Financial Accounting/Financial Planning – Analyst

Financial Accounting/Financial Planning – Analyst

Requirements

• Bachelor’s degree required
• 0-3 years of prior work experience in a relevant field
• Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
• Highly organized with exceptional attention to detail and follow-through
• Strong ability to manage multiple projects with competing deadlines
• Team player with positive attitude and strong work ethic
• Strong communication skills (written and verbal)
• Ability to work in a fast-paced environment
• Ability to adapt quickly to a variety of industries and businesses
• Ability to self-direct, analyze and evaluate and form independent judgments
• Ability to effectively interact and build relationships with senior management and global stakeholders
• Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information
• Integrity, ethical standards and sound judgment

Responsibilities

• Working one-on-one with individual and/or corporate clients providing comprehensive personal financial planning, investment planning and tax services to corporate employees, executives and/or other high-net-worth individuals
• Preparing various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance, estate flowcharts, etc.
• Extensive telephone contact and/or face-to-face interaction with clients, and their outside advisors, to obtain information and provide advice
• Preparing income tax returns for clients
• Assisting in financial planning projects and analysis
• Obtaining a working knowledge of brokerage account opening, funding and other transactions to ensure a smooth client experience
• Attending client meetings to gain an understanding of the service model and deliverables

Preferred Qualifications

No preferred qualifications provided.