Confluence Support Analyst

SUMMARY

The Confluence Support Analyst is responsible for supporting the implementation and continuous enhancement of the Confluence financial reporting platform for the Financial Administration Department.

KEY ACCOUNTABILITIES

• Assists with development and review of workflows, processes, and procedures around technology solution for financial reporting.
• Creates and maintains financial templates, workbooks, tailored shareholder reports, and publishing outputs.
• Reviews final output for data accuracy and formatting.
• Assists financial administration team with troubleshooting and reporting production.
• Completes off-schedule projects and ad hoc reporting when needed.
• Provides training to junior associates on department workflow processes and performs limited preliminary product review on work to ensure adherence to department guidelines.

WORKING RELATIONSHIPS

• Contact as needed with vendor regarding general information, resolution of issues, inquiries, or reporting requirements.
• Contact with members of financial administration team, project team, and Confluence support team regarding follow-up on inquiries, open workflow, etc.
• Acts as first level of escalation point for issues and problems; resolves where appropriate to provide effective support.

May perform other duties as required and assigned.

EDUCATION AND EXPERIENCE

• Bachelor’s degree in accounting, finance, economics, business, or related field.
• 2 years of experience with mutual fund accounting, fund administration, or another relevant field.
• Experience with Confluence or another financial reporting application.

KNOWLEDGE

• Financial services industry, including mutual funds, stocks, bonds, and other securities.
• US GAAP financial statements.
• Microsoft Office Suite.
• Adobe Acrobat.

SKILLS AND ABILITIES

• Troubleshoots issues utilizing creative and critical thinking skills.
• Multitasking, analytical, and organizational skills.
• Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.
• Demonstrates personal integrity, responsibility, and accountability.
• Effectively uses resources such as time and information in conjunction with associates.
• Participates in solving problems and making decisions.
• Presents and expresses ideas and information, written and oral, clearly, and concisely.
• Actively listens to others to achieve understanding and supports an open exchange of ideas and information.
• Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.
• Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.
• Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.

Equivalent education, experience, and KSA’s will be considered.