Financial Analyst

AuditFriendly Careers • Columbus, OH • Full Time

Posted on Wed, Sep 23, 2026

Global Financial Firm located in Columbus, OH has an immediate contract opportunity for an experienced Financial Analyst
"This role is currently on a Hybrid Schedule.
You will need to have reliable internet, computer and android or iphone for remote access into the client systems during remote work.
We will be expected in the office weekly 3 days depending on the team requirement.
****Video/ f2f interviews are required prior to all offers.
Job Summary
Under general supervision, the Financial Administration Intermediate Analyst (“Intermediate Analyst”) will analyze, monitor, implement budgets for our clients, and ensure timely payment of fund expenses. Intermediate Analysts will also review monthly and annual excise distributions, along with reporting such as Total Returns, Board reporting and year-end tax reporting requirements. Additionally, Intermediate Analysts may collaborate with other members of Financial Administration to support the preparation of quarterly, semi-annual and annual reports for investment companies in accordance with U.S. Generally Accepted Accounting Principles (“GAAP”) and Securities and Exchange Commission (“SEC”) requirements.
Description:

Review and/or update vendor information and payment instructions for fund expenses
Perform initial review of monthly and annual excise distributions, and monthly total return calculations
Prepare quarterly Board reports
Assist in fund year-end tax reporting
Support the preparation and review of financial statements and perform an initial review of SEC filings (e.g. N-CSR, N-CEN and 24F-2, N-1A etc.)
Demonstrate an intermediate understanding of investment types, mutual funds, ETFs, and financial markets
Respond proactively to internal and external client inquiries
Host training sessions and prepare training materials, create and maintain procedures, participate in process improvement committees and/or initiatives.
Work on special projects, other regulatory filings and ad hoc requests as assigned

Qualifications /Job Specifications:

Bachelor’s Degree in Accounting, Finance, or business-related area or equivalent work experience
3-5 years accounting or reporting experience in the registered investment company or financial services industry
Intermediate experience working with Microsoft Office applications required, specifically Excel

Ability to demonstrate the following attributes consistently:

Ability to apply accounting and financial concepts
Strong time management skills
Strong communication skills
High quality customer service to internal and external clients
Ability to produce high quality results independently
Willingness to work outside of normal work hours when necessary, particularly during peak production cycles
Strong technical writing skills
Ability to work with and assist other associates in meeting common goals
Initiative in self-development
Ability to work towards creating a positive working environment
Intermediate organization and project management skills
Ability to identify and implement process improvements
Complete daily work in compliance with internal controls and procedures necessary to ensure quality products
Strong attention to detail

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