Job Description
Become a key player at National Bank as a Senior Analyst for the mutual fund accounting team. Leverage your finance expertise to enhance financial reporting and improve processes.
In this senior role, you will analyze client fund financial instruments and prepare essential investment schedules for financial statements. Collaborating with a 16-member team, you will serve as a subject matter expert to management and external partners while driving compliance and efficiency in reporting.
Key Responsibilities:
• Identify and analyze financial instruments for client funds
• Prepare Schedule of Investment needed for reports
• Advise business partners and management on financial issues
• Support external audited reporting with process enhancements
• Mentor and coach junior team members
Requirements:
• Bachelor's degree and five years of experience
• CPA or CFA progress preferred
• Strong experience in financial statement production
• Knowledge of mutual fun...
In this senior role, you will analyze client fund financial instruments and prepare essential investment schedules for financial statements. Collaborating with a 16-member team, you will serve as a subject matter expert to management and external partners while driving compliance and efficiency in reporting.
Key Responsibilities:
• Identify and analyze financial instruments for client funds
• Prepare Schedule of Investment needed for reports
• Advise business partners and management on financial issues
• Support external audited reporting with process enhancements
• Mentor and coach junior team members
Requirements:
• Bachelor's degree and five years of experience
• CPA or CFA progress preferred
• Strong experience in financial statement production
• Knowledge of mutual fun...