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Family Office Reporting Analyst

$100k - $130k

Blackbird Recruiting

Reporting Analyst

Brooklyn, NY

$100,000-$130,000

Our client is a well-established family office based in Brooklyn managing a sophisticated portfolio of trusts. They're looking for a sharp, hungry analyst to step into a high-visibility role - reporting directly to the Controller/CFO with regular interaction with upper management.

Responsibilities:

  • Own reporting and treasury management across multiple trusts
  • Prepare and deliver accurate financial reports for leadership on a recurring basis
  • Monitor cash positions, liquidity, and trust activity to support informed decision-making
  • Adapt quickly to a dynamic and evolving workload across multiple entities
  • Collaborate directly with the Controller/CFO and senior stakeholders on ad hoc analysis and projects
Qualifications:

Must Have
  • 2-3+ years of experience in a professional finance or accounting environment
  • Advanced Excel skills - this is non-negotiable
  • Strong attention to detail with the ability to meet tight deadlines
  • Excellent communication skills; you'll be in front of senior leadership regularly
  • Proven ability to juggle multiple priorities in a fast-paced setting
  • Quick learner who can hit the ground running with minimal hand-holding
Nice to Have
  • Exposure to trust accounting, family office operations, or wealth management
  • Experience with financial reporting software or ERP systems
  • Bachelor's degree in Finance, Accounting, or related field
Why Join
  • High-exposure role with direct access to executive leadership from day one
  • Lean, collaborative team where your work actually matters
  • Stable, private environment - no corporate bureaucracy
  • Strong comp for the right candidate at any experience level
Vacancy posted 3 days ago
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