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Financial Planning Specialist
2 months ago
Job Summary:
Premium Capital Consultants is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our finance department, you will be responsible for analyzing financial data, identifying trends, and providing insights to inform business decisions.
Key Responsibilities:
- Financial Analysis: Prepare, examine, and analyze financial records, statements, and reports to ensure accuracy, completeness, and compliance with regulatory standards.
- Business Operations: Analyze business operations, trends, costs, revenues, financial commitments, and obligations to project future revenues and expenses or provide advice.
- Accounting Systems: Develop, implement, modify, and document recordkeeping and accounting systems, utilizing current computer technology.
- Client Management: Serve as the lead point of contact for client accounts, ensuring timely and successful delivery of solutions according to customer needs and objectives.
- Real Property and Equipment: Appraise, evaluate, and inventory real property and equipment, recording information such as property description, value, and location.
- Operational Documents: Establish proper operational documents, such as delivery notes, purchase orders, material receipts, and other relevant documents.
Requirements:
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and meet deadlines.
- Proficiency in financial software and systems.
- Strong attention to detail and organizational skills.
