Strategic Financial Planner

1 dia atrás

São Paulo, São Paulo, Brasil beBeeFinancial Tempo inteiro R$55.000 - R$90.000
Financial Planning Coordinator Role

This role is responsible for collecting and analyzing financial information to help organizations make informed decisions.

  • Forecasting future financial trends
  • Preparing financial reports
  • Identifying financial risks and opportunities

The ideal candidate will have a bachelor's degree in finance or a related field, with 5+ years of experience in financial modeling and forecasting.

They will also possess strong analytical skills, attention to detail, and excellent communication and presentation skills.

Responsibilities:

  1. Collect and analyze financial data using various software programs
  2. Review financial statements to identify trends and forecast future financial performance
  3. Provide financial analysis and reporting to management teams to support strategic decision-making
  4. Develop and monitor financial models to identify potential risks and opportunities
  5. Assist in the preparation of annual budgets and financial forecasts
  6. Participate in financial audits and ensure compliance with financial regulations
  7. Perform ad-hoc financial analysis and reporting as required

Requirements:

  • Bachelor's degree in finance, accounting, economics, or related field
  • 5+ years of experience
  • Experience with financial modeling and forecasting
  • Experience with financial software programs such as Excel, SAP, and Oracle
  • Strong analytical skills and attention to detail
  • Excellent analytical and problem-solving skills
  • Strong understanding of financial systems and processes
  • Ability to work independently and as part of a team
  • Excellent communication and presentation skills
  • Excellent organizational and time-management skills
  • Ability to work in a fast-paced environment with tight deadlines

Additional Information:

Professional - P3. This role works to achieve operational, functional, and/or business targets within the team with direct impact on departmental or job family results.

Established professional; works under limited supervision. Works independently on moderately complex projects/assignments and contributes to setting objectives or goals of projects and assignments within the team.

Communicates with employees both within and occasionally outside of the department and/or job family on matters that require explanation, interpretation and/or advising; may communicate with external clients or partners depending upon the job area.

Influences employees within the department at an operational level regarding concepts or practices and some advisement on approaches.

Responsible for making moderate improvements of processes, procedures, or systems to contribute to the performance of the team.

Problems faced are difficult and mildly complex and typically impact the job family and/or multiple teams.

Provides assistance and training to other employees.

May lead significant parts of moderately complex projects or processes.

Requires advanced job knowledge and demonstrated competence within the department, typically obtained through advanced education and relevant experience.

Requires a bachelor's degree or equivalent experience and minimum 5 years of prior relevant experience.

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