Senior Financial Analyst, Regulatory Reporting

Role Overview

The Senior Financial Analyst will coordinate daily reserve computations and monthly net capital reporting, monitor balance movements, and ensure data completeness and accuracy. They will work closely with internal teams to research and resolve exceptions, maintain process documentation, and contribute to ongoing enhancements.

What You Will Do

Monitor critical balance movements, perform reconciliations, and ensure data completeness and accuracy across regulatory reporting workflows. Research and resolve exceptions, maintain process documentation, and contribute to ongoing enhancements.

Why It Might Be a Fit

This role requires a strategic thinker who can take an end-to-end view of an issue and develop multiple solutions. The ideal candidate will have excellent written and verbal communications skills, problem-solving skills, and the ability to manage and prioritize multiple detailed processes.

Requirements

• Bachelor’s degree in finance, Accounting, or related field
• FINRA Series 99 registration
• Advanced proficiency with Microsoft Office applications
• Excellent written and verbal communications skills
• Demonstrated ability to work in a fast-paced, deadline driven organization
• Flexible, self-motivated individual
• Excellent problem-solving skills
• Ability to manage and prioritize multiple detailed processes