Job Description

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.

Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant’s or employee’s race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.