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Financial Planning Analyst
UHY LLP Troy, MI
$74k-91k (estimate)
Full Time | Wholesale 1 Month Ago
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UHY LLP is Hiring a Financial Planning Analyst Near Troy, MI

A great UHY client is seeking a Financial Planning Analyst to join their team. The ideal candidate will have strong Excel experience, an accounting or finance degree, and some prior FPA experience.

The Financial Planning Analyst role is an onsite position. This is a client direct hire position.

Financial Planning Analyst Key Responsibilities:

  • Bachelor’s Degree in accounting/finance or related field
  • 1 -2 years of accounting/finance experience, in a business environment
  • Advanced excel skills
  • Professional communication skills and the ability to work independently and with a team
  • Ability to create excel spreadsheets and perform financial analysis
  • Critical thinking skills with the ability to problem solve
  • Ability to analyze large volumes of data

Financial Planning Analyst Qualifications & Requirements:

  • Financial planning and analysis
  • Prepare and analyze sales reports
  • Assist with the development of forecasts and budgets
  • Various adhoc analysis as required
  • Diplomatic interaction with Sr. Staff, Controller and CFO to support all financial areas
  • Administer claims, refunds, and adjustments related to Balance Sheet management
  • Assist with month-end close processes

---------------------------

UHY Advisors'​ Resource Solutions Group provides clients with accomplished professionals to support finance, accounting, internal audit and tax teams. Whether it is permanent placement, project work, loaned staff support or business process outsourcing–we are ready to meet your needs.

Our team has extensive experience with a wide range of clients from middle market, closely held organizations to large Fortune 500 companies. We focus on finance and accounting, internal audit, IT audit and tax. We offer direct, personal involvement from senior practitioners and strive to meet clients'​ needs rapidly.

Job Type: Full-time

Pay: $60,000.00 - $70,000.00 per year

Schedule:

  • Monday to Friday

Application Question(s):

  • Do you have strong Excel skills?
  • This is a client direct hire position. Please confirm your understanding.
  • Do you have adhoc analysis experience?

Education:

  • Bachelor's (Required)

Experience:

  • Accounting: 1 year (Required)

Work Location: In person

Job Summary

JOB TYPE

Full Time

INDUSTRY

Wholesale

SALARY

$74k-91k (estimate)

POST DATE

03/24/2024

EXPIRATION DATE

04/04/2024

WEBSITE

uhyllp.com

HEADQUARTERS

Ste Saint Louis, MO

SIZE

<25

INDUSTRY

Wholesale

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The job skills required for Financial Planning Analyst include Analysis, Accounting, Financial Analysis, Financial Planning, Balance Sheet, Finance and Accounting, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Planning Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Planning Analyst. Select any job title you are interested in and start to search job requirements.

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