Financial Planning and Analysis

• Acts as a resource to direct leader in support of day-to-day operational functions
• Performs work independently with minimal guidance following defined procedures to complete moderate to complex assignments
• Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s high-value customers
• Addresses inquiries and performs account maintenance on deposits and money market accounts
• Completes banking transactions and identifies opportunities to market bank products to best meet each caller’s personal needs
• Participates in client loyalty process, providing information and encouraging clients to respond timely to surveys
• Other related duties assigned as needed

Financial Services Account Associate Specialist – Transfer Agency, Mutual Fund

Finance Manager

FP&A - 4 to 6 years

FP&A, 2 to 4 years

Financial Analyst – Plant Ops

Senior FP&A Analyst