Financial Operations Consultant

Job Summary

A company is looking for a Financial Operations Analyst - Remote.

Key Responsibilities

• Review and verify financial data daily, ensuring accuracy in various financial statements
• Identify and document discrepancies in financial documentation efficiently
• Support financial planning by providing accurate financial details to Certified Financial Planners (CFPs)

Required Qualifications

• Experience as a Paraplanner or Financial/Investments Operations Associate is highly preferred
• CFP designation or CFP Candidate is a plus
• 1+ year of financial industry experience
• Technology savvy individual comfortable with proprietary systems and tools
• Exceptional time management skills