Client Services Associate assisting clients and patients with inquiries at Guardant Health. Delivering exceptional support and managing communication with a focus on professional relationships.
About the role
- Analyst I for Client Services Operations team at Kroll performing data extraction and financial analysis for informed commercial decisions. Collaborating with various teams to ensure accuracy of financial data.
Responsibilities
- Prepare and analyze trial balances and various accounting schedules, ensuring the accuracy and completeness of financial data.
- Transfer trial balance data to the Income Statement (IS) and Balance Sheet (BS), and support the preparation of monthly, quarterly, and annual financial reports/analysis.
- Update/Input the data into various financials models/templates as per the guidelines set by BUs/Clients.
- Broad analysis of income statement, balance sheet, cash flows, ratios, segment performance, etc. and use appropriate knowledge to proactively highlight the exceptions and or variations.
- Ensure min of >99% quality on the work processed and ensure quality checked documents (v2's) are completed in 24-48hrs or as per TAT.
- Meet timeliness expectations as stated by the business.
- Raise queries on a timely basis with the TLs for quick resolution.
- Contribute process-related ideas that reduce time or provide cost benefits.
- Participate in pilot runs for projects to determine the cycle time of each record to report it to the leads.
- Be part of the training session/walk-through calls with larger team and ask relevant questions to lead.
- Ensure adherence to Kroll policies, procedures and protocols at all times.
- Proactively support key initiatives that have been delivered to implement change.
- Communicate project status and deliver products and services ensuring stakeholder satisfaction.
- Assist in process documentation and creation of SOP and checklist
Requirements
- Bachelor’s degree (preferably in BAF, BFM, B. Com, BMS, BBI, BBA, etc.) or a Master’s degree in Finance, Accounting, or Management.
- MBA or MMS from an accredited college or university.
- Progress towards CFA certification is highly desirable.
- Between 0 - 2 years of related experience as a research analyst.
- Proficiency in Microsoft Office is essential, with strong skills in MS Excel and MS PowerPoint being highly desirable.
- Strong analytical, comprehension, and problem-solving skills.
- Excellent verbal and written communication skills.
- Good understanding of financial statements and accounting concepts, with preferred background/exposure in financial reporting, financial modeling, and preparing trial balances and various accounting schedules.
Benefits
- Kroll is committed to equal opportunity and diversity, and recruits people based on merit.
- Supportive and collaborative work environment.
- Participating and contributing to team huddles.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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