Dalio Family Office is hiring a Finance Business Analyst to join our Finance team. This versatile role supports a wide range of operational and analytical activities, blending project management, transaction processing, and cross-functional collaboration to drive efficiency and accuracy.
What You'll Do
- Support finance-related projects, including system enhancements, process redesign, automation initiatives, and operational improvement efforts.
- Build project plans, track milestones, coordinate with stakeholders, and ensure timely delivery of tasks.
- Document processes and help design new workflows to improve efficiency and accuracy.
- Prepare clear, timely project status updates and communications for leadership and stakeholders.
- Support transactional activities, such as reconciliations, data validation, expense validations, purchase order creation, or financial data entry.
- Perform quality reviews on financial processes or deliverables and implement improvements as needed.
- Support leadership with research, data gathering, and preparation of presentations.
- Respond to internal customer inquiries, ensuring high-quality service to non-finance partners across the organization.
- Prepare dashboards, KPI reports, and management summaries to support leadership visibility.
- Support the Finance team with operational and analytical tasks as needed to meet departmental goals.
What We're Looking For
- A bachelor's degree in Finance, Accounting, Business Administration, or a related field.
- At least 1 year of project management, operational process management, and/or experience executing financial transformation initiatives.
- Ability to manage multiple projects, prioritize, and deliver high-quality work in a fast-paced environment where excellence is expected.
- Possess strong integrity, transparency, and honesty.
- Ability to handle confidential matters in a discrete way.
- Strong written and oral communication skills.
- Demonstrated track record of clear, proactive stakeholder and expectation management.
- High ownership and drive to achieve excellence.
- Hands-on experience with a CRM or project management tool.
Nice to Have
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Familiarity with project management and other productivity tools.
Benefits & Compensation
- 100% company paid medical premiums
- 17 company paid holidays
- Friday summer hours
- Monthly community happy hours
- Hybrid work environment
- Free catered food services for in-office days
- Generous PTO offering
- Casual dress code
- 150% 401(k) match up to $7,500 and 100% match above $7,500 ($15k match limit)
- Gym reimbursement, back up childcare services, insurance, financial, and legal services
- Compensation: $65,000 - $75,000 (inclusive of a merit-based bonus)
Work Mode
This is a hybrid position open to candidates in Westport, CT; New York City; Singapore; and Abu Dhabi.
At the DFO, we believe our biggest asset is our people. We are proud to be an equal opportunity employer, hiring and developing individuals from diverse backgrounds and experiences to add to our collaborative culture. The DFO treats all candidates and employees with respect and does not discriminate in our recruiting, hiring, and promoting processes and general treatment during employment.
