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Dalio Family Office · 23 hours ago

Trust Finance & Analytics Manager

Westport, CT

Full-time

Hybrid

Senior Level

$150K/yr - $175K/yr

5+ years exp

Marino Management LLC is home to the Dalio Family Office, which supports the philanthropic efforts and investments of Barbara and Ray Dalio. They are seeking a Trust Finance & Analytics Manager to oversee financial activities related to Trusts and beneficiaries, ensuring accurate reporting, effective budget management, and strong governance.

FinanceFinancial ServicesHedge FundsVenture Capital

No H1B

Responsibilities

Design and implement governance structures for beneficiary spending (e.g., approval pathing, reporting and approvals in Concur system)

Monitor and report on beneficiary financial activities, including whether or not in alignment with trust objectives and legal requirements

Provide financial guidance and support to the Trust Administration team

Lead the budgeting process for trust initiatives and department operations

Maintain cash flow forecasts to ensure liquidity and financial sustainability of trust operations

Coordinate with finance, tax and trust administration teams to communicate in consistent manner to trust Initiative teams about their budgets and spend

Prepare and present regular financial reports to internal stakeholders, including the CFO and Trustees, e.g., reporting compliance with trust provisions requiring certain financial metrics

Ensure timely and accurate reporting to beneficiaries and other relevant parties

Collaborate with legal, compliance, and investment teams to ensure holistic trust management

Ensure records of decisions include descriptions and coding that align correctly with Finance and Tax codes

Identify and implement enhancements to financial processes and systems

Ensure adherence to internal policies and gather best practices from peer organizations

Lead board reporting and presentation efforts

Support finance transformation and machine optimization initiatives

Qualification

Financial managementBudgetingFinancial reportingAnalytical skillsIntacctConcurExcelPower BIInterpersonal skillsAttention to detailTeam player

Required

Bachelor's degree in Finance, Accounting, or related field

5+ years of progressive experience in financial management

Strong analytical, organizational, and communication skills

Proven ability to manage cross-functional content or complex financial structures

Proficiency in financial software and reporting tools with experience creating bespoke reports (e.g., Excel, Power BI)

Preferred

Experience with financial systems such as Intacct, Concur, or similar ERP platforms

Familiarity with trust administration and beneficiary financial oversight

Prior role requiring high integrity and discretion in handling confidential information

Outstanding interpersonal skills that build relationships at all levels across an organization with the ability to influence, collaborate and build consensus

Strong focus and attention to detail; ability to hold colleagues accountable

Hands on profile; team player with a proactive mindset to anticipate challenges and design solutions