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Senior Financial Planning Specialist
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Our organization specializes in providing financial services to small and medium-sized businesses. We deliver high-quality CFO solutions that cater to their financial management, planning, and analysis needs.
Key Responsibilities- Lead financial analyst teams and manage client deliverables.
- Handle budgeting, forecasting, financial modeling, and data analytics.
- Analyze financial data to inform business decisions.
- Ensure compliance with accounting standards and regulations.
- Present reports and recommendations to clients.
- Strong analytical and communication skills.
- Sound knowledge of accounting principles and regulatory compliance.
- Proficiency in Excel, Google Sheets, PowerPoint, and Tally.
- Experience with Power BI, Tableau, Zoho, or SAP.
- Prior team leadership experience.
- Hands-on experience with financial modeling and dashboard creation.
