Financial Operations Analyst (Local Candidates Only) jobs in United States
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SolomonEdwards · 1 day ago

Financial Operations Analyst (Local Candidates Only)

SolomonEdwards is a full-service professional services firm offering financial, operational, and technology consulting and operations support. They are seeking a Financial Operations Analyst to support high-net-worth clients in an operational finance capacity, providing hands-on experience in a collaborative culture.

AccountingConsultingProfessional Services
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Growth Opportunities
Hiring Manager
Franca Felcher, CTS
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Responsibilities

Support investment account servicing and daily financial operations
Maintain strong relationships with internal and external stakeholders
Manage high-net-worth client requests with professionalism and accuracy
Identify and escalate processing issues as needed
Ensure compliance with firm policies and regulatory requirements
Adapt quickly to new systems, tools, and workflow processes
Maintain meticulous attention to detail in all documentation and reporting

Qualification

Financial OperationsClient Service OrientationMicrosoft Office SuiteAttention to DetailWritten CommunicationVerbal CommunicationProblem SolvingOrganizational SkillsAdaptability

Required

Bachelor's degree in Finance, Business, Accounting, Economics, or Mathematics
Strong customer service mindset and organizational skills
Excellent written and verbal communication skills
High attention to detail and accuracy under pressure
Proficiency with Microsoft Office Suite
Strong problem-solving and client-service orientation
Quick learner with adaptability to new systems and processes

Preferred

Internship, co-op, or relevant professional experience preferred

Benefits

Health insurance
Sick leave
401(k)

Company

SolomonEdwards

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SolomonEdwards is a business consulting firm that offers financial, operational, and technology consulting services and operations support.

Funding

Current Stage
Late Stage
Total Funding
$3.2M
2005-01-20Series Unknown· $3.2M

Leadership Team

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John Gulnac
Chief Executive Officer
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Company data provided by crunchbase