AVP of Financial Reporting

Our client in the financial services industry is looking for an AVP of Financial Reporting to join their team in the Los Angeles County.

 

Job Description:

  • Help monitor and disseminate new GIPS reporting requirements
  • Maintain and update GIPS policies and procedures
  • Assist with annual GIPS verification efforts
  • Review marketing materials
  • Help compile and maintain performance records
  • Define benchmarks for composites and accounts

 

Requirements:

  • CPA a plus; CIPM preferred
  • Proficient with the Microsoft Office Suite, including strong Excel skills
  • Working knowledge of Access and Bloomberg preferred
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate complex information to a variety of audiences
  • Able to manage multiple priorities with accuracy and efficiency while meeting deadlines
  • Detail-oriented
  • Strong work ethic

 

Experience:

  • Bachelor’s degree in business, accounting or related field and a minimum of 8 years’ relevant experience
Elizabeth ValadezAVP of Financial Reporting