Analyst, Financial Reporting Group

<p>&nbsp;</p> <p><strong>Position Summary</strong><br>Gelfand, Rennert &amp; Feldman is seeking an Analyst, Financial Reporting Group to join our team of dedicated professionals. The Analyst is responsible for reviewing and assembling information to assist in the preparation of various reports in support of servicing clients. Gelfand, Rennert &amp; Feldman provides team members the flexibility to work a hybrid schedule. The hybrid work arrangement may be adjusted or altered to fill the needs of the role, including potentially working in-office for 3+ days per week.</p> <p><strong>Primary Responsibilities</strong></p> <ul> <li>Assist in gathering and organizing information to onboard new clients</li> <li>Review General Ledger activity of basic and moderate clients to ensure accurate coding of activity</li> <li>Ensure the timely and accurate entry of investment activity for basic and moderate clients and prepare reports</li> <li>Prepare and review information to support the preparation of financial reports which include but are not limited to: <ul> <li>Budgeting and projections</li> <li>Cash flow reports</li> <li>Monthly financial statements</li> <li>Net worth statements</li> <li>Tax packages</li> <li>Meeting packages</li> </ul> </li> <li>Limited communication with client representatives via phone, email, and in-person</li> <li>Other projects and duties as assigned</li> </ul> <p><strong>Qualifications:</strong></p> <ul> <li>Bachelor's Degree is required; preferably in Accounting, Finance or Business&nbsp;</li> <li>1 -3 years of experience in business management or a similar role is highly preferred&nbsp;</li> <li>Moderate understanding of the bookkeeping process from start to finish</li> <li>Ability to work with minimal supervision and under very tight deadlines</li> <li>Ability to learn new systems and process information quickly</li> <li>Well-organized and detail-oriented</li> <li>Strong verbal and written communication skill</li> <li>&nbsp;Proficiency in Microsoft Excel, PowerPoint and Outlook</li> <li>Proficiency in investment software such as Addepar</li> </ul> <p><br>This is a non-exempt, overtime eligible position. The annualized base pay range for this role is expected to be between&nbsp;<strong>$60,800 to $80,735</strong>. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package.&nbsp;Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.</p> <p>Gelfand, Rennert &amp; Feldman is an Equal Opportunity Employer.</p> <p>For information on our Job Applicant Privacy Notice, please click&nbsp;<a href="https://www.grfllp.com/job-applicant-privacy-policy/">here</a>.</p> <p>&nbsp;</p> <p>#LI-TN1</p> <p>&nbsp;</p><div class="content-conclusion"><p>Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit&nbsp;<a href="https://www.focusfinancialpartners.com">www.focusfinancialpartners.com</a>.</p> <p><span style="font-size: 8pt;"><strong><em>The following language is for US based roles only</em></strong></span></p> <p><span style="font-size: 8pt;"><strong>For California Applicants:&nbsp;</strong><span data-teams="true">Information on your California privacy rights can be found</span><strong><span data-teams="true"> <a id="menur4dt" class="fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn" href="https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249" target="_blank">here</a></span></strong></span></p> <p><span style="font-size: 8pt;"><strong>For Indiana Applicants: </strong>It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.</span></p> <p><span style="font-size: 8pt;"><strong>For Maryland Applicants: </strong>I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.&nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.&nbsp;</span></p> <p><span style="font-size: 8pt;"><strong>For Massachusetts Applicants:</strong> It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.&nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.&nbsp;</span></p> <p><span style="font-size: 8pt;"><strong>For Montana Applicants: </strong>If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.<strong> </strong></span></p> <p><span style="font-size: 8pt;"><strong>For Rhode Island Applicants:</strong> Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.&nbsp; The Company complies fully with the Americans with Disabilities Act.</span></p></div>