Financial Operations Analyst: Cash Flow & Reporting

The Quest Organization Inc; Philadelphia (Philadelphia County); On-site; USD 65,000 - 90,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Communication

Organizational skills

Independent working

Discretion

Education

Bachelor's degree in finance or accounting

Tools

Microsoft Excel

Job description

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.