Family Office Operations Analyst

Posted Date 1 month ago(5/9/2024 9:38 AM)
Job ID
# of Openings
Job Location
Relocation Assistance
Service Line

Job Description

Dewberry is looking for an experienced Family Office Operations Analyst to work in a family office performing various financial and analytic processes for the owners of multiple businesses.


Dewberry is a leading, market-facing professional services firm with more than 50 locations and 2,000 professionals nationwide. What sets us apart from our competitors is our people. At Dewberry, we seek out exceptional talent and strive to deliver the highest quality of services to our clients. Whether you’re an experienced professional or a new graduate, you’ll have the chance to collaborate with the best and brightest and work on innovative and complex projects at the forefront of the industry. Our commitment to excellence stems from our personal integrity and from other defining attributes, which we call “Dewberry at Work,” that have inspired our employees to be successful for more than a half-century.


  • Perform and review detailed account transactions. Prepare special financial reports by collecting, analyzing and summarizing account information.
  • Monitor cash flow. Review, analyze and post daily cash transactions in Excel and Quicken software. Prepare various reports for cash flow analysis.
  • Prepare monthly invoices and coordinate payment processing and recording transactions.
  • Record and analyze all financial data for multiple real estate holdings.
  • Review General Ledger transactions.
  • Perform and review detailed account analysis/reconciliations to ensure appropriate accounting for transactions and account balances.
  • Work with third-party property manager to assist in oversight of warehouse and tenant leasing.
  • Assist with bookkeeping and recordkeeping for various investment and family entities and trusts.
  • Assist in monitoring and analysis of taxable income and cash flow.
  • Support Senior Financial Analyst by assisting in various administrative and financial duties.

Required Skills & Required Experience

  • Bachelor’s Degree in Accounting, Finance, or Business or equivalent experience.
  • 3+ years of relevant experience, particularly with real estate accounting and trusts.
  • CPA or CPA candidate preferred but not required.
  • Knowledge of accounting principles and procedures.
  • Must show initiative, self-motivation and attention to detail with the ability to manage multiple projects and tasks with competing priorities.
  • Ability to handle confidential information with tact and poise while operating with the highest level of conduct, integrity and confidentiality.
  • Excellent verbal and written communication skills.
  • Proficient in Microsoft Office, particularly with Excel and Word.
  • Ability to compose and present information in Excel, including writing complex formulas for analysis and presenting in professional format.
  • Attention to detail and accuracy.
  • Strong work ethic, task-oriented, reliable, with ability to work both independently and as part of a team.


*At this time, Dewberry will not sponsor a new applicant for work authorization.

*Dewberry is an Equal Opportunity/ Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, gender identity or sexual orientation.

*Only recipients of an offer of employment from Dewberry, will be required to submit to a background screening which may include, but is not limited to, employment verification, educational and other credential verification, driving record check, criminal background check, and an investigative consumer report. These screenings will be conducted by Dewberry’s background vendor of choice and will be conducted in compliance with all applicable federal, state, and local law.



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