Budget Analyst - Latham, United States - GP Fund Solutions, LLC

Description

Job Title: Advanced Reporting Services Analyst

Company: GPFS is the fund administrator of choice for a wide range of clients in the US, UK, and EU. Every day, with every decision and every client interaction, our values serve as guideposts, to improve the quality of our work, and strengthen our employee and client relationships.

As a business that is all about people; culture isn't an initiative, it's an innate value that's critical to every decision we make. At GPFS, people come first.

At GPFS, diversity is a source of strength, both from our people and ideas. GPFS is a collaborative team-oriented organization where we support each other both personally and professionally. Our culture is defined by our behavior, our curiosity and our support of innovative ideas and perspectives.

Our inclusive culture supports and encourages our team members to try new things, share ideas openly and always ask the question why. It brings us together and makes the team stronger by inspiring all to connect, belong and thrive.

Location: Latham, NY

Job Type: Full-time

We are seeking a highly skilled and detail-oriented Accountant to join our team. The Advanced Reporting Service Analyst will play a crucial role in supporting our clientsby assisting in the development and delivery of value-added financial reporting and key performance indicators across organizational levels. The ideal candidate will possess strong analytical skills, excellent attention to detail, and the ability to communicate effectively with stakeholders at all levels of the organization.

Essential Duties:

• Forecast Modeling Development: Collaborate with departments heads and project manager to develop comprehensive budgets that align with the organizational goals and objectives.
• Monitor budget performance on an ongoing basis to identify variances, trends, and areas for improvement.
• Conduct in-depth financial analysis to evaluate budget proposals, identify potential risks, and opportunities.
• Assist in development of risk mitigation and opportunity capitalization strategies.
• Prepare and present detailed budget reports and analysis to senior management and other stakeholders as needed.
• Continuously seek opportunities to improve budgeting processes, system, and methodologies to enhance efficiency and accuracy.
• Ensure compliance with internal policies procedures and regulatory requirements related to budgeting and financial management.
• Support implementation of scalable ARS technology platforms

Qualifications

• Bachelor's degree in accounting or finance
• Master's degree preferred.
• CPA preferred.
• 3-5 years of experience working in a financial services organization.
• Data Analysis experience
• Knowledge of financial planning and analysis processes and best practices

Additional Eligibility Qualifications

• Strong Excel and financial modeling skills
• Strong Communication Skills
• Business Intelligence / visualization software

Competencies

1. Intellectual curiosity - researching methods or ideas that could benefit the group or project.
2. Self-motivation - ability to work independently.
3. Analytical skills - understanding the relationships within the data and disseminating information accurately.
4. Strong organizational skills
5. Highly flexible - adapting to new formats, tools, and sometimes ambiguous work environment.
6. Results Driven - working through multiple iterations to achieve success.
7. Collaborative - working with multiple groups both within and outside the organization.
8. Detailed Orientated
9. Ethical

Work Environment

This role operates in a modern professional office environment and routinely uses standard office equipment such as computers, phones, and photocopiers.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Position Type/Expected Hours of Work

This position may require long hours from time to time and very occasional weekend work.

GPFS Vision

Our purpose is to create enduring relationships with our employees and clients by consistently delivering exceptional opportunities and service.

GPFS Value Statement

Investing in people and culture

Core Values

Camaraderie: Being supportive of one another and celebrating each other's successes

Excellence: Consistently delivering exceptional work and going above and beyond

Empowerment: Fostering a deep sense of agency and ownership over one's choices and actions

Innovation: The drive to think differently and solve problems creatively

Inclusion: Recognizing individual's unique strengths and perspectives with mutual trust and respect

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