Analyst - Fund Accounting

Job Title: Finance Analyst Location: New York, NY - Charlotte, NC Duration: 9 months Pay Rate: $80/hr (W2 Only) Job/Role Description: This role supports the development of a new tool to generate the 2052A regulatory report as part of a major technology migration to a modern tech stack.This position will analyze and compare current processes with new processes to ensure smooth transition and improved efficiency.This position will ensure high-quality data delivery by performing data lineage ana

We are seeking an experienced finance transformation professional to support the Finance function within a Wealth Management Broker-Dealer environment. This role will focus on enhancing multi-currency and multi-entity accounting capabilities across finance systems, controls, and operating processes. The ideal candidate will have strong accounting knowledge, experience with end-to-end finance flows, and the ability to work across Finance, Operations, Product, and Data. The qualified candidate wil

Business Data Analyst Data Management Business Data Analyst Must Have: 7+ years of experience as a Business Systems Analyst/ Data Analystat an asset management firmWork with internal/external stakeholders to analyze, and define business and functional requirements to build fixed income data products (example: derivatives)Communicate effectively to conduct walkthroughs with development team, QA and stakeholders and write requirementsWill be taking full responsibility and ownership of product fe

Master the processes involved in accessing and editing data in the CRM Platform (OneBanker/Salesforce) Develop and maintain thorough knowledge of the data and workflows in the CRM platform Contribute to the efficient and accurate monthly reconciliation of financial data Provide user support to bankers and other staff that use the CRM Support COO Group colleagues as needed Requirements: 1-3 years of experience in finance or accounting Strong analytical and problem-solving skills Ability to quickl