8 дней назад
Consultant, Client Reporting (Finance)
66 700 - 113 300$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Consultant, Client Reporting (Finance): Managing accounting and reporting activities for key client relationships with an accent on client communication, reporting expertise, process improvements, and KPI tracking. Focus on facilitating monthly close cycles, leading ADS transitions for new business, and solving complex client reporting and accounting challenges.
Location: Must reside in or near Chicago and report to the office three times weekly; travel to client visits is required.
Salary: $66,700–$113,300 USD base pay annually.
Company
provides wealth management, asset servicing, asset management, and banking services to individuals, institutions, corporations, and families.
What you will do
- Serve as the primary Accounting and Data Services contact for client reporting inquiries.
- Provide accounting consulting guidance to internal teams and clients.
- Manage client communication, participate in meetings, and present detailed reporting concepts.
- Support monthly close cycles and liaise with related operational areas.
- Manage small projects, process improvements, KPI tracking, and internal documentation.
- Lead the ADS transition for new and additional business events.
Requirements
- Bachelor’s degree in Finance, Accounting, or a related field.
- Strong working knowledge of reporting and financial products.
- Client-facing experience with strong oral and written communication skills.
- Analytical, consultative, problem-solving, organizational, and time-management skills.
- Intermediate knowledge of Microsoft Office tools.
- Must be authorized to work in the U.S. without current or future employment-based visa sponsorship.
Culture & Benefits
- Collaborative and flexible work culture with accessible senior leadership.
- Opportunities for internal movement and professional development.
- Retirement benefits including a 401(k) and pension.
- Medical, dental, vision, spending account, disability, life, and accident insurance benefits.
- Paid time off, parental and caregiver leave, and other well-being benefits.
- Discretionary bonus program that may include an equity component.
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