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Wealth Management- Business Analyst & Reporting Specialist, Analyst

Req #: 180004897
Location: Fort Worth, TX, US
Job Category: Operations
Potential Referral Amount: 0 US Dollar (USD)

Essential Duties and Responsibilities

Oversight Accounting Functions

-Maintains accounting controls by preparing and recommending policies & procedures.

-Guides accounting clerical staff by coordinating activities and answering questions.

-Reconciles financial discrepancies by collecting and analyzing account information.

-Recommends financial actions by analyzing accounting options.

-Substantiates financial transactions by auditing documents.

-Maintains financial security by following internal controls.

Maintains customer confidence and protects operations by keeping financial info confidential.

Analyst Functions

-Exceptional proficiency working with Excel, including pivot tables, formula's, HLOOKUPS, VLOOKUPS.

-Acquire data from primary or secondary data sources to maintain databases and data systems.

-Identify, analyze and interpret trends or patters in complex data sets, analyze results.

-Develop, modify, maintain and support custom reports for both ad-hoc and ongoing needs.

-Develop and implement data collection systems and other strategies that optimize efficiency and data quality.

-Create and maintain technical documentation for various systems, services and business processes including databases and reporting procedures.

-Assist with the review, consolidation and reduction of data discrepancies.

-Work closely with management to prioritize business and information needs.

-Locate and define new process improvement opportunities.

-Train users in the operations and scheduling of reports.

-Work with 3rd-party vendors on support and maintenance issues that may include specification design and development oversight, as well as testing and integration within other applications.



-Bachelor's degree in accounting, business, finance or other related discipline is preferred, or equivalent professional experience.

-General Accounting experience required.

-Real Estate and/or Third Party Oversight experience preferred.

-Aptitude for analyzing issues and information accurately.

-Ability to demonstrate effective issue resolution and decision-making skills.

-Strong time and risk management skills.

-Ability to work independently, take ownership and be accountable.

-Ability to prioritize and manage multiple responsibilities simultaneously.

-Ability to work effectively with all lines of management.

-Proficiency with Microsoft Office (Excel, Access, Word, Power Point) is required; Visio a plus.

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