Jr. Financial and Banking Reporting Analyst

Job Description

Jr. Financial and Banking Reporting Analyst | Jobgether

The Tone:
This is an entry-level, remote role located in the United States, listed on behalf of a partner company via Jobgether. This position is designed to build a strong foundation in financial reporting and accounting within a collaborative environment. The role is crucial for supporting monthly and quarterly reporting activities across a large portfolio of entities, ensuring data accuracy and timely delivery of critical financial information. It offers an opportunity for a detail-oriented professional to advance a career in finance while receiving training and ongoing support.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Remote, United States
• Pay: $27–$36 hourly
• Mission: Ensure accurate and timely financial reporting for a large portfolio of entities by performing high-volume reconciliations, data analysis, and maintaining reliable financial records.
• Tech Stack: Microsoft Excel, Word, Outlook, Internal systems, Reporting tools, PDF management software (Nuance PDF a plus)

What You’ll Actually Do
• Reporting Assistance: Assist with the preparation and completion of more than 2,000 monthly and quarterly financial reports, ensuring accurate and timely delivery.
• Reconciliation Management: Perform high-volume reconciliations of bank statements and financial reports, identifying discrepancies and supporting appropriate resolution.
• Data Analysis: Analyze financial data across multiple accounts and entities to verify accuracy, completeness, and consistency.
• Record Maintenance: Maintain and track monthly bank statements and related financial information using internal systems and reporting tools.
• Stakeholder Communication: Collaborate closely with team members and internal stakeholders to resolve reconciliation issues, communicate directly with Sales Agents, and fulfill information requests from accounting teams.

The Must-Haves
• Background: Entry-Level. High school diploma required; a bachelor’s degree in accounting, finance, business, or a related field is preferred.
• Experience: At least 4 years of professional experience in an office environment, with prior accounting, financial reporting, customer service, or clerical experience preferred. Experience with bank reconciliations, financial reporting, or other high-volume financial data activities is highly desirable.
• Skills: Strong proficiency in Microsoft Excel for large datasets; strong analytical and problem-solving skills; exceptional attention to detail, organization, follow-through, and time-management skills; excellent verbal and written communication skills.
• Bonus: Familiarity with PDF management software, strong keyboarding skills (65 WPM or higher), and strong 10-key proficiency.