Easter Seals Jobs

Description

We are seeking a detail-oriented and organized Operations Analyst / Reporting Specialist to join our team. This role is full time, hybrid temporary to potential permanent placement that will focus on portfolio accounting, data reconciliation, and reporting, using Tamarac software to generate accurate performance data, produce 1099 forms, and assist with tax-related projects. The ideal candidate will be skilled in managing complex data, ensuring accurate reporting, and maintaining financial data integrity.

Key Responsibilities:

• Portfolio Accounting: Manage and analyze portfolio data to ensure accuracy in performance reporting, including running and verifying performance data.

• Data Reconciliation: Reconcile financial data across various platforms and reports, ensuring consistency and accuracy.

• Reporting: Produce 1099 forms and any supplemental reporting data as needed. Assist with other tax-related projects, ensuring compliance with regulatory requirements.

• Software Utilization: Utilize TAMARAC software platform for reporting, billing, and trading, ensuring all processes are followed within the platform's capabilities.

• Attention to Detail: Review data, reports, and reconciliations meticulously, identifying and resolving discrepancies promptly.

• Collaboration: Work closely with team members to ensure seamless data flow, assist with reporting needs, and support any operational improvements.

• Onsite two days per week (Tues & Thurs) in Redwood City

  Requirements

Qualifications:

• Strong proficiency in portfolio accounting and performance data management.

• Experience with data reconciliation processes and ensuring the integrity of financial data.

• Familiarity with TAMARAC software or similar platforms is required.

• Ability to produce tax-related reports, including 1099 forms and supplemental data.

• Excellent attention to detail and organizational skills.

• Strong communication skills and ability to work effectively in a team environment.

Preferred Skills:

• Experience in financial services or investment management.

• Knowledge of tax reporting and compliance.

Education & Experience:

• Bachelor's degree in Finance, Accounting, or related field, or equivalent experience.

• Previous experience in an operations or reporting analyst role for 2+ years.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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