Financial Planner

Description:

Competencies:-

• Highly analytical, comfortable working with large data sets, and analyzing and synthesizing results
• Highly proficient in Microsoft Excel and building presentations in Power Point, including developing time series graphs and similar visualizations
• Comfortable working with numbers pertaining to financial PNL reporting
• Confident and a good communicator –ability to present key data driven insights to leadership
• Knowledge of Machine learning, SQL, Tableau or Power BI will be an asset

Job Description:-

• Welcoming visitors and clients.
• Answering phone calls.
• Responding to emails.
• Scheduling meetings.
• Preparing conference rooms for meetings.
• Making travel arrangements for executives.
• Printing and copying documents as needed.

Competencies:-

• Proficiency with Microsoft Office.
• Excellent computer literacy.
• Excellent interpersonal skills.
• Ability to multitask.
• Excellent communication skills.
• Excellent time management skills.
• Must be able to manage work pressure.