Financial Data Analyst
1 week ago
Gable Search Group is seeking a highly skilled Financial Data Analyst to join their team in Pittsburgh. As a key member of the family office, you will be responsible for managing day-to-day data aggregation, curation, and structuring tasks.
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.
- Accounting Task Ownership:
- 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.
- Investment Administrative Tasks:
- 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.
Gable Search Group is an equal opportunity employer and welcomes applications from diverse candidates. If you meet the qualifications and are excited about the opportunity to contribute to our team, we encourage you to apply.
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