Financial Planning Assistant Jobs
By Accounting Firm At Englewood, NJ, United States
• Providing critical client support to assist financial advisor in helping clients achieve their financial goals
• Supporting the preparation of financial plans and reviews
• Organizing meetings; meeting follow ups
• Listening to customers’ concerns and handling complaints
• Responding to client inquiries
• Processing new business and updating client files
Manager, Financial Planning & Analysis And Project Control - Remote
By MindPoint Group At Trenton, NJ, United States
Coordinate with all levels of management to gather, analyze, summarize, and prepare recommendations regarding financial plans
Conduct risk management related to customer funding in collaboration with the Contracts department
Bachelor-s Degree in Finance, Accounting, or a related field or equivalent experience
Ability to work closely with a senior management team.
Competitive benefits like 401k matching, 11 federal holidays, etc.
Serve as a liaison between the customer, project manager, and internal leadership

Are you looking for an exciting opportunity to lead a team of financial professionals and make a real impact on the success of a business? We are looking for a Financial Planning and Control Manager to join our team and help us reach our goals. You will be responsible for developing and implementing financial strategies, managing budgets, and providing financial analysis and reporting. If you have a passion for financial planning and control and are looking for a challenging and rewarding role, then this is the job for you!

An Financial Planning And Control Manager is responsible for developing and implementing financial plans and strategies to ensure the long-term financial success of an organization. They are also responsible for monitoring and controlling the organization’s financial performance, analyzing financial data, and providing financial advice and guidance. To become an Financial Planning And Control Manager, you will need a bachelor’s degree in finance, accounting, or a related field. You may also need to obtain a professional certification, such as a Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). Additionally, you will need to have strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.

Financial Planning And Control Manager skills required for your resume and career include:

• Financial planning and analysis
• Budgeting and forecasting
• Risk management
• Financial modeling
• Strategic planning
• Financial reporting
• Data analysis
• Project management
• Negotiation
• Leadership
• Communication

Financial Planning And Control Manager knowledge for your resume and career include:

• Financial principles and practices
• Accounting principles and practices
• Tax laws and regulations
• Investment principles and practices
• Business law
• Economics
• Financial software
• Risk management principles
• Business strategy

Financial Planning And Control Manager responsibilities for your resume and career include:

• Developing and implementing financial plans and strategies
• Monitoring and controlling financial performance
• Analyzing financial data
• Providing financial advice and guidance
• Preparing financial reports
• Negotiating contracts
• Managing budgets
• Developing financial models
• Identifying and mitigating financial risks
• Ensuring compliance with financial regulations

Financial Planning And Control Manager experience for your resume and career include:

• Previous experience in a financial planning and control role
• Experience with financial planning and analysis
• Experience with budgeting and forecasting
• Experience with financial modeling
• Experience with risk management
• Experience with financial reporting
• Experience with data analysis
• Experience with project management
• Experience with negotiation

Financial Planning And Control Manager qualifications for your resume and career include:

• Bachelor’s degree in finance, accounting, or a related field
• Professional certification, such as a Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills

Financial Planning And Control Manager educations for your resume and career include:

• Bachelor’s degree in finance, accounting, or a related field
• Professional certification, such as a Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
• Courses in financial planning, accounting, economics, business law, and risk management

Tools that help Financial Planning And Control Manager work better include:

• Financial planning and analysis software
• Budgeting and forecasting software
• Financial modeling software
• Risk management software
• Data analysis software
• Project management software

Good tips to help Financial Planning And Control Manager do more effectively include:

• Stay up to date on financial regulations and industry trends
• Develop strong relationships with key stakeholders
• Utilize financial planning and analysis software to streamline processes
• Utilize data analysis software to identify trends and opportunities
• Develop and maintain accurate financial models
• Monitor and control financial performance

Common Financial Planning And Control Manager interview questions include:

• What experience do you have in financial planning and control?
• How have you used financial planning and analysis software in the past?
• What strategies have you used to identify and mitigate financial risks?
• How have you used financial models to make decisions?
• What strategies have you used to develop and maintain accurate budgets?
• How have you used data analysis software to identify trends and opportunities?