Frederick Fox

Finance / Accounting AnalystPosition OverviewThe Finance / Accounting Analyst supports financial reporting, cash flow forecasting, investment analysis, and financial planning for high-net-worth clients and family office operations. This role works closely with senior leadership and external financial professionals to consolidate complex financial information, develop actionable insights, and support informed financial and investment decisions.Key Responsibilities<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Financial Reporting: Prepare consolidated financial reports across entities, trusts, investment accounts, and private holdings, ensuring accuracy and clarity.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Cash Flow &amp; Liquidity Analysis: Develop cash flow forecasts, monitor liquidity needs, and track capital calls, distributions, and investment activity.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Investment Analysis: Research and evaluate private investment opportunities, build financial models, and prepare investment summaries and supporting analyses.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Portfolio Monitoring: Track private investments, valuations, tax documents, and ongoing financial performance.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Financial Coordination: Collaborate with external accountants, attorneys, trustees, wealth managers, and other advisors to coordinate financial information and deliverables.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Client Meeting Support: Prepare presentations, reports, meeting agendas, and action-item trackers for client and leadership meetings.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Risk &amp; Insurance Analysis: Support insurance reviews and compare existing coverage with recommended options.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Special Projects: Conduct ad hoc financial analysis, maintain organized client records, and support strategic initiatives as needed.</li>
</ul>Qualifications<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Bachelor's degree in Finance, Accounting, Economics, or a related field.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Solid understanding of financial statements, investments, valuation, and basic tax concepts.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong Excel and PowerPoint skills; financial modeling experience preferred.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Excellent analytical, organizational, and problem-solving skills.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong written and verbal communication skills, with the ability to explain complex financial information clearly.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">High attention to detail and the ability to manage multiple priorities.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Demonstrated discretion when handling confidential financial and client information.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Proactive, adaptable, and eager to learn in a collaborative, fast-paced environment.</li>
</ul>Preferred Qualifications<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Exposure to wealth management, family offices, public accounting, private banking, registered investment advisory firms, or investment banking.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Interest in pursuing the CFP®, CFA®, or CPA designation.</li>
</ul>

Finance / Accounting Analyst

Position Overview

The Finance / Accounting Analyst supports financial reporting,
cash flow forecasting, investment analysis, and financial
planning for high-net-worth clients and family office operations.
This role works closely with senior leadership and external
financial professionals to consolidate complex financial
information, develop actionable insights, and support informed
financial and investment decisions.

Key Responsibilities

* Financial Reporting: Prepare consolidated financial reports
across entities, trusts, investment accounts, and private
holdings, ensuring accuracy and clarity.
* Cash Flow & Liquidity Analysis: Develop cash flow forecasts,
monitor liquidity needs, and track capital calls, distributions,
and investment activity.
* Investment Analysis: Research and evaluate private investment
opportunities, build financial models, and prepare investment
summaries and supporting analyses.
* Portfolio Monitoring: Track private investments, valuations,
tax documents, and ongoing financial performance.
* Financial Coordination: Collaborate with external accountants,
attorneys, trustees, wealth managers, and other advisors to
coordinate financial information and deliverables.
* Client Meeting Support: Prepare presentations, reports, meeting
agendas, and action-item trackers for client and leadership
meetings.
* Risk & Insurance Analysis: Support insurance reviews and
compare existing coverage with recommended options.
* Special Projects: Conduct ad hoc financial analysis, maintain
organized client records, and support strategic initiatives as
needed.
Qualifications

* Bachelor's degree in Finance, Accounting, Economics, or a
related field.
* Solid understanding of financial statements, investments,
valuation, and basic tax concepts.
* Strong Excel and PowerPoint skills; financial modeling
experience preferred.
* Excellent analytical, organizational, and problem-solving
skills.
* Strong written and verbal communication skills, with the
ability to explain complex financial information clearly.
* High attention to detail and the ability to manage multiple
priorities.
* Demonstrated discretion when handling confidential financial
and client information.
* Proactive, adaptable, and eager to learn in a collaborative,
fast-paced environment.
Preferred Qualifications

* Exposure to wealth management, family offices, public
accounting, private banking, registered investment advisory
firms, or investment banking.
* Interest in pursuing the CFP®, CFA®, or CPA designation.

Finance/Accounting Analyst

About the role

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