Fiscal Planning Analyst

The Fiscal Planning Analyst will be responsible for compiling, analyzing, and managing personal financial data for a select group of clients at a wealth management firm. This role supports client-facing Advisors by preparing detailed reports, projections, and analyses to inform financial strategies and recommendations. The position emphasizes meticulous attention to detail, collaboration with internal teams, and an ability to interpret and organize complex financial data into actionable insights. This individual will also assist with tax planning, estate management, and other financial processes, while maintaining a high level of confidentiality and professionalism.

Required Skills

• Advanced proficiency in Excel and strong analytical skills.
  
• Hands-on experience with financial auditing and reporting.
  
• Ability to manage and analyze comprehensive financial data with precision.
  
• Effective organizational skills with an emphasis on meeting tight deadlines.
  
• Strong problem-solving abilities and a proactive approach to tasks.

Preferred Skills

• CPA designation is advantageous but not mandatory.
  
• Familiarity with Quicken, QuickBooks, or similar accounting software.
  
• Exposure to estate planning, tax preparation, and financial modeling.

Compensation: $95,000 - $110,000
Salary is based on a range of factors that include relevant experience, knowledge, skills, other job-related qualifications.