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Accounting & Reporting Analyst

Company Description

insightsoftware is a global provider of comprehensive solutions for the Office of the CFO.
We believe an actionable business strategy begins and ends with accessible financial
data. With solutions across financial planning and analysis (FP&A), accounting, and
operations, we transform how teams operate, empowering leaders to make timely and
informed decisions. With data at the heart of everything we do, insightsoftware enables
automated processes, delivers trusted insights, boosts predictability, and increases
productivity. Learn more at insightsoftware.com.

Job Description

The Accounting & Reporting Analyst holds a pivotal position within the outsourcing team and is instrumental in the delivery of our services. In collaboration with the team, the Analyst bears the critical responsibility for day-to-day tactical client support, ensuring the punctual and precise execution of all aspects pertaining to equity plan accounting and financial reporting deliverables.

  • Serve as the primary point of contact for clients, providing comprehensive support for our administrative and financial reporting offerings.

  • Execute the processing and delivery of client financial reporting data with utmost precision, adhering strictly to client-defined reporting schedules.

  • Assume full accountability for the management and tracking of data reconciliations, necessitating in-depth system knowledge and meticulous attention to detail in investigating client-specific data anomalies.

  • Collaborate with clients to establish, implement, execute, and oversee ad-hoc requests for support and analysis, ensuring all deliverables meet the highest standards of quality and timeliness.

  • Conduct thorough identification and development of process benchmarks and standard methodologies across the client base, continuously striving for operational excellence.

  • Provide comprehensive training to client contacts on the utilization of the reporting platform and its functionalities, ensuring optimal use of our services.

  • Maintain a high level of engagement with client contacts and cultivate long-term professional relationships to facilitate end-to-end service delivery of the utmost quality.

 

Qualifications

Essential Qualifications:

  1. Bachelor of Science or Bachelor of Arts degree in Business Administration, Economics, Accounting, Finance, or a closely related field.
  2. Minimum of three years of professional experience in customer service, with a strong preference for corporate client interactions.
  3. Demonstrated proficiency in managing multiple client deliverables while consistently maintaining high levels of client satisfaction.
  4. Capacity to develop a comprehensive understanding of stock options, employee stock purchase plans, restricted and performance awards, ASC 718, and/or corporate accounting administration.
  5. Commitment to pursuing the Certified Equity Plan Certificate level one (ECA accreditation).
  6. Advanced proficiency in Microsoft Office suite, particularly Excel, Word, PowerPoint, and Outlook.
  7. Exceptional written and verbal communication skills, with the ability to articulate complex information clearly and concisely.
  8. Proven ability to thrive in a collaborative work environment and contribute effectively to team objectives.
  9. Strong analytical capabilities and independent problem-solving skills, with a track record of resolving complex issues.
  10. Superior organizational skills to efficiently manage multiple clients' tasks and priorities in a fast-paced, high-pressure work environment.
  11. Meticulous attention to detail, with a demonstrated ability to consistently deliver complete and accurate results.
  12. Proven track record of identifying and implementing process improvements to enhance operational efficiency.
  13. Knowledge of equity compensation fundamentals is highly advantageous.

This position requires a full-time commitment of 40 hours per week. 

Additional Information

All your information will be kept confidential according to EEO guidelines.

#LI-Remote

** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located. **

Learn more about our high-energy, high-performance global team. Work With Us »

insightsoftware About Us: Hear From Our Team - InsightSoftware (wistia.com)

Background checks are required for employment with insightsoftware, where permitted by country, state/province.

At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.

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CEO of insightsoftware
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Michael Sullivan
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Average salary estimate

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What You Should Know About Accounting & Reporting Analyst, insightsoftware

Are you ready to play a vital role in the financial world? Join insightsoftware as an Accounting & Reporting Analyst and be a part of a dynamic team dedicated to transforming financial data into actionable business strategies. In this fully remote position, you'll collaborate closely with clients, ensuring their financial reporting needs are met with precision and timeliness. Your day-to-day will revolve around managing client deliverables, executing financial reports, and providing top-notch support tailored to each client’s standards. You'll be the go-to person for client inquiries and be responsible for delivering accurate data reconciliations. Additionally, you'll train clients on our reporting platform, enhancing their experience and deepening their understanding of our services. This is your chance to showcase your analytical skills and attention to detail while striving for continuous operational excellence. If you hold a Bachelor’s degree in a related field and have at least three years of experience in customer service, preferably in a corporate environment, we want to hear from you! Join us at insightsoftware and help us empower CFOs with the insights they need to make informed decisions.

Frequently Asked Questions (FAQs) for Accounting & Reporting Analyst Role at insightsoftware
What are the primary responsibilities of the Accounting & Reporting Analyst at insightsoftware?

