Family Office Senior Analyst

LMC•New York, NY

6h•Hybrid

About The Position

LMC was founded in 2010 on the principle of delivering out-of-the-box, trusted, expert guidance. Great clients is one aspect, but it is our even greater staff that sets us apart. For us, it’s about creating a positive work environment that offers flexibility and growth. LMC seeks a Senior Analyst in our Family Office Division. The individual will drive excellence and accuracy to support the company in achieving its growth ambitions. LMC Advisors is an integrated and comprehensive financial and tax advisory company, primarily focused on servicing entrepreneurial business and their owners. We pride ourselves on providing white glove service to our clients and supporting them in achieving their dreams. We have BIG dreams and are looking for a team player and leader to drive this critical function.

Requirements

Bachelor’s Degree
Strong communication & organizational skills
Ability to research issues independently and timely to resolve client issues

Nice To Haves

Experience with QuickBooks and Microsoft Excel preferred

Responsibilities

Responsible for the execution of client engagements, providing white glove service to all clients
General accounting and business management
Oversee bookkeeping, payroll, bill paying and wire transfers for family office clients
Assist with ad hoc special finance projects
Work with client on budgeting, spending and investment monitoring
Assist in preparation of all aspects of client financial reporting in alignment with deliverables package including P&Ls, cashflow reports and projects
Communicate status of engagements to departments involved in providing additional services to client