Finance Associate

Bessemer Trust•Woodbridge Township, NJ

9d•$85,000 - $115,000•Hybrid

About The Position

Bessemer Trust is seeking a highly analytical and detail-oriented Associate to support Net New Business reporting and analysis with the Finance organization. This role presents a significant opportunity to contribute meaningfully to the continued growth and development of the revenue reporting and analysis function at Bessemer Trust. This function is responsible for measuring, analyzing, reporting and communicating clear insights on key organic fee revenue drivers, including net asset flows, fee revenue implications, and client trends. The ideal candidate will bring strong financial modeling, analytical and communication skills, with a focus on net asset flows, fee revenue, client relationships, and related revenue metrics. Responsibilities will also include supporting annual and long-term financial planning, preparing board and executive-level materials, and delivering insightful reporting and analysis to senior leadership on organic growth. In this position, the Associate will provide critical insights into organic growth trends, develop and maintain financial reports and models, support strategic planning processes, and contribute to high-quality materials for board presentations and executive leadership reviews.

Requirements

Bachelor's degree, with concentrations in Finance and/or Accounting.
3 - 5 years of relevant experience.
Exceptional communication, presentation, and interpersonal skills, with the ability to build relationships across departments.
Ability to manage multiple priorities, key initiatives and deadlines with excellent attention to detail.
Intellectual curiosity and interest in wealth management, private banking, client growth, and business strategy.

Nice To Haves

Preferred experience in financial planning and analysis, fee analysis, and/or assets & flows analysis at a financial institution, private equity/venture capital firm, private bank or family office.
Experience with ERP systems and financial planning software is preferred (e.g., Oracle, OneStream, Hyperion, Anaplan, SAP, or similar).
Advanced proficiency in Microsoft Excel, including extensive experience with financial modeling, pivot tables, VLOOKUP, INDEX/MATCH, and VBA.
Experience developing or modifying PL/SQL queries preferred
Experience with 5-year financial planning or long-term financial forecasting is a plus.
Experience with dashboarding/visualization tools (Power BI or Tableau) is a plus.

Responsibilities

Track, analyze, and report on net new asset flows, net new clients, and related revenue metrics across multiple dimensions (advisor, office/location, asset class, client size, etc.).
Develop and maintain ad hoc and recurring reports to monitor organic growth versus targets.
Analyze pipeline activity, conversion rates, client trends, and net asset flows to identify drivers of growth and areas of opportunity.
Support forecasting and planning efforts related to net asset flows, organic fee revenue growth, and business development and client initiatives.
Assist in building business cases and analytical frameworks for growth initiatives, such as advisor hiring, market expansion, or product offerings.
Perform ad hoc analyses to support senior management, relationship managers, and business leaders.
Partner with client relationship managers (Client Advisors) and business development officers (Wealth Advisors), senior leadership and the broader Finance organization to ensure consistent data, definitions, and reporting.
Support preparation of materials for management meetings, leadership reviews, and board-level reporting.
Help improve processes, data quality, and reporting efficiency related to net new business tracking and analytics.
Ensure accuracy, consistency, and integrity of net new business data across systems.
Identify opportunities to automate reporting, enhance analytical tools, and streamline workflows.
Contribute to documentation of methodologies, assumptions, and best practices.

Benefits

Eligible employees may participate in a 401 (K) program with a company profit sharing contribution, medical, dental, vision, life insurance and disability covering and paid holidays, vacation, and sick days.
Competitive base salary plus discretionary annual bonus for select positions
A 401(k) plan with a generous annual profit-sharing contribution
Personalized development and career opportunities, including tuition reimbursement support
Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
Employee assistance (EAP) and wellness programs
Hybrid work environment: 60% in office, 40% remote for most positions
Paid time off and paid parental leave
Employer-paid life insurance and short- and long-term disability coverage
Legal services and financial wellness plans at no cost to employees