Kasplo - Financial Planning Analyst (3-5 yrs)

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