Financial Analysis Specialist for Family Offices
3 weeks ago
About Terracegate
Terracegate is a leading service provider to global family offices and wealth management firms. We specialize in delivering comprehensive accounting solutions, including complex private investments, bill payment, disbursements, tax support, litigation support, sophisticated security trading accounting, and accounting for family management company vehicles.
Job Overview
This is a full-time hybrid role for a Financial Analysis Specialist at Terracegate. The successful candidate will be responsible for conducting in-depth financial analysis, generating detailed reports, and providing actionable insights to high net worth family offices.
Key Responsibilities
- Conduct thorough financial analysis and generate insightful reports
- Develop and maintain strong relationships with clients
- Collaborate with cross-functional teams to ensure timely project delivery
- Stay up-to-date with industry trends and developments
- Prioritize tasks effectively to meet deadlines
Requirements
- Certified Public Accountant (CPA) or Chartered Accountant (CA)
- Advanced degree in Accounting, Finance, or Business Administration
- Excellent analytical and problem-solving skills
- Strong Excel skills and proficiency in accounting tools
- Bachelor's degree in a related field
Salary Range: $80,000 - $110,000 per annum, depending on experience.
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