Corporate Finance Analyst

Dexian; Town of Texas (WI); On-site; USD 60,000 - 80,000; Full time

Job summary

A financial services firm is seeking a Corporate Finance Analyst to support operations and financial reporting. The ideal candidate should possess 1-3 years of experience, a Bachelor's in Finance or Accounting, and strong analytical skills. Responsibilities include performing journal entries, preparing reports, overseeing financial processes, and supporting investment activities. This position is based in Wisconsin and offers an opportunity for growth in a dynamic environment.

Qualifications

• 1-3 years of experience in Operations, Fund Accounting, or Audit.
• Background in financial services or energy preferred.
• Able to manage multiple priorities and handle confidential information.

Responsibilities

• Perform journal entries, reconciliations, and monthly close activities.
• Support preparation of financial statements and compliance reports.
• Oversee shared services (A/P, A/R, cash collections).
• Prepare materials for committees and the Advisory Board.

Skills

Financial Accounting

Financial Reporting

Analytical Skills

Organizational Skills

Communication Skills

Education

Bachelor's in Finance, Accounting, or related field

Tools

Microsoft Office

Bloomberg

NetSuite

Salesforce

Job description

Overview: Seeking a highly motivated Corporate Finance Analyst to support firm operations and financial reporting. The ideal candidate has strong knowledge of GAAP, partnership accounting, and financial controls, with experience in financial services or energy.

Key Responsibilities

Financial Accounting & Reporting

• Perform journal entries, reconciliations, and monthly close activities.
• Support preparation of financial statements, compliance reports, and internal management reports.
• Conduct P&L and balance sheet reviews; assist with annual budgeting and forecasting.
• Manage cash movements, investor capital calls/distributions, and NAV calculations.

Operations & Process Improvement

• Oversee shared services (A/P, A/R, cash collections).
• Identify and implement process improvements and automation opportunities.
• Coordinate with third-party providers (audit, tax, fund administrator).

Investment & Investor Support

• Prepare materials for committees and the Advisory Board.
• Support research, new investment product launches, and fund performance reporting.
• Assist with trade bookings and ensure accurate daily trading activity.

Qualifications

• Bachelor's in Finance, Accounting, or related field.
• 1-3 years of experience in Operations, Fund Accounting, or Audit.
• Background in financial services or energy preferred.
• Proficiency in Microsoft Office; exposure to Bloomberg, EZE OMS, NetSuite, or Salesforce a plus.
• Strong analytical, organizational, and communication skills.
• Able to manage multiple priorities and handle confidential information with discretion.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.