![International Staff Consulting](https://media.trabajo.org/img/noimg.jpg)
Financial Data Analyst- Family Office
4 weeks ago
Our client located just South of Pittsburgh is seeking an organized and self-motivated individual to join their team.
YOU MUST BE CURRENTLY BASED IN PITTSBURGH TO BE CONSIDERED FOR THIS OPPORTUNITYOur client provides integrated wealth management and administrative services for an office of high wealth families.
The Financial Data Analyst will be responsible for managing day-to-day data aggregation, curation, and structuring tasks. A key focus of this role is on continuous process improvement and automation. The ideal candidate will possess a strong technological aptitude, excellent organizational and analytical skills, and a keen eye for detail. The ability to work collaboratively with cross-functional teams and a deep intellectual curiosity are essential attributes for success in this role.
Key Responsibilities:
Data Management and Analysis:
- Collect, process, and analyze investment data from various sources.
- Maintain investment data accuracy and integrity.
- Manage Alteryx workflows and investment data imports into Sage Intacct.
- Reconcile investment data, including transactions, valuations, and cash movements with custodians and investment managers.
- Perform general accounting tasks related to investment operations, including preparing journal entries for investment transactions and valuations.
- Assist in the preparation of quarterly and annual financial reports.
- Support annual audit preparations.
- Collaborate with the tax team to ensure proper tax treatment and reporting of investment activities.
- Aid in the automation of accounting processes and reporting.
- Aggregate and file monthly, quarterly, and annual bank, custodian, and private equity statements and tax documents electronically.
- Communicate with custodians and investment managers as needed.
- Bachelor's degree in data science, accounting, or finance is required.
- Advanced degree or certification (e.g., CAP, MBA, CPA) is a plus.
- 3+ years of experience as a Data Analyst, Public Accountant, Investment Accountant, or in a similar role.
- Experience with partnership and investment accounting preferred.
- Proficient with data analytics or business intelligence software such as Alteryx, PowerBI, Tableau, etc.
- Proficient with Microsoft Office products, specifically Excel, Power Automate, and SharePoint.
We are looking for a proactive individual who is eager to drive efficiency and innovation within our organization. If you meet these qualifications and are excited about the opportunity to contribute to our team, we encourage you to apply.
-
Senior Data Analyst
1 month ago
McLean, United States Office Of The Director Of National Intelligence Full timeThe National Counterterrorism Center's Directorate of Intelligence (NCTC/DI) is seeking an experienced GS-14 analyst with strong tradecraft, leadership, and interpersonal skills to help drive the analytic effort of a high performing group working to combat terrorism. The selected officer will help formulate and implement an analytic program and advance...
-
Experienced Sr. Financial Analyst
3 weeks ago
McLean, United States Capital One Financial Corp Full timeExperienced Sr. Financial Analyst As a Financial Analyst, you will have the opportunity to partner with business customers on driving strategic business direction that leads to sustainable performance. You will work for a company that invests in ways to tell stories, view trends, and diagnose results in a more compelling and visual nature. We are seeking...
-
Data Financial Analyst
1 month ago
McLean, United States Foxhound Federal Full timeReplies within 24 hours Job Description: Our client is seeking a Data Financial Analyst to join their team. The ideal candidate will have a TS/SCI clearance, with a proficiency in MS Office specifically, Microsoft Excel, and experience with VBA, Power BI, MS SQL, and Azure. Responsibilities: - Develop and test solutions using Access, VBA, and MS Dataverse -...
-
Experienced Sr. Financial Analyst
3 weeks ago
McLean, United States Capital One Financial Corp Full timeCenter 2 (19050), United States of America, McLean, Virginia Experienced Sr. Financial Analyst As a Financial Analyst, you will have the opportunity to partner with business customers on driving strategic business direction that leads to sustainable performance. You will work for a company that invests in ways to tell stories, view trends, and diagnose...
-
Financial Analyst
3 weeks ago
McLean, United States Network Designs Full timeDescription: The Financial Analyst is a key role within our Program Management Organization (PMO) that oversees a portfolio of IT investments for the federal government. We are seeking a highly motivated and experienced Financial Analyst to support the financial management and budgetary operations for our federal government client in the Washington, DC...
-
Financial Analyst
3 weeks ago
McLean, United States Network Designs Full timeDescription: The Financial Analyst is a key role within our Program Management Organization (PMO) that oversees a portfolio of IT investments for the federal government. We are seeking a highly motivated and experienced Financial Analyst to support the financial management and budgetary operations for our federal government client in the Washington, DC metro...
-
Financial Analyst
1 week ago
McLean, United States Hive Group LLC Full timeJob DescriptionJob DescriptionProject Performance Management (PPM) AnalystJob SummaryHive Group is seeking a Financial Analyst to join our existing team providing financial and project management support to a federal agency in Washington, DC. This entry level position will work closely with multiple Defense and Civilian Agency program offices to monitor and...
