Business Management Analyst

Octagon
McLean, VA
Category Accounting
Job Description
OFS helps athletes and entertainers manage their earnings, providing independent wealth management services. This position is a Business Management Analyst for a dynamic, independent wealth management family office. The role involves financial processing, account reconciliation, and assisting with project coordination.

Requirements

  • Process invoices, ACH/wire requests and bank transfers daily
  • Handle deposit of client income and scanning expenses daily
  • Reconcile client bank accounts monthly
  • Act as point of contact for multiple financial advisors and OFS team members on client questions
  • Process client reports on as needed basis
  • Assist in research and clearing of outstanding payables and receipts
  • Provide general administrative support for the OFS team
  • Coordinate special projects as needed
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