NewportBeachRecruiter Since 2001
the smart solution for Newport Beach jobs

Financial Analyst

Company: Jobot
Location: Newport Beach
Posted on: September 23, 2022

Job Description:

This Jobot Job is hosted by: Tim EverswickAre you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary: $100,000 - $120,000 per yearA bit about us:Multi-billion dollar family office investment firm based in Orange County.Why join us?Our long track record of success has been driven by our unique culture, which fosters transparency, collaboration and a disciplined investing approach. The Treasury Manager position will offer an opportunity to contribute to building a sophisticated treasury function working with a committed and collaborative team in a fast-paced environment.Job DetailsKey Responsibilities:

  • Financial Reporting and Performance measurement/analytics:a) Support Treasurer with lender/debt compliance reporting on a quarterly, semiannual,and annual basis.b) Update market values and fund activity in the accounting system for all Private Equity and Fund Investments.c) Prepare the Private Equity portfolio performance summary and review with the Treasurerand CFO monthly/quarterly.d) Maintain a Real Estate CPI tracking log, monitor for upcoming CPI increases and assist the Treasurer in calculating CPI adjustments.
    • Debt Management:a) Assist Treasurer with establishing new lines of credit and renewing existing lines of credit with various financial institutions.b) Prepare/Review interest calculations for intercompany loans and perform transactions as directed by the Treasurer.c) Work closely with legal dept to add/update/close intercompany loans / lines of credits as directed by Treasurer.d) Ensure timely updates to the debt covenant compliance tracker for loans and lines of credit and review with the Treasurer quarterly.e) Prepare weekly/monthly intercompany debt / external debt report.
      • Other:a) Maintain the insurance tracking log, monitor for upcoming insurance renewals, assist in the renewal process, and communicate status to Treasurer quarterly.b) Prepare and support ad-hoc reports and analytics for management and principals.Qualifications:
        • Bachelor's Degree required, accounting, finance, management or other relevant major preferred
        • Minimum of four years' experience in a finance position, preferably with a family office or multi partnership organization.
        • Strong knowledge of financial reporting.
        • Proficient with the Microsoft Office Suite, including strong Excel skills.
        • Strong analytical, problem-solving, and organizational skills
        • Keen eye for detail and ability to work independently
        • Ability to multi-task in a fast-paced environment with fluctuating priorities
        • Commitment to consistently meet strict deadlines
        • Excellent verbal, written and interpersonal communication skillsInterested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Keywords: Jobot, Newport Beach , Financial Analyst, Professions , Newport Beach, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Newport Beach RSS job feeds