Financial Reporting Analyst

Primary Responsibilities Business Management supporting CAO for Client Onboarding, Due Diligence Innovation & Strategy Organization within Wealth Management Operations Partner with Finance, Operations leads, and HR supporting Senior Leaders Strategic support for executive communicationsSkills Required Minimum 3 years experience supporting operations fluency in excel and ppt familiarity in financial forecasting, headcount and vendor management exhibit an ability to balance multiple, changing priorities in a dynamic and fast-moving work environment- support recurring and ad hoc reporting ability to take initiative and thrive in a collaborative, team environment