Geller Advisors - Operations Analyst

Geller Advisors LLC is a SEC registered investment adviser providing financial services to individuals and families of significant wealth, non-profit foundations, and operating businesses. Geller & Company is the ultimate parent of Geller Advisors.

Geller Advisors provides the following services to our clients: Investment Management, Strategic Financial Planning, Tax Services, CFO Services and Cyber Services, as well as bespoke financial and business advisory services.

Operations Analyst

The Operations Analyst will be responsible for providing analytical and project management support in two strategic areas: 1) internal initiatives for the MFO Leadership team and 2) internal/external initiatives for the Chief Client Officer (CCO). This role will report to and work in collaboration with the Chief of Staff (CoS) across these strategic areas to assist them in prioritizing and driving strategic initiatives focused on revenue growth, profitability, and operational effectiveness. A successful candidate should possess excellent research, analytical, business case development, and client relationship skills.

Your Impact

MFO Leadership Internal Initiatives (50% of time)

• Preparing research and analysis to support financial analysis and management of the business including the annual budget process, annual business plans, P&L management, measuring progress against financial targets, client profitability analyses, metrics and benchmarking development, and other strategic initiatives
• Prepare ad hoc analyses and reports on behalf of the MFO Leadership for the Management Committee and/or Founder
• Coordinate with the CoS, Client Operations and Marketing teams to ensure the MFO Leadership’s priorities are reflected appropriately in the project roadmap
• Other special projects as needed
• Support the CoS in facilitation of MFO Leadership objectives including building meeting agendas, identifying and aligning priorities, identifying and carrying out cross-team operational efficiencies

Chief Client Officer Internal/External Initiatives (50% of time)

• Participate in prospect / client facing meetings
• Consult with key stakeholders to deepen our understanding on how our operating teams deliver client-facing solutions and capture value
• Provide analytical support on billable client engagements
• Prepare ad hoc analyses and reports on behalf of the CCO for the Management Committee and/or Founder
• Collaborate with the CoS to track and analyze advisor performance via scorecards, time entry activity, Salesforce activity, quarterly business development plans, etc.
• Track progress and develop KPIs to measure execution effectiveness of various business development strategies and their value-add to the business (e.g., impact on revenue, pipeline velocity, new prospects, profitability, broaden the utility of subject matter experts, etc.)
• Partner with the CoS, Client Operations and Marketing team to finalize expectations for the advisor community and define metrics for measurement of success
• Other special projects as needed
• Collaborate with solution design teams, provide supporting analysis and research to selectively target value propositions that require refinement or strategy to scale

What You’ll Offer

• Strong data management and analytical skills
• Able to translate complex data into intuitive visualizations and dashboards for various audiences
• Proactive approach and strong client service orientation
• Ability to work effectively independently or in a team setting
• Excellent verbal and written communication skills
• Competent in reviewing financial statements, identifying key business value drivers and developing pro forma and projected financial data
• High attention to detail; experience balancing multiple projects at one time
• Ability to identify inefficiencies and embrace culture of continuous process improvement
• Must be located in the NYC area and able to work from our corporate office at least 2 days/week

We'd Love To See

• 5-8 years of experience as operations analyst, business intelligence, management consulting or other related experience
• BA/BS in business, finance, economics or other related field
• Strong skills in Microsoft PowerPoint, Adobe Acrobat, and CRM databases (preferably Salesforce)
• Expert Microsoft Excel skills, with a proven ability to handle Excel modeling

Why join Geller & Company?

• Opportunity to scale your experience beyond the scope of your role
• Philanthropic opportunities
• Generous PTO and paid holidays
• 401K plan with company match
• 100% funded health, vision, and dental insurance

What's next?

If this sounds like you, apply today and Talent Acquisition will review your application and get in touch if there is match.

Geller & Company is an equal opportunities employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or caregiver status.

The Base Salary Range For This Position Is

$135,000 - $165,000

Base pay offered may vary depending on job-related knowledge, skills, and experience. The total compensation package includes medical, dental, vision, financial, and other benefits as well as the potential for an annual bonus consideration.