Financial Planning Specialist
hace 1 mes
Jules is a dynamic organization seeking a skilled Financial Planning Specialist to join its team. Our company prides itself on delivering exceptional financial services, and we're committed to fostering a collaborative environment where our employees can grow and thrive.
Estimated SalaryThe estimated annual salary for this position is $85,000-$110,000, depending on location and experience.
Job DescriptionWe're looking for an experienced Financial Planning Specialist to lead our financial management efforts. As a key member of our team, you'll be responsible for overseeing day-to-day financial tasks, including bookkeeping, accounts payable/receivable, and financial reporting. You'll also play a critical role in generating accurate financial reports, conducting thorough financial analysis, and developing financial models to support strategic decision-making.
Required Skills and QualificationsTo succeed in this role, you'll need:
- A degree in finance or accounting;
- A CPA or equivalent designation is preferred;
- Excellent analytical and problem-solving skills;
- Proven experience in financial planning and analysis;
- Strong communication and interpersonal skills.
We offer a competitive compensation package, comprehensive benefits, and opportunities for professional growth and development. If you're passionate about finance and committed to excellence, we encourage you to apply.
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