Financial Planner & Analyst

o Working with clients to identify and discuss their financial goals and opportunities.
o Build comprehensive financial plans.
o Help and answer clients’ questions about investment options and potential risks.
o Analyze financial information.
o Conduct financial planning research through the use of different databases.
Prepare and revise financial reports and plans for clients.
o Interact with the investment team to understand strategies, risks, and portfolio positioning.
o Generate new client opportunities through networking, referrals, and other sourcing strategies
• Prepare, review and distribute periodic financial and current operational reports to senior management
• Track expenses and revenues vs. budget and reforecast and analyze fluctuations
• Collaborate with all group departments to collect accurate and updated data related to sales, costs, macroeconomic indicators, and other financial data
• Coordinate financial queries related to Finance, Treasury, Accounting & Control
• Analyze and present new investment opportunities
• Analyze financial data, cost overruns and sales price adjustments and present recommendations based on findings
• Develop, maintain and distribute ad-hoc reports and financial models as needed
• Assist in preparing periodic budgets and forecasts
• Evaluate profit and cost efficiencies in various departments
• Create and update Financial reports
• Maintain budget and reforecast information in the accounting system
• Evaluate profit and cost efficiencies in various areas of the organization as needed
• Monitor financial performance of current projects