Financial Operations Analyst

The Quest Organization; Philadelphia (Philadelphia County); Vor Ort; USD 65.000 - 90.000; Vollzeit

Zusammenfassung

Prominent Family Office in Philadelphia is seeking a Financial Analyst to support cash flow management, account analysis, and reporting. The role offers exposure to multi-entity financial operations and opportunities to streamline processes.

Ideal candidates have a Bachelor's in finance or accounting, 2+ years of financial analysis, advanced Excel skills, and strong communication. You will create and maintain reporting tools and collaborate with internal teams and external partners.

Qualifikationen

• Bachelor's degree in finance or accounting required.
• 2+ years of financial analysis experience preferred.
• Advanced proficiency in Microsoft Excel required.
• Strong communication and organizational skills.
• Ability to handle sensitive information with discretion.

Aufgaben

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

Kenntnisse

Communication

Organizational skills

Independent working

Discretion

Ausbildung

Bachelor's degree in finance or accounting

Tools

Microsoft Excel

Jobbeschreibung

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.
• 2+ 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.