Senior Financial Analyst

4 weeks ago


New York, New York, United States Lefrak Organization Full time
Job Summary

We are seeking a highly skilled Senior Financial Analyst to join our Family Office group at the Lefrak Organization. This role will provide diversified administrative and day-to-day financial support to the Family Office Management Team in the service of our clients.

Key Responsibilities
  • Assist with the monthly financial reporting package, including variance and trend analysis on accounts.
  • Manage the General Ledger and prepare adjusting entries.
  • Partner with internal and external stakeholders to ensure accurate reporting and documentation.
  • Perform monthly reconciliations of client credit cards and provide reports as needed.
  • Full cycle Accounts Payable, including processing, coding, and allocations.
  • Research and resolve issues or discrepancies with clients' accounts, bill pay, or invoices.
  • Respond to client requests and inquiries.
  • Identify areas of improvement across the group.
  • Manage vendor relationships, requests, and payments.
  • Monitor accounts to ensure payments are up to date.
  • Provide accurate documentation in accordance with records retention policies and procedures.
  • Assist with year-end reporting of 1099s.
  • Manage charitable contribution letters for annual tax packages.
  • Handle special projects as needed.
Requirements
  • Bachelor's degree in Business, Accounting, or Finance.
  • CPA eligible preferred.
  • 3+ years of accounting, accounts payable, or bookkeeping experience.
  • Familiar with Microsoft Office; QuickBooks experience preferred.
  • High attention to detail, problem solver, and intellectually curious.
  • Adhere to the highest level of confidentiality.


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