Financial Planning Specialist

2 weeks ago

Glastonbury, Connecticut, United States Creative Financial Staffing Full time

About the Role:

Creative Financial Staffing has partnered with a leading organization that has achieved remarkable growth in recent years and is now seeking a skilled Financial Planning Specialist to join their team as a newly created position.

Why You'll Thrive in This Role:

  • Flexible Work Environment: Enjoy a hybrid work arrangement with the opportunity to work 2-3 days in the office, allowing you to maintain a healthy work-life balance.
  • Fueling Growth: Join a fast-growing company that has consistently experienced substantial growth over the past several years, with an impressive 50% growth rate last year.
  • Broaden Your Skills: Engage in diverse and interesting work, expanding your skill set as the company undergoes acquisitions.
  • Empowerment and Innovation: You will have the creative freedom to improve processes and drive change.
  • Supportive Leadership: Enjoy working in a privately held company with a supportive executive leadership team, characterized by easy-going personalities that create a positive work environment.
  • Valuing Employees: Be part of a company that prioritizes its employees, offering team-building activities, team lunches, outings, seminars, and other initiatives that promote a strong sense of camaraderie and personal growth.

Key Responsibilities:

  • Collaborate with operations to extract product data, create weekly, monthly, and quarterly reports.
  • Provide reporting and analysis for sales teams, identifying trends, risks, and suggesting recommendations.
  • Report on sales incentives, setting targets and sales incentives.
  • Work directly with IT to develop dashboards.
  • Perform additional duties as assigned.

Preferred Qualifications:

  • Bachelor's degree in Accounting or Finance.
  • 1-2 years of experience as a financial analyst, preferably in a production environment.

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