Job Summary:Â As a Financial Operations Analyst reportingto the CFO/COO of a single-family office (KapCo, the parent organization of SEACORP), your duties are wide-ranging acrossoperations, data management and analysis, accounting and finance. You will bridgefamily needs with operations, optimizing processes (like cash/bill pay), processinvoices, create financial reports, manage financial data and provideanalytical support to the office, with a focus on ensuring smooth technicaloperations supporting the family wealth goals.
Key Responsibilities include:
- Process Improvement: Identifying inefficiencies, documenting workflows, and implementing better operational procedures, often using data analytics for insights.
- Financial Support: Processing invoices and preparing financial transactions for processing.
- Reporting & Data Analysis: Developing dashboards, tracking KPIs, and creating reports for leadership and the family.
- Client/Stakeholder Liaison: Working with family members, external advisors, and internal teams (investment, tech, operations).
- Operational Tasks: Assisting with bill payments, tax disbursements, and managing vendors relationships.
- Investment Support: Researching opportunities, analyzing financial data, due diligence, and monitoring portfolio performance across asset classes.