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Financial Planning Analyst

Company: VirtualVocations
Location: Modesto
Posted on: October 19, 2024

Job Description:

A company is looking for a Financial Planning Analyst responsible for preparing and maintaining investment analysis and supporting financial reporting processes.



Key Responsibilities

Develop variance analysis reporting and reconciliation of investment results
Create investment-related projections for forecasting processes and communicate changes effectively
Manage the monthly cash flow forecasting process and support annual planning of investment realized gains/losses


Required Qualifications

Bachelor's degree in Finance, Accounting, or a related field
2-5 years of finance, accounting, or investment analysis experience
Ability to design and implement solutions while managing change
Solid networking and relationship-building skills
Accelerated PC skills including MS Office tools: Excel, Word, & PowerPoint

Keywords: VirtualVocations, San Francisco , Financial Planning Analyst, Accounting, Auditing , Modesto, California

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