Expense Management Analyst

at  Acuity Knowledge Partners

Costa Rica, , Costa Rica -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate11 Aug, 2024Not Specified11 May, 20244 year(s) or aboveExcel,Concur,Validation,Education Policy,Communication Skills,Travel Insurance,Oracle,Training,Pmp,Universities,Python,Tableau,Expense Allocation,Economics,Investment,English,Finance,Expenses,Psychologists,Paternity,Collaboration,Life InsuranceNoNo
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Description:

Acuity Knowledge Partners is seeking an Analyst join the Private Markets team. We are looking for a detail-oriented, proactive, and team-oriented individual who is comfortable performing a variety of administrator functions for the client expenses team.

YOUR ESSENTIAL EXPERIENCE AND KNOWLEDGE:

1.Bachelor’s Degree in Business Administration, Finance, Economics or similar career.
2.0-4 years of finance-related experience would be ideal.
3.English, oral and written knowledge at fluid level is a must.
4.Experience working with Concur and/or Workday.
5.High proficiency in Excel , Word and other Microsoft office programs.

SKILLS THAT YOU BRING TO THE TABLE:

  • Must maintain strict confidentiality of client, investment and company information.
  • Acute attention to accuracy and detail.
  • Effective communication skills and strong problem solving skills.
  • Must be able to meet department goals.
  • Ability to work independently, prioritize activities while working on multiple projects and achieve target deadlines.
  • Familiarity with investment partnership reporting is a plus.
  • Strong analytical and data gathering skills and financial statement knowledge.
  • Capital markets knowledge; desirable.

THE BENEFITS OF WORKING WITH ACUITY KNOWLEDGE PARTNERS:

  • Medical insurance with a top-notch annual check-up plan and travel insurance.
  • Life insurance.
  • Business agreements with gyms, training centres, nutritionists, psychologists, universities, and language centres.
  • Paid leave benefits (paternity, marriage, compassionate, birthdays and sick leaves).
  • Training and Knowledge Department.
  • Education Policy with reimbursed certifications (CFA, Python, Oracle, Tableau, PMP, etc).
    If you’re ready to make a difference and be part of a dynamic team that values innovation and collaboration, we’d love to hear from you! Apply today with your resume in English!
    Join us in shaping the future !

Responsibilities:

AS A PRIVATE MARKETS ANALYST IN ACUITY KNOWLEDGE PARTNERS, SOME OF YOUR MAIN TASKS WILL BE TO:

  • Expense report creation.
  • Expense allocation.
  • Expense and corporate card reconciliations.
  • Chasers for missing receipts.
  • Validation of expenses as per client policies and guidelines.
  • Communication with onshore support teams.
  • Other Ad-hoc tasks.

SOME OF YOUR GENERAL RESPONSIBILITIES WILL BE TO:

1.Implement and act in accordance with Acuity Knowledge Partners’ Information Security Policy.
2.Identify risks when working with external parties.
3.Ensure information security when dealing with customers.


REQUIREMENT SUMMARY

Min:4.0Max:9.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Business administration finance economics or similar career

Proficient

1

Costa Rica, Costa Rica