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Financial Reporting Specialist

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Job Summary

We seek a highly organized and experienced accounting professional to manage reporting, documentation, and internal coordination across multiple departments.

This role involves creating and maintaining recurring reports, tracking financial data, and organizing operational information in a digestible format.

  • Create and manage reports for various departments and projects.
  • Track financial investments, portfolio performance, and business expenses.
  • Maintain spreadsheets, trackers, and performance documents.
  • Organize and structure data for easy reference.
  • Support senior leadership with time-sensitive reports and documentation.
Requirements
  • Minimum 5 years of experience in accounting or related field.
  • Bachelors degree in Finance or related field.
  • Advanced Excel skills (Pivot Tables, VLOOKUP, formulas).
  • Experience working directly with leadership is a plus.
  • Strong communication and documentation skills.
  • Self-motivated and reliable individual with ability to meet deadlines.
Key Responsibilities
  • Develop and maintain financial reports for management.
  • Analyze financial data to inform business decisions.
  • Collaborate with teams to ensure accurate and timely reporting.
  • Implement process improvements through data analysis.
Preferred Qualifications
  • Proficiency in Advanced Excel.
  • Familiarity with data analysis tools.
  • Experience working in a fast-paced environment.