Financial Analyst

Company OverviewMelroc Group is a Rochester, New York-based family office where the entrepreneurial spirit continues to drive us to be better and achieve more. Our investment focus is on mid-market businesses and commercial real estate development. With a value-additive, owner's mentality approach, we work alongside management teams to accelerate growth through innovation, improved processes, and human capital development. Our culture is fast-paced, collaborative, and passionate about achieving successful outcomes.Purpose of the PositionAs an integral part of our organization, you will have the opportunity to work closely with top executives and gain exposure to the strategic and operational aspects of the family office and the businesses we are invested in. This role is designed for a proactive individual who thrives in a dynamic environment and is eager to contribute to the family office's success.The Financial Analyst will assist with the accurate and timely preparation of monthly financial statements, reconciliations, and journal entries for the family office. Under the direction of the CFO, this role will also provide finance and accounting support to other global entities. A strong candidate for this position should demonstrate the ability to independently review and analyze financial data to make recommendations, identify discrepancies, and maximize efficiencies.Key ResponsibilitiesGeneral accounting and finance functions for the family office, several commercial real estate entities, and one of our portfolio companies, including, but not limited to: (i) Processing daily journal entries, assisting with A/R and A/P, tracking expense trends; (ii) Completing monthly credit card reconciliations, regularly reviewing and reconciling bank statements, and maintaining sensitive financial documents; and (iii) Assisting with the month- and year-end closing process and working with our external CPA firm.Extensive use of Excel to analyze and interpret financial and operational data to generate actionable insights and reports for executive management teams.Understand and maintain confidentiality relating to all business activities, especially the family office's personal and financial details.Demonstrate the ability to think creatively and develop innovative solutions to complex financial and business challenges.Provide timely professional responses to colleagues, advisors, and portfolio companies regarding both regular and ad-hoc inquiries.Work as a team and not be afraid to ask questions or seek additional assistance when a question arises that you are unsure about.Follow best practices for company procedures and ensure compliant record keeping.Confidentiality is paramount. Any breach of trust will be regarded seriously and addressed appropriately by senior management. All employees of Melroc Group are required to sign a confidentiality agreement.Skills & RequirementsBachelor's degree in Accounting, Finance, Economics, or a related field.1 to 3 years of professional experience in accounting, banking, or financial services is preferred but not required.Proficiency in data visualization and accounting software (e.g., Excel, PowerPoint, accounting software such as QuickBooks).Strong analytical and problem-solving skills.Excellent written and verbal communication skills.Strong attention to detail and high level of accuracy.Ability to manage multiple tasks and meet deadlines in a fast-paced environment.Professional personal presentation.Honest, trustworthy, and able to strictly maintain sensitive, confidential information.What We OfferMedical, dental, and vision health plans with generous employer contributions.Supplemented health savings account (HSA).Vacation, PTO, and 10 paid holidays per year.Opportunity for advancement based on performance, personal growth, and cultural fit.Work with a team-oriented culture that supports continuing education and career growth.Strong support for volunteer, community, and industry involvement.

Created: 2025-02-26