Financial Solutions Analyst – Manila

Category: Stock Plan Services
Location: Makati, Manila
Job ID: IRC130340
Posted Date: December 6, 2017

RESPONSIBILITIES

We are looking for highly energized, dynamic professionals who are ready to join a fast-paced, world leader in the financial services industry. We move at the speed of the Internet.

Our work culture fosters an incredible exposure to innovative ideas and challenges that create experience and opportunity.

Many have risen through the organization to become industry leaders, in both the financial services world and in the community at large.

E*TRADE is made up of some of the brightest and most talented people in the industry – are you ready to join the industry leader?

The Financial Solutions Analyst role will report to a Reporting Solutions Manager/Sr. Manager and will serve as a support role to the Financial Solutions team.

The Analyst is responsible for the creation and delivery of reporting projects that meet client’s specifications.

The successful candidate will be driven and able to work independently. Previous experience with financial reporting and/or equity compensation is helpful.

The Analyst will contribute to the Financial Solutions team in several key ways including, but not limited to, the below items:

  • Perform financial reporting services and projects for E*TRADE clients with a high quality standard.
  • Assist with delivery of monthly, quarterly, and annual reports for clients. Publish reports to best meet the client’s reporting needs.
  • Demonstrate a very high attention to detail to ensure that analysis is accurate and methods to produce reports comply with Client instructions.
  • Document processes according to standards for internal/external audit.
  • Troubleshoot clients’ issues by researching items and performing reconciliations when required.
REQUIREMENTS

Position Objectives

The Analyst will contribute to the Financial Solutions team in several key ways including, but not limited to, the below items:

  • Perform financial reporting services and projects for E*TRADE clients with a high quality standard.
  • Assist with delivery of monthly, quarterly, and annual reports for clients. Publish reports to best meet the client’s reporting needs.
  • Demonstrate a very high attention to detail to ensure that analysis is accurate and methods to produce reports comply with Client instructions.
  • Document processes according to standards for internal/external audit.
  • Troubleshoot clients’ issues by researching items and performing reconciliations when required.

Qualifications

Minimum/Required

Education

  • Bachelor’s degree in Accounting, Finance, Management Information Systems, Decision Science, Computer Science or business related field is required.

Experience:

  • 1-4 years of demonstrated experience in business consulting, financial reporting and/or development of custom reporting/systems.
  • Equity compensation experiences a plus.

Knowledge

  • Excel: Advanced knowledge of Excel and other MS Office Products and applications.
  • Equity Compensation: Knowledgeable about equity-related accounting, tax, and legal concepts, both domestic and international in scope. At a minimum, a basic understanding of ISO/ESPP is needed.
  • Equity Edge Online: Knowledgeable on Equity Edge Online and/or other stock plan administration systems.

Skills

  • Analytical: Combination of strong analytical and documentation skills, ability to think strategically, and deep client focus highly quality minded.
  • Communication: Strong written and verbal communication. Daily status updates and timely response to emails will be necessary.
  • Customer focused: Responsive to the client, on time deliverables.
  • Detail Oriented: Role requires precision and accuracy.
  • Positive attitude: Enthusiasm, professionalism and strong work ethic with high level of integrity and ethics.
  • Sense of urgency: All projects are time critical we cannot miss filing deadline.
  • Self-directed and results oriented: Initial instructions and training will be provided and documented however, will need to work independently with minimal direction.
  • Teamwork: Ability to work effectively within a team of consultants.

BENEFITS

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