Financial Reporting Analyst

Description We are in search of a Financial Reporting Manager in the Investment Management industry, located in San Francisco, California. The role involves the preparation of financial reports for a Family Office and will necessitate three days a week in the workplace. This position offers a short term contract employment opportunity.

Responsibilities

• Analyze and prepare monthly, quarterly, and annual financial reports for both internal and external stakeholders.

• Prepare and maintain cash flow statements and projections for each entity and on an aggregated level.

• Conduct cash planning and analysis to assist in financial decision making.

• Prepare and maintain balance sheets for each entity and on an aggregated level.

• Conduct fair market value reporting and analysis.

• Utilize skills in budget processes to develop and maintain financial budgets.

• Prepare and maintain accurate financial reports on a monthly basis.

• Use knowledge of balance sheets to prepare and maintain accurate financial records.

• Resolve customer credit inquiries and monitor customer credit accounts.

• Take appropriate action to collect delinquent payments. Requirements - Must possess a minimum of 5 years' experience in the investment management or related financial industry

• Proficiency in budget processes, including planning, tracking, and analysis

• Demonstrable expertise in creating and interpreting cash flow statements

• Experience with balance sheets, including preparation and analysis

• Proven ability to prepare monthly financial reports and annual financial statements

• Strong skills in preparing and presenting financial reports to management and stakeholders

• Excellent communication skills, both verbal and written, to effectively translate and present financial information to non-financial colleagues

• Strong analytical skills and the ability to interpret complex financial data

• Advanced proficiency in Microsoft Excel and other financial software tools

• A degree in finance, accounting, or a related field is preferred

• Relevant financial certifications such as CPA, CFA, or similar are advantageous.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit ~~~ for more information.

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