company summary
Cabrera Capital Markets is a premier investment bank and institutional brokerage firm, serving global corporations, municipalities, pension funds, and private equity firms. The firm is known for its integrity and unwavering commitment to exceeding clients’ expectations.
position summary & purpose
The Financial Analyst supports the Controller in carrying out the responsibilities of the accounting department, with particular emphasis on account reconciliation, tabular and graphical analysis, and process implementation and documentation.
Essential duties and resPONSIBILITIEs
- Write and debug programs for processing trading data on a daily and monthly basis
- Maintain bank account reconciliations and implement process improvements
- Support the creation and maintenance of various accounting schedules (depreciation, lease liabilities, prepaids, etc.)
- Manage the usage of programs and assist with resolving errors
- Assist with implementation and maintenance of connections with external platforms
- Leverage AI and other technology tools to develop and maintain accounting processes
- Reconcile firm credit card activity
- Assist with the reconciliation of monthly general ledger accounts
- Maintain daily and monthly account reconciliations
- All other duties as assigned
management & decision making responsibilities
- N/A
knowledge, skills & abilities requirements
- 1 year or more years of finance experience
- Must have strong proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook), programming (Python, VBA), and computational and statistical data analysis
- 1 year or more years of Broker Dealer experience highly preferred
- Proficiency with accounting software (Oracle preferred)
- Detail and deadline oriented with excellent time management skills
- Experience using project management tools (e.g., Monday.com) to assist with task tracking, collaboration, and timely completion of deliverables.
- Ability to multi-task projects
EDUCATION & work experience
- Bachelor’s degree in Accounting, Finance, Economics, Business, and/or Computer Science, Information Technology (preferred)
required licenses & certificates
- SIE
Work Authorization Requirement: Applicants must be currently authorized to work in the United States on a permanent basis. This position does not offer employment visa sponsorship now or in the future. Candidates requiring sponsorship, including F-1 OPT, CPT, H-1B, TN, E-3, or any other employment-based visa sponsorship, are not eligible for consideration.
We offer a competitive and well-rounded benefits package designed to support your health, well-being, and financial future:
- Medical, Dental & Vision Coverage
- Paid Time Off & Holidays
- 401(k) with Employer Match
- Profit Sharing Program
- Flexible Spending & Health Savings Accounts (FSA/HSA)
- Commuter Benefits (Pre-tax transit & parking)
- Short- & Long-Term Disability Coverage
- Life & AD&D Insurance Options
- Employee Assistance Program (EAP)
- Pet Care Discount Program
Skills Required
- 1+ years of finance experience
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
- Programming experience in Python and VBA
- Computational and statistical data analysis skills
- Broker Dealer experience (1+ years)
- Proficiency with accounting software (Oracle preferred)
- Detail- and deadline-oriented with excellent time management
- Experience using project management tools (e.g., Monday.com)
- Ability to multi-task projects
- Bachelor's degree in Accounting, Finance, Economics, Business, or Computer Science/IT (preferred)
- SIE license
- Authorized to work in the United States without sponsorship
What We Do
Founded in 2001, Cabrera Capital Markets LLC is the leading Latino-owned investment bank and institutional brokerage firm providing investment banking for municipal, corporate, and advisory clients, institutional brokerage services for municipal bonds, global equities, taxable fixed income securities, preferred equities, and structured products, as well as cash management services. Cabrera’s diversified global client base includes corporations, municipalities, financial institutions, federal agencies, unions, pension funds, foundations, and endowments. Cabrera's areas of expertise include: Corporate Investment Banking Capital Markets Corporate Advisory Public Finance Investment Banking Municipal Sales and Trading Global Equities Preferred Equities Taxable Fixed Income Structured Products Cash Management Cabrera is a certified Minority-Owned Business Enterprise (MBE).
