Financial Reporting, Officer

State Street Kansas City, MO , Jackson County, MO

Posted Yesterday

At this level you will be responsible for reviewing all components of interim and annual financial statements for a number of investment funds operating in North America. You may organize and coordinate work in all aspects of the Financial Statement preparation process.

You will be required to provide guidance to less experienced members of staff, taking responsibility for the quality of the work delivered to the client and auditors. Why this role is important to us The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment choices and act on growth opportunities.

Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for As an Officer you will • Responsible for the day-to-day operations of your client relationships; including but not limited to, Form preparation, Form review, Filing with the SEC. • Ability to manage relationships with clients, making sure that requests are being met and that clients are satisfied with the level of service. • Ability to develop business relationships, both within and outside of the organization. Excellent interpersonal, organizational and communication skills. • Ability to effectively handle and resolve numerous ongoing communications and reporting deliverables in fast paced environment. • Ability to drive change and process improvements, while managing day-to-day activities in a reporting cycle.

What we value These skills will help you succeed in this role • Strong critical thinking, problem solving, and decision making skills. • Ability to work with global teams. • Ability to multi-task and move between projects. Education & Preferred Qualifications • Strong Accounting / Security Knowledge is preferred. • BS degree in Accounting, Business, or related field. CPA or MBA is preferred. • Four or more years of experience in mutual funds, fund administration function, financial reporting, accounting, audit or other related business activity.


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