CFA Institute
Financial Reporting, Officer
CFA Institute, Boston, Massachusetts, us, 02298
Who we are looking forPlans, schedules, and manages the daily workflow of one or more client relationships. Maintains strong client relationships. Evaluates and recommends process improvements, resulting in better client service and cost reduction to the Company.
Why this role is important to usThe team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities.Join us if making your mark in the financial services industry from day one is a challenge you are up for.
What you will be responsible forAs an Officer you willPerforms 1st, 2nd and targeted reviews on client financial statements, quarterly reporting, ensures all regulatory filings are made on time; manages draft and support distribution to all partiesComprehend the scope of services offered to clients and reviews with the team; demonstrate technical expertise; ensure team meets all client deliverables and manages relationships of assigned clientsEnsure all controls/checklists and procedures are adhered to as well as make recommendations for improvementProactively managing risk at the business level; feel fully accountable for all steps of the production chainEnsures effective use of automation (FundSuite, MCH, Macros, etc.) and make recommendations for current system enhancementsOversees the effective coordination of activities between multiple departments within State Street, including our global offshoring partnersCoordinates the research and resolution of any accounting issue, auditor or client comments and/or JV inquiriesResponsible for reviewing staff level work, as neededParticipates in the resolution of client issuesProvide coaching and development opportunities to staff
What we valueThese skills will help you succeed in this roleDemonstrates strong technology skills, as well as problem solving and analytical skillsDemonstrates an ability to be a leader within their team, as well as be a leader amongst your peersStrong communication, interpersonal, and organizational skills, which includes excellent time management skills
Education & Preferred QualificationsBS/BA in Business, Accounting, Finance or equivalent experience preferred4 to 6 years of experience in related accounting or finance field preferred2 to 3 years of experience in financial reporting
About State Street
What we do.
State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow.
We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility.
We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers
Salary Range:$65,000 - $102,500 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Job Application Disclosure:It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
State Street's Speak Up Line#J-18808-Ljbffr
Why this role is important to usThe team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities.Join us if making your mark in the financial services industry from day one is a challenge you are up for.
What you will be responsible forAs an Officer you willPerforms 1st, 2nd and targeted reviews on client financial statements, quarterly reporting, ensures all regulatory filings are made on time; manages draft and support distribution to all partiesComprehend the scope of services offered to clients and reviews with the team; demonstrate technical expertise; ensure team meets all client deliverables and manages relationships of assigned clientsEnsure all controls/checklists and procedures are adhered to as well as make recommendations for improvementProactively managing risk at the business level; feel fully accountable for all steps of the production chainEnsures effective use of automation (FundSuite, MCH, Macros, etc.) and make recommendations for current system enhancementsOversees the effective coordination of activities between multiple departments within State Street, including our global offshoring partnersCoordinates the research and resolution of any accounting issue, auditor or client comments and/or JV inquiriesResponsible for reviewing staff level work, as neededParticipates in the resolution of client issuesProvide coaching and development opportunities to staff
What we valueThese skills will help you succeed in this roleDemonstrates strong technology skills, as well as problem solving and analytical skillsDemonstrates an ability to be a leader within their team, as well as be a leader amongst your peersStrong communication, interpersonal, and organizational skills, which includes excellent time management skills
Education & Preferred QualificationsBS/BA in Business, Accounting, Finance or equivalent experience preferred4 to 6 years of experience in related accounting or finance field preferred2 to 3 years of experience in financial reporting
About State Street
What we do.
State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow.
We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility.
We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers
Salary Range:$65,000 - $102,500 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Job Application Disclosure:It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
State Street's Speak Up Line#J-18808-Ljbffr