Benefits offered by this job

Paid Time Off
401(k) matching
Health insurance
Dental and Vision
Tuition reimbursement

Job summary

UMB Bank is seeking an Audit Specialist to support annual audits for its alternative investment fund clients. The role emphasizes accuracy, teamwork, and growth within audit and accounting disciplines.

The position includes a seasonal workload with peak January–June, using Excel and UMB accounting systems to prepare client financial statements and reconcile data for audits. Benefits and a strong team culture are highlighted.

Qualifications

  • Completed at least two years in an undergraduate program in a business related field.
  • Strong communication and review skills with a desire to learn more in audit and accounting.
  • Ability to work with cross-functional teams and meet deadlines.

Responsibilities

  • Operate Excel and UMB accounting systems to pull in and summarize exports for client financial statements.
  • Reconcile and clean up data for the preparation of audited financial statements.
  • Partner with the Fund Accounting team and other peers to ensure accuracy and client satisfaction.

Skills

Excel
Data reconciliation
Communication

Education

Undergraduate coursework in business

Tools

UMB accounting systems

Job description

UMB Bank is seeking an Audit Specialist to support annual audits for its alternative investment fund clients. The role emphasizes accuracy, teamwork, and growth within audit and accounting disciplines.

The position includes a seasonal workload with peak January–June, using Excel and UMB accounting systems to prepare client financial statements and reconcile data for audits. Benefits and a strong team culture are highlighted.

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