Financial Analyst, Global Accounting Financial Analyst, Global Accounting …

Wellington Management Company, LLP
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Wellington Management Company, LLP
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Financial Analyst, Global Accounting

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 50 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.


This financial analyst position supports Wellington's Finance & Administration group. In 2017, the firm implemented Workday Financials as its financial management system. This position will assist in unlocking the potential of Workday and support finance through the creation of reporting and analytics, both operational and financial. The ideal candidate will collaborate with finance and IT teams to assess as well as coordinate testing of Workday's semi-annual release enhancements. This role will also assist in assessing, implementing, and maintaining other emerging technologies such as Robotic Process Automation. In addition, this position will assist in supporting core accounting responsibilities as it relates to the monthly close process, budgeting/forecasting, and year end financial statement preparation. Although an accounting degree is not required, the ideal candidate will possess a solid understanding of accounting and finance related concepts and reporting.


  • Develop reporting, dashboards, and data analytics to aid line mangers and senior management

  • Track, execute, resolve, and report on support and enhancement requests, in a timely and thorough manner

  • Gather requirements for strategic reporting solutions

  • Create strong business relationships with Finance and IT teams

  • Make recommendations and/or identify new solutions that lead to efficiency related opportunities and outcomes

  • Journal entry preparation, account reconciliation, and reporting for Wellington's legal entities

  • Preparation of various financial statements


  • 3-5 years financial services industry experience highly desirable

  • Strong technology skills including report writing and data visualization tools as well as familiarity with relational databases, SQL a plus

  • Strong understanding of finance and accounting related concepts and reports

  • Experience in Workday Financials a strong plus

  • Strong communication skills with the ability to communicate technical concepts to a business audience as well as business concepts to a technical audience

  • Team oriented and collaborative

  • Problem solver with intellectual curiosity

  • Bachelor degree required

Financial Analyst, Global Accounting

Financial Analysis

100 Federal Street

As an equal opportunity employer, Wellington Management considers all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .