Service Delivery Associate (Financial Reporting)

TL;DR

Service Delivery Associate (Financial Reporting): Provides subject matter technical and customer assistance for the implementation and configuration of proprietary financial reporting systems with an accent on document management and data flow. Focus on troubleshooting client issues, configuring new client accounts, and ensuring proper data processing for automated financial statements.

Location: Remote (US), with required working hours of 11:30am - 8:00pm EST.

Company

hirify.global (Donnelley Financial Solutions) provides proprietary document management and composition systems for financial reporting.

What you will do

• Gather requirements and set up customer accounts on the proprietary platform.
• Configure systems/templates for new clients and provide day-to-day service.
• Troubleshoot client issues, resolving functionality problems and escalating technical concerns.
• Perform data mapping and processing, including writing business rules for client data.
• Build statements, ensuring proper data flow from databases to automated output.
• Provide training to clients on system use, functionality, and enhancements.

Requirements

• Bachelor’s degree OR demonstrated ability to meet job requirements through comparable work experience.
• Minimum 2 years of professional work experience in Financial or Information Systems.
• Experience in a client support or customer-facing role.
• Advanced knowledge of technology, including MS Office and financial reporting software.
• Excellent oral and written communication skills.
• Must be able to work weekends and holidays if needed.

Nice to have

• Experience with customer support and ticketing systems (Zendesk).

Culture & Benefits

• Work closely with customers in a service delivery role.
• Opportunity to provide feedback on product functionality enhancements.
• Collaborate effectively across various departments.