What are the responsibilities and job description for the Financial Operations Analyst position at SEACORP?
SEACORP is seeking a well-qualified Financial Operations Analyst.
Primary Duties and Responsibilities:
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:
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:
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:
Benefits/Culture:
Primary Duties and Responsibilities:
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.
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.
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:
Benefits/Culture:
- 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