Family Office Reporting Analyst

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