Demo

Financial Reporting Analyst

KBW Financial Staffing & Recruiting
Boston, MA Temporary
POSTED ON 5/22/2026
AVAILABLE BEFORE 6/20/2026
Boston, Ma. – onsite 3 days per week

Temp – 8 Months, could extend or convert

Responsibilities

  • Responsible for the reconciliation of position budget data in HCM to FM funded amounts.
  • Responsible for the review of all position funding worklist items and determines if approval is warranted.
  • Produce metrics or other types of reports from the various financial, budgeting, human resources, and legacy systems across the institution.
  • Assist with the operation of the annual development and quarterly confirmation process for operating budgets and the distribution of approved budgets.
  • Monitor and maintain the current and long-range forecasting tools for the budget.
  • Prepare various analysis detailing trends, discrepancies, or amendments that occurred to both the recurring, non-recurring budgets.
  • Analyze operating performance and recommend new ways to find efficiencies, margin improvement, and/or savings.

Qualifications:

  • 4 years of financial analysis and budgeting experience
  • Strong excel skills
  • SAP experience strongly preferred

If interested, please reach out to jalercio@kbwfinancial.com

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