Financial Analyst | Birmingham, Michigan

Reference Number: HRJ6957
Location: Birmingham, Michigan

Judson Group has been retained by a growing RIA in the search for a Financial Analyst. The Financial Analyst will be part of the accounting team with responsibilities for fund administration, financial planning and analysis, insurance, and other functions of the firm. Candidates must have financial analysis experience within a wealth management or asset management firm.

Responsibilities:

  • Supervise external Fund Administrator, including financial statements and transactions
  • Review quarterly financial statements and fund expenses
  • Lead financial planning and analysis tasks including forecasting, performance reporting and recommendations
  • Prepare internal reports, financial models and forecasts, and perform variance analysis
  • Maintain a detailed rolling cash projection schedule
  • Manage the firm’s insurance program including relationships with brokers and carriers
  • Determine adequate insurance coverage and negotiate policy renewals

Requirements:

  • Bachelor’s degree required; advanced degree and/or CPA preferred
  • 5+ years’ experience in fund accounting/financial planning
  • Familiarity with asset management and/or insurance required
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously

Compensation:
Competitive compensation and benefits package

Location:
Birmingham, Michigan

Reference Number: HRJ6957

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