Jr. Financial and Banking Reporting Analyst

Accountabilities:

• • Assist with the preparation and completion of more than 2,000 monthly and quarterly financial reports, helping ensure accurate and timely delivery.
  • Perform high-volume reconciliations of bank statements and financial reports, identifying discrepancies and supporting appropriate resolution.
  • Analyze financial data across multiple accounts and entities to verify accuracy, completeness, and consistency.
  • Maintain and track monthly bank statements and related financial information using internal systems and reporting tools.
  • Collaborate closely with team members and internal stakeholders to resolve reconciliation issues and meet reporting deadlines.
  • Communicate directly with Sales Agents regarding scheduling, reporting questions, and other requests related to financial reporting activities.
  • Fulfill information requests from accounting teams to support tax estimates and other financial requirements.
  • Maintain organized financial records and assist with filing, document management, and data organization.
  • Work effectively within a high-volume environment with defined timing goals, competing priorities, and recurring monthly and quarterly deadlines.

  Requirements:

  • High school diploma required; a bachelor's degree in accounting, finance, business, or a related field is preferred.
  • At least 4 years of professional experience in an office environment, with prior accounting, financial reporting, customer service, or clerical experience preferred.
  • Experience with bank reconciliations, financial reporting, or other high-volume financial data activities is highly desirable.
  • Strong proficiency in Microsoft Excel, including the ability to work confidently with large datasets; proficiency in Word and Outlook is also expected.
  • Strong analytical and problem-solving skills, with the ability to identify discrepancies, investigate variances, and maintain data accuracy.
  • Exceptional attention to detail, organization, follow-through, and time-management skills.
  • Excellent verbal and written communication skills and the ability to collaborate effectively with multiple stakeholders.
  • Ability to manage multiple priorities, work under pressure, and consistently meet deadlines in a fast-paced environment.
  • Familiarity with PDF management software is preferred; experience with Nuance PDF is a plus.
  • Strong keyboarding skills of approximately 65 WPM or higher and strong 10-key proficiency are preferred.
  • Comfortable spending extended periods working at a computer and performing routine office-based tasks requiring keyboard, calculator, telephone, and other standard office equipment use.
  • Ability to meet the physical requirements of the position, including prolonged sitting and occasional standing, reaching, bending, crouching, and lifting up to 25 pounds.

  Benefits:

  • Compensation: $27.50–$36.21 per hour, depending on factors such as location, skills, and experience.
  • Additional incentive opportunity: Eligibility for an annual incentive based on individual and organizational performance.
  • Health coverage: Medical, dental, and vision insurance options.
  • Mental wellbeing: Mental health benefits and an Employee Assistance Program.
  • Paid time away: Paid time off, paid parental leave, short-term disability, and a cultural observance day.
  • Financial wellbeing: Healthcare account contributions, a pension plan, and a 401(k) plan with company matching.
  • Wellness: Access to a wellness program offering opportunities to improve wellbeing while earning cash rewards.
  • Career development: Training and support designed to help entry-level professionals develop financial reporting and analytical expertise.
  • Work arrangement: Remote/work-from-home position in the United States.
  • Benefits eligibility may vary by position and applicable plan terms.