Reporting Analyst

Our client is a global financial services firm located in Rockville, MD. They are seeking a reporting analyst to join a newly formed group tasked with transforming and supporting Fund Accounting, Fund Administration, Tax Operations, and Transfer Agency departments within their Rockville, MD office.

Working with internal business users and subject matter experts, the selected candidate will design and build reports used throughout the Fund Accounting business unit as part of a migration to a new tools framework. This framework will require some reports to be built in a proprietary tool, as well as, some in a commercial reporting package. Finally, they will be responsible for change management and documentation of their solutions.

• Design, create and maintain operational reports and forms that will support the Fund Accounting business.
• Design, create and maintain alerts and exception reports that automate existing Fund Accounting processes.
• Extract and manipulate data as part of business analysis and operational reporting.
• Act as a liaison to the business to surface issues and resolve problems.

• Bachelor's degree (Computer Science, Accounting, Finance or similar preferred)
• 3+ years experience using the Tableau report writing tool
• 1+ year of SQL development experience
• Capital Markets/Financial Services Administration knowledge and experience desired
• Past experience with FIS InvestOne Fund Accounting system and Exception Management System module a plus
• Ability to work with targeted direction in a fast paced environment
• Strong attention to detail with an ability to maintain a high level of information integrity and accuracy
• Strong experience with developing reporting solutions that transform business process to an exception driven approach
• Extensive experience with documentation and problem solving
• Excellent communication skills, both written and verbal
• Possess a can-do attitude, resourceful, excellent work ethic, enthusiastic, customer-oriented
• Exposure to SharePoint advantageous
• Gift for making things better than when they were found
• Excellent organizational and interpersonal skills
• Assertive, flexible, pro-active and a team player