Respond to daily requests for information from assigned clients

Prepare, review, and/or ensure distribution of various accounting packages and reporting schedules to clients according to specified timeframes

Oversee tasks performed by junior team members

Ensure data reviews and checks are performed to validate accuracy and completeness of data used in reporting

Ensure adequate controls, procedures and processes are in place and are followed by staff members during the completion of their work

Assist in special projects/requests as assigned by department manager

Strong and effective communication skills to deal directly with clients and across all levels of staff and management

Ability to multi-task to balance multiple requests without losing sight of overall objectives and deadlines

Strong decision making skills to make well thought out decisions based on the information provided and to obtain further assistance/clarification when necessary

Strong attention to detail to ensure a high degree of accuracy

Strong initiative to follow up on outstanding issues – identify what needs to be done and take action

Strong organizational skills

Ability to work in a fast paced, deadline driven environment

Strong working knowledge of fixed income products and various other investment types.

Ability to direct and teach junior members of the team

Strong working knowledge of Microsoft office products

Ability to identify and implement business process improvement discipline

BS degree in Finance or Accounting

Five + years related work experience preferred

Knowledge of Insurance related reporting – Schedule D, Stat, etc.