Financial Operations Analyst
- Employer
- The Honickman Companies
- Location
- Pennsauken, NJ
- Salary
- $75-85k with benefits
- Closing date
- Feb 28, 2025
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- Job Function
- Accounting/Audit/Tax, Operations, Performance Analysis
- Industry Sector
- Asset Management, Private Wealth Management Firm
- Employment Type
- Full Time
- Education
- Bachelors
POSITION SUMMARY:
This position is responsible for financial operations including CASH FLOW MANAGEMENT, ACCOUNT ANALYSES and REPORTING.
REPRESENTATIVE RESPONSIBILITIES:
The following responsibilities are general duties that a particular employee in this position may or may not be required to perform. The actual duties required of this position will vary.
- Performs money control functions for numerous entities and a variety of accounts.
- Anticipates problems, ensures execution by third parties, and delivers the expected results. Analyzes investment account performance regularly and investigates unusual items with external portfolio manager and direct supervisor.
- Uses or enhances existing Excel “databases” in expert fashion to both create and regularly produce meaningful executive/owner level reports.
- Solves problems experienced by the platform both through individual invention and composing fast-acting working groups where needed.
- Contributes meaningfully to establishing and maintaining organizational tools for this highly complex platform.
- Performs other job-related duties as assigned.
EXPERIENCE, EDUCATION, CERTIFICATION:
- Must have >1 years’ experience performing financial work. Degree in finance or accounting helpful but not required.
- Expert level skills in Excel required. Outlook and Word experience helpful.
- Must be able to review own work, utilizing control totals and check-fields.
- Experience exercising confidentiality with sensitive information.
- Able to organize and manage large amounts of files, tasks, and information.
- Self-directed and able to complete work independently.
- Energetic and eager to tackle new projects and ideas.
- Must have worked in a fast-paced environment.
- Excellent verbal and written communication skills.
KNOWLEDGE AND COMPETENCIES: The following key competencies represent qualities, traits and behaviors that a successful employee will exhibit. This list is not exhaustive, as other qualities, traits and behaviors are also desired.
- Problem Solving – Identifies and relies upon the historical example for guidance in all matters. Demonstrates resourcefulness and ingenuity.
- Analytical Skills – Able to learn from existing Excel tools and analyses and improve them. Able to apply the framework to new situations.
- Exceptional Organizational Skills required.
- Confidentiality – Respects confidentiality of subgroup’s information, sharing only what is appropriate and on a need-to-know basis outside of the subgroup.
- Communication - Effectively and coherently conveys relevant information to managers/supervisors and coworkers. Listens to and understands others.
- Customer Service - Meets and exceeds expectations of managers/supervisors and coworkers. Acts in a professional, courteous, and cooperative manner.
- Ethics - Seeks guidance before problems occur and promptly reports concerns or potential violations in accordance with reporting procedures.
- Information Gathering - Refers to a variety of sources such as Company policy manuals, employee handbook and external resources. Compiles and organizes all the facts required to respond to request(s).
- Interpersonal Skills - Develops openness and trust with others. Expresses opposing views in a tactful manner. Makes others feel comfortable.
- Multitasking - Shifts back and forth as needed between two or more activities or sources of information. Can handle more than one assignment or responsibility during a given time period.
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