Financial Assistant

SA Chestnut, LLC; Weston (MA); On-site; USD 55,000 - 96,000; Part time

Job summary

SA Chestnut, LLC in Weston, MA seeks a part-time contract financial analyst to support our family-office proprietary system. You will analyze, compare, buy, and sell equity offerings of public companies using spreadsheets on macOS (Numbers or Excel) and verify financial statements.

The ideal candidate holds a bachelor's degree in finance or accounting, has about five years of relevant experience, is a self-starter, and works primarily independently in an Apple-friendly environment on-site.

Qualifications

• Bachelor's degree in finance or accounting is required.
• Around 5 years of relevant work experience.
• Proficiency with spreadsheet software (Numbers/Excel) and financial statement interpretation.

Responsibilities

• Analyze, compare, buy and sell equity offerings of public companies.
• Verify and interpret financial statements (balance sheets, income statements, cash flows).
• Work on the proprietary system on-site using macOS computers.

Skills

Financial analysis

Independent work

5+ years experience

Education

Bachelor's degree in finance/accounting

Tools

Numbers

Microsoft Excel

Job description

Job Description

Job Description

Looking for someone to work on a contract basis to help part time with the proprietary system we use to run our family office; specifically the part we use to analyze, compare, buy, and sell the equity offerings of public companies. Spreadsheet software skills with macOS' Numbers, Microsoft Excel, or some equivalent, and the ability to understand, verify, and interpret financial statements (balance sheets, income statements, cash flows, etc.) are required. All work will be done here on site on Apple computers running macOS, so familiarity with those is a significant advantage, but not required. The ideal candidate is a young energetic self starter who is comfortable working mostly independently, and holds a bachelor's degree in finance/accounting and has 5 years of relevant work experience