Financial Reporting Analyst

Lenmar is looking to hire an Financial Reporting Analyst to help us support our global financial services client out of their downtown NYC location. This is a 12-month contract to start with the potential to be extended or convert to a full-time role.

Note

• Hybrid: 3 days per week in-office

Team Over View:

• Incoming/Outgoing Audit Confirmations Team within Operations Risk and Regulatory Control (ORRC)


• The Incoming team is responsible for independently verifying positions and balances of trade activity for third party auditors on behalf of our mutual clients.


• The team receives more than 60,000 audit requests per year.


• The peak season is from January to March, concurrent with U.S. tax season.


• Approximately 60% of the audit confirmation volume requests are submitted during peak season.


• During this time, clients and auditors send confirmation requests to confirm activity for end of year (EOY).


• In addition to the peak season workload, the team experiences heavy request volumes and inquiries during financial quarter end dates (March, June, and September

Title: Financial Reporting Analyst

Duration – 12 months + (Possibility of Further Extension or conversion)

Location – Baltimore, MD

Pay Rate - $ 20.00 / Hr W2 (No Benefits)

Job Responsibilities:

• Maintain and develop regulatory knowledge to serve as a subject matter expert and central point of contact for SEC rule 17A-13.


• Develop and maintain effective partnerships with all stakeholders on issues related to audit confirms.


• Manage, escalate, track and ensure resolution on issues that pose operational regulatory or reputational risk to the firm.


• Identify and contribute to operational risk projects related to strategic business initiatives.


• Ensures existence of mitigating controls and constantly question procedures, checklists and reports to ensure that they are current and accurate.

Daily tasks within Audit Control team may require the following

• Proactively manage all communication from external and internal clients to ensure a timely and adequate response.


• Scrutinize/supervise all data pulled by the vendor team and ensure quality information is being sent to the auditors/clients.


• Preparing and analyzing metrics for senior management in order to provide transparency to the volumes the team encounters.


• Use of Microsoft Office suite, particularly excel and outlook (Intermediate level; use of pivot tables, formulas including lookup functions and managing multiple inboxes).


• Become efficient in the use of internal firm systems as quickly as possible.


• Work is conducted in a team environment with various internal deadlines throughout the day; must be willing to ask questions when unsure of procedure to ensure the team achieves its objectives.

Requirements:

• Excellent communication skills with a level of comfort/experience talking to both internal senior stakeholders and external stakeholders


• Experience in high pressure situations where tight deadlines need to be met


• Experience dealing with high volumes of incoming mail


• Being able to be trained remotely and a desire to learn


• Experience with 17A13 and audit confirmations is of course preferable but not a requirement

Regards,

Peter Swamy

Sr. Recruiter, Lenmar Consulting, Inc

Direct: 201 744 2238

P: 201 946 1777 Ext – 4007

A: Plaza 5, 185 Hudson St, Jersey City, NJ 07311