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financial planning analyst

  • Responsible of a five company corporate group cash flow and debt behavior. Involved in the definition of hedging strategies. Helped managing the relation with investors and financial sector.Developed a strategic treasury management through the implementation of a PDCA cycle for the corporation´s cash flow administration, and by improving the treasury position forecasting model.
  • Successfully trained and led five interns in the corporation’s cash flow management.
  • Assisted the structuring of a long-term debt plan, designed to reduce short term debt concentration (from 90% in December 2017 to 70% in July 2018). 
  • Established a calendar for credit lines renewal that allowed a more proactive relationship between the company and the financial sector which led to a 10% increase in credit lines. 
  • Contributed in a 4 million USD project success both in terms of budget and time, achieving savings of almost 20% of the initial budget.

financial planning analyst

  • Communicated with all areas of FP&A supporting annual LRP, Quarterly Financial Reviews and monthly cash flow forecasting
  • Support the month-end close process and reconciliations, coordinating collection, consolidation and reporting of data for quarterly and year-end requirements
  • Perform variance analysis for drivers of changes to sales, profit, and cash flow in preparation for CFO Reviews
  • Ensure forecasts are consistent with expectations, supporting analysis/reconciliation of backlog
  • Contribute to the preparation of executive presentations, support ad hoc reporting and analysis, contribute to continuous process improvement initiatives to increase accuracy and efficiency, and support all other Accounting/Finance related tasks

financial planning analyst

  • Support senior analysts in financial data comprehension and data entry
  • Creating financial plans for the clients to save their taxes and optimize their investments.
  • Worked on various retirement products such as IRA, 401(k), 403(b), SEP IRA, Roth IRA etc.
  • Understanding tax structure of the clients by analyzing their 1040 statements and implementing them in the plan.
  •  Worked on various tools such as NaviPlan, Morning Star, Thomson ONE, Client Viewer.
  • Worked on annuities and insurances by analyzing and implementing them in the financial plan.
  • Understanding the strategies such as Roth Conversion, debt modification and debt consolidations and using them when required in the planning.

senior financial planning analyst

  • Evaluation and interpretation of financial data – analyzing different statements like stock options, paychecks, tax forms, pension and social security benefits, insurance documents, mortgage and loan papers, bank account details, retirement plans, other qualified and non-qualified account statements etc. 
  • Determining financial situation of a client based on the comprehensive analyses of various reports, for instance cash flow, net worth, income tax, retirement, estate reports etc.
  • Documentation & preparation of financial plans within the defined turnaround and quality matrices – make recommendations regarding investment activities, financial position, risk profiling, cash reserves, retirement & protection planning.  
  • Exposure to the various financial products available in US market – qualified plans (401(k), 403(b), Roth IRA, IRA etc.), active portfolios, insurance policies (Life, disability, long term care etc.), brokerage and managed accounts, estate documents etc.
  • Working closely with the financial advisors spread across united states- support and management of workflow, virtual back-office to cater all the financial planning needs    
  • Hands on knowledge of various tools- Naviplan, Money guide pro, Thompson One & etc. 
  • Working as a part of team and contribute to team functions and obligations. Furthermore, taking additional responsibilities as and when required 

financial planning analyst

  • Understanding the various tax benefts a client is eligible to avail at his present age and give suitable recommendations to save taxes and create wealth in long term.
  • Take additional responsibilities as and when required
  • Support in development, training & mentor-ship of new employees