Financial Operations Analyst

Financial Operations Analyst

SEACORP is seeking a well-qualified Financial Operations Analyst. Primary duties and responsibilities include:

Job Summary: As a Financial Operations Analyst reporting to the CFO/COO of a single-family office (KapCo, the parent organization of SEACORP), your duties are wide-ranging across operations, data management and analysis, accounting and finance. You will bridge family needs with operations, optimizing processes (like cash/bill pay), process invoices, create financial reports, manage financial data and provide analytical support to the office, with a focus on ensuring smooth technical operations 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.

Qualifications:

Education: Bachelor's degree in Business with a focus on Finance or Data Analytics

Experience: 1-2 years of experience (inclusive of internships) in a busy office environment preferred.

Ideal skills and experience:

• Analytical & Technical: Data analysis, financial modeling, strong business acumen.
• Communication: Excellent ability to translate complex needs between business stakeholders.
• Project Management: Organizing tasks, managing multiple priorities.
• Versatility: Ability to handle diverse duties, from operational support to financial tasks.
• Tech-savvy: You are proficient in Microsoft Office Suite including Excel and Power BI with ability to learn and become proficient in Addepar.

As a requirement of employment, all KapCo/SEACORP employees must hold U.S. Citizenship

Location: Arlington, VA

Travel: None

Clearance: Secret

Work Environment & Physical Demands: Office & Computer Laboratories - Sitting, standing, extended periods of time using a mouse and keyboard and viewing computer screens. Infrequent lifting of <40lbs. Movement between points within the same office or between buildings. Work is performed in generally consistent environmental conditions with some seasonality for temperature differences and lighting.

Successful candidates will enjoy competitive wages and a very rich benefit program, including:

• Work will primarily in-office, with 1-2 day flexibility per week working from home
• Convenient, Metro accessible Arlington, VA location (Rosslyn Metro Station)
• Small single-family office
• Health Insurance (100% paid for employee)
• 8 paid Holidays/3 weeks PTO
• 401(k) Plan with generous employer contributions
• Opportunities for professional growth, learning, and development

KapCo/SEACORP is a proud Equal Opportunity Employer and complies with all applicable federal, state and local fair employment practices laws. KapCo/SEACORP strictly prohibits and does not tolerate discrimination against employees, applicants or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), age, sexual orientation, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, genetic information, or any other characteristic protected under applicable federal, state or local law.