Confluence Specialist, Financial Reporting

Ohio, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Candidates should possess a Bachelor's degree in Business, Accounting, Finance, Economics, Mathematics, or equivalent work experience, and a minimum of two years’ experience in the mutual fund or alternative investment funds industry. Preferred qualifications include one or more years of experience working with the Confluence Unity Platform, experience with financial statement preparation, proficiency in Microsoft Excel and Word, and strong accounting and financial reporting skills.

Responsibilities

As a Confluence Specialist, the individual will develop a working knowledge of the Confluence platform and financial reporting statement creation and timing, assisting in maintaining and fixing existing statement/holdings maps and snippets for funds, building new statements/holdings maps and snippets, assisting in building new publications, developing the ability to correctly scrub data, supporting the Financial Reporting team with data needs, participating in projects and initiatives, attending meetings and events, and collaborating with internal and external stakeholders while demonstrating strong written and verbal communication skills and a positive, customer-service oriented approach.

Skills

Confluence

Financial Reporting

MS Word

MS Excel

Data Scrubbing

Fund Accounting

Issue Resolution

Project Participation

SEI

Business and technology management consulting firm

About SEI

SEI provides consulting services focused on business and technology management. The firm works with clients to implement customized solutions and manage critical projects, particularly in sectors like healthcare. SEI's consultants collaborate closely with clients to tackle urgent and complex challenges, ensuring that each solution is specifically designed to meet the client's needs. Unlike many competitors, SEI is employee-owned, which fosters a strong commitment to client success and service quality. The company's goal is to enhance organizational performance through effective technology use and strategic planning, while also expanding its presence in various locations, including a new office in Charlotte.

Cincinnati, OhioHeadquarters

1992Year Founded

$705.3KTotal Funding

EARLY_VCCompany Stage

Consulting, Enterprise SoftwareIndustries

501-1,000Employees

Benefits

Flexible Work Hours

Remote Work Options

Risks

Increased competition from AI-adopting firms challenges SEI's market position.

Economic uncertainties may reduce budgets for consulting services, impacting SEI's revenue.

Rapid technological changes require continuous adaptation, straining SEI's resources.

Differentiation

SEI is employee-owned, enhancing commitment and service quality.

SEI offers tailored solutions, ensuring client-specific business and technology strategies.

SEI has a strong presence in multiple locations, including a new Charlotte office.

Upsides

SEI benefits from increased demand for digital transformation consulting post-pandemic.

Growing interest in employee-owned models boosts SEI's employee engagement and retention.

SEI's partnership with Canoe enhances its alternative investment data management capabilities.

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