Financial Operations Analyst

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.