-
Sr. Financial Analyst
1 month ago
McLean, United States Meazure Learning Full timeAt Meazure Learning , we aim to empower open-minded, inquisitive, and driven people, and we love how each new addition to the team adds to our culture. Here, you can positively impact the careers of millions of test-takers and reshape the education technology landscape by working toward one vision: “To provide life-long learners across the globe the...
-
Financial Analyst
2 months ago
McLean, United States The Ladders Full timeJob Title Financial Analyst Location McLean, VA 22102 US (Primary) Category Finance Job Type Full-Time Career Level Staff Education Bachelor's Degree Travel None Security Clearance Required None Job Description Prescient Edge is seeking a Financial Analyst for our headquarters office in McLean, Virginia to support our Finance team as well as our Intelligence...
-
Financial Analyst
7 days ago
McLean, United States Network Designs Full timeDescription: The Financial Analyst is a key role within our Program Management Organization (PMO) that oversees a portfolio of IT investments for the federal government. We are seeking a highly motivated and experienced Financial Analyst to support the financial management and budgetary operations for our federal government client in the Washington, DC metro...
-
Sr. Financial Analyst
3 weeks ago
McLean, United States Meazure Learning Full timeAt Meazure Learning , we aim to empower open-minded, inquisitive, and driven people, and we love how each new addition to the team adds to our culture. Here, you can positively impact the careers of millions of test-takers and reshape the education technology landscape by working toward one vision: “To provide life-long learners across the globe the...
-
Financial Analyst
2 months ago
McLean, United States IDR, Inc. Full timeIDR is seeking a Financial Marketing Analyst to join one of our top clients in McLean, VA. If you are looking for an opportunity to join a large organization and work within an ever-growing team-oriented culture, please apply today! Position Overview/Responsibilities For The Financial Marketing Analyst Support Media Activation, which brings to life the...
-
Financial Analyst
3 weeks ago
McLean, United States IDR, Inc. Full timeIDR is seeking a Financial Marketing Analyst to join one of our top clients in McLean, VA. If you are looking for an opportunity to join a large organization and work within an ever-growing team-oriented culture, please apply today! Position Overview/Responsibilities For The Financial Marketing Analyst Support Media Activation, which brings to life the...
-
Financial Analyst
2 weeks ago
McLean, United States Clark Construction Group Full timeWe are looking for a strong Financial Analyst who can work with the Corporate Planning and Analysis group to anticipate internal and external risks and opportunities for the $6 billion enterprise through a sophisticated data-driven approach. The Corporate Planning / FP&A group advises senior leadership on a range of topics including financial performance,...
-
Financial Analyst #1276300
7 days ago
McLean, United States Network Designs Inc. Full time $125,000 - $130,000Job DescriptionJob DescriptionDescription:The Financial Analyst is a key role within our Program Management Organization (PMO) that oversees a portfolio of IT investments for the federal government. We are seeking a highly motivated and experienced Financial Analyst to support the financial management and budgetary operations for our federal government...
-
Financial Analyst
1 month ago
McLean, United States Clark Construction Group Full timeWe are looking for a strong Financial Analyst who can work with the Corporate Planning and Analysis group to anticipate internal and external risks and opportunities for the $6 billion enterprise through a sophisticated data-driven approach. The Corporate Planning / FP&A group advises senior leadership on a range of topics including financial performance,...
-
Financial Analyst II, Strategic Programs
2 months ago
McLean, United States Iridium Satellite Full timeFinancial Analyst II, Strategic Programs Job Locations US-VA-McLean Job ID 2024-3578 Category Accounting/Finance Worker Category Regular Full-Time[F] Company Overview Iridium is an award-winning and innovative satellite communications company with bragging rights to the only network that offers...
-
Financial Analyst
2 months ago
McLean, United States Vosper Thornycroft Group Full timeOverview VTG has an established program supporting senior procurement officers in McLean, VA and we are seeking an experienced Financial Analyst to join our team! The successful candidate will work on-site supporting senior level customers with spend plan management, budgeting, financial reporting, and other related responsibilities. What will you do? The...
-
Financial Services Budget Analyst Formulation
3 weeks ago
McLean, United States Leidos Full timeDescription The Financial Services Budget Formulation Analyst assumes a pivotal role within the customer's organization, playing a critical and multifaceted part in bolstering the Intelligence Planning, Programming, Budget, and Execution Process (IPPBE). In this dynamic position, the candidate will be responsible for an array of essential tasks aimed at...
-
Senior Financial Analyst
4 weeks ago
McLean, United States Capital One National Association Full timeCenter 1 (19052), United States of America, McLean, Virginia Senior Financial Analyst - US Card - Headcount and Opex The Card Services Finance team, within Card Finance, is seeking a Senior Financial Analyst to join our Fraud Finance team. The Fraud Finance team is responsible for supporting the Fraud Strategy organization, including full ownership of Fraud...