Strategic Financial Planner
2 weeks ago
At our organization, we're driven by a shared mission to create real impact through business planning.
Our people-first culture values your ideas, supports your growth, and empowers you to make a difference in the lives of our clients.
Key Responsibilities:">- Provide expertise on financial planning solutions.
- Collaborate with clients to understand their current financial planning processes, investigate and recommend solutions based on client requirements, budget, and timeframe, and develop accurate forecasting and planning models.
- Support clients to ensure success, communicate regularly with clients to set proper expectations, and provide general customer service and assistance.
- Share learnings and problems solved internally, collaborating with colleagues to improve business outcomes.
- Financial and/or management accounting experience, particularly budgeting, planning, and management reporting.
- Exposure to designing and building complex financial planning models, with advanced Excel skills.
- Experience implementing Enterprise Performance Management (EPM) systems.
- Strong communication skills to effectively interact with customers and colleagues.
- Able to execute tasks with minimal supervision and manage time effectively.
We strive to create an environment where your professional growth is supported and your contributions truly make a difference.
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