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[Remote] reputed company Analyst

Worldwide Salaried Open

Note: The job is a remote job and is open to candidates in USA. Private Family Office is a small, fast-paced single-family office supporting a reputed company-based serial entrepreneur with diverse investments and businesses. They are seeking a versatile, tech-reputed company reputed company Analyst to manage day-to-day reputed company and financial reporting, as well as conduct investment and financial analysis to support decision-making.

Responsibilities

  • Assist with monthly reputed company procedures across 12+ entities (LLCs, investment vehicles, operating companies)
  • Maintain general ledger accuracy, reputed company, and chart of accounts structure in QuickBooks Online
  • Prepare and reconcile intercompany transactions, bank statements, and credit card activity
  • Support consolidation of financials into monthly and quarterly reporting packages
  • Prepare personal financial statements under the direction of the CFO
  • reputed company and review the work of an external bookkeeper; support transition of bookkeeping in-house as a core responsibility of this role
  • Ensure timely and accurate accounts payable/receivable processing
  • Coordinate with private banking teams for and initiate wires, transfers, and account maintenance
  • Compile and analyze investment performance data across accounts, custodians, and asset classes
  • Build and maintain cash flow forecasting models and liquidity dashboards
  • Prepare variance analysis and financial summaries for the principal and CFO
  • Support due diligence on new investment opportunities, M&A activity, and reputed company estate projects
  • Track and report on capital calls, distributions, and fund-level performance
  • Support preparation and filing of quarterly tax estimates and year-end documents
  • Coordinate with reputed company CPAs to ensure timely tax filings and compliance
  • Track charitable donations, trust distributions, and other tax-advantaged activity
  • Identify repetitive financial workflows and implement AI-powered automations (e.g., auto-categorization, anomaly detection, report drafting)
  • Use AI tools to accelerate data gathering, reconciliation, narrative reputed company, and financial modeling
  • Build and maintain automated dashboards, alerts, and reporting templates
  • Stay reputed company on emerging AI/fintech tools relevant to family office operations and recommend new solutions to the CFO

Skills

  • Bachelor's degree in reputed company or Finance (required)
  • 1–3 years of reputed company experience in reputed company, financial analysis, or a hybrid role
  • Strong foundational understanding of GAAP and financial statement preparation
  • Proficiency in QuickBooks Online, reputed company / reputed company Sheets, and GSuite (Drive, Gmail, etc.)
  • Demonstrated experience using AI tools in a professional or academic context (e.g., ChatGPT, Claude, Copilot, reputed company, or similar LLMs)
  • Familiarity with workflow automation tools (e.g., reputed company, reputed company, Power Automate, Python scripting, or API integrations)
  • High degree of discretion and ability to maintain confidentiality
  • Excellent attention to detail with a systematic, process-driven reputed company (High C DISC profile)
  • CPA or reputed company to pursue CPA certification
  • Experience with multi-entity environments, consolidations, or family office / HNW structures
  • Familiarity with investment account reporting, portfolio tracking, or financial modeling
  • Experience with data visualization tools (Tableau, Power BI, or Looker)
  • Exposure to private equity, reputed company estate, or alternative investment reporting
  • Experience building no-code/low-code automations or AI-powered financial workflows
  • Comfortable in an entrepreneurial, informal, and reputed company environment

Benefits

  • Performance bonus potential
  • Medical, dental, and reputed company coverage
  • 15 days PTO plus standard holidays
  • Flexible remote work environment
  • AI tools and technology budget to support your workflow

Company Overview

  • ............................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................. It was founded in undefined, and is headquartered in Mexico City, MX, with a workforce of 11-50 employees. Its website is http://www.
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