What are the responsibilities and job description for the Financing Specialist position at UE Financial Group?
Company Description
UE Financial Group is a national agency dedicated to empowering communities through financial intelligence. Our diverse range of services allows our agents to create customized financial strategies for families across the country. We take pride in helping individuals and families achieve their financial goals through tailored solutions that address their unique needs.
Role Description
This full-time Financing Specialist role is on-site and located in Canton, OH. The Financing Specialist will be responsible for analyzing financial data, preparing financial statements, advising clients on financial strategies, and conducting thorough financial assessments. Day-to-day tasks include working closely with clients, ensuring accurate financial reporting, and providing expert financial guidance to help clients achieve their goals.
Qualifications
UE Financial Group is a national agency dedicated to empowering communities through financial intelligence. Our diverse range of services allows our agents to create customized financial strategies for families across the country. We take pride in helping individuals and families achieve their financial goals through tailored solutions that address their unique needs.
Role Description
This full-time Financing Specialist role is on-site and located in Canton, OH. The Financing Specialist will be responsible for analyzing financial data, preparing financial statements, advising clients on financial strategies, and conducting thorough financial assessments. Day-to-day tasks include working closely with clients, ensuring accurate financial reporting, and providing expert financial guidance to help clients achieve their goals.
Qualifications
- Strong Analytical Skills and proficiency in Finance
- Experience with preparing and analyzing Financial Statements
- Excellent Communication skills
- Solid understanding of Accounting principles
- Ability to work independently and collaboratively
- Bachelor's degree in Finance, Accounting, or a related field
- Previous experience in a financial services role is a plus