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Personal Financial Analyst Jobs in Illinois

Financial Analyst Jobs
By Primerica At Metropolis, IL, United States
Strong organizational and time management skills
Strong Financial Planning and Finance skills
Experience with financial modeling or advanced Excel skills are a plus
Ability to analyze financial statements and apply analytical skills effectively
Excellent written and verbal communication skills
Licensing for life insurance and securities are a plus
Personal Financial Counselor Jobs
By The Bowen Group At Scott AFB, IL, United States
Teaching Service Members (and their families) money management techniques to encourage them to live within their means.
Knowledge of military benefits, resources, and services.
Educating Service Members in understanding credit, finance charges, interest rates, and the implications of only paying the minimum amount each month.
Previous military experience (including military spouses and/or as a service provider).
Demonstrated experience in utilizing MS Office products (Excel, Word, PowerPoint).
Identifying immediate and long-range measures to increase income, reduce household expenditures, and avoid additional financial burdens.
Financial Analyst Jobs
By Covert Recruiting At Northfield, IL, United States
Assist with updating presentations, reports, and/or dashboards for senior management, Finance Committee
Knowledge / Skills Required / Preferred:
Effective written and verbal communication skills
Ability to effectively partner with business stakeholders and finance team members
Strong analytical (quantitative as well as qualitative) skills, including ability to conduct research, organize, analyze, interpret, and validate data
Strong accounting and financial knowledge, including understanding of accounting principles, internal controls, and relevant business environment
Financial Analyst Jobs
By Reynolds Consumer Products At Lake Forest, IL, United States
2-4 years of relevant Finance or Accounting experience.
BS/BA in accounting, finance, or related degree.
Excellent verbal and written communication skills.
Strong analytical and problem-solving skills.
Consumer Packaged Goods (CPG) experience.
Collaborate with our Marketing/Sales teams evaluating existing products, as well as new product launches.
Financial Analyst Jobs
By Community Unit School District 300 At Algonquin, IL, United States

Job Description/Summary The Financial Analyst will assist the CSBO with activities to support the planning and stewardship of the financial resources of Community Unit School District 300.  ...

Financial Analyst Jobs
By Prestige Staffing At Chicago, IL, United States
Prepare a variety of financial and commercial reports and presentations for management, organizational leadership, and external customers.
Bachelor's degree required, BS degree in Business, Finance, Accounting, Mathematics, Statistics, or related field preferred.
Experience with Microsoft Power BI is preferred or similar analytics software.
2-5 years' experience in a corporate financial reporting role is preferred.
AS400, SAP, or other operating system experience preferred.
Provide support in working capital reporting; procurement, A/R, and inventory data preparation and analysis.
Financial Analyst Jobs
By Jobot At Berkeley, IL, United States
Collaborate with other members of the finance team to maintain financial systems & support
Analyze current and past financial performance
Identify trends in financial performance and provide recommendations for improvement
Act as a resource reporting directly to the Corporate Controller
Timely present performance to the Corporate Controller, Director of Accounting, & CFO
Ensuring accurate records & financial statements
Financial Analyst Jobs
By City of Evanston At Evanston, IL, United States
Knowledge, skills, and abilities in the following areas:
Assists City staff with administration of grants management system.
Reviews systems and procedures and makes recommendations to increase effectiveness, efficiency, and economy of work processes, policy determination, and management decision-making.
Chosen candidates will be required to provide proof of licenses, certifications, and education required for this position.
Starting salary is dependent on qualifications, but in most cases is no higher than the midpoint for the range.
Must possess three (3) or more years of financial and analytical work experience. Work experience in local government is preferred.
Financial Analyst Jobs
By Molson Coors At , Chicago, 60606, Il
Prior people management experience preferred
Project management experience is a plus.
You have a Bachelor’s degree in Finance or related field, MBA or Graduate Finance or Accounting preferred.
You have 2+ years of financial analysis, budgeting and forecasting experience.
You have advanced knowledge of Excel, Word and PowerPoint, think-cell.
Possesses good inter-personal skills, especially in handling contacts of all types and at all levels.

Are you looking for an exciting and rewarding career in the financial industry? We are looking for a Personal Financial Analyst to join our team! As a Personal Financial Analyst, you will be responsible for providing financial advice and guidance to our clients. You will analyze financial data, create financial plans, and provide advice on investments, taxes, and other financial matters. If you have a passion for finance and are looking for an opportunity to make a difference, this is the job for you!

Overview Personal Financial Analysts are professionals who provide financial advice to individuals and families. They help their clients make informed decisions about their investments, savings, and other financial matters. They analyze their clients’ financial situations and develop strategies to help them reach their financial goals. Detailed Job Description Personal Financial Analysts are responsible for providing financial advice and guidance to individuals and families. They analyze their clients’ financial situations and develop strategies to help them reach their financial goals. They research and analyze investments, savings, and other financial matters. They also provide advice on budgeting, debt management, and retirement planning. They may also provide tax advice and help their clients develop financial plans. Job Skills Required
• Excellent analytical and problem-solving skills
• Knowledge of financial markets and investments
• Ability to interpret financial data and develop strategies
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Knowledge of financial regulations and laws
• Knowledge of accounting principles
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• Master’s degree in finance or a related field is preferred
• Professional certification such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) is preferred
Job Knowledge
• Knowledge of financial markets and investments
• Knowledge of financial regulations and laws
• Knowledge of accounting principles
• Knowledge of financial planning software
Job Experience
• At least two years of experience in a financial planning or analysis role
• Experience in a customer service role is preferred
Job Responsibilities
• Analyze clients’ financial situations and develop strategies to help them reach their financial goals
• Research and analyze investments, savings, and other financial matters
• Provide advice on budgeting, debt management, and retirement planning
• Provide tax advice and help clients develop financial plans
• Monitor clients’ financial progress and adjust strategies as needed
• Prepare financial reports and presentations for clients