Nayya

Financial Planning and Analysis

• Build customized financial plans and provide actionable guidance to improve members' financial health
• Provide education that empowers members to maximize their employer benefits, including health plans, equity programs (ISOs, NSOs, RSUs, ESPP), and related tax implications
• Offer guidance on cash flow, debt payoff, saving, and investing—tailored to each member's life stage and goals
• Support members and build trusting relationships via text-based chat, phone, and video calls
• Proactively engage members through various life events, providing both financial and emotional support
• Consult with cross-functional teams as a subject-matter expert on financial planning
• Navigate an evolving platform that integrates 1-on-1 interaction, asynchronous communication, and AI-assisted guidance

Financial Planner