Financial Planning Coordinator

2 weeks ago


Indianapolis, Indiana, United States BCForward Full time
Job Overview

We are seeking a highly skilled Financial Administrative Assistant to join our team at BCforward.

Compensation and Benefits

The salary for this position is $60,000 per year, offering a competitive benefits package, including health insurance, paid time off, and a retirement savings plan.

Key Responsibilities

This role involves completing the administrative side of financial planning for clients, including:

  • Preparing and processing financial statements, balance sheets, and tax returns;
  • Monitoring and interpreting cash flows and predicting future trends;
Required Skills and Qualifications

To be successful in this role, you will need:

  • Experience in Finance and Administration;
  • Skilled with Microsoft Office programs;
  • High Attention to Detail;
  • Strong Communication Skills;
  • High School Diploma or equivalent required;
  • College degree preferred;
About BCforward

BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Our 6,000 consultants support more than 225 clients globally, guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability.



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