Financial Data Analyst

Financial Data Analyst

$90,000- $ 110,000 + Bonus

High Visibility -position to CFO , Chief Investment Officer , Wealth families . Reporting to Controller .

Our Client, a Wealth Management/ Family Office organization, is searching for a Financial Data Analyst. The Financial Data Analyst will perform Data manipulation [ Software- Power BI, Alteryx, Tableau] tracking, processing and analyzing accuracy, transactions, valuations and cash movement.

Financial Data Analyst will have general accounting skills to record investment transactions, assist prep of financial statements, work on Continuous Improvement and work with Tax team.

Experience

3- 8 years as a Data Analyst, Public accountant, or Investment accountant.

Proficiency with data analytics or business intelligence software such as power BI, Alteryx or Tableau.

Industry experience - Wealth Management, Family Office, Public Accounting, Banking.

Experience with technologies- Sage, Microsoft Dynamics, SQL Database, QuickBooks .