
Financial Planning Specialist
7 days ago
Job Summary
">We are seeking a highly skilled Financial Planning Specialist to support our financial planning, analysis, and reporting activities.
This role involves assisting in managing client relationships, ensuring smooth financial operations, and providing professional advice on financial matters.
- Assist in financial planning, budgeting, and forecasting for projects and clients.
- Analyze financial data and prepare reports to support decision-making.
- Utilize Microsoft Office and financial software to manage reports, data, and documentation.
- Apply financial literacy and key principles to track project budgets and expenses.
- Identify financial trends, risks, and opportunities through data analysis.
- Communicate professionally and effectively with clients and stakeholders regarding financial performance.
- Support the preparation of financial statements and presentations for management and clients.
- Address financial challenges with problem-solving skills and critical thinking.
Requirements
- Part-qualified ACCA/CA candidates are strongly preferred.
- Proficiency in Microsoft Office (Excel, Word, PowerPoint) and financial software/tools.
- Strong understanding of financial principles, budgeting, forecasting, and accounting standards.
- Excellent analytical skills with the ability to interpret financial data.
- Strong problem-solving and critical-thinking abilities.
- Excellent written and verbal communication skills.
- Experience in crafting professional reports and performing data analysis.
- Fresh graduates with a degree in Finance, Accounting, Business, or a related field may also apply.
About Insiyak Support
Insiyak Support is a dynamic financial services company that provides expert advice on financial matters. Our team is dedicated to delivering high-quality services to our clients.
What We Offer
- A competitive starting salary with potential salary increments based on performance.
- Ongoing training and development opportunities to enhance your skills and knowledge.
- A supportive and collaborative work environment.
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