Mid-level Financial Planning Analysis - Creating Custom Financial Plans
Budget: $30 – $250 USD
I'm seeking a keen mid-level financial planning analyst, skilled in personal financial planning software.
Your primary tasks will involve:
-Creating custom financial plans using our custom software - Focused on Retirement Income Projections
You will leverage your experience in mid-level financial analysis and reporting to deliver insightful and actionable recommendations that will drive our business growth. Proficiency in personal financial software is a must. If you're detail-oriented, analytical, and passionate about financial planning, you could be our ideal candidate.
Attached are samples of the deliverables we will be wanting you to create using our software. Plans consist of at least 2 models and usually take about 30 minutes to complete
Your primary tasks will involve:
-Creating custom financial plans using our custom software - Focused on Retirement Income Projections
You will leverage your experience in mid-level financial analysis and reporting to deliver insightful and actionable recommendations that will drive our business growth. Proficiency in personal financial software is a must. If you're detail-oriented, analytical, and passionate about financial planning, you could be our ideal candidate.
Attached are samples of the deliverables we will be wanting you to create using our software. Plans consist of at least 2 models and usually take about 30 minutes to complete