4 часа назад
Finance Associate - Asset Management Group
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Finance Associate - Asset Management Group (Financial Reporting and Forecasting): Preparing financial reports, forecasts, dashboards, and analysis for traditional banking and fee-based investment management with an accent on AUM, fee revenue, budgeting, and accounting accuracy. Focus on building performance insights, supporting financial close and reconciliations, and maintaining controls for audit, regulatory, and SOX compliance.
Location: In-office in Pittsburgh, Pennsylvania, United States
Company
is a financial services company supporting traditional banking and fee-based investment management businesses.
What you will do
- Prepare financial reports, revenue and expense forecasts, staffing forecasts, and performance dashboards for business leaders.
- Support annual budgeting, monthly forecasting, headcount planning, and long-term strategic initiatives.
- Analyze assets under management, fee-based revenue, market trends, portfolio performance, and regional or product-level results.
- Perform accounting activities including general ledger entries, reconciliations, journal entries, accruals, variance analysis, and financial close support.
- Generate ad hoc analyses and custom reports to support business decision-making.
- Support audit, investor, regulatory, and SOX compliance requests while identifying and resolving control issues.
Requirements
- Bachelor’s degree or an equivalent combination of education, certifications, and experience.
- At least 2 years of relevant professional experience.
- Knowledge of accounting principles, general ledger activities, reconciliations, accruals, financial reporting, forecasting, and variance analysis.
- Advanced Excel skills for analysis, modeling, and reporting.
- Experience with financial systems such as Hyperion Essbase and database or reporting tools; SQL-based tools are preferred.
- Must work in-office in Pittsburgh; does not provide employment visa sponsorship or participate in STEM OPT for this position.
Culture & Benefits
- Inclusive workplace focused on collaboration, customer service, risk management, and professional development.
- Medical, prescription, dental, and vision coverage, with a Health Savings Account option.
- Life insurance, short- and long-term disability protection, 401(k) matching, pension, and stock purchase plans.
- Educational assistance, wellness programs, dependent care support, and family-related reimbursements.
- Paid holidays, occasional absence days, parental leave, and 15–25 vacation days depending on career level and eligibility.
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