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Financial Operations Analyst

Robert Walters
Full-time
Remote friendly (Greater Toronto Area, Canada ·)
Worldwide
$75,000 - $90,000 USD yearly

Join a prestigious private family office as a Financial Operations Analyst. This hybrid role offers exposure to complex financial tasks, high-profile clients, and a fast-paced, high-trust environment. Ideal for detail-oriented professionals who thrive under pressure and value ownership.

We have recently partnered with a prestigious private family office is seeking a highly organized, operationally driven Financial Operations Analyst to join their growing team. This is a rare opportunity to work closely with ultra-high-net-worth families on complex financial matters in a fast-paced, high-stakes environment.

What You'll Do:

  • Manage and process expense reporting across 30+ bank accounts
  • Coordinate payments, including capital calls, taxes, and personal expenses
  • Monitor cash positions and assist with foreign exchange (FX) tracking
  • Support investment administration and ensure documentation accuracy
  • Liaise with third-party advisors, accountants, and estate managers
  • Identify opportunities to improve efficiency and automate processes

What We're Looking For:

  • 3+ years in a financial operations, accounting, or bookkeeping role
  • Strong command of QuickBooks and high-volume transaction environments
  • Resourceful, poised, and capable of navigating ambiguous, ad hoc requests
  • Excellent communication skills and ability to manage external stakeholders
  • Self-starter with exceptional attention to detail and follow-through
  • Experience in a single or multi-family office environment is considered an asset

Why This Role:

  • Join a high-performing team that handles unique, dynamic situations daily (e.g., large-scale asset purchases, family governance, complex reconciliations)
  • Flat structure, no micromanagement - you'll own your work and be trusted to deliver
  • Exposure to a wide range of financial and investment operations in a confidential, high-touch environment

If you're passionate about operations and accounting, thrive under pressure, and are excited by the opportunity to support one of Canada's most sophisticated private wealth teams - we'd love to hear from you. Please apply below or send me your resume to andres.nino@robertwalters.com to shedule a confidential discussion.