Financial Planning Assistant
2 weeks ago
Key Responsibilities
- Financial Analysis: Assist in preparing and analyzing financial reports, including income statements, balance sheets, and cash flow statements, to provide valuable insights for financial decision-making.
- Budgeting and Forecasting: Support the budgeting and forecasting process by collecting and analyzing financial data, and develop comprehensive financial plans to ensure the company's financial goals are met.
- Financial Reporting: Assist in the preparation of monthly, quarterly, and annual financial reports, and present findings to stakeholders to ensure transparency and accountability.
- Account Reconciliation: Help with the reconciliation of accounts and resolution of discrepancies to ensure the company's financial records are accurate and up-to-date.
Qualifications
- Education: Bachelors degree in Finance, Accounting, Economics, or a related field.
- Experience: Some experience in a finance or accounting role is preferred, but not required.
- Skills: Basic understanding of financial principles and accounting practices, proficiency in Microsoft Excel and financial software, strong analytical and problem-solving skills, good communication skills, and the ability to work collaboratively within a team.
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