Jr. Expense Analyst

Boston, MA | Contract to Perm

Post Date: 03/30/2018 Job ID: 80810 Specialty: Accounting & Finance

Temp to Perm
$14.00 p/h + overtime at $21 p/h

A top financial services company in Boston, MA is seeking a Junior Expense Analyst to join their team. In this contract-to-hire role, you will oversee and administer to all applicable expense accounts for all products within the team’ s scope. You will also be responsible for the ongoing review and administration of invoices, expense related forecasts and budgets, accrual calculations, periodic reporting, and process maintenance and improvements. Apply today!

Responsibilities for the Junior Expense Analyst:
  • Prepare responses and/or comment on a variety of ad hoc reporting requests and inquires in a professional, timely and accurate manner
  • Calculate and maintain fee calculations and statistical information assigned to expense accounts
  • Review, track and forward on for processing all invoices assigned and/or those specifically related to assigned expense accounts
  • Maintain and administer to each assigned expense account’ s budget and forecasting process
  • Assist with any change to the expense structure for assigned accounts as changes go into effect such as product launches, mergers, liquidations or other client directed changes
  • Assist where required with periodic wires, journal entries, adjustments, or other manual efforts related to expense administration
  • Take ownership of assigned expense accounts and is continually prepared to support all accrual rate changes, periodic adjustments, daily fluctuations, ad hoc inquires from pricing teams, and reporting inquires
  • Become an expert in the fund expense chart(s) of accounts and how they relate to each other
  • Become a skilled user of all related systems that support the Team’ s operations
  • Reassess, develop, and implement processes that will increase efficiency within the team, while maintaining the highest standards of analysis and levels of output
  • Become proficient in the various fund expense allocation methodologies and supporting statistics used to allocate dollars to multiple funds and/or share classes
  • Utilize effective analytical and research techniques to resolve inquiries
  • Communicate findings to clients and to colleagues either verbally or written as required
  • Prepare, maintain and evolve periodic reporting (control reports, board reports, etc) as required internally or externally by the client(s)
  • Assist with projects and changes as requested
  • Assist with process maintenance and updates as needed
Requirements for the Junior Expense Analyst:
  • BA/BS degree in Business/Finance/Accounting or related studies preferred, and/or equivalent work experience
  • Aptitude for numbers, accuracy, and analysis
  • Ability to work quickly and accurately under pressure
  • Technology savvy with a strong knowledge working with Microsoft Office
  • Strong organizational skills with great attention to detail
  • Strong multi-tasking and prioritizing skills with the ability to meet deadlines
  • Excellent written and verbal communication skills
  • Strong interpersonal skills with a customer service focus
  • Ability to work independently and as part of a team
  • Must be eligible to work in the U.S. without sponsorship                      

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