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Executive Financial Analyst

Indeed

Company

Job typeFull-time
Workplace typeOnsite
Experience level1 to 2 years
Education levelNo degree limit

Description

**Job Mission** Perform operational and administrative financial management of personal, family, and business accounts linked to a private group, ensuring payment organization, financial commitment control, cash provisioning, recordkeeping, documentary verification, and decision-making support with a high degree of confidentiality, precision, and reliability. **Core Objective** Ensure organization, predictability, and security in personal and asset-related financial routines, reducing rework, communication noise, missed deadlines, and risks arising from informal requests or multiple demand sources. **Key Responsibilities** Control and organize personal, family, and business payable accounts and financial commitments. Monitor inflows, outflows, withdrawals, due dates, balances, and cash requirements. Develop weekly and monthly financial forecasts, highlighting cash needs, risks, and payment priorities. Verify documents, contracts, requests, and information prior to payment execution. Record financial authorizations and decisions in an organized and traceable manner. Execute or prepare payments according to the defined approval workflow. Follow up on requests with accounting departments, banks, suppliers, service providers, and internal departments. Organize receipts, financial documents, contracts, invoices, vouchers, and other required records. Support the financial organization of various business units, where applicable. Maintain absolute confidentiality regarding personal, family, asset-related, and business information. Flag inconsistencies, urgencies, missing information, or risks before executing requests. **Mandatory Requirements** Prior experience in financial routines, accounts payable, cash control, reconciliation, or payment management. Ability to simultaneously manage multiple accounts, requests, and due dates. Intermediate or advanced Excel proficiency. Strong documentation recording, verification, and control skills. Discreet, trustworthy, and highly confidential profile. Objective communication and professional demeanor. Ability to handle sensitive requests and confidential information. Organizational skills, attention to detail, and sense of priority. Availability for on-site work. **Desirable Requirements** Prior experience in personal finance, executive finance, family offices, family-owned businesses, holding companies, asset management, or direct support to partners/directors. Experience managing multiple companies, multiple bank accounts, or corporate-family structures. Experience interfacing with accounting departments, banks, suppliers, and service providers. Basic knowledge of contracts, financial documentation, invoices, and reconciliation. **Experience in high-volume environments requiring strict confidentiality.**

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Posted by

João Silva

Indeed · HR

Location

João Silva

Indeed · HR

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