Financial Planning Expert

2 weeks ago


Karachi, Sindh, Pakistan beBee Careers Full time

We are seeking a skilled Financial Planning Analyst to join our team.

The ideal candidate will be responsible for collecting, organizing, and analyzing data to deliver actionable insights.

Key Responsibilities:

  • Data Collection & Organization: Gather, clean, and organize data from various sources to ensure accuracy, completeness, and consistency.
  • Data Analysis: Conduct in-depth analysis of financial, operational, and business data to identify trends and provide actionable insights.
  • Cross-Functional Collaboration: Work with teams to understand data needs and deliver relevant analyses and insights.
  • Report & Dashboard Development: Develop, maintain, and automate reports and dashboards in Excel and Power BI to track key performance metrics.
  • Visualization & Presentation: Create and manage visualizations and interactive dashboards for clear and effective data presentation.
  • Data Integrity & Compliance: Ensure adherence to organizational data policies and best practices.
  • Process Optimization: Continuously improve data collection and reporting processes for efficiency and scalability.
  • Business Performance Reporting: Support ongoing reporting and analyses related to business performance, budgeting, and forecasting.

Required Skills and Qualifications:

  • Education: Bachelor's degree in Business Administration, Finance, Data Analytics, or a related field.
  • Experience: 4-6 years in data collection, reporting, and analysis.
  • Technical Skills:
    • Advanced proficiency in Microsoft Excel (pivot tables, formulas, VBA, macros).
    • Hands-on experience with Power BI (DAX, data modeling, report creation).
    • Strong analytical and problem-solving skills with a keen eye for detail.
    • Excellent communication and presentation skills to convey insights effectively.
    • Ability to manage multiple tasks and meet deadlines in a fast-paced environment.


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