Financial Analyst - Family Office

Prominent Family Office is seeking a motivated and detail-oriented professional to support its financial operations. This role will focus on cash flow management, account analysis, and reporting, with opportunities to contribute to process improvement and organizational efficiency.

Responsibilities:

• Perform financial control functions across multiple entities and accounts.
• Monitor and analyze account performance, identifying and investigating variances as needed.
• Develop and maintain reporting tools in Excel to deliver accurate, meaningful reports for leadership.
• Collaborate with colleagues and external partners to solve problems and ensure effective execution.
• Support the creation and maintenance of organizational systems and tools to improve efficiency.
• Take on special projects and other responsibilities as assigned.

Qualifications:

• Bachelor’s degree in finance, accounting, or a related field from an accredited university.
• 1+ years of financial analysis experience; family office and/or wealth management experience a plus.
• Advanced proficiency in Microsoft Excel.
• Strong communication skills, both verbal and written.
• Strong organizational skills with the ability to multi-task.
• Self-starter who can work independently and adapt quickly in a fast-paced environment.
• Experience handling sensitive and confidential information with discretion.