Trust Finance Analytics Manager

Betting Hero(1 month ago)

HybridFull TimeManager$150,000 - $175,000Finance

About this role

The Trust Finance & Analytics Manager at Dalio Family Office provides financial oversight for family trusts and beneficiaries, ensuring alignment with trust objectives and governance requirements. The role serves as a strategic liaison between Trust Administration and Corporate Accounting and supports reporting to trustees and senior leadership. The position contributes to financial planning and improvement initiatives to maintain the trusts' financial sustainability and governance.

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Required Skills

Beneficiary Management
Governance Design
Concur
Intacct
ERP Platforms
Budgeting
Forecasting
Cash Flow
Financial Reporting
Financial Analysis

+8 more

Qualifications

Bachelor’s degree in Finance, Accounting, or related field

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