Financial Budget Analyst

What skills are needed to be successful in this role?

• Strong verbal and written communication skills with the ability to articulate and succinctly summarize complex concepts
• Strong analytical and problem‑solving skills and willingness to learn
• Project management skills with exceptional attention to detail
• Able to handle a large volume and variety of projects in parallel
• Able to meet time sensitive deadlines
• Takes ownership of tasks and projects and follows through on obligations and promises without additional reminders
• Perform all job responsibilities in a timely manner with respect, fairness, consistency, and inclusion
• Flexible and adaptable to changing organizational needs for the position
• Constructively critical thinker
• Proactive and solutions‑oriented
• Proficient in Microsoft Office

• Fund accounting experience
• Experience working with large financial data sets to perform regular analyses including those related to treasury‑management, capital management

Preferred:
Bachelor’s degree and one year previous experience with investment operations and/or financial accounting, management accounting, bookkeeping, project, structured or leveraged finance and investments or similar.

O365, SharePoint, NEIS, Salesforce, Advent Geneva, Tableau