Finance Business Analyst

Finance Business Analyst

Dalio Family Office

Dalio Family Office Overview:

The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures, investments, and philanthropic efforts under Dalio Philanthropies, which includes OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The core of the DFO’s culture is built around meaningful work and meaningful relationships and the family’s commitment to giving back. The office is headquartered in Westport, CT with regional offices in New York City, Singapore, and Abu Dhabi.

Position Summary:

The Finance Business Analyst is a versatile, detail‑oriented professional who supports the Finance team across a wide range of operational and analytical activities. This role blends project management, transaction processing support, financial analysis, and cross‑functional collaboration. The ideal candidate is resourceful, highly organized, and comfortable navigating shifting priorities in a fast‑paced environment.

Day-to-day responsibilities would include a combination of the following:

• Support finance-related projects, including system enhancements, process redesign, automation initiatives, or operational improvement efforts.
• Build project plans, track milestones, coordinate with stakeholders, and ensure timely delivery of tasks.
• Document processes and help design new workflows to improve efficiency and accuracy.
• Prepare clear, timely project status updates and communications for leadership and stakeholders.
• Support transactional activities, such as reconciliations, data validation, expense validations, purchase order creation or financial data entry.
• Perform quality reviews on financial processes or deliverables and implement improvements as needed.
• Support leadership with research, data gathering, and preparation of presentations.
• Respond to internal customer inquiries, ensuring high-quality service to non-finance partners across the organization.
• Prepare dashboards, KPI reports, and management summaries to support leadership visibility.
• Support the Finance team with operational and analytical tasks as needed to meet departmental goals.

 

The ideal candidate will possess the following knowledge, skills, attributes, and values:

• At least 1 year of project management, operational process management, and/or experience executing financial transformation initiatives.
• Ability to manage multiple projects, prioritize, and deliver high‐quality work in a fast-paced environment where excellence is expected.
• Possess strong integrity, transparency, and honesty.
• Ability to handle confidential matters in a discrete way.
• Strong written and oral communication skills
• Demonstrated track record of clear, proactive stakeholder and expectation management.
• High ownership and drive to achieve excellence.

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) preferred.

• Familiar with project management and other productivity tools a plus

Illustrative Benefits:    

• 100% company paid medical premiums
• 17 company paid holidays
• Friday summer hours
• Monthly community happy hours
• Hybrid work environment
• Free catered food services for in-office days
• Generous PTO offering 
• Casual dress code
• 150% 401(k) match up to $7,500 and 100% match above $7,500 ($15k match limit)
• Gym reimbursement, back up childcare services, insurance, financial, and legal services, and much more!

Qualifications:

• A bachelor's degree in Finance, Accounting, Business Administration, or related field.
• Hands-on experience with a CRM or project management tool

 

Compensation:

Compensation for the role includes a competitive salary in the range from $65,000 -$75,000 (inclusive of a merit-based bonus, dependent on years of experience, level of education obtained, as well as applicable skillset) and an excellent benefits package, including a comprehensive employer paid medical plan and generous employer match for 401k. 

Please note we are unable to provide immigration sponsorship for this position.

 

At the DFO, we believe our biggest asset is our people. We are proud to be an equal opportunity employer, hiring and developing individuals from diverse backgrounds and experiences to add to our collaborative culture. The DFO treats all candidates and employees with respect and does not discriminate in our recruiting, hiring, and promoting processes and general treatment during employment, including on the basis of actual or perceived race, creed, color, religion, sex, age, sexual orientation, gender identity and/or expression, alienage or national origin, ancestry, citizenship status, marital status, veteran status, or disability.