Financial Operations Analyst

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.