Junior Financial and Banking Reporting Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Conduct extensive reconciliations of bank statements and financial reports.

• Prepare and oversee monthly and quarterly financial reporting for around 2,000 entities.

• Analyze financial data while investigating discrepancies and variances.

• Ensure the accuracy, completeness, compliance, and integrity of financial reporting.

• Work collaboratively with internal stakeholders to address reconciliation challenges.

• Utilize financial systems and reporting tools to handle large data sets and maintain precise financial records.

• Assist in the preparation of over 2,000 monthly and quarterly financial reports.

• Liaise with team members and Sales Agents regarding daily activities, scheduling, inquiries about reporting, and requests.

• Monitor bank statements on a monthly basis.

• Address information requests from Accountants for tax estimates.

• Execute filing and collating tasks within designated timelines and deadlines.

⛳️ Requirements

• High School Diploma is mandatory; a bachelor’s degree is preferred.

• 4+ years of experience in an office setting.

• Previous experience in customer service and clerical roles.

• Proven experience in conducting high-volume bank reconciliations and financial reporting tasks.

• Strong analytical abilities to identify and rectify discrepancies in financial information.

• Proficiency in Microsoft Excel, Word, and Outlook.

• Comfortable managing large data sets.

• Typing speed of 65 WPM and proficient 10-key skills.

• Familiarity with PDF management software; experience with Nuance PDF is preferred.

• Exceptional verbal and written communication skills.

• Strong organizational skills, attention to detail, follow-through, and ability to handle multiple tasks simultaneously.

• Capacity to perform well under pressure.

• Ability to meet physical and computer-use requirements, including extended screen time and lifting up to 25 pounds.

🏝️ Benefits

• Comprehensive health insurance.

• Dental insurance.

• Vision insurance.

• Mental health benefits.

• Employee assistance program.

• Paid time off.

• Paid parental leave.

• Short-term disability.

• Cultural observance day.

• Contributions to healthcare accounts.

• Pension plan.

• 401(k) plan with company matching.

• ProHealth Rewards platform offering cash rewards.

• Annual incentive based on individual and company performance.

• Training and support for skill development.

• Equal opportunity and inclusive workplace.