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Personal Financial Analyst Jobs in Washington

Financial Analyst Jobs
By Ascendion At Redmond, WA, United States
Strong knowledge of finance processes, financial policies and internal controls over Financial Reporting (ICOFR)
Effective management of multiple priorities and ability to prioritize to meet key deliverables
Accounting knowledge of process| 10+ Years of Experience
Excel skills | 10+ Years of Experience
Exceptional Communication skills | 10+ Years of Experience
Solve complex problems - and learn new skills
Financial Analyst Jobs
By SWI - Innovation Delivered At Renton, WA, United States
Developed communication and diplomacy skills to guide and influence our internal and external partners.
Research, Analyze and provide reporting on billing and finances.
At least 1- Year relevant experience required.
Performs in-depth financial analysis data utilizing ratios, trends, and credit profile to underwrite credit applications, with exposures: $150,000.
Oversees credit application process to include business verification and determine credit limits for all channels (except Enterprise) within Client for Business.
Prepares comprehensive business cases above their authority level to present a recommendation.
Financial Analyst Jobs
By The Pokémon Company International At Bellevue, WA, United States
Thorough understanding of project management principles.
Organize and maintain finance department files & data.
Assists in the preparation of forecasts and analysis of trends in sales, finance, general business conditions, and other related areas.
Three (3) to four (4) years of relevant professional experience or a demonstrated equivalent level of expertise.
Bachelor’s degree in finance, accounting or related analytical field required.
Excellent verbal and written communication skills.
Fp&A Financial Analyst
By Lyft At Seattle, WA, United States
Facilitate change management as necessary for purchase order process to ensure OpEx close is automated and accurate
Partner with the accounting group to manage close timelines, process and reporting
BA/BS with 3+ years of experience in financial planning and analytics in a rigorous environment (high growth company experience preferred)
Excellent analytical and problem-solving skills
Expert in Excel. Experience building complex formulas and manipulating large data sets
Strong G-Sheet and Slide skills is a plus
Financial Analyst Jobs
By Rylem Staffing At Auburn, WA, United States
Work closely with senior management on special projects and strategic initiatives.
Working knowledge of accounting practices and general finance concepts
Experience with financial statements and demonstrated planning and organization skills
MINIMUM EDUCATION / WORK EXPERIENCE
Strong Excel / Technical skills and familiarity with SharePoint
Government experience is a plus
Financial Analyst Ii Jobs
By STCU At Liberty Lake, WA, United States
Flexible schedules and remote-work opportunities
Provide support for functions within the department including cross-training on other analyst job duties and covering when needed.
Paid time off—plus 10 paid holidays!
Medical, dental, vision and life insurance
Ensure proper accounting by keeping current with GAAP and making recommendations for changes in policies and procedures to maintain compliance.
Financial Analyst, Fp&A
By Hawthorn Senior Living At Vancouver, WA, United States
Regular, on-site attendance is required as scheduled. Qualifications
Bachelor's degree in Accounting, Finance, Real Estate, Business Administration or equivalent
Partner with operations and accounting to develop annual forecast templates and models.

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