Financial Reporting, Senior Associate
Role Overview
The Financial Reporting Officer works with client financial statements, quarterly reporting, regulatory filings, controls and client deliverables.
The role is part of State Street Global Delivery, which provides custody, accounting, fund administration, shareholder recordkeeping and other investment servicing solutions.
Key Skills for This Role
Full Job Posting
Role overview
The Financial Reporting Officer works with client financial statements, quarterly reporting, regulatory filings, controls and client deliverables.
The role is part of State Street Global Delivery, which provides custody, accounting, fund administration, shareholder recordkeeping and other investment servicing solutions.
What you will be responsible for
- Review client financial statements and quarterly reporting, ensure timely regulatory filings, and coordinate distribution of drafts and supporting materials.
- Understand client service scope, provide technical expertise, ensure deliverables and manage assigned client relationships.
- Ensure controls, checklists and procedures are followed and recommend improvements.
- Manage business-level risk across the production chain.
- Support effective automation with FundSuite, MCH and macros, and recommend system enhancements.
- Coordinate work across departments and global offshoring partners.
- Research and resolve accounting issues, auditor or client comments and JV inquiries.
- Review staff work as needed, resolve client issues and provide staff coaching and development.
What we value and preferred qualifications
- Strong technology, problem-solving and analytical skills.
- Ability to lead within the team and among peers.
- Strong communication, interpersonal and organizational skills, including time management.
- A BS/BA in Business, Accounting or Finance, or equivalent experience, is preferred.
- Three to five years of related accounting or finance experience is preferred.
About State Street
State Street provides investment servicing, data and analytics, investment research and trading, and investment management to institutional clients.
The employer describes benefits, flexible work programs, development opportunities, educational support and community engagement.
Salary range
- The stated salary range is $51,000–$84,000 annually.
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