Who we are:
A Fortune 500 financial services corporation, with a heritage spanning nearly a century and a half, specializes in a comprehensive suite of investment, insurance, and retirement solutions. Catering to a diverse clientele that ranges from individual investors to corporate entities, the firm is dedicated to forging partnerships that prioritize financial prosperity and security. Through a commitment to innovation and customization, it empowers clients to achieve their financial aspirations both today and, in the years, to come.
Key Characteristics:
- Strong Technical Skills:
- Excel: Advanced Excel skills (especially formulas, data analysis, and handling large data sets).
- SmartView: Experience with SmartView (both ad-hoc and functions). This is critical since a significant portion of the work involves converting SmartView reports.
- Essbase & FCCS: Hands-on experience with these tools, particularly in how financial data is structured and calculated in reporting.
- Dodeca (Nice to Have): Familiarity with Dodeca or a similar reporting tool would be a plus, although not required.
- Metadata & Configuration Changes: Understanding of metadata and the ability to identify differences between on-prem and Cloud-based reports.
- Analytical and Functional Knowledge:
- Functional Accounting Knowledge: Ability to understand financial data flow, calculations, and how they impact reports. This is key for troubleshooting and ensuring the reports are accurate.
- Attention to Detail: The candidate must be precise, as the job involves converting a large volume of reports and ensuring the results match the required output.
- Problem Solving: Must be able to troubleshoot issues and provide solutions during the conversion process or when assisting others.
- Communication and Collaboration Skills:
- Customer Service: The candidate should have excellent customer service skills, as the role involves working closely with end users and providing support.
- Consultation & Training: Ability to train and support end-users, ensuring they understand how to use the tools and reports.
- Collaboration: Willingness and ability to work in a small, collaborative team environment, where sharing knowledge and assisting others is key.
- Time Management and Deadline Focused:
- Deadline-Oriented: Since the job involves a time-sensitive report conversion task (1,761 reports in two months), the candidate must be able to prioritize and meet deadlines.
- Adaptable: The ability to adapt to changing technology and evolving project requirements, especially given the transition to Cloud-based tools.
Preferred Background:
- Experience in Financial Accounting/Reporting: At least 3–4 years of relevant experience, ideally in financial reporting or accounting.
- Experience with Hyperion Essbase: This is required, as the role involves working with Essbase and potentially other tools in the Hyperion suite.
Additional Considerations:
- Location: Remote work is allowed, so the candidate must be comfortable working independently in a virtual environment.
- Project Length: This is a short-term contract (2–3 months), but there is potential for extension depending on the workload and business needs.
Summary of the Ideal Candidate Profile:
- Technical Proficiency: Advanced skills in SmartView, Excel, Essbase, and FCCS, with a strong understanding of metadata and configuration.
- Financial Expertise: Ability to understand accounting principles and data flows.
- Customer Focused: Excellent communication skills and the ability to provide training and support to end users.
- Analytical & Detail-Oriented: Ability to handle complex data sets and troubleshoot issues with a high level of accuracy.
- Team Player: Collaborative mindset with a strong focus on meeting deadlines and project goals.