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Company | Deloitte |
Address | Bowie, MD, United States |
Employment type | FULL_TIME |
Salary | |
Category | IT Services and IT Consulting,Business Consulting and Services,Accounting |
Expires | 2023-07-21 |
Posted at | 10 months ago |
Finance & Administration- Wealth Planning Analyst
- Supporting the team in ad-hoc requests and special projects
- Preparing cash flow projections and retirement plans for Deloitte's Partners, Principals, and Managing Directors using excel models, financial planning software, and incorporating income tax software analysis to model the impact of taxes
- Learning the nuances of the benefit plan provisions and calculations, running benefit projections, and applying this knowledge while preparing retirement benefit education materials
- Communicating clearly and effectively to all levels both on the project team and the client team
- Performing other job-related duties as assigned
- Ensuring delivery of accurate and timely results while balancing multiple tasks and responsibilities
- Strong interpersonal, negotiation and influencing skills
- Strong commitment to integrity and confidentiality
- Bachelor's degree in Accounting, Finance, Math or similar technical discipline and 0-2 years of relevant experience in personal financial planning
- Excellent communication skills, both oral and written
- Intermediate proficiency in MS Excel and MS PowerPoint is required
- Self-starter with the ability to work independently and collaborate with a team in a dynamic work environment
- Detail-oriented with ability to plan, prioritize and make decisions on multiple time-sensitive projects
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