Bachelor's degree in Finance, Economics, Business, Analytics, Public Policy, or related field
4-7+ years of relevant experience in analytics, finance, strategy, consulting, or a related discipline
Experience supporting complex, analytical, or cross-functional projects preferred
Exposure to professional services, philanthropy, or nonprofit environments is a plus
Responsibilities
Support execution of special projects from scoping to delivery
Assist in structuring project workplans, timelines, and deliverables
Build and maintain financial models and analytical tools
Analyze complex data sets to identify trends and opportunities
Conduct qualitative and quantitative research to inform recommendations
Partner with teams to gather inputs and validate analyses
Ensure accuracy and quality across analytical outputs
Benefits
Medical, dental, and vision coverage
Financial benefits
Potential for an annual bonus
Inclusive of a comprehensive total compensation package
Full Job Description
Key Responsibilities
Special Projects Support
Support execution of special projects from initial scoping through analysis and delivery.
Assist in structuring project workplans, timelines, and deliverables.
Contribute to initiatives spanning strategy, operations, financial analysis, and organizational insight.
Analytics & Financial Analysis
Build and maintain financial models, analytical tools, and scenario analyses.
Analyze complex data sets to identify trends, risks, and opportunities.
Support preparation of decisionready analysis for leadership and stakeholders.
Research & Insight Development
Conduct qualitative and quantitative research to inform strategic recommendations.
Synthesize findings into clear summaries, presentations, and supporting materials.
Assist with due diligence, benchmarking, and business case development.
CrossFunctional Collaboration
Partner with teams across Finance, Operations, and Philanthropies to gather inputs and validate analyses.
Coordinate with internal stakeholders to ensure alignment and timely delivery of project outputs.
Support communication and tracking of deliverables across multiple concurrent projects.
Execution & Process Support
Ensure accuracy, consistency, and quality across analytical outputs.
Support documentation of methodologies, assumptions, and project learnings.
Contribute to ongoing improvements in analytical tools, templates, and project processes.
Qualifications
Education
Bachelors degree in Finance, Economics, Business, Analytics, Public Policy, or a related field required.
Experience
47+ years of relevant experience in analytics, finance, strategy, consulting, or a related discipline.
Experience supporting complex, analytical, or crossfunctional projects preferred.
Exposure to professional services, philanthropy, or nonprofit environments a plus.
The base salary range for this position is:
$135,000 - 155,000
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.
About Geller & Company
Geller & Company is a financial services firm that provides investment management, family office, and wealth advisory services to high net worth individuals and families. The company was founded in 1984 and has since grown to become one of the largest independent wealth management firms in the United States. Geller & Company is known for its personalized approach to wealth management and its ability to deliver customized solutions that meet the unique needs of each client. The company has offices in New York, San Francisco, and London.
