Foresters Financial

Financial Planning and Analysis

• Assisting in the preparation of the monthly/quarterly financial reviews
• Assisting in maintaining and developing the financial models required for forecasting and planning
• Assisting in the reporting and analysis of monthly/quarterly expenses
• Maintaining updating and improving operational expense tracking templates
• Assisting in business cases and other ad hoc analysis as required by the team
• Assisting in the annual and strategic planning process as required

Financial Analyst – Summer CO-OP

Sales

• Manage a defined territory to generate sales and develop new business
• Lead by actively prospecting for new sales, as well as establishing long lasting relationships and servicing existing clients
• Promote products through presentations, seminars and other approaches
• Provide superior service to ensure positive experiences at all times
• Able to generate sales, make the right connections, build relationships, sell our solutions, and support implementation and ongoing services
• Build and execute a sales plan to deliver expected results
• Identify marketing and sales opportunities and best approaches to close sales
• Develop and provide regular sales and product training seminars
• Be the primary contact for escalated support for distributors
• Other duties as required

Financial Analyst – Summer CO-OP

Regional Sales Director