Financial Planning Strategist
5 days ago
Are you a strategic thinker with a passion for finance? We are seeking a highly motivated individual with a strong financial acumen to join our team as a Financial Planning Specialist.
About the RoleThis is an exciting opportunity to be part of a forward-thinking organization and contribute to the company's long-term financial health. The Financial Planning Specialist will play a key role in the planning, development, and implementation of financial strategies.
Responsibilities- Develop and implement financial strategies and plans that align with the company's overall business objectives
- Prepare accurate and timely financial reports and projections to assist in decision-making
- Analyze financial data and variances to identify trends, anomalies, and opportunities for improvement
- Create comprehensive bi-annual business plans, including financial forecasts and budget proposals
- Lead the budgeting and forecasting process, ensuring accuracy and compliance with company standards and financial regulations
- Collaborate with various departments to gather and analyze financial data, and provide financial guidance and recommendations
- Continually monitor and evaluate the company's financial performance, providing insights and recommendations to optimize financial health
- Develop and maintain financial models and analyses to support strategic initiatives
- Bachelor's degree in Finance, Accounting, or a related field
- A minimum of 1 year of experience in accounting, financial planning, analysis, or a related role
- Public Accounting experience is a plus
- Proficient in spreadsheets, databases, MS Office, and financial software applications
- Exceptional analytical and problem-solving skills with a keen attention to detail
- Excellent communication and presentation skills, with the ability to explain complex financial concepts to non-financial stakeholders
- Strong organizational skills with the ability to manage multiple projects and meet deadlines
- High level of integrity and dependability with a strong sense of urgency and results-orientation
We offer a great compensation package, including medical/dental/vision coverage, discounts on mortgages and home appliances, and a 401(k) plan with match. If you are a strategic thinker with a passion for finance and a drive to contribute to a company's financial success, we would love to hear from you.
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