audit financial analyst in san carlos

posted
contact
kelvin chu, tatum executive services
job type
contract
salary
US$ 55.00 - US$ 65.00 per hour
apply now

job details

posted
location
san carlos, california
job category
Financial Services
job type
contract
working hours
9 to 6
salary
US$ 55.00 - US$ 65.00 per hour
experience
3 Years
reference number
497729
contact
kelvin chu, tatum executive services
phone
650-343-5111

job description

job summary:

Audit Financial Analyst

Financial Services company seeking an Audit Financial Analyst for a 3-4 month Contract to assist with audit. The Audit Financial Analyst will take the leading role in conducting financial analysis to determine fund units by leveraging a series of criteria they will source from a number of third-party data providers. Additionally, the Audit Financial Analyst will need to be able to convey methodology and surface challenges both internally, within the Operations & Audit teams, and externally, to third-party auditors, clearly and concisely to efficiently problem solve, while keeping the team within parameters of tight deadlines. Success in this role would require being able to have an understanding of financial valuation concepts, as well as professional/academic experience in finance, accounting, and data analytics.

Audit Financial Analyst Responsibilities

? Lead financial analysis associated with creating fund unit fair market values

? Source, cleanse and combine multiple data sets in order to support ultimate analysis ? Present analysis to internal and external stakeholders, driving towards approvals within tight deadlines

? Maintain strict structure and organization of data analysis, given the breadth and diversity of funds

? Determine process improvement recommendations

? Help across other fund audit verticals

Requirements

- at least 3 years of Financial Analysis experience

- Fund/Investment experience highly preferred

- audit expeirence required

 
location: San Carlos, California
job type: Contract
salary: $55 - 65 per hour
work hours: 9 to 6
education: No Degree Required
experience: 3 Years
 
responsibilities:

Financial Services company seeking an Audit Financial Analyst for a 3-4 month Contract to assist with audit. The Audit Financial Analyst will take the leading role in conducting financial analysis to determine fund units by leveraging a series of criteria they will source from a number of third-party data providers. Additionally, the Audit Financial Analyst will need to be able to convey methodology and surface challenges both internally, within the Operations & Audit teams, and externally, to third-party auditors, clearly and concisely to efficiently problem solve, while keeping the team within parameters of tight deadlines. Success in this role would require being able to have an understanding of financial valuation concepts, as well as professional/academic experience in finance, accounting, and data analytics.

Audit Financial Analyst Responsibilities

? Lead financial analysis associated with creating fund unit fair market values

? Source, cleanse and combine multiple data sets in order to support ultimate analysis ? Present analysis to internal and external stakeholders, driving towards approvals within tight deadlines

? Maintain strict structure and organization of data analysis, given the breadth and diversity of funds

? Determine process improvement recommendations

? Help across other fund audit verticals

 
qualifications:

- at least 3 years of Financial Analysis experience

- Fund/Investment experience highly preferred

- audit expeirence required

 
skills: Financial Analysis

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

Qualified applicants in San Francisco with criminal histories will be considered for employment in accordance with the San Francisco Fair Chance Ordinance.

We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

skills

Financial Analysis

qualification

- at least 3 years of Financial Analysis experience

- Fund/Investment experience highly preferred

- audit expeirence required 

responsibilities

Financial Services company seeking an Audit Financial Analyst for a 3-4 month Contract to assist with audit. The Audit Financial Analyst will take the leading role in conducting financial analysis to determine fund units by leveraging a series of criteria they will source from a number of third-party data providers. Additionally, the Audit Financial Analyst will need to be able to convey methodology and surface challenges both internally, within the Operations & Audit teams, and externally, to third-party auditors, clearly and concisely to efficiently problem solve, while keeping the team within parameters of tight deadlines. Success in this role would require being able to have an understanding of financial valuation concepts, as well as professional/academic experience in finance, accounting, and data analytics.

Audit Financial Analyst Responsibilities

? Lead financial analysis associated with creating fund unit fair market values

? Source, cleanse and combine multiple data sets in order to support ultimate analysis ? Present analysis to internal and external stakeholders, driving towards approvals within tight deadlines

? Maintain strict structure and organization of data analysis, given the breadth and diversity of funds

? Determine process improvement recommendations

? Help across other fund audit verticals

educational requirements

No Degree Required