Finance Business Analyst
Dalio Family Office is a family office supporting the philanthropic and investment efforts of Barbara and Ray Dalio. The Finance Business Analyst role involves supporting the Finance team with operational and analytical activities, project management, and financial analysis.
Responsibilities
- Support finance-related projects, including system enhancements, process redesign, automation initiatives, or 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
Skills
- A bachelor's degree in Finance, Accounting, Business Administration, or 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
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) preferred
- Familiar with project management and other productivity tools a plus
- Hands-on experience with a CRM or project management tool
Benefits
- 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, and much more!
Company Overview