Data Analyst / Accountant

apartmentRobert Half placePalo Alto calendar_month 

Jeff Abrams with Robert Half is offering an exciting opportunity for a Data Analyst / Accountant for his client. The role involves fund accounting for various SMAs, reporting to clients, and generating internal reports. As a Data Analyst / Accountant, you will be working within a dynamic team where you will be responsible for reconciling daily cash, monitoring cash flow activity, and performing month-end book close.

Responsibilities:

  • Conducting fund accounting for various SMAs
  • Generating reports for clients and for internal use
  • Assisting in annual audits when necessary
  • Daily cash reconciliation and cash flow activity monitoring for multiple entities
  • Performing month-end book close and reconciling investment market values
  • Calculating performance for investments and total portfolio
  • Preparing performance reports on a regular basis for each investment business line
  • Establishing and maintaining relationships with investment representatives to ensure smooth information flow
  • Collaborating with the reporting and data analytics team to ensure reports are reconciled with the accounting system
  • Normalizing data from data collection tool for direct upload into accounting system
  • Assisting in the internal review of quarterly and annual reports
  • Undertaking various ad hoc analyses as required.
  • Proficiency in Apache Spark as a fundamental tool for data processing
  • Familiarity with Atlassian Jira for planning, tracking, and managing projects
  • Experience with BusinessObjects Technologies for business intelligence purposes
  • Proficiency in Erwin Data for data modeling and data governance tasks
  • Ability to conduct Gap Analysis to identify performance deficiencies
  • Experience in AB Testing to compare versions of a webpage or other user experience
  • Familiarity with Agile Scrum framework for managing complex projects
  • Strong analytics skills to evaluate and interpret complex data
  • Knowledge of Business Intelligence (BI) for transforming raw data into meaningful information
  • Ability to prepare Business Requirement Document to clearly outline project specifications and requirements

CPA license or pursuing certification is a plus.

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