Highlights
This role will focus on cash flow management, account analysis, and reporting, with opportunities to contribute to process improvement and organizational efficiency. Develop and maintain reporting tools in Excel to deliver accurate, meaningful reports for leadership.
Numbers & Facts
| Location | Philadelphia, PA |
| Industry | Staffing/Employment Agencies |
| Company Size | 10 to 19 employees |
| Year Founded | 1985 |
| Website | http://www.questorg.com |
Description
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:
- Bachelors 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.
About Company
For over 30 years, The Quest Organization and its related entities have been a highly respected leader in Executive Search and Business Advisory Services, taking a holistic approach to finding not only the most talented individuals for “C” level executives and Middle Management Professionals, but making sure that our clients have truly defined their need both from a technical perspective and an overall “fit perspective. The hallmark of our success is the extraordinary experience and business acumen of our professional staff with a combined 50+ years of achievements in Executive Search and Advisory Services.
With backgrounds as CPAs in the Big “4″ and as financial professionals in industry, we are uniquely positioned to provide our clients with meaningful hiring recommendations, grounded in a thorough understanding of their overall business including their operations, finance, accounting, human capital and sales.
Our staff through their daily transactions in the employment marketplace and extensive participation in regional business organizations, is well positioned to provide candidates from mid level to CEO’s with insightful advice on career planning and positioning. Every candidate that we represent, benefits from a comprehensive interview to ensure they are considered for appropriate opportunities which match their capabilities, experience, desired compensation and quality of life attributes. We are known to provide the most meticulous interview preparation and follow through in the industry.