Regulatory Analyst / Finance Accounting

Senior Financial Analyst Our client, a complex, private investment group/family office based in Bethesda, Maryland seeks a detailed financial professional to get involved in a variety of financial and analytical activities including accounting, financial analysis and special projects. This is a hands-on role with high visibility to senior leadership that will work closely with the Vice President – Financial Services Given this, the successful person will be exposed to and have the opportunity to work on interesting and unique projects in addition to being responsible for accounting matters and financial analysis. This is a flexible hybrid opportunity. This role involves partnering with the Vice President to perform a variety of duties including accounting operations, financial and investment analysis, assistance with tax matters, special projects and other diverse financial related duties in in this multi-entity diverse private investment group. The Associate will collaborate closely with other staff and interact closely with external advisors, investment managers and consultants. This position requires strong analytical skills, attention to detail and discretion when managing highly confidential financial and personal information. Bachelor's degree in Accounting, Finance, Economics or other relevant areas. Minimum 2 years' experience in finance, investment management or accounting. Highly proficient in Excel, exposure to Sage Intacct, Addepar or similar ERP systems. Solid understanding of basic financial concepts including asset allocation, cashflow analysis and portfolio management.