Fp&a Analyst - Guadalajara, México - FlexTal Staffing LLC

FlexTal Staffing LLC

Empresa verificada

Guadalajara, México

hace 2 semanas

Publicado por:

Rodrigo Fernández

Reclutador de talento para beBee

Descripción

We are looking for a Financial Planner to help clients manage their finances. You will be our clients' trusted advisor in areas including investments, cash flow, savings and debt management. Our financial planner should be an effective communicator with experience in financial planning and business development. If you're analytical, meticulous and customer-oriented, we'd like to meet you. Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.

Responsibilities:

Analyze clients' financial statuses (e.g. income, expenses and liabilities)
Examine and suggest financial opportunities (e.g. insurance plans, investments)
Develop sound plans and budgets for clients
Customize financial plans according to clients' changing needs
Help clients implement their plans and carry out transactions
Present and sell suitable financial products and services
Find and approach prospective clients
Build strong relationships to retain existing clients
Maintain updated knowledge of regulations, practices and financial products

Requirements:

Ability to analyze financial information and comply with regulations
Proficiency in MS Office and CRM systems
Attention to detail and strong math skills
Strong ethics, with a customeroriented attitude
Hyperion experience
Advanced English
Bachelor degree in finance or accounting

- experience as a FP&A analyst

Benefits

Insurance of major medical expenses (Sum assured $20,000,000.00 MXN)
Life insurance (Death and MXN Disability)
12 Days of vacation per year, plus three floating holidays in addition to the seven official Holidays in Mexico.
30 days of Christmas bonus
Cell Phone Reimbursement
Transportation Allowance