Finance Analyst

Job Summary

A company is looking for a Finance Analyst to work remotely in the USA.

Key Responsibilities

• Create investment fund statements based on client team inputs
• Maintain a tracker of cash received and manage accounts receivable imaging mailbox
• Research and respond to questions from investment funds and provide first-level review for customer refunds

Required Qualifications

• High School Diploma or equivalent required; Bachelor's Degree preferred
• Minimum of 1 year of experience in finance or investment funds data
• Experience with ERP systems, specifically Workday Financials, preferred
• Ability to work independently and document processes
• Familiarity with cash management and accounts receivable functions