Financial Operations Consultant

A company is looking for a Financial Operations Analyst - Remote. Key Responsibilities Review and verify financial data daily, ensuring accuracy in various financial statements Identify and document discrepancies in financial documentation efficiently Support financial planning by providing accurate financial details to Certified Financial Planners (CFPs) Required Qualifications Experience as a Paraplanner or Financial/Investments Operations Associate is highly preferred CFP designation or CFP Candidate is a plus 1+ year of financial industry experience Technology savvy individual comfortable with proprietary systems and tools Exceptional time management skills

Jun 10, 2025 - 02:10

A company is looking for a Financial Operations Analyst - Remote. Key Responsibilities Review and verify financial data daily, ensuring accuracy in various financial statements Identify and document discrepancies in financial documentation efficiently Support financial planning by providing accurate financial details to Certified Financial Planners (CFPs) Required Qualifications Experience as a Paraplanner or Financial/Investments Operations Associate is highly preferred CFP designation or CFP Candidate is a plus 1+ year of financial industry experience Technology savvy individual comfortable with proprietary systems and tools Exceptional time management skills