Education/Experience:
  • Bachelor’s degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.
  • 7+ years financial and/or accounting experience required
Responsibility level:
  • Exercises independent judgment with direction from supervisor
Skills:
  • Verbal and written communication skills, attention to detail, and critical thinking (Required)
  • Ability to work independently and manage one’s time (Required)
  • Ability to analyze business trends and project future revenues and expenses (Typically required)
  • Knowledge of economic and accounting principles, the financial markets, and reporting of financial data (Typically required)
  • Knowledge of federal, state, and company policies, procedures and regulations as related to accounting (Required)
  • Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software (Required)
  • Proficient to read, write, speak in Spanish required; Portuguese is strongly preferred as well.
Major Job Duties and Responsibilities:
  • Assemble spreadsheets and draw charts and graphs used to illustrate technical reports
  • Analyze financial information to produce forecast of business, industry and economic conditions for use in making investment decisions
  • Interpret data affecting investment programs, such as price, yield, stability and future trends in investment risks
  • Present oral and written reports on general economic trends, individual corporations and entire industries
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