Vanguard

Financial Services

FundFinancial&RegulatoryReportingAnalyst,Specialist

$85–115k ~AI est. Malvern, Pennsylvania, United States FULL TIME Remote Friendly
The Brief

“Fund Financial & Regulatory Reporting Analyst, Specialist at Vanguard. Skills: Fund financial reporting, Regulatory reporting. Review fund financial reporting deliverables. Verify accuracy of deliverables”

Industry & Context.

Financial Services
Problems you'll solve

Resolve issues; Resolve data issues; Research and resolve items

What They're Looking For.

Must Have

Three years’ related business experience, Undergraduate degree or equivalent combination of training and experience

Nice to Have

Finance or Accounting degree preferred

What You'll Do.

Review fund financial reporting deliverables

Verify accuracy of deliverables

Assist in resolving issues

Perform analytical review of reports

Perform control checks

Oversee completion of key deliverables

Review financial reports for accuracy

Support dividend distribution process

Support capital gain distribution process

Support tax reporting functions

Analyze financial reports

Research and resolve items exceeding tolerance levels

Complete fund financial statements

Complete fund reports for shareholder reporting

Complete fund reports for regulatory reporting

Share knowledge with colleagues

Assist colleagues with problem resolution

Identify control gaps

Document control gaps

Recommend improvement measures

Strengthen internal control framework

Maintain internal control framework

Maintain policies and procedures

Identify opportunities for process improvements

Make recommendations for process improvements

Ensure controls are implemented

Ensure controls are executed

Develop understanding of regulatory reporting requirements

Ensure compliance with regulatory reporting requirements

Keep current on global regulatory changes

Work with third party service providers

Develop and implement changes

Facilitate fund certification process

Schedule fund certification process

Prepare certification documents

Participate in special projects

Perform other duties as assigned

How You'll Work.

Team & Collaboration

Peer lead for team; Work with third party providers; Work with auditors

Free ATS check

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