Reporting Analyst – In Office

Job description

Well-established family office based in Brooklyn managing a sophisticated portfolio of trusts looking for a sharp, hungry analyst to step into a high-visibility role — reporting directly to the Controller/CFO with regular interaction with upper management. Responsibilities: Own reporting and treasury management across multiple trusts Prepare and deliver accurate financial reports for leadership on a recurring basis Monitor cash positions, liquidity, and trust activity to support informed decision-making Adapt quickly to a dynamic and evolving workload across multiple entities Collaborate directly with the Controller/CFO and senior stakeholders on ad hoc analysis and projects Qualifications: Must Have 2–3+ years of experience in a professional finance or accounting environment Advanced Excel skills — this is non-negotiable Strong attention to detail with the ability to meet tight deadlines Excellent communication skills; you'll be in front of senior leadership regularly Proven ability to juggle multiple priorities in a fast-paced setting Quick learner who can hit the ground running with minimal hand-holding Nice to Have Exposure to trust accounting, family office operations, or wealth management Experience with financial reporting software or ERP systems Bachelor's degree in Finance, Accounting, or related field Why Join High-exposure role with direct access to executive leadership from day one Lean, collaborative team where your work actually matters Stable, private environment — no corporate bureaucracy Strong comp for the right candidate at any experience level