Job Description
Description We are looking for a Financial Analyst to join a boutique wealth management and family office firm in Chapel Hill, North Carolina. This contract opportunity is ideal for someone who is detail-oriented and enjoys working behind the scenes to strengthen financial accuracy, reconcile complex data, and support sophisticated reporting needs. The role works across finance, accounting, and operations in a highly analytical environment that manages intricate financial activity for a select client base.
Responsibilities:
• Perform detailed cash and balance reconciliations across accounts to confirm the completeness and accuracy of financial records.
• Review portfolio holdings, asset valuations, and investment results to ensure reporting aligns with supporting data.
• Investigate and resolve discrepancies within financial statements, balance sheets, and other internal reports.
• Partner with finance, accounting, and operations teams to maintain reliable reportin...
Responsibilities:
• Perform detailed cash and balance reconciliations across accounts to confirm the completeness and accuracy of financial records.
• Review portfolio holdings, asset valuations, and investment results to ensure reporting aligns with supporting data.
• Investigate and resolve discrepancies within financial statements, balance sheets, and other internal reports.
• Partner with finance, accounting, and operations teams to maintain reliable reportin...