Financial Reporting Analyst

Boston, MA

Kforce has a client that is seeking a Financial Reporting Analyst in Boston, MA. Summary: The Financial Reporting Analyst plays a key role in supporting mutual fund clients through the preparation, review, and delivery of financial statements, regulatory reports, and client-specific reporting. This role requires strong technical knowledge, excellent communication skills, and the ability to manage deadlines in a fast-paced environment. The position also involves overseeing processes, supporting audits, and collaborating with internal teams and external vendors to ensure all reporting requirements are met accurately and on time. Responsibilities:

  • Build and maintain effective working relationships with internal teams and clients
  • Deliver high-quality, consistent client service
  • Identify and address client-related issues and help drive process improvements
  • Review and deliver client-specific reports and regulatory reporting (including financial statements and regulatory filings)
  • Serve as a liaison between clients and external vendors such as printers and technology partners
  • Participate in internal and external audits
  • Train team members on changes to regulatory requirements and internal processes
  • Assign tasks and manage workload to meet client SLAs and reporting deadlines, escalating concerns when necessary
  • Track and deliver KPIs tied to client agreements
  • Communicate proactively with clients regarding potential service issues
  • Represent Financial Reporting operations in cross-functional projects
  • Support client training initiatives and help drive client self-service where possible
  • Provide guidance on the proper accounting treatment of complex financial transactions and related disclosures
  • Bachelor's degree in Accounting, Finance, or a related field (or equivalent experience)
  • 8+ years of experience in financial reporting, fund administration, accounting, or custody (preferred)
  • Understanding of operational risk and strong control focus
  • Knowledge of business processes and systems, including downstream impacts of reporting data
  • Strong analytical, organizational, and time-management skills
  • Excellent customer service skills with exceptional attention to detail
  • Effective team player with strong collaboration skills
  • Leadership experience and the ability to mentor and develop staff
  • Strong written and verbal communication skills
  • Solid problem-solving and issue-resolution capabilities
  • Proficiency with Microsoft Project, Word, Excel, and PowerPoint
  • Ability to work independently and manage multiple priorities in a fast-paced environment
  • Experience with derivatives accounting and financial reporting is a plus

Posted 2025-11-19

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