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Financial Analyst

UpTalent
Surfside, FL Full Time
POSTED ON 3/9/2025
AVAILABLE BEFORE 4/12/2025

Job description

Job Title: Financial Analyst

Type: Full-Time, Onsite (No Remote Work)

About Us: We are a privately-owned family office with diverse investments spanning the United States and Latin America. Our team is dedicated to managing and growing our portfolio with a keen eye on both regions. SPANISH IS A MUST

Position Overview: We are seeking a motivated and detail-oriented Financial Analyst to join our team. The successful candidate will report directly to the Chief Financial Officer (CFO) and play a key role in analyzing financial data, preparing reports, and supporting investment decisions.

Key Responsibilities:

  • Analyze financial statements, investment proposals, and market trends.
  • Prepare financial reports, forecasts, and models.
  • Assist in the evaluation of potential investments and monitor existing portfolio performance.
  • Collaborate with the team to develop and implement investment strategies.
  • Support the CFO with ad-hoc financial analysis and presentations.

Qualifications:

  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • Strong analytical and quantitative skills.
  • Proficiency in English, Spanish, and basic Portuguese.
  • Exceptional attention to detail and organizational skills.
  • Ability to work independently and as part of a team.
  • Strong communication skills and the ability to present financial information clearly.
  • Willingness to learn and adapt in a dynamic environment.

Requirements:

  • Must be 100% onsite; no chance of remote work.
  • Proven experience in financial analysis or a related field is preferred but not mandatory for the right candidate.

Benefits:

  • Competitive salary and performance-based bonuses.
  • Opportunities for professional development and growth.
  • A collaborative and supportive team environment.

Job Type: Full-time

Pay: From $65,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Schedule:

  • 8 hour shift

Work Location: In person

Salary : $65,000

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