Financial Analyst, Family Office

Financial Analyst, Family Office

Location:

Geneva

Full-time, On-site

We are seeking a highly analytical and business-oriented Financial Analyst to join a very dynamic family office representing an entrepreneurial family with diversified private investments, including a hospitality group.

The role is primarily focused on detailed financial analysis of revenue generation and expense structures across a range of international businesses, as well as financial monitoring across a broad portfolio of private investments. The successful candidate will play a key role in producing clear, structured weekly and monthly financial reports and supporting the strategic decision-making of the family office in order to pilot and drive strategic decisions for the businesses and private investments.

This position requires strong technical expertise in Excel, a deep understanding of how businesses operate, and the ability to translate financial data into actionable insights.

• Financial Analysis & Reporting
• Prepare detailed weekly and monthly revenue reports
• Monitor key performance indicators
• Analyze trends, variances, and performance against budget and forecast
• Build and maintain dynamic financial models and dashboards in Excel
• Prepare monthly consolidated reports across private investments
• Develop forecasts, budgets, and scenario analyses
• Present findings clearly to principals and directors
• Business Support & Coordination
• Contribute to improving internal reporting structures and financial processes
• Maintain structured documentation and financial archives
• Provide light executive support in terms of organization and coordination (meeting preparation, agenda structuring, travel bookings, document preparation, follow-ups)
• Assist in general operational organization when required

• Experience in financial analysis, controlling, or hospitality finance
• Experience in hospitality revenue analysis is a significant advantage
• Excellent command of Excel (advanced formulas, pivot tables, financial modeling, dashboards)
• Strong understanding of business fundamentals and operational drivers
• Ability to synthesize complex financial data into clear reporting
• Highly organized, rigorous, and detail-oriented
• Discreet and comfortable working in a family office environment
• Italian speaker is a plus
• Analytical mindset with strategic thinking
• Able to work independently while maintaining close coordination with principals
• High level of integrity and confidentiality