Confluence Support Analyst

Responsibilities

• Support the implementation and continuous enhancement of the Confluence financial reporting platform.
• Assist with the development and review of workflows, processes, and procedures for financial reporting technology.
• Create and maintain financial templates, workbooks, tailored shareholder reports, and publishing outputs.
• Review final outputs to ensure data accuracy and proper formatting.
• Troubleshoot reporting production issues and assist the financial administration team.
• Complete off-schedule projects and ad hoc reporting as required.
• Provide training to junior associates on department workflows and perform preliminary product reviews.
• Act as a first-level escalation point for technical issues and coordinate with vendors for resolution.

Requirements

• Bachelor’s degree in accounting, finance, economics, business, or a related field.
• 2+ years of experience in mutual fund accounting, fund administration, or a relevant field.
• Hands-on experience with Confluence or other financial reporting applications.
• Strong knowledge of US GAAP financial statements.
• Proficiency with Microsoft Office Suite and Adobe Acrobat.
• Understanding of the financial services industry, including mutual funds, stocks, bonds, and other securities.

Preferred Qualifications

• Strong analytical, organizational, and multitasking skills.
• Ability to troubleshoot complex issues using creative and critical thinking.
• Excellent written and oral communication skills for presenting ideas clearly and concisely.

About the Company

Ultimus provides specialized services to the financial services industry, focusing on delivering high-quality administrative and reporting solutions to help clients manage their funds effectively.