Financial Operations Analyst

Systems Engineering Associates • Arlington, VA

2d • Onsite

About The Position

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:

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.

Requirements

• Bachelor's degree in Business with a focus on Finance or Data Analytics
• 1- 2 years of experience (inclusive of internships) in a busy office environment preferred.
• Data analysis, financial modeling, strong business acumen.
• Excellent ability to translate complex needs between business stakeholders.
• Organizing tasks, managing multiple priorities.
• Ability to handle diverse duties, from operational support to financial tasks.
• You are proficient in Microsoft Office Suite including Excel and Power BI with ability to learn and become proficient in Addepar.
• As a requirement of employment, all KapCo/SEACORP employees must hold U.S. Citizenship
• Clearance: Secret

Responsibilities

• Identifying inefficiencies, documenting workflows, and implementing better operational procedures, often using data analytics for insights.
• Processing invoices and preparing financial transactions for processing.
• Developing dashboards, tracking KPIs, and creating reports for leadership and the family.
• Working with family members, external advisors, and internal teams (investment, tech, operations).
• Assisting with bill payments, tax disbursements, and managing vendors relationships.
• Researching opportunities, analyzing financial data, due diligence, and monitoring portfolio performance across asset classes.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 251-500 employees