Financial Planning and Analysis Advisor

FinanceFinancial Planning and Analysis

Objective

The role aims to guide strategic decision-making through financial planning, budgeting, and forecasting. It involves analyzing financial trends, identifying financial risks and opportunities, and recommending actions to optimize financial performance.

Description

Drives financial decisions by analyzing, interpreting and presenting financial data.

Sample Questions

  • How to effectively budget for a project?
  • What's the best approach to financial forecasting?
  • How to optimize financial performance using data?
  • What strategic decisions will maximize financial growth?

Key Functions

1. Conduct financial planning and analysis; 2. Develop financial models for forecasting and budgeting; 3. Analyze financial data and create financial reports; 4. Identify financial trends and provide recommendations; 5. Collaborate with stakeholders to understand financial needs; 6. Monitor financial performance and provide insights; 7. Evaluate financial impact of strategic decisions; 8. Ensure compliance with financial regulations and standards.

Required Skills

1. Financial analysis; 2. Financial modeling; 3. Budgeting and forecasting; 4. Data analysis; 5. Financial reporting; 6. Risk management; 7. Strategic planning; 8. Knowledge of financial regulations and standards; 9. Understanding of financial markets; 10. Proficiency in financial software.