As an Accounting & Reporting Analyst at insightsoftware, your key responsibilities will include managing client interactions, ensuring the timely delivery of financial reports, and overseeing data reconciliations. You'll serve as the main contact for clients, execute reporting schedules, and develop process benchmarks for operational excellence, contributing significantly to our high standards of service.

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What qualifications are necessary for the Accounting & Reporting Analyst role at insightsoftware?

To become an Accounting & Reporting Analyst at insightsoftware, you need a Bachelor’s degree in Business Administration, Economics, Accounting, or Finance, alongside a minimum of three years of experience, especially in corporate client support. Exceptional analytical skills, advanced proficiency in Microsoft Office, and excellent communication abilities are also critical for this position.

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How can I excel in the Accounting & Reporting Analyst role at insightsoftware?

Excelling as an Accounting & Reporting Analyst at insightsoftware requires strong analytical and problem-solving skills. You'll also need to maintain meticulous attention to detail and develop a deep understanding of financial reporting and accounting processes related to equity plans. Building solid relationships with clients and consistently delivering high-quality work will significantly contribute to your success here.

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What is the work environment like for the Accounting & Reporting Analyst at insightsoftware?

The Accounting & Reporting Analyst position at insightsoftware is fully remote, offering a flexible work environment that encourages collaboration. You'll be working within a high-energy, results-driven team focused on delivering exceptional financial services. The culture promotes continuous learning and improvement, allowing you to develop professionally in your role.

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Are there opportunities for professional development as an Accounting & Reporting Analyst at insightsoftware?

Absolutely! At insightsoftware, we value growth and development. As an Accounting & Reporting Analyst, you will be encouraged to pursue the Certified Equity Plan Certificate and engage in ongoing training. You'll also have access to resources and support for continuous learning in financial reporting and analysis.

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Common Interview Questions for Accounting & Reporting Analyst
Can you describe your experience with financial reporting and its relevance to the Accounting & Reporting Analyst role?

When answering this question, highlight specific experiences where you managed financial reporting tasks. Showcase your ability to adhere to deadlines, your understanding of financial principles, and emphasize how these experiences make you a suitable candidate for the Accounting & Reporting Analyst role at insightsoftware.

Join Rise to see the full answer
How do you manage multiple client deliverables while maintaining quality?

To respond effectively, discuss your time management skills and organizational strategies, such as prioritizing tasks and utilizing digital tools for tracking progress. Provide concrete examples illustrating how you’ve successfully balanced multiple responsibilities while ensuring that quality remained uncompromised.

Join Rise to see the full answer
What approaches do you use to resolve discrepancies in financial data?

In your answer, focus on your analytical skills. Explain the process of investigating discrepancies, including methods for identifying root causes, communicating with clients, and suggesting improvements to prevent future issues, which aligns with the responsibilities of an Accounting & Reporting Analyst at insightsoftware.

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Describe a time when you had to train a client or colleague on a complex system.

Here, detail your experience in providing training, emphasizing your communication skills and ability to simplify complex concepts. Discuss how you assessed the learner's understanding and adjusted your approach based on their needs, aligning this with your role in training clients at insightsoftware.

Join Rise to see the full answer
What motivates you to work in the finance reporting field?

Share your passion for finance and data analytics, focusing on your desire to help businesses make informed decisions through accurate reporting and analysis. Relate this enthusiasm to the mission of insightsoftware to demonstrate your alignment with the company’s values.

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How would you ensure client satisfaction in your role as an Accounting & Reporting Analyst?

In response, explain your commitment to delivering high-quality service, maintaining open lines of communication, and proactively addressing client needs. Provide examples of how you’ve previously ensured client satisfaction, underlining the importance of this aspect in the role at insightsoftware.

Join Rise to see the full answer
What software tools are you proficient in that will help you succeed as an Accounting & Reporting Analyst?

Discuss your advanced proficiency in Microsoft Office, particularly in Excel for data analysis, and any experience you have with financial reporting software. Highlight your adaptability to learn new tools as needed, emphasizing how these skills will benefit your work at insightsoftware.

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How do you handle high-pressure situations when deadlines are tight?

Articulate your coping strategies for high-pressure scenarios, such as staying organized, taking breaks to manage stress, and prioritizing tasks effectively. Provide insights into past experiences where you successfully navigated tight deadlines, making you a resilient candidate for the role at insightsoftware.

Join Rise to see the full answer
Can you give an example of a time you identified a process improvement?

To answer this effectively, walk the interviewer through a situation where you identified an inefficiency, the steps you took to implement a solution, and the positive impact that change had on operations. This demonstrates your proactive approach to improvement, a key trait for the Accounting & Reporting Analyst role.

Join Rise to see the full answer
Why do you want to work for insightsoftware?

Express your admiration for insightsoftware’s mission and innovative solutions in financial reporting. Mention specific aspects of the company culture that resonate with you, and how your skills and aspirations align with the company's goals, making it a perfect fit for both parties.

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Full-time, remote
DATE POSTED
March 5, 2025

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