Financial Planning Specialist
5 days ago
The ideal candidate will be responsible for utilizing their analytical expertise to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership.
Key Responsibilities
- Analyze current and past financial data and performance to make recommendations on profit enhancement and business growth strategies.
- Consistently analyze financial information based on both routine and ad-hoc reports to identify areas of improvement.
- Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators and business objectives.
- Communicate financial insights suggesting business issues and opportunities to management and stakeholders.
Required Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or analytics-related field.
- 3+ years' experience in financial analysis and modeling, or analytics-related role.
- Advanced knowledge of Excel, PowerPoint, and data visualization tools.
- Strong quantitative and analytical skills, ability to develop financial models to evaluate projects, revenue streams, and business initiatives.
- Experience in investment banking, private equity, or consulting is a plus.
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