Finance Associate - 964

Our Client, a family office in the investment management business based in the Baltimore area is looking for a finance associate. This position will help with the accounting and reporting of the company’s investment and family office activities, reporting directly to the Controller.

Responsibilities:

• Investment and portfolio monitoring (board meetings, quarterly letters, statements, etc.).
• Data aggregation, analytics, and performance reporting.
• Financial planning, analysis, and modeling.
• Investment database management (deal docs, third party correspondence, etc.).
• General accounting function involvement (month-end close, account reconciliations, quarterly valuations).
• Audit and tax filing assistance (prepared by third party firms).
• Ad hoc research, accounting and finance projects and analysis.

Requirements:

• 3-4 years of experience in financial analysis or related field (audit, tax, transaction advisory, FP&A).
• CPA preferred.
• Familiarity with alternative investments and/or family office preferred.
• Proficiency in Word, Excel, and PowerPoint.
• Team player, self-motivated, and entrepreneurial.
• Ability to compile, organize, and synthesize large amounts of financial data for both historical analysis and forecasting purposes.
• Strong written and verbal communication skills.
• Community-minded (we are focused on making Baltimore a great city).

ABOUT BGS CONSULTING:

BGS Consulting is a professional services firm, located in Tysons Corner, VA, delivering finance and accounting resources with deep operational experience to fill the direct hire and project-based needs of our clients.