Entry Level Finance Opportunity

Beacon Hill Staffing Group; Conshohocken (Montgomery County); On-site; USD 42,000 - 64,000; Full time

Job summary

Beacon Hill Staffing Group is seeking an entry‑level Financial Operations Analyst to support daily financial and investment operations, including transaction processing, reconciliations, and reporting. You will collaborate with investment, accounting, treasury, and operations teams to maintain accurate records and resolve issues.

The role emphasizes analytical skills, attention to detail, and the ability to work with financial data in a deadline‑driven environment.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field
• 0–2 years of experience in financial services, accounting, banking, or investment operations
• Strong Excel skills including formulas, sorting/filtering, pivot tables, and data analysis
• Strong analytical and problem‑solving skills
• High level of accuracy and attention to detail
• Ability to organize multiple priorities and meet deadlines
• Strong written and verbal communication skills
• Ability to work collaboratively across finance, accounting, investment, and operations teams

Responsibilities

• Support daily financial and investment operations, including transaction processing, cash activity, and account maintenance.
• Review investment transaction data for accuracy and completeness.
• Assist with processing and validating trades, settlements, cash movements, fees, and other investment-related activity.
• Monitor transaction and settlement activity and escape outstanding or inaccurate items.
• Prepare and maintain operational reports, spreadsheets, reconciliations, and supporting documentation.
• Assist with financial data analysis and investigate differences between internal records and third-party information.
• Work with internal teams and external partners such as custodians, administrators, banks, and other financial service providers to resolve operational issues.
• Help maintain accurate investment and financial records in accordance with internal controls and established procedures.
• Support audit, compliance, and regulatory requests by gathering documentation and transaction support.
• Identify opportunities to improve operational processes, reporting accuracy, and efficiency.
• Assist with ad hoc financial analysis, reporting, and special projects as needed.

Skills

Excel

Analytical skills

Attention to detail

Communication skills

Team collaboration

Education

Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field

Tools

Bloomberg

Portfolio accounting platforms

Financial systems

Job description

Position Summary

Beacon Hill was founded to set a new standard in search, career placement and flexible staffing.

The Financial Operations Analyst will support the day-to-day operational and financial activities of an investment management organization.

This entry-level position is ideal for someone who is interested in building a career within financial services, asset management, or investment operations.

The Analyst will assist with transaction processing, account and cash reconciliations, financial reporting, data validation, and operational controls while working closely with investment, accounting, treasury, and operations teams. The role requires strong analytical skills, attention to detail, and the ability to work with financial data in a deadline-driven environment.

Key Responsibilities

• Support daily financial and investment operations, including transaction processing, cash activity, and account maintenance.
• Review investment transaction data for accuracy and completeness.
• Assist with processing and validating trades, settlements, cash movements, fees, and other investment-related activity.
• Monitor transaction and settlement activity and escape outstanding or inaccurate items.
• Prepare and maintain operational reports, spreadsheets, reconciliations, and supporting documentation.
• Assist with financial data analysis and investigate differences between internal records and third-party information.
• Work with internal teams and external partners such as custodians, administrators, banks, and other financial service providers to resolve operational issues.
• Help maintain accurate investment and financial records in accordance with internal controls and established procedures.
• Support audit, compliance, and regulatory requests by gathering documentation and transaction support.
• Identify opportunities to improve operational processes, reporting accuracy, and efficiency.
• Assist with ad hoc financial analysis, reporting, and special projects as needed.

Qualifications

• Bachelor's degree in Business - Finance, Accounting, Economics, Business Administration, or a related field.
• 0-2 years of experience in financial services, accounting, banking, investment operations, or a related internship preferred.
• Strong proficiency in Microsoft Excel, including formulas, sorting/filtering, pivot tables, and data analysis.
• Strong analytical and problem‑solving skills.
• High level of accuracy and attention to detail.
• Ability to organize multiple priorities and meet deadlines.
• Strong written and verbal communication skills.
• Ability to work collaboratively across finance, accounting, investment, and operations teams.
• Interest in investment management, capital markets, financial products, and financial operations.

Preferred Qualifications

• Internship or academic experience involving investment management, asset management, banking, accounting, or financial analysis.
• Familiarity with investment products such as equities, fixed income, mutual funds, ETFs, or alternative investments.
• Exposure to financial systems, portfolio accounting platforms, Bloomberg, or other investment-related technology is a plus.

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Company Profile

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com .

Benefits Information

• medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility.

Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you. Beacon Hill. Employing the Future™