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Role Overview:
A well-established financial services company is seeking a finance associate to join their growing team. This is an excellent opportunity for someone with a foundational background in accounting and a strong interest in working with financial data to gain exposure across a wide range of finance functions.
The ideal candidate is curious, organized, and comfortable working with large datasets, with a strong command of Excel and the ability to communicate effectively across departments.
Key Responsibilities:
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Analyze and manage large financial data sets to identify trends and variances.
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Prepare recurring weekly, monthly, and quarterly financial reports.
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Support ad hoc reporting and data requests across the finance team.
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Conduct analyses related to:
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G&A expenses
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Fund-level activity
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Advisor fee structures
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Back-office and operational expenses
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Maintain and enhance existing financial data workflows and reporting tools.
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Collaborate cross-functionally with other finance and operations teams to ensure data accuracy and consistency.
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Assist with ongoing improvements to financial reporting processes.
Qualifications:
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Bachelor’s degree in Accounting, Finance, or a related field (Accounting preferred).
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1+ years of experience in an accounting, financial analyst, or data reporting role.
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Strong proficiency in Microsoft Excel (pivot tables, lookups, dynamic formulas, etc.).
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Comfortable working with evolving and variable data sets.
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Solid analytical skills with a high attention to detail.
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Effective communicator, able to collaborate with a range of stakeholders across finance.
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Familiarity with financial systems, databases, or BI tools a plus (e.g., Power BI, Tableau, SQL).
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