Kasplo - Financial Planning Analyst
2 months ago
Financial Planning Analyst
Job Responsibilities and Duties:
- Properly assess the financial state of individuals, corporations, and other organizations
- Identify potential outcomes and returns
- Appraise assets and financial holdings
- Secure highly sensitive and confidential financial data and information
- Compile detailed financial reports using calculations, data, and other client-provided information
- Use information to assemble extensive financial databases
- Suggest and create financial action plans for companies and individuals
- Continuously update skill set, expertise, and technical knowledge by attending the required workshops and courses
- Work closely with other team members in order to achieve company goals
- Analyze debt restructuring and refinancing options
Financial Planning Analyst Skills and Qualifications:
- Prior financial planning and strategizing experience
- Understanding of database maintenance and design
- Knowledge of statistical analysis
- Ability to perform research and compile reports
- Extensive risk management skills
- Ability to track and plan budgets
- Basic computational skills
- Experience forecasting and analyzing data
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