CTMK Network · 11 hours ago
Finance & Tax Analyst
Nashville, TN
Full-time
Onsite
Entry Level
$90K/yr - $90K/yr
1+ years expCTMK Network is a rapidly growing boutique Wealth Management firm headquartered in Nashville, TN, seeking a motivated Finance & Tax Analyst to support portfolio analytics, client reporting, and investment/financial planning initiatives. This role offers a high-visibility opportunity to join a collaborative team and build wealth management expertise while contributing to the firm's growth.
Staffing & Recruiting
Hiring Manager
Gene McAllister
Responsibilities
Prepare and maintain client performance reporting, portfolio summaries, and investment analytics, especially as it pertains to client tax needs
Support asset allocation and portfolio monitoring (drift analysis, rebalancing support, cash management)
Assist with financial planning analysis (retirement projections, cash flow, net worth tracking, scenario modeling)
Build and enhance Excel-based models for forecasting, benchmarking, and investment analysis
Partner with advisors to deliver client-ready materials for meetings and ongoing communication
Help ensure accuracy and data integrity across reporting tools, custodial platforms, and internal systems
Support ad hoc analysis tied to market updates, investment recommendations, and operational improvements
Qualification
Required
Open to Accounting or Finance professionals interested in building a career in Wealth Management
1–3 years of experience (ideal for a strong 2nd-year professional in accounting/finance/analysis)
Strong Excel skills (pivot tables, lookups, formulas; modeling a plus)
Comfort working with financial data, reconciling reports, and spotting variances/inconsistencies
Solid understanding of financial statements and core finance/accounting concepts
Detail-oriented, organized, and able to manage multiple priorities in a fast-moving environment
Strong communication skills—able to translate analysis into clean, client-friendly outputs
Benefits
Full suite of benefits (medical, dental, vision, etc.)
Performance-based bonus opportunity
Company
CTMK Network
Network Referral Group: Let us be your agent into your next career move or hire.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
CT MK
Partner
Mike Geffken
Founder - 615.712.4670 | mg@ctmknetwork.com
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