Family Office Financial Operations Analyst - BDCI

The Honickman Companies is hiring a Family Office Financial Operations Analyst to support financial operations, including cash flow management, account analyses, and reporting. The role manages financial accounts, analyzes investment performance, produces executive-level reports, and helps improve operational tools and processes.

What you'll do:

• 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

What they're looking for:

• Must have >1 years' experience performing financial work
• Expert level skills in Excel required
• 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
• Must have worked in a fast-paced environment
• Excellent verbal and written communication 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
• Degree in finance or accounting helpful but not required

Benefits:

• Medical, dental and vision; eligibility in benefit plans begins 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.
• A 401K Plan with employer match.