Family Office Financial Operations Analyst - BDCI

This position is fully on-site Monday-Friday at our Pennsauken, NJ location. For this position, we are unable to provide relocation assistance or visa sponsorship.

POSITION SUMMARY:

This position is responsible for financial operations including cash flow management, account analyses and reporting.

REPRESENTATIVE RESPONSIBILITIES:

The following responsibilities are general duties that a particular employee in this position may or may not be required to perform. The actual duties required of this position will vary.

• Performs money control functions for numerous entities and a variety of accounts. Anticipates problems, ensures execution by third parties, and delivers the expected results.
• Analyzes investment account performance regularly and investigates unusual items with external portfolio manager and direct supervisor.
• Uses or enhances existing Excel “databases” in expert fashion to both create and regularly produce meaningful executive/owner level reports.
• Solves problems experienced by the platform both through individual invention and composing fast-acting working groups where needed.
• Contributes meaningfully to establishing and maintaining organizational tools for this highly complex platform.
• Performs other job-related duties as assigned.

EXPERIENCE, EDUCATION, CERTIFICATION:

• Must have >1 years’ experience performing financial work. Degree in finance or accounting helpful but not required.
• Expert level skills in Excel required. Outlook and Word experience helpful.
• Must be able to review own work, utilizing control totals and check-fields.
• Experience exercising confidentiality with sensitive information.
• Able to organize and manage large amounts of files, tasks, and information.
• Self-directed and able to complete work independently.
• Energetic and eager to tackle new projects and ideas.
• Must have worked in a fast-paced environment.
• Excellent verbal and written communication skills.

KNOWLEDGE ANDCOMPETENCIES

The following key competencies represent qualities, traits and behaviors that a successful employee will exhibit. This list is not exhaustive, as other qualities, traits and behaviors are also desired.

• Problem Solving – Identifies and relies upon the historical example for guidance in all matters. Demonstrates resourcefulness and ingenuity.
• Analytical Skills – Able to learn from existing Excel tools and analyses and improve them. Able to apply the framework to new situations.
• Exceptional Organizational Skills required.
• Confidentiality – Respects confidentiality of subgroup’s information, sharing only what is appropriate and on a need-to-know basis outside of the subgroup.
• Communication - Effectively and coherently conveys relevant information to managers/supervisors and coworkers. Listens to and understands others.
• Customer Service - Meets and exceeds expectations of managers/supervisors and coworkers. Acts in a professional, courteous, and cooperative manner.
• Ethics - Seeks guidance before problems occur and promptly reports concerns or potential violations in accordance with reporting procedures.
• Information Gathering - Refers to a variety of sources such as Company policy manuals, employee handbook and external resources. Compiles and organizes all the facts required to respond to request(s).
• Interpersonal Skills- Develops openness and trust with others. Expresses opposing views in a tactful manner. Makes others feel comfortable.
• Multitasking - Shifts back and forth as needed between two or more activities or sources of information. Can handle more than one assignment or responsibility during a given time period.

We offer a competitive salary of $60k - $80k/Annually. Excellent benefits which include medical, dental and vision. Eligibility in benefit plans begin the first of the month following 60 days of employment. Six (6) days of sick leave; two (2) weeks of vacation accrued throughout the year; nine (9) Company Paid Holidays and a 401K Plan with employer match.

EOE without regard to race, color, religion, creed, affectional or sexual orientation or sex, national origin, ancestry, age, disability, genetics, veteran status, gender, gender identity, citizenship status, marital status, VEVRAA Federal Contractor.

The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required by personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the company.