Financial Analyst

Company Overview:

Founded in 1988, Doliver Advisors is a registered investment advisor and boutique multi-family office. We have been managing client wealth for over 35 years for high-net-worth individuals, trusts, IRAs, estates, partnerships, foundations, 401ks, and beyond. Built on a commitment to wealth preservation and long-term growth, Doliver manages approximately $565 million in assets for approximately 250 clients.

Position Overview:

We are looking for a proactive and detail-oriented Financial Analyst to support our finance team in various analytical and reporting tasks. The ideal candidate will have a strong foundation in financial analysis, a keen eye for detail, and the ability to thrive in a dynamic and collaborative environment.

Key Responsibilities:

• Conduct financial analysis, including variance analysis, budgeting, and forecasting.
• Prepare and interpret financial reports for internal and external stakeholders.
• Assist in the evaluation of investment opportunities and financial modeling.
• Collaborate with other departments to gather data and insights for analysis.
• Monitor industry trends and market conditions to inform decision-making.
• Contribute to the improvement of financial processes and reporting efficiency.

Knowledge, Skills, and Abilities:

• Strong proficiency in financial modeling and Microsoft Excel.
• Knowledge of financial principles, investment analysis, and reporting.
• Excellent analytical and problem-solving skills.
• Ability to communicate complex financial information effectively.

Experience & Education:

• Bachelor's degree in Finance, Accounting, Economics, or related field.

How to Apply:

Interested candidates are invited to submit their resume and cover letter to info@doliveradvisors.com. Please include "Accountant Application - Houston" in the subject line. Applications will be accepted until May 31, 2024.

Doliver Advisors, L.P. is an equal opportunity employer. We encourage candidates from all backgrounds to apply.

Job Type: Full-time

Pay: From $60,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Experience:

• Financial analysis: 1 year (Preferred)
• Microsoft Excel: 1 year (Preferred)

Ability to Commute:

• Houston, TX 77057 (Required)

Ability to Relocate:

• Houston, TX 77057: Relocate before starting work (Required)

Work Location: In person